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project template / candidate

Grant application — forms

The distinct forms record for Grant application. This page is proposal-only.

Status: proposedLifecycle: candidate

Record status

Record ID: project:grant-application
Parent lifecycle: candidate
Page lane: forms
Lane lifecycle: proposed
Owner: Not separately recorded
Owner role: Not separately recorded
Owner status: Not separately recorded
Qualification result: NOT RUN · held for evidence and human review

Working browser surface: Project templates & workflows — overview — Create a local project from this template and validate its forms. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Proposed form sections

Each section is a candidate schema for inspectable records. Required-field presence does not establish factual truth.

Intake

Define the opportunity, decision context, and accountable people before work begins.

project title
granting organization
opportunity name and identifier
source URL or source locator
opportunity source date
application deadline with timezone
internal submission target date
project owner
application coordinator
reviewers and approvers
applicant organization
contact details
funding amount requested
currency
application status
why this opportunity fits
decision to pursue
decision rationale
visibility and access notes

Scope and requirements

Translate the opportunity into an explicit, bounded application scope.

funding priorities
eligible applicant requirements
required narrative sections
required questions and character limits
required attachments
budget categories
matching or cost-share requirements
evaluation criteria
allowable and unallowable activities
out-of-scope activities
drafting assumptions
open interpretation questions
definition of complete application package

Milestones and deliverables

Create owned checkpoints for research, drafting, review, packaging, and closure.

milestone ID
milestone name
milestone purpose
deliverable description
owner
reviewer
planned start
internal due date
external due date if applicable
status
completion evidence required
approval required
blocking condition
notes

Deadlines and workback

Record source-bound deadlines and derive a human-reviewable schedule without external writes.

deadline label
deadline timestamp
timezone
deadline source locator
deadline confidence
internal buffer
workback start date
workback calculation or rationale
task sequence
task duration estimate
task owner
review window
approval window
packaging window
final readiness check
late-state action
deadline change history

Dependencies

Expose prerequisites and handoffs that can block the application.

dependency ID
dependency description
dependent milestone or task
dependency owner
needed-by date
dependency type
source or evidence reference
current state
blocking severity
fallback plan
escalation owner
resolution note

Owners and responsibilities

Make record ownership and decision authority explicit.

person or role
responsibility
records owned
tasks owned
approval authority
backup owner
availability constraints
handoff rule
last reviewed date
acknowledgement state

Tools and guides

Declare the allowed local surfaces used for execution and review.

tool or route name
tool kind
intended use
record owner
input records
output records
authority boundary
manual action required
failure or unavailable state
last checked date

Evidence and attachments

Preserve traceable support for claims, requirements, budget assumptions, and packaging.

evidence ID
claim or requirement supported
evidence type
title
source locator
source date
source SHA-256 if available
provenance note
linked milestone
linked application section
attachment reference
access status
review status
limitations
replacement needed

Reviews and approvals

Separate drafting from human decisions and preserve review receipts.

approval ID
decision subject
version reviewed
reviewer or approver
review requested date
decision due date
decision state
comments
required changes
conflict or abstention note
decision receipt
approval date
next action owner

Risks and failure states

Track uncertainty, deadline exposure, missing evidence, and packaging failures.

risk ID
risk statement
category
likelihood
impact
severity
trigger
owner
mitigation
contingency
due date
current state
escalation threshold
resolution evidence

Closure

Close the project with a truthful record of what was completed, held, or abandoned.

closure date
final project state
application package version
completed deliverables
incomplete deliverables
held actions
unresolved risks
approval status
evidence completeness status
file and record references
lessons learned
follow-up owner
retention note
explicit non-submission confirmation

Accessible state contract

Every field requires a visible and programmatic label.
Required and optional fields must be stated in text.
Invalid entries require an actionable message linked to the field.
Blocked and Held states remain visible without relying on color alone.

Supporting documentation fields

These fields come from the app_features lane and remain separate from the primary operating form.

Project identity

Define ownership and the local working context.

project title
applicant or organization name
project owner
collaborators
project status
private visibility
tags

Opportunity and requirements

Capture source-labelled requirements without treating them as verified qualification.

opportunity name
source locator
source SHA-256 if available
funder name as written in source
deadline date and time
timezone
required documents
page or word limits
eligibility notes
open questions

Application case

Structure the proposed work and evidence.

problem or need
proposed activities
goals and outcomes
audience or beneficiaries
timeline narrative
evaluation approach
risks and mitigations
evidence links

Budget and attachments

Track draft financial and supporting materials locally.

budget categories
requested amount
matching or in-kind notes
budget assumptions
attachment checklist
file references
missing evidence

Review and packaging

Prepare a human-reviewed package without submission.

reviewers
review due dates
review criteria
decision state
final local package label
submission owner
external action notes

Required or proposed record references

No record existence is asserted by this documentation page.

project record
grant opportunity note
application requirements checklist
scope and deliverables record
milestone records
deadline to-dos
dependency records
owner assignments
workback schedule
evidence and attachment references
risk records
review and approval records
closure record
project record with canonical ID, lifecycle, provenance, revision, tags, links, and attachments
opportunity brief or source-labelled call record
eligibility and requirements notes
draft narrative sections
budget worksheet or budget notes
workback to the stated deadline
review comments and approval records
submission-readiness checklist
held external-effect receipt

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

source_record:project:grant-application
NotebookCollectionKind.project
NotebookTodoPayload.dueAt
Notebook Agenda deadlines/workbacks
Observed native contract: project_and_field_guide_collections
Observed native contract: deadlines
Observed native contract: records
Observed native contract: pointguard
Observed app routes: /app/notebook/projects/
Observed app routes: /app/notebook/to-dos/
Observed app routes: /app/notebook/agenda/
Observed app routes: /app/notebook/approvals/
Observed app routes: /app/notebook/paper/
Observed app routes: /app/notebook/files/
Observed app routes: /app/notebook/field-guides/
Observed app routes: /app/pointguard/
project:grant-application
Notebook records provenance, source locators, revisions, lifecycle, tags, links, and attachments
PointGuard persistent cross-app context surface
APP_ROUTES:/app/notebook/projects/
APP_ROUTES:/app/notebook/to-dos/
APP_ROUTES:/app/notebook/agenda/
APP_ROUTES:/app/notebook/approvals/
APP_ROUTES:/app/notebook/paper/
APP_ROUTES:/app/notebook/files/
APP_ROUTES:/app/pointguard/