Grants Management date validations

The Grants Management date validations hierarchy defines how funding timelines nest and relate to one another in the grants management system. All dates are validated in sequence to prevent scheduling conflicts and ensure conformance with funding program constraints.

Date definitions

The date hierarchy, visually represents the nesting relationship of all dates in the Grants Management system.

[Omitted image “date-hierarchy-diagram.png”] Alt text: Visual representation of the date hierarchy in grants management

The following table defines each date used in the grants management validation hierarchy and the phase it occurs in:

Date What it means Phase Funding Program start date The date the funding program’s overall funding window opens. Every Grant Program created under it must start on or after this date. Funding Program setup Funding Program end date The date the funding program’s overall funding window closes. Every Grant Program under it must end on or before this date. Funding Program setup Grant Program start date The date this specific grant program’s own window opens; every internal date must fall on or after it. Grant Program setup Grant Program end date The date this grant program’s own window closes; every internal date must fall on or before it. Grant Program setup Announcement publication date The date the program’s public announcement goes live on the portal. Publish program Proposal publication date The date applicants can begin submitting proposals. Indicates when the “Apply Now” button is enabled, allowing applicants to begin submitting proposals. Publish program Proposal close date The hard deadline for proposal submission. After this date, new submissions are blocked and any proposal still in Draft is auto-cancelled by the “Cancel Expired Grant Proposals” scheduled job. Publish program Announcement removal date The date the public announcement is taken down from the portal. Publish program Merit Review task due date The deadline for the Merit Review activity’s review task. Merit Review Program Milestone due date The deadline for a Program Milestone defined on the program. Grant Program setup (Program Milestones activity) Goals (Calendar period) The calendar period attached to a proposal goal. Proposal Narrative Deliverables (Calendar period) The calendar period attached to a Goal’s deliverable. Proposal Narrative

Error prevention checklist

When setting up a new grant program, verify:

• Grant Program: Grant program dates fall entirely within Funding Program dates.

• Merit review: All Merit Review task due dates are within Grant Program window and not in the past.

• Publish Program:

  • Publish Now:

  • Publish Now:

    When selected, the program will be published immediately. These two date fields must be entered manually:

    • Proposal close date

    • Announcement removal date Note: These two date fields don't appear on the form but are automatically populated to the current system date and time:

    • Announcement Publication Date: Set to current date and time

    • Proposal Publication Date: Set to current date and time

  • Schedule Publication:

    When selected, allows you to manually define future publication dates. These dates must satisfy the sequence requirements:

    Announcement publication date ≤ Proposal publication date ≤ Proposal close date ≤ Announcement removal date
    

• Proposal deliverables: All Proposal Submission window dates are within Grant Program window.

• No circular date dependencies. For example, an end date before a start date.

Date validations by grant setup activity

The following table captures the grants date validations across every grant phase or activity.

Note: The two-digit year format (yy) isn’t supported. Use the dd/mm/yyyy format.

<table><thead><tr><th>

Phase

</th><th>

Condition

</th><th>

Result

</th><th>

Message shown

</th></tr></thead><tbody><tr><td rowspan=“4”>

Grant Program

</td><td>

Program start date is after the earliest of the other dates in the same grant program (milestone dates excluded).

</td><td>

BLOCKED

</td><td>

The program start date cannot be after the {date name} {date}.

</td></tr><tr><td>

Program end date is before the latest of its other dates (milestone dates excluded).

</td><td>

BLOCKED

</td><td>

The program end date cannot be before the {date name} {date}.

</td></tr><tr><td>

Program start date is before the funding program’s start date.

</td><td>

BLOCKED

</td><td>

The program start date cannot be before the funding program start date {date}.

</td></tr><tr><td>

Program end date is after the funding program’s end date.

</td><td>

BLOCKED

</td><td>

The program end date cannot be after the funding program end date {date}.

</td></tr><tr><td rowspan=“3”>

Publish program

</td><td>

Any of the four dates (Announcement Publication Date/Proposal Publication Date/Proposal Close Date/Announcement Removal Date) is earlier than the current date/time, or before the Program Start Date.

</td><td>

BLOCKED

</td><td>

Date can’t be before program start date. Date must be in the future.

</td></tr><tr><td>

A date is earlier than the running-maximum valid date already seen earlier in the sequence (Announcement Publication ≤ Proposal Publication ≤ Proposal Close ≤ Announcement Removal)

</td><td>

BLOCKED

</td><td>

Date can’t be before {publish program-date option}Example: Date can’t be before proposal publication date.

Example: Date can’t be before proposal close date.

</td></tr><tr><td>

Any of the four dates is after the Program End Date.

</td><td>

BLOCKED

</td><td>

Date can’t be after program end date.

</td></tr><tr><td rowspan=“3”>

Merit Review

</td><td>

Review task due date is set to a date before today.

</td><td>

BLOCKED

</td><td>

Date cannot be in the past.

</td></tr><tr><td>

Review task due date is before the Grant Program’s own start date.

</td><td>

BLOCKED

</td><td>

The review task due date cannot be before the program start date.

</td></tr><tr><td>

Review task due date is after the Grant Program’s own end date.

</td><td>

BLOCKED

</td><td>

The review task due date cannot be after the program end date.

</td></tr><tr><td>

Milestone

</td><td>

Milestone due date falls outside the program’s start/end dates, or is in the past.

</td><td>

BLOCKED

</td><td>

Inline error on the milestone due date field.

</td></tr></tbody> </table>## Supported customization points

A customization point is the correct place to modify a validation’s behavior. It’s always a public wrapper class (like ServiceApplicantPgrmMgmtUtil), not the internal implementation (Impl) class.

The platform routes its own calls through the public wrapper. If you override the Impl class instead, your code won’t run. It will also break on the next upgrade. The Impl class is an implementation detail that can be restructured without warning. Override the public wrapper class, not the Impl class.

The date-validation logic spans three application scopes. Stay in scope and confirm that you hold the correct scope and roles before editing. Select the matching scope access and roles to make changes:

• Service Applicant Program Management (sn_svc_appl_pgm_mg)

• Grants Management (sn_gsm_grnt_mgmt)

• Service Applicant Information (sn_svc_appl_info)

Important:

Customize program and publish opportunity date logic at the public API class ServiceApplicantPgrmMgmtUtil that callers already reference and not by subclassing internal implementation (Impl) classes. All components run within a specific application scope. Always test in a non-production instance first.

Validation area Customize at Scope Notes Grant program & funding program dates Public class ServiceApplicantPgrmMgmtUtil sn_svc_appl_pgm_mg — Publish program dates Public class ServiceApplicantPgrmMgmtUtil sn_svc_appl_pgm_mg The onChange client scripts and the client-to-server bridge only forward parameters to this class. Customize the public wrapper, never the Impl class directly. Draft proposal auto-cancellation after close date Scheduled Job “Cancel Expired Grant Proposals” (runs daily at 3:30 AM) sn_gsm_grnt_mgmt Adjust the job schedule, or disable it, to change automatic cancellation of draft proposals. Proposal deliverables (Goals) UX Client Script Include serviceApplicantInfoUIUtils sn_svc_appl_info UI-layer validation for required, unique, and non-empty deliverables. Milestones Milestones activity client logic sn_gsm_grnt_mgmt No standalone validator — change milestone date behavior within the activity logic rather than a shared utility. Merit Review task due date Client script MeritReviewDateCheck (past-date check) and ServiceApplicantPgrmMgmtUtilImpl.onValidateStartAndEndDate (same general check as Grant Program) sn_svc_appl_pgm_mg Three separate mechanisms enforce the same field, so a change needs to span across all three