Edit Right AdvisorsModel 2C of Grant Gearbox. Fund it right.
Compliance Compass
Compliance Compass is Edit Right Advisors' proposal compliance matrix. It extracts every requirement in a call, classifies it by type, maps it to where the proposal answers it, assigns an owner, and verifies and fixes each one. The completed matrix is authorized and archived at submission, so no proposal is lost on a technicality.
What is Compliance Compass?
Compliance Compass is Edit Right Advisors’ proposal compliance matrix. Funders can reject an application at screening for a missing annex, an exceeded page limit, or an unsigned form, before reviewers see its merits. These errors are avoidable but easy to miss under deadline pressure. Compliance Compass gives every requirement its own line, owner, and status, so you can see at a glance what is done and what is still open.
When should you use Compliance Compass?
Use it if your call has many annexes, forms, and formatting rules, or you have ever lost a bid to a missed requirement.
In your words: “We missed one annex, and the proposal was never read.”
How does Compliance Compass work?
- Extract: Every requirement is drawn out of the call and its annexes.
- Classify: Each requirement is sorted by type.
- Map: Each requirement is linked to the section and page where the proposal answers it.
- Assign: Each requirement gets a named owner.
- Verify and remediate: Each requirement is checked, and any gap is fixed.
- Authorize and archive: The completed matrix is approved and kept on record with the submission.
Requirement types: eligibility; format and page limits; results framework; budget and cost rules; annexes and letters; and forms and certifications.
Status: Pass, Fail, Open, or Not applicable.
What you get
- Outputs: a live compliance matrix that goes to you with the final draft and is fully closed at submission.
- Result: no proposal is lost on a technicality, and you can see that every requirement was met.
Delivered through SS-02 Grant Writing and Resource Mobilization.
What we need from you
- Every requirement in the call for proposals and its annexes, including amendments and published answers to questions
Who it is for
- NGOs and community-based and similar organizations: make sure every requirement is met before submission.
- Funders: receive complete, compliant submissions.
- Government: receive submissions that follow every rule and annex.
- Researchers: track each requirement, owner, and status in one place.
Illustrative example
Illustrative example only. This is a generic scenario, not a client result.
A call has a 20 page limit, four annexes, two signed certifications, and a published amendment. Compliance Compass extracts every requirement, including the amendment, and classifies each by type. Each line is mapped to the page that answers it and given an owner. Two days before the deadline, the matrix shows one certification still Open, so it is signed and verified in time.
Recognized practice behind Compliance Compass
- Compliance matrix. Compliance Compass follows the compliance matrix practice in the APMP Winning Business Ecosystem, built from the requirements of the solicitation.
- Funder requirements. The requirement types reflect the sections funders commonly set out, such as eligibility, format rules, budget rules, and required forms, as in the notice of funding opportunity structure in 2 CFR 200, Appendix I.
- Scope. The matrix covers programmatic compliance with the call. It is not a legal, audit, or financial compliance review.
Edit Right models are our own structured adaptations of established practice. Naming a benchmark, author, or institution does not imply accreditation, membership, or endorsement.
How Compliance Compass connects
2A Grant Gauge
Explore the model2B Review Ramp
Explore the model4C Proof Pyramid
Explore the modelParent framework: Grant Gearbox
Back to the frameworkFrequently asked questions
What is a compliance matrix?
It is a table that lists every requirement in a call, where the proposal answers it, who owns it, and its status. It is built from the requirements of the solicitation.
Does Compliance Compass include amendments?
Yes. The inputs include every requirement in the call and its annexes, including amendments and published answers to questions.
Is this a legal or audit review?
No. The matrix covers programmatic compliance with the call. Legal, audit, and financial compliance are outside our scope.
Key terms
- Requirement types: Eligibility; format and page limits; results framework; budget and cost rules; annexes and letters; and forms and certifications.
- Status: Pass, Fail, Open, or Not applicable.
- Remediate: Fix a gap found during verification.
- Programmatic compliance: Meeting the rules set out in the call itself.
Find funders that fit your mission.
Email hello@editright.io or call +1 314 998 0221.
Newsletter
Get the Latest Updates
Funding opportunities, proposal and grant writing tips, and practical insights straight to your inbox.