5.3 futureDecide™ / ERDP Process Detail: typical client responsibilities

Phases

Activities

Online Submission Phase Online Review Phase Analytics and Decision Phase Decision Reporting Phase
Design / Development / Setup •  Overall process design, including compliance with relevant procurement policies

•  Identify required decisions, analytics and process outputs

•  Contribute to content drafting, organize review and approval

•  Approve step-by-step instructions for applicants

•  Provide translations of content and instructions as required

•  Identify requirements for submission phase reporting

•  Participant in pre-launch client training and testing

•  Approve reviewer selection and criteria for matching to applicants

•  Approve step-by-step instructions for reviewers

•  Provide translations of content and instructions as required

•  Identify requirements for review phase reporting

•  Participate in pre-launch client testing and training update

•  Recruit members of selection committee

•  Finalize agenda and process for selection committee meeting

•  Approve recommendation and decision categories

•  Identify requirements for decision phase reporting

•  Compile required documents to be made available prior to selection committee meeting

•  Participate in pre-meeting briefing and training update

•  Organize logistics for selection committee meeting

•  Compile required reports and documents

•  Organize process to confirm selection committee decisions

•  Participate in training update as required

Launch •  Announcements and publicity •  Recruit / initial communications with prospective reviewers •  Selection committee meeting •  Decision approvals and announcements
Monitoring and Support •  Designate one or more individuals to have ProgramAdmin status who will:

– manage the process and monitor status on a day-to-day basis

– be the first point of contact for applicants and provide “Tier 1” support

•  Designate one or more individuals to have ProgramAdmin status who will:

– manage the process and monitor status on a day-to-day basis

– be the first point of contact for reviewers and provide “Tier 1” support

•  Record recommendations/ decisions and feedback comments during selection committee meeting •  Generate applicant notifications
Phase conclusion •  Carry out eligibility check to determine which applications should proceed to review phase

•  Generate submission phase reports

•  Generate review phase reports •  Generate post-meeting reports and documents •  Generate decision phase reports and document archives

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