Set up future renewal opportunities
Once you've created portfolios and initial opportunities for your renewable awards, you'll want to set up future renewal opportunities.
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To update your settings for future renewal opportunities:
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On your renewable portfolio, select Opportunities
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Under Renewal, select Future.
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Update the following information:
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Source: What information you need to evaluate applicant compliance
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Imported: Only uses imported records. Doesn't require applicant interaction.
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Imported and General Application: Uses imported records and fields from the General Application. Requires submitted General Application.
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Imported and Supplemental: Uses imported records and supplemental questions. Requires applicants to submit additional application to renewal opportunity (but not General Application).
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Imported, General Application, and Supplemental: Uses imported records, fields from the General Application, and supplemental questions. Requires applicants to submit General Application and additional application to renewal opportunity.
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None: Doesn't require additional information (but does require admin action to distribute award)
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Award Information: Fill out as you would for any other opportunity. For more guidance, see .Create a new portfolio
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Select Update Opportunity.
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If you selected a Source that includes supplemental questions, you'll add them on the Questions tab.
Typical questions revolve around:
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Student enrollment
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Academic progress
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Current contact information
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Updated donor thank-you letter
For more guidance on questions, see Add questions.
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On the Qualifications tab, set up qualifications to check applicant compliance with the terms of your renewable award.
For more guidance on qualifications, see Add qualifications.
Tip: Make adjustments to future renewal opportunities before the Start Date of a new Disbursement Period. At this point, future renewal opportunities become live and available to applicants.