Contents

• Overview 
• Top Bar
• Views 
  • Award Recipients View
  • Wailisted View
  • Accepted Awards View
     

Overview

This guide provides an overview of the Awarding page in Next, and the actions Program Admins can take within it. 
 

Top Bar

• The blue bar at the top of the Awarding screen shows your program's financial information. The numbers update in real-time as you designate awards. 

a. Amount Available (For All Cycles): This is the money you have left to spend. It is your total program budget, minus any money you've already offered or that is "in-consideration."

b. Blocked (For All Published Cycles): This is the total amount of money you've offered to awardees, minus any funds they declined. 

c. In-Consideration (For All Published Cycles): This is money for selected awardees who haven't been notified yet.

d. Used in Test Cycles (For All Cycles): This is the total amount of money you're using in all Test Cycles across your program (cycles in “Test Mode”). You can free up this money by deleting the test cycle(s) or finishing testing.

• To see details for all your award cycles in the program ➜ Click All Cycle Metrics on the far-right of the blue bar. 
   
  • In the pop-up, you can see whether a cycle is in testing or published, and check how much money has been offered, accepted, declined, or is in consideration for each cycle.
    
    

Views 

The Awarding page has three views you can switch between: 

1. Award Recipients 
2. Waitlisted 
3. Accepted Awards

Award Recipients View

The Award Recipients view automatically opens when you click Awarding in the left-hand menu. It shows a list of all candidates in your cycle who've been selected to receive an award. 

- From the Award Recipients screen, you can: 

1. Designate award offers/agreements and notify awardees. 
   • Help Article ➡️Designate Award Offers and Agreements
2. Request approvals (if set up for your cycle). 
   • Help Article ➡️How to Request Approvals for Awarding & Disbursements
3. Award multiple recipients at once (Bulk Award)
   • Help Article ➡️Award Multiple Applicants at Once (Bulk Award)
4. Export awardee information. 
   • Help Article ➡️Export Awardee Details
      

Waitlisted View

The Waitlisted view shows you a list of all applicants who were placed on the waitlist during award selection. 

- From the Waitlisted screen, you can: 

1. Move applicants from the Waitlist to Award Recipients.

• Help Article ➡️ Move Waitlisted Applicants to Selected
  
  🔍Looking for help with the award selection process? See ➡️Select Award Recipients.
   

Accepted Awards View

The Accepted Awards view shows a list of all applicants who have officially accepted their award offer.

- From the Accepted Awards screen, you can: 

1. View award agreements ➜  Click the link in the Agreement column to open the document.

2. Add disbursements to one or more awardees (Bulk Disbursement).

• Help Article ➡️Add Disbursements After Award Acceptance
   

3. View progress reports ➜ Click the number in the # of Progress Reports column to see the schedule. 


 

• The Reporting Schedule opens. From here, you can click any Report Name to open it. 
  
  
   

4. View disbursmements ➜ Click the number in the # of Disbursements column to open the Disbursement Schedule. 


 

• The Disbursement Schedule opens. From here, you can request approvals, initiate or reject disbursements, view dependencies (if required for your disbursement), and run compliance checks.
  
  
  
  Help Articles: 
  ➡️Managing Disbursements (coming soon)
  ➡️How to Request Approvals for Awarding & Disbursements
  ➡️SAM.gov & GuideStar Compliance Checks
   

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