What You'll Learn

  • The relationship between customer and contract type versus DRC Dynamics project type and grant setup

  • Which documents to upload in DRC Dynamics at the Proposal Development stage

  • Distinguish between DRC as a consortium member and a consortium lead in DRC Dynamics

60 minutes

Estimated time to complete

Course curriculum

    1. Important: This Course is being Updated

    2. Start Here

    3. Where are we in the Business Process?

    4. Flowchart: Where are we in the Business Process?

    5. Who is Proposal Development & Start-Up for?

    6. Prerequisites for this Course

    7. Course structure

    1. Introduction to Proposal Development & Start-Up

    2. Learning Objectives

    3. The Importance of Proposal Development & Start-Up

    4. Summary: The Importance of Proposal Development & Start-Up

    5. Key Terms & Definitions

    6. Visualize the Proposal Development Process

    7. Visualize the Grant/Project Start-Up Process

    8. How DRC Manages External Funds

    9. Meet our Donors and Customers!

    10. Project Types

    11. Projects & Grants Structure

    12. 3 Key Principles for Projects & Grants Across Legal Entities

    13. Visual: Projects & Grants across Legal Entities

    14. Wrap Up of Proposal Development & Start-Up for all Roles

    15. Get Ready to Review Proposal Development & Start-Up

    16. Review of Introduction to Proposal Development & Start-Up

    1. Proposal Development for Grants Managers

    2. Learning Objectives

    3. Proposal Development

    4. Proposal Development Tasks

    5. Decide on Grant Structure

    6. Grant Structure: Implementation in Multiple Legal Entities

    7. Grant Structure: Project Budget in Multiple Currencies

    8. Grant Structure: Financial Contributions for Another Legal Entity

    9. Task: Create a Parent Grant

    10. Task: Create a Grant

    11. Request creation of a new Customer

    12. How to request the creation of a new Customer

    13. Screenshot: Create a Grant

    14. Video: Create a Grant

    15. Task: Set Indirect Rates

    16. Screenshot: Set Indirect Rates

    17. Video: Set Indirect Cost Rates

    18. Automated: Set Primary Project

    19. Task: Upload Documents (Proposal)

    20. Visual: Upload Documents

    21. Video: Upload Documents

    22. Task: Finalize rejected proposals

    23. Finalize Rejected Proposals

    24. Wrap Up of Proposal Development

    25. Get Ready to Review Proposal Development

    26. Review of Proposal Development

    1. Introduction to Grant Start-Up

    2. Grant Start-Up Tasks

    3. Learning Objectives

    4. Task: Update Grant Record

    5. Video: Update Grant Record

    6. Programmatic information on Grants

    7. Programmatic Information: Sector

    8. Visual: Sector

    9. Programmatic Information: Platform

    10. Programmatic Information: Platform

    11. Programmatic Information: Scenario

    12. Programmatic Information: Beneficiaries

    13. Video: Record Programmatic Information

    14. Consortia in DRC Dynamics

    15. DRC as a Consortium Member

    16. DRC as a Consortium Lead

    17. Early Spending Start

    18. Early Spending Start in DRC Dynamics

    19. Task: Upload Documents (Start-Up)

    20. Task: Create Checklists

    21. Screenshot: Create Checklists

    22. Video: Create Checklists

    23. Task: Create Billing Rule and Milestones

    24. Wrap Up of Grant Start-Up

    25. Get Ready to Review Grant Start-Up

    26. Review of Grant Start-Up

    27. Employee Support

    28. CONGRATULATIONS

About this course

  • 77 lessons
  • Video Content