Below are the steps to award one or more applications directly from a Letter of Intent (LOI).


Note: If you would like to convert the LOI to a full competition, see this article instead.


1. From the Manage view, click the Edit button on the right side.

Administrator's Manage view. Edit button outlined in red on the right.


2. Click the Finalize button.

Finalize button in right sidebar highlighted by red outlined box.

3. Under the Options dropdown, select Award Directly from Letter of Intent.

Dropdown selector clicked with two options: Convert to Regular Competition or Award Directly from Letter of Intent. Award Directly from Letter of Intent is highlighted as selected.

4. The pop-up window explains what will happen next. Click Yes to proceed. You'll be able to cancel the process later if needed.

Pop-up modal: Are you sure you would like to proceed with awarding directly from this Letter of Intent? If so, you will have the opportunity to select the applications that will be awarded. All other applications will be automatically marked as Rejected. Your changes will be saved. Yes button outlined in red directly below.

5. The award steps will show on the right sidebar. Scroll down to view the list of all applications. 

  • Select the application(s) you want to award. (An application can have any status).
  • Click Submit.

Administrator view of selecting applications to award.

6. Award Message - Edit as needed and then click Next.

  • A - Choose to send a notification or not.
  • B - Cc/Bcc others (optional).
  • C - Add an attachment (optional).
  • D - Edit subject line (optional).
  • E - Check or un-check the box to include reviews with each awardee email. This is an "all or none" function, i.e., all feedback from all reviewers in all routing steps will be shared if the box is checked.
  • F - Edit the body of the message. Delete the sentence that contains the {award amount} mail merge field, or you won't be able to go to the next step.
  • G - Click Next.

Award Message screen. Red circles with white letters correspond to instructions above. Next button in lower right corner.

7. Reject Message - The options on this screen are similar to the Award Message functions. Edit as needed and then click Next.

  • H - Choose to send a notification or not.
  • I - Cc/Bcc others (optional).
  • J - Add an attachment (optional). The file should be less than 10MB.
  • K - Edit subject line (optional).
  • L - Check or un-check the box to include reviews with each awardee email. This is an "all or none" function, i.e., all feedback from all reviewers in all routing steps will be shared if the box is checked.
  • M - Edit the body of the message (optional).
  • N - Click Next.

Reject Message screen. Red circles with white letters correspond to instructions above. Next button in lower right corner.

8. Finalize Awarding- On the last page, verify who you've chosen to award in the top section. The summary email in the box below will be sent to administrators and anyone else you'd like to copy. 

  • If you realize you made a mistake in the process, click Cancel Awarding to return to the LOI. 
  • Click the Finalize Awards button to complete the process and be taken directly to the competition that shows the awarded application(s).

Finalize Awards screen. Cancel Awarding button outlined in red on right. Finalize Awards button in lower right corner, also outlined in red.

9. The converted competition will appear on the screen. Scroll down to the Data Grid to view the awarded application(s).

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.