This guide is for you if

Use this guide if you assign reviewers, compare reviews, and finalize the committee recommendation.

Before you begin

Confirm that you are assigned as the Committee Chair for the current Grant Cycle.

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

Use the committee review queue

Open Committee, then Review Queue.

Where to beginOpen Committee, then Review Queue.
  1. Read the Available, In progress, and Complete counts.
  2. Open the application assigned to you. If no assignment appears, you do not have review work right now.
  3. Check the conflict status before opening the briefing or scoring pages.
GrantsPost screen for Use the committee review queue

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

You are finished when

You know whether to assign reviewers, complete a review, or wait.

What happens next

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

If something is not working

If the queue is empty, you do not have committee work right now. Do not use another person's account.

3

Assign committee reviewers

Open the committee review cycle, then Reviewer assignments.

Where to beginOpen the committee review cycle, then Reviewer assignments.
  1. Choose the required number of reviewers from the reviewer list.
  2. Select the assignment action shown for each reviewer and confirm the assignment status.
  3. Do not start scoring until the required reviewers have accepted and cleared conflicts.
GrantsPost screen for Assign committee reviewers

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

You are finished when

The required reviewers have accepted and cleared conflicts.

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

Compare completed reviews

Open the application, then Review summary.

Where to beginOpen the application, then Review summary.
  1. Confirm the page says Ready for discussion.
  2. Compare criterion scores, comments, and the combined result for the current review cycle.
  3. Resolve missing reviews or incompatible scorecards before moving on.
GrantsPost screen for Compare completed reviews

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

You are finished when

The summary says Ready for discussion.

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.

5

Finalize the recommendation

From the review summary, open Recommendation.

Where to beginFrom the review summary, open Recommendation.
  1. Choose the committee recommendation allowed by the Grant Cycle.
  2. Enter a clear rationale. For a revision, choose only the sections the applicant may edit.
  3. Finalize the recommendation. This does not notify the applicant or create an award.
GrantsPost screen for Finalize the recommendation

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

You are finished when

The recommendation is finalized against the current application version.

What happens next

An application decision approver can now make the district's formal decision.

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