Grants Management Manual
Articles for Grants Management with common and not-so-common grant scenarios
Topics
-
Chapter 1 - Introduction to Grants Management 7
-
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
-
Chapter 4 - Approvals 4
-
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
-
Chapter 9 - Modifications and Amendments 4
-
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
-
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
-
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
-
Workflow Grantmaking Process 3
-
Grant Payment Process 1
-
DocuSign Guide – What My Grantee Sees 7
-
Compliance Review Actions for Organization Grants 1
Helga Nagy
additional text after first paragraph needs to be edited and rephrased (too many 'in addition's for example)
Helga Nagy
paragraph on lobbying is superfluous or inserted to the wrong place.
Insert regranting guideline link underr re-granting paragraph.
Financial report issues: explain exchange rate calculation problems in two sentences (weighted average , historic exchange rates)
Helga Nagy
change equipment amount to 1,500.00 USD