Instructions How to Apply for Grants

Welcome to our Online Grant Application Process, we hope that you find this system easy to use. As a first time user of Southern Indiana Community Foundation’s grant management system we have created a step by step guide to assist you with getting started.

Community Grant Program Application

Before you begin, please read ALL the instructions listed below. Follow these steps for successful submission of your online application:

Step 1 Create an Account & Log In:

Simply click on the Create New Account Button to create an account for yourself. You will be asked to provide a username and password. The user name must be an email address. You may save and return to your application at any time by using your login information. After you have created your account, you will simply login at the Sign In each time you return to the system.

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After clicking on the Create New Account the following screen will open:

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Enter your information in the appropriate fields.

Once you have created your account you will be asked to login with your user id and password.

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Click on the OK in the Acknowledgement Message Box. The system will direct you back to the Sign In screen where you may now Sign In using your email address and password you just created. Enter your information in the appropriate fields.

*Note: Do not change the radio button. It is properly set at: Non-CFSI.

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After entering your Email and Password click on the Login Button.

If you have forgotten your password, click on the Forgot Password link. The system will ask you for your email address that you used to setup your account. Enter your email address to have a reset password email sent to you. Follow the instructions in the email. After you have reset your password a second email will be sent to you to confirm the change. You will not be able to use that new password until you confirm the change. The following screen will appear each time that you sign in.

First Time User: Simply click on the View All Grants Button:

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Step 2 Read about the Community Grant Program Application:

The following screen will open when you click on the View All Grants button. Please take the time to read all the information being provided. Click on the View More to open the screen and read all the details:

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Step 3 Accessing the Community Grant Program:

After reading the details about our Grant Application. Click on the word: Apply

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A System Message Box will appear asking you to confirm that you wish to Apply. Hit the Apply button to continue.

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The next screen is the Pre-Qualification Screen. To continue answer the questions and hit the Submit Button.

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The next screen to open is the Application Dashboard. Take a few minutes to read the directions before filling out the sections.

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Step 4 Begin Filling Out the Grant Application:

Complete all the questions in each section of the Application. The system uses conditional logic. New questions could appear or disappear based on how you answered a previous question. Required questions are marked with a red * and all required questions must be answered. Each section will read 100% when all the required questions in that section have been completed.

Tip: When completing essay type questions, we suggest writing those in Microsoft Word or Notepad. Simply copy and paste you response into the appropriate question and hit save so that it saves your response. You may type directly in, but if the system times out before you finish you could lose your work.

Step 5 Upload Supporting Materials under Attachment Section:

Please note: All PDF documents orientation must be PORTRAIT and sized to 8-1/2″ x 11″. Do not upload any documents in landscape orientation.

If you have an MS Word or MS Excel version of a document. Follow these steps to convert the completed document to Portable Document Format (PDF)? There are various ways to convert a document to PDF. These can change depending upon the software on your system. Two suggestions are:

With Adobe Acrobat software, convert the document to PDF directly from your system:

 Open the document.

 Select File, Print from the menu (a Print dialog box will appear).

 Click on the drop-down list arrow for the printer Name field (to view your list of available printers).

 Choose “Adobe PDF” as the printer.

 Click the “Print” button.

 The document automatically converts to PDF. In the “Save PDF File As” dialog box, type in a name for the PDF file (file name should have no extraneous characters, e.g., no brackets, hyphens, underscores, commas, quotes, etc.) and verify the location to which the document will be saved, click Save (the document will be saved as a PDF file).

 Close the file.

Convert a document to PDF through other sources:

 To create PDFs from word processing documents, you may also use PDF generator software (many are free or can be purchased at a nominal cost). For a list of PDF generators see: PDF Generator List in the Attachment Section.

 Some printer/copier machines and digital senders are equipped with PDF conversion software. These systems will scan the document and save it as a PDF file to your system. Check with your IT professionals to see if your office has this capability.

 You may also visit www.adobe.com to purchase the Adobe Acrobat software for ease in future conversions.

After you have converted the document to PDF, then what? Once you have converted the document to a PDF file, the next step is to upload/attach the file to your online application.

Note: There are template links under the Browse buttons that have been provided for your use.

Note: When uploading a document, you will notice it appears to the right of the Browse button. When you upload the next document it will disappear. The document is still there. When you click on the Save Button, all documents that you have loaded should appear to the right of the Browse button of each question.

Step 6 Returning back to the System to Complete Your Application:

You may Sign In and out of the system to work on your application as many times as you like up to the deadline. Follow these steps to return back to the system and work on your application.

Sign In with your user id and password.

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Click on the My Applications tab in the left corner of the screen below:

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The following screen will open.

Note: When logged into the system you can click on the My Applications in the breadcrumb navigation to return to this screen.

Column Headers:
Grants: Click on the Community Endowment Fund link to return to the application dashboard to fill out the sections and questions

Fiscal Year: The present Fiscal Year for the Community Foundation
Date Submitted: When you submit your application this will reflect the date it was submitted
Deadline: Application deadline date
Status: The status of you application
% Completed: How complete your application is based on the number of required fields you have answered
Generate PDF: Allows you to generate a PDF to print a copy of your application.

Select Radio Button: When you click on the select radio button a new screen will appear:

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The new screen will provide you with the following options:

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Preview and Submit: When each section reads 100%, you can preview your completed application and submit it.
Print Application: Print a copy of your application for your records.
Delete: delete your application. Deleting your application will remove it entirely from the system.

Step 7 Review & Submit:

When you have completed your application be sure to review your information and edit where necessary. Read and agree the Declaration and Compliance. You will not be able to submit your application until all required supporting documents are electronically attached to your application. Once you submit your online application, you will not be able to make changes to your application or upload additional documents. If you have questions, please contact us.

Helpful Tip: Do not use the back arrow of your browser to navigate the system. Use the breadcrumb navigation to travel through the screens.