Skip to main content
  1. Foundant Technologies
  2. CommunitySuite
  3. CommunitySuite - Integration with GLM/SLM

Integrated Grant Catalog

  • Last Updated

The Integrated Grant Catalog functionality is used between Grant Lifecycle Manager (GLM) and CommunitySuite sites for GLM administrators to send requests to CommunitySuite and promote them to the Grant Catalog. Grant Catalog funding will be shown in GLM.

A grant catalog must exist in CommunitySuite prior to beginning this process. 
Before proceeding with an integrated grant catalog, reach out to support to discuss the options of creating an integrated grant catalog.
  1. Starting in GLM, click Tools on the upper navigation bar, and then click Process Manager.
  2. Click the process name, and then navigate to the Application stage.Application stage

    • The application form is the only form that is supported for the integrated grant catalog.
    • Grant Catalog questions will need to be added to the application form.
      1. To add grant catalog questions, click the pencil icon next to the application form.pencil icon

      2. Click Standard to add grant catalog questions to an existing group or a new group on the form.standard

      3. Click Grant Catalog Fields.
        • If the Grant Catalog Fields button is not listed, contact Support to have the setting turned on. grant catalog fields

      4. Select the Visibility type from the drop-down menu, and then click Save Question.
          • The grant catalog questions will be added to the application form. All of the questions can be renamed and instructions can be added.
          • Deleting one of the grant catalog questions will delete all of the grant catalog questions.
          • All questions are required to be answered. If grant catalog questions are moved into a branched group that not all applicants will answer and an attempt to sync requests with unanswered questions is made, then a GLM syncing error that outlines what fields were missed will appear.
            save

  3. Once there are requests to process that have the grant catalog questions, there are two options listed below for sending the request to CommunitySuite.
    • Option 1: Post-Approval - Receive the grant request from GLM after it goes through the evaluation and approval process. 
    • Option 2: Pre-Approval - Receive the grant request before it goes through the evaluation and approval process.
      • If a grant is only partially funded, the amount needs to be edited in CommunitySuite. Refer to the last section of this article.
  4. The Integrated Grant Catalog is then ready for use and fund advisors/donors can begin donating.

In this example, there is a partially approved grant, meaning that the applicant's requested amount is more than the amount the committee has approved.

  1. Navigate to the Approved request in GLM.
  2. On the application in this example, the Grant Catalog Amount Requested field on the application is $1000.
    • The committee has decided to fund half of the requested amount shown on the Award Details tab with an installment of $500.approved request

  3. Click the CSuite tab.csuite tab

  4. Click the Sync Request button which will send the request to CommunitySuite.sync request

  5. Navigate to the GLM bucket on the Grants page in CommunitySuite.
    • The example $500 partially approved grant amount will show.glm bucket

  6. Click the grant ID.grant id

  7. Click Set Grantee in the left-side menu.
  8. Click Map Grantees.map grantees

  9. Click Send to Catalog in the left-side menu.
    • If there is more than one grant catalog in the system, click the name to which the grant will be sent.
  10. Click Accept in the left-side menu.
  11. Select the Create Grants in Fund field from the drop-down menu, select the Grant Category from the drop-down menu, and then click Approve. approve

If an application has not been approved in GLM, the request can still be synced from the Application Complete workload page to CommunitySuite.

  1. Process the grant to Application Complete in GLM. 
    • If there are Grant Catalog Fields questions added to the application, the CSuite tab will become available before approval.
  2. Click the CSuite tab.Csuite tab

  3. Click Sync Request.
    sync request

  4. In CommunitySuite, navigate to the GLM bucket on the Grants page.glm bucket

  5. Click the grant ID. grant id

  6. Click Set Grantee in the left-side menu.
  7. Click Map Grantees.map grantees

  8. Click Send to Catalog in the left-side menu.
    • If there is more than one grant catalog in the system, click the name to which the grant will be sent.
  9. Click Accept in the left-side menu.
  10. Select the Create Grants in Fund field from the drop-down menu, select the Grant Category from the drop-down menu, and then click Approve. send to catalog

  11. Click the grant ID.grant id

  12. Click [guidestar charity check] to run a charity check on the grant in CommunitySuite.guidestar charity check

  13. Click Edit Pay Schedule in the left-side menu.
  14. Select a Payment Date and enter an Amount.
    • If the Grant Payment Schedule is Conditional, check the Conditional box.
    • If there is more than one installment, use the line below the first one to enter the additional Payment Date and Installment Amount.payment date and amount

  15. Click the GLM Request icon to navigate to the Request Summary in GLM.glm request icon

  16. Click Approve Request on the Request tab in GLM.
    • If evaluations need to be completed, that can be done before this step.approve request

  17. Select the Award Type from the drop-down menu.
    • Decision Date and Grant Date default to the day the request is approved.award type

  18. Click Approve Request.approve request

  19. Click the Award Details tab.award details

  20. Click the Installment Form drop-down menu.installment form

  21. The Installment Form will be populated from CommunitySuite. Confirm that the Installment Form information is correct, and then click the CSuite Approval toggle which approves the installment in GLM and sends the approval to CommunitySuite.installment form toggle

  22. Navigate back to the grant in CommunitySuite and click Post & Get Approval in the left-side menu.
  23. Continue processing the internal or external grant.

 

If a fund advisor or anyone donating to the grant catalog makes a partial donation to a grant, the total amount in CommunitySuite will need to be edited to match the donation amount.

  1. Navigate to the grant in CommunitySuite.
    • In the example below, the Amount on the grant is the full donation of $1,000 and in Grant Payment Schedule the amount is $500. This means that the donor only paid $500 and the amount on the grant needs to be edited to match.amounts

  2. Click Edit in the left-side menu.
  3. Enter the exact donation amount into the Amount field.amount

  4. Click Save.save

  5. Click Edit Pay Schedule in the left-side menu.
  6. Select a Payment Date and enter the installment Amount, and then click Save.save

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Return to top