Manual grant recipient creation and editing
For grants editors or content admins with additional access and training, you can follow these steps to create or edit grant recipients inside the CMS.
Step 1 - access the microcontent area of the CMS
Log in to the CMS and find the micro-content area. You can find it listed under the Content > Micro-content tab:
Add microcontent.
Go to 'grant awarded to' menu item.
Step 2 - fill in the micro-content fields
Enter your grant recipient data into the micro-content fields. Required fields are marked with a red asterisk and must be filled in to save and publish your content.
Content Tab
- Grant* (exact name of grant as it appears on nsw.gov.au/grants-and-funding. The CMS will use this to locate the correct grant)
- Recipient* (name of a business, organisation or sole trader who has received the grant – see below for deidentified names)
- Project name* (the name of the project)
- Project description (information about the project. For example, a detailed breakdown of what the project money was used for)
-
Intended Decision maker* (the decision maker who approves the grant to be awarded)
-
Checkbox - The actual decision maker was different to the intended decision maker - only use for below fields to appear
- Actual Decision maker* (if the decision maker was different from the Intended decision maker)
- Reason for difference in decision maker field* - fill in the reason if decision maker has changed
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Checkbox - The actual decision maker was different to the intended decision maker - only use for below fields to appear
- Reason for Ministerial discretion - fill in for any departures from the recommendations for grants awarded by ministerial discretion, where the Minister is the decision maker for the grant and/or has exercised discretion. More about adding ministerial discretion information to recipient lists.
- Amount* in $ (the amount awarded to a recipient in the grant)
- Date dd/mm/yyyy (will show as month and year when grant was awarded to a recipient e.g. June 2023)
- Program term* (term in which the grant needs to be delivered in)
- Program benefit–cost ratio (where cost–benefit analysis (CBA) is required)
- Number of applicants* (integer value of number of applicants)
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Number of recipients* (integer value of the number of recipients)
Step 3 - Fields - location tab
- Recipient location (the LGA or suburb in which the project is being delivered)
Program delivery location (if the project is delivered in an LGA or suburb that is different from the location of the recipient)
Step 4 - Fields - authoring tab
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Editorial group* - (your agency editorial group) – this field will normally be pre-filled with your own editorial group. You can add other groups if needed (for example, to allow other content editors to access and edit this content if you need them to).
Step 5 - Review in draft
Once you have added grant recipient details to the CMS, save the record in draft and check through it on the preview page of the draft.
Step 6 - Send for review and publishing
Once you are happy with the result, you can publish, if you have publishing rights.
If not, you can send a request via the Add or update a grant on nsw.gov.au form (select 'Update an existing grant' from the drop-down) and ask for the grant recipients you have created to be published. Use this option rather than the 'Add recipients to your Grant' option as you are not using the bulk upload function.
Check that they have been published by going to your grant page - it may take a short time for the recipients list to appear.
Head to the Grants page for more articles on editing your grants, or adding recipients so they appear on the funding finder.