The Vendor is required to provide a web-based wellness grant management system to support the administration of agency annual wellness grant program.
- Objectives
• Streamlines grant application submission for participating districts.
• Supports administrative review and approval workflows.
• Tracks funding allocations and reimbursements.
• Improves communication and deadline management.
• Enhance reporting and program visibility.
• Maintains appropriate audit and compliance documentation.
• Reduces reliance on manual spreadsheets, paper forms, and email-based workflows.
- Functional requirements
A. Grant administration
• The system shall support the creation and management of annual grant cycles, including district-level funding allocations.
• The system shall provide visibility into participation status of each entity and available funding balances.
B. Application and document management
• The system shall allow for electronic submission of grant applications and required documentation.
• The solution shall support draft functionality, submission tracking, revision capability, and status visibility for applicants and administrators.
C. Review and approval workflow
• The system shall include administrative tools to review, approve, modify, return for revision, or deny submissions.
• The solution shall support workflow tracking and communication between applicants and administrators throughout the review process.
D. Reimbursement and financial tracking
• The system shall support electronic submission and tracking of reimbursement requests.
• The solution shall provide monitoring of approved budgets, payments issued, and remaining funding balances at both the district and program levels.
E. Reporting and program visibility
• The system shall provide dashboard and reporting tools offering program-level and district-level visibility into grant activity and fund utilization.
• Reporting functionality shall allow for exportable formats.
F. Communication and security
• The system shall include notification functionality for status updates and deadlines.
• The solution shall incorporate role-based access controls, secure authentication, and appropriate audit or activity tracking.
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