Review and Approve a Funding Request

Review and approve Funding Requests submitted by a grant program manager and approve or reject the batch.

Before you begin

Role required: sn_svc_appl_pgm_mg.grant_program_director

• You must be assigned as the approver for the grant program's approval workflow.

• Funding Requests are accessed from the Grants Workspace. Funding requests don't appear in the standard My Approvals module.

About this task

When a grant program manager submits a Funding Request, the Grant Program Director is notified in the workspace and by email that a new funding request is ready for review.

Procedure

Review a Funding Allocation Request

1. Navigate to All > Public Sector Workspace.
2. Navigate to Lists > Funding allocation requests and select My requests.

   Alternatively, open the Funding Allocation Request notification from the notification icon in the menu bar.

3. Open the funding request you want to review.
4. Review the Request Info section, which displays the approver, the current state, and the grant program manager's recommendation reason.
5. Review the Overview panel, which displays the Total Program Budget, the Submitted Allocation, the count of proposals recommended for funding, and the count recommended for decline.
6. Review and verify the proposed allocated budget against the requested budget, the applicant type, the final score, and the rank.

Approve the funding request

7. After reviewing all proposals, select Approve or Reject.

   When you approve a funding request, the funding request transitions to Accepted state. Proposals recommended for funding transition to Funding confirmed or Decline confirmed and proceed to result notice generation and contracting. Proposals recommended for decline transition to Decline confirmed and proceed to rejection letter generation. Budget figures are updated, where the amounts move from Pending Funding Approval to Approved for Funding in the Spending Overview. The grant program manager is notified and can begin releasing result notices to applicants.

Reject the funding request

8. If you disagree with the grant program manager's recommendations, select Reject.
9. In the Activity Stream or Work Notes, you must provide a rejection reason to help the grant program manager understand what to revise.
   When you reject a funding request, the funding request transitions to the Rejected state. All proposals in the batch revert to Returned status, regardless of whether they were on the funding or decline track. The returned proposals remain in the Returned state in the grant program manager's working queue. All budget held against the funding request is released back to Remaining Budget. The grant program manager is notified and can revise recommendations and resubmit in a new funding request.

   Important:

   Rejecting a funding request returns the entire batch. You can't selectively approve some proposals and reject others within the same funding request. If you need partial approval, ask the grant program manager to split the proposals into separate funding requests before submission.