On a semi-annual basis, grantees will submit a Case Disclosure Report (1644), which is due January 31st for the reporting period July 1st - December 31st of the prior year and due July 31st for the reporting period January 1st - June 30th of the current year.
To locate the Case Disclosure Report (1644), users should navigate to the Oversight tab and scroll down to the Annual/Semi-Annual Reports section. Select the blue pencil icon to complete this report.
Figure 4: Image of Navigating to the Oversight Tab in the Grantee Profile
Figure 5: Image of Selecting the Edit Button on the Case Disclosure Report Form
Overview Tab
Users should begin the Case Disclosure Report (1644) form by reading the Overview tab, specifically the instructions.
Figure 6: Image of Navigating to the Overview Tab of the Case Disclosure Report Form
Figure 7: Image of the Instructions Section for the Case Disclosure Report Form
Next, users should navigate to the Forms and Attachments tab.
Figure 8: Image of Navigating to the Forms and Attachments Tab of the Report Form
Form and Attachments Tab
Once in the Forms and Attachments tab, users should scroll down to the Supporting Documents Checklist section to download the Case Disclosure Form template.
Case Disclosure Form Template
After locating the template, users should select the View Template Link, which will prompt an Excel spreadsheet download.
Figure 9: Image of Selecting the View Template Link for the Case Disclosure Report Form
When the file appears at the bottom of the screen, users should select this file to open it.
Figure 10: Image of the Downloaded Case Disclosure Report Form Template
Once opened, users should select the Enable Editing button and either import the necessary data from their Case Management System or enter the necessary data manually.
Figure 11: Image of the Case Disclosure Report Template
Users should be aware that the columns of the sheet may appear across multiple pages of the Excel spreadsheet, so they should ensure that they do not leave out any fields. LSC will be conducting internal checks of the uploads as the system does not have limitations or validation errors for different characters used. If there are no cases to report, users will need to upload a blank version of this template.
Once they complete the form, users should navigate back to the Supporting Documents Checklist section to upload the form. To upload, users should select the blue cloud upload icon, locate the file on their computer, upload the file, and select the Save button.
Figure 12: Image of the Upload Document Icon for the Case Disclosure Report Template
Figure 13: Image of the Upload Document Pop-up Window to Locate the File
Figure 14: Image of Selecting and Saving the Case Disclosure Report Template
Figure 15: Image of a Successfully Saved Case Disclosure Report Template
If users have no cases to report and uploaded a blank form, they should note this in the Additional Information section on the Oversight tab.
Figure 16: Image of the Additional Information Section for Executive Director Notes
Certify Report and Submit for Approval
When finished uploading the required form, users should return to the Overview tab, locate the Certification section, and certify that the Case Disclosure Report submission is accurate by selecting the checkbox next to “I Agree.”
Figure 17: Image of Navigating to the Overview Tab for the Case Disclosure Report Template
Figure 18: Image of Certifying the Data Accuracy of the Case Disclosure Report Template
Once the report upload has been certified, users should submit the report for approval by selecting the Submit for Approval button and confirming they wish to submit this request.
Figure 19: Image of Selecting the Submit for Approval Button on the Certified Case Disclosure Report Form
Figure 20: Image of the Submission Confirmation Pop-up Window
After submission, users will see the status bar move from Created to Submitted for Approval.
PLEASE NOTE: Despite the terminology “Submitted for Approval” and “Approved” within GrantEase, LSC’s initial response related to the submission of required semi-annual reports does not constitute LSC’s approval of the report or confirm the veracity of the information provided. GrantEase’s response merely acknowledges the submission of the required report. LSC reserves the right to contact the grantee with questions and concerns related to the information submitted.
LSC will notify the grantee by returning the report through GrantEase if there are concerns or if anything immediately appears to be missing from the report.
Figure 21: Image of the Reporting Form Status Bar Change from “Created” to “Submitted for Approval”