Implementing the Charitable Spending Account (CSA) Extension requires alignment between your internal teams and Bonterra’s delivery team. The process follows a proven methodology that ensures accuracy, performance, and maintainability. 

• Only one configuration change is allowed per year.
• The extension must be used as scoped. Customizations outside the provided framework may incur additional costs.
• All CSA amounts expire at the end of the specified fiscal year.
• Allocations are expected in the client’s base currency by default. 

Ensure a seamless rollout of the CSA Extension by following these steps: 

Pre-Implementation Planning

Step 1: Define Business Requirements 

• Confirm the goal of your CSA program (e.g., annual giving budget, allocation strategy).
• Identify program rules: eligibility, allocation amounts, and redemption conditions. 

Step 2: Resource Planning 

• Assign internal stakeholders: Admin, Finance, HR, and IT.
• Determine who will upload files (via FTP or Portlet) and who will manage donor support. 

Step 3: Technical Considerations 

• Choose your allocation method:
  • Secure FTP Feed (automated)
  • Manual Admin Portlet (dashboard upload) 

• Prepare file generation capabilities for correct formatting:
  • Donor ID
  • CSA Amount
  • Currency (optional)
  • Fiscal Year
  • Proposal Type ID 

Implementation Process 

Step 4: Engage with the Bonterra Implementation Team 

• Submit a request to enable the CSA Extension.
• Review standard specifications and validate requirements. 

Step 5: Configure Proposal Type 

• Bonterra configures the CSA Proposal Type application.
• Ensure the associated Donor Criteria, Gift Criteria, and Redemption logic are applied. 

Step 6: Build and Test Files 

• Prepare a sample file for upload via SFTP or Portlet.
• Conduct file validation and dry-run uploads in a test environment. 

Step 7: Conduct Full User Acceptance Testing (UAT) 

• Validate allocation, balance calculations, redemption limits, and Portlet display.
• Ensure internal Admins understand the upload process and support protocols. 

Step 8: Final Sign-Off and Go Live 

• Approve UAT results.
• Schedule launch and begin uploading live allocation files. 

Post-Implementation Management

Step 9: Monitor File Uploads 

• Verify that scheduled or manual uploads are processed without errors.
• Address file format or data issues immediately. 

Step 10: Support Internal Admins and Donors 

• Ensure Admins have access to the Portlet and permissions to manage CSA uploads.
• Provide donor guidance on how to access balances and submit proposals. 

Step 11: Plan for Annual Updates 

• Reassess CSA Limits and program rules yearly.
• Submit a change request to Bonterra if an update is needed (limited to one per calendar year).