Comments

• @AbbeyCameron this almost fits the description of our foundational review process to a tee. I've found it useful to create a checklist of due diligence items that need to be reviewed to avoid missing any crucial steps (i.e. checking their info on Guidestar for compliance, missing uploaded documents/follow ups, if they have…

  in Grant Review Practices Comment by TramKieu April 2021
• Thanks @LisaBoxWilliams! We ended up adding more direct language in the follow up forms so that people weren't bypassing protocols. We also ended up creating a FAQ sheet with step by step directions which also really helped with troubleshooting errors.

  in Shifting grant agreement process to electronic signatures, Collaborator and integrity Comment by TramKieu April 2021
• We also looked into using DocuSign and Adobe. After researching and deliberating, we decided to stick to using Foundant's Collaborator feature for grantees to provide e-signatures. We decided to keep the workflow in Foundant as to avoid using another service to add to the various programs/processes we already have. It was…

  in Electronic Signatures Comment by TramKieu May 2020