Navigating to Public Benefits Report Form
Step 1: Navigate to your Grant - Grant Management (left navigation) > Grants > [Select your Grant].
Step 2: Click on Custom tab.
Step 3: Select Public Benefits Report form.
Completing Public Benefits Report Form
Step 4: After the Public Benefits Report screen opens, a new form will need to be “created”. In the upper right-hand corner, click on the plus sign (+) symbol.
NOTE: Each year, you will create a new Public Benefits Report form. You will NOT edit the existing form(s).
Step 5: Fill out all the required fields, as indicated by an asterisk (*) in the each section.
Saving and Editing the Public Benefits Report (optional - skip to Step 9 if ready to submit)
Step 6: If needed, you can save the Public Benefits Report to edit it later. In the Form Submission section, choose No for “Is the Public Benefits Report complete and ready for submission?”
Step 7: Enter the current date in the Date of Submission field.
NOTE: Even though you are not ready for submission, this is a required field, so it must be completed.
Step 8: Click Save or Create.
Submitting the Public Benefits Report
Step 9: After completing all the required fields, complete the Form Submission section.
Step 10: Choose Yes for “Is the Public Benefits Report complete and ready for submission?”
Step 11: Enter the current date in the Date of Submission field.
Step 12: Click Save or Create.