This guide is for you if

Use this guide if you work with an applicant before formal committee scoring begins.

Before you begin

Accept your assignment and disclose any conflict before reviewing the application.

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

Open preliminary review requests

Open Committee, then Preliminary review requests.

Where to beginOpen Committee, then Preliminary review requests.
  1. Select Review application for an accepted assignment.
  2. Read one section at a time. Select Comment or suggest an edit, enter clear feedback, then select Save comment draft or Save suggested edit.
  3. Select Review & send feedback and send the drafts to the applicant. After all items are resolved, select Mark Ready for Committee.
Action path
Review applicationComment or suggest an editSave draftReview & send feedbackMark Ready for Committee

You are finished when

You know which application needs a question, clarification, or supporting document request.

What happens next

The Committee Chair can review your readiness submission and move the application forward.

If something is not working

If no assignment appears, you have no preliminary review work. If access is blocked, ask the district administrator to check the assignment and conflict status.

Screen example