SIMPLE STEPS :
1 . Complete the required spreadsheets that were sent to your agency for monthly CDBG / ESG invoicing . 2 . The FSR must be signed and dated by the two authorized signatories . 3 . Scan the signed and dated FSR and save it to your computer . 4 . Complete the CDS , CSL , PMR and all other reports as required . 5 . Log in to ZoomGrants . 6 . Upload the signed and dated FSR along with back up documentation into ZoomGrants in the designated system location as detailed above ( Upload Invoice ). 7 . Enter the requested dollar amount in the invoice section of ZoomGrants . 8 . Complete the Invoice and Contact information ( Invoice Number , Name , Email , Phone ). 9 . Submit invoice . 10 . Enter the Population Served Report data into the appropriate ZoomGrants cells as detailed above .
11 . Upload the remaining required documents under Population Served Report , Documents Requested section at the bottom of the screen . These documents / forms should be the same documents / forms that were submitted in the past . For example : Client Data Summary , Client Service Log …
12 . We are available to help . Please call or email with any questions . We can also set up one-on-one on-site training when needed . All contact information is on page 4 of this handbook .
Page 19 of 20 Last Update : June 29 . 2020