资助发现与匹配：了解客户的项目和发展计划，然后确定并筛选出最符合其需求的资助计划。

资助计划规划：制定在首次申请之后，与客户发展的每个阶段相一致的资助计划。

机构联络点识别：确定项目的合适机构联系人或渠道，以便从一开始就正确地处理申请。

提交前协调：尽早与相关机构接洽，确认方案的适用性和要求，确保在提交之前，申请材料齐全且范围明确。

Application Planning: Advise on the key components of the application to ensure the project is presented clearly and in line with scheme requirements.

Application Preparation: Build all application assets, including project proposals, costing tables, financial forecasts, and other materials required by the agency. Check and organize documents provided by the client to ensure completeness and suitability for submission.

Proposal Development: Present the project's merits and expected impact clearly, mapped against each scheme's stated evaluation criteria.

Application Submission: Guide clients step by step through the relevant online portal, such as the Business Grants Portal (BGP), in line with the agency's defined channels and procedures..

评估支持：帮助客户应对与资助机构的评估流程，确保及时、清晰地解答疑问。

战略应对：协助客户针对拨款评估人员的每一轮询问，准备事实准确、恰当的答复。

项目协调：根据拨款评估人员的要求，及时跟进客户的申请修改情况，为客户提供支持。

报价分析：审查报价，重点突出关键条款、交付成果以及客户需要注意的潜在陷阱。

文档框架：从一开始就建立项目相关文档的跟踪框架，以便客户在索赔时一切井然有序、准备就绪。

索赔准备：向客户提供索赔策略和文件蓝图，使其符合报价函的要求。

交付物可行性审查：如果交付物似乎难以按计划实现，则与客户和代理机构合作，确定一个切实可行的前进方向，以支持更顺利的索赔和支付结果。

接受：协调要约接受程序。

Project Monitoring: Track progress against the grant offer timeline and stipulations, flagging deviations early so they can be addressed before they affect claims.

Milestone Claims: Prepare and submit milestone based claims as each stage is completed, keeping disbursements on track where the scheme allows for it.

Interim Claims Handling: Manage claims disbursed across earlier milestones ahead of project completion, keeping each submission accurate and properly documented as the project progresses.

Documentation Compliance: Maintain records, such as signed quotations, invoices, payslips, and delivery orders, in line with the offer letter's qualifying period, expenditure, and deliverable conditions, so nothing is scrambled together at claim time.

Variation Handling: Manage timeline extensions and scope amendments through the formal process, preparing complete requests to support a smooth agency review.

Claims Management: Manage the end to end claims process, helping clients avoid common pitfalls that could delay or affect disbursement.

Claims Preparation: On project completion, assist the client in preparing for claims, including checking vendor invoices and bank statements against expenses paid, completing final project reports, and engaging claims auditors.

Documentation Consolidation: Consolidate and prepare all other paperwork required for claims submission.

Submission Support: Support the submission of claims on the grant agency's dedicated portal, in accordance with their process.

Audit Support: Provide guidance in drafting accurate, complete responses to every round of enquiry from the claims auditors, and facilitate engagement with external grant auditors where required.

Query Resolution: Work through auditor questions thoroughly, aiming for a clean and efficient close to the audit process.

Disbursement Administration: Once claims are approved, help the client manage the administrative steps for disbursement of claims monies into their bank account.