How To Add a Grant

Grants includes all grants that an organization has begun to apply for, applied for, received, or been denied. Grants may be accessed from lists organized by award status within the Grant Management module. Grant lists include All Grants, Pending Grants (Pending, Internal Review, or To Be Submitted status), Active Grants (Approved or Extended status), Denied Grants, Cancelled Grants, Closed Grants, Completed Grants, Deleted/Disabled Grants, Grants Awarded (grants that have been awarded to recipient organizations), and Sub-Awards. For more information on grants awarded, see the Award Management Guide.

Prerequisite: Must be an Organizational Administrator or Department Admin

 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 the  (Create icon) in the Icon Bar.
3. In the Grant Information section, add a grant Name.
4. Select the Grantor. This list pulls from Contacts>Organizations.
5. Select Award Type.
6. Select Award Status.
7. If Award Status is Denied, add Denied Date.

8. Select associated Fund Activity Categories (optional). This list pulls from Administration>Lists>Fund Activity Categories.

9. Select associated Department(s) (optional). This list pulls from Administration>System Security>Departments.

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

11. In the Pre-Award Information section, add the RFP ID Number (Request For Proposal Identification Number), Funding Opportunity Number, and/or Assistance Listings Number (formerly CFDA Number) (optional).
12. Select if the funder requires a Letter of Intent.
    1. If Yes, select a Letter of Intent Due Date.
13. Select the Proposal Open Date and Proposal Close Date (optional). These are the dates when the funder starts and stops accepting applications, respectively.
14. Select the Proposal Submitted Date (optional).
15. Select the Projected Receipt Date. This is the expected date of award notification/receipt. This date must be added in order to calculate submission performance and budget plan allocations.
16. Add Proposed Length of Award in full years and additional months.
17. Select Grant Writer(s) (optional). This list pulls from Contacts>Staff. Grant Writers may view grant details, performance plans, and budget plans. They cannot create, edit, or delete grant details, goals, or line items.
18. Select Additional Staff (optional). This list pulls from Contacts>Staff. Additional Staff may view grant details, performance plans, and budget plans. They cannot create, edit, or delete grant details, goals, or line items.
19. Select Project(s) that will be associated with the grant (optional). For clients with Project Management, this list pulls from Project Management>Projects. For more information on projects, see the AmpliFund Project Management Guide.
20. Add Description, Award Details, Eligibility Requirements, and Additional Information (optional).
21. In the Pre-Award Budget section, add the Requested Amount, Cash Match Requirement, In-Kind Match Requirement, and Other Funding Requirement (optional). These will calculate the Total Projected Budget.
22. In the Post-Award Information section, select a Grant Manager. This list pulls from Contacts>Staff. Grant Managers have full access to edit grant details, and create, edit, and delete all items related to their grant. These users may also assign responsibility for goals and line items to other users.
23. Select the Awarded Date.
24. Select the award Start Date, Grant Year 1 End Date (which is the end date for first grant year, for reporting purposes) End Date, and Close Out Date (optional).
25. If Award Status is Extended, add Extension Approved Date and the new Extended End Date.
26. Add the Activity Code, Federal Agency and Organizational Element, Identifying Number Assigned by Federal Agency, and/or Recipient Account Number (optional).
27. In the Post-Award Budget section, add Awarded Amount, Cash Match Amount, In-Kind Match Amount, and Other Funding Amount (optional). These will calculate the Total Budget.
28. In the Record Information section, add a Unique Identifier (optional).
29. Select the grant record Status.
30. Click Create.