---
title: "The Grant Lifecycle: Stage 2 – Submission"
description: "The Grant Lifecycle: Stage 2 – Submission"
---

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1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en)
2. [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en)

# The Grant Lifecycle: Stage 2 – Submission

This is the stage in which:

- Tasks are assigned to complete the grant
- The grant is submitted
- Results are tracked

**🙋🏻‍♀️** ***Reminder:**  While all team members can view and interact with fields in all steps, the ability to edit fields on each step depends on [user permissions](https://support.surepact.com/member-roles-and-responsibilities?hsLang=en).*

 

This stage has five steps, listed as tabs across the top:

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006135439-2.png)

 

- [Step 1 – Tasks](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:Tasks)
- [Step 2 – Application Approval](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:ApplicationApproval)
- [Step 3 – Submission](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:Submission)
- [Step 4 – Submission Result](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:SubmissionResult)
- [Step 5 – Risk Post Review](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:RiskPostReview)

 

### Step 1 – Tasks

In this step, the Grant Manager does the following:

- Creates the list of tasks required to complete the grant application
- Requests task approval
- Assigns tasks to team members

[Grant tasks](https://support.surepact.com/tasks-for-grants-1?hsLang=en) are typically collaborative assignments for preparing documentation related to the project(s) the grant will fund. Tasks could be documentation on budget, scopes of work, project management, preliminary designs, etc.

 

If this grant requires no tasks, click **No tasks to be Completed**, to skip ahead to [Step 2 – Application Approval](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:ApplicationApproval).

**Application Approval**![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014704527-2.png)

 

If tasks are required, create and complete the [grant tasks](https://support.surepact.com/hc/en-us/articles/8660695429775?hsLang=en) workflow. After all tasks are approved, click **All Tasks Complete** to proceed to the next step.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006136591-2.png)

 

 

### Step 2 – Application Approval

This step involves:

- Requesting a final review of all grant documentation
- Requesting approval to submit the grant application on behalf of the organisation.

**🙋🏻‍♀️** ***Reminder:** This request can only be completed by the Grant Manager. Only the Grant Application Approver can complete the approval.*

 

Before submitting the request, scroll down to check out the **Grant Documents** section of this tab. These are the documents associated with the grant tasks from the previous step. If needed, you can download all documents as one combined PDF.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006136847-2.png)

 

Back at the top of this tab, enter a note, then click **Request Approval**. 

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014705167-2.png)

 

Once the request is submitted, the Grant Application Approver can open the same step, then:

1. Tick **Approve** or **Reject**
2. Add a note
3. Click **Submit Approval / Rejection**

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014705295-2.png)

 

Also in this step, you can open the **Approval Status List**. This table provides a summary of all Grant Application Approvers, indicating who approved, rejected, responded, or canceled.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006138127-2.png)

 

- If the grant is approved by all Grant Application Approvers, Step 2 is marked as complete, and you move on to [Step 3 – Submission](https://support.surepact.com/the-grant-lifecycle-stage-2#Submission:Submission).
- If the grant is rejected, the workflow returns to the **Tasks** step, where the Grant Manager can revise the tasks and request approval again. The Grant Manager can also decide not to move forward with the grant application, and archive the grant.

 

### Step 3 – Submission

At this point, according to all team members and approvers, everything with the grant is in order! Now it’s Go Time – submitting the grant application to the funding body. This step is done by the Grant Manager.

There are two ways this can go down: 

- **Submit via SurePact:** We email your application package directly to the funding body.
- **Submit externally:** You submit your grant application and supporting documents via the funding body’s website or portal. Your documents are created and stored within SurePact, but it’s up to you to collect documents, format, and submit according to the funding bodies requirements.

In the **Submission** step, start at the top in the **Grant Report** section. Either:

- Tick the reports the ones you want to submit
- Leave all tickboxes empty if you intend to externally submit all reports and documents

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014707215-2.png)

 

Scrolling down, the next section is **Grant Documents**, listing all documents associated with the tasks laid out in Step 1. As before, either:

- Tick the reports the ones you want to submit
- Leave all tickboxes empty if you intend to externally submit all reports and documents

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014707855-2.png)

 

The final section is – drum roll – **Grant Submission**.

If you plan to submit through SurePact via email:

1. Enter one or more emails for funding body recipients, followed by any team members who need to be notified about the submission.
2. Add an email subject, email body, and submission date.
3. If all documents are to be included, click **Submit with All Documents**. To send only ticked reports and documents, click **Submit with Selected Documents**.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006140303-2.png)

 

 

To submit via portal or website, click **Submit Externally**. The actual submission is done directly by you, after downloading the relevant documents and assembling the submission package on your own according to funding body protocols. Clicking **Yes** tells SurePact that you’ve taken care of this.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014708367-2.png)

 

Once the grant application is submitted, Step 3 is marked as complete, and you can move on to **Step 4 – Submission Result**.

 

### Step 4 – Submission Result

After submitting the grant, and after waiting for and receiving the verdict from the funding body, the grant win or loss is recorded in the **Submission Result** step. This step is completed by the Grant Manager.

Approval or rejection is handled at the top of this step, but farther down on this tab are the main details for this application: executive summary, risk summary, delivery tracking, etc.

**🙋🏻‍♀️** ***Reminder:**  Some of these details already exist from previous stages, other details will come from future stages and steps.*

 

**If the grant was rejected (lost):**

1. Tick **Rejected**
2. Add a comment
3. Click **Submit Grant Result**

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006147599-2.png)

 

After grant rejection, you have two choices:

- Archive the grant for future reference
- Return to **Step 1 - Tasks**, fix what needs fixing, and apply again.

 

**If the grant was approved (won):**

1. Tick **Approved**
2. Enter the amount approved by the funding body
3. Enter the date approved.
4. Add a note
5. Click **Submit Grant Result**

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006150031-2.png)

 

At the end of this step, there are three possible scenarios:

- If the grant was approved (won), and a risk approval was required when [creating the grant](https://support.surepact.com/creating-a-grant-1?hsLang=en), you'll proceed to **Step 5 – Risk Post Review**.
- If the grant was approved, and no risk assessment was required, you'll proceed to [Stage 3 – Reporting](https://support.surepact.com/the-grant-lifecycle-stage-3-reporting-1?hsLang=en).
- If the grant was rejected and archived, proceed to [Stage 4 - Closeout](https://support.surepact.com/the-grant-lifecycle-stage-4-closeout-1?hsLang=en).

 

If the grant was approved, the approved funding amount and date will now appear in the **Grant Overview** stage. Look in the **Grant Overview** step, in the **Edit Grant Details** section.

 

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006153103-2.png)

 

### Step 5 – Risk Post Review

Whether the grant was won or lost, this step will appear post-award, if a risk approval was required when first creating the grant. 

**💡 *Tip:*** *The purpose of this step is so that the Grant Manager can compare the initial assumed risk with what actually happened.* 

At the bottom of this tab, you’ll find the initial risk rating assigned to the grant. You can change this rating post-award to reflect new realities. If changes are made, be sure to click **Save Risk Rating**. 

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006153871-2.png)

 

Back at the top of this tab, you can expand the **Approval Status List** to see who approved risk profile, eligibility, and application. To complete this step:

1. Enter a note
2. Click **Request Approval**

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764006155663-2.png)

 

The approval task then goes to the Grant Risk Approver.

The risk profile acceptance now appears in the **Approval Status List**, and the approver can approve or reject the risk assessment, and submit.

![](https://support.surepact.com/hubfs/Knowledge%20Base%20Import/surepact.zendesk.comhcarticle_attachments10764014712463-2.png)

 

 

The next stage in the grant lifecycle is [Stage 3 – Reporting](https://support.surepact.com/the-grant-lifecycle-stage-3-reporting-1?hsLang=en).

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