A conflict of interest arises when a reviewer or decision-maker has a personal, financial or professional connection to an applicant that could compromise, or appear to compromise, an impartial decision.
Identifying and managing conflicts, by recusing affected reviewers and recording the steps taken, is essential to a defensible and trustworthy funding process.
A conflict of interest arises when a reviewer or decision-maker has a personal, financial or professional connection to an applicant that could compromise, or appear to compromise, an impartial decision. It concerns bias on the funder's side, not the applicant's suitability.
Conflict of interest concerns bias among the funder's own reviewers and decision-makers. Due diligence concerns the applicant, verifying that a prospective grantee is legitimate. One looks inward at impartiality; the other looks outward at the applicant.
By asking reviewers to declare conflicts before they see the applicant list, and again for each application. Where a conflict exists, the reviewer is recused from that application, and the recusal is recorded with a timestamp and reason.
Because reviewers are often drawn from the same sector as applicants, so overlaps are common rather than rare. Even the appearance of a conflict can undermine trust in a decision, so managing it visibly protects the credibility of the whole program.
The newest terms we've added, the words teams managing grants, sponsorship, and CSR come across most often.
Data residency is the country or region where a platform physically stores the data you put into it. It is a contractual commitment, not a technical preference, and a supplier should be able to state it in writing.
For grant, sponsorship and volunteering programmes the data in question includes applicant and employee personal data, which is what moves residency out of the IT conversation and into procurement.
Pre-award is the first phase of the grant lifecycle: publishing the call, receiving applications, checking eligibility, scoring and shortlisting — everything that happens before funds are committed.
Pre-award decides a funder's selectivity. How many ineligible applications reach human reviewers, and how consistently the eligible ones are scored, is settled in this phase and cannot be repaired in the next one.
Expenditure responsibility is the set of steps a US private foundation must take when it grants to an organisation that is not a public charity: a pre-grant inquiry, a written agreement restricting the use of funds, separate accounting by the grantee, reports on how the money was spent, and disclosure on the foundation's own return.
The obligation follows the money, not the recipient's good faith. Omitting a step is a compliance failure even where the funds achieved exactly what both parties intended.
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