Create a grant round

Modified on Wed, 13 Sep, 2023 at 2:03 PM

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.

Open the program that you wish to create a grant round for
Go to the Grant Rounds tab on the left
Select the + icon
Enter all the required fields on the General and Program Details tabs
Save Draft
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
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.

General Tab Fields	Value
Round Type	Depending on your system you may have some or all of the following: Single Stage Applications – An open round visible to all applicants 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 Invited Applications – Will not appear as an open round and organisations will need to be invited to apply 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 Round	The name of the grant round. Applicants will see this. Eg.'Education 2023'
Form Type	The default form to be used for applications in the grant round.
Financial Year	The financial year.
Open Date and Time	The 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 organisation	Yes or No. Will stop an organisation being able to submit multiple applications in this grant round.

Program Details Fields

Value

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.