Using Grants Management
Summarize
Summary of Using Grants Management
Grants Management for Public Sector Digital Services enables government agencies to set up, award, and apply for grants efficiently. Grants provide financial funding to individuals or organizations to support public good initiatives. This packaged application includes built-in playbooks and workflows that guide agencies through managing their entire grant portfolio, from program setup to proposal intake and screening.
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Grants Management Program Setup Playbook
This playbook assists grant program managers in creating and managing grant programs with a step-by-step guided process. It covers defining key program details, budgets, milestones, and eligibility criteria, then creating and publishing grant announcements securely with role-based access control. Each grant program corresponds to a product model record within the system.
- Define Program: Establish milestones, internal teams, eligibility criteria, budgets, and review frameworks.
- Create Program Announcement: Define required forms, terms, budget categories, and external contacts, with options for review.
- Configure Application: Assemble application elements such as eligibility criteria, applicant data collection, and budget limits.
- Publish Opportunity: Set announcement removal and proposal close dates, then publish to the Grants Management Portal.
Grants Management Intake and Screening Playbook
This playbook supports the pre-award phase by guiding the intake and screening of grant proposals. It simplifies the process of submitting, tracking, and verifying applications with features like save/resume and export functionality.
- Intake: Applicants submit required forms and eligibility is verified.
- Screen: Serves as an eligibility checkpoint and allows review of grant details before proceeding.
Grants Proposal Playbook
This playbook guides agents through reviewing, scoring, and deciding on grant proposals submitted by individuals or organizations. It ensures a structured approach to proposal evaluation aligned with the grant program.
- Intake: Collect and verify applicant information and eligibility.
- Screen: Verify eligibility and review detailed grant information as a checkpoint.
Key Benefits for ServiceNow Customers
- Streamlined end-to-end management of grant programs and proposal workflows.
- Role-based access protects sensitive information during grant setup and management.
- Guided playbooks simplify complex grant processes, reducing errors and improving efficiency.
- Visibility into the full lifecycle of grants, from announcement to award decisions.
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. Agencies 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. |