New Feature Release: Automated Conflict of Interest Collection
In this blog post, we showcase Temelio’s Conflict of Interest (COI) functionality, which enables organizations to collect, track, and act on COI disclosures throughout their grantmaking process.
New Feature Release: Automated Conflict of Interest Collection
It's important for foundations to collect conflicts of interest (COI) to ensure transparency, maintain public trust, and support fair decision-making. By identifying personal, financial, or professional relationships that could influence funding or governance, foundations can safeguard the integrity of their grantmaking processes. Clear COI disclosures help prevent bias, protect against reputational risk, and demonstrate accountability to stakeholders, ultimately strengthening the foundation’s credibility and effectiveness.
The video below showcases Temelio’s COI functionality, which enables organizations to collect, track, and act on COI disclosures throughout their grantmaking process. The feature functionality includes:
COI Collection Configuration: Admins can configure how COI data is collected—either by having users select from existing organizations or add new ones to their profiles. This flexibility supports different organizational policies.
User Invitations and Reminders: Admins can invite internal or external individuals (like board members) to submit COI forms and set up recurring reminders for updates.
User Submission Experience: Invited users receive a link to complete their COI form in Temelio, where they can disclose their relationships (e.g., board memberships), describe the nature of the conflict, and save multiple entries.
COI Tracking and Visibility: Admins can view all submitted COIs per individual and generate a comprehensive report across the organization.
Integration with Grantee and Grant Records: COIs are visible on individual grantee profiles and specific grant pages, with clear indicators and details about the nature of each conflict.
Grant Approval Safeguards: When a grant is moved to the “approved” stage, any related COIs are flagged, ensuring the approver is aware of potential conflicts before finalizing decisions.
This functionality ensures that potential conflicts are not only collected but also proactively surfaced during critical decision points in the grantmaking workflow. For a more detailed understanding, you can watch the full video below.
