Grant Genie
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TPP & Pre-ETS case management

Every service logged. Every DOR report ready.

Grant Genie gives Transition Partnership Programs one place to enroll students, record Pre-Employment Transition Services, and produce the monthly and quarterly paperwork DOR asks for, without rebuilding spreadsheets each month.

Request a demo See how it works

Built for school districts, TPP providers and DOR vendors. Each agency gets its own workspace.

Service log · Riverbend USD TPPOctober
StudentServiceHours
J. AlvarezWork-based learning6.0
M. ChenJob exploration2.5
D. OkaforSelf-advocacy1.5
S. PatelWorkplace readiness3.0
Monthly DOR workbook Ready
Quarterly progress 3 notes due
Sample data for illustration
Built around the requirements

The five required Pre-ETS activities, tracked as you deliver them

Every session is tagged to the WIOA Pre-ETS activity it serves, so hours roll up by student, by category and by month on their own.

Pre-ETS 1

Job exploration counseling

Career interest inventories, labor-market research and informational interviews.

Pre-ETS 2

Work-based learning

Paid work experience, internships, job shadows and worksite tours, with employer details attached.

Pre-ETS 3

Postsecondary counseling

College, trade school and training-program planning, applications and visits.

Pre-ETS 4

Workplace readiness

Soft skills, independent living, financial literacy and transportation training.

Pre-ETS 5

Self-advocacy instruction

Disclosure, requesting accommodations, and peer mentoring.

How it works

From referral to quarterly report in three steps

1

Enroll students

Import your roster or add students one at a time. Eligibility documents, consent forms and IEP or 504 status live on the student record.

2

Log services as they happen

Job coaches record sessions from any device in under a minute: student, activity, hours and a short case note.

  • Group sessions logged once for every attendee
  • Work experience hours tied to the worksite
3

Generate the reports

At month end and quarter end, Grant Genie fills the DOR templates from your logs. Review, fix any flagged gaps, and export.

Reports

The paperwork your program already submits, filled in for you

Grant Genie works from the same templates your contract uses, so the output looks like what DOR expects to receive.

RosterOngoing

AWARE roster

Participant list kept in step with your enrollments and exits, ready to reconcile against AWARE.

BillingMonthly

DOR monthly workbook

Service hours by student and Pre-ETS category, totaled and laid out the way the workbook asks.

Work experiencePer placement

PWE report

Paid work experience hours, worksite, supervisor and wages pulled from the placement record.

OutcomesQuarterly

Quarterly Progress Report

Progress narratives drafted from case notes, with missing entries flagged before the deadline.

For districts and providers

One workspace per agency, the right view for each role

Program coordinatorsCaseload overview, upcoming deadlines, and report sign-off.
Job coaches & specialistsTheir own students, quick service entry and case notes.
District administratorsHours and outcomes across sites, staff access and contract totals.
Audit-ready

A record you can stand behind at monitoring time

Separate workspacesEach client agency's students and staff are kept apart from every other agency's.
Role-based accessStaff see only the students and records their role allows.
Change historyEvery edit to a service log or report shows who changed it and when.
Documents on fileSigned forms and eligibility paperwork attached to the student they belong to.
Founding partners

Now enrolling pilot programs for the 2026–27 school year

We're working closely with a small group of TPP programs to shape Grant Genie around real caseloads. Pilot partners help set the roadmap.

Apply to the pilot
Questions

Common questions

Who is Grant Genie for?

School districts, county offices and community providers that run a Transition Partnership Program or other DOR-funded Pre-ETS contract and need to document services for billing and compliance.

Do we have to change our report templates?

No. Grant Genie produces the AWARE roster, monthly workbook, PWE report and Quarterly Progress Report in the formats your program already uses.

Can several schools or sites share one account?

Yes. An agency workspace can hold multiple sites, with staff assigned to the students they serve.

How do we get our existing data in?

Send us your current roster and logs as spreadsheets and we'll import them during setup.

Request a demo

See your own program in Grant Genie

Tell us about your program and we'll set up a 30-minute walkthrough using a caseload that looks like yours.