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
Agnes Almadi
test comment
Joe Behaylo
Can we write about how issue escalation is handled during CR? Might cover the following points:
1. There should be adequate training for GOs to answer almost all compliance questions that arise in grantmaking.
2. GOs should look for answers within the team before escalating to a lawyer.
3. We should escalate to lawyers when a scenario or fact pattern is unprecedented or we don’t have a consistent pattern of how to handle a particular scenario.
4. In BP, if you don’t have access to lawyers for certain scenarios, minimize escalation to legal specialists by building collective expertise within GM (including requesting associated training).
5. GOs should go to lawyers summarizing the case and making a recommendation – not just forwarding a long email thread and asking for a solution.
6. If there is likely to be a difference of opinion (or much back and forth), take the program off the communication and circle back when you have an answer. Definitely if there is uncertainty about referring a proposal between offices.
7. Likewise, if something is going to be contentious, try for a call or a meeting instead of generating email churn. Or escalate to regular meetings that you Kriszta and Jenny have with lawyers.
8. Track all proposals escalated to legal review and share response times and data patterns with Legal.