An association receives two grants in the same year, from two different funding rounds, and nobody notices that their combined total crosses the threshold that makes a formal agreement compulsory. Another file stays paid out without anyone ever asking for a usage report. This application processes grant requests, tracks the cumulative total per beneficiary and usage reports, directly in Omnifloo.
Who the application is for
For the department that processes grant applications for a French council or local authority: the case officer who receives and examines files, and the manager who decides on awards, payments and follows up usage reports.
What the application does
- Organises applications by annual funding round, with an approved budget whose total requested, total awarded and remaining balance are calculated for you.
- Assigns a sequential reference to each application and tracks its progress, beneficiary by beneficiary.
- Calculates the annual total awarded to each beneficiary, across all funding rounds for the year, and flags when a formal agreement becomes compulsory past the statutory threshold.
- Blocks payment of a grant until the compulsory agreement is recorded as signed, with its reference.
- Blocks closing a paid-out file if a usage report is expected and has not been received, unless that requirement is explicitly lifted for that specific file.
- Requires both an awarded amount and a resolution date for any award, and refuses to reject a grant that has already been paid.
Day to day
- Open the year's funding round with its approved budget.
- Register each application received, linked to the funding round, with the beneficiary, purpose and amount requested.
- Process the file, then award the decided amount with its resolution date: the beneficiary's annual total is recalculated straight away.
- If the total crosses the statutory threshold, record the signed agreement with its reference before payment can be made.
- Once the file is paid, request the usage report then close the file as soon as it is received, or lift the requirement if it does not apply to this particular case.
What the application does not do
- It does not offer an online application portal for associations, nor a tracking space on their side.
- It does not carry out any accounting payment order: the payment is recorded, but its execution is a matter for the public accountant.
- It does not reconcile anything against the local authority's administrative accounts.
- It does not generate an agreement template as a PDF.
Getting started
Bring in the funding rounds and awards already approved for the current year so each beneficiary's cumulative total reflects reality from day one, and check with your legal department the threshold currently in force above which an agreement becomes compulsory, as it can change. Also list any files already paid out without a usage report on file, so you can decide case by case whether to request one or lift the requirement.
Going further
To find out whether this application suits your business and how to activate it, compare the plans or write to us.