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GrantWorks Getting Started Guide

1. 23 View Edit and Complete Forms This is the module where user will use to enter all of the grant application requested information There will be a list of forms for a Resource Opportunity in form view each Resource Opportunity will have an Instructions file to download as well as to create Blank PDF for the grant application View Edit and Complete Forms Select the View Forms button below to view edit and complete forms VIEW FORMS 1 Click on VIEW FORMS button to view the link to each form Q Back Technical Assistance FY11 Menu Forms Please camplete all required forms below Document Information 2011 1000 63 TA Info Document Type Organization Current Status Date Due Technical Assistance FY11 WNeighborWWorks Montgomery Housing Authorized Official Application In Process 10 15 2010 11 59 00 PM Forms Status Page Name Note Created By Last Modified By Application Forms 3 Deliverables and Outcomes 2 n Forms section click on Instructions link example TA Instructions PDF file to read background information and how to apply for this opportunity H T 6955 E E Find n Technical Assistance Requests Background Technical assistance is the term NeighborWorks America uses to describe the consulting services provided to the network organizations by Neighbor Works America staff paid independent consultants or peer to peer assistance It involves work performed within a
2. Required Fields All required fields are identified by red asterisk If required fields are not entered system will prompt Page Errors upon saved You will not be able to submit your application until all required fields have been completed File Attachment The size of each attachment on each page cannot exceed 10MB The following files types will be allowed bmp doc gif jpg pdf png ppt tif txt wpd xls docx xlsx vsd xml rtf html htm pptx mht mhtml csv We recommend that you create a shared directory folder in your local network to keep all GrantWorks related documentation and attachments for easy access and sharing within your organization Data Entry Text Fields For text fields the application provides the maximum numbers of characters allowed Beneath the text field the amount of characters used is displayed next to the maximum amount of characters allowed You cannot enter more than the maximum characters allowed 1 Describe the deliverables expected from the District Specialist or Consultanttechnical assistance provider please be specific Describe the deliverables expected from the District Specialist or Consultantitechnical assistance provider please be specific Describe the deliverables expected from the District Specialist or Consultantitechnical assistance provider please be specific 209 of 1000 Copy and Paste Text Field If you cut and paste text from a Word document to populate any of the memo te
3. My Inbox Sort my inbox messages by Go View All My System Messages A Priority Sender Subject Date Time E Zl System Grant Johens burg has been added to Neighborhood Housing Services Silicon Valley 8 18 2010 3 49 36 PM E we System Grant Granted Access to Application 2011 8217 0007 LEND 8 13 2010 2 25 49 PM Oo l System Grant Granted Access to Application 2011 8217 0008 CS 8 13 2010 10 19 17 AM CLOSE MY INBOX MARK CHECKED AS READ 1 Click on OPEN MY INBOX button to view system messages NeighborWorks America will occasionally send out system messages for reminders important information and updates on certain Resource Opportunities The inbox also includes all of the GrantWorks auto generated emails sent to user s email account upon submission modification required and approval 2 To view the message click on the link on the Subject column clicking on the link under the Sender column will take user to their own email system Note Any inbox messages that are more than 6 months old will be automatically deleted My Tasks My Tasks Sort my tasks by MEMES Date Info Document Type Organization Current Status aan Date Due gt iq j q ry x 63 Technical Assistance FY11 Nei hborw orks Montgome 2011 1000 63 Application In Process 7 22 2010 10 15 2010 Housing TA 14 1 Click on OPEN MY TASKS to view user s to do list These are the applications that are in process to be completed
4. Organizational Underwriting FY09 1 Approved A2009 8217 0760 00 OU Application in 2011 Capital Fund Lending FY11 1 Process 2011 8217 0004 LEND Application in 2011 Capital Funding Real Estate Development FY11 1 Process 2011 8217 0006 RED Organization Details This is the organization s additional information The organizational data below is provided for read only informational purposes If any of the information is incorrect or outdated please have your organization s NeighborWorks Fact Sheet Administrator make the changes in Fact Sheets The updates will transfer to this page daily ORGANIZATION DETAILS Network Organization LJ Status Chartered Date Incorporated Date 1 3 2005 District Executive Director Name Executive Director Phone Executive Director Email Board President Name Board President Phone Board President Email Eligible a Reason for not Eligible Rating L E Line of Business National Initiative National Programs Heighbortiorks Contact Name elghbortorks Contact Job Tie NeighborWorks Contact Phone eighbortorks Contact Emai Lead Management Consutant Lead Management Consultant Phone Lead Management Consultant Email dgaither nw org 42 This is your user account information Users can edit their information 1 From the My Home page click on My Profile link in the top menu bar My Profile Please complete all the required fields below required fields are marked with an Co
5. Admin Granted Access to Application 2011 1000 0009 OU 8 22 2010 11 32 26 PM Read Priority Sender Subject Date Time Status 38 This is where user can search for previously submitted and approved applications and other available reports including Capital Fund Balance or NeighborWorks Grant Overview reports My Reports My Training Materials My Organization s MyProfile Logout Q Back My Reports Select a report below to execute it Organization Reports Capital Fund Balance Quick Links LN View All Organization Applications Capital Fund Balance Report Click on the top menu My Reports link to view available reports Click on the Capital Funds Balance report link Select your organization name in the drop down Click on the EXECUTE button to view the Capital Fund Balance information Results section will display your organization s latest Capital Fund Balance amount with as of today Lans a es Organization Capital Fund Balance For more detailed instructions select the Show Help button Organization NeighbonWorks Montgomery Housing Export Results to Screen Results Per Page 20 Sort By SELECT 4sc Results arai District Pcode City Organization Type Organization Status CFB Amount as of today 16490 Pacific 21 San Jose NO Chatter 1 2596 900 00 Note There will be other reports available to the organization NeighborWorks Grant Overview This report allow
6. Features Block annoying pop ups Fill out web forms with one click Translate pages into English instantly Check your spelling in webmail messages 5 Click on Agree and Install 6 Choose the Save option Save the Toolbar to a location you ll be able to find easily afterwards such as your desktop or My Documents folder 7 When the download is complete locate the Google Toolbar Installer and double click it to install 8 Select the Run option to begin installation 9 You will receive a message that the Google Toolbar has successfully installed 45 Use Google SpellCheck in GrantWorks On the Internet Explorer click the Settings button Select the Manage option then choose the Features tab Place a check mark in the box beside the SpellCheck option Click OK to save your changes and exit the window After entering your text within any or all of the fields within a form in GrantWorks you can use the SpellCheck button by clicking the amp icon on the Google Toolbar The SpellCheck feature will highlight incorrectly spelled words within text box of the GrantWorks application form in red colored font erus De pe TECHNICAL ASSISTANCE REQUEST Instructions Please read the Instructions BEFORE completing the information below To apply for this resource opportunity complete the information requested save changes before moving to the next page Note If you cut and paste text from a Word document to po
7. Grant Summary Multifamily Commercial ar Mixed Use Real Estate Post Development Development 1 Sam Jones C Real Estate Past Development 8 24 2040 12 32 12 PM Requested Amount E Sam Jones Ej Requested Amount 8 24 2010 12 33 26 PM 5 Click on each link in the Forms page to enter data in the application form 1 Project Name Real Estate Pre Development Prajecti 2 Type of praject check all that apply C Homeownership Cl Rental Commerical properties that are exclusively commercial Mixed Use properties that include residential and commercial space Other Explain 0000000000000 0 3 Project location sairessiine2 SSS 6 Click on SAVE button to save each application 7 Navigate to other projects using the links available in the Forms Menu as mentioned in step 5 30 Helpful Tips on Completing a Resource Opportunity Application Resource Opportunity Instructions Please download and read the Instructions file for each Resource Opportunity BEFORE completing the application Back Button Back During data entry you must use the GrantWorks back buttons Do not use your web browser s Back and Forward buttons during data entry on any of the Resource Opportunity grant applications the system will not remind you to save or lose data You may only use them to navigate when you are not within the data entry forms Top of the Page Q Top ofthePage To jump to the top of the page
8. Materials Provides links to download and view useful documents View the following PDF files GrantWorks Getting Started Guide Technical Support and Contact Information or System Requirement Instructions My Organization s Takes User to read only organization information See your Fact Sheet administrator if any changes are needed to this information You can also add Organization Staff contacts here to allow access to GrantWorks My Profile Displays your user account information and login name User can view and edit account information and changing password Logout Ends your GrantWorks session Show Help Click on SHOW HELP button throughout GrantWorks application for online help and guidance on how to use GrantWorks application This online help is target for grantee only and will not provide any instructions on specific Resource Opportunity leighborWorks America s GrantWorks Page Help Welcome to the system Below you will find detailed instructions on how to use the features ofthe Home Page As you navigate and work in the system keep in mind that every page will contain a Show Help button giving you detailed instructions or additional information in regards to the page you are on If you are unable to find the information you need contact the system help desk by phone or email Help Desk Availability Hours Monday thru Friday 8am to 8pm EST Phone 1 800 820 1890 Email helpdesk agatesoftware co
9. an option to add multiple projects When filling out a multiple project Opportunities Forms Status Page Name Note Created By Last Modified By BlankPDF Real Estate Program Selection Requested Amount 1 Click on Development Project Selection link DEVELOPMENT PROJECT SELECTION Instructions Each organization can only apply 3 projects in total within any real estate development area Pre Development and Past Select and check how many project s per Real Estate Development area upon Save you will see the application form for each project Real Estate Pre Development an e Development Project 1 Fre Development Project 2 Pre Development Project 3 Real Estate Development Development Project 1 Development Project 2 Development Project 3 Real Estate Post Development Post Development Project 1 Past Development Project 2 Post Development Project 3 Check the check boxes to create project s per Real Estate Development area Pre Development Development Post Development 3 Click on SAVE button to create the selected projects 4 Click on Forms Menu link to view the links to complete filling the forms for each project created 29 Forms Status Page Name Note Created By Last Modified By Blank PDF Real Estate Program Selection E Real Estate Pre Development Development 1 Sam Jones 8 24 2010 12 31 40 PM Real Estate Development Development 1 L L
10. and submitted The application will remain on this My Tasks until you submit the application to NeighborWorks America Notes The Resource Opportunity will only appear on the My Task list if you are the Authorized Official and initiated the application or if you are Organization Editor that have been assigned to work on this application by the Authorized Official All Authorized Officials will automatically be added to the application access regardless of which Authorized Official initiated the application If you are not an Authorized Official and you do not see an application on your My Task list please contact your organization s Authorized Official to add you to the application Control Access Once the application is submitted it will not be on your My Tasks list To find your submitted applications go to top menu bar My Reports click on View All Organizations Applications link Each resource opportunity you have applied for will be listed on your My Tasks list Each resource opportunity has a system generated ID under the Name column Click on the OpportunityID link this will take the user to the Application Menu of that Resource Opportunity All system generated Opportunity IDs are similar to the ID shown below 2011 8237 0130 TA OR 2011 8007 0147 CBO The different parts of the ID are defined as follows 1 field 2011 indicates the fiscal year application initiated 2 field 8007 a place code NeighborWorks America i
11. delete information within an application Authorized Official can Apply Submit and Cancel Application and Assign Organization Staff as Editors Status History Document Status History Date Time Application In Process 8 21 2010 4 18 15 PM Janes Sam Click on STATUS HISTORY link in the Management Tools to view the status history of the application When the application was initiated submitted or cancelled and by whom organization can also view to know the status of an application after submission Check for Error Global Errors The following errors have been indentified Please select each link below to navigate to the appropriate page to correctthe errors Document Information A2010 8217 57 TA Info Document Type Organization Current Status Date Due Technical Assistance Neighborhood Housing Services Silicon Authorized Application In 9 30 2010 11 59 00 FY10 Valley Official Process Pleaseerterattrequired fields Deliverables and Outcomes Please enter all required fields The project start date should be earlier than the project end date The Projected Start Date should be within the Fiscal Year Technical Assistance Request 1 Click on CHECK FOR ERRORS link to load the Global Errors page and to view the errors in the application Review the error list 2 Click on the form link to correct the errors It could be that a required field is not completed or you have entered a financial amount less than th
12. mc P 41 Mgr wr P o 43 POMC MODs JABDIIOCQUORNR talig airea tuse n E see ouod tun macto iu odi me chord tu cit pss E ticdu on cnasete EM dM UM dU 44 Appendix B Google Toolbar for SpellCheck llsssssssesesssessseseeeene nennen nnne nnn nnn nnn nnne nnn nain nns 45 ApDEndIX O ADPICAION PDI eI 47 Appendix D Find Submitted Approved Applications ccccccccccecsssssseeceeeeeeseeeeeeeceeeeeesaeeseueeeeeeesesaeaeeeeeeeeessaaaaeses 48 Appendix E Add Organization Editor to Access Resource Opportunities ccccceccsseeseeeeeeeeeeeaeeeeeeeeeeeeeeaaaaeees 50 Technical Support amp Contact Information Technical Support You can email GrantWorks nw org or call 1 866 720 1807 for any GrantWorks application technical questions or difficulties as well as questions relating to Authorized Official and security level access Hours of operation 9 00am to 6 00pm EST The Technical Support line is dedicated to support technical related problems and security access questions only Technical Support will not be able to answer any Resource Opportunity specific questions For any questions regarding a Resource Opportunity application form go to the GrantWorks Home Page My Training Materials link and download the Technical Support amp Contact Information You w
13. must remain Exemplary or Strong throughout the review approval process to remain eligible for the conversion Eligible groups may request a conversion of permanently restricted capital to temporarily restricted for use as a cash loan loss reserve for a specific lending pool or loan as outlined within the Investment and Grant Agreement The converted funds must be subsequently classified as temporarily restricted on your balance sheet following the approved NeighborWorks America template and protocols for loan loss reserve within the Guidance for the Conduct of Audits This option is limited to conversions of up to 1096 of the Capital Fund Balance or 200 000 whichever is less Note This application is available until 7 31 2011 Contacts Great Lakes District Kathryn Gibbons kaibbons nw ora 1 877 316 8880 x217 Mid Atlantic District Tanya Winters twinters onw org 410 962 7906 North Central District Kevin Morris kmorris nw org 816 714 1220 New England District Sal Steven Hubbard shubbard nw org 617 585 5029 Northeast District Judith Rose jrose nw org 212 269 6553 x24 Pacific District Inman Rouce irouce nw ora 510 436 2382 Rocky Mountain District Mickey Landy mlandy nw org 303 782 5456 Southern District Lawrence Anderson landerson nw ora 404 526 1264 Eligibility Available only to Exemplary and Strong organizations that have a Permanently Restricted Capital Fund Balance of at least 500 000 APPLY NOW My Inbox
14. of this document Q CHECK FOR ERRORS Select the link above to check the entire document for errors 1 Onthe Access Management link click on the ADD EDIT PEOPLE link to view the current people assigned to this application Only Authorized Officials can add edit organization staff to the application Access rights to the application will be per the security role selected Also the number of days a staff would have access to this application is defined by setting the Active Inactive dates in this section Capital Fund Lending FY 11 1 Menu People The functionality on this page will allow you add delete or edit people on this document Use the keyword search function to locate a person you would like to add Selectthe check box nextto the name in the search results Or you can uncheck the box nextto the person s name under the Current People Assigned area to remove people After you perform your modifications remember to select the SAVE button to save your changes Document Information 2011 8899 0009 LEND Info Document Type Organization Current Status Date Due Capital Fund Lending FY11 1 Test Organization Authorized Official Application in Process 10 15 2010 11 59 00 PM Person Search Current People Assigned MEau EUL Organization Active Dates Assigned By Grant System Ms Julia Roberts Test Organization Authorized Official Note All Authorized Officials within the organization will automatically have
15. password click on Forgot Password Contact GrantWorks nw org or 1 866 720 1807 if you forgot your user name New User Authorized Official only Step 1 Download and complete the Registration Form for Authorized Officials Step 2 Fax or Mail your Registration Form to the NWA Administrator indicated in the document Step 3 After you have successfully completed and submitted your Registration Form to NeighborwWorks America you will receive your user name and temporary password by email New User Organization Staff Editor See your Authorized Official to request access to GrantWorks Once you are given access you will receive your user name and temporary password by email Go to GrantWorks Info tab download the GrantWorks v2 0 Getting Started Guide for detail instructions Intermediary and State Housing Finance Agency Each Intermediary and State Housing Finance Agency has identified to NeighborWorks America their Authorized Official name This Authorized Official has been notified by email with their user name and temporary password atthe start of National Foreclosure Mitigation Counseling program Round 1 in January 2008 application Welcome Message with instructions for accessing GrantWorks for Existing User New User Authorized Official only and New User Organization Staff Editor and instructions for National Foreclosure Mitigation Counseling program Login Box is the area for entering your GrantWorks user name and pas
16. search data to a different format Export Results tn Screen Results Per Page 20 Sort By SELECT MEE E Screen Results Mo results found 1 Once a report is selected click on the Export Results to drop down user can select Screen Excel Text or XML format 2 If you select screen you can view the results in the screen 3 If you select other options like Excel Text File XML report will open in a new window as format selected 4 You can save the document to another directory 40 My Organization Organization Information From the Home page click on the My Organization s link in the menu bar at the top click on Organization Name takes you to the Organization Information page The organizational data below is provided for read only informational purposes If any of the information is incorrect or outdated please have your organization s NeighborWorks Fact Sheet Administrator make the changes in Fact Sheets The updates will transfer to this page daily My Reports My Training Materials My anization s MyProfile Logout SHOW HELP Q Back Organization Please complete all the required fields below Required fields are marked with an Organization Information Organization Members Organization Documents Organization Details Organization Information Name NeighborVorks Montgomery Housing PCode 1000 18900 Rockville Pike State Maryland v Zipc
17. the organization staff cannot edit the application organization staff will have rights to view only Authorized Officials who initiated a Resource Opportunity have access to the application Other Authorized Officials within the organization will automatically be added to access the application To give access to other Organization staff to edit any Authorized Official can add staff as Organization Editors see Access Management Tools All organization applications with status in process submitted or approved can be searched under My Home My Reports View All Organizations Applications Organization Authorized Officials who initiated the application that has not been submitted will receive reminder emails 5 days 3 days and 1 day before the application due date Organization s Capital Fund Balance amount is located under My Home My Reports Capital Fund Balance Login and Security yj There are two security roles defined for GrantWorks users Authorized Officials and Organization Editor These 2 roles will have different security permission levels to work on applications Names of Authorized Officials are selected and registered by each organization s Executive Director Each organization will have a minimum of 2 and a maximum of 3 Authorized Officials After the organization s Executive Director has submitted the Registration Form for Authorized Officials each Authorized Official will receive an email from GrantWorks notifying you
18. will update your picture on the Welcome Home Page 43 Appendix A Application Status The following table describes the application process and the changes to the application status The status is in the order of application process Application In Process Application Submitted Application In Review Application Modifications Required Application Modifications Submitted Application Approved Application Cancelled You have initiated a grant application Enter all required application data and click Submit when finished You have finished the application and clicked Submit The application has been received but is not yet being processed by NeighborWorks America staff At this point the application cannot be edited by anyone within your organization You will not be able to submit the application if the deadline has passed You will not be able to submit if there are Errors in the application This status will not be on your My Tasks List to do NeighborWorks America staff is processing the application At this point the application cannot be edited by anyone within your organization This status will not be on your My Tasks List to do NeighborWorks America staff has initially reviewed the application for any missing data and or documents and has sent it back to the organization for updates Each organization will be allowed to edit a Resource Opportunity only once The application can be edited and r
19. you need to add 3 members information into the system select New Member eee e Active Dates Assigned By Adams John Organization Editor v 7 1 2010 4 7 Enter the staff information all required fields are identified in red asterisk 8 You can enter the password user can change to new password at anytime 9 Forthe Role you will only have one option Organization Editor Add Edit Members Administrators with the authority to add members to your organization can follow these steps Please complete the information below All pass fields are marked with an Prefix First Last Suffix Name Mom Adams Username Date Active 7 20 2010 Date Inactive e Role Organization Editor v The fields below are populated with the Organization information by default However you may edit the information in any of the fields This information may also be edited by the person you are creating the profile for from their My Profile page 18900 Rockville Pike Address ow sat zipcode fx cane Website 10 Click on the SAVE amp ADD TO ORGANIZATION button to add new member to the current members list of your organization 19 My Reports My Training Materials My organization s myrrofile Logout SAVE SAVE amp ADD TO ORGANIZATION SP OW HELP 11 User name can be created by Authorized Official User name rule Use first initial and last name Sam Jones should have a user name as SJones Organiz
20. 1 MARK AS COMPLETE TECHNICAL ASSISTANCE REQUEST Instructions Please read the Instructions BEFORE completing the information below To apply for this resource opportunity complete the information requested Save changes before moving to the next page Note If you cut and paste text from a Word documentto populate any of the memo text fields remove all special formatting such as tabs bullets underlining or bolding to ensure text is displayed as intended when the document is viewed as a printable version 1 Provide a brief description ofthe issue being addressed and the service requested 0 of 1000 2 Selectthe specialty area for your request Other please speciy o 3 Does this Technical Assistance Request address a Corrective Action cited in a Program Review or other targeted review of your organization Do not check yes if the TA request addresses an Area for Improvement Oves ONo 4 Enter the projected dates for this technical assistance request Projected StartDate ProjededEndDate mm dd yyyy mm dd yyyy 5 Provide any comments on the timeframe including any deadlines or special timing issues that your organization is facing 0 of 1000 4 Onthe top of each form following are the command buttons available Click on SAVE button to save the current form any errors in the current page will be displayed as Page Error s on the top of the form in red font User should correct the errors and save u
21. G St N W Suite 800 Washington D C 20005 You can fax it to 202 376 2531 please also mail the original document On the Login Page click on the Registration Form for Authorized Officials link Download the Registration Form and complete the requested information Fax or mail the Registration Form to the NeighborWorks Administrator indicated in the document After you have successfully completed and submitted your Registration Form to NeighborWorks America you will receive your user name and temporary password by email within one business day Following a successful login the Authorized Official will have full access to GrantWork s available Resource Opportunities to apply and submit any GrantWorks applications poe e Note Once your organization s Executive Director has registered and submitted the Authorized Official s information you will receive an email that contains your user name and temporary password Your user name is made up of your first initial and your full last name If your name is Jane Smith your user name will be JSmith The password that is sent to you is a temporary password randomly created by GrantWorks You must change this password the first time that you log in 17 Organization Editors Authorized Editors will be able to Edit their user account information but not their security access Enter update and delete information on grant applications where permission is granted Download and at
22. GrantWorks v2 0 Getting Started Guide for NeighborWorks Organizations Version 1 0 September 2010 Hates at Working Together for Strong Communities NeighborWorks AMERICA Table of Contents Table OF ConteniS ARREST 2 Technical Support amp Contact Information sseeeeseisissssssssssesssssesseenen enne nennen nenne nnn nn nain nnn nns ss nna nnns nnns 3 3m 5 37261460 Pipe e a a eee a a ee ee eee 7 Accessing GrantWorks and GrantWorks Info Tab 2 0 0 ccccccccccceecceeeeseeeeeeeeeeeeeeeeeeeeeeeesaaeeeseceeeeesssaeaseeeeesessssaaaeeeeeeess 8 ROMS A RENT m c 12 User Accounts and Security Levels sssssssesessssssssseeene nennen nennen nnn nnne ss sn nna rr nnn isis sns a iani nsn r s ssa sa enn nnns 16 nitatinG a Resource Opportunity MR E 21 Applicaton Nain Menmu sereis ETT 23 Mew Edit and Complete FONS vers cecal cceausencteecccunnnsatsneaeduasenesuedinuenalsaacatannnsaencdsine ans uocibesssiueesne vetinoiewistencatesvagiaanecnes 24 Access Management Tools MT M 33 E Calg S E 0 i Seen ee een ee ee oe 36 21a alow PONCO NT ek eee eee eee ee eee 38 I TS TOON US d MT 39 MR incu
23. Profile Logout SHOW HELP Welcome to NeighborWorks America s GrantWorks l Welcome Sam gt Click the Show Help button above for more detailed instructions throughout GrantWorks application Authorized Official gt Click the View Opportunities button below to view and apply for a Resource Opportunity Change My Picture gt Click the Open My Inbox button for system messages sent by NeighborWorks America gt Click on Open My Tasks button for your assigned applications this is your to do application list gt Click on My Reports link to search and view your approved arants and other available reports gt Click on My Training Materials link to download various useful documents gt Click on My Organization link to view your organization s info to add organization staff to access GrantWorks gt Click on My Profile link to change your user account and password gt Terms of Use Privacy Policy Hello Sam please choose an option below View Available Opportunities You have 12 My Opportunities available Select the View Opportunities button below to see whatis available to your organization VIEW OPPORTUNITIES My Inbox You have 0 new messages Select the Open My Inbox button below to open your system message inbox OPEN MY INBOX My Tasks You have 1 new tasks You have 0 tasks that are critical Selectthe Open My Tasks button below to view your active tasks OPEN MY TASKS The GrantWorks Home Page has My H
24. access to all applications all Organization Staff will automatically have access to all applications as read only unless Authorized Official provides Editor rights Person Search Enter a name or partial name anderson SEARCH People Found Organization Role Active Dates Assigned By ank Anderson Thao Test Organization Organization Editor 8 23 2010 2 To assign your organization staff to be an application editor enter your organization s staff name click on SEARCH button If you do not see the name of your staff on the search results you will need to create a new user from the top menu bar My Organizations page See section My Organization for more detail instructions 50 3 Check the box before the person name the Role and Active Dates will be defaulted leave as is 4 Click on SAVE button Current People Assigned Organization Active Dates Assigned By Ms Julia Roberts Thao Test Organization Authorized Official 8 23 2040 e Grant System Organization Editor v 8 23 2010 og 5 The name will appear in the Current People Assigned list 6 Your organization staff will receive an email with reference to the new assignment for a Resource Opportunity and staff will also see the assigned application on the My Task list Note Organization Editor will have rights to edit update and delete information within an application Authorized Official can Apply Submit and Cancel Application and Ass
25. active dates in this section Note All Authorized Officials within the organization will automatically have access to all applications all Organization Staff will automatically have access to all applications as read only unless Authorized Official provides Editor rights Person Search Enter a name or partial name anderson SEARCH People Found eee Organization Active Dates Assigned By BnkAnderson Thao Test Organization Organization Editor w s232010 2 To assign your organization staff to be an application editor enter your organization s staff name click on SEARCH button If you do not see the name of your staff on the search results you will need to create a new user from the top menu bar My Organizations page See section My Organization for more detail instructions 3 Check the box before the person name the Role and Active Dates will be defaulted leave as is 4 Click on SAVE button Current People Assigned ee Organization Active Dates Assigned By Ms Julia Roberts Thao Test Organization Authorized Official Grant System Organization Editor 8 23 2010 5 The name will appear in the Current People Assigned list 6 Your organization staff will receive an email with reference to the new assignment for a Resource Opportunity and staff will also see the assigned application on the My Task list 34 Note Organization Editor will have rights to edit update and
26. al Fund Balance information Terminology Resource Opportunities funding and technical assistance available for NeighborWorks organization an available opportunity for resources Application grant application within a Resource Opportunity a request in process of being completed submitted and approved Accessing GrantWorks and GrantWorks Info Tab Login Page The Login page has the following information and features to assist you in gaining access to the GrantWorks Open your web browser browser supported Internet Explorer version 7 or higher Type in the URL https GrantWorks nw org Hemember to save this URL under your Favorites This will take you to the GrantWorks Login page ZN La NeighborWorks GrantWorks Working Together for Strong Communities AMERICA Login Uemame Forgot Password Welcome to GrantWorks NeighborWorks America s online grant application Announcement This is GrantVvorks version 2 0 with brand new user interface rolled out on 9 1 2010 All logins and passwords will remain as is For more detail please view this GrantWorksv2 Announcement including webex training schedule NEIGHBORWORKS Chartered Organizations For GrantWorks v2 0 Getting Started Guide recorded Webex session list of available Resource Opportunities and Contact information go to GrantWorks Info tab on top Existing User Enter your user name and password on the Login box to the right If you forgot your
27. ast Modified By Related Messages Sort search results by Select v EJ Priority Sender Subject Date Time bal GrantWorks Admin Granted Access to Application 2011 1000 0009 OU 8 22 2010 11 32 26 PM Read 2 Click on the link of each document or messages to review the related documents or related messages If select the message it will pop up to view message details SHOW HELP Message 7 Show Hide Priority Sender Subject Date Time Q Back Organizational Underwriting FY11 1 Menu Related Items The various sections below can link to items that are associated with this document Granted Access to GrantWorks Admin Application 2011 1000 8 22 2010 11 32 26 PM 0009 OU You have been granted access for application 2011 1000 0009 OU Document Information 2011 1000 0009 OU Info Document Type Organization Current Status Date Due Go to https GrantWorks nw org to log in Organizational Underwriting FY11 NeighborWorks Montgomery Authorized Application in 10 15 2010 11 59 00 1 i Official Process This is an unmonitored email box please do not reply Related Documents Sort search results by Select EJ Document Type Name Current Status Created By Last Modified By Contact GrantWorks nw org or call 1 866 720 1807 if you need further assistance Related Document 2011 1000 0009 OU CLOSE Related Messages Sort search results by Select v EJ al GrantWorks
28. ate the application 21 Resource Opportunity Business Rules All of the Opportunities can be submitted only once per period except for Technical Assistance which allows you to submit several requests For example organizations may submit only one Success Measures application in the first round of funding for FY 2010 but may submit more than one Technical Assistance application Once you apply for an Opportunity that only allows one application you will no longer see that Opportunity in the View Available Opportunities list The Organizational Underwriting Opportunity is mandatory for all organizations applying for NeighborWorks America funding In addition certain Opportunities are one time awards If you have already received funding for one of these in a prior funding round it will no longer appear in your View Available Opportunity list This applies to most initiative and other special national program memberships For example if your organization is already a member of the NeighborWorks Community Building amp Organizing Initiative this Opportunity will not appear in your organization s View Available Opportunities list Only Authorized Officials will have rights to Submit or Cancel an application Organization Editors organization staff can edit the application to which they have been given access but they CANNOT APPLY SUBMIT or CANCEL an application All organization s Authorized Official will be automatically added to have
29. ation Members Administrators with the authority to add members to your organization can follow these steps To add a member to your organization select the Add Members link below If a member has already added his her information in the system you can search for the member If you need to add a members information into the system select New Member For more detailed instructions selectthe Show Help button above Current Members Add Members W Person Active Dates Assigned By e Administrator GrantWorks Vv Organization Editor v 8 20 2010 a Roberts Julia Authorized Official 12 If staff member information is available check the checkbox before the person name who you would want to add to your organization 13 Select Role as Organization Editor 14 Select Active Dates Active dates is the time period for which the selected member will have access to GrantWorks System 15 Click on SAVE button 20 Only Authorized Officials have the access to initiate Opportunities Once an application has been initiated it can be entered and completed by organization staff members who have been assigned access to the applications as Organization Editor To initiate and apply for an Opportunity View Available Opportunities You have 8 My Opportunities available select the View Opportunities button below ta see whatis available to your organization VIEW OPPORTUNITIES 1 Click on VIEW OPPORTUNITIES butto
30. atures of GrantWorks Simplified application forms and elimination of repetitive data entry Real time access to information regarding your application status and payments reports and organizational data Automatic application error checking with email notification Instant email confirmation upon application submission to Authorized Officials Once the Authorized Officials account has been created and assigned a user name and password by NeighborWorks America staff each Authorized Official will be able to designate organization staff to work on applications according to multi tier security levels of your choice Security system only allows Authorized Official s to approve and submit applications Able to complete your submission over time no need to complete it in one sitting Able to access previously submitted applications Able to view awarded amount and date awarded Able to access Capital Fund Balance information Getting Started Guide Content By the time you finish reading this document you will understand How to access the GrantWorks site How to login and set security levels How to request an Authorized Official account with NeighborWorks America How to create a new user account for Organization Staff members How to apply for Resource Opportunity grant applications How to submit a grant online How to work with the GrantWorks user interfaces How to access previous submitted applications How to access Capit
31. aved at least once Note The Print Version also provides the PDF with entered saved data but only per application page This Create Full PDF includes ALL of the application pages CED 33 Add Edit People Capital Fund Lending FY11 1 Menu People The functionality on this page will allow you add delete or edit people on this document Use the keyword search function to locate a person you would like to add Select the check box next to the name in the search results Or you can uncheck the box next to the person s name under the Current People Assigned area to remove people After you perform your modifications remember to select the SAVE button to save your changes Document Information 2011 8899 0009 LEND f info Document Type Organization Current Status Date Due Capital Fund Lending FY11 1 Test Organization Authorized Official Application in Process 10 15 2010 11 59 00 PM Person Search Enteranameorparialname E Current People Assigned eee Organization Active Dates Assigned By Ms Julia Roberts Test Organization Authorized Official e Grant System 1 Click on the ADD EDIT PEOPLE link to view the current people assigned to this application Only Authorized Officials can add edit organization staff to the application Access rights to the application will be per the security role selected Also the number of days a staff would have access to this application is defined by setting the Active In
32. ce Request address a Corrective Action cited in a Program Review or other targeted review of your organization Do not check yes if the T request addresses an Area for Improvement Yes 4 Enter the projected dates for this technical assistance request Projected Start Date 7 2 2009 Projected End Date 7 8 2010 5 Provide any comments on the timeframe including any deadlines or special timing issues that your organization is facing 7 Click SHOW NOTES button to pop up the Add New Note window Click on ADD A NEW NOTE button to add the message and Click SAVE button to add notes to the current form Click on Edit link to edit the existing message Click on DELETE button to delete a note Click on CLOSE NOTES button to close the notes window User can allow or not allow read the notes for specific users by checking the check boxes against the names displayed when a note is added or edited Drag Here T Add New Note Message Author Date Action Test Message Sam Jones 7 22 2010 E dit 26 8 MARK AS COMPLETE UNMARK AS COMPLETE button will be disabled for all of the applications this function will not be used in GrantWorks 9 Click on CHECK GLOBAL ERRORS button to view the errors in the application Review the error list Click on the form link Example Deliverables and Outcomes to correct the errors on each form It could be that a required field isn t completed or you have entered a financial amount less than the requir
33. consists of the following options View Edit and Complete Forms Provides links for each Opportunity s Instructions and Application Forms that user can View amp Edit to apply for a grant There will be a view with all of the application pages for data entry and Requested Amount Form There will also be a Create Blank Print Version link for user to view and print any blank application Change the Status All opportunities that are initiated will have status as Application in Process Authorized Official will have the following Status options SUBMIT APPLICATION CANCEL APPLICATION SUBMIT MODIFICATIONS REQUIRED Once the application is submitted there are no other options for Authorized Official to change except if Modifications Required is needed Access Management Tools Provides 5 links for user to do the following CREATE BLANK PRINT VERSION View and print a blank application in PDF format CREATE FULL PRINT VERSION View and print an application with entered data in PDF format ADD EDIT PEOPLE Add organization staff to edit an application SIATUS HISTORY View when the application was initiated submitted or cancelled and by whom organization can also view to know the status of an applicationa after submission CHECK FOR ERRORS View the list of application errors if any Examine Related Items Provide user all of the related documents for this application including disbursement information or related system messages
34. dentification of an organization 3 field 0147 system generated version number 4 field CBO abbreviation representing the Opportunity name 15 User Accounts and Security Levels There are two security roles defined for GrantWorks users Authorized Officials and Organization Editor These roles have different security access to work on the applications The names of the Authorized Officials will be selected and registered by each organization s Executive Director Once the Authorized Officials are identified and submitted to NeighborWorks America their new user accounts will be created by NeighborWorks America Grant Administrator The Authorized Officials will select and enter their own organization s staff names to access GrantWorks The organization s staff entered by the Authorized Officials will be assigned as the Organization Editor security level role Each security role is summarized below There are 2 security levels for an organization Authorized Official full rights to edit save delete and submit an application Organization Editor full rights to edit save and delete data per each application only if control access is added by Authorized Official will not have rights to submit an application This table summarizes the different security levels and permissions permission Authorized Official Authorized Officials Authorized Officials will be able to Edit their user account information b
35. designated time period that results in very specific outcomes and deliverables provided to the network organization Work tends to be project based with a beginning and end lasting eizht hours or more and usually includes one or more on Technical assistance falls outside regular on going work performed by Relationship Wiese ad aer Nici Wark P p Mal Rave dicet cosbici walle meddle personnel ee E T inermi knowledge of the organization support access to NeighborWorks Americ services and solve problems that arise in service delivery he eR a LE a re January 1 2010 Neighbor Works organizations may submit technical assistance requests throughout the year Priority will be given to requests that address Corrective Action items For technical assistance that will start before January 2010 please contact the district office Use a Technical Assistance Request Form available in Grant Works to specify the types 24 Note Each application will have its own instructions available in PDF format The instructions give the background information and or instructions on how to apply for a particular Opportunity Forms Status Page Name Note Created By Last Modified By Application Forms 3 Deliverables and Outcomes 3 Click on each Form Name link Example Technical Assistance Request in the Forms section to complete filling in the application CHECK GLOBAL ERRORS lt SAVE DELETE PRINT VERSION SHOW NOTES
36. e dates on this document ag STATUS HISTORY Select the link above to view the status history of this document CHECK FOR ERRORS Select the link above to check the entire document for errors Click on CREATE BLANK or FULL PRINT VERSION link to generate a blank PDF of an application page or a full PDF which includes all of the entered and saved data To successfully generate a Full PDF the application must be saved at least once ef output 1 pdf Adobe Reader File Edt View Document Took Window Heb m 11 13 16 71 i et tj elect the specialty area for Do you want to open or save this file e Mame output pdr As Type Adobe Acrobat Document 35 3KB From grantworksz gdew nw org rf technical assista r gt While files from the Internet can be useful some files can potentially g harm your computer IF you da nat trust the source do not open ar i save this file What s the risk Note The Print Version also provides the PDF with entered saved data but only per application page This Create Full PDF includes ALL of the application pages r m pe pe TUmTIUTLTEULERT T em r P The Full Blank PDF will also be available on each Resource Opportunity Forms view he Full PDF is now generated as soon as you click on it you will not need to wait for the next day as in version 1 0 47 Appendix D Find Submitted Approved Applications To search for your organization s previousl
37. e required minimum 3 Click on SAVE button in the form to save the corrections 35 Change the Status Change the Status Select the View Status Options button below to perform actions such as submitting applications or request modifications This is where Authorized Officials will Submit an application Authorized Official can also Cancel an application and Submit Modifications Required as needed See Appendix A Application Status table for detail information on each status Note The Change the Status option follows certain GrantWorks system s business rules If Authorized Official does not see a status option to change to this means the option is no longer available An example Ifa Resource Opportunity due date has past Authorized Official will not see the Submit Application button Organization Staff Editors that are not Authorized Official will not have any status options Technical Assistance FY11 Menu Status Options Select a button below to execute the appropriate status push Document Information 2011 10060 74 T Info Document Type Organization Current Status Date Due Technical Assistance FY11 Maeighbanvarks flontqormer Housing Authorized Official Application In Process 8 31 2011 11 59 00 PM Possible Statuses APPLICATION SUBMITTED APPLICATION CANCELLED 1 Click VIEW STATUS OPTIONS button to view the available status options 2 To submit application click SUBMIT APPLICATION button On
38. e the Google Toolbar with the Google SpellCheck icon proceed to the Use Google SpellCheck in GrantWorks instructions below If you cannot locate Google Toolbar or if the toolbar is present but the Y chk feature is missing proceed to Download the Google Toolbar instructions below Download the Google Toolbar Visit the Google web site http tooloar google com 2 Check that your computer meets the system requirements for operating the Google Toolbar 3 Make sure you download the right version of the Toolbar for your operating system Download version 4 0 if you use Windows 2000 or XP 4 Click the Install Google Toolbar button http jtoolbar google com T4 index pack html Google Selecta language Y He Toolb Take the power of Google with you anywhere on the Web 3 Back Google Gl 600 II E v ovy Bookmarks E 12blocked P check YE AutoFill d Send tow New Google Toolbar Fast installation with Google Updater Add buttons to the Toolbar to search your favorite sites View button gallery Install Google Toolbar w Bookmark frequently visited pages and access them from anywhere Enterprise Edition now available C Search smarter with instant suggestions as you type in the search box System requirements Windows Vista XP Share web pages with friends Internet Explorer 6 0 via blog email or SMS Windows 98 ME users Download previous version Firefox version also available More
39. ecording Introduction on GrantWorks v2 0 for Grantee This is a recorded webex introduction training on how to use GrantWorks v2 0 This training includes demonstration on how to apply and submit a grant application You will need computer speakers make sure the speakers are un muted Available Resource Opportunities This is a list of NeighborWorks America s available grant applications Please read the eligible requirements not all applications are available to all organizations Registration Form for Authorized Official Reminder please submit a new Registration Form if your organization s Authorized Officials have been changed 10 Event Calendar Day Details pem Provided Date By Type FY 11 Round 1 Res Opps 07 01 2010 development and testing 08 15 2010 CLOSE DAY DETAILS Select a calendar day below to view its detara Working Together for Strong Name Date s Prev Month August 2010 Next Month gt Sun Wed Sat 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 40 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 NeighborWorks America will post important event information and application due date reminders for all grantees Click on the calendar date a pop up window will display the event detail information 11 LN Aa NeighborWorks GrantWorks Working Together for Strong Communities AMERICA Home My Reports My Training Materials My Organization s My
40. ed minimum Click command button SAVE to save the corrections Global Errors The following errors have been indentified Please select each link below to navigate to the appropriate page to correct the errors Document Information 2011 1000 63 TA Info Document Type Organization Current Status Date Due Technical Assistance FY11 NeighborWorks Montgomery Housing Authorized Official Application In Process 10 15 2010 11 59 00 PM Youm omplete this page Deliverables and Outcomes Please enter all required fields The project start date should be earlier than the project end date The Projected Start Date should be within the Fiscal Year Technical Assistance Request 10 Related Pages On the bottom of each form you will see a Related Pages section which helps user to navigate to the other forms of the current application Related Pages Status Page Name Note Created By Last Modified By Sam Jones OQ Technical Assistance Request E 7 2212040 3 41 53 PM 11 Once you are completed with the application click on Document Information link Example Document Information 2011 1000 63 T A to go back to the application main menu page Q Back 72011 1000 63 T ee Document Informatiot Details Info Document Type Organization Current Status Date Due Tedd hoe i NeighborWorks Montgomery ecl Application In 10 15 2010 11 58 00 Housing Official Process PM 12 Click on the Details link at the top o
41. esubmitted one time if sent back by NeighborWorks America You have completed the required modifications for the application and clicked Submit The modifications have been received but are not yet being processed by NeighborWorks America staff At this point the application cannot be edited by anyone within your organization Each organization will only be allowed to submit one modification per Opportunity Your application has been approved The application will now change to a Grant and will move forward in the Grant process This status will not be on your My Tasks List to do Your organization Authorized Official can Cancel any Application in Process NeighborWorks America will never receive any cancelled applications However an application can be cancelled by NeighborWorks America and will have a status of Application Cancelled with reason s for cancellation This status will not be on your My Tasks List to do 44 oellICheck Verify Google Toolbar for Google SpellCheck Your Internet Explorer or other browsers may already have Google Toolbar with Google SpellCheck installed To verify this check your internet browser toolbar it may be under the navigational Forward and Back buttons near the top of the browser Google G search A E 1 V Bookmarks Eagerians Check 7 Autolink En Subscribe En Check The Google SpellCheck icon should be on the toolbar If you already hav
42. f each page to view the Document Type Organization Role Current otatus of the application Due Date of the application This is for your information purpose only Q Back Document Information 2011 1000 63 TA Info Document Type Organization Current Status Date Due Technical Assistance FYT Mei hborWorks Montqome Authorized Applicatian In k 0 15 2010 11 59 00 Housing Official Process PM Created By Jones Sam on 7 23 2010 12 30 10 PM Youarehere gt Technical Assistance FY11 Menu Forms Menu gt Application Forms 27 Request Amount Form Each Resource Opportunity will have different Request Amount Forms Some Resource Opportunities may not have a requested amount form such as Technical Assistance Application some will allow user to enter the Requested Amount some will display the Requested Amount already entered from other forms or by calculated formulas Organizational Underwriting FY 11 1 Menu Forms Please complete all required forms below Document Information 2011 1000 0009 OU Info Document Type Organization Current Status Date Due Organizational Underwriting FY11 NeighborWorks Montgomery Authorized Application in 10 15 2010 11 59 00 1 Housing Official Process PM Forms Blank PDF Application Forms 1 Click on Requested Amount link to either enter or view the requested amount for the Grant before you submit the application The Requested Amount is usually the last page of the application This l
43. full access to all organizations applications All Authorized Officials within your organization will receive an email notification granting access to this application All Organization Staff will automatically have read only rights to all applications unless added as Organization Editors 22 Application Main Menu Application Main Menu is the core page of a Resource Opportunity This is the page where users can access all information for one specific application Technical Assistance FY11 Menu Please select from an option below For detailed instruction about each option select the SHOW HELP button Info Document Type Organization Current Status Date Due Technical Assistance FY11 NeighborWorks Montgomery Housing Authorized Official Application In Process 10 15 2010 11 59 00 PM View Edit and Complete Forms Select the View Forms button below to view edit and complete forms Change the Status Select the View Status Options button below to perform actions such as submitting applications or request modifications Access Management Tools Select the View Management Tools button below to perform actions such as adding people to this document or viewing the document history Examine Related Items Select the View Related Items button below to view see related items such as claims messages etc Once an application is initiated by an organization s Authorized Official the Application Main Menu page
44. ghborWorks Montgomery Housing i PCode Address ciy State Mamana zipcode 20850 Prone m Website Type 3 Click on Organization Members to view the organization s current staff list 18 Organization Members Administrators with the authority to add members to your organization can follow these steps To add a member to your organization select the Add Members link below If a member has already added his her information in the system you can search for the member If you need to add a members information into the system select New Member For more detailed instructions selectthe Show Help button above Current Members Add Members O Person Active Dates Assigned By Roberts Julia Authorized Official Administrator GrantWorks Organization Editor v 8 20 2010 REESE 4 To adda staff to access GrantWorks and grant application click on the Add Members link 5 Click on the NEW MEMBER button to continue with adding a new staff 6 lf you want to search if a staff may already exist type the name of the staff member and click on SEARCH button the system will do a search for staff in your organization Organization Members Administrators with the authority to add members to your organization can follow these steps To add a member to your organization select the Add Members link below If a member has already added his her information in the system you can search for the member If
45. ign Organization Staff as Editors 51
46. ill have the contact information by district Each available Resource Opportunity will also have its own contact information Contact Information for the National Foreclosure Mitigation Counseling NFMC Program Intermediary State Housing Finance Agency and NeighborWorks Organizations You can email nfmc nw org or call Constance Troutman at 202 220 6314 or Rebecca Marksamer at 202 220 2484 for the following Any questions regarding a Foreclosure Mitigation Counseling Program Funding Opportunity application form For Intermediaries and State Housing Finance Agencies if you are the Authorized Official and have not received an email notification for your GrantWorks user name and password Note Neighborworks Organizations should use their existing Authorized Official login Other Resource Opportunities Contact Information for NeighborWorks Organizations For any questions regarding a Resource Opportunity application form please follow the information on the next section for Resource Opportunity Contact Information District Office Contact Information Great Lakes District Karen Whedon kwhedon nw org 513 221 4260 x207 Angela Rohs arohs nw org 513 569 5889 x210 Mid Atlantic District Kimyetta Meekins kmeekins nw org 410 962 3181 Sasha M Johnson smjohnson nw org 410 962 4737 North Central District Diana Mitchell dmitchell nw org 816 714 1211 Carolyn Young cyoung nw org 816 714 1210 New England District Rose Brow
47. ink will take you to the Requested Amount page REQUESTED AMOUNT Instructions Enter the Requested Amount for this Resource Opportunity application Refer to the Instructions for more detail This is the end of the application please return to the application main menu and check for any application errors If you are the Authorized Official you may submit this application under Change the Status function 2 Enter the Requested Amount click SAVE Some Resource Opportunities carry over the Requested Amount and or per calculated formula in which case you will only see it as a read only REQUESTED AMOUNT Requested Amount 60 000 00 For Real Estate Development Resource Opportunity the Requested Amount is per Real Estate projects The requested amount and priority were entered while filling the form and upon save the amount is displayed in the Requested Amount page 12 a Requested amount for this project b Priority for this project 28 REQUESTED AMOUNT Real Estate Pre Development 550 000 00 Real Estate Development 50 Real Estate Post Development 200 000 00 Total Requested Amount 750 000 00 Note If the requested amount for any of the project is changed need to click on SAVE button in the Requested Amount form to reflect the changes to Total Requested Amount Multiple Projects within a Resource Opportunity Some Resource Opportunity applications Example Capital Funding Real Estate Development will give you
48. ion this is for more information sharing purposes It is not part of the application questions or approval consideration WARK AS CON Mark as Complete L L This button will be disabled for all of the applications this function will not be used in GrantWorks Please ignore Check Global Errors To view errors on all pages within a Resource Opportunity application Formulas For applications where there are built in formulas after entering data click on SAVE button and the formulas will calculate Number of Unduplicated Customers Receiving Foreclosure Counseling Estimated number of TOTAL GOAL in areas of greatest need should not exceed your estimated Total Goal above Click on the Save button to see the Totals ro Level One Counseling Level Two Counseling Level Three Counseling 5 Estimated number of TOTAL GOAL New and Initial counseling sessions 32 Access Management Tools Access Management Tools Select the View Management Tools button below to perform actions such as adding people to this document or viewing the document history Access Management Tools provides 4 links for user to do the following CREATE FULL PRINT VERSION View and print an application with entered data in PDF format CREATE FULL BLANK PRINT VERSION View and print a blank application in PDF format ADD EDIT PEOPLE Add organization staff to ed
49. it an application STATUS HISTORY View when the application was initiated submitted or cancelled and by whom organization can also view to know the status of an applicationa after submission CHECK FOR ERRORS View the list of application errors if any Management Tools amp CREATE FULL PRINT VERSION Selectthe link above to create a printable version of the document i ADD EDIT PEOPLE Select the link above to perform actions such as adding people changing a security role or altering people s active dates on this document AA STATUS HISTORY Select the link above to view the status history of this document CHECK FOR ERRORS Select the link above to check the entire document for errors Create Blank or Full Print Version t output 1 pdf Adobe Reader File Edt View Document Took Window Heb m 1643 71 x elect the specialty area for Do pou want to open or save this file ape Mame output pdf Lie Type Adobe Acrobat Document 35 3kB From grantworksz gdew nw org ue see tara re While files from the Internet can be useful some files can potentially g harm your computer IF you da nat trust the source do not open ar T save this file what s the risk Click on CREATE BLANK or FULL PRINT VERSION link to generate a blank PDF of an application page or a full PDF which includes all of the entered and saved data To successfully generate a Full PDF the application must be s
50. l be removed from the user s My Tasks list as well as other assigned organization editors 36 Authorized GrantWorks users may review the status of this application any time by login to GrantWorks at https GrantWorks nw org 6 In the Agreement page click on I DO NOT AGREE button if you do not want to submit the application This will not change the status of the application and will remain Application in Process 37 Examine Related Items Examine Related Items Select the View Related Items button below to view see related items such as claims messages etc VIEW RELATED ITEMS The Examine Related Items will list additional information on the Resource Opportunity such as disbursement recapture or de obligation information It also includes related system messages sent on the application 1 Onthe Application Main Menu click on VIEW RELATED ITEMS button to see the list the Related Documents and Related Messages pertaining to the selected application Organizational Underwriting FY11 1 Menu Related Items The various sections below can link to items that are associated with this document Document Information 2011 1000 0009 OU Info Document Type Organization Current Status Date Due Organizational Underwriting FY11 NeighborWorks Montgomery Authorized Application in 10 15 2010 11 59 00 1 Housing Official Process PM Related Documents Sort search results by E Document Type Name Current Status Created By L
51. ly Authorized Officials can Submit or Cancel application you will not be able to submit if an application has errors Check list of errors 3 If you decide to cancel the application click on CANCEL APPLICATION button This will change the status of the application to Application Cancelled from Application in Process 4 Submit Application Agreement will be displayed Agreement Please make a selection below to continue By submitting this Technical Assistance FY11 application you are agreeing to the following statements Sam Jones hereby acknowledge that the information submitted is accurate to the best of my knowledge The Executive Director and Board President of my organization have authorized the submission of this Application By clicking on the AGREE button below you acknowledge that you have read and understand the requisites of this Application Once submitted to NeighborvVorks America you will not be able to edit the grant application Click DO NOT AGREE to not submit and return to the Main Menu 5 In the Agreement page click on I AGREE button if you agree to submit the application The following will happen upon agreed to submission Current status of the application will change from Application in Process to Application Submitted Anemail will be sent to the Authorized Official who submitted to confirm application submission Amessage will display on the user s GrantWorks Home My Inbox The task wil
52. m Home Page Features My Training Materials My Reports My Training Materials My Organization s MyProfile Logout My Training Materials L Click on the link s ta open view or print the training materials Print and Manual Materials GrantWorks Getting Started Guide MFMC Getting Started G Click on the top menu bar My Training Materials link to view download and print useful documents System will open a new window and prompt user to Open Save or Cancel NeighborWorks America will maintain and update this page to provide users up to date documents 13 View Available Opportunities Click on VIEW OPPORTUNITIES button to view which opportunities are available for your organization click on APPLY NOW button to initiate an application For more detail see section Initiating and Entering Data for an Opportunity My Opportunities To apply for an item listed below select the Apply Now button below each description Capital Fund Conversion Request Option B FY11 for NeighborWorks Montgomery Housing Offered By e NeighborWorks America Capital Fund Conversion Request Option B FY11 Period 09 01 2010 07 31 2011 Description Availability 9 1 2010 9 00 00 AM to 7 31 2011 11 59 59 PM Due Date 7 31 2011 11 59 59 PM Eastern Daylight Time Description NeighborWorks America allows organizations rated Exemplary or Strong to reclassify a portion of their permanently restricted NeighborWorks capital Organizations
53. n rbrown nw org 617 585 5024 Fran Cinicola fcinicola nw org 617 585 5027 Northeast District Kathy Gerardi kgerardi nw org 212 269 6553 x33 Leonora Davis ledavis nw org 212 269 6553 x29 Pacific District Laurie Delman ldelman nw org 714 940 0144 x26 Yvonne Aguilar yaquilar nw org 714 940 0144 x22 Rocky Mountain District Mary Williams mwilliams nw org 303 782 5251 Josie Martinez Littig jlittig onw org 303 782 4805 Southern District Sharon Kent skent nw org 404 526 1270 Chaundra Whimbush cwhimbush nw org 404 526 1280 Useful Tips vi vi Use the SAVE button on each page every time you add or edit information Save early and often GrantWorks does not automatically save the data you enter If you move between pages without clicking the Save button your changes will be lost IMPORTANT The BACK and FORWARD button from your web browser SHOULD NOT be used at any time during your data entry on any of the Resource Opportunity grant applications You may only use them to navigate when you are not within the data entry forms During data entry forms you must use the Q Back buttons from the GrantWorks application forms We recommend that you create a shared directory folder in your local network to keep all GrantWorks related documentation and attachments for easy access and sharing within your organization GrantWorks sessions will time out after 30 minutes of inactivity Use Generate Full PDF to create a PDF forma
54. n on the Home Page Pe Z N NeighborWorks GrantWorks AMERICA Working Together for Strong Communities My Reports My Training Materials My Organization s MyProfile Logout Q Back My Opportunities To apply for an item listed below select the Apply Now button below each description Capital Fund Conversion Request Option A FY11 1 for Neighborhood Housing Services Silicon Valley Offered By NeighborwWorks America Capital Fund Conversion Request Option A FY11 1 Period not set Description gt Capital Funding Line of Business Pilot FY10 1 for Neighborhood Housing Services Silicon Valley Offered By NeighborwWorks America Capital Funding Line of Business Pilot FY10 1 Period not set Description APPLY NOW Capital Funding Real Estate Development FY10 1 for Neighborhood Housing Services Silicon Valley Offered By Neighborvvorks America Capital Funding Real Estate Development FY10 1 Period not set 2 Click on APPLY NOW button to initiate each Opportunity Agreement Please make a selection below to continue Are you sure you wantto create a new application AGREE DO NOT AGREE You will be prompted to confirm creating a new application Click on I AGREE button This will take you to the Application Main Menu page All of your organization s Authorized Official will receive an email granting access to this application 4 Click on I DO NOT AGREE button if you do not want to apply initi
55. nformation 48 Technical Assistance FY11 Menu Please select from an option below For detailed instruction about each option select the SHOW HELP button Document Information 2011 1000 63 TA info Document Type Organization Role Current Status Technical Assistance FY11 NeighborWorks Montgomery Housing Authorized Official Application In Process 9 View Edit and Complete Forms Selectthe View Forms button below to view edit and complete forms VIEW FORMS Change the Status Select the View Status Options button below to perform actions such as submitting applications or request modifications VIEW STATUS OPTIONS Access Management Tools Select the View Management Tools button below to perform actions such as adding people to this document or viewing the document history VIEW MANAGEMENT TOOLS Examine Related Items Select the View Related Items button below to view see related items such as claims messages etc VIEW RELATED ITEMS 7 Click on the VIEW FORMS button to view the application 49 Appendix E Add Organization Editor to Access Resource Opportunities Management Tools CREATE FULL PRINT VERSION Select the link above to create a printable version of the document d ADD EDIT PEOPLE Selectthe link above to perform actions such as adding people changing a security role or altering people s active dates on this document AA STATUS HISTORY Select the link above to view the status history
56. ntact Information Prefix First Middle Last Suffix Name 1 Title 18900 Rockville Pike Address ow sate zipcode 20850 Phone wen vest Organization Information Organization Role Active Dates Assigned By NeighborWorks Montgomery Housing Authorized Official 07 01 2010 open ended Administrator GrantWorks 2 To change the temporary password Enter new password in the Password text box and re enter the new password in the Confirm Password text box 3 Click SAVE button Change My Home Page Picture Preview Image To change your profile photo on the home page please do the following e Select the Browse button below e Then navigate to the picture you would like to upload then select the OK button e The file name of your picture will appear in the text box only jpg and gif To remove your current image check the box below next to Delete images allowed Image then select the save button atthe top of the page Follow the e Return to the top of the page and select the Save button instructions on the right to upload another image e Your picture should now appear on the home page and in the Preview C Delete Image area File Name UU ime Welcome Sam Authorized Official Change My Picture 4 To add or edit your picture file Scroll down to the Change My Home Page Picture section 5 Click Browse and locate your picture file select the picture file 6 Click SAVE button This
57. ntil no errors have been found is displayed Page Error s Please enter all required fields The project start date should be earlier than the project end date The Projected Start Date should be within the Fiscal Year 5 Click on DELETE button to delete the current form with data and a new empty form will be displayed to input data You cannot undo the delete and will lose all of your entered data 25 6 Once completed filling in the form and after saving the form click on PRINT VERSION button to view the PDF file of current form Upon click of PRINT VERSION button click on SAVE button in the file download window to save the file to a directory of your desire Click on OPEN button in file download window if you just need to view the PDF Do you want to open or save this file px Name autput pdf A Type Adobe Acrobat Document 35 3KB From grantworks 009dey nw org While files fram the Internet can be useful some files can potentially harm your computer IF vau da nat trust the source do nat open ar save this file What s the risk Technical Assistance FYll NeighborWorks Montgomery Housing 2011 1000 63 TA l Provide a brief description of the issue being addressed and the service requested Provide a brief description of the issue being addressed and the service requested 2 Select the specialty area for your request Resource Management If Other please specify 3 Does this Technical Assistan
58. ode 20850 Website www nmh arg Type Organization Members List of the organization staff members with access to GrantWorks application Only organization s Authorized Official can add new staff members Organization Members Administrators with the authority to add members to your organization can follow these steps To add a member to your organization select the Add Members link below If a member has already added his her information in the system you can search for the member If you need to add a members information inta the system select New Member For more detailed instructions select the Show Help button above Current Members Add Members Person Active Dates Assigned By Jones Sam Authorized Official 7 1 2010 f 1 Administrator GrantWorks Persel Steven Executive Director FI20 2010 7 20 2010 Hull Adrianne MeighborWorks Contact 7 20 2010 41 Organization Documents List of organization s documents including applications initiated submitted or approved It also includes the list of grant disbursements information Organization Documents Export Results to Screen F sort documents by Seea S Current Status Year Document Type Application in 2010 NFMC Program for Intermediary and State Housing Finance Agency Round 5 A2010 8217 16 FINTHFARS Pa Application 2007 Organizational Underwriting FY07 1 Approved A2007 8217 0726 00 OU Application 2009
59. ome tab and hyperlinks on the top menu bar to help user navigate through the GrantWorks application My Home Show Help This is an online help for user to access throughout GrantWorks application this online help will not include any instructions on any specific Resource Opportunity Welcome User Displays welcome greeting and user name user can upload a picture by clicking on Change My Picture link browse to select the picture file Welcome to NeighborWorks America s GrantWorks Brief instructions on GrantWorks Home Page View Available Opportunities List of available Resource Opportunities for your organization to apply click View Opportunities button to view detail information on a Resource Opportunities My Inbox This is the system messages sent by NeighborWorks America click on Open My Inbox button to view the message e MyTasks This is the list of application to do list for the user When Authorized Official initiates an application it will be listed in the My Tasks list to be completed Once the Authorized Official assigns an application for an organization staff it will display on this list for the staff 12 Top Menu Bar Links My Reports This is where user can search for previously submitted and approved applications click on View All Organization Applications It also includes a list of available reports for an organization Capital Fund Balance or NeighborWorks Grant Overview reports My Training
60. pulate any af the memo text fields remove all special formatting such as tabs bullets underlining ar bolding to ensure text is displayed as intended when the document is viewed as a printable version 1 Provide a brief description af the issue being addressed and the service requested Note If you cut and paste text from a Word docuent to populate any ofthe memo text fields remove all special formatting such as tabs bullets underlining ar bolding to ensure text is displayed as intended when the documentis viewed as a printable version Note If you cut 99 of 1000 6 Correct highlighted words by clicking on them and selecting from the displayed word options 7 Choose Edit to correct the word yourself if the right option is not listed 8 Select Ignore or Add to Dictionary to leave the word as is check the Tips amp Warnings section of this article for advice on which option to choose 9 Allow the spell checker to correct your spelling automatically by clicking the arrow to the right of the s ekz button and selecting the AutoFix option With AutoFix enabled the spell checker will correct all your text with one click 46 Appendix C Application PDF Management Tools m CREATE FULL PRINT VERSION Select the link above to create a printable version ofthe document iy ADD EDIT PEOPLE Select the link above ta perform actions such as adding people changing a security role or altering people s activ
61. rking Together for Strong Communities Advanced Search Below you will find information on the GrantWorks application Select a calendar day below to view its details EE Ri lt Prev Month August 2010 Next Month gt Sun Site Information T 1 2 3 4 5 6 7 Inf ti 1 Important GrantWorks v2 0 Announcement GrantWorks was upgraded to new version 2 0 9 1 2010 15 A with brand new user interface 22 23 24 25 26 27 28 EET i 3 GrantWorks v2 0 Getting Started Guide NEED FILE Auser manual on how to use GrantWorks v2 0 and step by step instructions on how to apply and submit a grant application A Mahav Darardine Intradiiefian an ArantiNarke 7 The GrantWorks Info page will allow all users without login or access to GrantWorks applications to view and download certain information to GrantWorks applications Site Information NeighborWorks America will provide the following links click on each link to open and download Important GrantWorks v2 0 Announcement GrantWorks was upgraded to new version 2 0 9 1 2010 with brand new user interface Technical Support and Contact Information Technical support contact information and contact information by district location for specific grant application questions GrantWorks v2 0 Getting Started Guide This is a user manual on how to use GrantWorks v2 0 and step by step instructions on how to apply and submit a grant application Webex R
62. s each organization to select certain criteria and to see the total grant amount by organization within a district The report is in PDF format View All Organization Applications This will allow the user to search for any Resource Opportunities initiated submitted or approved within the organization 39 search Applications For more detailed instructions select the Show Help button Fiscal Year 2011 Resource Opportunity Technical Assistance F11 Status Application In Process Recommended Amount Date Created From Date Created To NEED Date Submitted From Date Submitted To Export Results to Screen Results Per Page 20 Sort By SELECT 48c Results Application Organization Requested Amount Recommended Amount 2011 1000 63 TA NeighborVorks Montgomery Housing Application In Process 0 00 0 00 1 Click on the View All Organization Applications report link the Search Applications will display 2 The Search Applications will display user can filter the search by Fiscal Year Resource Opportunity Status Recommended Amount Date Created From Date Created To Date Submitted From and Date Submitted To 3 Select or enter your available search criteria 4 Click on the EXECUTE button to view the search results 5 Click on each of the Application column link to view the Resource Opportunity detail information Export Results To User can export any of the report or
63. sword for existing user click on Forgot Password link to request your password If you forget your user name you will have to contact Technical Support Registration Form for Authorized Officials is a link to download the registration form to submit for Authorized Officials Existing User Login Login E Forgot Password 1 Onthe Login box enter your user name not case sensitive 2 Enter your password not case sensitive 3 Click on LOGIN button Note 3 failed login attempts will lock the user s account and the user will not be allowed access to GrantWorks oystem will allow user to login after 15 minutes Forgot Password Forgot Your Password Please enter the following information to reset your password You will be emailed a new password if a matching email address is found l Please enter your login Please enter your email address L On the Login box click the Forgot Password link 2 Enter your loginID 3 Enter your email address the system will use this email to send the new password The email address entered on this page must match the email address listed in your user profile 4 Click on the RESET MY PASSWORD AND EMAIL ME THE NEW ONE button The new password will be generated and sent to your email address Note You will be prompted with a message if your loginID and or your email address does not exist in GrantWorks GrantWorks Info Tab ZN ZN NeighborWorks GrantWorks Wo
64. t of all the application forms with data entered for one Resource Opportunity This PDF file can be saved onto your own directory printed or emailed to others not using GrantWorks The Full PDF is now generated as soon as you Click on it Use Generate Blank PDF to create a PDF format of all the forms without data for one Resource Opportunity The size of each attachment on this page cannot exceed 10MB The following files types will be allowed bmp doc gif jog pdf png ppt tif txt wpd xls docx xlsx vsd xml rtf html htm pptx mht mhtml csv If you cut and paste text from a Word document to populate any of the memo text fields remove all special formatting such as tabs bullets underlining or bolding to ensure text is displayed as intended when the document is viewed as a PDF Cut and paste text only from other documents into GrantWorks Symbols and white space are counted toward your character limit for each field Once an application is submitted and if NeighborWorks America requires additional information it will be sent back to the organization as an application with Modifications Required Each organization will only be allowed one submission for Modifications Required The organization will have up to 2 weeks to submit the Resource Opportunity application with Modifications Required regardless of the due date for submitting an application Once the Resource Opportunity application is submitted to NeighborWorks America
65. tach files to the grant applications where permission is granted Modify grant applications with status of Modifications Required where permission is granted Check on the status of grant applications where permission is granted Search all applications where permission is granted For new Organization Staff Editor User once an Authorized Official can successfully login and Apply for Available Opportunities they can add Organization Staff members and assign control access to certain grant applications To add organization staff to GrantWorks by Authorized Official SN ZNa NeighborWorks GrantWorks Working Together for Strong Communities AMERICA My Reports My Training Materials My Organization s MyProfile Logout SHOW HELP 1 From the Home page click on the My Organization s link menu bar at the top My Organization s Select an Organization to view the information for that Organization Organization Information organization Active Dates Assigned By NeighborWorks Montgomery Housinh Authorized Official 07 01 2010 open ended Administrator GrantWorks 2 Click on Organization Name takes you to the Organization Information page Organization eTequired fields below RequiretNle Organization Informdtion Organization Members Orad Please complete all t Ids are marked with an nization Documents Organization Details Organization Information Name _ Nei
66. that your security permission as the Authorized Official has been granted along with your new user name and temporary password After a successful login the Authorized Official will have full access to GrantWork s available Resource Opportunities to apply or submit any applications Authorized Officials can add as many organization staff organization editors on GrantWorks Organization staff will not have permission to initiate or submit grant applications User name and password are NOT case sensitive If your organization s Authorized Officials have changed submit a new Registration Form Registration Forms can be downloaded from the GrantWorks Login page All user names and passwords are as is to access new GrantWorks v2 0 Background Welcome to the GrantWorks Getting Started Guide for version 2 0 This guide will help you to start using the GrantWorks system GrantWorks NeighborWorks America s online grant application submission and management system was rolled out June 16 2006 The system was upgraded to a new version 2 0 and rolled out September 1 2010 This online grant application will provide NeighborWorks organizations with a secure easier and more efficient method to prepare and submit grant applications and access online information through a web browser Each NeighborWorks organization will be able to apply for funding and technical assistance using GrantWorks as well as track their application funding status Key fe
67. ut not their security access Add New Users to GrantWorks and assign each staff to the Organization Editor security role Edit and delete user account information for Organization Editor Initiate available Resource Opportunities and apply for grant applications Add organization staff as Organization Editor to each grant application to allow application access and edit Enter update and delete information on grant applications Download and attach files to the grant applications Cancel an application in deleting an entire grant application before submission Submit grant applications such as funding and technical assistance requests online to NeighborWorks America with an agreement to terms and conditions Modify grant applications with status of Modifications Required Check on the status of each grant application Search all applications 16 For new Authorized Official user ZN Ni NeighborWorks AMERICA REGISTRATION OF AUTHORIZED OFFICIALS FORM Please type or print the information Name of organization City State Authorized Officials Dl Name and Title Phone number Email address 2 Name and Title Phone number Email address 3 Name and Title Phone number Email address Authorization Signatures please provide at least one signature Executive Director Board President Other Please print names Date Please return the form to Maria Godbey Grants Manager NeighborWorks America 1325
68. xt fields remove all special formatting such as tabs bullets underlining or bolding to ensure text is displayed as intended when the document is viewed as a PDF Cut and paste text only from other documents into GrantWorks Symbols and white space are counted toward your character limit for each field You can also use Google Toolbar for Spell Checks Radio Buttons Double click on the radio button to deselect your choice Session Timeout GrantWorks sessions will timeout after 30 minutes of inactivity it will not remind or prompt user with timeout 31 Data Entry Command Buttons Save Use the SAVE button on each page every time you add or edit information Save early and often GrantWorks does not automatically save the data you enter System will prompt you to save or data will be lost if you navigate within the forms using GrantWorks command buttons Delete The Delete button on the application data entry page is for user to delete all of the data within a form to start fresh again System will prompt to confirm deletion This is NOT to delete the entire Resource Opportunity application only a form within a Resource Opportunity UMEN PRINT VERSION Print Version To view or print data on this page in PDF format system will open a new window You must click on SAVE in order to see your data on PDF SHOW NOTES Show Notes Each user can add own comments notes to each page within a Resource Opportunity applicat
69. y submitted applications and or approved grants My Reports My Training Materials My Organization s MyProfile Logout jipen SHOW HELP Q Back My Reports Select a report below to execute it Organization Reports Capital Fund Balance Quick Links view All Organization Applications 1 Goto My Home click on top menu bar My Reports 2 Click on the View All Organization Applications link the Search Applications will display Search Applications For more detailed instructions select the Show Help button Fiscal Year 2011 Resource Opportunity Technical Assistance FY11 Status Application In Process Recommended Amount Date Created From Date Created To Date Submitted From DateSubmittedTo Export Results to Screen Results Per Page 20 7 Sort By SELECT 4sc Results Application Organization Status Requested Amount Recommended Amount 2011 1000 63 TA NeighborVorks Montgomery Housing Application In Process 0 00 0 00 1 3 The Search Applications will display user can filter the search by Fiscal Year Resource Opportunity Status Recommended Amount Date Created From Date Created To Date Submitted From and Date Submitted To 4 Select or enter your available search criteria 5 Click on the EXECUTE button to view the search results 6 Click on each of the Application column link to view the Resource Opportunity detail i

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