Grants Management 101

In this lesson, the Pre-Award section of this course is the focus, preparing your organization for the grant award application process from a grants management perspective. This lecture explains some of the information that may be requested by federal agencies.

In this lecture, we will discuss the Pre-Award Phase from the grants management perspective. The Pre-Award Phase is where an organization submits a grant award application based on an identified funding opportunity. From the grants management perspective, we will focus on what your organization needs to have in place prior to submitting the application.

In this lesson, we will be looking at three required registrations that are needed for grants applicants. Specifically, we will review EUI number and SAM.gov registrations. In this section of the course, we will learn how federal awarding agencies use this information to track awards and share best practices along the way for your organization.

In this lecture, we will review the Grants.gov website and its resources. We will discuss the CAGE code. We will go over Project Plan development. Then, we will go over the budgeting process. Although the budget narrative is not discussed in this lesson, there is a downloadable sample budget narrative in this lecture. Remember that the budget narrative explains the costs in each budget category (i.e. Program/Project Activity) of the budget.

In this lesson, we will enter the Award Phase. In this phase, it is important to understand the Notice of Award (NOA) agreement information. A sample of a Department of Health & Human Services (HHS) NOA is available in the resources section of this course for download.  We will also visit the website for the HHS-owned payment and reporting system PMS (Payment Management System).

In this lecture, we will review the Award Phase Tracker and Checklist. We will then go over sub-recipient monitoring and the FSRS reporting system.

In this lecture, we will discuss the Post-Award Phase. During this phase, we will cover implementing the grant award. This lesson will cover the following: bank accounts, the accounting ledger (chart of accounts), and expense tracking.

In this lesson, we will review Standard Form (SF) 425 for reporting. The award agreement will include all additional required forms for grant awardees. The SF 425 reporting form is used to understand your organization’s financial progress towards completing the planned project activities submitted with your grant application.

In this lecture, we will discuss the topic of subrecipient monitoring. I will define this term and discuss requirements.

In this lecture, we will discuss the grant award closeout phase. The grant closeout period starts prior to the end of the grant award project. In order to closeout the award, your organization must submit the final SF 425 reporting form, any additional programmatic reports, and additional requested supporting documentation to the federal government.

In this lesson, we will review the purpose and origins of 2 CFR 200 (Uniform Guidance) as well as the CFDA number's purpose.

In this lesson, we will review each of the 6 Subparts within 2 CFR 200 (Uniform Guidance) so that you will understand the purpose of each subpart. After this lecture, you will know where to look in 2 CFR 200 for a specific grants management topic of interest.

In this lecture, we will explain how 2 CFR 200 (Uniform Guidance) relates to audits and other reviews. The CFDA number, discussed in the previous lectures, is used to help identify major programs within audit and review reports.

In this lecture, we will review what we have learned throughout the course. Then, I will provide some Best Practices for the grants management.

In this Bonus Lesson, we will discuss a few grants management best practices that are specific to international organizations.

In this lecture, we dive into Risk Mitigation Strategies for managing grant-funded projects effectively across the Pre-Award, Award, and Closeout phases. Effective risk mitigation ensures compliance, keeps projects on track, and protects funding.

Thank you for completing the course. Please leave feedback about additional course material you would like added as Bonus Lectures. If you are interested in further assistance with managing your grant program(s), please reach out to me at greenspacelearningllc@gmail.com.