In-kind grants

An in-kind grant gives goods or services rather than money: ten laptops, forty hours of mentoring, a tonne of seed. Backed records what is given, how many, the unit it is counted in and its declared value, and keeps it apart from cash everywhere.

An in-kind award grants no cash. Its amount is $0, so your committed and paid cash figures never include it.

The details an in-kind award needs

Wherever you choose In-kind under Amount type, the amount field is replaced by four details, all required:

• What is given: the goods or services, in the words the letter and the payment will use.
• Quantity: how many, more than 0.
• Unit: what one is counted in, such as laptops, hours or tonnes.
• Declared value: what they are worth, more than 0, in the record's currency.

If one is missing, or the quantity or value is 0, Backed marks the fields to fix and saves nothing.

On a funding decision

On a funding decision's Notification Details step, each approved application has an Amount type. Choose In-kind and enter the four details instead of an Amount granted. They save when you leave the last field. Choose Cash to go back; the Amount granted is filled from the requested amount again.

A line keeps its amount type once the decision is sent or queued to send, and an application that has already been paid stays cash. See Funding decisions.

On a milestone

When you create a milestone, or select Edit Milestone on its page, choose In-kind under Amount type and enter the four details instead of a Funding amount. The milestone's page then shows what is given, such as 10 laptops · NZD 15,000.00, as its amount.

A milestone whose amount comes from its deliverables form is always cash. Once a milestone has a payment, it can no longer change between cash and in-kind, and its details can't change while a payment is pending, approved or completed. See Milestones and batches.

In payment batches and when it is delivered

An in-kind milestone is paid through an in-kind payment batch, never in a cash batch, a bank file or a bill. When you create a batch, choose In-kind under Type. The choice is fixed once the batch is created, and the batch offers Add Milestones only, listing in-kind milestones.

An in-kind payment's status reads Unprocessed until its batch is approved, then Processing, then Completed. Once the goods or services are delivered, open the batch and select Mark completed on one payment, or on the batch to complete every payment in it. Recipients are notified, and the batch is marked once its last payment is complete. See Batch details.

In Cashflow and the totals

Payments > Cashflow lists in-kind deliveries still to come under In-kind schedule, apart from the cash. An application's or contract's tranches and a round's Budget show In-kind support beside the cash figures: the declared value in each currency, how much of it is completed, and one row per unit, such as 10 laptops and 40 hours, each with its value in its currency. Two units are never added together, and none of it is counted in the cash figures. See Cashflow.

See also

• Cashflow
• Funding decisions
• Milestones and batches