Set up a Grant Program in Grants Management
Summarize
Summary of Set up a Grant Program in Grants Management
The Grants Management Program Setup in ServiceNow enables grants program managers to efficiently create, publish, and manage grant programs using a guided, step-by-step process. Designed specifically for managing grant programs within an agency, this setup minimizes errors through built-in business logic and ensures sensitive information is protected via role-based access management. The solution includes a structured playbook that visualizes the entire lifecycle of grant program setup, helping managers handle all essential configurations before accepting grant applications.
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Key Features
- Guided Setup Process: Program managers are led through a series of stages to define key program details, establish milestones, set eligibility criteria, configure budgets, and outline performance metrics.
- Merit Review Configuration: Define merit review due dates, review frameworks, scoring rubrics, and manage the internal review team.
- Program Announcement Creation: Build formal solicitations that include required forms, terms and conditions, budget categories, and designate external points of contact.
- Application Configuration: Set up application components such as eligibility and screening criteria, applicant data collection, and budget constraints.
- Publishing and Lifecycle Management: Define proposal close and announcement removal dates, then publish the opportunity to the Grants Management Portal for applicants.
- Role-Based Access: Protect sensitive grant program information by controlling access based on user roles.
- Playbook Integration: Utilize a structured playbook that outlines four stages with detailed activities, helping program managers manage the entire grant setup lifecycle effectively.
Key Outcomes
- Streamlined and error-minimized grant program creation tailored to agency requirements.
- Clear visibility and control over all aspects of grant programs from initial setup through publication.
- Enhanced security and compliance through role-based access controls.
- Improved applicant experience by publishing well-defined and structured grant opportunities.
- Comprehensive management of grant portfolios leveraging built-in workflows and playbooks.
Design and configure a grant program before accepting applications from applicants or their liaisons. With Grants Management Program Setup, grants program managers can set up and manage grant programs with guided steps.
Define key details regarding the grant program. Agencies establish milestones, internal program team members, eligibility criteria, budgets, and key performance metrics. Grants program managers define merit review due dates, review framework, scoring rubric, and the internal review team.
Make it effortless for Grant Program Managers to create, publish and manage grant programs. Minimize errors with a guided process including built-in business logic. Protect sensitive information with role-based access management.
Grants Management is a packaged application, with playbooks and workflows built in to support an agency's grant portfolio at multiple levels.
The workflows for a type of case and the activities that you must complete to resolve these cases are outlined in the playbook. By using a playbook, you can visualize the entire life cycle of the Grants Management setup workflow.
A grant announcement is a formal solicitation issued by a funding organization. It details the objectives, eligibility criteria, funding amounts, and application procedures for a specific funding opportunity. Grants Management Program Setup Playbook walks grants program managers through the process of creating and building out a grant program announcement.
Grants Management Program Set Up allows you to set up and manage grant programs with guided steps to create, publish, and, manage different grant programs under your agency, making sure to protect sensitive information with role-based access management.
Like other Public Sector Digital Services playbooks, this playbook contains four stages, and several activities in each stage. However, since this playbook is designed specifically for grant program managers create net new grant programs, it guides the program manager through the process of creating a grants program, from defining key details, to defining budget and milestones, to publishing it to the agency's Grants Portal.
Each grant program creates a product model record.
| Task | Description |
|---|---|
| Define program | Define key details regarding the grant program. Agencies link the grant program to a funding program, establish milestones, internal program team members, eligibility criteria, budgets, and key performance metrics. Grants program managers define merit review due dates, review framework, scoring rubric, and the internal review team. |
| Create program announcement | Build the program announcement. Define the required forms, terms and conditions, required budget categories, and external-facing point of contact. Provides you with an opportunity to review the grant details. |
| Configure application |
A grants program manager puts together an application, which includes eligibility and screening criteria, the collection of applicant information data, budget limitations, and other crucial information. |
| Publish opportunity |
Define announcement removal and proposal close dates and publish the program announcement to the Grants Management Portal. |