The funding agreement created for each applicant by the Program Manager is then sent to team members with Approver role. Roles are assigned when creating the funding program.
Note: Unlike with applications and Assessment Panel approval, in which all Assessment Panel members must weigh in, only one approval is required for this step. If there are multiple team members with Approver role, approval can be completed by any approver.
There are several ways an approver can access this task:
- When a funding agreement approval is requested, you will receive an email notification. Click the link in the email to go straight to the agreement stage in SurePact.
- When a funding agreement is requested, the relevant task will be listed in your Tasks widget on the Homepage.
- Open your Funding Programs summary and double-click the related funding program.
The current stage will be Funding Agreement, and Recipients with a funding agreement created by the Program Manager will have Pending Approval status.
To complete the approval for an applicant whose approval is pending, click the organisation’s Action icon.
Look over the agreement and check all fields. If all looks good, select Review to enter your review comments and select Approve or Reject.
Note: If you click Reject, the funding agreement will be assigned back to the Program Manager for revision.
Approving the agreement updates the status to Approved, adds the approval date, and updates the cards above the table.
The Program Manager is then notified of the review outcome and, if approved, will Submit to Recipient the approved agreement.
Once the Recipient signs and accepts the agreement, the next stage of the funding program workflow is Deliverables & Disbursement.