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Adding a New Grant

Grant Management

Written by April Lockett

Updated at September 18th, 2023

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New grants can be set up by using the Add New or Quick Add New buttons at the top of the form. The Quick Add New form is a modified version of the in-depth grant setup form outlined below.

  • On the Grant Management search form, select Add New. 
  • If not automatically generated, enter a Grant ID, which, as specified in the form instructions, must be a unique three-character ID.
Please Note: One- and two-character Grand IDs will cause duplication errors if they match any part of another Grant ID.
  • Enter a Grant Description. This determines how the grant will be identified in search forms and drop-down lists.
  • If applicable, add a Grantee Agency and accompanying Address Information. These are used for reference and populating some reports.
  • Select the Owning Organization. This identifies which organization has rights to edit the grant. The Owning Organization will default to the Organization the user is currently logged into.
  • If necessary, check the Enrollment Required checkbox. This will not allow a client to receive services from that grant unless they are enrolled in a program tied to that grant. 
  • If applicable, use the Define Eligibility button to associate this grant with a pre-defined set of eligibility criteria.
  • Select Next to continue on to the next form.

 

Additional Details Form

  • Set the Begin Date and End Date. This defines the date range the grant will be accessible to associate with program enrollments and services.
  • If applicable, use the Account drop down list and select an account or add a new account that uses this grant as a Managed Fund.
  • Use the Accessing Organization multi-select box to select which organization(s) will have access to this grant. This box manages the information specific to this grant.
Please Note: To manage access to multiple grants for an organization, see Controlling Organization Access to Grants below.
  • Select Next to continue on to the next form.

 

Project Information Form

  • Select WIA Grant if the grant is a Workforce Investment Act grant for employment services.
  • For Federally funded grants, select the appropriate Federal Grant Program and the corresponding Grant Program Component.
  • Select Finish and be returned to the Grants search form.
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