BMG Capacity Connect Tracking Tool

Your All-in-One Grant Management, Compliance & Organizational Oversight Solution

Track Smarter. Stay Compliant. Build Stronger Organizations.

Take control of your grant management and organizational compliance with the BMG Capacity Connect Tracking Tool, a comprehensive Excel-based management system designed for nonprofits, grant-funded organizations, consultants, and program administrators.

Managing multiple grants, tracking expenditures, meeting reporting deadlines, and maintaining compliance can be overwhelming. BMG Capacity Connect simplifies the process by bringing your essential grant management and oversight activities into one centralized tracking system.

What's Included?

Our tracking toolkit provides resources to help organizations manage:

✅ Grant Portfolio Management – Track funding sources, award amounts, grant periods, project milestones, and deliverables.

✅ Budget & Financial Tracking – Monitor approved budgets, expenditures, remaining balances, and financial performance.

✅ PPR & PFR Reporting – Track performance and financial reporting requirements, submission deadlines, and completion status.

✅ Compliance & Internal Audits – Monitor compliance requirements, internal reviews, findings, and corrective actions.

✅ Procurement & Vendor Oversight – Track competitive bidding, vendor documentation, contracts, and procurement compliance.

✅ Internal Controls & Segregation of Duties – Monitor financial accountability, approval responsibilities, and internal control procedures.

✅ SOP & Policy Management – Track organizational policies, approval dates, revisions, and implementation.

✅ Staff Training & Performance Evaluations – Monitor employee training, certifications, performance reviews, and accountability.

✅ Grant Writing & Funding Pipeline – Organize funding opportunities, application deadlines, proposal development, and submission status.

✅ Executive Dashboard & Compliance Calendar – View key performance indicators, financial summaries, deadlines, and compliance alerts.

Key Features

📊 Centralized Executive Dashboard

📅 Deadline and Reporting Tracking

📈 Automated Calculations and Financial Summaries

🚦 Color-Coded Compliance Indicators

📋 Dropdown Menus and Organized Data Entry

🔍 Audit Readiness and Monitoring Tools

💼 Multiple Grant and Client Tracking

📁 Reusable Excel Workbook Templates

Who Is This Tool For?

• Nonprofit Organizations
• Grant Managers and Administrators
• Executive Directors
• Fiscal Managers and Accountants
• Grant Writers and Consultants
• Program Directors and Coordinators
• Organizations Managing Federal, State, Local, or Foundation Grants

Why Choose BMG Capacity Connect?

Because receiving a grant is only the beginning — managing it responsibly is what builds sustainability.

The BMG Capacity Connect Tracking Tool helps organizations strengthen financial accountability, improve reporting efficiency, identify potential compliance concerns, and establish more effective internal oversight systems.

Whether you're managing one grant or an entire funding portfolio, this tool helps keep your organization organized, accountable, and prepared for monitoring and reporting.

Invest in Your Organization's Capacity!

💙 BMG Capacity Connect

People | Strategy | Resources | Impact

Track Today. Strengthen Tomorrow.

🌐 www.busmodelgroup.org

📧 Info@busmodelgroup.org

📞 708-830-9567

Product Format: Downloadable Microsoft Excel Workbook (.xlsx)

Please Note: This tool is intended to support internal grant management and compliance tracking. It does not replace professional auditing services or the specific requirements of individual funding agencies.