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Getting started with "The Grant Factory" (Grant Management System)

What "The Grant Factory" (Grant Management System) is for, who uses it, what you need before you start, and your first steps.

Applies to "The Grant Factory" (Grant Management System) as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

The Grant Factory takes a grant from the opportunity your team finds, through the application and the award, to the spending, reporting and closeout the funding agency requires. It keeps each award's terms, budget, deadlines and subrecipients in one place, matches expenditures from your financial system to the award, and prepares the performance and financial reports for your staff to approve and submit. Every decision and document is kept for your single audit and the agency's monitoring.

What it is for

Cities and counties now manage more federal and state awards than their grants offices were built for, often from several programs with different rules. Opportunities are tracked in inboxes, applications in shared folders, and post-award compliance in spreadsheets kept by one or two people. Expenditures sit in the financial system without a clear link to the award and budget line they belong to, reports are assembled by hand each quarter, and subrecipient monitoring is uneven. When the single auditor or the funding agency asks for support, the evidence is scattered or missing.

  • Opportunities and deadlines are tracked in inboxes and spreadsheets
  • Award terms and conditions are not turned into tracked obligations
  • Expenditures are matched to awards and budget lines by hand
  • Reports and subrecipient monitoring depend on a few people's memory

Who uses it

  • Central grants offices and grants coordinators in cities, counties and special districts
  • Department program managers who run grant-funded projects
  • Finance staff and grant accountants who track spending and draw down funds
  • Budget offices, managers and elected bodies that approve applications and awards
  • Single auditors and funding agency monitors who review the records

Before you start

  • Your organization licenses "The Grant Factory" (Grant Management System) from Moraph.
  • A Moraph client account in that organization, signed in.
  • Access to "The Grant Factory" (Grant Management System) in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
  • For setup: the product administrator role.

Steps to get started

  1. Sign in at app.moraph.com with your Moraph account.

  2. Open "The Grant Factory" (Grant Management System) from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

  3. Check your role: what you can see and do depends on it. See Roles and permissions.

  4. Product administrators: work through Set up "The Grant Factory" (Grant Management System) before your team starts.

  5. Everyone else: start with Everyday tasks.

Where to go next

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