The Vendor is required to provide web-based software system that will allow county community services to operate a paperless application and grant management module for department.
- The software must provide the following functionalities:
1. For county staff:
• Ability to create, customize and post grant opportunities.
• Ability to create, customize and post letters of intent and grant applications.
• Ability to receive, evaluate and score letter of intents and grant applications; ability to create workflows assigning staff members to review and score individual grant letters of intent and applications.
• Ability to create, customize and receive required grant forms including, but not limited to, agreements, requests for payment, tenant documentation, homeowner documentation, conflict of interest disclosure forms and other documentation required for grant submissions.
• Ability to create and customize web-based grant reporting templates.
• Ability to download all applications and supporting documents.
• Ability to generate detailed reports comprised of completed application data and applicant characteristics.
• Ability to request, receive and track uploaded documents.
• Ability to create, modify and maintain a "forms library" with frequently used forms that applicants and grantees can access.
• Ability to auto-generate email communication to applicants and grantees when items are due and updates are needed.
• Ability to develop and utilize e-mail templates and generate group e-mails from the software.
• Ability to structure a hierarchical approval of submissions for applications and documentation.
2. For applicant and grantee:
• Ability to share application responsibilities across agency staff (i.e., multiple staff can work on active applications).
• Ability to "check for completion" with submission blocked unless all required fields are complete.
3. Both:
• A communication portal which allows for tracked communication between county and applicant and grantee.
• Ability to receive training and technical support including time-sensitive technical support around application deadlines.
• Ability to have multiple, individual accounts created for each agency with access able to be limited based on staff function.
• Software should provide data security with records retained in the system and disaster recovery backup in place.
• Ability to see historical grant application activity (i.e. software ensures previously submitted applications are easily retrievable).
• Software should maintain an audit log to record activity in the system.
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