How To Add a Grant Reimbursement Performance Goal

A grant's performance is measured by achievements against programmatic goals. If achievements are not meeting their given goal allocations, the grant's performance risk may be impacted.

Reimbursement goals are goals with a discrete unit to achieve, and a dollar rate associated per unit. When tracking progress against a reimbursement goal, Responsible Individuals may enter Units Achieved. If the goal is added as a budget item, the reimbursement goal will appear as part of the grant’s expense budget. If a reimbursement goal is shown on the grant budget, any updates made to the goal through the performance plan will automatically update the budget. An example of a Reimbursement goal is “Number of Patient Screenings” with target/maximum units of 100, and a reimbursement rate per unit of $22. Reimbursement goals are used to support pay for performance grants.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Performance>Performance Plan.
4. Click the  (Create icon) in the Icon Bar.
5. In the pop-up window, select a Strategy (optional). This will link the goal to an existing strategy.
6. In the Goal Type dropdown, select Reimbursement.
7. Check the Add as Budget Line Item checkbox to add the goal to the grant’s expense budget.
    Note: If selected, any changes to the goal will be automatically reflected in the grant’s budget
8. Add the goal Name.
9. Add the goal Description (optional).
10. Select the Responsible Type.
     Note: Selecting Sub-Recipient will delegate the performance goal to a sub-recipient. Therefore, it is not available on award or sub-award performance goals which must be assigned to an individual from the recipient organization.
    1. If Individual, select the Responsible Individual. This list pulls from Contacts>Staff for your organization or the recipient's organization (if on an award record). The Responsible Individual can add achievements to the goal and is assigned system-generated tasks related to the goal.
    2. If Sub-Recipient, select the Responsible Sub-Recipient. This list pulls from Contacts>Sub-Recipients. Notifications are sent to the recipient grant manager by default, who can then reassign the performance goal to a Responsible Individual in their organization.
11. For clients with Project, select a Project Goal (optional). This links a project goal to the performance goal.
12. Add the Rate Per Achievement in dollars.
13. Add the Number To Be Achieved.
14. Click Save.