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Programming Information

Understanding Min Match and Effective Match

Updated today

What is this?

The Programming Information section shows two values at the top of the funding table:

  • Min Match % – the required match for the project

  • Effective Match % – the match currently applied based on entered funding

These values update automatically based on the funding rows in the table.

Programming Information Overview

The system uses your funding data (and, if used, the Match Calculator) to:

  • Apply match percentages

  • Split funding correctly

  • Calculate Min Match % and Effective Match %

You can use the Match Calculator or manually add and edit funding rows.

Where does the Match % come from?

Each funding row has a Match %, which:

  • Is tied to the selected Fund Type

  • Is configured by an Admin in Admin Panel → Fund Type Details

  • Comes from the Minimum Required Match % field

You may edit funding rows manually, but the required Match % is driven by the Fund Type.

Min Match %

Example 1: All fund types use the same Match %

If all funding rows use fund types with the same Match %:

  • That value is shown directly as the Min Match %

Example

  • Federal Fund A: $800,000 federal – 20% match

  • Federal Fund B: $200,000 federal – 20% match

Min Match % = 20%

Example 2: Different fund types with different Match %

If multiple fund types have different Match % requirements, the system calculates a weighted Min Match %.

Example

  • Federal Fund A: $800,000 federal – 20% match ($1,000,000 programmed)

  • Federal Fund B: $450,000 federal – 10% match ($500,000 programmed)

Calculation

1 Min Match % =

2 ((800,000 × 20%) + (450,000 × 10%)) ÷ 1,250,000

3 = (160,000 + 45,000) ÷ 1,250,000

4 = 205,000 ÷ 1,250,000

5 = 16.4%

Min Match % = 16.4%

Effective Match %

The Effective Match % shows how much match is actually applied based on total funding entered.

Example

  • Federal funding: $1,250,000

  • Non‑Federal funding: $250,000

Calculation

1 Effective Match =

2 Non-Federal ÷ (Federal + Non-Federal)

3 = 250,000 ÷ 1,500,000

4 = 16.67%

Effective Match % = 16.67%

Comparing Min Match vs Effective Match

Using the examples above:

  • Min Match %: 16.4%

  • Effective Match %: 16.67%

Key things to remember

  • Min Match % = required match based on fund type rules

  • Effective Match % = actual match applied so far

  • Match % values come from Fund Types

  • Match Calculator is optional — manual entry is always allowed

Quick Tips

Why is my Effective Match % lower than my Min Match %?

This usually means the project does not yet have enough non‑federal funding entered.

Common reasons:

  • Non‑federal funding has not been added yet

  • Funding rows exist but amounts are still $0

  • Match Calculator has not been used, and funding was entered manually

Solution: Add or update non‑federal funding until the Effective Match % meets or exceeds the Min Match %.

Why is my Effective Match % higher than my Min Match %?

This means the project has more non‑federal funding than required.

This is allowed and can happen when:

  • Extra local or state funding is included

  • Funding was added before finalizing federal participation

✅ No action is required unless your agency wants to rebalance funding.

Why did my Min Match % change?

Min Match % can change when:

  • A new Fund Type with a different Match % is added

  • Federal funding amounts are adjusted

  • Funding rows are added or removed

Because Min Match % is weighted, larger changes to funding amounts can noticeably affect it.

Why doesn’t editing a funding row change the Min Match %?

Min Match % is driven by:

  • Fund Type Match %

  • Federal funding amounts

It is not controlled by:

  • Manual edits to non‑federal amounts

  • Effective Match %

  • Row order in the table

✅ To change Min Match %, the fund mix or federal amounts must change.

When should I check each value?

  • ✅ Check Min Match % to understand the required match

  • ✅ Check Effective Match % to confirm whether the requirement is currently met

Both should be reviewed before:

  • Submitting a plan revision

  • Finalizing funding

  • Running reports

Need help?

If you have questions or would like a walkthrough, please contact your helpdesk team for assistance or a demo.

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