Creating an Account

Creating an account on CFCG’s grant portal is a multi-step process.

1. Visit the logon page.
2. Click the “Create New Account Button”
3. Complete the five sections of information collection: Organization Information, User Information, Executive Officer Question, Additional Executive Officer Information, and Password
4. Confirm the e-mail address you have used to successfully create your account
5. Navigate your dashboard and begin to apply for funding

Navigating the Dashboard

Once your account is created, you will be able to access your organization’s “Applicant Dashboard” by clicking the house icon at the top of your page. The dashboard allows you to view your contact information, your organization’s information, and all active and historical grant applications.

Applying for Funding

Upon creating a CFCG grant portal account, you will be able to view and apply for open grant opportunities. When you access the system for the first time, you will land on the Apply page where you will see any open grant opportunities as well as relevant deadlines or other information related to them.

You can preview any application without having to save any work by clicking on the “Preview” button.

Completing an Application

• Click the blue “Apply” button in the top right corner of any open grant opportunity.
• Upon initiating an application, you assume the user role of “Applicant,” and can begin completing the application form.
  • Note: While in process, grant applications are tied to the user who is the Applicant, not the Organization. The Applicant has the option to invite others to play a Collaborator role (see below for more information about this feature). At the conclusion of the grant process (a grant award or decline), the application will be tied to the Organization’s grant history.
• Any fields with an asterisk are required fields and must be completed prior to submitting an application.
• As you complete the form, the system will auto-save every 100 characters typed or every time you click out of a field.
• Some fields may have character limits
• File upload fields will only accept one file, per field.
• Upload fields have state size limits.
• Upload fields may also have stated file type restrictions.
• Once a file has been uploaded, it may be deleted by clicking the red “X” next to the file name and a new file can be uploaded.
• You can click “Save” and exit the system to work on the application at another time. You will access the draft of the form from your Dashboard the next time you log-in. Pick back back up where you left off by clicking “Edit” to the right of the request.
• When all of the fields are complete, submit the application.

Submitting an Application

• If any required fields were not completed or a response to a text question is longer than the set limit, the system will not allow the form to be submitted
• An error message appears listing the fields that need to be completed or edited. These fields are outlined in red so they are easy to identify as you scroll through the form.
• When a form is submitted successfully, the Applicant will be taken to a confirmation page.
• Note: Once an application has been submitted you can no longer edit it.

Collaborator Feature

The “Collaborator” feature allows multiple people to work together on a single grant application. With this feature, you can also add a new user to your Organization without contacting one of our administrators.

The person who clicks “Apply” and begins the grant application form is assigned the user role of “Applicant.” This person is able to invite Collaborators by following the below instructions.

1. Once you open the application form in the process, you’ll see the option to invite Collaborators to the request in the top right corner of the page.
2. After you click “Collaborate,” you will see a pop-up prompt to enter the e-mail address of the person you’re inviting to help you complete the application. Type your message for the invitation, and select their permission level (view, edit, or submit).
   1. View: The Collaborator can view the application.
   2. Edit: The Collaborator can view and edit the application.
   3. Submit: The Collaborator can view, edit and submit the application. Please note, once an application has been submitted you can no longer edit it. If a Collaborator with permission submits the application, you (the Applicant) cannot undo that decision.
3. Within the Collaborate pop-up, you can also manage existing Collaborators. You can resend an invitation, change permission levels or remove a Collaborator from your request.
4. If you are awarded a grant, you may receive follow-up requests such as completing a grant contract or submitting a final report. You can invite Collaborators to those forms as well.