Handling Amendments/Variations to Awarded Funds

[DavidChater]

Within the OF Data Model, what are the options for dealing with amendments or variations to an awarded request.

Use Cases: An organisation that has received a grant to support a capital project discovers problems during the early stages of the build. They ask the Foundation whether they would increase the grant to help meet these costs. The Funder agrees and needs to record this within Outbound Funds.

• The new commitment of funds needs to be its own datapoint (with a date awarded, amount and details of who approved the award) for finance purposes
• It needs to be linked to the original award in the system to show the relationship
• It needs to be included within reports, roll-ups etc that total the funds awarded on a Request
• It needs to influence the "funds available for disbursement"
• The original award amount needs to be shown discretely in reports

Possible Options:

• A separate object used specifically for amendments/variations (with a roll-up to the Funding Request) showing total variation amounts
• A hierarchical relationship between Funding Requests (so variations are children of the original request)

[sharicarlson13]

Amendment - build on fC object. No cost extension and cost extension - in portal Categorize - 2 types of amendments - material and non-material material - $ - goes through a review

Small form or is it an application ? need for automation - to update the request gets sticky

Object - controlled field visibility with type (material/nonmaterial) Generate agreement on Amendments or Funding Request Approval process -

Custom object related to funding request master detail to funding request records are related to a parent record - if don't have relationship - avoid orphan record Type (or Record Type) - for

No cost extension - change in scope - checkboxes? for type Screen flow for extension - submission

Lightning component - instead of page layout -or quick action

Access to details for application itself - formula field or related record item

How do we handle Amount fields on Funding Request? Awarded Amount - should be the most accurate
Original Amount - appears if amended

Dates handled in a similar way Grant End Date - should be the most accurate
Original End Date - appears if amended Original Project Time line (shows whole

On amendment - shows the Awarded Amount / Grant End Date Field to populate new total amount (not the difference or change)

Manually update grant report and payments

Adjust only specific things on Request after submission - could this be amendments Final report - did you expend all your fund or do you need an extension

Status field? Submitted, Under Review, Approved, Declined