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here - The Crowell Trust

By Marie Thomas,2014-06-20 13:53
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here - The Crowell Trusthere

Online Application Process

    The E-Grant system is comprised of 3 main sections:

    1.User Registration

    2.Letter of Inquiry

    3.Grant Application

    The applicant is the person responsible for completing a grant proposal for your organization.

    The grant proposal process includes submitting a Letter in Inquiry and completing an Application Form, including required attachments requested in the form IF you are a

    NEW applicant or have not received funding from the Crowell Trust in the previous 5 years.

    If you have been funded the by Trust in the previous 5 years, do not fill out a LOI, fill out ONLY a grant application.

    Registration Page

    If you already have an account with our Foundation’s E-Grant System:Enter your user ID, which is typically your email address, in the login field.

     Enter the Password selected when the account was initially set up.

     Press the “Log On” button to enter the E-Grant System.

    If you have forgotten your password: Enter your User ID and click on the Forgot your Password button, and the system will send the password to your email account.Create an Account

    Create a new account for the primary contact and the organization. The form also requires contact information to be provided for the chief executive officer.If you do not have an existing account: Click on Create a New Account to register.

    To Register for a New User Account: Click on Create a New Account.

    Enter your personal contact information in the fields designated for the Primary Contact.Enter the Organization information, including the contact information for the Chief Executive. Fields with an asterisk (*) are required fields. Click on the “Proceed to Next Step” button

    Enter a Password: After the new account is registered, you will be taken to a Set Password Page where a password is created. Passwords are case sensitive, thus it is

    recommended the password be created in all lower case characters. It is recommended

    that the password be set to the last name of the primary contact.

    Next you will retype the password. If you wish to change your password at a later time, log on to your account and click Edit Contact. This will allow you to change your information.

    After entering the password click save.

    The E-Grant System will send the Username and Password to the primary contact’s email address.

    Application Status Page

    After registering for a user account the applicant is directed to the Application Status Page. The Application Status Page is the homepage for the E-Grant System. Applicants will be automatically directed here upon logging in. The following options are available in the left side column:

    Start New Application Allows the user to begin the grant application process.

    Application Status This is your homepage where you can check on the status of a current submission, as well as past applications and grant history. This page will display the form most recently completed, its status, and what the next form will be.

    Fax to File Organizations that do not have access to scanning equipment can convert a hard copy document by faxing it to our host server. A PDF document will be created that can be downloaded to your computer. Using Fax to File also helps shrink documents to a smaller file size.

Selecting the Grant Program After clicking on the Start New Application link the

    applicant must select the E-Grant Forms link on the Application Page to access the Letter of Inquiry Form.

    Filling out the Letter of Inquiry Form

    The NEW applicant or those who have not received Crowell Trust funding in the previous five years must complete a Letter of Inquiry (LOI). The LOI is a form within the E-Grant System that introduces your organization to our Trust, and provides a brief description of how requested grant funds would be used. The Trust will review all LOI’s that are submitted by the close of the LOI window period; invitations to submit an application will be sent by email.

    Pay close attention to the instruction and limitations on each question. Certain types of questions have limitations set by the Trust. Questions requiring a text response have a

    character limit which only allows you to type or paste a certain amount of characters into each text area.

    Required fields are denoted with an (*). If a required field is left blank on the LOI Form the E-Grant System will not process the request. A dialogue box will appear on the screen and list the field(s) that requires a response. Fields with missing information will be denoted with “Field is required” in red lettering. The system will not allow the LOI to be submitted if a required field is left blank.

    Upon completing the form applicants can select Submit the LOI, or Save As Draft and return to the form later to complete it. After the LOI is submitted there will be a Confirmation Page stating that the form has been submitted. The applicant can always refer to the Application Status Page to check which stage the application is in. Once the LOI has been submitted the responses entered into the form fields can no longer be changed. Be sure to make all necessary edits prior to submitting the LOI. Our Letter of Inquiry is not a formal proposal for funding, so please do not consider this a “pending” grant request. This is intended to be a simple and quick way to let the foundation know about the work you are doing.

    The Crowell Trust is automatically notified when an LOI is received. There is no need to contact the Trust by phone or email after submitting the LOI.

    Accessing Forms After Save and Submit

    The Application Status Page is where the applicant can check on the status of all forms, and access prior applications for historical record keeping. Once the LOI has been submitted it can only be viewed and printed; it can no longer be edited. If the LOI Form has been saved, but not submitted, it can be edited from the Application Status Page. Once the Trust makes a decision to approve or deny the LOI email notification will be sent to the primary contact’s email address, and the decision will appear on the Application Status Page next to the LOI. If the LOI is approved, the applicant will be asked to submit an Application Form. If the LOI is denied, the grant proposal process would end for this cycle. Applicants are permitted to submit one LOI every 12 months.Filling out the Application Form

    Once the LOI Form has been approved the Application Page is the next form that must be completed in the grant proposal process OR if you are an organization that has been

    funded in the previous 5 years by the Trust, you may proceed to the Application Form without submitting a LOI form.

    Answer the questions on the form paying close attention to the instructions and limitations on each question. Certain types of questions have limitations set by the Trust. Questions requiring a text response have a character limit which only allows you to type

    or paste a certain amount of characters into each text area. A limit is also placed on file upload questions. The limit will be in Mega Bytes (MB). The size of the file you are uploading must be under the amount of MB’s allowed on the question.

    Required fields are denoted with an (*). If a required field is left blank on the Application Form the E-Grant System will not process the request. A dialogue box will appear on the screen and list the field(s) that requires a response. Fields with missing information will be denoted with “Field is required” in red lettering. The system will not allow the Application to be submitted if a required field is left blank. Once your application is complete and submitted, you will receive a confirmation email.Fax to File service This is a service provided free of charge to you that converts your fax into a PDF file and is then emailed back to you. This can be used for any paper documentation that needs to be converted into an electronic format (PDF). It is recommended that you fax each document separately as one PDF file is made per fax.

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