Search OGM Resources
Resources on this page are organized by topic. Select a linked topic below to jump to the relevant resources, scroll down, or use the search bar above.
- Conflict of Interest
- Equity in Grantmaking
- Financial Reconciliation
- Financial Review
- Grant Applications
- Grant Award Notification
- Grant Contract Agreement Templates
- Grant Monitoring
- Grantee Performance Evaluation
- Preaward Risk Assessment
- RFP Development
- Single Source Grants
- External Grants Management Resources
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Conflict of Interest
Back to topResource Description Last Updated Resource Type Grants COI Disclosure Form for Executive Branch Employees (Word) Conflict of interest disclosure form for use by executive branch employees with all competitive grant review processes after January 1, 2022. January 2022 Sample Grants COI Disclosure Form for Nonexecutive Branch Grant Reviewers (Word) Conflict of interest disclosure form for use by nonexecutive branch employees with all competitive grant review processes after January 1, 2022. January 2022 Sample -
Equity in Grantmaking
Back to topResource Description Last Updated Resource Type GARE - Racial Equity Toolkit (website) Government Alliance on Race & Equity (GARE) Racial Equity Toolkit: An opportunity to operationalize equity March 2024 Website Diversity, Inclusion, and Equity Grantmaking Practices Checklist Template (Word) A checklist for agencies to consider equity criteria in grant making and management. May 2021 Checklist Sample Diversity, Equity, and Inclusion Grant RFP Evaluation Criteria (Word) Broad criteria that identify diversity, equity, and inclusion outcomes per 08-02 Policy on Rating Criteria for Competitive Grant Review. May 2021 Sample -
Financial Reconciliation
Back to topResource Description Last Updated Resource Type Financial Reconciliation Template (Excel) The template includes instructions, a blank worksheet, and an example for use in completing a grant financial reconciliation. March 2025 Template Sample Financial Reconciliation Summary (Word) Sample email includes language and formatting that could be used by an agency to summarize grant financial reconciliation results. December 2021 Sample Sample Notice for Grant Reimbursement Financial Reconciliation (Word) Sample email for use by an agency when notifying a grantee of financial reconciliation after a reimbursement request. December 2021 Sample Sample Template for Grantee on Grant Financial Recordkeeping (PDF) Template sample that can support grantee in documenting financial records. January 2021 Template -
Financial Review
Back to topResource Description Last Updated Resource Type Analyzing Financial Information Using Ratios This webpage and downloadable excel document from Propel Nonprofits contains both a guide to understanding ratios as well as worksheet for calculating them. 2018 Website -
Grant Applications
Back to topResource Name Description Last Updated Resource Type Grant Reviewer Guidance Document (PDF) Provides guidance and support to executive branch agencies with the recruitment of grant reviewers and formation of grant review panels in a competitive grant review process. 2025 Guidance Grant Reviewer Selection and Engagement Toolkit (Word) A workflow toolkit for grant reviewer recruitment, selection, and engagement based on Grant Reviewer Guidance. 2025 Guidance and Toolkit Community Grant Reviewer Tip Sheet (PDF) A tip sheet providing a broad overview of how executive branch agencies can approach the process of issuing stipends to community grant reviewers. 2022 Tip Sheet Sample Community Grant Reviewer Application (Word) A sample application for community grant reviewers. 2022 Sample Template Notice for Community Grant Reviewer (Word) A template notice for community grant reviewers. 2022 Template Grant Work Plan and Budget (Word) This is a template for documenting a grant proposal work plan and budget. 2017 Template Affidavit of Non-collusion (Word) This is an optional document for a competitive grant application. 2024 Template Affidavit for Individuals Entering into a State Grant Agreement (Word) This is a supporting document for a grant application for individuals. 2018 Template -
Grant Award Notification
Back to topResource Description Last Updated Resource Type Grant Award Notification Process Overview (PDF) A general guide for using the grant application and award notification templates during a grant award notification process. July 2025 Training Materials Sample Instructions for Grant Application with corresponding Grant Award Notification (Word) This sample grant application for use with a corresponding grant award notification includes standard language, guiding prompts, and instructions. September 2025 Sample Sample Grant Application with Assurances (Word) This sample grant application includes standard language, guiding prompts, and instructions. July 2025 Sample Grant Award Notification Template (Word) For use with Grant Award Notification process as defined in OGM Policy 08-04 July 2025 Template Grant Award Notification Amendment Template (Word) For use with Grant Award Notification process as defined in OGM Policy 08-04 2025 Template -
Grant Contract Agreement Templates
Back to topThese templates meet minimum requirements for executive branch granting agencies for broad compliance with Minn. Stat. §16B.97 and Minn. Stat. §16B.98. Agencies may add terms and conditions but should consult OGM and legal counsel (agency general counsel or attorney general's office) before removing or substantially altering template language.
Reminder: Check suspended and debarred vendor list prior to issuing grants.
Select the template by grantee type from the tables below.
Municipalities
Non-Governmental OrganizationsResource Description Last Updated Resource Type This is the standard template for grant contract agreements with municipalities based on a competitive grant process, a single source grant process, or a formula grant process. This standard template can also be used for MNSCU entities.
July 2025
Template Legislatively-Named Grant Contract Agreement Template for Municipalities (Word)
This is the standard template for grant contract agreements with municipalities when they are legislatively-named and the granting agency chooses to use the encumbrance exception referenced in Minn.Stat.§16B.98, Subd. 11. This standard template can also be used for MNSCU entities.
July 2025
Template
Resource Description Last Updated Resource Type Competitive Grant Contract Agreement for Non-Governmental Organizations (Word)
This template can be used for grant contract agreements with nongovernmental organizations including nonprofit entities, for-profit entities, etc. based on a competitive grant process.
July 2025
Template Grant Contract Agreement for Non-Governmental Organizations Single Source or Formula (Word)
This template can be used for grant contract agreements with nongovernmental organizations including nonprofit entities, for-profit entities, etc. for single source or formula grant processes. July 2025
Template Legislatively-Named Grant Contract Agreement for Non-Governmental Organizations (Word)
This template can be used for grant contract agreements with nongovernmental organizations including nonprofit entities, for-profit entities, etc. when they are legislatively-named and the granting agency chooses to use the encumbrance exception referenced in Minn.Stat.§16B.98, Subd. 11
July 2025
Template University of Minnesota
Resource Description Last Updated Resource Type This is an approved template for grant contract agreements with the U of M for any grant type.
July 2025
Template Individuals
Resource Description Last Updated Resource Type Grant Contract Agreement for Individuals (Word) This is the standard form for grant contract agreements with individuals for any grant type. July 2025 Template Grant Contract Agreement Amendments
Resource Description Last Updated Resource Type Grant Contract Agreement Amendment (Word) This template contains standard language for amending grant contract agreements. September 2025 Template -
Grant Monitoring
Back to topResource
Description
Last Updated
Resource Type Grant Monitoring and Risk Mitigation Template (Word) This template supports agencies in identifying risks factors and planning monitoring activities accordingly. April 2025 Template Grant Monitoring Plan Fillable Template (Excel) This template supports agencies in developing and documenting a grant monitoring plan. February 2024 Template Sample Grant Monitoring Report (Word) A sample grant monitoring report format with prompts for completion. February 2024 Sample OGM Tip Sheet for Grant Monitoring and Financial Reconciliation (PDF) Summary of monitoring and financial reconciliation requirements per OGM Policy 08-10. February 2024 Tip Sheet Agency Monitoring Plan Template (Word) This template supports agencies in developing and documenting a grant monitoring plan. February 2024 Template -
Grantee Performance Evaluation
Back to topResource Description Last Updated Resource Type Grantee Performance Evaluation Public Posting (Website) This website hosts grantee performance evaluations completed by State of Minnesota agencies per OGM Policy 08-13. n/a Website Grantee Evaluation Agency Uploader Log-in (Website) This is the log-in page for enterprise staff to submit grantee performance evaluations for public posting. Unique log-in credentials are required. Contact Grants.ADM@state.mn.us for more information. n/a Website ADM Grantee Performance Evaluation System FAQs (PDF) A summary of questions and answers related to completing grantee performance evaluations to comply with OGM Policy 08-13. 2025 Training Materials (FAQ) Grantee Performance Evaluation Online Form Fields (PDF) A list of the questions and form fields for the grantee performance evaluation. 2025 Training Materials ADM Grantee Evaluation Batch Upload Instructions (Word) Instructions for preparing and submitting a batch of grantee performance evaluations to the Department of Administration (ADM) for public posting per OGM Policy 08-13. June 2025 Instructions ADM Grantee Evaluation Batch Upload Template (Excel) Excel template for use in preparing and submitting a batch of grantee performance evaluations to the Department of Administration (ADM) for public posting per OGM Policy 08-13. June 2025 Template External Procedure - OGM 08-13.01 - Grantee Performance Evaluation Agency Uploader Authorization Office of Grants Management (OGM) procedure for authorizing agency grantee performance evaluation uploaders. 2024 Procedure External Procedure - OGM 08-13.02 - Grantee Performance Evaluation Review and Release Office of Grants Management (OGM) procedure for reviewing and publicly posting grantee performance evaluations. 2024 Procedure -
Preaward Risk Assessment
Back to topResource Description Last Updated Resource Type Content Overview of MS 16B.981 (Preaward Risk Assessment Statute) (Word) Includes a brief workflow, description of templates and documents, as well as an FAQ about 16B.981. July 2025 Training Materials Flowcharts for MS 16B.981 (Preaward Risk Assessment Statute) Grant Processes The flowchart provides a process overview and general timelines for agencies to understand and fill the minimum requirements of Minnesota Statute 16B.981. July 2025 Training Materials Internal Controls Tip Sheet This tip sheet provides guidance on reviewing a potential grantee’s internal controls. July 2025 Tip Sheet Additional Oversight and Requirements Tip Sheet This tip sheet provides suggestions for additional oversight or requirements to include in a risk plan that address common risks that might be found in the preaward risk assessment. July 2025 Tip Sheet Sample Agency Communication Letters This document contains optional sample letters that agencies may use to send notifications to potential grantees selected under a competitive process, identified as a legislatively named grantee or selected through a single source process, to comply with Minnesota Statute 16B.981. July 2025 Sample Preaward Risk Assessment Checklist (Competitive Grantee) This checklist is to be used to complete the preaward risk assessment for a potential competitive grantee. This checklist notes which, if any, other documents are to be completed as part of the risk assessment. July 2025 Checklist Preaward Risk Assessment Checklist (Legislatively Named Grantee) This checklist is to be used to complete the preaward risk assessment for a potential legislatively named grantee. This checklist notes which, if any, other documents are to be completed as part of the risk assessment. July 2025 Checklist Preaward Risk Assessment Checklist (Single Source Grantee) This checklist is to be used to complete the preaward risk assessment for a potential single source grantee. This checklist notes which, if any, other documents are to be completed as part of the risk assessment. July 2025 Checklist Preaward Risk Assessment Questionnaire (Legislatively Named and Single Source Grantees) This questionnaire, for potential legislatively named or single source grantees, is to be filled out by the potential grantee to collect information and additional documentation to meet the requirements of the statute. July 2025 Checklist Financial Review Form (Nonprofit) (Word) This form is used to review either a 990 or 990 EZ, financial statements, or audited financial statements for a potential nonprofit grantee. July 2025 Form Financial Review Form (Nonprofit) (Excel) This form is used to review either a 990 or 990 EZ, financial statements, or audited financial statements for a potential nonprofit grantee. July 2025 Form Financial Review Form (Nonprofit Multiyear) (Excel) This form is used to review multiple years of either a 990 or 990 EZ, financial statements, or audited financial statements for a potential nonprofit grantee. July 2025 Form Financial Review Form (For-profit) (Word) This form is used to review financial statements for a potential for-profit grantee. July 2025 Form Risk Plan Template This template is to use to work with the potential grantee in developing a plan to address significant risks identified in the preaward risk assessment. July 2025 Template -
RFP Development
Back to topResource Description Last updated Resource Type Grant Request for Proposal Sample Template for Grants $50K and Higher (Word) This template can assist state enterprise grant-makers with publishing a competitive grant request for proposal for grants $50K and higher. September 2025 Template Grant Request for Proposal Sample Template for Grants $5,000-$49,999 (Word) This template can assist state enterprise grant-makers with publishing a competitive grant request for proposal for grants $5,000 - $49,999. September 2025 Template Exhibit C Capacity Responses (Word) For use with issuing grants $50K and higher to assess applicant capacity to manage grant and complete proposed work. July 2025 Template Exhibit D Certification of Not Suspended-Debarred (Word) For use by applicants with all grants to attest to suspension-debarred status. July 2025 Template Exhibit E Evidence of Good Standing (Word) For use with issuing grants $50K and higher to attest to good standing status. July 2025 Template Exhibit F Nonprofit grantee documents as applicable (Word) For use with issuing grants $50K and higher July 2025 Template Exhibit G For-Profit Certification Disclosure and Required Documents (Word) For use with issuing grants $50K and higher July 2025 Template Exhibit H Certification of No Conviction of Felony Financial Crimes (Word) For use with issuing grants $50K and higher July 2025 Template Sample Grant Request for Proposal Timeline (PDF) This provides a broad timeline of the grant request for proposal process steps. January 2024 Sample -
Single Source Grants
Back to topResource Description Last Updated Resource Type Single Source Justification Form A granting agency must use this form to document the search, justification, and approval for issuing a grant over $5,000 using a noncompetitive process per OGM Policy 08-07: Single Source Grants. December 2025 Form -
External Grants Management Resources
Back to topTopic Resource Link Description Resource Type Federal Grants (Grants 101) Grants.gov Federal resource on finding and managing grants. Website Grants Management National Grants Management Association Professional association for grants management staff offering training, networking, and resources. Website Grants Management Professional Development Grant Professionals Association Professional association and research entity for grant writing and grants management staff. Website Government Accounting Association of Government Accountants Professional association for government financial staff providing training, certification, and resources. Website