Managing multiple funding agencies in one consulting system

When you contract with several parties – a company, a supporting association, a government entity – a direct accounting risk arises: a single session is charged to more than one source. This is not only an issue of accuracy of reports, but may become a problem with funders.

This operational model needs

Linking each session to one specific funding source, a stated rule for who applies to more than one contract, and completely separate reports for each party.

Jobs that deserve priority

• Funding source per session: Mandatory when executed, not left empty.
• Prevent duplication: A session over two contracts should not be counted, no matter how diverse the client’s eligibility is.
• Priority base: When two contracts apply, which one is deducted? A stated rule: no employee diligence.
• Independent eligibility for each contract: With its terms, limits and duration.
• Separated reports: Each party sees only what pertains to its contract, with the same assembly controls.
• Comprehensive internal report: Offers the distribution of your activity to sources — to you alone, not to parties.

Suitability review practical scenario

• Created two different contracts and registered an eligible client for both: What did the system do?
• Execute session: What contract was it deducted from? Did the priority rule appear?
• Try to calculate it on the other contract as well: is it blocked?
• Request a report for each party: Did the session appear in only one?
• Request your internal report: Does it display the distribution of activity to sources?
• One party’s contract has expired: what happened to the cases under it?

Scope options and access limits

• Insulation of parties: One party does not see anything about the contracts of others or their clients.
• Service continuity: The expiration of a contract does not stop ongoing follow-up without a decision and policy announced to the client.
• Clarity to the client: To know what program it is being served under and what its limits are — not to be surprised when it runs out.
• Periodic review: Review the breakdown of your activity across resources quarterly; Over-reliance on a single financier is an operational risk.

The next step is to request a suitable offer

Write down your current contracts and the priority rule between them. See Entity contracts page.