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Resources for State Agencies - Grantor

The first stage of the Grantor Lifecycle is to create a solicitation, which includes earmarking a eCivis Project for pass-through funding, creating a Public Solicitation, & publish the Public Solicitation. 

Agencies will use eCivis to Create Solicitations announcing the availability of funding to potential applicants. Solicitations made public will be posted on the State Agency Grant Opportunities webpage.

User Guides
Creating a Solicitation

Managing State-Funded Grants in eCivis

Quick Reference Sheets
Creating a Solicitation

Training Videos
Coming Soon...

Link to Grants Survey

The second Grantor stage is building the application, in which an Indiana State Agency edits application content, tests the program application, & publishes the application.

Agencies will Build Application in eCivis.  The application development tools contain both required and optional fields and are designed to guide agency decision-making in the application creation process.  Once finalized, if public, applications will be published along with the solicitation on the State Agency Grant Opportunities webpage.

User Guides
Application and Review Form Creation

Quick Reference Sheets
Application and Review Form Creation

Training Videos
Coming Soon...

Link to Grants Survey

Once the application’s been published, Review Content should be edited, Reviewers added & assigned to specific applications, & Indiana State Agencies review Feedback & Scores provided by Reviewers. 

Agency eCivis users managing a program solicitation with applications will utilize the Reviewer Portal features. Once a Grantor’s application is published reviewers will be utilized within eCivis to evaluate applicant submissions & determine solicitation awards or denials.

User Guides
Application Review Management

Quick Reference Sheets
Application Review Management

Training Videos
Coming Soon...

Link to Grants Survey

With Reviewer feedback in mind, agencies create Application Awards & Denials, Notify Applicants, & issues Final Award Approvals. 

Agencies will make the decision to Award or Deny Applications in the eCivis Reviewer Portal and notify applicants and issue final award approvals.

User Guides
Application Review Management
Managing Subrecipients

Quick Reference Sheets
Application Review Management
Managing Subrecipients

Training Videos
Coming Soon...

Link to Grants Survey

Once an applicant has been issued an award, they become Subrecipients. In the final Grantor stage, agencies manage & monitor Subrecipients, Review & Approve Activity & Financial Report submissions, Initiate Amendments, when applicable, & finally complete closeout tasks. 

Agencies will fulfill their Subrecipient Monitoring and Closeout requirements in eCivis.  Subrecipients will use eCivis to submit project and expense reports, and agencies will use eCivis’ reporting capabilities to manage their subrecipients’ activities.  When the solicitation is complete, agencies will use eCivis to properly closeout the grant.

User Guides
Managing Subrecipients

Quick Reference Sheets
Managing Subrecipients

Training Videos
Coming Soon...

Resources

SBA Recommended Tasks for Subrecipient Monitoring
Risk Assessment Excel Template (Example)
SBA Substate Transfer Monitoring Checklist

Link to Grants Survey

Create Solicitation

User Guides
Creating a Solicitation

Managing State-Funded Grants in eCivis

Quick Reference Sheets
Creating a Solicitation

Training Videos
Coming Soon...

Build Application

User Guides
Application and Review Form Creation

Quick Reference Sheets
Application and Review Form Creation

Training Videos
Coming Soon...

Build Review Form & Review

User Guides
Application Review Management

Quick Reference Sheets
Application Review Management

Training Videos
Coming Soon...

Award or Deny Applications

User Guides
Application Review Management
Managing Subrecipients

Quick Reference Sheets
Application Review Management
Managing Subrecipients

Training Videos
Coming Soon...

Subrecipient Monitoring & Closeout

User Guides
Managing Subrecipients

Quick Reference Sheets
Managing Subrecipients

Training Videos
Coming Soon...

Resources

SBA Recommended Tasks for Subrecipient Monitoring
Risk Assessment Excel Template (Example)
SBA Substate Transfer Monitoring Checklist

Link to Grants Survey

This graphic provides a visual overview of the grants lifecycle at the State of Indiana specific to when agencies serve as a Grantor. An agency is designated a Grantor if a grant will be used for pass-through funding to Subrecipients.  The graphic showcases the Grantor stages in eCivis and the specific processes and roles involved. These stages include creating a solicitation, building an application, building a review form for assigned reviewers to score & provide feedback to applicants, awarding or denying Subrecipients, Subrecipient Monitoring, & finally Closeout.