Implementing Bonterra’s CyberGrants Disbursement Solution (CGDS) Configuration non-SDK (Software Development Kit) Extension requires careful planning, coordination with Bonterra teams, and attention to disbursement-related system changes.  

The following steps will guide you through the implementation process for this extension, from initial planning through post-implementation management. 

NOTE: This extension is intended for existing customers transitioning from legacy disbursement methods to CGDS, enabling more efficient and centralized processing of charitable disbursements. 

Pre-implementation planning 

Step 1: Define your requirements 

Clarify which proposal types will transition to the CyberGrants Disbursement Solution (CGDS).  

• Identify how these will be handled under the new disbursement structure and confirm the program goals with your internal stakeholders. 

Step 2: Evaluate technical implications 

Review existing AP Feeds, ACH Feeds, and Positive Pay integrations.  

• Determine which elements need to be excluded or updated to support CGDS payment handling. 

Step 3: Allocate internal resources 

Assign a point of contact on your team who will coordinate with Bonterra’s Implementation and Disbursements Teams.  

• Ensure availability during the onboarding process to facilitate timely reviews and approvals. 

Step 4: Engage your Bonterra Project Manager 

Work with your assigned Project Manager to formally initiate the extension project.  

• This individual will serve as your liaison for scheduling and milestone tracking. 

Implementation process 

Step 5: Participate in onboarding kickoff 

Attend the kickoff meeting led by the Bonterra Disbursements Team.  

• This session will outline the implementation plan and timelines. 

Step 6: Apply configuration changes 

Bonterra will adjust portal settings, watchlist configurations, and proposal-type mappings to enable CGDS.  

• Your Implementation team will guide this process. 

Step 7: Update data feeds 

Bonterra will update your AP, ACH, and Positive Pay Feeds to exclude proposal types now covered under CGDS, ensuring no duplication in payment processing. 

Step 8: Conduct testing and validation 

Participate in test cycles to verify configuration accuracy and confirm that disbursement data routes correctly through the new CGDS setup. 

Step 9: Go live with CGDS 

Once validation is complete, CGDS will go live for the defined proposal types.  

• Bonterra will manage disbursements according to CGDS standards. 

Post-implementation management

Step 10: Monitor disbursement outcomes 

Regularly review disbursement reports and ensure that payments are processed as expected through CGDS. 

Step 11: Plan for annual maintenance 

Use your annual maintenance opportunity to add new proposal types or adjust configurations.  

• Coordinate timing with your Bonterra team to align with program launches. 

Step 12: Use Solution Credits for additional changes 

If you require more than one change per year, work with your Project Manager to leverage Solution Credits or purchase a one-time CGDS Configuration product. 

What else do you need help with? 

• What is the CGDS Configuration (non-SDK) Extension?

Not what you’re looking for? Navigate to CGDS Configuration (non-SDK) Extension Overview

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