Regranting Process Overview:

MSC staff or projects have the autonomy to choose regrant recipients as long as the awards align with MSC's mission and any original fund restrictions.

Follow the Steps Below to Complete the Regranting Process:

1. Once recipients are chosen and award amounts decided, fill out the AP Form to create a grant letter.

2. The AP Form will send the draft grant letter to your project advisor and then to grants@movementstrategy.org for review.

3. The Grants team will review the agreement within 7 business days and send it for signature via DocuSign. They will also copy the relevant Bill inbox for payment submission after execution.

   1. 1. 1. • Under $100k, regrant agreements must be signed by MSC's Executive Director.

            • At $100k and above, regrant agreements must be initialed by The Chief Strategy & Innovation Officer or the Chief Operating & Financial Officer and then signed by MSC's Executive Director.

4. If there are questions or changes needed, the Grants team will contact the submitter, copying the project’s Advisor for FSP regrants. Jotform provides a submission edit link with the draft grant letter, allowing changes without resubmitting the form.

5. When the agreement is fully executed, the relevant Netsuite inbox will automatically receive the executed letter and coding information as a payment request submission.

6. Finance will process the regrant award according to the regular accounts payable schedule.

If the regrant agreement contains reporting requirements, a task will be assigned to you in Netsuite. When you receive the report, attach it to the task and mark the task complete.

Regranting Requirements

Regrant Amendments

Process for Amending Regrant Agreements:

1. Fill out the AP Form to create a grant amendment.

2. The AP Form will send the draft grant amendment to the project advisor and then to grants@movementstrategy.org for review.

3. The Grants team will review the amendment within 3 business days and send it for signature via DocuSign.

   • Under $100k total award, regrant amendment must be signed by MSC's Executive Director.

   • At $100k and above total award, regrant agreements must be initialed by the Chief Strategy & Innovation Officer or the Chief Operating & Financial Officer and then signed by MSC's Executive Director.

   • If the amendment involves a fund increase, the Grants team will copy it to the appropriate Bill inbox on the executed DocuSign.

4. If there are questions or changes needed before execution, the Grants team will contact the submitter (and copy the project’s Advisor for FSP grants).

5. Once the Grants team receives the signed amendment, they will send it to the submitter or project director and save it to the original regrant Bill in Netsuite. 

6. Finance will process any award increase according to the regular accounts payable schedule.

Regrants to Individuals

Guidelines for Granting to Individuals:

MSC or its projects should generally avoid making grants to individuals, except in rare circumstances. Stipends, honoraria, or contract payments are usually more suitable. If you are considering granting to an individual, please reach out to the Grants & Compliance team for guidance.

Process for Granting to Individuals:

1. Once recipients are chosen and award amounts decided, gather a W9 form from each grantee.

2. Complete the AP Form to create grant agreements for each grantee.

3. The AP Form will send the draft grant letter to the project advisor and then to grants@movementstrategy.org for review.

4. The Grants team will review the agreement within 3 business days and send it for signature via DocuSign. If there are questions or changes needed before execution, the Grants team will contact the submitter (or Project Director with the project’s Advisor copied for FSP regrants).

5. When the agreement is fully executed, the relevant Netsuite inbox will automatically receive the executed letter and coding information as a payment request submission.

6. Finance will process the regrant award according to the regular accounts payable schedule.

Note: Individuals who receive over $2,000 in grants within a calendar year will be issued a 1099 form. 

International Regrants

Governing Documents:
The entity's governing documents must demonstrate its charitable purposes. This includes providing Articles of Incorporation or a similar formation document, Bylaws or a similar governing document, tax identification number (TIN), Board roster, and descriptions of program activities.

Financial Support Schedule:
The Financial Support Schedule should be comprehensive, detailing information such as grants and contributions received, net income from unrelated business activities, and gross receipts for services performed.

Pre-Grant Inquiry Checklist:
Please complete the Pre-Grant Inquiry Checklist prior to submitting your request. Contact MSC’s Finance Team or a Project Advisor for support.

Subsequent Disbursements:

Any further disbursements will be dependent on satisfactory reports.