Enterprise EHBs User Roles.pdf

Acronym Role Responsibilities Associated Role or Work Area Bureau/Office

AAO (DGMO)

AAO (OPR)

AAO (Bureau/ Office)

AAO (DIR)

AAO (DGP)

AAO (OIT)

AAO (BPMS)

AAO (BHCMIS)

AAO (HCOF)

AAO (NTDP)

AAO (OFAM)

AAO (ORHP)

AAO (OHIT)

AAO (HAB)

AAO (ORO)

AAO (DFI)

AAO_BR_SPC

Access Authorizing

Officer (Bureau Specific)

Access Authorizing Officer (AAO) has the following responsibilities within EHBs:

1. Approve new HRSA EHBs internal user account requests

2. Approve modification requests to HRSA EHBs internal accounts

3. Conduct periodic reviews of HRSA EHBs internal accounts

4. Terminate user's access to HRSA EHBs internal account

5. Run reports and view electronic folders based on privileges

N/A ALL Bureaus

AP Admin Planner

The DGP office has taken the responsibility of this role. This role involves:

1. Overseeing the negotiation process

2. Baseline the dates once the negotiation is completed

3. Open a baselined funding opportunity for modification upon request from other crosscut users.

N/A OFAM

ADA

Application Data

Administrator Application Data Administrator role can electronically manage HRSA applications by making eligible or Ineligible.

N/A OFAM

AUDREV Audit Reviewer Reviews the audit submissions for BPHC grants. N/A BPHC

APO

Authorizing Program

Official

This role will be played by the Associate Administrator of the bureau or their designee. APO would be responsible for

1. Approving the Funding Memo and committing the bureau to the funds

2. Review and approving annual site visit plans (ESV only). additional responsibility include:

a) Update annual site visit plans sent for review

b) Identify additional grants requiring site visits

c) Prepare the site visit information and travel plan for the additional identified grants

d) Optimize the annual site visit plans by combining site visits and travel plans

e) Forward annual site visit plans requiring OO's approval to HSVPR

f) Request change from PSVR or PAO

g) Request contribution

h) create and view custom reports

N/A OFAM

OIT

Access Authorizing Officer (AAO) has the following responsibilities within EHBs:

1. Approve new HRSA EHBs internal user account requests

2. Approve modification requests to HRSA EHBs internal accounts

3. Conduct periodic reviews of HRSA EHBs internal accounts

4. Terminate user's access to HRSA EHBs internal account

5. Run reports and view electronic folders based on privileges

AAO

Access Authorizing

Officer

LALPQC

BHCMIS (BPHC)

FQHCLA PQC

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-PAO role is used to:

1. Review LAL-PQCD's recommendation for the Designation Memos and included NLDs.

2. Review and approve "Eligibility/Completeness" checklists in FQHC LA C&E module

3. Review and approve "Pre-Designation Review" checklists completed by Project Officers (PO) in FQHCLA Pre-Designation module.

4. This role will be also used in CIS for FQHC Look-Alikes.

5. Site Visit (PMM only)

a) Create site visit for any Federally Qualified Look-Alike Health Centers.

b) Update assigned site visits.

c) Request site visit to be canceled or deleted.

d) Request Contributions.

e) Review the BPHC Staff Site Visit Report and the Cancel/Delete Site Visit Request.

f) Create and view custom reports from the site visit datasets

6. Review and approve PO's recommendation for Progressive Action submission and tasks.

N/A BHPC(OPPD)

LALPAO

BHCMIS (BPHC)

FQHCLA PAO

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-PAO role is used to:

1. Review LAL-PQCD's recommendation for the Designation Memos and included NLDs.

2. Review and approve "Eligibility/Completeness" checklists in FQHC LA C&E module

3. Review and approve "Pre-Designation Review" checklists completed by Project Officers (PO) in FQHCLA Pre-Designation module.

4. This role will be also used in CIS for FQHC Look-Alikes.

5. Site visits (PMM only)

a) Update the assigned site visits for any grant organizations and Federally Qualified Look-Alike Health Centers.

b) Provide Contributions.

c) Create and view custom reports from the site visit datasets

6. Review and approve PQC's recommendation for Progressive Action submission and tasks.

N/A BHPC(OPPD)

UDSMNG

BHCMIS (BPHC) UDS

Manager

The UDS Manager will be responsible for all administrative functions related UDS reporting. Following is an example of an administrative function:

1. Approving or disapproving grantee report exemptions requests Individuals with this role will also have access to all UDS specific system reports and the Grants Submission system report.

2. View the HCQR reports submitted by BPHC grantees that received ARRA funds.

N/A BPHC (OQI)

UDSQC

BHCMIS (BPHC) UDS QC

Reviewer

UDS QC Reviewer has the following responsibilities:

1. Review UDS reports after they have been reviewed by the UDS Reviewer. In this task, the UDS QC Reviewer follows the same tasks as in the review report submissions task by UDS Reviewer. The QC Reviewer must conduct a review on reports that have been explicitly marked for review. Additionally, the UDS QC Reviewer can also conduct spot check review on certain reports.

2. Finalization of UDS. In this task, the UDS QC Reviewer has the ability to make minor corrections to grantee data, run audit checks on aggregate reports, prepare aggregate data and finalize the UDS review process. Individuals with this role will also have access to all UDS specific system reports and the Grants Submission system report.

3. Review and if needed request changes for HCQR reports submitted by BPHC Grantees that received ARRA funds.

N/A BPHC (OQI)

UDSREV

BHCMIS (BPHC) UDS

Reviewer

UDS Reviewer has the following responsibilities:

1. Review UDS report submissions from grantees. In this task the UDS Reviewer is required to review each table in the report and assign table ratings. The UDS Reviewer can also send the report back to grantee for change request.

2. Review UDS reports after they have been reviewed by the UDS QC Reviewer. In this task, the UDS Reviewer follows the same tasks as in the review report submissions task. Individuals with this role will also have access to all UDS specific system reports and the Grants Submission system report.

N/A BPHC (OQI)

BPHCDSB

BHCMIS (BPHC)

Dashboards BPHC executives and staff that are not involved in the grants approval process are provided access to BPHC Dashboards through privileges assigned to the BPHCDSB role.

N/A BPHC

FQHCLAADM

BHCMIS (BPHC)

FQHCLA SCOPE ADMIN

For BPHC, the FQHCLA Scope Administrator creates a CIS request on behalf of Look-Alike (LA) organization and can view the CIS List in LA handbook.

N/A BPHC

FTCAAPOD

BHCMIS (BPHC) FTCA

APO Deeming To Review and Sign-off Deeming memo BHCMIS (BPHC) Free Clinics APO Deeming BPHC (OQD)

FTCACA

BHCMIS (BPHC) FTCA

C/A Reviewer

The first role in the review process of FTCA applications. After June 10, this is becoming the FTCA Completeness and Accuracy review.

• To review the FTCA applications for H80 grants.

• With the Free Clinics sub role, to review the FTCA applications for free clinics.

BHCMIS (BPHC) Free Clinics C/A Reviewer BPHC (OQD)

FTCAPAOD

BHCMIS (BPHC) FTCA

PAO Deeming

Review Deeming Memo

Site Visits:

• Create and update FTCA site visits for any FTCA deemed grantee.

BHCMIS (BPHC) Free Clinics PAO Deeming BPHC (OQD)

FTCAPQCD

BHCMIS (BPHC) FTCA

PQC Deeming

Creates Deeming Memo with applications and reviews coverage period and Performance Improvements

Site Visits:

• Create and update FTCA site visits for any FTCA deemed grantee.

• Request site visit to be canceled or deleted.

• Request Contributions.

BHCMIS (BPHC) Free Clinics PQC Deeming BPHC (OQD)

FTCAPSA

BHCMIS (BPHC) FTCA

Program Support Analyst

The role "FTCA Program Support Analyst (FTCA PSA)" was introduced as a part of FTCA 1.3.5 release on June 10 2010. This role is used only by FTCA System. The functionality of this role is to monitor and record communications on a specific FTCA application and run FTCA reports that are being reviewed.

BHCMIS (BPHC) Free Clinics Support Analyst BPHC (OQD)

FTCAREV

BHCMIS (BPHC) FTCA

Reviewer

The second role in the review process of the FTCA applications. After June 10, this became the FTCA reviewer role. This role performs the programmatic review of the FTCA applications.

• To perform programmatic review of FTCA applications.

• With the Free Clinics sub role, to provide programmatic review of FTCA applications for free clinics.

BHCMIS (BPHC) Free Clinics Reviewer BPHC (OQD)

LALPO

BHCMIS (BPHC)

FQHCLA PO

For BPHC, the Federally Qualified Health Center Look-Alikes (FQHCLA) program. LAL-PO role is used to perform following responsibilities:

1. Review and approve "Eligibility/Completeness" checklists in FQHC LA C&E module.

2. Review and approve "Pre-Designation Review" checklists completed by Project Officers (PO) in FQHCLA Pre-Designation module.

3. Review Baseline Scope Verification (BSV) submitted by FQHC Look-Alikes.

4. This role will be also used in CIS for FQHC Look-Alikes.

5. Site Visits:

a) Create site visits for Federally Qualified Look-Alike Health Centers.

b) Update assigned site visits for Federally Qualified Look-Alike Health Centers.

c) Request site visit to be canceled or deleted.

d) Request Contributions.

e) Create and view custom reports from the site visit datasets.

6. Review Progressive Action submission/tasks and to make recommendation to LAL-PQC.

N/A BHPC(OPPD)

LALPQCD

BHCMIS (BPHC)

FQHCLA PQC

Designation

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-PQCD role is used to create designation memo, prepare NLDs and add/update Terms & Conditions.

N/A BHPC(OPPD)

LALADM

BHCMIS (BPHC)

FQHCLA SCOPE ADMIN

Scope Admin can create CIS app for grantee. N/A BHPC(OPPD)

LALAPO

BHCMIS (BPHC)

FQHCLA APO

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-APO role is used to review LAL-PAO's recommendation for the Designation Memos and included NLDs.

N/A BHPC(OPPD)

PQCFTCA

BHCMIS (BPHC) FTCA

PQC Reviewer

• To Review FTCA Reviewer's recommendation and made a final decision on the application for the H80 grantee.

• With the Free Clinics sub role, to Review FTCA Reviewer's recommendation and made a final decision on the application for the free clinic.

Site Visits:

• Create and update FTCA site visits for any FTCA deemed grantee.

• A PAO user with a OCC sub-role can recommend an Off-Cycle condition from a site visit.

• Request site visit to be canceled or deleted.

• Request Contributions.

BHCMIS (BPHC) Free Clinics PQC Reviewer BPHC (OQD)

BHPR_USER

BPMS (BHPR) BHPR

Report Viewer View various BPMS report hosted in EHB N/A BHW

BPMH ADMIN

BPMH (BHW)

Administrator

The BPMH Administrator is responsible for the following

• Create BHW performance reports (annual performance reports, semi-annual performance reports, final performance reports and final reports) in the EHBs

• Update the following information in the performance reports: grantee due date, days from due and PO review due date

• Delete performance reports

• Re-open processed performance reports

• Program manual administration: create, update and publish BPMH program manuals.

N/A BHW

BPMS_AN BPMS (BHPR) Analyst Add/Update GPRA Report comments, and exclude reports from GPRA Report. N/A BHW

BSTAFF Bureau Staff View CIS Application View Deliverables View Reports

N/A BHPC

CC Call Center Call Center has the responsibility of providing technical and functional support to end users. Using the handbook, they can manage user accounts and communicate bugs and enhancement requests to HRSA EHBs change control board.

N/A OIT

CHGMEFIR

CHGME Fiscal

Intermediary Read Only An auditor gets this role when they register to the EHBs via WEBFIReview website. This role does not have any specific responsibilities.

N/A BHW

CHGMEFIA

CHGME Fiscal

Intermediary Auditor CHGMEFIA is an auditor who is responsible for filling out FTE assessment forms and submitting it to the audit administrator for review.

N/A BHW

CHGMEFIAA

CHGME Fiscal

Intermediary Audit Administrator

CHGMEFIAA is responsible for the following:

1) Review and possibly update the FTE assessment forms submitted by CHGME FIA

2) Forward the FTE assessment forms to HRSA Project officer.

N/A BHW

CSS

Closeout Support

Specialist This role belongs to HRSA contractors that view the PMS files daily. N/A N/A

CR Core Reviewer The CORE Reviewer has the following responsibilities in GEMS workflow. Review obligations sent from GEMS into CORE and provide feedback regarding each obligation based on the processing in CORE.CORE Handbook allows the Core Reviewer to perform all the above functions.

N/A OFAM

COR

Contracting Officer's

Representative This individual has the final authority to approve or disapprove the TA Request. CORTATS OIT

DFI QC DFI Quality Controller

1. Assign the Financial Assessment to the DFI Reviewer. Review the Financial Assessment Document that has been forwarded by the Reviewer. Rate the quality of the review. Publish the Financial Assessment.

2. ESV Conduct: With the DFI QC role, a user can perform the following:

a) Review and approve the draft/final site visit reports

b) Update the site visit report and post site visit questionnaires

c) Request approval from the DFI_DMO

N/A DFI

DFI Audit Reviewer DFI DFI FA Reviewer OAFM

DFI SV Reviewer DFI

DFI_DMO

DFI Management

Official

1. ESV Conduct - DFI grant program site visits: With the DFI DMO role, a user can perform the following:

a) Review and approve the draft/final site visit reports

b) Update the site visit report and post site visit questionnaire sections

c) Route the approved draft/final report to the DFI SV Reviewer for emailing to grantee

2. ESV Conduct - 340B site visits:

a) Review and approve the 340B site visit report

b) Update the site visit report and post site visit questionnaire sections

c) Route the approved report to the DFI 340B SV Reviewer for emailing

N/A DFI

DFI 340B SV Reviewer DFI 340B Site Visit

Reviewer

2. ESV Conduct - 340B site visits: With the DFI 340b SV Reviewer role, a user can perform the following:

a) Initiate and document a site visit for a 340B entity

b) Request approval of the site visit report from the DFI 340B QC

c) Email the site visit report

N/A DFI

DFI 340B QC

DFI 340B Quality

Controller

2. ESV Conduct - 340B site visits: With the DFI340B QC role, a user can perform the following:

a) Review and approve the site visit report

b) Update the site visit report and post site visit questionnaire sections

c) Request approval from the DFI_DMO

N/A DFI

DGMOP DGMO Planner Users from this role belong to the DGMO (Division of Grants Management Operations) grant office. They assist in negotiating and inputting relevant dates for award processing.

N/A OFAM

1. Perform Financial Assessments. Maintain/update the Financial Assessment Documents regularly.

2. ESV Conduct: With the DFI SV Reviewer sub role, a user can perform the following:

a) Initiate and document a site visit for a DFI institution

b) Request approval of the draft/final site visit report from the DFI QC

c) Email the site visit draft/final report to the institution

d) Resolve and revise the draft site visit report into the final site visit report

DFI Reviewer DFI Reviewer

DGPP DGP Planner User from this role belongs to the DGP (Division of Grant Policy) office. They will input the different dates of guidance processing into the crosscut-reporting module.

N/A OFAM

DIR DIR Staff

DIR Staff is an internal HRSA role that is primarily responsible for the validation, selection and management of reviewers. DIR staff have access to all the data submitted by reviewer candidates/reviewers and decide based on the selection criteria like training and credential validation results whether the candidate is eligible to serve as a HRSA reviewer.

N/A OFAM

DP DIR Planner User from this role belongs to the DIR (Division of Independent Review) office. They will input information like Type of DIR Review, DIR Extraction Date, ORC Meeting Dates.

N/A OFAM

DSO DSO Representative

The primary role of Digital Services Operations (DSO) is to process the applications that have been downloaded from Grants.gov and create EHBs applications for the Grants.gov application. DSO performs the following functions:

1. Create an EHBs application for each Grants.gov application that has been downloaded in to EHBs by the Systems-to-System interface between EHBs and Grants.gov

2. Create an application in EHBs for Paper application submitted by applicants Beginning with Grants.gov release v2.0 in middle of 2009 HRSA has moved towards automation of application creation, data population and submission. With this transition DSO 's primary responsibility has shifted towards correcting grants.gov applications that could not automatically be created by the system. The following functions will now be performed by DSO

3. Correct Application that could not be created due to missing or inconsistent data

4. Resolve resubmission/duplicate applications that cannot be automatically resolved by system

5. Reopen applications that have been marked duplicate by the system or by DSO

6. Correcting Applications PDF's that are have errors-that have errors --missing required attachments, incorrect file formats, password protected files

7. Review applications that have submitted after the application deadline

N/A OFAM

DSOADMP

DSO Admin Planner

Users from this role oversee and interact with the DSO (Grants Application Center). They will input the date when Program Package gets sent to DSO for each of the funding cycles.

N/A OFAM

EM Extension Manager This role is responsible for extension of deliverable deadlines and is currently used only for UDS deliverables.

N/A OFAM

EU External User Grantee N/A N/A Expert Expert Completing the TA reports and sending for further approval N/A OIT

FDE Financial Data Entry The FSR Data Entry (FDE) has the following responsibilities: 1. Individuals with this role are responsible for processing FSR submitted on paper and entering the FSR information into the HRSA EHBs. FDE Handbook allows the FSR Data Entry to perform all the above functions.

N/A OFAM

FMO

Financial Management

Official

FMO has the following responsibilities in EHBs:

1. Review the funding memo for the CAN and funding amount.

2. Request change the funding memo from Programs office.

3. Review the award approval list for the CAN and award amount.

4. Disapprove the approval list and request change from the QC.

N/A OFAM

General General User

General User can:

1) Register for a Course

2) Unregister a course that the user previously registered for

3) Contact the instructor of a session

4) View Study Material

5) View Course Details

6) View Sessions

7) Site Visits

a) BPHC staff assigned as site visit participants to update the site visit.

b) Provide contributions requested from a site visit.

ALL (HRSA) ALL (HRSA)

GA Grants Administrator

The Grants Administrator (GA) has the following responsibilities in EHBs workflow:

1. Set up CRS-EIN for new, competing continuations and transfer of grants to new organizations.

2. Correct Submitted applications

3. Set up Terms and Conditions

Award Transaction Reviewer OFAM

GMO

Grants Management

Officer

The Grants Management Officer (GMO) has the following responsibilities in EHBs workflow:

1. Review and Approve Prior Approval Requests

2. Review and approve EDM submissions

3. Review and approve the Funding Memo

4. Assign applications to Grants Management Specialist (GMS) for preparing NoA.

5. Sign awards.

6. Explicitly release an award.

7. GMO can exercise control over the release after it is processed in GATES. By default, the award is released as soon as it is processed in GATES

8. In addition, the GMO is responsible for managing the workload and default assignments of GMS. The GMO can also put an award on hold and delete an award. GMO Handbook allows the Grants Management Officer to perform all the above functions.

N/A OFAM

Completeness Eligibility Reviewer Grant Document Reviewer

Financial Report

Off cycle Conditions

GTA

Grants Technical

Assistant The Grants Technical Associate (GTA) notifies awardees regarding the grant of an award using email or postal mail. GTA Handbook allows the Grants Technical Associate to perform all the above functions.

N/A OFAM

HAB Analyst HAB (HAB) Analyst View HAB Reports N/A HAB

HSVPA

HRSA Site Visit Plan

Approver

ESV Planning: This role is the final level of approval for all annual site visit plans requiring the Office Of Operations (OO) review. An individual with this role can do the following:

a) Review and approve annual site visit plans

b) Disprove annual site visit plans by requesting change from HSVPR

N/A OIT

HSVPR

HRSA Site Visit Plan

Reviewer

ESV Planning: This role is the first level of final review for annual site visit plans requiring the Office Of Operations (OO) approval. An individual with this role can do the following:

a) Review and approve annual site visit plans

b) Disprove annual site visit plans by requesting change from bureaus/offices

N/A OIT

WIKI-EHB-Help-Author Help Author Authoring Help Articles in WIKI and associating them with their corresponding pages in the EHBs N/A ALL (HRSA)

WIKI-EHB-GIB Help Browser Viewing/Accessing WIKI Help via the EHBs N/A ALL (HRSA)

WIKI-EHB-Help-RVWR Help Reviewer Authoring Help Articles in WIKI, approving Help articles for Publishing in WIKI, and associating them with their corresponding pages in the EHBs

N/A ALL (HRSA)

WIKI-EHB-KB-Author Knowledge Base Author Authoring Knowledge Base Articles in WIKI N/A ALL (HRSA)

OFAMGMS

Grants Management

Specialist

The Grants Management Specialist (GMS) has the following responsibilities in EHBs workflow:

1. Conduct the business review on the application and to analyze the proposed budget.

2. Review and Approve Prior Approval Requests

3. Review and Approve EDM Submissions

4. Create additional information request for grantee

5. Mark conditions as met

6. Prepare Terms and Conditions for the award.

7. Prepare the Notice of Award (NoA) for an award and send it to the QC for quality review.

Sub roles:

C/E Reviewer - Responsible for approving all C&E reviews.

Grants Document Reviewer - Responsible for completing the Grants Administrative Review (GAR) reviews.

LAO Loan Award Officer

The Loan Award Officer (LAO) has the following responsibilities in EHBs workflow:

1. Assign Loans to Loan Award Specialists

2. Create and Expedite Batch Awards

3. Initiate Loan Actions

4. Prepare FMO Approval Lists

5. Sign Awards

6. Review Obligations

7. Review Awards on ETL Hold

8. Review Awards on Release Hold (Send Awards to LAS)

N/A OFAM

LAS Loan Award Specialist

Loan Award Specialist (LAS) users will have the following functionalities:

1. Provide Supplementary FM Reviews

2. Initiate Loan Actions

3. Prepare NLAs

4. Notify Awardees

N/A OFAM

OFAMDSB OFAM Dashboards Users who have ability to view OFAM Dashboards N/A OFAM

OHIT_AN OHIT (OHIT) Analyst

This user has read-only access to reports in the OHIT systems to view summary report or any individual grantee reports. The user does not have the authority to return or approve reports and cannot edit report data. This is for analysts, possibly outside contractors, who are viewing data for some purpose for example helping some HRSA program analyze the effectiveness of their measures.

N/A OHIT

ORHP_AN ORHP (ORHP) Analyst This user has read-only access to reports in the ORHP systems to view summary report or any individual grantee reports.

N/A FORHP

OROStaff ORO Staff Responsible for uploading OPR site visit information/Documents into EHB. N/A FORHP OPRStaff OPR Staff Responsible for uploading OPR site visit information/Documents into EHB. N/A ORO

Change in Scope Completeness Reviewer

TATS

Off cycle Conditions

Funding Memo Pre-Funding Reviewer

ALL BureausPAO Program Approving

Official

This is a supervisory role defined for bureau personnel. PAO within EHBs are responsible for the following:

1. Review and approve "Eligibility/Completeness" checklists

2. Review and approve "Pre-funding Review" checklists completed by Project Officers (PO).

3. Review and approve the Funding Memo

4. Review CIS applications (Health Cluster Program Only)

5. Review Prior Approval Requests

6. Review and approve EDM submissions Division Directors in the bureau may play this role.

7. Planning annual site visit (ESV only)

a) Review and approve annual site visit plans for the division and program

b) Update annual site visit plans sent for review

c) Identify additional grants requiring site visits

d) Prepare the site visit information and travel plan for the additional identified grants

e) Optimize the annual site visit plans by combining site visits and travel plans

f) Request approval from APO

g) Request change from PSVR

h) Request contribution I) create and view custom reports

8. Conducting site visits (ESV only)

a) Create site visits, and

b) Update assigned site visit records: edit the Post-Site Visit Questionnaire and Site Visit Report sections of a site visit record

c) Request Change from PQC

d) Request Contribution

e) Review and approve site visit record

f) Create and view custom reports from the site visit datasets

PDRANL

Program Document

Review Analyst Performs the Technical Review (A&E, NEPA/SHPO) of the FIPV, SBHCC, and NAP applications. N/A BPHC

PGA

Program Grants Administrator

PGA has the following responsibilities in EHBs:

1. Create Funding Memo.

2. Create Batch Funding Memo.

N/A Programs Office

All Bureaus

Change In Scope Completeness Reviewer Pre Funding Reviewer

Performance Report Reviewer Progress Report Reviewer

Program Document Reviewer Formula Administrator

TATS

Off cycle Conditions

Change in Scope Completeness Reviewer

Funding Memo Pre-Funding Reviewer

Performance Report Reviewer Formula Administrator

TATS

Off cycle Conditions

QC

Quality Control

Reviewer

QC has the following responsibilities in EHBs:

1. Review the NoA.

2. Edit the NoA if required to meet the quality requirements.

3. Request change from GMS.

4. Add awards to approval list and request approval from FMO.

5. Reassign the FMO award approval task.

N/A OFAM

Programs Office All Bureaus

Programs Office All Bureaus

This is a supervisory role defined for bureau personnel. PQC within EHBs are responsible for the following:

1. Review and approve "Eligibility/Completeness" checklists completed by Project Officers (PO).

2. Review and approve "Pre-funding Review" checklists prepared by Project Officers (PO).

3. Review and approve the Funding Memo forwarded by PGA for approval.

4. Review CIS applications (Health Cluster Program Only)

5. Performance Report Reviewer: This sub-role can perform the review of the Annual Operating Report (AOR's) submitted by grantee and that are reviewed by the PO. Also, can perform the review for the Need Analysis.

6. Review Prior Approval Requests

7. Review and approve EDM submissions

8. Create, review and approve site visit records

a) Create site visit records for grant organizations

b) Update assigned site visit records: edit the Post-Site Visit Questionnaire and Site Visit Report sections of a site visit (ESV only)

c) Request change from PO

d) Request Contribution

e) Review and approve site visit record or send for further approval to PAO (ESV only)

f) Review BPHC site visit report (PMM only)

g) Cancel/Delete site visit record (PMM only)

f) Create and view custom reports from the site visit datasets

The PO is responsible for:

1. Reviewing Prior Approval Requests

2. Reviewing and Approving EDM submissions

3. Creating additional information requests for grantees

4. Create site visit records for grant organizations

a) Update assigned site visit records for grant organizations

b) Cancel site visit records prior to review (ESV only)

c) Request Contributions

d) Create and view custom reports from the site visit datasets

e) Request for approval from PQC

f) Email site visit report to grantee (ESV only)

g) Request for cancelation and delete (PMM only)

The sub roles have the following responsibilities:

CIS: Used to review or approve change in scope request that H80 grantees submit.

Completeness Reviewer: This role allows a user to perform Completeness and Eligibility (C&E) review of a competing application. A user is able to assign C&E reviews to himself or the PQC/PAO can assign

PO Project Officer

Program Quality Controller

PQC

SA System Administrator

SA has the following responsibilities in EHBs:

1. Manage Access Requests-Creating new accounts and modify existing user accounts.

2. Manage user accounts and permissions.

3. Add and maintain data such as funding cycles, programs.

N/A OIT

SCPAD Scope Administrator For BPHC, the Section 330 Scope Administrator creates a CIS request on behalf of grantee and can view the CIS List in grantee's handbook.

N/A BPHC

Administrator Training Administrator

Any user with "Training Administrator" role can perform the following actions:

1) Create a Course

2) Publish a course

3) Create a Session

4) Publish a Session

5) Update a Course

6) Update a Session

7) View Action History for Course

8) View Action History for Session

9) View/Update Roster

10) View Expectations for a Session

11) Cancel a Session

12) Inactivate a Course

N/A ALL (HRSA)

Instructor Training Instructor

Any user with "Training Instructor" role can perform the following actions:

1) Update a Course

2) Add a New Session

3) Update a Session

4) View Action History for Course

5) View Action History for Session

6) Publish a course

7) Publish a session

8) View/Update Roster

9) View Expectations for a Session

10) Cancel a Session

N/A ALL (HRSA)

PS Planning Staff This role is responsible for creating the funding cycles. NCC Renewal OFAM

PSS

Planning Staff

Supervisor This role is responsible for reviewing the funding cycles for their bureau before the funding cycles go to

DGP.

N/A OFAM

PA Planning Administrator The users with this role are within the DGP and responsible for reviewing and publishing the funding cycles.

N/A OFAM

BHCMIS Admin

BHCMIS (BPHC)

Administrative Staff

The sub role has the following responsibilities:

Site Visit Admin: This roles allows users to perform the following administrative actions on a site visit record:

a) Create backdated site visits

b) Update dates of existing site visit records

c) Cancel/Delete a site visit

d) Reopen a completed site visit for updates/corrections

Site Visit Admin BPHC

Role Details