Quick Setup Guide For Grant Programs

 

 

 

Step 1: Set Up Worksite

 

            Step 1.1: Consult System/Network Administrator or Internet Service Provider

            Step 1.2: Design/Select and Load Background and Header Graphic Images

            Step 1.3: Set Up Worksite

Step 1.4: Verify Completeness

 

Step 2: Set Up Standard Phrases

 

Step 2.1: Set Up Language(s)

Step 2.2: Add Phrases

Step 2.3: Convert Phrases (Optional)

 

Step 3: Set Up Initiative/Program

 

            Step 3.1: Create Initiative

Step 3.1: Create Initiative Criteria (Optional)

 

Step 4: Create Requests For Proposals

 

            Step 4.1: Create RFP/CFP Categories (Optional)

            Step 4.2: Create Requests

                        Step 4.2.1: Create RFP/CFP Criteria

 

Step 5: Create/Accept Proposals

 

 

Step 6: Review Proposals

 

Step 6.1: Create Reviewers

Step 6.2: Select and Assign Reviewers

Step 6.3: Review Proposals  (Reviewers only)

Step 6.4: Review Summary of Reviews

Step 6.5: Select Winning Proposals

Step 6.6: Present Winning Proposals to Committee

Step 6.7: Notify Winners


 

Step 7: Monitor Review Time

 

Step 7.1: Maintain Timesheets (Reviewers Only)

Step 7.2: Review and Approve Timesheets (Coordinators only)

 

Step 8: Review Performance

 

            Step 8.1: Produce Management Reports

            Step 8.2: Review Management Reports