Product Experience
Every role. One platform.
From front-counter staff handling resident requests to the CAO reviewing council-ready reports — every role has a purpose-built journey. Explore how Civic Grant Manager works for your team.
Watch the 3-Minute Demo
See Civic Grant Manager handle a complete resident service request — from intake through resolution and council reporting.
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Explore the Interface
Click through the actual Civic Grant Manager interface. Navigate between the dashboard, resident profiles, service requests, and reports to see how everything connects.
28
Active Grants
+3 vs last month$14.2M
Total Funded
+$2.1M vs last month4
Claims Pending
-2 vs last month100%
Compliance
0 overdue vs last monthRecent Activity
ICIP Q4 progress report submitted
Finance · 1 hr ago
Gas Tax claim #6 approved by Treasurer
Finance · 3 hrs ago
OCIF application submitted for Bridge #47
Public Works · Yesterday
OTF Grow grant awarded — $148,000
Recreation · 2 days ago
ICIP milestone: substantial completion achieved
Public Works · 3 days ago
Role-Based Journeys
One Platform, Every Perspective
Select a role to explore their complete journey through Civic CRM — from day-one onboarding to daily workflows and strategic outcomes.
Grant Coordinator
From Discovery to Submission
Follow the grant coordinator's journey — scanning opportunities, assessing eligibility, drafting applications with program-specific templates, coordinating multi-department input, securing council authorization, and submitting polished applications that build on institutional knowledge.
Discover
Opportunity scanning
Browse the grant opportunity database — 50+ federal and provincial programs with eligibility criteria, intake windows, cost-sharing formulas, and deadlines. Filter by infrastructure category, funding amount, and project match.
The Grant Opportunity Database (spec 1.1) maintains a comprehensive, searchable registry of federal programs (CCBF, ICIP, GICB, DMAF, HAF) and provincial programs (OCIF, CWWF, Connecting Links, MMP, OTF, OMPF). Each program record includes administering agency, eligible applicants, eligible project types, cost-sharing ratios, intake windows, and links to guidelines. The Eligibility Matcher compares planned capital projects against program criteria to surface matching opportunities proactively.
Assess
Eligibility review
Evaluate preliminary eligibility against program criteria — project type, infrastructure category, population threshold, geographic eligibility, and cost-sharing capacity. Review historical success rates for the program.
The Eligibility Matcher (spec 1.1) compares the planned project against program-specific criteria including eligible project types, infrastructure categories, applicant population thresholds, and geographic restrictions. Historical success rate data (spec 7.4) shows program-specific approval rates and application quality patterns. Win/loss analysis from the Historical Application Repository (spec 1.7) highlights correlations between application elements and funding decisions.
Draft
Application assembly
Build the application using program-specific templates pre-populated with municipal information. Pull reusable content blocks from the shared library. Collaborate with departments on section assignments.
The Application Builder (spec 1.2) provides program-specific templates — ICIP applications include project description, outcome mapping to program pillars, climate lens narrative, community employment benefits, and GBA+ considerations. Standard municipal information (legal name, population, tax base, infrastructure inventories) is pre-populated. The Content Library provides reusable blocks — municipal profile paragraphs, asset condition summaries, and demographic data. Multi-department collaboration (spec 1.6) assigns sections to public works, finance, planning, and CAO's office.
Authorize
Council resolution
Generate draft council resolution text from application data, track staff report through committee review, confirm council passage, and link resolution to the application. Application cannot submit until authorization is confirmed.
The Council Resolution Tracker (spec 1.5) manages the full authorization workflow: staff report preparation, committee review, council meeting agenda placement, resolution passage, and by-law enactment. Draft resolution text is auto-generated from application data — project name, total cost, grant amount requested, municipal contribution, and authorizing language. Resolution records store meeting date, motion number, mover/seconder, vote result, and scanned document. The application workflow enforces that submissions cannot proceed until council authorization is confirmed in the system.
Submit
Final review & send
Complete the submission checklist — verifying all required attachments (cost estimates, engineering reports, environmental assessments, council resolutions, partnership agreements) are assembled — then submit and track adjudication.
The Checklist Engine (spec 1.2) ensures every required attachment is assembled before submission — project cost estimates, engineering reports, environmental assessments, council resolutions, partnership agreements, community consultation summaries, and program-specific supplementary documents. LOI/EOI submissions (spec 1.4) seed the full application with carried-forward project details. Once submitted, the application enters adjudication tracking — status updates from the funding agency are logged against the application record. Multi-department reviewers are notified of the submission.
Learn
Archive & improve
Archive the complete application with evaluation feedback and lessons-learned notes. Update reusable content blocks. Win/loss analysis feeds continuous improvement of application quality.
The Historical Application Repository (spec 1.7) archives every application — successful or unsuccessful — with the full package, supporting documents, evaluation feedback (when provided by the funding agency), and internal lessons-learned notes. Win/loss analysis highlights application elements correlated with success (strong outcome metrics, detailed community consultation, robust project management plans). Reusable content blocks are updated with improved versions. The grant coordinator's institutional knowledge is captured in the system for future staff to leverage, ensuring continuity through staff transitions.
Application Journey
0 / 6
Step 01
Discover
Opportunity scanning
Browse the grant opportunity database — 50+ federal and provincial programs with eligibility criteria, intake windows, cost-sharing formulas, and deadlines. Filter by infrastructure category, funding amount, and project match.
The Grant Opportunity Database (spec 1.1) maintains a comprehensive, searchable registry of federal programs (CCBF, ICIP, GICB, DMAF, HAF) and provincial programs (OCIF, CWWF, Connecting Links, MMP, OTF, OMPF). Each program record includes administering agency, eligible applicants, eligible project types, cost-sharing ratios, intake windows, and links to guidelines. The Eligibility Matcher compares planned capital projects against program criteria to surface matching opportunities proactively.
Step 02
Assess
Eligibility review
Evaluate preliminary eligibility against program criteria — project type, infrastructure category, population threshold, geographic eligibility, and cost-sharing capacity. Review historical success rates for the program.
The Eligibility Matcher (spec 1.1) compares the planned project against program-specific criteria including eligible project types, infrastructure categories, applicant population thresholds, and geographic restrictions. Historical success rate data (spec 7.4) shows program-specific approval rates and application quality patterns. Win/loss analysis from the Historical Application Repository (spec 1.7) highlights correlations between application elements and funding decisions.
Step 03
Draft
Application assembly
Build the application using program-specific templates pre-populated with municipal information. Pull reusable content blocks from the shared library. Collaborate with departments on section assignments.
The Application Builder (spec 1.2) provides program-specific templates — ICIP applications include project description, outcome mapping to program pillars, climate lens narrative, community employment benefits, and GBA+ considerations. Standard municipal information (legal name, population, tax base, infrastructure inventories) is pre-populated. The Content Library provides reusable blocks — municipal profile paragraphs, asset condition summaries, and demographic data. Multi-department collaboration (spec 1.6) assigns sections to public works, finance, planning, and CAO's office.
Step 04
Authorize
Council resolution
Generate draft council resolution text from application data, track staff report through committee review, confirm council passage, and link resolution to the application. Application cannot submit until authorization is confirmed.
The Council Resolution Tracker (spec 1.5) manages the full authorization workflow: staff report preparation, committee review, council meeting agenda placement, resolution passage, and by-law enactment. Draft resolution text is auto-generated from application data — project name, total cost, grant amount requested, municipal contribution, and authorizing language. Resolution records store meeting date, motion number, mover/seconder, vote result, and scanned document. The application workflow enforces that submissions cannot proceed until council authorization is confirmed in the system.
Step 05
Submit
Final review & send
Complete the submission checklist — verifying all required attachments (cost estimates, engineering reports, environmental assessments, council resolutions, partnership agreements) are assembled — then submit and track adjudication.
The Checklist Engine (spec 1.2) ensures every required attachment is assembled before submission — project cost estimates, engineering reports, environmental assessments, council resolutions, partnership agreements, community consultation summaries, and program-specific supplementary documents. LOI/EOI submissions (spec 1.4) seed the full application with carried-forward project details. Once submitted, the application enters adjudication tracking — status updates from the funding agency are logged against the application record. Multi-department reviewers are notified of the submission.
Step 06
Learn
Archive & improve
Archive the complete application with evaluation feedback and lessons-learned notes. Update reusable content blocks. Win/loss analysis feeds continuous improvement of application quality.
The Historical Application Repository (spec 1.7) archives every application — successful or unsuccessful — with the full package, supporting documents, evaluation feedback (when provided by the funding agency), and internal lessons-learned notes. Win/loss analysis highlights application elements correlated with success (strong outcome metrics, detailed community consultation, robust project management plans). Reusable content blocks are updated with improved versions. The grant coordinator's institutional knowledge is captured in the system for future staff to leverage, ensuring continuity through staff transitions.
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