Programs and forms

  • Each program has its own application form
  • Staff add, reuse, and arrange application form fields
  • With Zivtech's setup and training, staff change forms and statuses without a developer
  • Application form sections appear according to the user's role and the application's status
  • Application fields appear or hide based on other answers
  • Staff mark application fields required for submission
  • Staff edit application field labels and help text
  • Staff publish program pages, frequently asked questions, news, deadlines, and lists of past awards

Cycles

  • Application cycles open and close automatically on the dates staff set
  • At cycle close, unfinished applications move to a staff-selected status with a logged reason
  • Staff set each organization's application limit per cycle

Applicants and organizations

  • Staff accept or decline new registrations with templated emails, or applicants register through an invitation
  • Organizations have several members, and applicants can belong to and switch between several organizations
  • Organization profiles include financial information and fiscal-sponsor relationships, with tax ID formatting and sponsor list imports
  • Applicants complete forms in sections, save incomplete drafts, recover autosaved work, and preview applications before submitting
  • Applicants attach files and images to applications
  • Applicants add audio recordings and video links to applications
  • Applicants enter income and expenses by year, separating actual and projected figures
  • Applicants see application statuses on their dashboard and edit submitted applications when the status allows it

Workflow and email

  • Staff define application statuses with applicant edit rules, notification emails, an award flag, and a color
  • Each application status can have an email that ApplyCycle sends automatically when applications enter that status
  • Staff email applicants in bulk using templates with application-detail placeholders, CC, BCC, and preview text

Triage and edits

  • Staff filter the application table by status, cycle, program, and year
  • Staff edit application IDs, award amounts, panelists, and statuses directly in the application table
  • Staff change application statuses, change panelists, assign panels, and send templated email in bulk
  • Staff see the organization's previous applications and award totals on each application
  • Staff import application and payment data from comma-separated values (CSV) files
  • Staff compare application revisions and restore earlier versions
  • Staff can view the site as a given applicant when helping with a problem

Review

  • Staff add applications and panelists to a panel, and ApplyCycle assigns those panelists to each application
  • Panelists find their assigned applications on one page, filtered by cycle and review status
  • Panelists see the applications assigned to them
  • Panelists move between applications with next, previous, and jump controls in the reading pane
  • Each panelist gives one score per application and can mark it reviewed
  • Staff see each panelist's score, who has finished, and the minimum, maximum, and average scores
  • Panelists comment in threads, and each comment is marked for the panel or for staff only
  • Panelists play audio recordings and linked videos inside the application

Payments

  • Staff record payment amounts, types, dates, and statuses: unpaid, paid, received, returned, or not received
  • Payment columns appear in application views, and staff export payee lists
  • Organizations can view their own payments

Export and records

  • Staff configure the CSV export layout, which Zivtech can extend
  • ApplyCycle builds a combined PDF of each application whenever it is saved
  • Staff download a cycle's application PDFs together in a zip file

Platform

  • ApplyCycle is built on Drupal
  • ApplyCycle supports languages other than English
  • Zivtech applies security updates roughly monthly
  • Staff change the site's logo, colors, menus, contact form, and registration domain restrictions
  • ApplyCycle includes spam controls, disposable-email blocking, and password policies
  • ApplyCycle has no built-in integrations, but most Drupal integrations are available on request
  • Zivtech scopes and quotes each integration during setup, separately from the setup fee

Not included

ApplyCycle does not include grant agreements, progress reports, or multi-year disbursement schedules.

ApplyCycle records one score per panelist, with no weighted rubrics or blind review.

ApplyCycle is not SOC 2 certified.

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