PRE-AWARD
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Opportunity Research |
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Search multiple data sources for funding opportunities |
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Narrow search by key parameters |
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Save searches and opportunities |
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View a history of the opportunity within the organization |
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Review and approve opportunities to pursue |
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Create a grant record from an opportunity |
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Enroll an opportunity into a grant workflow |
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Receive announcements for relevant opportunities |
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Planning |
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Identify strategic program goals |
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Build proposed program budget |
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Store completed application and supporting documents |
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Review and approve the grant application at various stages |
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Manage portfolio of open funding opportunities |
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Set reminders and alerts of key submission dates |
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Store key communications, notes, contacts, and funder documents |
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Submission Tracking |
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Track submission status |
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Report on grant solicitation success rates |
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Fund Management |
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Define fund details and security |
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Add custom data collection forms and extend existing forms |
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Define income sources and track committed funding and income |
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Track awards, obligated funds, disbursed funds, and available balances |
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Opportunity Creation |
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Define grants program, goals, eligibility requirements, timeline |
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Design and prepare grant application forms and validation and scoring rules |
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Define internal review and scoring processes and workflows |
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Define funding parameters |
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Publish grant program to public portal |
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Application Intake |
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Provide web portal for applicants |
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Enable collaboration between grantor and grantee during application process |
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Capture applicant responses and attachments |
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Validate grant applications |
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Manage all recipient organizational and individual contact information |
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Application Evaluation |
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Enroll applications into appropriate review workflows |
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Assign applications to internal and external reviewers |
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Allow reviewers to access all assigned applications and all application materials |
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Allow reviewers to score applications within defined scoring parameters |
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Monitor reviewer activity and enforce review timelines |
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Calculate application scores from all reviewers |
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Support other interval review/approval processes |
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Support applications changes due to grantor recommendation, recipient appeals, etc. |
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Award Creation |
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Create and define basic award information including recipient organization and awarded amount |
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Notify recipients of award |
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Provision recipient post-award reporting portal accounts |
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Create award letters |
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Finalize recipient post-award budget, program performance, and reporting requirements |
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Store finalized contract and grant agreements |
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Get in touch.
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POST-AWARD
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Award Management |
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Negotiate contract and amend submission budget and performance plan |
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Store final executed contracts and other key award documents |
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Grants Administration |
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Capture program, financial, and award details |
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Configure grant security and settings |
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Add custom fields using forms and form extensions |
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Track time and effort for funded staff |
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Certify staff time and effort reports |
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Close grant periods and report against plan |
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Generate and submit ongoing financial and performance reports to the funder |
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Amend program goals, period of performance, budget, or award amount |
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Access standard grant forms and tools, documents, and reporting templates |
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Stay current with real-time grant news and webinars |
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Review industry standard grants management publications |
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Perform organization-specific business process at various stages of the grant lifecycle |
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Performance Management |
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Manage performance plan with key performance goals and strategies |
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Assign performance goals and tasks to appropriate users |
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Track program achievements against performance plan goals over the life of the grant |
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Budget Management |
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Manage post-award budget |
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Assign budget responsibilities to appropriate users |
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Manage direct costs, indirect cost rate, and matching funds |
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Create and/or import expenses from internal financial system |
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Interface with enterprise financial management and human resources systems |
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Automatically route imported expenses to the correct grant and budget category |
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Payment Management |
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Generate payment requests for advances and reimbursements |
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Document and validate receipt of payments |
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Report on cash flow and current grant balances |
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Track utilization of award funds, indirect costs, and matching funds |
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Review payment requests |
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Authorize payments to recipients |
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Track payment information to recipients |
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Monitor fund balances |
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Initiate refunds |
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Track receipt of refunds |
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Report on fund and grant balances and cash flow |
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Recipient Management |
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Create sub-awards and assign to recipients |
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Manage recipient contacts |
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Assign budgets and performance plans to recipients |
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Incorporate recipient budget into overall grant budget |
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Monitor recipient performance and reports |
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Review and approve recipient payment requests |
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Record payments to recipients |
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Projects |
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Define project details, duration, and associated grants |
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Combine multiple grants to fund a single project |
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Split a grant to fund multiple projects |
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Configure project security and settings |
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Collect additional data points using custom fields |
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Monitor project budgets and expenses |
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Monitor project goals and progress |
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Grant Closeout |
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Create final program and budget reports for funder |
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Reconcile and account for all grant and matching funds |
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Generate final payment requests or refunds |
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Perform organization-specific closeout tasks and gather required approvals |
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Identify grant as closed and store any final documentation |
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Award Administration |
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Review periodic reporting |
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Monitor overall program performance |
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Review amendment requests |
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Communicate with recipients |
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Capture custom program data |
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Award Closeout |
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Collect and review final reports |
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Execute final payment/refund |
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Reconcile funds |
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Close out grant agreement |
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Support additional closeout processes |
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