Grants Management Program

AGENDA

 

            Day One

The Grants Management Process

•     Presentation

•     Case Study

•     Exercise

The Process and the Players

•     Grant Administration

•     Grantee

•     Office of Management and Budget (OMB)

•     Agency Auditors

•     Comptroller General

            Day Two

Structuring the Announcement

•     Format

•     Certificates

•     Application Requirements

•     Funding/Eligibility

Making Responsibility Determinations

•     Roles and Responsibilities

•     Responsibility Components

 

Developing Selection Criteria

•     Mandatory Requirements

•     Special Requirements

•     Cost as an Element

 

Competitive Requirements

•     Responsibility

•     Responsiveness

•     Number and Quality

•     Public versus Private

•     Subgrant Competition

 

Type of Grants

•     Cooperative Agreements

•     Cost-Type

•     Fixed Price

•     Cost Sharing

            Day Three

Selecting the Grantee

•     Process

•     Qualifications of Reviewers

•     Qualitative and Quantitative

•     Documentation

•     Ensuring Fairness and Equity

•         Performing Financial Analysis on Potential Suppliers           

 

Negotiations with the Grantee

•     Roles and Responsibilities

•     Negotiations Process

•     Setting Appropriate Objectives

•     Negotiation Styles

•     Using a Six-Step Process for Success

 

Ensuring Compliance with Terms and Conditions

•     Circulars

•     Policies

•     Acquisition Regulations

•     Legal Requirements

•     Required Terms and Conditions

 

            Day Four

 

Introduction to Grant Administration

•     Initial Case Study: Dealing with Grants

•     Administration Issues: “A Birdseye View”

 

Managing Projects

•     The Project Management Cycle

•     Roles and Responsibilities

•     Project Management Leveraging Exercise

•     Scheduling Projects: What are the Options?

•     How to Manage Risks?

•     The Rules of Documentation

 

Grant Formation    

•     Importance of the Narrative

•     Payment Term Options

•         Various Grant Types and Applicable Terms and
Conditions

•     Interpreting Grant Agreements


Day Five

 

Integrating the Grantee’s Application

•     Acceptance

•     Mistakes

•     Securing Grant Performance

 

Grants Administration

•     Inspection and Acceptance

•     Risk of Loss

•     Delays

•     Changes in Budgets and Scope

•     Managing Changes: The Change Process

•     Payment Matters

•     Reports

•     Schedule Changes

•     Problem Solving and Corrective Action

•     Disputes/Appeals

•     Simulation: Managing a Grantee Problem