Apply for a grant using the Grants Management Portal in the Grants Management
As an applicant, complete the Grants Program intake as your first step in submitting a grant proposal. You can access grants programs through Grants Management Portal.
Before you begin
Role required: business contact
About this task
In this stage, an applicant initiates a case for a proposal under a specific Grant Program. Each program is configured by the Grant Program Manager, who defines a set of eligibility rules. Applicants are required to respond to these questions as part of the application process.
Procedure
- In the Grants Management Portal, navigate to View Opportunities > All, and select the grants program the applicant wishes to apply for.
- Select Apply Now.
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Confirm the applicant’s eligibility by answering the eligibility questions.
If the applicant is ineligible, a message stating, “You may not be eligible” is displayed. Applicants have the option to review and update their answers.
- Select Start Application to create a case for the grants proposal.
- Enter the details of the applicant and the organization that is submitting the proposal, then select Mark Complete.
- Optional:
Add an authorized representative to act as a signatory for your organization.
Business contact can add an existing contact by in the Individual field. Existing business contacts can only be added if they are already associated with the business/organization. You can create new contacts by adding their details in the form. This will create a new business contact, which can be approved by an admin in a later stage of the application. You can add multiple representatives to the application, or you may leave this section blank.
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Enter the Proposal information and select Mark Complete.
Field Description Project Title Enter title for the proposed project. Project Abstract Provide a summary of the project's abstract. Proposed Funding Start Date Select the intended start date for funding from the calendar input. Proposed Funding End Date Select the anticipated end date for the funding period. This date must be chronologically later the start date. -
Add at least one project goal.
A detailed narrative can be entered in the text, or provided via a file upload.
- Create a deliverable.
- Add the required key personnel to the application.
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Provide information about the budget that will be used for your project, including allocations and relevant documents.
Input the total budget required under the requested budget total field. The amount entered cannot exceed the limit set by the Grant Program Manager. Allocate budget for each category under Cumulative budget totals. The sum of the category amounts must match the total requested budget total. Once the cumulative category amounts match the requested budget total, the total budget allocated will appear in green.
- Upload any other required documents.
- Upload any letters of intent, memoranda of understanding, or other relevant documents that demonstrate partnerships or collaborations for your project.
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Add any optional attachments to provide further context of the proposed project, such as appendixes, images, and extended data.
You may leave this section blank.
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Review the application in its entirety and correct any errors before submitting the application.
You can edit any information from previous activities by selecting on the pencil icon next to each activity. You can export the application details to a PDF format using the Export button.
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Sign off on the grants proposal.
The applicant's signature can be either typed or drawn. The terms and conditions can be modified and adjusted as well.
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Select Submit to route it to the agent and move it to the Screening stage.
The case is moved to the Review stage, and the Intake stage is marked complete.