Implementing the Charities Aid Foundation of America (CAFA) non-SDK (Software Development Kit) Extension requires careful planning and coordination between your internal teams, Bonterra, and CAFA.
The following steps will guide you through the implementation process for this extension, from initial planning through post-implementation management.
Pre-implementation planning
Step 1: Define requirements
- Confirm that international grants programs are in place that require CAFA disbursement support.
- Identify program criteria that align with CAFA’s vetting and payment capabilities.
Step 2: Establish a CAFA agreement
- Ensure a signed agreement is in place between your organization and CAFA.
- Confirm that CAFA will provide a vetted organization feed compatible with CyberGrants.
Step 3: Assess current system configuration
- If using a legacy or customized grants process, de-customization will be required.
- Coordinate with your Bonterra Implementation team to evaluate current configuration readiness.
Step 4: Allocate internal resources
- Assign internal project leads and stakeholders from grants administration and IT.
- Prepare for cross-functional involvement during implementation.
Implementation process
Step 5: Enable CAFA integration
- Work with your Bonterra Implementation team to enable the CAFA Extension in your CyberGrants environment.
- Load the vetted organization feed provided by CAFA into your system.
Step 6: Configure approval workflows
- Use the Admin interface to set up grant approval processes required before submission to CAFA.
- Ensure clear roles and permissions are defined for approving grants.
Step 7: Conduct testing
- Test grant submission and approval for CAFA-vetted organizations.
- Validate that approved payments are directed to CAFA correctly.
Step 8: Launch extension
- The live configuration will be deployed once testing is complete.
- Notify internal stakeholders and train program managers as needed.
Post-implementation management
Step 9: Maintain the CAFA relationship
- Manage all vetting and disbursement inquiries directly with CAFA.
- Submit nomination requests outside of the CyberGrants platform.
Step 10: Monitor usage and maintain data
- Track extension usage and performance through CyberGrants reporting tools.
- Ensure that updates to the vetted organization list are applied consistently.
Step 11: Plan for annual updates
- You may make one change per year within the scope of the extension.
- Coordinate any changes with your Bonterra Customer Success or Implementation contact.
Step 12: Stay aligned with platform updates
- Follow Bonterra’s platform release notes and advisories to remain compatible with new features.
For support during implementation, reach out to your assigned Bonterra Implementation Project Manager.
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