New Grantee Orientation and Grants Management Techniques

The New Grantee Orientation and Grants Management Techniques module offers comprehensive training for managing federal grant funds and is designed for new and experienced grant managers. This module begins with an in-depth exploration of the administrative requirements necessary for non-federal entities, emphasizing financial management requirements to ensure fiscal responsibility, budget planning, and accurate financial tracking. It also addresses procurement requirements, guiding participants in the acquisition of goods and services while adhering to federal guidelines and reporting requirements to prepare for effective grant reporting and compliance with federal standards.

The module delves into performance management and monitoring. Participants will learn a systematic approach to achieving program goals and managing resources efficiently. This includes practical strategies for developing and implementing a monitoring function as mandated by 2 CFR 200, identifying monitoring issues, and employing tools for both grantors and recipients. Additionally, the module is aligned with competencies identified by the Office of Personnel Management (OPM) for successful grant management outcomes.

What You Will Learn

At the completion of this course, you will be familiar with the administrative requirements for non-federal entities. We will address:

• Understand the grantee’s basic roles and responsibilities for effective grant management
• Define common types of grants and grant-related terminology
• Interpret common administrative, reporting, and financial requirements
• Appropriately procure goods and services to support grant performance
• Explain basic grant auditing and close-out procedur

Who Should Attend

This course is designed for Puerto Rico Department of Health employees and recipients of grants from the Puerto Rico Department of Health.  This course is intended for grantees of federal funds either as a direct recipient or as a sub-recipient. The attendees should be individuals managing and administrating grants involving federal funds.

Health & Safety Protocols

For all on-site training in the insular areas, the Graduate School USA's Pacific and Virgin Islands Training Initiatives (PITI-VITI) works closely with local training hosts to ensure that participants, instructors, and training support staff enjoy a safe learning experience. Please note the following:

• Full details of PITI-VITI's health and safety guidelines are available here.
• Please contact PITI-VITI Admin at [email protected] with any questions or concerns.