Using Grants Management
If you're a government agency, you can use Grants Management for Public Sector Digital Services to set up and award grants, apply for them, or both.
Grants are financial funding provided to individuals or organizations for a particular purpose, usually to fund initiatives that serve the public good.
Grants Management is a packaged application, with playbooks and workflows built in to support an agency's grant portfolio at multiple levels.
The workflows for a type of case and the activities that you must complete to resolve these cases are outlined in the playbook. By using a playbook, you can visualize the entire life cycle of the Grants Management setup workflow.
Grants Management Program Setup Playbook stages
A grant announcement is a formal solicitation issued by a funding organization. It details the objectives, eligibility criteria, funding amounts, and application procedures for a specific funding opportunity. Grants Management Program Setup Playbook walks grants program managers through the process of creating and building out a grant program announcement.
Grants Management Program Set Up allows you to set up and manage grant programs with guided steps to create, publish, and, manage different grant programs under your agency, making sure to protect sensitive information with role-based access management.
Like other Public Sector Digital Services playbooks, this playbook contains four stages, and several activities in each stage. However, since this playbook is designed specifically for grant program managers create net new grant programs, it guides the program manager through the process of creating a grants program, from defining key details, to defining budget and milestones, to publishing it to the agency's Grants Portal.
Each grant program creates a product model record.
| Task | Description |
|---|---|
| Define program | Define key details regarding the grant program. Agencieslink the grant program to a funding program, establish milestones, internal program team members, eligibility criteria, budgets, and key performance metrics. Grants program managers define merit review due dates, review framework, scoring rubric, and the internal review team. |
| Create program announcement | Build the program announcement. Define the required forms, terms and conditions, required budget categories, and external-facing point of contact. Provides you with an opportunity to review the grant details. |
| Configure application |
A grants program manager puts together an application, which includes eligibility and screening criteria, the collection of applicant information data, budget limitations, and other crucial information. |
| Publish opportunity |
Define announcement removal and proposal close dates and publish the program announcement to the Grants Management Portal. |
Grants Management Intake and Screening Playbook stages
The Grants Proposal Workflow in Public Sector Digital Services Grants Management provides a structured process for managing grant proposals from submission for the pre-award phase.
Grants Management proposal flow contains four stages, and several activities in each stage. With a guided intake setup, including save, resume, and export functionality, Grants Management Intake and Screening aims to simplify finding, applying for, and tracking grants, with tools for agents to streamline the screening of submissions.
| Task | Description |
|---|---|
| Intake | Define key details regarding the grant program. Applicants submit required forms and eligibility is verified. |
| Screen | Build the program announcement. Acts as a checkpoint for eligibility verification and provides you with an opportunity to review the grant details. |
Grants Proposal Playbook stages
A grant proposal is the formal submission prepared by an individual, non-profit, or organization seeking funding for a specific project or initiative. The Grants Management workflow provides agents with a playbook that guides them step-by-step through reviewing, scoring, and deciding on proposals submitted by individuals to a specific grant program that is has been made available. Grants "proposal" and grants "application" are used interchangeably.
| Task | Description |
|---|---|
| Intake | Define key details regarding the grant program. Applicants submit required forms and eligibility is verified. |
| Screen | Build the program announcement. Acts as a checkpoint for eligibility verification and provides you with an opportunity to review the grant details. |