Grants Portal - Handy Tips

Handy Tips to Note

When you login to our new Grants Portal, you will be taken to the Welcome page of the Otago Community Trust Grants Portal where you can:

  • Log-in to the Grants Portal
  • Reset or create a password
  • Take our New Organisation Eligibility Quiz
  • Register in the Portal for the first time 

New Funding Portal

When you are in the Grants Portal it is recommended that you:

  • Use Google Chrome as your internet browser.
  • Save your work regularly, as the forms do not auto-save;
  • Do not use the back button to navigate as it will take you out of the Grants Portal and you will have to log back in;
  • Only ‘Submit’ when your application is complete. Once you ‘Submit’, you will no longer be able to edit;
  • When you have completed your editing, always ‘Save’ before returning to the main page.
  • When we have updates for you, a notification icon like this undefined appears next to the area with an update waiting.
  • Click on this icon undefined at the bottom of the menu to log out or change your password.

 

Grants Portal  - Questions and Answers

We recognise that any changes can take some time to get used to. We have compiled Questions & Answers to help, these will be added to over the coming month as we receive feedback on the new system. If you experience any issues with your online application, please call us on Freephone 0800 10 12 40 or Email: info@oct.org.nz

Below are 5 key steps in logging on to the Grants Portal

1. Go to our website www.oct.org.nz

2. On the Home page, click on the yellow button ‘Enter Grants Portal’

3. Use the email address or your firstname_lastname that was set up as your log in.

  • If you do not know your password, you can click on ‘Reset or New Password’. You will receive an email with a link for you to set up your password.
  • If you can't remember your login, please ring us on 0800 10 12 40.

4. Once you have successfully logged in, you will be taken to your organisation’s portal. You will see the organisation’s name in the top left-hand side.

5. Once you are in the portal, this is where you can update your information under 'People' and your organisation details under 'Organisation'. 

 

1. Down the left hand side in the grey panel, click on Apply for Funding

2. There are various application forms that can be selected. After confirming the type of application that best fits your project, scroll to the bottom of the page and click on Apply for Funding.

3. Select your Application Form and answer the following questions, remembering to save regularly so that you can come back to it at a later date if need be. If you have started an application form but not completed it, you can find that in Pending Requests.

4. Supporting documents – these can be uploaded by clicking on the green ‘+’ button.

5. Select from the drop down list what the uploaded document is so that the portal recognises that you have uploaded the correct documents.

6. When you have completed the application form, click on Save then Click Submit. Check that the application is submitted and that no errors have popped up.

7. If there is missing information in the application form, it will not submit and move into the OCT portal. Any errors or missing information will appear in red on the application form.

8. If the application form has been submitted correctly then the application is moved into the Submitted Requests.

Using Google Chrome as your internet browser is recommended. You may need to clear your browsing history. 

If you run into trouble using the new Grants Portal, our Team are on hand to help, you can call us on 0800 10 12 40 or email: info@oct.org.nz

Never fear - if you forget your password in the Grants Portal, you can re-set your pasword on the welcome page. 

This will ask for your log-in email address and the link will be sent to this email address to create a new password. 

If you don't know or can't remember that email address, please contact us and we will check your organisation details for you. We might need you to send us an email at - info@oct.org.nz so we can check our records. 

It is important to note that a registration is linked to a person and not an organisation. You will need to register as a new user if you have not applied before with your email address. We can then link you to the organisation that has previously applied to us.

Your username and login are the same things.

Existing / Returning Users

For previous users of our old online system, it will be the email address that you used to register under the old system. 

You will be able to reset the password once re-registered. 

It is important to note that a registration is linked to a person and not an organisation. You will need to register as a new user if you have not applied before with your email address. We can then link you to the organisation that has previously applied to us.

New Users

For new applicants in the Grants Portal, after successfully completing the New Organisation Eligibility Quiz we will send you our new user log-in details. 

In our new Grants Portal you can see information about:

  • your organisation,
  • information on the people associated with your organisation,
  • any applications in progress,
  • previous applications,
  • active grants,
  • your reporting requirements,
  • any outstanding conditions and payments from Otago Community Trust. 

In the Grants Portal menu you will see an 'Organisation Information' tab, by clicking on this you will be able to view or edit your organisation details and any of your organisation’s documentation.

To view or edit your personal information select People in the menu. 

Applications you are currently working on can be opened in the Applications In Progress tab of the menu.

You will be able to edit or submit from here. You can save and exit from the new Grants Portal, returning to work on your application at any time.

Make sure you save on a regular basis. 

An email will be sent to the Primary Contact providing notification of the Trust's decision. You will need to login to the Grants Portal to get your decision letter.

A notification icon like this appears next to the area with an update waiting.