Details related to grants will appear on the annual performance report and should be reviewed and updated annually, as needed.
Set up District / Grants
- In your left-hand navigation menu, click ‘Settings’ → ‘Program Settings’
- Locate the ‘Grantee Information’ Card
- Click ‘Set Up Grantees'
Set up Grantees
- If sites have been assigned to a Grantee, this will show in the list
- You will get a ‘Warning’ message if there are any sites that are not assigned to a Grantee
- Click ‘Add New Grantee’, at the top of the screen, to create a new Grantee
- Complete the fields under all tabs (see below), then click ‘Save’
Grantee Setup – General Tab
- Complete the fields
- If CLC APR Reporting is required, set the field to ‘Yes’
- Click ‘Save’ at the bottom of the screen
Grantee Setup – Contact Information Tab
- Enter the Grantee contact information, ‘Name’, ‘Phone’, and ‘Email Address’
- Click ‘Save’ at the bottom of the screen
Grantee Setup – Award Tab
- Select the ‘Grant Length’ and ‘Initial Reporting Year’
- Enter the amount awarded for the current and past years only, leaving future year information blank
- Click ‘Save’ at the bottom of the screen
Grantee Setup – Sites Tab
- Select the site(s) associated with this Grant
- Hold down the CTRL (Apple) key to select more than one site.
- Click ‘Save’ at the bottom of the screen
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