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Create a grant round

Mel Howarth
Updated

Grant rounds are where you manage groups of applications.

A grant round can remain open indefinitely, over a financial year i.e. Innovation Grants 2019 or just a set period of time. 

You must have an open grant round to be able to enter or receive applications

Grant rounds are created from a program.

Create a new grant round.

  1. Open the program that you wish to create a grant round for
     
  2. Go to the Grant Rounds tab on the left
     
  3. Select the + icon
  4. Enter all the required fields on the General and Program Details tabs
     
  5. Save Draft
     
  6. Add a grant manager
    Go to the Contacts tab on the left. Add a grant manager who will get added as the default grant manager to all applications within the round
     
  7. Open or schedule the grant round
    When everything is ready, select Open button to make the grant round available or Schedule to automatically open at a future open date and time.

Clone an existing grant round.

  1. Open the grant round you wish to create a copy of.
  2. Select the New dropdown button at the top, then select Copy Grant Round.
  3. Enter the name for your new round and change the status to Draft.
  4. Press the Copy button at the bottom, then select Yes to navigate to the new round.
  5. You will now be able to enter the financial year, open/close dates and fund allocations for your new round, and change any other fields that have copied over that need updating (round code, description, etc.)
General Tab FieldsValue

Round Type

 

Depending on your system you may have some or all of the following:

  1. Single Stage Applications – An open round visible to all applicants
     
  2. Two-Stage Applications –  An open round visible to all applicants with a first stage (Expression of interest) and then a second stage for successful submissions
     
  3. Invited Applications – Will not appear as an open round and organisations will need to be invited to apply
     
  4. Staff Generated Grants – Will not appear as an open round and staff will need to manually enter the applications. Select this when all applications will be manually entered.

Choose the round type that will suit the majority of applications.
A grant manager can add staff generated grants to all round types and invite organisations to all round types except for staff generated rounds.

Grant RoundThe name of the grant round. Applicants will see this.
 Eg.'Education 2023'
Form TypeThe default form to be used for applications in the grant round.
Financial YearThe financial year.
Open Date and TimeThe date and time you wish for the grant round to open.
EOI Due Date and Time

The date and time that the expression of interest will close for 2 stage application rounds. 

No further applications will be able to be entered after this date and the grant round will be closed on the applicant Portal for open grant rounds.

FP Due Date and Time

The date and time that the full applications are due for 1 and 2 stage rounds. 

No further applications will be able to be entered after this date and the grant round will be closed on the applicant Portal for open grant rounds.

Restriction to 1 application per organisationYes or No. Will stop an organisation being able to submit multiple applications in this grant round.

 

Program Details FieldsValue

Program Description

 

The description of the grant round. This will be displayed to applicants if it is a public grant round so be sure to include clear instructions.
Fund Allocation

The Fund Allocations that will be available to disburse funds to.

If you have multi-year grants include Fund Allocations for the current year as well as future years.

These fund allocations will be added automatically to all applications in the grant round.

 

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