ONLINE GRANTS MANAGEMENT SYSTEM INFORMATION
A grant applicant creates an account in the Online Grants Manager, and then logs on to that account to access the list of available grants and start a new grant application. Your application can be saved as a draft, and when you log on again it’s easy to return to that draft, make edits, and submit the application. Each account maintains a record of the application history that you can access at any time. Once a grant is awarded, the Online Grants Manager allows grantees to see the status of their grant, check due dates, and submit electronic grant reports right from their account. We recommend that you carefully read the instructions below before registering and starting your first application.
Registration and Log-In
All applicants are required to create an account. We suggest creating your account well in advance of the grant deadline to avoid any last minute issues.
- New users must first register by clicking "Create New Account" on the Logon Page.
- Returning users simply log on to the system using the registered email address and password.
- There is a system prompt to assist if you need a password reminder.
- If you are unsure if you have an account, please contact email@example.com or 765-747-7181.
- Please do not create a second account with the same email address.
- If you represent two organizations, you will need two different accounts with separate email addresses as each user represents a single organization.
The Registration Process
At the time of registration, you are required to enter a username that is an email address, your contact information, your organization’s information, including the EIN/Tax ID number (required), and contact information for the organization’s Executive Officer.
The registration process has four sections:
- Organization information
- Individual user information
- Executive officer information
- User password
Note: During the registration process, you cannot save partial information.
Managing/Updating Your Registration Information
The first person to register for an organization enters the organization’s information, which creates the organization profile. Additional users can be added to that organization. If you are unsure whether your organization has an account or if you need to be added to an existing account, please contact us at firstname.lastname@example.org or 765-747-7181.
To update your organization information, click on your name at the top right corner of the screen and select “Edit Organization” from the drop-down menu. To update your user information, click on your name at the top right corner of the screen and select “Edit Profile” from the drop-down menu.
The Application Page/Applicant Dashboard
Once your account is set up, your account dashboard is accessible. From the dashboard, you can edit your contact information, begin the application process, access application drafts and submitted applications, and view details and complete the report process for grant awards.
- As a new registrant, when you log in you will be directed to the Apply Page.
- As a returning registrant with grant history you will be directed to the Applicant Dashboard.
- On the top of both screens you will see the Home button and the Apply button.
- The Home button will take you to your Applicant Dashboard.
- The Apply button will take you to the Apply Page.
Applicant Dashboard – This is where you can check the status of grants, follow up forms, organization information, email history, and your public profile.
Apply Page –This lists available grant cycles and is the place to preview applications and apply for grants.
Navigating the Online Grant Management System
The online system looks similar to previous PDF or paper applications offered by the Foundation simply in an online format. Although the system saves your work, we recommend you prepare your responses in a document outside of the online system (e.g. Microsoft Word) and then copy and paste the text into the online form. We recommend that you do not use formatting tools, as available in Microsoft Word, because the formatting will likely not transfer to the response area when pasted into the online system.
The online application flows in collapsible sections for most grant cycles. Below are the typical sections
- Type (Quarterly Competitive Grants only)
- Additional Information
Fields with an asterisk (*) are required. You will not be able to submit your application without all required fields.
There are several different types of questions including short answer, multiple choice, date, essay, attachments (only one file per field), and blended (essay and attachment options). Please take note of character limits (includes spaces and characters) and file size restrictions.
Please remember to regularly save your work. The system will auto save every 20 minutes. A user will be automatically logged out of the online system after 90 minutes of inactivity. The user will receive a warning message at 80 minutes of the pending time out.
Remember to click "Submit Form" when you are finished. Once your application is submitted it is no longer available for editing. If you need to make a correction to a submitted form, contact us at email@example.com or 765-747-7181. You will receive a confirmation email. We recommend you add firstname.lastname@example.org as a safe sender.
Please watch for administrator comments during your application process. Administrators (Program Officers) will help with missing pieces. Administrators may also re-open your application in order to require more information.
If a grant is awarded, follow-up forms including a Grant Agreement Form, Request for Distribution Form, and Post Grant Report Form will be assigned. All follow-up forms will have clear due dates and can be seen on the Applicant Dashboard. Grantees will receive an email when follow-up forms are available.