Dennison Associates, Inc. Brought to you by: Dennison Associates, Inc. In partnership with: Dulles Technology Partners, Inc. presents….. DA Webgrants

Dennison Associates, Inc. What is DA Webgrants? DA Webgrants is Dennison Associate’s family of web-based, full life cycle grants management systems for HUD grantees to administer their CDBG, HOME, ESG, HOPWA and OHHLHC grant programs and projects. DA Webgrants provides full grantor and grantee functionality

Dennison Associates, Inc. What is DA Webgrants? Grantees can monitor grant agreements/contracts for program and project performance, timely expenditure of funds, compliance and record keeping Allows HUD grantees to publish, receive, process, score and approve applications Negotiate and make grant awards

Dennison Associates, Inc. How can DA Webgrants assist HUD grantees? Provide better oversight and management of subrecipient and subgrantee activities Provide better oversight and management of subrecipient and subgrantee activities Replace ad-hoc systems and spreadsheets with a single full life cycle grants management system Replace ad-hoc systems and spreadsheets with a single full life cycle grants management system Reconcile IDIS and financial systems data using single source Reconcile IDIS and financial systems data using single source Ensure grant compliance and record keeping requirements are met Ensure grant compliance and record keeping requirements are met

Dennison Associates, Inc. Overview of HUD Grantee Functionality Post funding opportunities Post funding opportunities Process applications, select projects and make awards Process applications, select projects and make awards Setup project schedules, budgets and status report Setup project schedules, budgets and status report Set encumbrances for continuation of grant/project Set encumbrances for continuation of grant/project Monitor for compliance at the project and activity level Monitor for compliance at the project and activity level

Dennison Associates, Inc. HUD Grantee Functionality cont… Process claims and requests for payment online Process claims and requests for payment online Update and reconcile IDIS and financial system data Update and reconcile IDIS and financial system data Establish document repositories (paperless files) Establish document repositories (paperless files) Generate data and reports for Action Plans and CAPER Generate data and reports for Action Plans and CAPER

Dennison Associates, Inc. Grantor Main Menu Setup Application Process Review and Score applications Track grants, projects and activities to ensure compliance Grantor Resources

Dennison Associates, Inc. Search Grants by program, status, grant #, etc. Select grants by program, grant number, year, etc.

Dennison Associates, Inc. Grant Tracking - Project Components

Dennison Associates, Inc. Grant Tracking - HUD Activities

Dennison Associates, Inc. How can DA Webgrants assist subrecipients and subgrantees? Maintain an online document repository Maintain an online document repository Use checklists to establish rules and ensure timely completion and compliance of activities and events Use checklists to establish rules and ensure timely completion and compliance of activities and events Establish critical activity/event due dates and automatically alerts to designated individuals Establish critical activity/event due dates and automatically alerts to designated individuals

Dennison Associates, Inc. How can DA Webgrants assist subrecipients and subgrantees? Submit electronic status reports and requests for payment including drawdown and other substantiating documents Submit electronic status reports and requests for payment including drawdown and other substantiating documents Use budget summary reports to track funds awarded, expenses and balances by budget category/line item Use budget summary reports to track funds awarded, expenses and balances by budget category/line item

Dennison Associates, Inc. Overview of Subrecipient/Subgrantee Functionality Online response to requests for proposals/applications Online response to requests for proposals/applications Proposal/application preparation and submittal Proposal/application preparation and submittal Negotiate project budgets and schedules with grantee Negotiate project budgets and schedules with grantee

Dennison Associates, Inc. Overview of Subrecipient/Subgrantee Functionality Setup documents (templates, forms, checklists) to facilitate status reporting, submit claims, record completion/compliance activities, and IDIS/CAPER input. Setup documents (templates, forms, checklists) to facilitate status reporting, submit claims, record completion/compliance activities, and IDIS/CAPER input.

Dennison Associates, Inc. Funding Opportunity Manage project bids/ funding opportunities for grant programs

Dennison Associates, Inc. Project Budget

Dennison Associates, Inc. Subrecipient/Subgrantee Functionality cont… Tailor system documents and add user-defined documents to incorporate local policies and procedures. Tailor system documents and add user-defined documents to incorporate local policies and procedures. Manage grants from receipt of agreement and/or notice to proceed to project closeout Manage grants from receipt of agreement and/or notice to proceed to project closeout

Dennison Associates, Inc. Subrecipient/Subgrantee Functionality cont… Manage timely completion and attachment of substantiating documents Manage timely completion and attachment of substantiating documents Incrementally build and maintain electronic project and activity case files throughout the grant’s life cycle. Incrementally build and maintain electronic project and activity case files throughout the grant’s life cycle.

Dennison Associates, Inc. Key Features of DA Webgrants Compliance Monitoring DA Webgrants features event monitoring. Checklists help establish HUD-required compliance events to be completed over a project’s or activity’s life cycle. DA Webgrants features event monitoring. Checklists help establish HUD-required compliance events to be completed over a project’s or activity’s life cycle. A grantee or subrecipient records the completion dates and attaches supportive compliance document(s), after completing each compliance event. A grantee or subrecipient records the completion dates and attaches supportive compliance document(s), after completing each compliance event.

Dennison Associates, Inc. Key Features of DA Webgrants cont’d Compliance Monitoring Event checklists provides a grantee continuous oversight of the completion and recording of compliance activities and are integral to project and activity level status reporting. Event checklists provides a grantee continuous oversight of the completion and recording of compliance activities and are integral to project and activity level status reporting.

Dennison Associates, Inc. Key Features of DA Webgrants cont’d Encumbrances DA Webgrants provides “encumbrance” and “ alert” features that significantly enhance a grantee’s remote, desk monitoring capabilities. DA Webgrants provides “encumbrance” and “ alert” features that significantly enhance a grantee’s remote, desk monitoring capabilities. An “encumbrance” prevents grantee or subrecipient staff from proceeding to the next step or process until the prerequisite or compliance actions have been completed. An “encumbrance” prevents grantee or subrecipient staff from proceeding to the next step or process until the prerequisite or compliance actions have been completed.

Dennison Associates, Inc. Key Features of DA Webgrants cont’d Encumbrances Encumbrances can be set at the project and activity level and include penalties such as withholding payment. Encumbrances can be set at the project and activity level and include penalties such as withholding payment. User defined “ alerts” such as project milestones, or dollar thresholds can be used to alert grantee or subrecipient staff that the action or required document to lift the encumbrance is due. User defined “ alerts” such as project milestones, or dollar thresholds can be used to alert grantee or subrecipient staff that the action or required document to lift the encumbrance is due.

Dennison Associates, Inc. Compliance Monitoring Subrecipients/Subgrantees can track projects, report status and attach substantiating documents for the grantee’s review and approval at the activity level.

Dennison Associates, Inc. Encumbrances

Key Features of DA Webgrants cont’d Document Repositories The document repository provides easy access to a set of template documents to help manage a CDBG, HOME or ESG grant program and various types of projects. The document repository provides easy access to a set of template documents to help manage a CDBG, HOME or ESG grant program and various types of projects. The document repository eliminates the need for every staff person to maintain electronic document files on their own PC. The document repository eliminates the need for every staff person to maintain electronic document files on their own PC. Complete and attach documents throughout the grant life cycle. This results in electronic project and activity case files and records that are readily available and accessible for improved desk audits and compliance monitoring. Complete and attach documents throughout the grant life cycle. This results in electronic project and activity case files and records that are readily available and accessible for improved desk audits and compliance monitoring.

Dennison Associates, Inc. Document Repositories Attach document templates for use by internal staff and subrecipients/subgrantees. Ensures required documentation is used by all users.

Dennison Associates, Inc. Register Today Schedule a web demonstration to walk-through the full grantee functionality of DA Webgrants by ing your request to Schedule a web demonstration to walk-through the full grantee functionality of DA Webgrants by ing your request to You can also visit our website and click on DA Webgrants to register or find more information You can also visit our website and click on DA Webgrants to register or find more information

DA Webgrants is available to state and local governments, non- profit or subrecipient/subgrantee organizations receiving HUD funding. To register go to: ech.net/index.jsp