Radhika Agrawal
Grantmaking tool

Grantee Balanced Scorecard

A working scorecard for assessing a nonprofit partner and their proposal before a CSR grant is approved. It keeps eligibility (a legal yes or no under the CSR Rules) separate from assessment (a weighted score), and treats the organisation and the project as two separate questions.

Built by Radhika Agrawal · designed around India CSR grantmaking (Companies Act Section 135, Schedule VII)

How to use it. Set the grant type, then answer all four eligibility gates: a "No" on any gate means the entity cannot receive CSR funds, regardless of how it scores elsewhere. Then rate each parameter 1 to 3 against its scoring guide, or N/A where it genuinely does not apply. Some parameters are objective and are answered Yes or No. A band is shown only once the gates are answered and enough of the scorecard is complete; the panel always states how much weight the score is based on.
1 inadequate, scores 0 2 adequate, scores 50 3 strong, scores 100 N/A removes that weight from the score
Grant type
A renewal, or a material grant to a flagship or established long-term programme, also requires section 7 (scalability, replicability and sustainability). Selecting it adds that section and rebalances the weights.
Not eligible to receive CSR funds.

Eligibility gates

Conditions set by the CSR Rules. These are legal requirements rather than matters of judgement, and all four must be answered.

–Incomplete
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