Services · Foundational

Grant Lifecycle and Compliance Manual

GMM01

Develops the grant management manual module covering grant lifecycle stages, roles, donor compliance obligations, approvals and coordination across programme and finance teams.

What changes

More consistent grant management, clearer donor compliance responsibilities and stronger coordination between programme and finance staff.

What you get

Grant Lifecycle and Compliance Manual module GMM002
Grant roles and responsibilities (RACI) matrix GMM003
Donor compliance obligations register GMM004
Grant approval and delegation of authority schedule GMM005

What has to come first

NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Module scope should be grounded in needs assessment findings on grant management gaps
AAMAccountability & Approval Matrix Recommended

Grant approval and delegation authorities should align with the organisation-wide accountability and approval matrix

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Secretary General	Approves and issues the manual module
HNS Finance Director	Owns grant financial compliance
Grants and fundraising team	Primary users; manage donor relationships
Programme managers	Co-own grant delivery and reporting
Compliance and risk officers	Monitor donor compliance
Internal audit team	Assurance over grant controls
GFDC delivery team	Drafts the module and advises
Donors and Movement partners	Compliance counterparties

How it is measured

Indicator	Target	Evidence
Grant Lifecycle and Compliance Manual module approved and issued	Within 9 weeks of kick-off	Approval minutes or signed manual module
Donor compliance obligations documented for active grants	100% of active donor agreements mapped	Donor compliance obligations register
Grant roles and approval authorities defined and assigned	RACI and delegation schedule complete	Approved RACI matrix and delegation schedule
Staff trained on the manual module	At least one session per relevant team	Training attendance records

Tools

5 of 5 ready to download.

GMM001 Grant Management Manual Policy DOCX
GMM002 Grant Lifecycle and Compliance Manual module Manual DOCX
GMM003 Grant roles and responsibilities (RACI) matrix Template XLSX
GMM004 Donor compliance obligations register Template XLSX
GMM005 Grant approval and delegation of authority schedule Template XLSX

Standards

COSO Internal Control - Integrated Framework
Donor agreements and reporting requirements
IFRC financial reporting and accountability framework for National Societies
IPSAS 23 - Revenue from Non-Exchange Transactions (grants, donations and donor funding)

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The form arrives with GMM01 filled in. You can change it, and you do not have to be sure.

Request GMM01

Code: GMM01
Tier: Foundational
Outcome area: 3 · Internal controls, policies, procedures and process effectiveness
Deliverables: 4
Tools: 5 of 5

Comes before

5 services name this one as a prerequisite.

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