About Grant Program
Applications will be received via CiviGrants functionality. Administrators will have to set an assessment score which will decide the amount to be granted for each grant submitted by the applicant. Amount to be granted will be decided based on the remainder amount present in each grant program for that year and by an algorithm that does a trial, and ultimately do a final allocation. Grants which have been allocated and approved for payment can be selected and paid. Checks will be printed for paid grants and PDF/CSV reports will be generated for the same.
Here's how this extension offers the ability to allocate and approve grants based on remainder amount present in each grant program and by an algorithm which decide how the grant applications will be chosen for approval. Later such approved grants can be selected and paid. You can also print checks for paid grants PDF/CSV format. Let me cite an example of how this can be done via UI.
A grant program is created, with allocation amount $500 and 'Best To Worst, Fully Funded' algorithm is chosen.
You can submit GA (Grant Applications) via front end (see Grant Application Extension) using Grant Application page or backend via 'New Grant' form.
In this example we considered 4 grant applications which will be allocated as per the grant program's allocation algorithm created in above step. Here each of the four 'Eligible' applications has $250, $200, $100 and $50 requested amount respectively. Screencast below will show how only three GA (with respective amount $250, $200 and $50) were chosen for allocation as per 'Best To Worst, Fully Funded' algorithm.
- Go to
Find Grants. - Select those three approved Grants from search result.
- Choose task 'Pay Grants'
- Fill the payment details and submit.
- Upon submission, user is redirected to 'Grant Payment' activity page where a zip file is attached, which contain printed CSV and PDF payment receipt. Here's the zip file created in this case.
Check the screencast below for demo:
Suppose the printed grants payments is not valid or got incorrect details. In this scenario if the staff decide to update the payment details and wants to print check receipts again then this can be achieved as follows:
Here's the zip that contain the reprinted checks.
A staff can cancel grant payment(s) from 'Find Grant Payments' search form using task action 'Cancel Payments'.