Grant Management Standard Work
Grant Management Standard Work
Daily
_____ Check program e-mail and voice mail
_____ Supervise work and workers
_____ Provide financial oversight
_____ Document appropriately
_____ Maintain appropriate and accessible files
_____ Keep sensitive information encrypted or password protected
As Needed
_____ Accept and document gifts
_____ Collaborate with community
_____ Collaborate with funder
_____ Collaborate with SPPS departments
_____ Contractor payments
_____ Coordinate fundraising
_____ Coordinate evaluation
_____ Coordinate grant-related travel
_____ Coordinate grant work plan
_____ Coordinate media interactions
_____ Document project activities
_____ Identify problems or concerns
_____ Monitor contracts and contractors
_____ Monitor sub-awards
_____ Oversee data collection
_____ Oversee reporting
_____ Professional growth reimbursement
_____ Purchase supplies and equipment
_____ Code of conduct
_____ Property control
_____ Record revenue in activity tracker
_____ Report possible fraud
_____ Request certificate of liability insurance
_____ Submit requisitions to HR for staff
_____ Submit requisition to purchasing for contractors and consultants
_____ Transfer or dispose of equipment and portable and attractive supplies
Implementation
_____ Attend funder meetings
_____ Create/convene any advisory committees
_____ Establish and implement work plan
_____ Data collection plan
_____ Report preparation and due dates
_____ Purchase supplies and equipment
_____ Code of conduct
_____ Property control
_____ Review grant application and award documents
_____ Review and revise budget
_____ Sign up for trainings needed
_____ Submit requisitions to HR for staff
_____ Submit requisition to purchasing for contractors and consultants
Weekly
_____ Prepare deposits for the bank
_____ Contractor reports (if needed)
_____ Log project activities in a personal journal
Every Other Week
_____ Approve Time and Effort reports
Monthly
_____ Create monthly project report
_____ Contractor reports (if needed)
_____ Reconcile athletic ticket sales
_____ Request and receive federal funds
_____ Review P-Card use
_____ Submit P-Card documentation
_____ Submit mileage report
_____ Monitor and manage budget
Semiannually (Every 6 months)
_____ Approve Time and Effort reports
_____ January
_____ July
_____ Conduct inventory
_____ Semi-annual report
Quarterly
_____ Quarterly report
_____ Meet with grants management coordinator
Annually
_____ Annual report
Closeout (0-90 Days after end of project)
_____ Close out contracts
_____ Coordinate evaluation
_____ Prepare and submit final report
_____ Work with REA and grants office
_____ Wrap up final activities
_____ Work with HR to place staff in new positions or on lay-off
_____ Transfer or dispose of supplies and equipment
_____ Make recommendations to SPPS
_____ Present project outcomes to appropriate audiences
_____ Place records in storage
After Closeout
_____ Implement changes recommended by the project
_____ Retain records for five years
_____ Seek funding for projects that add to new knowledge
See the Grant Management Standard Work Grid for more complete details.