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- Grant Management Platform
- Process
- Funding activity and closeout
Funding activity and closeout
Keep award decisions, dated fund events and eventual case closeout distinct.
Step by step
-
Inspect award Program Manager
Check the award amount, date and reviewer reason.
- Check the award amount, date and reviewer reason.
- Updates Funding cases, Review decisions
-
Record events Finance Officer
Attach dated pledges, receipts and later movements to the case.
- Attach dated pledges, receipts and later movements to the case.
- Updates Fund events, Funding cases
-
Reconcile activity Finance Officer
Compare provider references with the case history.
- Compare provider references with the case history.
- Updates Fund events, Operation receipts
-
Close case Program Manager
Review evidence and completed activity before closing.
- Review evidence and completed activity before closing.
- Updates Funding cases, Record attachments
Who does what
Roles and permissions- Program Manager
- , Finance Officer.
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