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- Community Development Platform
- Who it's for
- Grant operations
Grant operations
Grant operations teams work across case preparation, review, award decisions and later corrections. A funding case gives those stages a shared number, owner, program and status. Need lines describe the proposed use, while attachments and source references let a reviewer inspect the basis for the request. Review decisions sit against source revisions, so a changed request needs a new decision.
How Community Development Platform is set up for you
Case ownership
Program Officer prepares the case, its linked needs and its evidence before submission.
Independent decision
Independent Grant Reviewer records the outcome and reason for the assigned revision.
After the award
Operation runs and receipts trace the delivered action; follow-up actions hold unresolved obligations.
Grant operations teams work across case preparation, review, award decisions and later corrections. A funding case gives those stages a shared number, owner, program and status. Need lines describe the proposed use, while attachments and source references let a reviewer inspect the basis for the request. Review decisions sit against source revisions, so a changed request needs a new decision.
Select one grant program with a documented policy reference and a defined reviewer pool. Enter a case whose evidence is complete, one that needs a returned review and one with an executed delivery. Decide how a case number maps to external grant correspondence. Test that the preparer cannot approve their own revision and that a direct attempt to edit the review decision is denied for the Program Officer.
For a community space request, record the requested items as separate need lines, including quantity and amount where known. The reviewer can return the case if the attachment does not support an item. After correction, a successor revision receives its own review. Once the case is decided, trace any delivery to an operation key, attempts and a receipt. If the provider result is unknown, keep the action under investigation and assign follow-up. Retain the earlier evidence even if a later revision changes the planned award.
Features to start with
Follow-up and corrections
Assign unresolved work while retaining earlier decisions and delivery evidence.
Programs and organizations
Define the organization and program that give every funding case its context.
Funding cases
Keep a request, its owner, program and current decision state in one case workspace.
Roles on the team
- Program Officer
- Prepares assigned work: record entry on Funding Cases, Community Needs, Follow Up Actions and Record Attachments, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
- Independent Grant Reviewer
- Reviews independent assigned work: record entry on Review Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
Set up Community Development Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.