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C. COMPLETING THE BASE APPLICATION FORM聽

 

To begin the Base Application Form, users should select the blue pencil icon next to the form.

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Figure 10: Image of Locating and Selecting the Edit Icon for the Base Application Form

Once in the form, users will see three major tabs within the Base Application Form: Planning and Service Delivery, Board and Staff Oversight, and Finance and Accountability.

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Figure 11: Image of the Base Application Form

Completing the Tabs of the Base Application Form

There is no requirement to start any one tab before another. However, when users begin one tab, such as Planning and Service Delivery, they must fully complete it in the order the questions appear.

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Figure 12: Image of the Base Application Form Planning and Service Delivery Tab

PLEASE NOTE: Within each tab, there are multiple sections. Users may select the arrow to collapse or expand the sections and show only one set of questions at a time.

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Figure 13: Image of the Expanded and Collapsed Service Delivery Tab Sections

One of the most significant differences between the Base Application and the Pre-Application is that users need not complete the entire application in one sitting. Users may complete a few questions and come back to the form later. To ensure the information entered is saved, users are strongly encouraged to save every time they answer a question or set of questions in the Base Application form.

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Figure 14: Image of Saving a Section of a Partially Completed Form

Additionally, users should note that GrantEase does not spellcheck a document. Thus, it is imperative that users find an external source to spellcheck their narrative answers. For example, users may want to install a software program like Grammarly. If users are interested in receiving information or training resources on these tools, please visit the LSC Training landing page.

After checking that all answers are grammatically correct, LSC recommends that users also correct any skipped questions, then save when complete.

Questions marked with a red asterisk (*) are required, and all the formats of the responses are explicitly stated next to each question.

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Figure 15: Image of the Base Application Form

Supplemental Questions

Supplemental questions will appear as the conditions of a form change. For example, if a user answers 鈥淣o,鈥 to question number 11: Do you collect outcomes data for extended services cases? they will move to question number 12.

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Figure 16: Image of a Required Question Response with No Supplemental Questions

However, if a user answers 鈥淵es,鈥 they will be required to complete supplemental questions (11.1, 11.2, 11.3, and 11.4). As mentioned earlier, users are encouraged to save each time a change is made in a form.

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Figure 17: Image of a Required Question Response with Supplemental Questions

Information Table Responses

The responses to some questions require users to complete an information table. If users answer 鈥淵es鈥 to question number 1, that their organization intends to subgrant $20,000 or MORE of LSC funds, they will then be required to complete the Subgrant Application (please refer to the Subgrant Micromodule for steps).

If users answer 鈥淣o鈥 to question number 1 but answer 鈥淵es鈥 to question number 2, they should proceed to complete the Supplemental Subgrant Organization table.

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Figure 18: Image of the Subgrant Organizations Table

Users should begin entering their subgrantee organization in the table by selecting the New button.

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Figure 19: Image of Selecting Add New Subgrant Organization Button

Users will then complete the data entry box with the required subgrant information.

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Figure 20: Image of the Subgrant Organizations Entry Box

Uploading Client Success Stories

APPLICATION UPDATE:

This grant cycle, Client Success Stories will be uploaded in a new area of the application. Applicants will now utilize a SmartForm link in the Base Application Form to enter their client stories rather than add them as attachments.

PLEASE NOTE:  Users must provide a new form for each client story submission.

Users will upload client success stories in the Outcomes section of the Base Application Form; they should expand this section.

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Figure 21: Image of All Form Section and Selecting the Base Application Form

Users will need to scroll to the bottom of the section, and then select the Smartsheet Form Link to input their Client Success story. 

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Figure 22: Image of Selecting the Client Success Stories Smartsheet Form Link

A new window will open with the Smartsheet Form. Users should complete each required data field on the form and select save when finished.

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Figure 23: Image of Client Success Story Smartsheet Form Window

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Figure 24: Image of Saving the Client Success Story Smartsheet Form

After saving each of the required Client Success Stories in a Smartsheet Form, users should acknowledge that they have uploaded their stories by selecting 鈥淵es鈥 from the dropdown menu for the question. Next, users should select the Save button before moving on to other sections in the form.

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Figure 25: Image of Confirming Client Success Story Submission on the Base Application Form

Once users have completed all three tabs in the Base Application form (Planning and Service Delivery, Board and Staff Oversight, and Finance and Accountability), they must respond to the final question, which asks users to certify the accuracy of their responses.

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Figure 26: Image of the Accuracy Certification Check Box

If users must leave the application and come back to it, this is fine, as long as the content changed is saved.

After completing, saving, and certifying all tabs in the Base Application form, users should select the Validate Form button on the top right-hand side of the screen. This is a feature in GrantEase that will allow users to see which questions have been skipped or are incomplete.

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Figure 27: Image of the Validate Form Button

If users receive a Validation Error Message, they will need to go back and rectify these errors before moving on to the next section.

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Figure 28: Image of a Validation Error Message

Once the Base Application form is completed and validated, users may select the Back button to navigate to the next form, or users may select the next form from the drop-down menu in the top right-hand corner of the screen and be taken to another form.

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Figure 29: Image of Navigating to the All Forms Table Using the Back Button

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Figure 30: Image of Navigating to a New Form Using the Dropdown Menu