Assign Funding Staff to NoFA / RFP

Only Local Administrators can see and manage all grants and periodic reports. The Funding Organization's staff must be assigned to a NoFA / RFP or Grant or Activity in order to see it - either via the Staff Responsible field on the Information tab or via the People tab as described here.

The system will describe the Funding Organization. For example, our examples say "Council Staff", but only DD Council users will see that terminology. Others will see a more appropriate description of their staff.

Select the “People” tab.
Select the “add personnel" link.

The Edit Staff page appears.
In the “Role” dropdown menu several key roles are available: Liaison, Finance Staff, Program Staff and Additional Staff. One individual can be assigned to multiple roles.
- Liaison - oversees the day-to-day operations of the project and is the primary contact for the project.
- Finance Staff - prepares and submits invoices for reimbursement, and approves periodic expense reports (if assigned.)
- Program Staff - approves periodic program reports (if assigned.)
In the “Person” dropdown menu, choose the appropriate staff that will be fulfilling the selected role.
*Note: In order for an individual to appear on this list, he/she must have an active user account on DD Suite and be an authorized member of your organization.
In the dropdown menus under the “Email Preferences” subtitle, choose the e-mail types that the person selected in the previous step will receive.
- General - includes general e-mails about project status.
- Budget Reports - includes notification whenever a budget report is submitted, modified or accepted.
- Programmatic Reports - includes notification whenever a programmatic report is submitted, modified or accepted.
Select the “Save” button to save your progress.
After adding any staff, you may choose to edit or remove any person by selecting one of the action links.