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 grant program managers to design, configure, and manage grant programs efficiently before accepting applications. This guided process helps agencies define essential program details, establish milestones, set eligibility criteria, manage budgets, and define performance metrics. It also includes defining merit review schedules, review frameworks, scoring rubrics, and internal review teams.
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The solution protects sensitive grant information through role-based access management and minimizes errors by incorporating built-in business logic within the setup workflow.
Key Features
- Guided Setup Workflow: A playbook guides grant program managers through creating and managing grant programs step-by-step, visualizing the entire lifecycle of the setup process.
- Playbook Stages: The setup is divided into four main stages:
- Define program: Link the grant to funding programs, establish milestones, set eligibility, assign internal teams, define budgets, and set performance metrics.
- Create program announcement: Build the official grant announcement including required forms, terms, conditions, budget categories, and external contact points.
- Configure application: Assemble the application details such as eligibility, screening criteria, applicant data collection, and budget limits.
- Publish opportunity: Set announcement removal and proposal close dates, then publish the grant opportunity to the Grants Management Portal.
- Role-based Access Management: Ensures sensitive information is accessed only by authorized personnel.
- Integration with Grants Portal: Grants program announcements are published for applicants to view and respond to.
Practical Benefits for ServiceNow Customers
- Streamlines the complex process of setting up grant programs with a structured, error-minimizing approach.
- Improves transparency and control by defining clear roles, responsibilities, and review processes.
- Facilitates compliance and governance by linking grants to funding programs and defining eligibility criteria upfront.
- Enhances applicant experience by publishing clear, detailed announcements and managing application configurations effectively.
- Supports multi-level grant portfolio management through built-in workflows and playbooks tailored for public sector agencies.
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.
| 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.
| 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. |