Grants

What It Does

Many offices depend on multiple Funding Sources. The Grants Tracking section assists you in:

1) Applying for grants,

2) Reapplying for grants,

3) Capturing knowledge of what worked in the past,

4) Maintaining compliance with grant requirements,

5) Keeping track of the budget for a grant, and

6) Seeing if the grant accomplished its goals.

Use

Security Concerns

Grant information is protected on the Admin Ribbon Bar Choice. If the choice is grayed out, you haven’t been given permission to use it.

Overview

Since the grants are stored under the granting agencies, the first step is to enter that agency’s name by Grants Add Grantor.

Once the Grantor has been entered, you don’t need to add it again. You merely select it from a search screen. The next step is to Add Grant. This allows you to track all the grants offered by a grantor.

There is a combined Add a Grant and Grantor form that allows you to perform both steps at the same time.

Add Grantor

Uses the same table and form as Contributor’s Organization. See instructions in Donations section

Add Grant

If you try to add a Grant, you get a prompt that you must first find a Grantor, using the Grantor search screen, before adding a Grant

Grantor search screen

i) Search Name of Organization using the Search Field pull down

ii) Locate your Grantor in the list and double click it OR

iii) Locate your Grantor in the list, put your cursor next to it and click on the Open Intake button

iv) You can limit the list of Grantors to only those with Grants by pressing the With Grants button.

Grant tracking form

A multi-tabbed form.

1. The Grantor tab displays information about the agency offering the grant

2. Go to the Grants List tab to add a grant. This tab acts as a table of contents showing a summary of the grants offered by the Grantor. To enter a new grant, enter the basic information here. Click on the arrow pointing at a yellow star in the left hand bottom corner of the screen to go to the first empty intake sheet.

3. Next, go to the Grant Detail form to complete the information. Selecting a grant from the previous tab (Grants List) displays all the information about that grant on this page.

4. Grant Notes – These are the general notes stored about the grant displayed on the Grant Detail page

5. Checklist App – This provides a checklist for an evaluation of your grant application narrative. It is divided into sections and attempts to insure that your application is focused and comprehensive. Having someone else read your application and fill out this form is extremely useful

6. Requirements – All grants have conditions for receiving the grant. These could be pre-grant (only low income organizations), during the grant period (reporting on people helped) or post grant (what was accomplished with the money). This page allows you to track these requirements and whether they were accomplished

7. Monitor – Once a Grant is received, you have to show that you accomplished something with it. This page provides monitoring information for the grant selected on the Grant Detail page. It stores the goals of the grant, how these goals will be measured, and whether the goals were accomplished

8. Budget – A budget for a Grant consists of two things: how you plan on spending the money and how you actually spent it. This page allows you to enter slips that track both of these

9. Calendar – This interfaces with the general case management calendar. Dates that forms are due, meetings are scheduled, and evaluation visits will take place are easily entered in the calendar.

Search/Edit Grantor and Grants

Gets information on a Grantor or locates one or more Grantors that meet certain criteria