Foundation Portal
Our Foundation Portal
offers a pre to post-award suite of features that
makes charitable giving simple, centralized and accessible
foundation PORTAL
Feature overview
- Funds tracking via individual awards/appropriations
- Create detailed funding announcements
- Configurable Budget and Project Plan (KPI) templates
- Configurable Applicant and Reviewer questions
- Announcement review and approval workflow
- Self created Applicant profiles
- Multi-submission announcement options
- Supports multi-year Budget and Project Plan submission
- Upload supporting documentation
- Configurable review parameters
- Facilitates individual, cycle and/or panel reviews
- Scoring by applicant question
- Allows negotiations
- Full reporting by review
- Grant Award to pre-defined parameters
- Automated grant creation (for customers also using Dynamics 365 Post Award)
- Facilitates Agreement DocuSign (for customers also using Dynamic 365 Post Award)
- Specify multiple funding sources for projects or programs, including partner contributions
- Execute Agreements using Docusign
- Manage Primary and Secondary grants
- Manage Grant documentation
- Schedule payments to grantees
- Schedule Reporting back to funder using configurable templates
- Extensive in-built Portfolio Reports
- Configurable email notification and letter templates
Funders & Funds Management
Announcements
Applicant Portal
Applications & Proposals
Review Management
Awards
Portfolio Reports
Multi-Funder Projects
Agreements
Sub-Recipient Management
Report Scheduling
Document Management
Payment Scheduling
Templates
Audit Ready
Language Localization
Accessibility Compliant
Mobile Responsive
Secure
This stand-alone Portal can be hosted by you or GrantVantage on Microsoft Azure. Easily configure and post funding priorities and RFP’s. Receive and review proposals regardless of size and complexity.
Funders & Funds Management
Funders & Funds Management
- Know who your Funders are by capturing Funder Organization details
- Track specific funding by creating individual Funder Awards/ Appropriations, and associating to one or many Program Funds
- Stay informed via real time views of how funding is distributed across different Announcements
Announcements
Announcements
- Create detailed opportunity announcements from new or from saved templates
- Allocate funding from one or many Program Funds for full funding requirement traceability
- Set specific application requirements, including fully configurable:
- Announcement Narrative, including graphics and relevant attachments
- Multi-year Budget template, including optional calculations and budget narrative
- Multi-year Project Plan (KPI) template, including goals, objectives, performance measures and activities
- Applicant questions, from an extensive range of configurable question types
- Reviewer question options, providing specific instructions to reviewers
- Control quality via announcement review and approval workflows
- Save time with publication automation
Applicant Portal
Applicant Portal
- Control information visible to Applicant
- Provide autonomy to Applicants:
- Self created, secure Applicant Profiles
- Self manage organization users, including designating ‘Confidential’ or ‘Standard’ role profiles
- Full visibility of available Grant Funding Announcements
- Document storage for all relevant Applicant Documentation
- Communicate with Applicants within the solution
Applications & Proposals
Applications & Proposals
- Control submission parameters (eg. multi-submission announcement options)
- Received applications are validated to comply with your configured requirements:
- Check all required questions are answered
- Budget is included
- Project Plan is included
- All necessary attachments uploaded
- Facilitate application returns
Review Management
Review Management
- Maintain a database of Reviewers
- Guide your Reviewers by configuring response questions to sections or specific applicant questions, including optional scoring
- Maintain review quality by facilitating individual, cycle and/or panel reviews
- Directly compare applications by score tallying and other detailed review reports
Awards
Awards
- Support Applicants by entering into a negotiation cycle
- Simplify Awards based on pre-defined parameters
- Save time through automated grant creation (for customers also using Dynamics 365 Post Award)
- Maintain critical artifacts
- Electronically sign Agreements (for customers also using Dynamics 365 Post Award) using Adobe or DocuSign
- Maintain real time views of how funding is distributed across Portfolios, Programs or Awards
Portfolio Reports
Portfolio Reports
Maintain transparency via an extensive list of included standard Portfolio Reports:
- Overview Dashboard
- Application
- Application Question
- Awarded Project
- Organizations
- Contacts
- Fund
- Funding Announcement
- Program
- Program Fund
- Allocation
- Review
Multi-Funder Projects
Multi-Funder Projects
Manage awarded projects:
- Award multiple streams of funding into a single project
- Capture critical project metrics
Agreements
Agreements
- Upload and file agreement documentation for secure storage and retention
- Save time by creating custom documents and templates with merge fields from project data
- Send forms and documents out for signature with DocuSign for streamlined contract and award signature processes. Signed documents will already be saved with project data for easy storage and safe keeping.
Sub-Recipient Management
Sub-Recipient Management
Gain efficiency by allowing sub-recipients to access their projects directly within the system:
- Payment requests
- Report submission
Report Scheduling
Report Scheduling
- Meet funder obligations quickly and easily by setting reporting periods and configurable reports
- Receive automatic notifications for financial or performance report due dates by setting the number and frequency of notifications
- Store submitted reports in the Report Schedule
Document Management
Document Management
- Easily locate all grant documents, agreements and other important artifacts in one central location
- Organizations can feel secure knowing where information is stored whenever new reporting requirements or audits occur
Payment Scheduling
Payment Scheduling
- Ensure integrity by linking reporting requirements to payment requests
- View planned vs actual payments for overall project
- Facilitate ‘check requests’ to financial processing
Templates
Templates
Personalize templates to suit your organization:
- Automated email notifications
- Award/Decline Letter templates
- Workflows
Standard Features
Audit Ready
Support best practice through system Auditing.
Auditing can be configured at three levels: organization, entity, and attribute. When enabling the standard audit feature, all entity attributes are enabled by default, however individual entities can be explicitly disabled on any or all of the attributes as needed. After enabling auditing, you can export and view the data change history. After review of the data change history logs, you can delete the audit logs for a specific period, within a specific date range, or in the entirety.
Language Localization
Support diversity through Language Localization.
Configure Language Localization to allow applicant users to select from up to five different languages (including but not limited to English, Spanish, Vietnamese, Chinese, Tagalog, Arabic, French, Korean) to view the announcement and respond to applicant questions. System administration functions can be set to one of the above mentioned languages.
Accessibility Compliant
Support inclusivity through Accessibility.
GrantVantage complies with:
- Section 508 Voluntary Product Accessibility Templates
- Web Content Accessibility Guidelines (WCAG) 2.0
- WorkfEU accessibility requirement EN 301 549 for public procurement of ICT products and serviceslows
Mobile Responsive
Support flexibility through Mobile Responsive design.
Flexible grids and layouts allow applicants to work ‘on the go’
Secure
Piece of mind via world class security.
The GrantVantage Funder Portal Application platform includes the following authentication, authorization, and security features:
- Data encrypted both at rest and in transit using the AES-256 standard
- LDAP/Active Directory login support
- Azure Active Directory Federation Authentication
- National Institute of Standards and Technology (NIST) password compliance
- Two Factor Authentication (email, SMS, Google Authenticator)
- Automated User Lockout
- Password complexity settings
- Automatic Cross-Site Request Forgery (CSRF) protection
- Protection against cross-site scripting, SQL injection, and open redirect attack
- Document security