SHARED PLATFORM COORDINATOR PROCESSES
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Award (Grant) Management
- 1. a) Proposals - Preparation Stage
- 1. b) Proposals - Standard MakeWay Application Responses
- 1. c) Proposals - Supporting Documentation
- 1. d) Proposal and Reports - Submission
- 2. a) Grant Notification - Declines and Approvals
- 2. b) Grant Notification - Grant Agreement Letters (GAL)
- 2. c) Grant Notification - Countersigned Agreements
- Review and Signing Authority
- Grants from MakeWay Foundation
- Proposals submitted via MakeWay Foundation
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Salesforce - Accounts / Contacts
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Salesforce - Basic Concepts
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Salesforce - Funds
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Salesforce - Opportunities and Related Objects
- Opportunity Creation and Maintenance
- Example Opportunity - Proposal Submitted
- Example Opportunity - Confirmed
- Updating Opportunity Stages when a Proposal is Awarded or Declined
- Revenue (Award) Codes
- Renewing Opportunities
- Primary and Receipt Contact Process
- Tasks (Report Deadlines)
- Payments and Payment Allocations
- Payments - Opportunities and Payments Related to Invoices
- Payments - Multi-year Agreements with Claims/Invoices
- Services-In-Kind Opportunities
- Intra-company Grants
- Updating Revenue Notification Recipients
- Funds through Intermediaries
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Salesforce - Project Community Portal
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Salesforce - Reports
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BC Lobbying
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Date Cleanup
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Document Management
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Insurance
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Police Reference and Vulnerable Sector Checks
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Project and People Onboarding and Offboarding
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Revenue Processing
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Systems/Applications used at MakeWay
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Project Steering Committees
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Glossary of Terms
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Workers' Safety
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Leases
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Document Review and Approval
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Shared Platform Newsletter