Note: This step is completed by the Program Manager, who selects and completes the funding agreement template. A team member with the Approver role will then approve (or reject) the funding agreement.
Each Recipient with an approved allocation is added to the Funding Agreement list. Initial status is Created, which means the funding agreement can be configured and sent out.
This agreement spells out what is expected from both parties throughout the funding engagement. Customising your agreement can be done, by a Customer Admin user from your organisation, in Administration > Template Builder.
To get started, click the applicant’s three-dot icon.
Before proceeding, you’ll need to agree to SurePact’s funding agreement disclaimer. This states that it’s your responsibility to ensure legality, and that SurePact is not liable for any future agreement-related disputes between parties.
The first step is to choose the funding agreement template and select Next.
On the left, complete the template fields as needed. Some fields are already filled in and grayed out, referencing input's you've already entered for the program. Be sure to complete each required field, specifying any amounts, dates, signatures, etc.
💡Tip: If you need to change to a different Funding Agreement template, select Back to template selection.
Once the agreement is updated and ready to review (by a chosen approver, via Select Approver), select Request Approval.
The status is now Pending Approval.
Pending approvals are handled by team members with Approval role.
Once the approver approves the agreement, you will receive a notification advising you can submit the completed agreement to the Recipient. Open the agreement once more and select Submit to Recipient.
