This guide is for you if

Use this guide if you complete annual qualification, sign an application, accept an award, or confirm receipt of funds for your club.

Before you begin

Confirm that the district has assigned your current club officer role in GrantsPost.

How to use it

Complete the tasks in order. Open a task to see the instructions. Select any screenshot to enlarge it.

Important: Stop if the district or foundation name is wrong.

Understand the two timelines

A Grant Cycle can close while its awarded projects continue. Projects and reports remain available until Project closeout.

Grant Cycle

One application opportunity, including its application dates, review, and award decisions.

Project Period

The dates when an awarded project is expected to begin and end. It may continue after the Grant Cycle closes.

Reporting Schedule

The progress and final reports required for an awarded project, with their due dates.

Project closeout

The final checks that formally complete an awarded project after its required reports are accepted.

1

Sign in

Start on the GrantsPost sign-in page.

Where to beginStart on the GrantsPost sign-in page.
  1. Enter the email address from your invitation.
  2. Enter your password.
  3. Select Sign in. If you cannot remember your password, select Forgot password?
GrantsPost screen for Sign in

Select the screen to enlarge it. Example data is fictional.

You are finished when

You arrive at the home page for your assigned role.

What happens next

GrantsPost opens the home page for your assigned role.

If something is not working

Check that you used the email address from the invitation. Use Forgot password? before asking an administrator to resend access.

2

Complete annual qualification

From the applicant menu, open Annual Qualification.

Where to beginFrom the applicant menu, open Annual Qualification.
  1. Open each item marked Action needed.
  2. Complete the training, agreement, evidence, or officer certification assigned to you.
  3. Submit the item shown on the page. The district reviews submitted evidence and records the qualification decision.
GrantsPost screen for Complete annual qualification

Select the screen to enlarge it. Example data is fictional.

You are finished when

The organization is shown as qualified for the Grant Cycle.

What happens next

The district reviews the qualification record; wait for the decision if review is pending.

If something is not working

Use Help or Ask for help. Include the page name and what you were trying to do. Never send your password.

3

Collect required signatures

In your project, open Certifications and signatures.

Where to beginIn your project, open Certifications and signatures.
  1. Read every statement before anyone signs.
  2. Ask each authorized officer to open the statement assigned to their role and complete the signature action shown.
  3. Return to this page and confirm every required statement shows a current signature.
GrantsPost screen for Collect required signatures

Select the screen to enlarge it. Example data is fictional.

You are finished when

Every required statement shows a current signature.

What happens next

Return to your role's home page and follow the next action shown by GrantsPost.

If something is not working

Use Help or Ask for help. Include the page name and what you were trying to do. Never send your password.

4

Accept the award and confirm receipt

Open your awarded project, then Accept award and receive funds.

Where to beginOpen your awarded project, then Accept award and receive funds.
  1. Read the award amount, conditions, due date, and acceptance statement.
  2. The authorized officer completes the acceptance action shown on the page.
  3. Select Confirm receipt only after the money has reached the club's account.
GrantsPost screen for Accept the award and confirm receipt

Select the screen to enlarge it. Example data is fictional.

You are finished when

The award shows accepted and the received amount is recorded.

What happens next

The district can track the confirmed receipt and the project can begin under the award conditions.

If something is not working

Use Help or Ask for help. Include the page name and what you were trying to do. Never send your password.

Screen example