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Grants Management Manual
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Grants Management Manual
DocuSign Guide – What My Grantee Sees
6. Confirmation of Completed DosuSign Envelope
6. Confirmation of Completed DosuSign Envelope
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Topics
Chapter 1 - Introduction to Grants Management
7
Office of Grants Management
List of Entities
Open Society Foundations, An Introduction
Foundation Connect
Global Support Request
Enhancements to Foundation Connect
Foundation Connect User Group (FCUG)
Chapter 2 - Before Compliance
11
Receiving and Logging In Proposals
Unsolicited Inquiries
Open Calls and Targeted E-Mails
Logging Proposals into FC
Documents Requirements
Lobbying Review
Proposal and Grantee Staff
Processing Declined Proposals in Programmatic Review
Program Code
Payments
Reports
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
Introduction
Organizational Eligibility
Grant Approval Authority
Board Approvals for Grants
Chapter 5 - Grant Letters
4
Grant Agreement/Grant Letter Processing
Drafting of Grant Agreement
Grant Agreement Signatories
Issuing Grant Agreements/Docusign
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 8 - Organization Grant Reporting
6
Post-Award/Monitoring
General Reporting Requirement by Grant Type
Compliance Issues
Submitting and Approving a Report in Foundation Connect:
Return of Grant Funds to OSF
Misappropriation of Funds/Internal Audit Review
Chapter 9 - Modifications and Amendments
4
Introduction
Change in Purpose
Budget Amendment
Superseding Grant Agreements/Decrease Amendment Letters
Chapter 10 - Grant Closure
8
Cancelling a referred grant
Introduction
Cancelling Grants
Rescinding Grants
Terminating Grants
Grant Closure Letters
Individual Grant Closure
Do Not Fund Process
Chapter 11 - Record Keeping
4
Introduction
Retention Policy
Grants List, Audited Financials and Other Year-End Activities for U.S. Entities
OSF Copyright Policy – June 2011
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
Functional Workflow Diagram of the Grantmaking Process
Solicit and Assess Proposals
Conduct Compliance Review
Grant Payment Process
1
Grant Payment Processing
DocuSign Guide – What My Grantee Sees
7
Introduction to DocuSign
After Clicking on the “View Documents” Link
On the Letter Itself
DocuSign Signature Options
Finish
6. Confirmation of Completed DosuSign Envelope
Sign on Paper
Compliance Review Actions for Organization Grants
1
Grant Letter Review
Referral Process Overview
8
Background
Challenging Referral Scenarios
Compliance Issues
Reasons for FS Rejection
Reverse Referral Proposed Procedure
General information on General Support Grants
To Do List for General Support Grants, Please Consider the Following:
Referred Amendments
Last Updated
May 24, 2017
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