To successfully manage the committee review process for a grant in Bonterra Grantmaker, follow these steps to assign reviewers, send applications for evaluation, and finalize decisions.
Each stage ensures that the right stakeholders are involved and that application outcomes are clearly recorded and communicated.
Step 1: Assign Reviewers
After a grant has been created, assign reviewers to the grant:
After a grant has been created, assign reviewers to the grant by selecting Manage Committee Review from the ellipsis menu and adding users in the reviewers' section.
Grant Admin access to Committee Review
Grant Admins must change their role to Reviewer using the left navigation panel to complete a committee review.
To return to the Grant Admin portal, click in the top right of the interface.
Step 2: Admin grant review
A Grant Admin will need to manually determine which applications should be reviewed by the committee. When reviewing an application in the Grant Admin portal, changing the status to In Review will make the application available for review by the committee.
Reviewers will receive an email notification when a grant application they have been assigned to.
NOTE: Contact details for the applicant are only available to the Grant Admin and are not visible to reviewers.
Step 3: Committee Review
The results of the committee reviews are available in the Grant Admin portal.
A Grant Admin can look at the committee review results for all applications for a grant (Grant -> Manage Committee Review -> All Committee Review tab) or within the context of a single application (Grant -> Manage applicants->Grant detail -> Committee Review tab)
When a Grant Admin has decided which applications to fund, change the status of the application to Approved or Denied.
The applicant will receive an email notification when the status is changed to approved or denied.
All applications must be either approved or denied for the grant to be archived.
Reviewers will only see grants they have been assigned to and will only see applications that have an In Review status.
Reviewers receive an email when a new application has been assigned to them for review.
Reviewers will have three questions to fill out once they have reviewed the application. Once the review has been submitted, it can no longer be edited.