Contents

• Overview 
• Top Bar
• Views 
  • Award Recipients View
  • Waitlisted View
  • Accepted Awards View
  • Approvals View 

Overview

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

🔍Looking for help with the award selection process? See ➡️Select Award Recipients.

Top Bar: Cycle Metrics

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

a. Amount Available: This is the money you still have available to award in this cycle. It's money that has not yet been allocated to a saved award, plus any returned funds from voided or rejected awards.  

b. Blocked: This is the total amount of money you've offered to awardees, minus any funds they declined. 

c. In-Consideration: This is the money you've allocated to saved awards (before notifying awardees). Once you notify an awardee, the funds move into "Blocked." (Note: In-consideration also includes funds from reversed awards that haven't been voided, when applicable). 

Views 

The Awarding page has three views you can switch between: 

1. Award Recipients 
2. Waitlisted 
3. Accepted Awards
4. *Approvals View (*if approvals are enabled for the organization and set up in the cycle)

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
   

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 hyperlink in the Agreement column to open the award agreement for that recipient. 


 

2. 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 hyperlinked Report Name to open it. 
  
  

3. Add disbursements to one or more awardees' disbursement schedules: Select one or more awardees. Then click Actions > Bulk Disbursement. 

• Help Article ➡️Add Disbursements After Award Acceptance

4. View disbursements: 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: 
  ➡️How to Request Approvals for Awarding & Disbursements
  ➡️SAM.gov & GuideStar Compliance Checks

Approvals View
 

The Approvals View shows a list of all awards you've requested an approval for.


 
➜ From the Approvals View screen, you can

1. View the status of each approval request: Pending, Approved, or Rejected.
   
   

2. Click the hyperlinked count in the approval assignment column(s) to view an award's Approval details.

• From the Approval details panel, you can: View all assigned approvers and the status of their approvals for that specific award. You can also assign and remove approvers from the specific award. Help Article ➡️Manage Approval Assignments for an Award, Disbursement, or Reimbursement (Expense). 
  
  

What did you think of this article? Please leave a comment below! 
Your feedback helps us improve the experience for everyone.