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.
- Open Award Management>Awards.
- Click the (View Award icon) next to a lead recipient name.
- Open the Post-Award tab>Performance>Performance Plan.
- Click the (Create icon) in the Icon Bar.
- In the pop-up window, select a Strategy (optional). This will link the goal to an existing strategy.
- In the Goal Type dropdown, select Reimbursement.
- 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
- Add the goal Name.
- Add the goal Description (optional).
- Select the Responsible Individual. This list pulls from the recipient's Contacts>Staff. The Responsible Individual can add achievements to the goal and is assigned system-generated tasks related to the goal.
- Add the Rate Per Achievement in dollars.
- Add the Number To Be Achieved.
- Click Create.