Applicant Milestones
This article is for Applicants who have been awarded a Grant and the Grant Application is approved.
Milestone Overview
Milestones ensure Grant Administrators that you are fulfilling your commitments. Admins create milestones to gather up-to-date and relevant information from you, keeping you accountable.
Milestones contain at least one deliverable for you to complete. Common examples of requested deliverables include progress updates, expense reports and receipts for expenses.
You must receive and complete at least one Milestone in order to receive Grant funding. For larger Grants, it is common that you will be required to complete multiple Milestones, with funds being paid out in stages (draw downs).
All Milestones have a due date so it is important to look out for these.
Learn About:
Completing & Submitting Milestones
Now that your Application has been Accepted, wait for the Administrator to send you a Milestone. When this arrives:
Review Milestone Details
You will be redirected to the Milestone Details.
Amount: is the amount of funding you will receive after all Milestone deliverables are completed and approved. If this shows N/A, the Milestone is non-monetary — there is no payment attached to it, and you won't see a Payments tab.
Due Date: you must complete and submit all deliverables by this date.
Description: overview of the Milestone.
After you submit a Milestone, an Administrator will review it. They can either approve all deliverables, or decline one or more.
If all deliverables are approved, the Milestone will be complete and the status will be “Approved”. No further action is required by you and you can expect to receive payment for the amount specified in the Milestone.
Some Milestones carry no payment. If the amount shows $0, you will need to wait for another Milestone to receive funds. If it shows N/A, the Milestone is non-monetary and no payment will follow — approval is all that was required.
Tip: The Conversation feature is useful during the Milestone process.
Opening a Milestone from the Milestones Menu
As well as the My Tasks route above, you can go to the Milestones menu at any time to see all of your Milestones and their statuses.
How you open a Milestone from this list matters:
Clicking the Milestone title opens the Milestone's details — the amount, due date and description. This is a summary page, and the deliverables form is not on it.
Clicking the button at the right-hand end of the row takes you straight into the deliverables form, ready to fill in.
On a phone or tablet that button is replaced by a ⋮ menu (three dots) at the right-hand end of the row. Tap the three dots, then tap the option that appears.
The wording changes depending on the status of the Milestone:
Complete — a new Milestone you haven't started
Resubmit — changes have been requested, see Respond to Resubmission Request
View — already submitted or approved, so it opens as a read-only copy
Respond to Resubmission Request
After you submit your Milestone, it will be reviewed by at least one Grant Administrator. If the reviewer declines one or more deliverables, the Milestone will be resubmitted to you. Its status will be “Resubmission Requested”.
Resubmit Milestone
Then click Resubmit Milestone.
After you resubmit a Milestone, an Administrator will review it again. The status will be “Submitted”. They can either approve all resubmitted deliverables, or decline one or more again.
If any deliverables are declined again, you will need to repeat the resubmission process.
Alternatively, if all deliverables are approved, the Milestone will be “Approved”. No further action is required by you and you can expect to receive payment for the amount specified in the Milestone. If the funding amount is $0, or the amount shows N/A because the Milestone is non-monetary, you won't receive payment.
Tip: You can also access your Application via the Milestones menu. Look for any Milestones that have the status “Resubmission requested”. Click Resubmit, then Resubmit Deliverables.
Milestone Payment
After the Milestone is completed and signed off by the Grant Administrator, the status of the Milestone will be “Approved”. At this stage the Administrator can pay funds in part or in full. After the Grant is paid in full, and you anticipate that no further Milestones will be issued, the Grant process is complete.
You can see the status on your Milestones list (Not paid, partially paid, or paid).
Tip: At any stage, you can view the payments submenu of your Milestone. Here you can see amounts paid, paid date and the outstanding amount due for that Milestone (note: this is not necessarily the outstanding balance of the grant but rather the outstanding balance of the Milestone).
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