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

• 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

• 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

• Control submission parameters (eg. multi-submission announcement options)
• Received applications are validated to comply with your configured requirements, including:
  • Check all required questions are answered
  • Budget is included
  • All necessary attachments uploaded
• Facilitate application returns

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

• 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

Maintain transparency via an extensive list of included standard Portfolio Reports:

Templates

Personalize templates to suit your organization:

• Automated email notifications
• Award/ Decline Letter templates
• Workflows

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.

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.

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

Support flexibility through Mobile Responsive design.

Flexible grids and layouts allow applicants to work ‘on the go’

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