Source: https://guthlabs.ai/docs/project-templates/grant-application/forms/

project template / candidate

# Grant application — forms

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

Status: **proposed**Lifecycle: **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](<https://guthlabs.ai/labs.html#templates-workflows>) — 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/`
