How To Add a Grant Opportunity

Grant opportunities are competitive opportunities for sub-awarding a grant, or creating an award that has the grant as a funding source. Application forms and templates can be used to create the opportunity; potential sub-recipient organizations may then apply to the opportunity for awards. Sub-awards may be created from a grant opportunity (for clients with Competitive Award Management) or from a grant as a sub-award.

For more information on creating, publishing, and managing opportunities, see the Competitive Award Management Guide.

A grant opportunity is a competitive award opportunity with program funding a single 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.

 Note: Depending on your account settings, this record type may have additional custom fields or sections.

1. Open Grant Management>Grants>All 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. Select Fund Activity Category. This list pulls from Administration>Lists> Fund Activity Categories.
9. Add Category Explanation or description (optional).
10. 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.
11. Select a Posted Date. This is the date a published fund opportunity will be available to applicants.
12. Select an Archive Date. This is the date a published fund opportunity will no longer be available to applicants.
13. Add a Funding Opportunity Number (optional). This is a reference number for the opportunity assigned by your organization.
14. Add an Assistance Listings Number (formerly CFDA Number) (optional).
15. 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.
    
16. 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.
17. In the Award Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
18. Add Award Ceiling (optional). This is the maximum amount a single award recipient may receive.
19. Add Award Floor (optional). This is the minimum amount a single award recipient may receive.
20. Select the expected Award Start Date (optional).
21. Select the expected Award End Date (optional).
22. Add the Expected Number of Awards (optional).
23. Select Matching Requirement.
    1. If Yes, add Cash Match Requirement, In-Kind Match Requirement, and Other Funding Requirement percentages (in decimal format).
       
24. In the Submission Information section, uncheck the Make Viewable to Applicants checkbox to hide all information in the section to applicants.
    
25. Select Submission Timeline Type.
    • One-Time: Applications will only be accepted for a specified timeframe
    • Rolling: Applications will continuously be accepted after specified date
26. Select Submission Open Date. This is the date and time that applications will be accepted.
27. Add Submission Close Date (for one-time submissions). This is the date and time that applications will no longer be accepted.
28. Select Time Zone for submission open and close times.
29. Add Submission Timeline Additional Information (optional).
30. Check the Allow Multiple Applications checkbox to allow an organization to submit multiple applications.
31. In the Eligibility Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
32. 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
33. Select Eligible Applicants. These are organization types that can apply to the opportunity.
34. Add Additional Eligibility Information (optional).
35. In the Additional Information section, uncheck the Make Viewable to Applicants checkbox to hide information in the section to applicants.
    
36. Add Additional Information URL (optional). This is a website link that may provide more information for applicants.
37. Add Additional Information URL Description (optional).
38. 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.