Competitive Grant Programs: Online Application Help

INTRODUCTION

The Cape Cod Foundation uses an online grant management system called Foundant for all competitive grant activities.

If you receive a grant, you will be able to view its status, check due dates, and submit electronic grant reports from your account. Grant Notification Letters are sent by email. Before you begin, watch a video about the online grant management system. VIDEO

It’s a good idea to review materials, register and establish an organizational profile ahead of time, so when you are ready to apply for a competitive grant, you are ready to do so.

REGISTRATION

• Each organization can only have one profile. You will only need to create it once. Please do not create multiple profiles for the same organization. During the registration process, you cannot save partial information; therefore, you should gather all required information before beginning. (However, once your organization’s account is set up, you can create draft proposals that will be saved between visits.)
• Your email address is your user account ID.
• Request and Grant History are tied to the email address. For this reason, it’s best to use one email address for all proposals. Our recommendation is to handle this in one of two ways.
• Use one person’s email but share the email and password with everyone submitting grants for your organization. For example: kcruz@capeABC.com. When anyone at Cape ABC submits a proposal, they will log in as kcruz and use the common password to access Cape ABC’s documents. If you do a password reset, kcruz@capeABC.com would be the one to receive the reset instructions so make sure they are accessible to you when needed.
• Use a generic email address, for example office@capeABC.com or info@capeABC.com. This way the generic email will receive all correspondence about the grants. If you use this method, it’s important to make sure your generic email box is checked regularly or forwarded to a specific user – all grant correspondence about awards, details and reporting will go through this address.
• If you choose to have multiple user accounts tied to one organization, please note that each user will only be able to see their own proposals – not the list of all proposals submitted for that organization. We strongly suggest that you consider using one of the two methods above to tie all proposals to just one email address.
• In all cases, try to store the central email and password in a place where others at your organization can find it, and/or make sure that more than one person at your organization knows where it is.
• The user creating the profile should be the contact person for the organization’s proposals. The user email should be the address where you would like notifications sent. In cases where that’s not the executive director, the ED will be copied on award and declination letters.
• Each individual user is linked to a single organization. If you are submitting applications for different organizations, you will need to register separately using a different email address for each organization.
• To update your user information after registration, click on your name at the top right corner of the screen and select “Edit Profile” from the drop-down menu. This is the way you can update your ED information, or change your address.

Your DASHBOARD and the APPLY PAGE

After you have registered, you will be directed to the Apply page. On the left side of the screen, you will see “Request” and two options underneath:

• Dashboard (Application Status Page). This screen is your homepage where you can check the status of your grants. This page will display the form you just completed, the status of the form, and additional requirements. From here you can also navigate to various documents to complete and submit them. You may also see Follow-ups assigned to you. A follow-up is a report or other document you may need to submit in order to complete your grant process. Not every grant has follow-ups, but if your grant does, you will see them here.
• Apply (Application Page). This screen lists the available grants and is the portal to apply. You may want to bookmark the log in website address. To apply for a grant, click “Apply” in the menu at the left side of the screen.

LOG-IN TROUBLESHOOTING

• If you forget your password, click the “Forgot my Password” button at the log-in page to reset.
• Please note that our grant management system should be able to be accessed on both Mac and PC systems. Sometimes the screens look slightly different, but the functionality and troubleshooting should be essentially the same.

Most log-in problems can be attributed to one of four issues. Please consider each of these if you continue to have trouble:

Wrong log-in email address.

• Many people have multiple emails addresses and sometimes don’t remember which was used to create the account. Please make careful note of which email account is used to establish your organizational account in our grant management system. If one address is not working, try an alternate one and/or ask other staff or volunteers if they have used a different address.
• When someone leaves your organization, make sure you know their log-in and password information so you can reset it for the next user.
• If you have multiple users registered to your organization, consider editing to make it accurate and simpler to use. Our recommended best practice is to use one email address for all proposals, even if different people are writing the proposals. This way, all proposals can be viewed on one screen under the single email address.

Wrong log-in page.

• Please make sure you are trying to log-in to the grant management system and not the donor page. The correct address is: https://www.grantinterface.com/Home/Logon?urlkey=capecodfoundationgrants
  You should see The Cape Cod Foundation and the Kelley Foundation’s logo at the top.

Need to refresh the page.

• Sometimes, users are trying to log-in and the page has frozen or needs resetting. You can try the “refresh” circular button usually at the top left of your screen. Better yet, close open tabs, shut down your computer and re-start before trying again.

Multiple organizational accounts.

• Every organization should have just one account registered in the grants management system. If your organization has duplicate accounts, please contact us at info@capecodfoundation.org so we can merge the accounts for you.

If none of the above work, email the Foundation at info@capecodfoundation.org and we can try to help. Please note that none of our staff can see, access, or recover your password. Passwords are protected for your privacy.