Reallocating Funds for COVID-19 Relief Efforts

Written by Lauren Neulinger

Last published at: April 23rd, 2020

The scenarios below outline steps to take when reallocating funds to COVID-19 relief efforts for a previously approved request. Taking these steps helps ensure that data is as accurate as possible, both for your records and for the tracking efforts via the COVID-19 approval form field. 

Please refer to this article for an overview on the COVID-19 approval form field, and the instructions for adding the field to a process: COVID-19 Approval Form Field


Reallocating the Entire Amount Awarded

  1. Add the COVID-19 field to the approval form for the process. 
  2. Select the appropriate COVID-19 list option in that field. 


Reallocating Part of the Amount Awarded 

In this scenario, you are deducting the amount of the original award that is to be reallocated to COVID-19 funding (placing it in a separate request), and preserving the amount of the award to be maintained for the original project/program. 

  1. Add the COVID-19 field to the approval form for the process. 
  2. On the original request, adjust the installment forms so that this request only contains funds that will be used for the original project/program.
    • You might choose to edit the amount on the installment form(s), or remove installments that are being reallocated. This article outlines some options for adjusting installments: Options for Adjusting Installments and Payments. Please reach out to your CSM if you have further questions. 
  3. Manually enter a new approved request with the reallocated portion as the Amount Awarded
  4. On the approval form for this new request, select the appropriate COVID-19 list option in the COVID-19 approval form field. 


Reallocating a Request that is Synced to CommunitySuite

  1. Add the COVID-19 field to the approval form for the process.
    • This is only necessary if you want to see this data in GLM/SLM as well.
  2. Select the COVID-19 option for the request in CommunitySuite
  3. The COVID-19 field data for that request will automatically update in GLM/SLM.
  4. Any changes to the Amount Awarded for the request must be made directly in CommunitySuite.