Grant Management using Quickbooks Course

Purpose

Through the use of proper methods and the application of accounting and financial concepts, this course is meant to help people who work in grant management become efficient and effective in the acquisition and utilization of money for development purposes.

Duration: 10 days

Target Audience

Finance Directors, Finance Managers, Procurement Directors, Procurement managers, Procurement officers, Administrators, Project officers, Budget Accountants, Auditors, Chief Accountants, Credit Controllers

Course Objective:

  • Identify and assess the critical terms and conditions of grant aid for donor-funded projects
  • Ensure compliance with donor terms and conditions
  • Providing supporting documents
  • procurement of goods and services; and meeting financial reporting requirements
  • Use a grant schedule to managing multiple-funded programmes
  • Prepare a donor financial report to match with a project narrative report.
  • Describe the four phases in the grant management cycle
  • Clarify key responsibilities and routines needed for successful grant management
  • Describe the impact of foreign exchange on grant management
  • Identify the requirements for closing off a donor grant.
  • Use of Quickbooks and Excel in management of grant

Program Outline

  • Key challenges in grant management
  • The grant management life cycle
  • Responsibilities and routines in grant management
  • The flow of donor funds
  • Assessing the terms and conditions in grant agreements
  • How grant agreements impact on accounting and procurement systems
  • Complying with donor reporting requirements
  • Managing multiple-donor funded projects
  • Managing key relationships for successful grant management
  • Advance QuickBooks in grant management
  • Advanced excel formulas and functions for grant management
  • Excel chart in depth for grant presentation