On the Main Menu bar, The POC selects “Add Officials – Organizations Pending Enrollment” from the Enrollment tab. If an organization’s enrollment is still pending and the POC needs to modify or delete an official, “Modify/Delete Officials – Organizations Pending Enrollment” would be selected from the Enrollment tab.

Select Recipient Organization

If visible, select the specific Recipient Organization for which officials will be defined. This step appears when a Point of Contact is responsible for multiple Recipient Organizations. If this option is not displayed, continue with the actions noted below.

Verify Point of Contact Information

The purpose of this action is to verify that the correct individual has been designated as the Point of Contact and that this individual’s information is accurate.

1. Review the Recipient Organization information.

2. Click Accept or Decline.

Note: If the Recipient Organization name , DUNS, or EIN is incorrect, click Decline. If you are the incorrect Point of Contact, click Decline. Declining the Point of Contact responsibility sends a notification to the Enrollment Initiator that your information must be updated or a new POC must be entered, but it does not prevent you from being designated as another organization official.

STEP 1 - Enter Official’s Information

HELP FOR THIS STEP

1. Enter official's information. Required fields are indicated by an asterisk and include the following:

• First Name - Individual's first name

• Last Name - Individual's last name

• Organization Name - this information is carried forward from when the new organization was initiated.

• Mailing Address 1 - first line of mailing address (usually the street address) which is carried forward from the initiation step.

2. Indicate whether the address is U.S. or international.

Note: The information is carried forward from the initiation and can be updated.

3. Click on one or more of the roles for this individual.

4. Click Continue.

Note: If the official you are adding is already an ASAP.gov user, ASAP.gov will refresh the screen and give you the opportunity to select this user. If this is not the same individual, you will need to update the email address of the new user with correct information.

STEP 2 - Enter Point of Contact (POC) Information

HELP FOR THIS STEP

1. Review official(s) entered on Step 1 for correct name and assigned role and make changes, if necessary.

Note:

• An individual can be deleted by clicking the corresponding X in the Remove Row column. If this was a new user to the ASAP.gov system, this action will permanently remove this individual.

• An individual's profile can be updated by clicking the 'Edit Details By clicking the Details icon, the Reviewer is presented with additional information plus each individual item in the payment request. ' icon if they have not already been approved by the Head of Organization.

• Additional roles can be added to an official by clicking the un-checked box corresponding to the desired role.

• Roles can be removed from an official by clicking the checked box corresponding to the role to be removed.

2. Click Add Another to designate additional officials for remaining roles or click Submit A utility in ASAP.gov generally associated with a set of more than one enterable field. These fields may be user-specified selection criteria or fields filled in as part of an online transaction such as a payment request. By clicking 'Submit' the user sends the set of data elements for system action to advance directly to the next step in the business process flow. For example, the user may fill in a set of selection criteria and then 'submit' the criteria to retrieve the data. .

Note: An organization must have at least one official designated for Head of Organization, Authorizing Official the individual responsible for defining and maintaining the Recipient Organization information, including the individual(s) who will have access to perform payment requests for the organization. , Financial Official, and Point of Contact before you can submit.

STEP 3 - Define Officials Confirmation

HELP FOR THIS STEP

This step is the receipt of a confirmation System generated message that is displayed in response to an action. that your transaction has been posted. There are no additional actions required on this step, however, the following are options available to you:

• Print a copy of the Confirmation

Note:

• The Confirmation Number is made up of the Agency Location Code, Recipient Organization ID The 7-digit identifier assigned to a Recipient Organization or Payment Requestor within ASAP. , and date the date the transaction was completed. & time stamp.

• You may print a copy of this page by clicking the Printer Friendly button that displays a .PDF version of this page (you must have Adobe Acrobat reader installed on your computer in order to view).

• Perform another transaction as the current user by selecting an action from the header.

• Logoff as the current user.

Note: The new Re-delegated Head of Organization or Authorizing and Financial officials will not become effective until they are approved by the Head of Organization. If the Head of Organization does not act on the pending officials within 45 days, the POC is notified.

See procedures for HOO Approves Officials for the next step in the enrollment process.

HOW DO I

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