State & local government · Moraph software

"The Grant Factory" (Grant Management System)

Find, win and account for grants, from the first opportunity to closeout

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Overview

What you are buying

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.

The problem it solves

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

Requirements it supports

Uniform Guidance (2 CFR Part 200)Single Audit requirements (2 CFR Part 200, Subpart F)FFATA subaward reporting (2 CFR Part 170)SAM.gov registration and Unique Entity ID (2 CFR Part 25)Coronavirus State and Local Fiscal Recovery Funds rule (31 CFR Part 35, Subpart A)Build America, Buy America Act (Infrastructure Investment and Jobs Act, Pub. L. 117-58, Division G, Title IX)

The product supports these requirements; meeting them remains your organization’s responsibility.

See how it works

A short walkthrough

Illustrative screens with fictional sample data. They show the workflow, not any client’s data or configuration, and the layout of the product itself differs. A live demonstration uses the product with sample data.

  1. Step 1

    The opportunity pipeline

    The grants office sees every opportunity under review, its deadline, owner and decision, with suggestions marked for staff review.

    OpportunitySourceDepartmentDeadlineOwnerDecision
    Sample safe streets program (fictional)Federal listingTransportationSample dateProgram manager APursue
    Sample water infrastructure program (fictional)State agencyUtilitiesSample dateProgram manager BPursue
    Sample library technology grant (fictional)Private foundationLibrarySample dateUnassignedSuggested, not reviewed
    Sample housing rehabilitation program (fictional)Federal listingHousingSample dateGrants coordinatorWatch
    Sample rural broadband program (fictional)Federal listingITSample dateGrants coordinatorPass: not eligible
    The grants office sees every opportunity under review, its deadline, owner and decision, with suggestions marked for staff review.

  2. Step 2

    An award and its terms

    On award, the agreement's period, budget, match and special conditions are recorded and turned into tracked obligations.

    Sample safe streets program (fictional) · Example County

    Funding
    Federal, direct
    Amount
    $2,400,000
    Local match
    $600,000
    Period of performance
    Sample start to sample end
    Department
    Transportation

    Obligations from the terms

    • Quarterly financial report
    • Annual performance report
    • Build America, Buy America compliance for construction materials
    • Prevailing wage on construction contracts
    • Subaward reporting for subawards over the threshold
    • Final report and closeout
    On award, the agreement's period, budget, match and special conditions are recorded and turned into tracked obligations.

  3. Step 3

    Budget to actuals

    Spending imported from the financial system is compared with each budget line, so variances are visible before reports are due.

    Budget lineBudgetSpentEncumberedRemainingStatus
    Personnel$180,000$92,400$0$87,600On track
    Contractual: design$320,000$301,500$18,000$500Nearly spent
    Contractual: construction$1,750,000$412,000$980,000$358,000On track
    Equipment$100,000$0$0$100,000Not started
    Indirect$50,000$18,200$0$31,800On track
    Spending imported from the financial system is compared with each budget line, so variances are visible before reports are due.

  4. Step 4

    Reviewing a flagged cost

    Costs that look outside the award's budget, period or categories are flagged with the reason, and a grant accountant records the decision.

    Expenditure EXP-88412 · Charged to AWD-0213 (fictional)

    Vendor
    Example Catering LLC (fictional)
    Amount
    $1,850
    Account
    Contractual: design
    Flag
    Category not in approved budget
    Requested by
    Transportation

    Why it was flagged

    • Food and refreshments are not a line in the approved budget
    • Award terms restrict entertainment costs
    • No prior approval recorded for this category
    Costs that look outside the award's budget, period or categories are flagged with the reason, and a grant accountant records the decision.

  5. Step 5

    Preparing a quarterly report

    The report draft is assembled from the award's data, completed by program and finance staff, approved, and submitted by your staff.

    AWD-0213 · Quarterly financial and performance report (fictional)

    1. Draft assembled from expenditures and milestonesSystem
    2. Financial section completed and reconciledGrant accountant
    3. Performance narrative and measures completedProgram manager
    4. Report approved for submissionAuthorizing official
    5. Submitted through the agency portal and confirmation recordedGrants coordinator
    The report draft is assembled from the award's data, completed by program and finance staff, approved, and submitted by your staff.

  6. Step 6

    Subrecipient monitoring

    Each subrecipient's risk level, submissions and open findings are tracked, with requests reviewed before anything is paid.

    SubrecipientAwardRiskLast reportOpen requestsFindings
    Example Community Partners (fictional)AWD-0198LowReceived1None
    Sample Housing Nonprofit (fictional)AWD-0201HighOverdue21 open
    Example Transit Authority (fictional)AWD-0213MediumReceived0None
    Sample Youth Services (fictional)AWD-0177MediumReceived11 resolved
    Each subrecipient's risk level, submissions and open findings are tracked, with requests reviewed before anything is paid.

Workflows

The principal workflows

  1. Find

    Opportunities from federal listings and the state and private sources you add are matched to your priorities, and the ones worth pursuing are assigned to an owner with their deadline.

    • Opportunity listings brought in from Grants.gov and sources you configure
    • Opportunities suggested against your stated priorities and eligible programs, for staff to review
    • Grants coordinator decides to pursue, watch or pass, with a reason
    • Pursued opportunities assigned to a department lead
    • Internal approval to apply requested where your policy requires it

  2. Apply

    Applications are prepared in a shared workspace with tasks, documents, the budget and the match commitment, and approved internally before your staff submit them to the funding agency.

    • Application checklist built from the opportunity's requirements
    • Narrative, budget, match and letters of support prepared and tracked
    • SAM.gov registration status checked before submission
    • Budget office and authorized official approve the application
    • Staff submit through the agency's system and record the confirmation

  3. Manage

    On award, the terms and conditions become tracked obligations, the budget is set up against your chart of accounts, and expenditures from your financial system are matched to the award for review.

    • Award agreement recorded with period, amount, match and special conditions
    • Terms turned into obligations with owners and due dates
    • Award budget mapped to your financial system's accounts
    • Expenditures imported and matched to the award and budget line
    • Questioned costs flagged for grant accountant review before they are charged

  4. Report and close

    Performance and financial reports are prepared from the award's data for the program manager and finance to complete, approved, and submitted by your staff. At the end of the award, closeout tasks are tracked to completion.

    • Report due dates tracked from each award's terms
    • Financial and performance data assembled into the report draft
    • Program manager and finance complete and approve the draft
    • Staff submit through the agency's portal and record the confirmation
    • Closeout tasks, final reports and record retention tracked to completion

Roles and permissions

Who does what in the product

Each role below is a starting point. During implementation we set them up to match your teams, and every action anyone takes is recorded in the audit trail.

Grants coordinator

Grants manager, grants coordinator, grants administrator, federal funding coordinator

Owns the grants program across departments: the pipeline, the award register and the calendar of obligations.

Sees

  • Every opportunity, application and award across the organization
  • Obligations and report deadlines by award and department
  • Subrecipient status and monitoring results
  • The audit trail

Does

  • Reviews suggested opportunities and records pursue, watch or pass decisions
  • Assigns applications and awards to departments and program managers
  • Records awards and turns terms and conditions into obligations
  • Sets up subrecipients and their subawards
  • Prepares single audit schedules with finance
  • Tracks closeout to completion

Cannot

  • Approve an application or report they prepared themselves
  • Change recorded expenditures from the financial system
  • Edit or delete audit trail entries
Approvals
Applications, award acceptance and budget changes they prepare are approved by the authorizing official.
Notified about
Opportunity deadlines, obligations coming due or overdue, reports waiting for approval and subrecipient submissions.

Program manager

Department project manager, program director, capital projects manager

Delivers the grant-funded work and reports on what it achieved.

Sees

  • Applications and awards assigned to them
  • Budget to actuals for their awards
  • Obligations and reports they own
  • Subrecipients under their awards

Does

  • Prepares application narratives, budgets and attachments
  • Records performance data and milestones
  • Completes the performance sections of reports
  • Requests budget modifications with a justification
  • Reviews subrecipient performance reports

Cannot

  • Approve their own application, budget change or report
  • Change award terms or the budget mapping
  • Approve questioned costs
Approvals
Their applications, budget changes and report sections are approved by the authorizing official, with finance review of the financial parts.
Notified about
Tasks and obligations assigned to them, report sections due, and comments on their drafts.

Grant accountant

Grant accountant, fiscal analyst, finance manager, accounting supervisor

Keeps the money right: expenditures matched to the correct award and line, costs reviewed, and drawdowns and financial reports accurate.

Sees

  • Expenditures imported from the financial system and their match to awards
  • Budget to actuals for every award
  • Flagged costs and their review history
  • Drawdown requests and cash received

Does

  • Maps award budgets to the chart of accounts
  • Reviews flagged costs and records allow, reclassify or disallow decisions with a reason
  • Prepares drawdown and reimbursement requests from approved expenditures
  • Prepares the financial sections of reports
  • Reviews subrecipient reimbursement requests
  • Prepares Schedule of Expenditures of Federal Awards data

Cannot

  • Approve their own drawdown or financial report
  • Change expenditures in the financial system from the Grant Factory
  • Change award terms or obligations
Approvals
Drawdown requests and financial reports are approved by the authorizing official or a finance approver you name before staff submit them.
Notified about
New flagged costs, budget lines nearing their limit, drawdowns ready to prepare and financial reports due.

Authorizing official

Finance director, budget director, city or county manager, department director with signing authority

Makes the organization's commitments: approving what is applied for, accepted, changed and reported.

Sees

  • Applications, awards, budget changes and reports waiting for approval
  • Award register and budget to actuals
  • Obligations at risk and overdue
  • Subrecipient risk and monitoring findings

Does

  • Approves or returns applications before submission
  • Approves award acceptance and records any governing body authorization
  • Approves budget modifications and drawdown requests
  • Approves reports before staff submit them
  • Approves subawards and monitoring decisions

Cannot

  • Approve anything they prepared themselves
  • Change records once approved, except through a recorded amendment
  • Edit audit trail entries
Approvals
Approves applications, awards, budget changes, drawdowns, subawards and reports; your policy can require more than one approver.
Notified about
Items waiting for their approval and obligations at risk.

Subrecipient user

Nonprofit finance staff, partner agency grant manager, contractor's compliance contact

Meets the reporting and documentation terms of their subaward through the portal.

Sees

  • Their own subaward, budget and terms
  • Their reimbursement requests and payment status
  • Reports and documents they owe, with due dates

Does

  • Submits reimbursement requests with supporting documents
  • Submits performance reports
  • Uploads requested documents, such as audits and policies
  • Responds to monitoring findings

Cannot

  • See other subrecipients or your internal reviews
  • Change their subaward budget
  • Approve their own requests
Approvals
Every request and report they submit is reviewed by your program manager and grant accountant.
Notified about
Reports and documents coming due, requests returned for correction, and payment status changes.

Auditor or monitor (read-only)

Single auditor, internal auditor, funding agency monitor, inspector general staff (under temporary access)

Reviews the records behind awards, spending and reports without being able to change them.

Sees

  • Awards, obligations and reports within the scope granted
  • Expenditures, cost decisions and drawdowns
  • Subrecipient monitoring records
  • The audit trail

Does

  • Searches and reads records within their scope
  • Exports records they have access to, with each export logged
  • Leaves review notes where you enable them

Cannot

  • Change, approve or delete anything
  • See awards outside the scope granted
  • Keep access after it expires
Approvals
Their access is approved by the grants coordinator or finance director, with a scope and an end date.
Notified about
Nothing by default; access granted and expiring is confirmed to the person who approved it.

Administrator

IT application administrator, finance systems administrator

Manages users, integrations and settings without taking part in grant decisions.

Sees

  • Users, roles and department assignments
  • Integration status for the financial system and listing sources
  • The record of permission changes

Does

  • Adds and removes users, or maps them from single sign-on groups
  • Invites subrecipient users at the grants coordinator's request
  • Maintains integration settings
  • Runs access review reports

Cannot

  • Approve applications, costs, drawdowns or reports
  • Change awards or budgets
  • Edit audit trail entries
Approvals
Role changes that grant approval authority are approved by the finance director.
Notified about
Integration errors, access reviews coming due and accounts unused for a period your policy sets.

Permissions at a glance

ActionCoordinatorProgram mgrAccountantAuthorizerSubrecipientAuditorAdmin
Record opportunity decisionsFullView onlyNo accessView onlyNo accessNo accessNo access
Prepare applicationsFullOwn work onlyOwn work onlyView onlyNo accessNo accessNo access
Approve applications and award acceptanceNo accessNo accessNo accessApprovesNo accessView onlyNo access
Record awards and obligationsFullView onlyView onlyView onlyNo accessView onlyNo access
Request budget modificationsFullOwn work onlyFullApprovesNo accessView onlyNo access
Review flagged costsView onlyView onlyFullApprovesNo accessView onlyNo access
Prepare drawdown requestsNo accessNo accessFullApprovesNo accessView onlyNo access
Prepare and approve reportsFullOwn work onlyFullApprovesNo accessView onlyNo access
Submit subrecipient requests and reportsView onlyView onlyView onlyNo accessOwn work onlyView onlyNo access
Record subrecipient monitoringFullOwn work onlyOwn work onlyApprovesNo accessView onlyNo access
View audit trailView onlyNo accessView onlyView onlyNo accessView onlyView only
Manage users and rolesApprovesNo accessNo accessApprovesNo accessNo accessFull
  • Full
  • Own work only
  • Approves
  • View only
  • No access

How access is controlled

  • Separation of duties is built in: nobody approves an application, budget change, drawdown or report that they prepared, and cost decisions are recorded by someone other than the person who requested the spending.
  • Roles are configured with you during implementation. You can rename them, add custom roles, and limit them by department, funding source or award, so a department sees only its own grants.
  • Subrecipients use a separate portal and see only their own subaward. Their submissions always go through your review before anything is paid or reported.
  • Staff sign in through your identity provider and roles can follow its groups. Auditors and agency monitors get temporary read-only access with a defined scope and end date.

Features

What it does

Opportunity pipeline

Every opportunity your team is watching, pursuing or has passed on, with deadlines, owners and the reason for each decision.

Opportunity suggestions

Listings suggested against the priorities and eligible programs you record, with the reasons shown; staff decide what to pursue.

Application workspace

Checklists, tasks, documents, budget and match for each application, with internal approvals before submission.

Award register

Every active award with its funding source, assistance listing, period, amount, match and special conditions in one register.

Compliance obligations

Award terms turned into tracked obligations, such as reports, procurement rules, Buy America requirements and prevailing wage, each with an owner and due date.

Budget to actuals

Award budgets mapped to your chart of accounts, with expenditures from your financial system compared against each budget line.

Cost review

Expenditures that look outside the award's budget, period or allowable categories are flagged for a grant accountant to review and record a decision.

Report preparation

Financial and performance report drafts assembled from award data, for staff to complete, approve and submit.

Subrecipient management

Risk assessments, subaward agreements, reimbursement requests, reports and monitoring visits for each subrecipient, with a portal for them to submit.

Drawdown tracking

Reimbursement and drawdown requests prepared from approved expenditures and tracked against cash received; your staff submit them and funds go directly to you.

Single audit support

Schedule of Expenditures of Federal Awards data and supporting records organized by award, for your auditor.

Document retention

Applications, agreements, approvals, reports and supporting documents kept with each award under your retention schedule.

Integrations

How it connects to your systems

Connects toHowWhat flows
Grants.gov listingsFederal opportunity listings brought in from Grants.gov so your team can review them in the pipeline. Applications are still submitted by your staff through Grants.gov or the agency's system.In: opportunity listings, eligibility, deadlines and documents.
SAM.govYour entity registration status and expiry are checked, and subrecipients are checked for active registration and exclusions before a subaward is made.In: registration status, expiry dates and exclusion records.
Financial system (ERP)Expenditures, encumbrances and receipts are imported from your financial system by scheduled file or API and matched to awards.In: expenditures, encumbrances and cash receipts. Out: award and budget line codes for use in your system.
Payroll and timeGrant-funded payroll and time records support personnel costs charged to awards.In: payroll costs and time by employee and funding code.
ProcurementContracts and purchase orders funded by an award are linked to it, with the procurement method recorded for compliance review.In: contracts, purchase orders and procurement method.
Agency reporting and payment systemsReport and drawdown data is exported in the formats agencies accept, for your staff to submit through the agency's portal or payment system. Moraph does not hold or move funds.Out: report and drawdown files. In: confirmations recorded by your staff.
Single sign-onStaff sign in through your identity provider (SAML or OpenID Connect).In: user identity and group membership for role assignment.
Work APIAward, budget and obligation data available to your data warehouse and reporting tools through the Moraph Work API.Out: awards, budgets, obligations, expenditures matched and report status.

Each integration is confirmed in discovery and specified in the design. See how an engagement progresses.

Security and privacy

How your data is protected

Staff single sign-on

Staff sign in through your identity provider, so your own password and multi-factor policies apply.

Separate subrecipient portal

Subrecipients sign in to their own portal with multi-factor authentication and see only their own subaward.

Role-based access

What each person can see and approve follows their role, department and awards; preparing and approving are always separate.

Encryption and keys

Grant records and documents are encrypted, with keys Moraph staff cannot use without explicit, time-bound authorization.

Complete audit trail

Every decision, approval, cost review, report and export is logged with the person and time, and cannot be edited.

US hosting

Data for US government clients is hosted only in Moraph's United States region, under the controls covered by Moraph's SOC 2 Type II report and ISO/IEC 27001 certification.

Company-wide controls, independent audits (SOC 2 Type II and ISO/IEC 27001) and data residency are described in our Trust Center, where you can request the evidence pack.

Reporting

What you can report on

11 standard reports, grouped by who uses them. Each shows who it is for, how it can be broken down, how it is delivered and what it is used for. The data behind them is also available to your own reporting tools.

Pipeline

Opportunity pipeline

For grants coordinator, department heads and the manager's office

Opportunities being watched, pursued and passed on, with deadlines, owners and the reason for each decision.

Break down by
Department, Funding source, Status, Deadline window
Delivered as
Live dashboard; scheduled email
Used for
Deciding where to put application effort and making sure no deadline is missed.

Applications and outcomes

For grants coordinator, budget office and elected officials

Applications submitted, pending, awarded and declined, with amounts requested and awarded and match committed.

Break down by
Department, Funding source, Outcome, Fiscal year
Delivered as
Live dashboard; PDF for council briefings; CSV export
Used for
Reporting on grant activity and planning match funding in the budget.

Award management

Award register

For grants coordinator, finance and department heads

Every active award with its funding source, assistance listing, period, amount, match, spending to date and remaining balance.

Break down by
Department, Funding source, Award period, Pass-through or direct
Delivered as
Live view; CSV and PDF export
Used for
One authoritative list of what the organization has accepted.

Obligations calendar

For grants coordinator and program managers

Reports, procurement steps, special conditions and other obligations coming due or overdue, with owners.

Break down by
Award, Owner, Obligation type, Due window, Status
Delivered as
Live dashboard; scheduled email
Used for
Keeping every award's terms met on time.

Spend-down and period of performance

For grants coordinator, finance and authorizing officials

For each award, spending against budget and the time remaining in the period of performance, highlighting funds at risk of going unspent.

Break down by
Award, Department, Budget category, Months remaining
Delivered as
Live dashboard; PDF
Used for
Acting early on underspending or requesting extensions in time.

Financial

Budget to actuals

For grant accountants and program managers

Expenditures and encumbrances against each award's budget lines, with variances.

Break down by
Award, Budget line, Period, Account
Delivered as
Live dashboard; CSV export
Used for
Catching overruns and needed budget modifications.

Cost review log

For grant accountants, finance director and auditors

Flagged expenditures, why each was flagged, and the decision recorded with its reason and reviewer.

Break down by
Award, Flag reason, Decision, Reviewer, Period
Delivered as
Live view; CSV and PDF export
Used for
Evidencing that charges to awards were reviewed for allowability.

Drawdowns and cash

For grant accountants and the treasury function

Expenditures approved but not yet drawn, drawdown requests submitted, and cash received by award.

Break down by
Award, Funding source, Status, Period
Delivered as
Live dashboard; CSV export
Used for
Recovering eligible costs promptly and keeping cash management in line with award terms.

Audit and monitoring

Schedule of Expenditures of Federal Awards

For finance director and single auditor

Federal expenditures for the fiscal year by assistance listing, award and pass-through entity, with amounts passed to subrecipients.

Break down by
Assistance listing, Federal agency, Pass-through entity, Fiscal year
Delivered as
PDF and CSV export
Used for
Preparing the schedule for the single audit, with the supporting detail behind each figure.

Subrecipient monitoring

For grants coordinator, program managers and auditors

Each subrecipient's risk assessment, reports and requests received, monitoring visits and open findings.

Break down by
Subrecipient, Award, Risk level, Finding status
Delivered as
Live dashboard; PDF and CSV export
Used for
Showing that subrecipients were assessed and monitored as the Uniform Guidance requires of pass-through entities.

Audit trail extract

For auditors, agency monitors and the grants coordinator

Who did what and when for a selected award, report or period, including approvals, cost decisions and submissions.

Break down by
Award, User, Action, Date range
Delivered as
On request; CSV and PDF export
Used for
Answering audit and monitoring requests with evidence rather than reconstruction.

Exports, access and evidence

  • Every report can be exported to CSV, and summary and evidence reports to PDF. Reports can be scheduled by email to the people entitled to see them.
  • Filters can be saved, so a department head, grant accountant or the grants coordinator can keep their own views.
  • Award, budget, obligation and expenditure data is available through the Moraph Work API for your data warehouse or budget tools.
  • Reports respect each viewer's role: departments see their own awards, finance sees the whole portfolio, and auditors see only the scope they have been granted.
  • Financial and audit reports can be run as of a past date and give the same result each time. Running and exporting a report is recorded in the audit trail.

Deployment

Where and how it runs

Moraph cloud

Hosted and operated by Moraph in the United States region.

Dedicated environment

Single-tenant hosting where your policies require it, scoped in the proposal.

Phased by funding source

Start with the awards carrying the heaviest reporting, then bring in other awards and the opportunity pipeline.

With a managed service

Optionally run with a Moraph managed service for configuration changes, integration monitoring and platform administration.

Security controls, independent audits and data residency are set out in our Trust Center. Engagement models and what drives a quotation are on Working with Moraph.

Implementation

What a rollout involves

The general phases are on Working with Moraph. For this product, they involve the following.

Grants inventory

We record your active awards, open applications and subrecipients with the grants office. We need award agreements and current tracking spreadsheets.

Financial system mapping

Award budgets are mapped to your chart of accounts and funding codes, and the expenditure import from your financial system is set up and reconciled.

Obligations setup

Terms and conditions of active awards are turned into tracked obligations, reviewed with the grants coordinator and program managers.

Approval routes

Approval steps for applications, award acceptance, budget changes, drawdowns and reports are configured to match your policies and delegations.

Subrecipient onboarding

Subrecipients are invited to the portal for their active subawards, with guidance on how to submit.

Training and go-live

The grants office, program managers, finance and approvers are trained on their own tasks, and new awards are managed in the Grant Factory from go-live.

Limitations

What it does not do

Worth knowing before you evaluate it.

  • The Grant Factory does not submit applications, reports or drawdowns itself. Your staff submit them through Grants.gov, the agency's portal or its payment system.
  • Moraph does not hold, receive or move grant funds. Drawdowns are paid by the funding agency directly to your organization.
  • It is not your accounting system of record. Expenditures are recorded in your financial system and imported for matching and review.
  • Cost flags and opportunity suggestions are prompts for staff review. Allowability and eligibility decisions are made by your staff under the award terms and the Uniform Guidance.
  • Using it does not by itself prevent audit findings or repayment demands; it organizes the records and deadlines so your staff can meet the requirements.
  • Agency report formats and guidance change. Report templates are kept up to date, but staff should confirm each report against the agency's current instructions.
  • State and private opportunity sources that do not publish listings in a usable format are entered by your staff.
  • The single audit is performed by your auditor. The Grant Factory prepares the schedule and supporting records.

Evaluation checklist

What to test in a demonstration or pilot

Questions worth putting to us, and to any other vendor you are considering.

  1. Load one of your active awards and check that its terms become the obligations you track today
  2. Import a month of expenditures from your financial system and review how they match to budget lines
  3. Review a flagged cost and the decision record it produces
  4. Prepare a sample quarterly report and compare it with the one you last submitted
  5. Ask a subrecipient contact to submit a test reimbursement request through the portal
  6. Generate a sample Schedule of Expenditures of Federal Awards and walk your auditor through the supporting detail

Questions

Frequently asked questions

Does the Grant Factory submit applications or draw down funds for us?

No. It prepares the application, report and drawdown data and records the approvals. Your staff submit through Grants.gov, the agency's portal or its payment system, and funds go directly to your organization.

Do we have to replace our financial system?

No. Expenditures stay in your financial system and are imported for matching to awards. The Grant Factory adds the award view your financial system does not have.

Can it handle state and pass-through awards as well as federal?

Yes. Each award records its funding source and any pass-through entity, and obligations come from that award's own terms.

How are opportunity suggestions made?

Listings are compared with the priorities, eligible programs and departments you record, and the reasons for each suggestion are shown. Staff decide whether to pursue, watch or pass.

Can subrecipients use it?

Yes. Subrecipients get their own portal to submit reimbursement requests, reports and documents for their subaward, and see nothing else.

How is it priced?

As a subscription, usually based on the number of active awards or the size of the organization, with implementation and financial system integration charged separately. See Working with Moraph for what drives a quotation.

Next steps

Evaluate "The Grant Factory" (Grant Management System)

Book a demonstration

See the product working with sample data, focused on your workflows.

Request a demonstration

Request a technical briefing

Architecture, integrations, security and hosting, with our engineers and your technical team.

Request a briefing

Factsheet

This page on two sides, to share with colleagues or add to your evaluation file.

Open the factsheet

Buying through a formal procurement? See How to buy for purchasing routes, accessibility conformance reports and company information. Documentation: "The Grant Factory" (Grant Management System) guides on docs.moraph.com (getting started and security guides are public; setup, administration and integration guides are for client accounts). Support: "The Grant Factory" (Grant Management System) support guide.

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