Funding sources and funding source eligibility requirements recorded from the Funding tab can be applied to programs and associated with services. Funding sources under the Funding tab display all programs, services, and eligibility criteria associated with the source. Specific information about a funding source (e.g. start and end dates) can be recorded for a funding source as well as custom information via custom fields. Sub-grants can be created from primary funding sources and declining balances can be tracked.
Funding Tab Sections
There are four sections within the Funding tab:
Primary Funding: users first set up grants as “primary” funding sources. They can then, if applicable, create sub-grants from the funding source.
Sub-granted Funding: users can allocate portions of a primary funding source to other agencies. The system displays these sub-granted funds in the Sub-granted Funding section (as well as within the Primary Funding Source record).
Inactive Primary and Inactive Sub-granted Funding: the system displays funding sources that are marked as inactive in these sections.
Creating a Primary Funding Source
To create a new primary funding source, click Create Funding.
The system navigates you to the Create Funding screen, where you’ll enter details for the funding source. The fields the system displays are based on the fields in the system Funding Source Screen. System administrators can add custom fields to Funding Source Screens, but the following fields are included by default and cannot be removed:
Funding Name: a user-selected name to describe a funding source.
Status: indicates if the funding source is active or not.
Funding Source, Funding Source Non Federal, Grant Identifier, Start Date, and End Date: these fields correspond with the HUD HMIS Data Element 2.06 Funding Sources. System administrators are not able to edit the Funding Source selection options. However, if the user selects “Local or Other Funding Source,” they are provided options from the Funding Source Non Federal picklist, which System Administrators can customize.
Direct Expense: when a system administrator toggles on Direct Expense, the fund source can be applied directly to services items within the agency. Once saved, the system displays the Direct Expenses section, which includes the fields: Fund Amount, Direct Expenses, Sub Granted, and Total Available.
Eligibility: when a system administrator toggles on Eligibility, they can associate eligibility criteria with a funding source.
After clicking Add Record for a new funding source, the system displays the Funded Resources section to the right.
This section contains the following information:
Overview: the main Funding Source section, containing the fields in the Funding Source Screen.
Programs & Projects: displays the programs a user assigned the funding source to (clicking the program name navigates you to the Modify Program page).
Services: the service items a user assigned the funding source to (clicking the service item name navigates you to the Service Item page).
Eligibility: allows you to associate eligibility criteria with a funding source. The system only displays this section if Eligibility is toggled on.