Add a "Request Vetting" Option for Grant manager & Status of Vetting on Due Diligence Screen

Currently on due diligence screen it says "Needs Vetting" but only provides steps for nonprofit/NGO to complete their vetting. I want to be able to trigger from the due diligence screen the vetting request to YC. Instead I have to screen shot and pull the org and contact information, go to an email, paste, engage my CSM to start the vetting process for me. Then we should be able to see the status of vetting on the due diligence screen as to avoid multiple rounds with the CSM.

  • Andrea Vullo
  • Aug 14 2025
  • Reviewed: Voting Open
Grant Managers
Client Name Lubrizol
Employee Name Andrea Vullo
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  • Andrea Vullo commented
    20 Aug 15:32

    Meg, our global nonprofits a not understanding that first of all and because the grant applicant portal is separate than NPOConnect it's a lot of work on our teams to get both pieces done. Secondly, we are working to find quality, vetted partners, so we are taking advance action to vet partners ahead of time so then they are ready for payment when we are ready for partnership. The time for vetting is very long so we need to be proactive. Thanks for considering.

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    Meg Radford commented
    20 Aug 15:21

    Thank you. Currently, vetting is initiated from an applicant creating an application -- could you please explain why you would need vetting for an org that is not tied to an application?

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