Tool
Auckland Local Board Grant Creator
Fill the yellow fields. The tool calculates. Do not lodge until 01_Gates is all Yes and 05_Readiness is READY. This tool does not replace the current Grants Programme PDF for your local board, the Community Grants Policy, or SmartyGrants. Public money — complete the full transaction including accountability.
Workbook Map — work left to right
| Sheet | What you do | Pass test | Feeds |
|---|---|---|---|
| 01_Gates | Eight hard eligibility gates | Every applicable gate = Yes | If any No — stop or redesign |
| 02_Project | Define the project in board language | One sentence a member can repeat | Narrative for SmartyGrants |
| 03_Budget | Full cost + income + board ask | Ask inside published min/max; quotes match | Budget table + pie |
| 04_Documents | Permission and quote pack | Every required item Attached or N/A | Upload list |
| 05_Readiness | Auto score before / after lodgement | Status = READY TO LODGE | Go / no-go |
| 06_After_Transaction | Agreement → spend → acquittal log | Every funded dollar evidenced | Accountability file |
| 07_Acquittal_Draft | Answers you will paste into SmartyGrants later | Filed within 2 months of end | Closes the legal transaction |
Colour Key
- Yellow = you type here. The only fields you should edit.
- Black text = auto-calculated. Do not overwrite.
- Green = pass / fundable pattern.
- Red = fail / decline pattern from real 2025/26 reports.
Legal Anchors
- Community Grants Policy — who can apply, what is ineligible, assessment, schemes.
- Applicants’ Guide to Local Board Grant Programmes — SmartyGrants, incomplete apps, payment, accountability.
- Your local board Grants Programme PDF this financial year — priorities, exclusions, $ min/max, dates.
- Your Local Board Plan — the outcomes they were elected to buy.
- SmartyGrants: aucklandcouncil.smartygrants.com.au · Advisor: 09 301 0101 / communityfunding@aucklandcouncil.govt.nz
Version 1.0 · September 2026 · Operational tool for community groups in Auckland. Not legal advice. Not an Auckland Council form. Your work is saved in this browser only — no data leaves your device.