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