Walkthrough Guide
City of Mobile · Community Project Fund
Welcome to the CPF Grant Management Portal
This guided tour walks you through the grant management system built for the City's $50 million Community Project Fund, at your own pace and on your own schedule.
Executive Overview
For leadership and evaluation committee members
About 3 minutes7 stopsLeadership
Full Program Walkthrough
For program staff and compliance reviewers
About 8 minutes15 stopsProgram staff
This environment contains sample data prepared for demonstration.
CPF Grant Management Portal Reference Guide
City of Mobile · Community Project Fund · Demo Reference
1. Purpose of the Portal
The CPF Grant Management Portal is a custom enterprise grant management system built for the City of Mobile's $50,000,000 Community Project Fund program. It provides centralized tracking of all CPF-funded projects, funding drawdowns, compliance requirements, environmental reviews, labor standards, monitoring activities, documents, risks, and reporting across the full 36-month program period.
2. What the Portal Tracks
- Projects, budgets, committed amounts, and drawdowns
- Deliverables, milestones, and task deadlines
- Environmental reviews and HEROS compliance
- Davis-Bacon wage decisions and certified payroll
- Monitoring visits, desk reviews, and on-site reviews
- Documents with version control and categorization
- Findings, corrective actions, and risk register
- Executive, compliance, financial, and closeout reports
3. Suggested Demo Flow
- 1Start with the Executive Dashboard to show portfolio-level KPIs, drawdown progress, and executive alerts.
- 2Open the Projects page and demonstrate search and filter capabilities across the 12-project portfolio.
- 3Open the Smith Community Center project to show the detailed project view with tabs.
- 4Review the Compliance tab on the project detail page, then navigate to the Compliance module.
- 5Review the Environmental Reviews / HEROS page to show the review workflow and construction hold warnings.
- 6Review the Davis-Bacon page to show payroll tracking and missing payroll alerts.
- 7Review the Monitoring page to show the Monitoring Plan document and visit tracker.
- 8Review Drawdowns & Budget to show quarterly financial activity and budget utilization.
- 9Review the Reports page to show available executive and compliance reports.
- 10Close by explaining City ownership: this is reusable infrastructure the City keeps after the engagement.
4. City Benefits
Real-time visibility into all CPF projects and funding
Audit readiness with complete documentation trails
Faster draw request approvals and compliance reviews
Reduced compliance risk through proactive monitoring
Centralized document management across all projects
Reusable system for future grant programs
Executive reporting for leadership and council briefings
Stronger internal controls and accountability
5. Key Talking Points for Proposal Review
“This is not a temporary tracker. This is a permanent grant management system the City can keep and reuse after the engagement.”
“Every dollar, deliverable, and compliance item is tracked in one place. No more spreadsheets or disconnected folders.”
“The portal is configured for the City of Mobile CPF program but can be extended for other federal and state grant programs.”
“Environmental review and HEROS workflows are built in, not bolted on.”
“Davis-Bacon compliance is tracked at the payroll week level with automated alerts for missing submissions.”
“Executive dashboards pull live data from project records. Nothing is manually re-entered for reporting.”
“The City owns the system, the data, and the configuration. Altus builds it and transfers full ownership.”
6. Pages Included in Demo
| Page | What It Demonstrates |
|---|---|
| Executive Dashboard | Portfolio KPIs, drawdown progress, compliance summary, alerts, and recent activity |
| Projects | Searchable project portfolio with phase, risk, and compliance filters |
| Project Detail | Per-project tabs for overview, tasks, drawdowns, compliance, monitoring, documents, and history |
| Drawdowns & Budget | Quarterly draw activity, budget utilization, and draw request tracking |
| Compliance | Compliance area dashboard, deadlines, calendar, and findings tracker |
| Environmental Reviews / HEROS | Environmental review workflow, HEROS status, and construction hold warnings |
| Davis-Bacon | Certified payroll tracking, wage decisions, and missing payroll alerts |
| Monitoring | Monitoring Plan document, visit tracker, findings, and corrective actions |
| Deliverables | Program and project deliverable tracking with status and priority |
| Documents | Categorized document repository with version control |
| Reports | Report center with executive, compliance, financial, and closeout reports |
| Risk Register | Risk dashboard, register table, and category/severity charts |
| Administration | User roles, permissions, workflow, and branding settings |
7. Notes for Future Build
The following capabilities will be implemented in the production deployment:
- Authentication with single sign-on integration
- Role-based access control with granular permissions
- Secure cloud file storage with encryption at rest
- Production database with backup and disaster recovery
- Email and in-app notification delivery
- Immutable audit logs for all user actions
- PDF and Excel export generation
- City user management and onboarding workflows
- API integrations with City financial and permitting systems