Set up a Grant Program in Grants Management

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.

Table 1. Playbook stages

Task	Description
Intake	Define key details regarding the grant program. Applicants submit required forms and eligibility is verified.
Screen	Build the program announcement. Acts as a checkpoint for eligibility verification and provides you with an opportunity to review the grant details.

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.

Grants Management Program Setup stages are listed in the following table.

Table 2. Playbook stages

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.