Introduction to DocuSign
Grants Management Manual
Articles for Grants Management with common and not-so-common grant scenarios
Topics
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Chapter 1 - Introduction to Grants Management 7
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Chapter 3 - Compliance Review 21
- Compliance Review Overview
- Determining Funding Source for Grants.
- Grant Proposal Information
- Staff
- Reports
- Verify 501(c)(3) Status
- Conflict of Interest (COI) Check
- OFAC Check
- Lobbying
- Equivalency Determination (ED)
- Expenditure Responsibility (ER) Grants
- Grants to For-Profits
- Grants to Unregistered Organizations outside the United States
- Contingent Grants
- Grants to Universities
- Baltimore Grants
- 1/3rd Threshold
- Eligibility Assessment
- Hierarchy
- Appendices
- Comparison Compliance Review
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Chapter 4 - Approvals 4
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Chapter 6 - Accruals and Payments 15
- Payment Processing
- Budapest Process
- New York Process
- Payment Request In FC
- Bank Related Issues
- Scheduling Payments
- Paying Invoices for Vendors
- Payment Requests
- Approval Process and Authority
- Payment Statuses
- Process for Requesting Grant Be Assigned to Different Program Code
- Holding Payments
- Payment Schedules for Grants Over $500,000
- Accruals
- Reverse Accruals
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Chapter 9 - Modifications and Amendments 4
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Chapter 12 - Data Management and Reporting 19
- Data Management – Organization
- Organization Legal Name
- Identifying and Handling Duplicates
- Hierarchy: Parent-Child
- English v. Non-English Legal Name
- Organizational Name Change
- Individuals v. Organizations
- Integration Issues
- Address Format
- Phone Format
- Legal & Mailing Country
- Type of Support, Required
- Reports and Dashboards – TO BE DEVELOPED
- Data Management – Proposal
- Approval/Award/Accrual Dates
- Sensitive Grant Checkbox
- Format of Purpose Statement
- Assignment of Proposal Owner and Recommender Fields
- Use of Grant Condition(s) Field
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Chapter 13 - Special Grants 13
- Grants Using Outside ("Third-Party”) Funding
- Asset Grants.
- Contingent Grants
- Conditional Grants
- Conference Grants
- Flat Rate Reimbursement To Participants
- Converting Amount
- Entering the Record Into FC
- Travel Grants (in the U.S.)
- Matching Gifts
- Grants to a UN Agency or Intergovernment Agency
- Grants Referencing an MOU
- Inter-OSF Grants
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Types of Contingent Grants 9
- Matching Condition
- Performance Condition
- Multi-Year Contingent
- Hybrid General Support - Matching Condition
- Some Relevant Links
- Questions for review with Finance and Legal:
- New Hire Page: Finance and Budget
- Clarifications to Policy on "Multi-Year Support Using Contingent Grants"
- Matching Grants in the Works
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Workflow Grantmaking Process 3
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Grant Payment Process 1
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DocuSign Guide – What My Grantee Sees 7
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Compliance Review Actions for Organization Grants 1
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