2. HEALTH RESOURCES & SERVICES ADMINISTRATION OFFICE OF FEDERAL ASSISTANCE MANAGEMENT DIVISION OF GRANTS MANAGEMENT OPERATIONS (DGMO) Presented by the: HEALTH PROFESSIONS BRANCH (HPB) Bruce A. Holmes, Ph.D. & Ms. Shelia Burks Senior Grants Management Specialists 301-443-0752 / Bholmes@hrsa.gov 12/4/20151

3. AGENDA Grants Management Specialist Role Expectation of Reviewers Reviewer Resources Budget Evaluation & Tips 12/4/20152

4. Grants Management Specialist Role Advisory in Nature. Provides Grants Policy and Budgetary Guidance : As Necessary / When Requested When Proposed Actions are in Conflict with HRSA Policies and Procedures 12/4/20153

5. EXPECTATION OF REVIEWERS Review the Entire Application – includes the Budget matter and completeness of Forms / Compliance ot the FOA’s specific budget traits. Trust Your Own Experience and Judgment in Regard to Direct Costs, Labor Categories, Hours proposed and other programmatic details when evaluating the budget 12/4/20154

6. EXPECTATION OF REVIEWERS YOU ARE NOT EXPECTED to determine if costs are “allowable.” (See SF424 Application Guide pages 32 -34 / Applicant Compliance at a Glance Authorities Page 9 – 10). Make a note in the Summary Statement If it’s not in the application, it’s not there….. 12/4/20155

7. REVIEWER RESOURCES DIR REVIEWER’S GUIDE (DRG): o GUIDELINES FOR WRITING STRENGTHS AND WEAKNESSES (See DRG Attachment) o BUDGET TIPS (See DRG Attachment) The FOA / SF 424 Application Guide / HRSA Staff (DIR, PO, DGMO) 12/4/20156

8. BUDGET TIPS Are the line items logically linked to activities outlined in the project narrative. Are they: o NECESSARY (Needed?) o REASONABLE (Use Your Judgment) *** o ALLOCABLE (Assigned to specific objective) o JUSTIFIED IN THE BUDGET NARRATIVE o MAXIMUM AWARD: Main Budget $750,000 (includes direct and indirect costs) o ADDITIONAL AWARD: ADRD Education $100,000 (includes direct and indirect costs o Combined for a TOTAL MAIN + ADRD = $850,000 (inclusive of direct and indirect cots 12/4/20157

9. BUDGET TIPS 12/4/20158

10. BUDGET TIPS Use Criterion 5: Support Requested (10 POINTS) (FOA page 25) Non-responsive: reduce the points. 12/4/20159

11. BUDGET FORMS 12/4/201510

12. BUDGET FORMS 12/4/201511

13. BUDGET FORMS 12/4/201512

14. EXPECTATIONS Allowable/Unallowable Costs (Make a note in the Summary Statement) (See SF424 Application Guide pages 32 -34 / Applicant Compliance at a Glance Authorities Page 9 – 10). If it’s not in the application, it’s not there….. 12/4/201513

15. BUDGET TIPS The law limits the MAXIMUM SALARY: $183,300: This also applies to subaward(s) / subcontracts under a HRSA grant or cooperative. INDIRECT COSTS = (Division of Cost Allocation property) OFF LIMITS FIXED @ 8% with exceptions as outlined in the FOA Guidelines. (Do Not try to calculate indirect costs) 12/4/201514

16. BUDGET SUMMARY BE AS CONCRETE & DEFINITIVE AS POSSIBLE IN YOUR REMARKS o “ This budget is too high.” This TOO VAGUE. o Expressions of vague discomfort that stop short of quantitative recommendations are not enough 12/4/201515

17. BUDGET TIPS Budget Reductions o Approved, As Requested; Reduced to A bottom line amount Ideally: Reduce by over $ amount or by %. o “Data Analyst is more appropriate at 50% time on this project than 100% time.” NOTE: Do not allow for travel to HRSA BHPr meeting (It’s not scheduled as in the past). 12/4/201516

18. BUDGET TIPS Conditions / Recommendations Recommendation(s): o A general suggestion or suggested improvement(s) to the applicant/project. o e.g. “The grantee may want to hire a “XXX” to supplement the Personnel component of this project.” 12/4/201517

19. Conditions of Award Condition(s): A restriction placed on the Notice of Grant Award requiring a specific action from the grantee. o Not a Means of amending or clarifying substantive matters improperly or inadequately addressed in the application o It is time sensitive (usually 30 – 90 days) e.g. “Within 30 days, the grantee must submit a revised budget.” It’s not a re-write but a request for clarification: otherwise make a note to HRSA 12/4/201518

20. WRAP UP LASTLY… THE GRANTS MANAGEMENT STAFF IS RESPONSIBLE FOR MAKING FINAL DERTERMINATIONS ON BUDGET RECOMMENDATIONS AND CONDITIONS. DGMO WILL CONDUCT A COMPLETE BUDGET ANALYSIS OF THE APPROVED APPLICATION BUDGETS IAW THIS FOA’S GRANT AUTHORITIES & CONSIDER THE ORC AND HRSA PROGRAM RECOMMENDATION(S). 12/4/201519