SmartSimple

Grant Lifecycle Manager (GLM)

GLM (Grant Lifecycle Manager) and SLM (Scholarship Lifecycle Manager) provide comprehensive solutions for foundations and nonprofits. They streamline grantmaking and scholarship administration from application intake through reporting and evaluation, enabling organizations to manage workflows, collaborate with applicants and grantees, track outcomes, and make data-driven funding decisions while maximizing philanthropic impact.

Features

• Grants Management in-take (application) through grant closure
• Flexible grant process/program management
• Grantee portal for applications and post award requirements
• External reviewer portal
• Data visualisation tools
• Comprehensive reporting features
• Automated Notifcations
• Contact Management

Benefits

• Streamline grantmaking processes that save time and improve data quality
• A grantee portal that reduces burden for your nonprofit partners
• Quantitative and qualitative tools to analyze grantmaking activities and results
• Streamlined application process for grantseekers
• Full cycle grants management
• Notification to keep timeline
• CRM capabilities

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at captureteam@smartsimple.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

954331196091566

Contact

Brendan Bardley
+353 879 195 200
captureteam@smartsimple.com

About your service

• Service categories:

  Application Development and Deployment

  Software quality and life cycle

  • Software change, configuration and process management
• Multi cloud support: Yes

Service scope

• Software add-on or extension: No
• Cloud deployment model: Public cloud
• Service constraints: No constraints.
• System requirements: Internet browser

User support

• Email or online ticketing support: Yes
• Support response times: Provider makes its support hub available twenty-four (24) hours per day, with live support offered Monday through Friday from 09:00 to 22:00 US Eastern Time (excluding U.S. federal holidays). Unless required by applicable law, support communication is provided in English. ; ; Response times available are available at in the Service Level Agreement. Please visit https://info.foundant.com/rs/356-VHW-319/images/FT%20SLA%20-%20Final%20-%20v042022.pdf
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: WCAG 2.2 AA
• Web chat accessibility testing: https://www.zendesk.com/company/agreements-and-terms/accessibility/
• Onsite support: Yes, at extra cost
• Support levels: We have one general support level included in licensing that in unlimited for chat, email, and phone. ; ; Additional professional services are available for scoped-in system work.
• Support available to third parties: Yes
• AI chatbot: No

Onboarding and offboarding

• Getting started: At Foundant, our goal for implementation is to empower you with the tools you need to be engaged, active leaders of your learning. The following page is an outline of the topics, timeline, and assignments for your 90-day implementation.; Successful implementations require significant commitment to the following:; Attending weekly one-hour implementationcalls with your Implementation Consultant. Implementations include1-3 administrators, although more administratorsmay be addedat an additional cost.; Learning, building, and testing independently prior to your calls with your Implementation Consultant (avg. 4-6 hours weekly).; Ensuring you have made internal decisions about all grant cycle procedures, form content, and your partnership needs prior tothe start of the topics on the following page.; Preparing for and attending weekly training calls with your Implementation Consultant, bringing relevant workflow questions and examples to each call and screen sharing, as needed to demonstrate your knowledge and use of software functionality.; Documenting final decisions about workflows and GLM usage.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
  • Other
• Other documentation formats: Videos
• End-of-contract data extraction: The client owns all of their data stored in the platform. Foundant acts as the data steward. The platform can provide all client-stored data to the end contracted organization.
• End-of-contract process: Contract pricing is based on three components;; 1) Initial One Time Fee for Implementation - this is an implementation fee associated with setting up a system to authentically reflect an organization's business process; 2)Option One Time Fee for Migration - cost to import in historical information ; 3) Subscription Fee - Access to the configured system and includes all support and maintenance costs.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: GLM is built with a responsive design methodology.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Extensive thought has been put into the user interface to ensure it meets accessibility requirements for our clients and their end users.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: In-product testing is conducted with each release through built-in applications, while external audits are completed annually.
• API: Yes
• What users can and can't do using the API: GLM features a read-only API that provides secure access to all record types and data within the system. Built through our robust data set functionality, the API enables organizations to extract comprehensive data exports in CSV format for integration with external systems, business intelligence tools, and reporting platforms. This approach ensures data integrity while supporting seamless connectivity with your existing technology ecosystem for enhanced analytics and decision-making capabilities.
• API documentation: Yes
• API documentation formats: PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: GLM is designed as a purpose-built, configurable solution rather than a custom-coded platform, allowing foundation staff to tailor the system to their unique grantmaking needs without vendor intervention or specialized technical expertise. Its architecture emphasizes flexibility across several core areas:; ; Configuration Grant Stages: Administrators can independently define grant stages such as "Letter of Inquiry," "Full Application," or "Final Report," ; ; Customizable Notifications: Foundations can configure automated due-date and overdue notifications for both internal staff and grantees to maintain timeline compliance.; ; Form Logic: Application and report forms support conditional branching logic, which displays or hides questions based on an applicant's responses or internal record coding.; ; Custom Fields and Labels: Administrators can add an unlimited number of custom fields to application and report forms to capture organization-specific data requirements.; ; Microsoft Word Merge: Through a Microsoft Word, users can create standardized document templates that merge data from the system for award letters, reports, and communications.; ; Data Visualization: Users can create custom visualizations and reports to track portfolio performance and grantmaking impact.

Scaling

• Independence of resources: The system was designed for infinite horizontal scalability to meet user demands through the operation of a load balanced environment through multiple application servers.

Analytics

• Service usage metrics: Yes
• Metrics types: GLM provides cloud-hosted services on the AWS platform, which is designed to be fault-tolerant and scalable. ; ; The platform's "Availability" is audited annually through an independent SOC 2 Type 2 report, which assesses the operational efficiency of the system's uptime controls. Additionally, Foundant maintains disaster recovery plans and real-time replication to ensure business continuity in the event of a significant failure.
• Reporting types: Reports on request
• Resource tagging: Yes
• FOCUS resource tagging: Yes

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Physical access control, complying with SSAE-18 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type: Data Erasure

Data importing and exporting

• Data export approach: The platform supports export functionality through CSV as well as pdf
• Data export formats:
  • CSV
  • Other
• Other data export formats: PDF
• Data import formats: CSV

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • TLS (version 1.2 or above)
  • Other
• Other protection between networks: Beyond TLS encryption in transit, we implement multiple layers of protection between customer and service networks. Network-level security includes Web Application Firewalls to filter malicious traffic and DDoS protection through our cloud provider. Authentication controls require Multi-Factor Authentication (MFA) for all users and support enterprise SSO/SAML integration. We maintain protection against OWASP Top 10 vulnerabilities through regular security testing. Comprehensive security monitoring includes real-time threat detection, security event logging with audit trails, and intrusion detection/prevention systems. Our security program maintains compliance with ISO 27001 and SOC 2 frameworks, includes regular penetration testing and vulnerability assessments, and enforces data residency controls.
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Per SLA : Foundant will use commercially reasonable efforts to make the Software available onaverage of ninety-nine point five percent (99.5%) of each ninety (90) day period during the OrderTerm, excluding Scheduled Downtime and Other Causes
• Approach to resilience: Available upon request.
• Outage reporting: Email Alerts

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Username or password
• Access restrictions in management interfaces and support channels: We implement multi-layered access controls for all administrative and management interfaces:; ; Authentication: All management interfaces require [multi-factor authentication (MFA)/SSO]; Role-Based Access Control (RBAC): Access is granted based on job function following principle of least privilege.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: You control when users can access audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: Between 6 months and 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards:
  • CSA CSM version 4.0
  • ISO/IEC 27001
• Information security policies and processes: Foundant is compliant with SOC 2 Type II and Cyber Essentials.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Requests for changs or enhancements to the platform can come from clients or internal personnel. Foundant, reviews, prioritized and assigned changed requests to the change iterations that are launched every two weeks. Change management activities are tracked within the project management tool. A change is authorized for development when it is assigned to the iteration. Foundant maintains separate environments for development testing and production. Code is checked out, and peer reviewed before merging back into the code repository. The change is then deployed and tested. Product owners give final approval of the change. Changes are then communicated to the customer.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: How you assess potential threats to your services ; ; We are scanning our code/libraries (SCA) and run-time using SAST, DAST and penetration testing. Also, getting external feeds about vulnerabilities in our libraries. ; ; how quickly you deploy patches to your services ; ; We follow our policies and SLAs for remediation based on the identified risk. ; ; where you get your information about potential threats from ; ; The information is directly fed into our SIEM and vulnerability scanning tools.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: How you identify potential compromises ; ; We use SIEM and ASM to ingest logs from our production and look for security events including data breaches. ; ; how you respond when you find a potential compromise ; ; We follow the IRP to respond to incidents. There are workflows built in to take actions to respond in an automated manner in some use cases. ; ; how quickly you respond to incidents ; ; We triage and respond based on the severity. Sec 1 and 2 gets the highest priority.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Whether you have pre-defined processes for common events ; ; Yes, IRP an DBIRP (Data Breach Incident Response Plan) in place ; ; how users report incidents ; ; Security incidents are automatically generated in our security monitoring tool but users can also open tickets through heldesk ; ; how you provide incident reports ; ; Generate dashboards in the security monitoring tool
• Post-quantum cryptography secure: Yes

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 4%
• Between £250,000 and £500,000: 6%
• Between £500,001 and £1,000,000: 8%
• Between £1,000,001 and £2,500,000: 9%
• Between £2,500,001 and £5,000,000: 9%
• Over £5,000,001: 10%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: BSI
• ISO/IEC 27001 accreditation date: Thursday 20 May 2021
• What the ISO/IEC 27001 doesn’t cover: Please note the above certification is for SmartSimple Cloud and not the other services offered by the organisation.
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: BSI
• ISO 9001 accreditation date: Tuesday 30 April 2024
• What the ISO 9001 doesn’t cover: Please note the certifications listed in the application are for SmartSimple Cloud and not the other services offered by the organisation.; ; Cyber Essentials and SOC2 Type 2 certifications noted below are available for all services offered i.e. SmartSimple Cloud, Grants Lifecycle Manager and GivingData.
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: Cf154920-9b00-49aa-9a6c-9689e36c6912
• Cyber essentials plus: No
• Cyber Essentials Alternative: In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
• Other security certifications: Yes
• Any other security certifications:
  • SOC1
  • SOC2 Type II
  • SOC2 HITrust
  • SOC 3

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at captureteam@smartsimple.com. Tell them what format you need. It will help if you say what assistive technology you use.