Pact Opportunities

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Allow third parties to share implementation they plan to achieve with your support.


Pact Opportunities

Pact Opportunities allow third-party users—such as grant applicants and awardees—to share their activity data with your Program. Each Program can have multiple Pact Opportunities, making it easier to organize and manage data by specific funding rounds or opportunities. Think of a Pact as the agreement between two parties of what will be accomplished through an agreed upon scope of work, such as through a contractual vehicle like a contract or grant agreement.

Program Managers who have multiple agreements with third parties, such as a slate of grant awards, can ask their recipients to create Pacts within the Opportunity to represent the work that will be accomplished. The grant recipients will link activity data from their Portfolio via a Pact. These general FieldDoc users will be able to share single activity records to multiple Pacts, which helps reduce desk time reporting across multiple systems, increases standardization for analysis and decision-making, and solves concerns of redudancy and duplication.

Configure a Program's Pact Opportunity

One Program can have multiple Pact Oppportunities. In fact, The Commons expects Program Managers to configure a new Pact Opportunity for each funding cycle. In order to configure a Pact Opportunity, the Program Managers must provide The Commons with:

  • A Pact Name

  • The Open Date

  • The Close Date

  • Funding Sources

The Commons will configure the Pact Opportunity and generate a unique Pact code to share with users. Pacts are not discoverable without this code.

Managing a Pact Opportunity

FieldDoc users who have the Opportunity code can create Pacts within the Opportunity. Once they have linked their activity records and added the associated attribute data they will click Submit on their Pact overview page. They must click submit in order for Program Managers to have access to the Activity record data.

Once a Program Manager has access to a Pact, it will appear in Programs> Pacts. As this list grows, use the filter tools to manage the individual Pacts.

Within a Pact, Program Managers have access to fields that the general users cannot manage:

  • Pact Status

  • Start Date

  • End Date

  • Funding Sources

  • Unique Identifier

Managing these fields should be part of your QA/QC standard operating process.

The General Users who own the Pact will be in charge of managing data specific to their activity records:

  • Completion Date

  • Geometry

  • Activity Type

  • Extent

  • Model outputs

  • Programmatic metric implementation progress

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