Where appropriate, the Shared Platform Project Coordinator will return signed agreements directly to funders with a cc’ to the Project Specialist and Project Director. This process will ensure that: a) the agreement has been returned, b) the request for countersignature has been made, and c) any follow-up with the funder is consistent and organized.

There will be scenarios in which it makes sense for the Project Director or Project Specialist to return agreements directly to the funder.

If the project is returning the agreement, please:

• Encourage them to include a request for countersigned versions.
• Ensure they copy the Project Specialist and the Project Coordinator on the email submission. If the coordinator is not included, the Project Specialist should make sure they receive a copy of the email.

If the Project Specialist is returning the agreement, include a request for a countersigned agreement and copy Project Coordinator and Project Director.

The Project Coordinator will create a task on the Salesforce opportunity to check in on any outstanding countersignatures—4 weeks out from time of returning the agreement (see Successful Proposals article). At that time, the coordinator will check in with either the Project Specialist, the funder, or the Project Director, depending on who had the initial correspondence with the funder.

Once the fully signed version is received, the Project Coordinator will save the agreement on the Salesforce opportunity, mark the task as completed, and save the link in the Grant Agreement/Pledge Document field.