1 / 7

Effective Financial Management: Crafting a Basic Program Budget

This training session, part two of our financial management series, focuses on the essential skills needed to develop a basic program budget. Participants will understand the manager's role in financial stewardship and the grant proposal process, including compliance and reporting. Key topics include identifying budget needs, researching funders, preparing proposals, and maintaining compliance post-award. We'll highlight Cal. EMA as a significant funder and share best practices for tracking expenses and outcomes to ensure successful program management.

armand-larson
Télécharger la présentation

Effective Financial Management: Crafting a Basic Program Budget

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Financial Management, Part 2: Developing a Basic Program Budget Harkmore Lee, CALCASA

  2. Learning Objectives • Understand the role of managers as good stewards of money (“Big Picture”) • To understand both the grant proposal process, as well as importance of compliance. • Learn about one important funder: Cal EMA • Tie in revenues and expenses to your project.

  3. The Grant Proposal Process – Simplified description • Identify and quantify the budget need • Research and identify potential funders. • Carefully read the application and what is required. • Make the case. Good writers, good eyes. • Provide good outcomes and solid data. • Prepare and attach the proposed budget. • Copies  Signatures  Submit  Wait  Award! SUBMITTING A PROPOSAL IS A TEAM PROCESS!

  4. Got the award, now what? 10 keys to staying compliant: • Understand what the obligations are for the grant via the award letter and contract. • Write down all report deadlines. • Know how to complete a funder’s grant report. • Educate your staff. • Track all numbers – programmatic and financial (see sample)

  5. 10 keys to staying compliant: • Remember what is reasonable, allocable and allowable. • Complete the report carefully and submit on-time. • Keep good and open communications with your grant manager/monitor. • Keep an excellent filing system. • When in doubt, ask for help.

  6. Looking at one funder: Cal EMA • 2010 Recipient Handbook: http://www.oes.ca.gov/WebPage/oeswebsite.nsf/PDF/2010%20CalEMA%20Criminal%20Justice%20Programs%20Recipient%20Handbook/$file/TOC%20INDEX%201000-14000%20FINAL.pdf

  7. QUESTIONS???

More Related