Requirements Document Template

• Client Form.xlsx
• Program Overview and Document List.xlsx

Application Form

• Org Info
• General Information
• Project Clients
• Budget
• Work plan
• Partnerships
• Project Summary
• Financial Health
• Governance
• HR
• Access & Equity
• Engagement
• Core Funding
• Demographics
• Locations Served
• Vulnerable Populations
• Logic Model
• Planning
• Vitality
• EOI
• Project Proposals
• Rationale
• Funding
• Impact
• Stability
• Equity
• Timeline
• Deliverables

Programs

• How many different Programs (Funding Opportunities) do you have?
• How many stages? 1 or 2?
• Invitation Only or Open to anyone?
• Funding cycle period?
• 1 year or multi-year program?

Program Schedule - Deadlines for:

• Application Launch
• Application Deadline
• Review Process
• Allocations
• Approval Process
• Reports (See Reporting section)
• Payments (see Payments)

Review Forms

• How many review forms and reviewers?
• Can they be sent back to reviewer/applicant for more information?
• Who approves?
• Panel Review?
• External Reviewers?

Reports Forms

• Frequency
• Types of reports? Semi-annual and Year End? What happens in multi-year grants
• Are reports due on a fixed calendar date?
• Who can submit reports? Quarterly Reports? Financial Reports?
• Attestation required?

Payments

• Allocation lump sum or multiple payments? Split 50/50?
• Conditional?

Agreements

• List all things that go into the agreement.
• Including Appendices
• Tables

Appeals Forms

Trustees

• How does your trustee model work?

Cost Centres and Budgets

• What is your cost centre(s)

Payment Exports

• Payment file for export to SAP required?
• Payment field for import from SAP required?