How To Create a Grant Opportunity

A grant opportunity is a competitive sub-award opportunity with program funding from exclusively the parent grant. Many of the fields are optional on the Opportunity form so that information can be added at a later time. However, publishing and posting an opportunity without the necessary information is not recommended.

1. Open Grant Management>Grants.
2. Click a grant name.
3. Open the Post-Award tab>Management>Grant Opportunities.
4. Click the  (Create icon) in the Icon Bar.
5. In the Opportunity Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
   
6. Add Title.
7. Add Description (optional).
8. Add Awarding Agency Name (optional).
9. Add Agency Contact Name (optional).
10. Add Agency Contact Phone (optional).
11. Add Agency Contact Email (optional).

12. Select Fund Activity Categories. This list pulls from Administration>Lists> Fund Activity Categories.

13. Add Category Explanation or description (optional).

14. View Department(s) who can view and manage the opportunity. This list pulls from Administration>System Security>Departments. To change the Grant Opportunity departments, update the departments on the parent grant.

15. Select Subject(s). This list pulls from Administration>Lists>Subjects (optional).

16. Select an Opportunity Manager. This list pulls from Contacts>Staff. Opportunity Managers can edit Opportunity Details and create, edit, and delete all items related to their opportunity, including application forms, and budget and performance plan templates. Additionally, Opportunity Managers can enroll opportunities and applications in workflows and will receive automated emails when applications have been submitted to their opportunity.

17. Select a Posted Date. This is the date a published fund opportunity will be available to applicants.
18. Select an Archive Date. This is the date a published fund opportunity will no longer be available to applicants.
19. Select Announcement Type.
20. Add a Funding Opportunity Number (optional). This is a reference number for the opportunity assigned by your organization.
21. Add an Agency Opportunity Number (optional). This is a reference number for the awarding agency assigned by your organization.
22. Add an Assistance Listings Number (formerly CFDA Number) (optional).
23. Check the Is Published checkbox to publish the opportunity. A published opportunity will be available to applicants between the Posted and Archive Dates. We recommend that you only publish the opportunity after all changes to the opportunity have been made.
    
24. In the Funding Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
     Note: The total program funding is the parent grant's post-award awarded amount This amount cannot be changed.
25. Select Funding Sources (optional).
26. Add Funding Source Description (optional).
27. Add Funding Restrictions (optional).
28. In the Award Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
29. Add Award Ceiling (optional). This is the maximum amount a single award recipient may receive.
30.  Add Award Floor (optional). This is the minimum amount a single award recipient may receive.
31. Select the expected Award Start Date (optional).
32. Select the expected Award End Date (optional).
33. Select the Award Announcement Date (optional).
34. Select the Award Type.
    • Competitive: Applications will be scored in a merit-based review.
    • Non-competitive: Applications will not be scored.
       Note: This field is informative only; it will not determine your ability to add scores to your opportunity.
      
35. Select if the award is a Capital Grant.
36. Add the Expected Number of Awards (optional).
37. Select if Indirect Costs Allowed.
    1. If Yes, add Indirect Cost Description (optional) and Indirect Cost Rate (optional).
    2. Select if there are Restrictions on Indirect Costs. If Yes, add Citation Governing Indirect Cost Restriction (optional).
38.  Select Matching Requirement.
    1. If Yes, add Cash Match Requirement, In-Kind Match Requirement, and Other Funding Requirement percentages (in decimal format).
       
39. In the Reconciliation Methods section, select Allowable Reconciliation Methods.
     Note: This section is only available if the Allow Advance Payments checkbox is checked in Administration>License Information>Settings.

    • Advance Payment: Grant funds are given to recipient a defined payment schedule which includes an initial advance 

    • Working Capital: Grant funds are given to recipient based on maintaining the working capital rate over the life of the grant. Includes an initial advance. 

    • Reimbursement: Recipient spends own money and then requests grant funds as reimbursement

    1. If Advance Payment, add Suggested Initial Advance and Payment Schedule Instructions. 

    2. If Working Capital, add Suggested Initial Advance and Suggested Working Capital Rate. 

40. Add Attachments as desired. This field can be used for providing the applicant a template to fill out and upload with their application.
41. In the Submission Information section, uncheck the Make Viewable to Applicants checkbox to hide all information in the section to applicants.
    
42. Select Submission Timeline Type.
    • One-Time: Applications will only be accepted for a specified timeframe
    • Rolling: Applications will continuously be accepted after specified date
43. Select Submission Open Date. This is the date and time that applications will be accepted.
44. Add Submission Close Date (for one-time submissions). This is the date and time that applications will no longer be accepted.
45. Select Time Zone for all opportunity dates and times.
46. Add Submission Timeline Additional Information (optional).
47. Check the Allow Multiple Applications checkbox to allow an organization to submit multiple applications.
48. Add the Application Review Start Date / Pre-Qualification Deadline (optional). This is the date applications will start being reviewed.
49. Add Other Submission Requirements (optional).
50. In the Question Submission Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
51. Add a Question Submission Open Date (optional). This is the date that applicants may start submitting questions about the opportunity.
52. Add a Question Submission Close Date (optional). This is the date that applicants can no longer submit questions about the opportunity.
53. Add a Question Submission Email Address (optional). This is the email address where applicants should submit their questions. It will appear as a link on the opportunity. The email subject will default to the opportunity's name.
54. Add Question Submission Additional Information (optional).
55. Add Attachments. This can include a summary of questions and answers for applicants to view.
56. In the Technical Assistance Session section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
57. Select if there will be a Technical Assistance Session for applicants.
    1. If Yes, add Session Date and Time (optional).
    2. Add Conference Info / Registration Link (optional). This will appear as a link on the opportunity.
58. In the Eligibility Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
59. Select Eligibility Type.
    • Public: Opportunity appears on funder's opportunity list in the Applicant Portal
    • Private: Opportunity does not appear on funder's opportunity list in the applicant portal and can only be accessed by URL link
60. Select Eligible Applicants. These are organization types that can apply to the opportunity.
61. Add Additional Eligibility Information (optional).
62. In the Additional Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
63. Add Additional Information URL (optional). This is a website link that may provide more information for applicants.
64. Add Additional Information URL Description (optional).
65. In the Award Administration Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
66. Add State Award Notices, Administrative and National Policy Requirements, Reporting, State Awarding Agency Contacts, and Other Information (optional).
67. Click Create. This will also create a Public Link that can be used to access the opportunity on the Applicant Portal. The link will only be active for applicants when the opportunity has been published.