Co-funding with another organisation

When two organisations that both use Backed pay for the same grant, a co-funding agreement lets them share what each needs to know about it. The agreement is a record of the signed data-sharing agreement between you: who leads, who is the partner, which fields of each grant are shared, and for how long. Nothing is shared until the partner accepts it, and nothing beyond the fields it names is ever shared.

Open Plan > Funds and choose Co-funding. The page has two tabs: Agreements and Co-funded grants.

This appears only when it is turned on for your organisation. Backed switches co-funding across organisations on for an organisation on request; until then the page says Co-funding across Organisations is not switched on for your Organisation. It also needs the Payments and Funds modules, and permission to work with payments.

Proposing an agreement

The organisation that runs the grant leads. It proposes an agreement from the co-funder's share on an approved application (see Co-funders on grants and rounds): it names the partner by its Backed address, chooses the fields to share, attaches the signed agreement document and sets the term.

The fields an agreement can share are fixed: the grant title, the funding round, the recipient, the approved amount, each side's share, the contract dates, the milestones and the payment totals. An agreement can name the contract dates, but Backed does not share them yet: the partner sees Not recorded there. A recipient who is a person is always shared as Individual recipient. Their name, address and contact details are never shared, whatever the agreement names.

Accepting or declining

A proposal appears under Proposals on both sides. The partner opens it and chooses Accept or Decline. Declining asks first, and nothing is shared under a declined agreement; the lead can propose a new one. Only the partner can accept or decline.

Each agreement's page shows the two parties, its status and term, the fields it shares, the signed document and its history. The document's SHA-256 fingerprint lets both sides check they hold the same signed copy: Copy SHA-256 copies the whole value. The lead holds the file itself, so the partner sees the document's file name and fingerprint, with Held by and the lead's name instead of a download.

What the partner sees

Once the lead links a grant to an accepted agreement, the partner sees it under Co-funded grants, in Grants you co-fund as the partner. Each grant shows only the shared fields, read-only, with As at and the time the copy was taken. Changes the lead makes reach the partner within 15 minutes.

The partner never sees the lead's other grants, applicants, assessments, notes or anything the agreement does not name.

Recording your share

As the partner, record your own share on each grant under Your share: Pledged, or Received with the amount, the date and your reference. Choose Save your share. This is the only thing the partner can change; everything else belongs to the lead and is shown read-only.

The lead sees your share in Grants you lead, beside the grant, with its own As at time, within 15 minutes. That list also shows whether each grant has reached the partner: Pending, Delivered or Not delivered.

Ending an agreement

Either side can end an accepted agreement with End agreement. Sharing stops for every grant under it. Each organisation keeps what it already holds: the partner's copies stay, read-only, marked Agreement ended with the date.