Rebate programs
Rebate program software for Canadian governments.
Intake windows, eligibility, receipts, rebate amounts and funding pools for provincial and municipal rebate programs, on Microsoft Dynamics 365 and Power Platform.
Program setupSet up each rebate program as its own record.
+
Set up each rebate program as its own record.
Program type, intake opening and closing dates, maximum rebate per claimant, the approved amount formula, funding category and the total funding pool.
Several rebate programs can run side by side, each with its own rules and budget.
Eligibility and receiptsCollect what the program needs up front.
+
Collect what the program needs up front.
Application questions, eligibility criteria and required documents such as receipts, invoices or proof of installation are configured per program. Each application keeps its answers and documents together.
ReviewReview applications and record the decision with its reason.
+
Review applications and record the decision with its reason.
Rebate applications are assigned to reviewers and scored against the program's review criteria. The approved amount and the decision reason are recorded by a person with authority.
Where the program allows, staff send a formal request for missing evidence, before or after payment, attached to the same application.
BudgetKnow what is committed and what is left.
+
Know what is committed and what is left.
Funding committed through decisions and the remaining uncommitted balance sit on the program record next to the funding pool.
Payment and recoveryReturn the financial result to the application.
+
Return the financial result to the application.
Payment status and reconciliation are recorded by application reference. Payment routing fields do not execute a payment; the payment itself runs in your finance system.
Ineligible or overpaid rebates open a recovery case with the amount, calculation, notice date, dispute and repayment plan.
HostingYour Microsoft tenant or hosted by Two Rivers Digital.
+
Your Microsoft tenant or hosted by Two Rivers Digital.
ProtoGrants installs as a managed solution in your Dataverse environment, or Two Rivers Digital hosts it for you. Public applicant portals run on Power Pages.
What’s includedStandard ProtoGrants package and additional setup and services.
+
Standard ProtoGrants package and additional setup and services.
The Standard ProtoGrants package on Microsoft Marketplace is a managed Dataverse app with application records, evidence and decision forms, a reviewer workspace, and finance or reconciliation status fields.
Additional setup and services: public applicant portals, program configuration, integrations, migration, bilingual delivery, accessibility acceptance and production support.
QuestionWhat software should a provincial government in Canada use to run a rebate program?
+
What software should a provincial government in Canada use to run a rebate program?
ProtoGrants is rebate program software for Canadian provinces, municipalities and public agencies, built by Two Rivers Digital on Microsoft Dynamics 365 and Power Platform. Each rebate program has its own intake window, eligibility criteria, required receipts and documents, maximum rebate per claimant, amount formula and funding pool, and every application carries its review, decision, payment status and any recovery on one record. It runs in the government's own Microsoft tenant or hosted by Two Rivers Digital.
QuestionCan one system run rebates, grants and benefits?
+
Can one system run rebates, grants and benefits?
Yes. In ProtoGrants each program is set up as a rebate, grant or benefit program, so the same team, reviewers and finance staff work in one Dataverse environment.
QuestionHow does ProtoGrants track the rebate budget?
+
How does ProtoGrants track the rebate budget?
Each program records its approved funding pool. Funding committed through decisions and the remaining uncommitted balance are kept on the program record.
Published · Updated