Introduction to Grants Management

Day One
Section 1 - Overview
What are Grants?
Brief history and purpose of grants
Types of grants
Order of precedence of statutes and regulations
Flow of funds
Roles, relationships, and responsibilities
Grantors
Grantees
Host Organizations
Terminology and regulations
Most commonly misused/misunderstood
Practice using OMB resource material

Day Two
Section 2 – Administrative Requirements
Universities, Hospitals, and Non-profits: 2 CFR Part 215 Uniform Administrative Requirements for Grants
and Agreements with Organizations (formerly A-110)
State and Local Governments
A-102 – Grants and Cooperative Agreements with State and Local Governments
Common Rule for each agency (formerly attachments to A-102)
Discuss selected administrative requirements and most common problems found

Day Three
Section 3 – Cost Principles
Educational Institutions: 2 CFR Part 220 Cost Principles for Educational Institutions (formerly A-21)
State and Local Governments: 2 CFR Part 225 Cost Principles for State, Local, and Indian Tribal
Governments (formerly A-87)
Non-Profit Organizations: 2 CFR Part 230 Cost Principles for Non-Profit Organizations (formerly A-122)

Day Four
Section 4 – Effectively Ensuring Compliance
Identify key steps that can help to ensure compliance with grant related requirements
Create a plan for evaluating existing policies and procedures
Section 5 – Case Study
Introduce case study and work through a series of team exercises to identify:
lack of performance in roles and responsibilities, administrative compliance issues
cost principles; compliance issues; and appropriate next steps to prevent or detect future issues.
Grants Performance Management

Day 1:
Lesson 1 – Performance Management

 Managing and Improving Performance in Government Programs

o History of performance management in government programs
o GPRA, PART, and PIC
o Current events in performance improvement in government programs
 Basics of Performance Management and Measurement
o Performance measurement
 Data selection
 Data collection
 Data analysis

Day 2:

 Performance evaluation
o Outputs vs outcomes
o Short-term vs long-term outcomes
 Performance management

 Strategic planning and reporting

o Integrating program performance with agency high-priority goals
o On-line reporting requirements
 Practice performance measurement and evaluation

Lesson 2 – Assessing Risk

 Overview of Risk
 mpact and Probability
 Risk Mitigation Strategies
 Prioritizing and Applying Risk Assessment for Monitoring

Day 3:
Lesson 3 – Monitoring

 Internal versus External

 Monitoring Systems
o Evaluating your monitoring system
 Monitoring Tools and Activities
o On-going, desk-review, site visit
o Checklists
 Documenting Monitoring Efforts and Results
 Corrective Actions and Follow-up
Day 4:
Case Study

 Re-Introduce case study and work through a series of team exercises to identify:
o Effective versus in-effective performance measures
o Data selection and collection opportunities and challenges
o Risks and mitigation strategies
o Monitoring techniques that could or should have been applied (including
assessment of cost/benefit)
o How to plan to prevent the issues that arose in the case study