DISCLAIMER. NCCEP CBW 2017 Skill-Building Seminar #11 Documenting The Match and Cost-Share Requirements. Tuesday 2/7/2017 1:30 PM -3:00 PM Murray Hill
|
|
- Andra Cathleen Cobb
- 5 years ago
- Views:
Transcription
1 MATCH PANELIST => PREPARATION NOTES Stephen R. Hart, Ed.D. Director -Fiscal / Office Operations, Arizona GEAR UP Northern Arizona University 5451 N. 28 th Ave. #216 Phoenix, AZ (602) direct (602) cell (602) fax DISCLAIMER The information provided by staff working for Arizona GEAR UP (also known as NAU GEAR UP ) in this packet and also verbally during the NCCEP CBW 2017 Documenting Match workshop is offered in the spirit of helpful collaboration --best-practice advice / counsel / suggestions / reflections / recommendations / lessons learned among peers nationwide. It is informed from the experiences and perspective of Arizona GEAR UP, a State grant providing services in a cohort model to thousands of GEAR UP students statewide in Arizona since IT IS NOT LEGAL ADVICE! The NCCEP CBW 2017 match panelist from Arizona GEAR UP (Stephen Hart) is providing insight (as requested) based on his experiences and perspective as the fiscal operations manager for Arizona GEAR UP since May 2004(portions of three grant cycles). All GEAR UP grantees, regardless of grant size and/or type, are strongly encouraged to collaborate closely with their designated fiscal agent and/or USDOE / GEAR UP Program Officer on all grant-specific fiscal operations / audit readiness questions and concerns, including those matters that relate to matching contributions. USDOE / GEAR UP Program Officers are generally the best and final authority on such matters. Arizona GEAR UP Match Panelist Notes 1
2 U.S. DEPARTMENT OF EDUCATION GEAR UP OVERVIEW See excellent pre-cbw webinar presentation 01/31/17 by Alex Chough of NCCEP -- =youtu.be&mc_cid=6cc677c046&mc_eid=90de4d8f2d If you and ask nicely, he will gladly send you a copy of the PPT slides he used during this presentation. ARIZONA GEAR UP OVERVIEW with Northern Arizona University as governor-designated grantee/fiscal agent Successfully administered: State Grant $12M federal 1:1 Match, 3,000+ students served statewide Partnership Grant $10M federal 1:1 Match, 2,500+ students served statewide State Grant $17M federal 1:1 Match, 2,500+ students served statewide Currently administering: State Grant $30M federal 1:1 Match, 4,000+ students served statewide See for more detailed info Arizona GEAR UP Match Panelist Notes 2
3 PORTFOLIO OF MATCHING CONTRIBUTIONS ( ) PORTFOLIO OF MATCHING CONTRIBUTIONS ( ) (continued) When planned match contributions don t pan out PANIC!!!...then RE-GROUP!!!! Assess impact on overall ability to meet match obligation, in light of current overall progress (total actual + projected vs. total obligated). If needed identify/recruit replacement partner(s), in careful collaboration with stakeholders / USDOE Program Officer. Document new commitment(s) secured with completed / signed Partner ID Form(s) (submit to USDOE Program Officer). applicant.html Each year, document all changes to collaborating partners in the current year s Annual Performance Report. Arizona GEAR UP Match Panelist Notes 3
4 EASING THE BURDEN OF DOCUMENTING MATCH First and foremost Get over it! Match is a reality for all GU programs. Make the 1:1 Match Obligation a mantra and a common and embraced concept with everyone you interact with. Be up-front and honest with all of your partners: documenting match properly (to ensure audit readiness) is rigorous (by design); encourage match partners to consider this carefully before they decide to partner with you (news flash: it s totally worth it!) When writing your GEAR UP grant proposal consider having fewer very committed partners with greater match commitments rather than many less-engaged partners with relatively small match commitments. Use GEAR UP (federal money) to attract non-federal money [ Leverage ]. Go after the low-hanging fruit first (which means you may have to let some actual valid match contributions go because they take too much time to properly document). click Grant Management scroll down to Fiscal Operations click on Fiscal Operations Documents click on Financial Packet Cost Share Contribution Form EASING THE BURDEN OF DOCUMENTING MATCH (continued) As you implement Designate one person on your team to be the match guru, and make it a performance expectation for that person to provide cost share tech assistance and to record, track, beg, borrow, steal, nag and hound. click Grant Management, scroll down to Fiscal Operations click on Fiscal Operations Documents, click on Financial Packet Template Sample Establish a fiscal rep (single point of contact) with all of your partners with whom you are reimbursing / documenting match, communicate regularly with that rep. Have all of your cost share partners / collaborators / vendors report on match contributions regularly (immediately / monthly / quarterly) and require them to submit all supporting documentation on every match contribution every time they request reimbursement. Don t worry about being absolutely perfect with your match documentation but do worry about being audit-ready at all times. click Grant Management scroll down to Fiscal Operations click on Fiscal Operations Documents click on Financial Packet Cost Share Contribution Form Arizona GEAR UP Match Panelist Notes 4
5 PERSONNEL IN-KIND CONTRIBUTION EXAMPLES DISCLAIMER ALERT! YOU MAY HATE THESE EXAMPLES OR DISAGREE WITH THEM AND TAKE A DIFFERENT APPROACH! Examples from NAU GEAR UP valuing EMPLOYEES time contributions A VERY SMALL % of our NAU Principal Investigator (who is the university provost and oversees our grant implementation) Reasonable portions of carefully documented time spent implementing work plan tasks tied to grant objectives, from K-12 school partners assistant superintendents, principals, administrators (also counselors, if they are on the correct type of contract) NOTE: Stay away from counting teacher time as match Reasonable portions of carefully documented time spent implementing work plan tasks tied to grant objectives, from our non-profit (non-school) partners. These are valued at the employees pay rate (salary + benefits) Examples from NAU GEAR UP valuing VOLUNTEERS time contributions Reasonable portions of carefully documented time mainly for speaking to parents / students at career exploration events. These are generally valued at the Arizona hourly rate (currently $22.83) established by PERSONNEL IN-KIND CONTRIBUTION EXAMPLES (continued) WET BLANKET ALERT Ultimately, the documentation of Personnel costs (both those reimbursed with GEAR UP funds and those contributed as Match) is governed by Uniform Guidance 2 CFR Title 2 SubTtle A Chapter II Part Compensation Personal Services). Therefore, Arizona GEAR UP requires all personnel costs (reimbursement and match) for each staff member whose personnel costs are being requested for reimbursement or contributed as match in a given time period to be certified by Time & Effort forms and further supported by payroll registers, calculation sheets, transaction reports, accounting reports, correspondence, and other types of documentation. Partners may substitute copies of their own such Time and Effort forms if they meet standards of Uniform Guidance 2 CFR Title 2 SubTtle A Chapter II Part Compensation Personal Services. Arizona GEAR UP Match Panelist Notes 5
6 FACILITIES MATCH EXAMPLE DISCLAIMER ALERT! YOU MAY HATE THIS EXAMPLE OR DISAGREE WITH IT AND TAKE A DIFFERENT APPROACH! THE ARIZONA GEAR UP EXPERIENCE In prior grant cycles, NAU GEAR UP steered clear of counting facilities costs as match because of federal cost principles emphasis on using use allowance as the approach for valuing donated space (which posed some insurmountable logistical hurdles). However, Uniform Guidance essentially does away with use allowance as an approach to valuing facilities. Therefore, in the current grant cycle ( ), Arizona GEAR UP has counted facilities match from GEAR UP K-12 school partners (i.e. our subawardees ), using fair market value of the space (generally determined by using each school s Board-approved facilities rental schedule) that our full-time GEAR UP Coordinators occupy during the school day / school year. Use of this source of match has been affirmed as valid by USDOE Program Officer James Davis (in separate communications specifically with us) and also based on recent presentations I have attended at national GEAR UP training events by USDOE. Like all of our match contributions, this cost share is carefully documented and meets all the regulatory tests of allowabilitypromulgated by all of the various sources of federal cost principles that govern GEAR UP grants (funded grant proposal, GEAR UP implementing legislation and negotiated rules, EDGAR, Uniform Guidance, etc.). FACILITIES MATCH EXAMPLE (continued) THE ARIZONA GEAR UP EXPERIENCE (continued) CFR is the UG citation of most relevance here and also weigh in on this. For places where an established value for donated space simply does not exist (i.e., a very small, rural school district that has not yet established a school board-approved facilities rental schedule), an independent appraisal may be required to count donated space as match, per CFR (h)(3). There may be other instances where an independent appraisal is required to establish fair market value proceed with extreme caution and maximum documentation! NAU GEAR UP does not count as match the value of space occupied by the university s GEAR UP staff (our Director, Assistant Directors, Site Support Specialists, Evaluator, etc.) at NAU s North Valley campus because NAU is the GEAR UP grantee (not a subawardee, like our K-12 school partners) and these rental costs are considered part of the grantee s indirect costs (proceeds generated by applying the USDOE-capped rate of 8% of MTDC). Arizona GEAR UP Match Panelist Notes 6
7 MATERIALS & SUPPLIES, CONTRACTED SVCS EXAMPLE DISCLAIMER ALERT! YOU MAY HATE THIS EXAMPLE OR DISAGREE WITH IT AND TAKE A DIFFERENT APPROACH! DISCOUNTED (OR DONATED) MATERIALS & SUPPLIES, CONTRACTED SERVICES Arizona GEAR UP never receives donated equipment (items that meet the federal definition of a single item costing $5K+) and we generally do not receive donated materials & supplies (for a variety of reasons). However, we regularly receive discounts and waived/reduced costs (sometimes very significant in value) on certain GEAR UP-specific purchases (both goods and services). SHOUT-OUT: Some of the best vendors to work with on this front have been GEAR UP motivational speakers (most of the recognizable names that are on the circuit Arel Moodie, Seeds Training, etc.); Xcalibur SCRIBE (and probably other NAU GEAR UP database providers); Signal Vine; NAU Summer Camps / Conferencing In these instances, we work with the vendors involved to have the exact amount of the discount identified on the associated paperwork (purchase agreements, proposals, purchase orders, invoices, payment request forms, etc.). In the grand scheme, these contributions are not huge, but they are a significant part of establishing a culture of shared awareness around the GEAR UP 1:1 match obligation and so therefore, we conscientiously record and count these discounted materials & supply costs as match contributions toward our overall obligation. SCHOLARSHIP MATCH DISCLAIMER ALERT! YOU MAY HATE THIS ADVICE OR DISAGREE WITH IT AND TAKE A DIFFERENT APPROACH! PROCEED WITH EXTREME CAUTION AND DOCUMENT CAREFULLY Make every scholarship cost share contribution you count GEAR UP student-specific and be ready to kill a lot of trees with your scholarship cost share documentation. Carefully review / study the scholarship web sites of partnering organizations so you fully understand the fund sources, amounts, terms and conditions of all scholarships that you intend to count as match. Most schools provide a formal financial aid package to their admitted students; nowadays, they seem to mostly exist online, in a web portal of some kind; consider this a starting place for documenting scholarship match value but not full documentation. The best documentation is copies of personalized scholarship offer letters supplemented by detailed information from scholarship organizations websites that state the exact purpose(s), amount(s) and year(s) of scholarship(s). Don t count any sources of federal financial aid as match (EX: Pell Grant, work-study) and don t count any loan eligibility amounts as match. Only count non-federal aid offers from one school; that is, don t duplicate scholarship match by counting all of the aid offers a GU student receives, focus on the school that the student is confirmed as definitely / most likely attending. Never blanketlycount as GEAR UP match the scholarship amounts that high school counseling offices proclaim were awarded to their graduating seniors; while this number is fantastic and should be celebrated, it is for PR purposes and would not withstand audit for GEAR UP match purposes if carefully scrutinized. Arizona GEAR UP Match Panelist Notes 7
8 INDIRECT COST MATCH DISCLAIMER ALERT! YOU MAY HATE THIS ADVICE OR DISAGREE WITH IT AND TAKE A DIFFERENT APPROACH! PROCEED WITH EXTREME CAUTION AND DOCUMENT CAREFULLY First, some quick background info / definitions from Uniform Guidance : If you are the applicant (fiscal agent) and have a negotiated indirect cost rate on file with a cognizant federal agency: Apply direct costs to all documented match at the USDOE-capped 8% of Modified Total Direct Costs (MTDC); MTDC Basis is shorthand for, back out Scholarships, Equipment, Participant Support Costs, and amounts of subcontracts > $25K from your base before multiplying it by 8%. Don t like this interpretation of MTDC? Take it up with Uniform Guidance : INDIRECT COST MATCH (continued) PROCEED WITH EXTREME CAUTION AND DOCUMENT CAREFULLY If your negotiated indirect cost rate is less than the USDOE-capped 8%, use the lower % (this happens, it is rare, tends to apply to LEAs more than IHEs). BUMMER ALERT: GEAR UP grantees are NOTpermitted to count, as match, Unrecovered Indirect Costs : the difference between the actual indirect amount (using the USDOE-capped 8% rate) and the what the indirect amount would have been if calculated under the recipient's approved [higher] negotiated indirect cost rate (which is typically higher than 8% for IHEs) see UG (c). If you are NOTthe applicant (fiscal agent) and you receive / expend GEAR UP funds and/or report match, follow the guidance of the applicant (fiscal agent) with respect to counting / reporting indirect costs as match (or not). You may want to be aware of the following: Under Uniform Guidance and , pass-through entities (aka subrecipients aka subawardees ) may include indirect costs in their (reimbursement and match) budgets that they negotiate with the prime (lead) GU grantee; they may also waive all or a portion of these indirect costs. This is true even for entities that have never had a negotiated indirect cost rate on file with a cognizant federal agency; entities in this situation can use the de minimus rate of 10%, which USDOE has capped at 8% (as long as the entity does not then move forward with negotiating a rate with a cognizant federal agency). Arizona GEAR UP Match Panelist Notes 8
9 DOCUMENTS YOU SHOULD READ CAREFULLY IF YOU DEAL WITH MATCH ON A REGULAR BASIS GEAR UP Program Statute and Regulations - The full text of Uniform Guidance (2 CFR 200), especially as it pertains to match, which is Cost Sharing or Matching and also all of the items through General Provisions For Selected Items of Cost Relevant portions of EDGAR Education Department General Administrative Regulations (full disclosure: I don t look at EDGAR very often but I don t feel particularly good about that, I should review it more often) - Your funded grant proposal, including (especially) the budget narrative, the Matching Funds Provided By Non- Federal Sources chart, the Applicant Organization Identification Form and Cost Share Worksheet, and all of the signed / submitted Partner ID Form and Cost Share Worksheet documents. Today s presentation from USDOE - scroll down to Tuesday February 7 and click on Seminar #11: Documenting the Match and Cost-Share (ED) (Powerpoint) NCCEP s webinar recorded 01/31/17 - Connecting To The Big Picture: An Orientation To GEAR UP - scroll down to Pre-Conference and click on Recorded Webinar DOCUMENTS YOU SHOULD READ CAREFULLY IF YOU DEAL WITH MATCH ON A REGULAR BASIS (continued) All formal agreements and supplemental written guidance / technical assistance provided by your specific grant s lead grantee / fiscal agent. If you want to look at some of the forms that are used by Arizona GEAR UP to see an example of how one GEAR UP grantee approaches match, go to click on Grant Management, scroll down to Fiscal Operations, click on Fiscal Operations Documents, and click on the form(s) / document(s) you want to review. You can also review other GEAR UP grantees match guidance / templates / forms / other documents online, most are just a simple Google search away. MATCH PANELIST => PREPARATION NOTES Stephen R. Hart, Ed.D. Director -Fiscal / Office Operations, Arizona GEAR UP Northern Arizona University 5451 N. 28 th Ave. #216 Phoenix, AZ (602) direct (602) cell (602) fax Arizona GEAR UP Match Panelist Notes 9
Cost Sharing Administrative Guidelines
Southern Illinois University Carbondale Cost Sharing Administrative Guidelines Summary Cost sharing refers to the resources contributed or allocated by the University to an externally sponsored project,
More informationUNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS - UPDATE FEBRUARY 2015
UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS - UPDATE FEBRUARY 2015 AOA Conference Pasadena, CA February 9, 2015 Agenda 1. Introduction / Disclaimer 2.
More informationGrants Guide
Grants Guide 2016-2016 An advisory publication for school principals, central administrators, teachers and volunteers, containing information about writing grants in support of BVSD schools or programs.
More informationIndirect Cost Information, Guidance, and Maximum Indirect Costs Worksheet
Indirect Cost Information, Guidance, and Maximum Indirect Costs Worksheet This document provides information and guidance on indirect costs as well as a worksheet for calculating the maximum in indirect
More informationFEDERAL TIME AND EFFORT REPORTING GUIDANCE HANDBOOK
FEDERAL TIME AND EFFORT REPORTING GUIDANCE HANDBOOK FOR LOCAL EDUCATIONAL AGENCIES (INDEPENDENT SCHOOL DISTRICTS, OPEN ENROLLMENT CHARTER SCHOOLS, AND EDUCATION SERVICE CENTERS) Texas Education Agency
More informationDiscretionary Grants Overview. Why This Session Is Needed. Lesson Overview & Module Objectives. Modifications: when, why, and how
Oversight and Monitoring 1 Why This Session Is Needed Prior approval requirements Ability to incur costs Modifications: when, why, and how Application to subrecipients Formula authority 2 Lesson Overview
More informationEASTERN MICHIGAN UNIVERSITY. Sponsored Research Accounting Cost Share Guidelines
EASTERN MICHIGAN UNIVERSITY Sponsored Research Accounting Cost Share Guidelines PURPOSE: The purpose for the Cost Share Guidelines is to articulate the roles and responsibilities of the various parties
More informationINDIRECT COST POLICY
UNIVERSITY OF LOUISIANA AT LAFAYETTE OFFICE OF THE VICE PRESIDENT FOR RESEARCH INDIRECT COST POLICY Revision Date: 8/11/2014 Original Effective Date: 11/08/2006 Responsible Office: Reference: Vice President
More informationSubcontract Monitoring
Subcontract Monitoring Subcontract definition Uniform Guidance (UG) 200.330-332 Subrecipient means a non-federal entity that expends Federal awards received from a passthrough entity to carry out a Federal
More informationPost Uniform Grant Guidance implementation from an auditor perspective
Post Uniform Grant Guidance implementation from an auditor perspective Jeff Zeichner Patrick Smith Agenda Uniform Grant Guidance review Challenges with UGG implementation SEFA Internal controls and compliance
More informationMatch and Leveraged Resources
Match and Leveraged Resources Uniform Guidance vs. OMB Circulars Prior to the Uniform Guidance, Designed requirements for DOL-ETA governing direct cost recipients principles, and administrative their subrecipients
More informationAdministrative and Indirect Costs. What s the difference?
Administrative and Indirect Costs What s the difference? Learning Objectives Define administrative costs. Describe the difference between direct and indirect costs. Describe what an indirect cost rate
More informationGrants Guide
Grants Guide 2016-2017 An advisory publication for school principals, central administrators, teachers and volunteers, containing information about writing grants in support of BVSD schools or programs.
More informationSubawards and Subrecipient Monitoring
Subawards and Subrecipient Monitoring H O L LY S O M M E R S D I R E C T O R, O S P G R A N T S J O S H R O S E N B E R G A C T I N G D I R E C T O R, O G C A Objectives 2 Distinguish Between: Procurement
More informationDepartment of Contracts, Grants and Financial Administration, Texas Education Agency 1/26/18
Federal Grant Procurement Rules and Regulations and Federal Fiscal Monitoring Requirements Cory Green, Associate Commissioner Department of Contracts, Grants and Financial Administration Texas January
More informationFacilities & Administrative (F&A) Costs
Facilities & Administrative (F&A) Costs UNLV s facilities & administrative (F&A) rate is set by the federal government as the amount of indirect cost recovery associated with supporting our research infrastructure.
More informationTexas Education Agency. Division of Federal Fiscal Monitoring
Texas Education Agency Division of Federal Fiscal Monitoring The DO s and DON Ts of Administering Federal Grants Copyright 2016 by TEA DO s and DON'Ts of Administering Federal Grants Division of Federal
More informationLawyers for Victims Program Funding Opportunity APPLICATION & INSTRUCTIONS WEBINAR
Lawyers for Victims Program Funding Opportunity APPLICATION & INSTRUCTIONS WEBINAR Only organizations who submitted a Letter of Intent (LOI) by the January 12, 2017 deadline are eligible to apply. If you
More informationNon-Federal Share and Matching. Nicole M. Bacon, Esq. September 18, 2015
Non-Federal Share and Matching Nicole M. Bacon, Esq. September 18, 2015 PRESENTER: NICOLE M. BACON, ESQ. Senior Associate at Feldesman Tucker Leifer Fidell LLP Attorney since 2003, with FTLF since 2008
More informationOverview of the New EDGAR (formerly the Uniform Grants Guidance)
Overview of the New EDGAR (formerly the Uniform Grants Guidance) LEIGH MANASEVIT LMANASEVIT@BRUMAN.COM BRUSTEIN & MANASEVIT, PLLC WWW.BRUMAN.COM NATIONAL TITLE I CONFERENCE FEBRUARY 2015 AGENDA Importance
More informationThe Research Foundation of CUNY (RF) website ( provides a great deal of information on the grant process.
Office of Research & Sponsored Programs (ORSP) Frequently Asked Questions The Research Foundation of CUNY (RF) website (www.rfcuny.org) provides a great deal of information on the grant process. 1. FINDING
More informationPresenter. Changes to Federal Programs & Single Audits (A-87, A-21, A-122, A-102, A-110, A-89, A-133 & A-50) The New OMB Uniform Guidance
Changes to Federal Programs & Single Audits (A-87, A-21, A-122, A-102, A-110, A-89, A-133 & A-50) The New OMB Uniform Guidance Presenter Richard Cunningham Quality Assurance & Technical Specialist Center
More informationCost Sharing Policy. Background, Scope and Purpose. Policy. Federal Guidance on Cost Sharing
Cost Sharing Policy Background, Scope and Purpose This policy and procedure was developed to: (1) provide guidance on the circumstances in which the University may approve cost sharing commitments and
More informationUniversity of Pittsburgh SPONSORED PROJECT FINANCIAL GUIDELINE Subject: SUBRECIPIENT MONITORING
I. Scope Subrecipient monitoring is the process by which the University selects, monitors, controls, and accounts for University subcontractors or subrecipients utilized on sponsored projects in accordance
More informationSubrecipient Risk Assessment and Monitoring of Northeastern University Issued Subawards
Subrecipient Risk Assessment and Monitoring of Northeastern University Issued Subawards What is a Subaward? A Subaward is a contractual agreement between Northeastern University and a third party organization
More informationFY19 Accountability Court Grant Application Webinar COUNCIL OF ACCOUNTABILITY COURT JUDGES (CACJ)
FY19 Accountability Court Grant Application Webinar COUNCIL OF ACCOUNTABILITY COURT JUDGES (CACJ) Webinar Overview & Housekeeping Review of FY19 Grant Instructions Review of FY19 Grant Application Questions
More informationUNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS. AOA Conference Sacramento, CA January 12, 2014
UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS AOA Conference Sacramento, CA January 12, 2014 Agenda 1. Introduction 2. History 3. Learning Objectives 4.
More informationMatch, Leveraged Resources and Program Income
Match, Leveraged Resources and Program Income Speakers Deborah Galloway OGM, DPRR Supervisor Fiscal Policy Unit galloway.deborah@dol.gov Chanel Castaneda OGM, DPRR Grants Management Specialist castaneda.chanel@dol.gov
More informationCENTERS OF EXCELLENCE FOR ELEMENTARY TEACHER PREPARATION FREQUENTLY ASKED QUESTIONS
CENTERS OF EXCELLENCE FOR ELEMENTARY TEACHER PREPARATION FREQUENTLY ASKED QUESTIONS WEEK OF MAY 27, 2014: 1. Where is a listing of contacts for the colleges and universities of teacher preparation programs?
More informationGRANTS AND CONTRACTS (FINANCIAL GRANTS MANAGEMENT)
GRANTS AND CONTRACTS (FINANCIAL GRANTS MANAGEMENT) Policies & Procedures UPDATED: February 25, 2015 (04/21/16) 2 TABLE OF CONTENTS Definitions... 3-7 DRFR 8.00 Policy Statement... 8 DRFR 8.02 Employee
More information45 CFR 75 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Health and Human Services Awards
45 CFR 75 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Health and Human Services Awards Frances Hodge Public Health Analyst, Southern Services Branch Division of Metropolitan
More informationUniform Guidance Sponsored Projects Services
Arizona s First University. Uniform Guidance Sponsored Projects Services 520-626-6000 sponsor@email.arizona.edu Agenda What is Uniform Guidance (UG)? Effective dates Structure of the Uniform Guidance Significant
More informationFederal Fiscal Year 2019 North Texas SBDC RFP Appendix III: Financial Management and Budget Guidance 1. Financial Basis of the Program
Federal Fiscal Year 2019 North Texas SBDC RFP Appendix III: Financial Management and Budget Guidance 1. Financial Basis of the Program The SBDC Program is funded through a Cooperative agreement with the
More informationGrants Financial Procedures (Post-Award) v. 2.0
Grants Financial Procedures (Post-Award) v. 2.0 1 Grants Financial Procedures (Post Award) Version Number: 2.0 Procedures Identifier: Superseded Procedure(s): BU-PR0001 N/A Date Approved: 9/1/2013 Effective
More informationAre transportation costs for a field trip reimbursable? Yes, transportation costs for allowable field trips are reimbursable.
21 st Century Community Learning Centers FY18 Request for Proposal Frequently Asked Questions What does a first time non-lea mean? A first time non-lea is an organization (non-profit, faith-based, community
More informationMatch & Leveraged Resources. What is the difference? Why is it important?
Match & Leveraged Resources What is the difference? Why is it important? Learning Objectives Describe the difference between match and leveraged resources Determine how cash and in-kind match and leveraged
More informationGRANT MANAGER S HANDBOOK
GRANT MANAGER S HANDBOOK Office of Research & Graduate Studies Foust 251 T: (989) 774-6777 F: (989) 774-3439 E: orgs@cmich.edu The Purpose of the Grant Manager s Handbook is to provide answers to commonly
More information2. Review the requirements necessary for grant agreement execution; and
1 This is the first in a series of five webinars designed to provide an overview for new CDBG grantees. The webinars will be held over the next three months, each one hour in length, and include: 1. Getting
More informationAmeriCorps State Formula Grant Competition. Operating and Planning Grants REQUEST FOR APPLICATIONS
State of Oregon Housing and Community Services Department Oregon Volunteers Commission for Voluntary Action and Service 2014-15 AmeriCorps State Formula Grant Competition Multiple Award Grant Opportunity
More informationFederal Rules for Sponsored Programs. Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards 2 CFR 200
Federal Rules for Sponsored Programs Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards 2 CFR 200 Uniform Guidance (UG) The Basics Presented by Dan Evon Director
More informationOregon Department of Fish and Wildlife Wildlife Division 3406 Cherry Avenue NE Salem, Oregon 97303
ion 1 Oregon Department of Fish and Wildlife Wildlife Division 3406 Cherry Avenue NE Salem, Oregon 97303 Conservation Program Grant Accounting and Recordkeeping Instructions 1. General The following information
More informationThe OMB Super Circular: What the New Rules Mean for Nonprofit Recipients of Federal Awards
The OMB Super Circular: What the New Rules Mean for Nonprofit Recipients of Federal Awards Thursday, March 20, 2014, 12:30 p.m. 2:00 p.m. ET Venable LLP, Washington, DC Moderator: Jeffrey S. Tenenbaum,
More informationPART 3 COMPLIANCE REQUIREMENTS
PART 3 COMPLIANCE REQUIREMENTS INTRODUCTION Overview The objectives of most compliance requirements for Federal programs administered by States, local governments, Indian tribes, institutions of higher
More informationNECA Update The New Uniform Guidance 2 CFR 200
NECA Update The New Uniform Guidance 2 CFR 200 September 23, 2014 Increase in Federal Grants Activity The Catalog of Federal Domestic Assistance lists over 2,000 Federal grant programs $600B $200B $7B
More informationOMB Uniform Guidance ( UG ) Briefing. ASRSP & OSR Brown Bag Tuesday, January 27 th
OMB Uniform Guidance ( UG ) Briefing ASRSP & OSR Brown Bag Tuesday, January 27 th Background The UG is the single biggest regulatory change in the last fifty years in research administration Interesting
More informationHow to Manage Externally Funded Grants PROJECTS - FUND CODE 501 or 502
How to Manage Externally Funded Grants PROJECTS - FUND CODE 501 or 502 What is a Grant? Funding that is coming from a source external to Wesleyan Project conceived by the Investigator Response to a solicitation
More informationGrants Management Scenarios
Grants Management Scenarios SCENARIO 1: Parker School District received a TIF grant in 2012. It followed the guidelines set forth in the application package and did not list specific vendors in its application.
More informationOutgoing Subagreements: Subawards and Subcontracts
Effective Date: March 1, 2014 Version: 1 Page: 1 of 6 Overview Sponsored programs may include partnerships with other organizations or institutions whereby a portion of the project is conducted by investigators
More informationImplementing the OMB s Super Circular (aka UGG) Presented by: Anne Fritz, Finance Director, City of St. Petersburg, Florida
Implementing the OMB s Super Circular (aka UGG) Presented by: Anne Fritz, Finance Director, City of St. Petersburg, Florida Acknowledgement to Heather Acker, Partner, Baker Tilly, Virchow Krause, LLP for
More informationWake Forest University Financial Services: Grants Accounting and Compliance
Wake Forest University Financial Services: Grants Accounting and Compliance 1 WFU Policies and Procedures a Policies b Fiscal Administration i Award Notification 1 The Office of Research and Sponsored
More informationFLORIDA DEPARTMENT OF EDUCATION. Request for Application
FLORIDA DEPARTMENT OF EDUCATION Request for Application Bureau/Office Division of Public Schools, Bureau of Exceptional Education and Student Services (BEESS) Program Name Grants to States, Individuals
More informationSubrecipient Profile Questionnaire
Subrecipient Profile Questionnaire How to use: The questionnaire is used to help determine a subrecipient organization s financial and management strength, which helps assess risk and dictates the monitoring
More informationLegacy Resource Management Program Guidelines for Full Proposal Applicants (2016)
Legacy Resource Management Program Guidelines for Full Proposal Applicants (2016) Below is important guidance that applicants should follow to ensure they correctly submit their Legacy proposals. Proposals
More informationFLORIDA DEPARTMENT OF EDUCATION. Request for Application (RFA Entitlement)
FLORIDA DEPARTMENT OF EDUCATION Request for Application (RFA Entitlement) Bureau / Office Division of Public Schools, Bureau of Exceptional Education and Student Services (BEESS) Program Name Grants to
More informationHUD-US DEPT OF HOUSING & URBAN DEVELOPMENT: Financial Grant Reporting. Ladies, and gentlemen, thank you for standing by and welcome to the
Final Transcript HUD-US DEPT OF HOUSING : Financial Grant Reporting SPEAKERS Robin Booth PRESENTATION Moderator Ladies, and gentlemen, thank you for standing by and welcome to the Financial Grant Reporting
More informationCommonwealth Health Research Board ("CHRB") Grant Guidelines for FY 2014/2015
("CHRB") Grant Guidelines for FY 2014/2015 Effective July 1, 2013 for grants to be awarded July 1, 2014 KEY DATES DUE DATES Concept Paper Submissions October 1, 2013 Full Proposal Submissions February
More informationUnderstanding the Adult Education State Director s Fiscal Responsibilities
Understanding the Adult Education State Director s Fiscal Responsibilities Office of Vocational and Adult Education Training for New State Staff November 5, 2013 Jay LeMaster OVERVIEW Sections of statute
More informationTemplate D Plain-crimson-dark 1
WSU Research Administration Series: Research Administration Update Dan Nordquist, Kim Small, Sponsored Programs Heather Lopez, Internal Audit September 12, 2014 Recording date of this workshop is September
More informationVIRGINIA SAFE ROUTES to SCHOOL. Non-Infrastructure Grant GUIDELINES
VIRGINIA SAFE ROUTES to SCHOOL Non-Infrastructure Grant GUIDELINES 2018-2019 December 2017 Virginia Safe Routes to School Non- Infrastructure Grant Program Guidelines TABLE OF CONTENTS INTRODUCTION...
More informationAccounting for Cost Share Commitments
IV. Accounting for Cost Share Commitments A. Overview Cost share commitments are contributions made by RIT or a third party to support the overall costs of a sponsored project. The cost share commitments
More informationFAQ S FOR UNIFORM GUIDANCE
FAQ S FOR UNIFORM GUIDANCE As Uniform Guidance (UG) and its implications continue to be defined, the Fred Hutch UG Team will release a series of Frequently Asked Questions (FAQs) to clarify current standings.
More information2018 Corn Research and Education Request for Proposals
2018 Corn Research and Education Request for Proposals Through the generous support of the NY Senate and Assembly, the New York Corn & Soybean Growers Association (NYCSGA) is pleased to announce their
More informationSJSU Research Foundation Cost Share Policy
SJSU Research Foundation Cost Share Policy Office of Sponsored Programs Policy No.: Effective Date: Supersedes: n/a Publication Date: OSP. 03-04-001 Rev. A 05/01/2017 6/29/2017 1.0 Purpose The Cost Share
More informationTITLE VII-B of the McKinney- Vento Homeless Assistance Act, Reauthorized by Title IX, Part A of the Every Student Succeeds Act
TITLE VII-B of the McKinney- Vento Homeless Assistance Act, Reauthorized by Title IX, Part A of the Every Student Succeeds Act REQUEST FOR APPLICATIONS Three Year Competitive Application 2017-2018 March
More informationPolicy on Principal Investigators Duties and Responsibilities on Sponsored Projects
Office of Research and Sponsored Programs Foundation Administration Policy on Principal Investigators Duties and Responsibilities on Sponsored Projects Policy Index I. Introduction II. Policy Statement
More informationIllinois State Board of Education
Illinois State Board of Education 100 North First Street Springfield, Illinois 62777-0001 www.isbe.net James T. Meeks Chairman Tony Smith, Ph.D. State Superintendent of Education December 14, 2017 TO:
More informationBase. Base Determination and Cost Sharing. Bases represent the direct cost activities of an institution. Generally they consist of: 2/10/2014
Determination and Cost Sharing s represent the direct cost activities of an institution. Generally they consist of:» Instruction & departmental research» Organized research» Other sponsored activity (public
More informationFY2019 Competitive Grant FAQs January 19, 2018
FY2019 Competitive Grant FAQs January 19, 2018 1. The FY19 Competitive Grant refers to a 5% cap on administrative costs. Can we ask for more than 5% in administrative costs? A: Following the law, Section
More informationJUVENILE JUSTICE AND DELINQUENCY PREVENTION ALLOCATION TO STATES. U.S. Department of Justice
APRIL 2013 16.540 JUVENILE JUSTICE AND DELINQUENCY PREVENTION- ALLOCATION TO STATES State Project/Program: JUVENILE JUSTICE AND DELINQUENCY PREVENTION (JJDP) U.S. Department of Justice Federal Authorization:
More informationTable 1. Cost Share Criteria
Under U.S. Government (USG) funding, cost share refers to the resources an organization contributes to the total cost of a USG grant that is not included as part of the grant. Cost share becomes a condition
More informationCivic Center Building Grant Audit Table of Contents
Table of Contents Section No. Section Title Page No. I. PURPOSE AND OBJECTIVE OF THE AUDIT... 1 II. SCOPE AND METHODOLOGY... 1 III. BACKGROUND... 2 IV. AUDIT SUMMARY... 3 V. FINDINGS AND RECOMMENDATIONS...
More informationCommitment, CHDO Reservation, and Expenditure Deadline Requirements for the HOME Program. Table of Contents
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Community Planning and Development Special Attention: All Secretary's Representatives NOTICE: CPD 01-13 State Coordinators All CPD Division Directors All
More informationFrequently Asked Questions
Frequently Asked Questions August 2016 CATEGORY Allowable Expenses 1. Is Texas sales tax a reimbursable expense? No, sales tax is not a reimbursable expense. Budget 2. Is there a preferred order to submit
More informationSovereignty in Indian Education (SIE) Enhancement Initiative
Sovereignty in Indian Education (SIE) Enhancement Initiative BIE will begin a new round of competitive grants to tribes and their tribal education departments (TEDs) to promote tribal control and operation
More informationCDBG National Disaster Resilience. Frequently Asked Questions (FAQs) for Grants Management
CDBG National Disaster Resilience Frequently Asked Questions (FAQs) for Grants Management Updated: 7/29/2016 Disclaimer Remember: We do our best responding accurately and consistently to questions and
More informationThe OmniCircular - 2 CFR 200
The OmniCircular - 2 CFR 200 Mary Karen Wills 202-480-2773 mkwills@brg-expert.com Tina Reynolds 703.760.7701 Treynolds@mofo.com September 16, 2014 OMB Final Rule and Applicability Office of Management
More informationPolicy on Cost Allocation, Cost Recovery, and Cost Sharing
President Page 1 of 11 PURPOSE: Provide guidance and structure when allocating and documenting costs (direct and indirect) for extramurally funded awards. Serves to provide direction for budgeting, allocating
More informationQuestion and Answer Transcript Follow-up to the December 7, 2011 webinar on: Proper Management of Federal Grants - Support of Salaries and Wages
Question and Answer Transcript Follow-up to the December 7, 2011 webinar on: Proper Management of Federal Grants - Support of Salaries and Wages Acronyms used in the Questions and Answers (alphabetical
More informationSubrecipient vs. Contractor: Guidance on Appropriate Classification of Legal Relationship
HARVARD UNIVERSITY Responsible Office: Office for Sponsored Programs Date First Effective: October 18, 2011 Revision Date: December 26, 2014 Subrecipient vs. Contractor: Guidance on Appropriate Classification
More informationCHAPTER XI: SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS (SEFA) CONTENTS
CHAPTER XI: SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS (SEFA) CONTENTS SECTION PAGE(S) SEFA Guidance Intro 1 2 Example of SEFA 1 1 3 Frequently Asked Questions with Answers 2 1 2 Notes to the SEFA (Example)
More informationPolicies and Procedures Under the Uniform Grant Guidance. Florida School Finance Officers Association November 10, 2016
Policies and Procedures Under the Uniform Grant Guidance Florida School Finance Officers Association November 10, 2016 Why? Single Audits Monitoring Staff Changes and Transitions New EDGAR requirements
More informationTIME AND EFFORT DOCUMENTATION 101 TIME AND EFFORT DOCUMENTATION REQUIREMENTS AND CHANGES IN LIGHT OF THE OMB SUPERCIRCULAR EDGAR AND THE OMB CIRCULARS
TIME AND EFFORT DOCUMENTATION REQUIREMENTS AND CHANGES IN LIGHT OF THE OMB SUPERCIRCULAR TIFFANY R. WINTERS, ESQ. TWINTERS@BRUMAN.COM @TRWINTERS BRUSTEIN & MANASEVIT, PLLC WWW.BRUMAN.COM NASTID 2014 1
More informationFY 2018 SNAP PROCESS AND TECHNOLOGY IMPROVEMENT GRANTS (PTIG)
FY 2018 SNAP PROCESS AND TECHNOLOGY IMPROVEMENT GRANTS (PTIG) MAY 2018 THIS WEBINAR IS BEING RECORDED Presented by Alice McKenney and Sarah Goldberg, SNAP Program Analysts Webinar Agenda PTIG Basics Fiscal
More informationNorth Carolina Department of Public Safety Division of Emergency Management
APRIL 2015 97.036 PUBLIC ASSISTANCE GRANTS State Project/Program: PUBLIC ASSISTANCE PROGRAM Federal Authorization: U. S. DEPT OF HOMELAND SECURITY Robert T. Stafford Disaster Relief and Emergency Assistance
More informationOUTGOING SUBAWARD GUIDE: INFORMATION FOR UWM PRINCIPAL INVESTIGATORS VERSION 1, JULY 2015
OUTGOING SUBAWARD GUIDE: INFORMATION FOR UWM PRINCIPAL INVESTIGATORS VERSION 1, JULY 2015 INTRODUCTION The University of Wisconsin-Milwaukee (UWM) is the prime recipient on a wide range of sponsored awards
More informationVictims of Crime Act (VOCA) Grant Application Frequently Asked Questions (FAQs) for the Supplemental Competitive Funding Announcement
Victims of Crime Act (VOCA) Grant Application Frequently Asked Questions (FAQs) for the 2015-2016 Supplemental Competitive Funding Announcement Overview: OCVS recognizes that current VOCA subgrantees have
More informationCommunity Housing Development Organization (CHDO) Organizational Qualification/Requalification Request. City: State: Zip: County:
Community Housing Development Organization (CHDO) Organizational Qualification/Requalification Request Name or Organization: Executive Director: Board President: Address: City: State: Zip: County: Application
More informationHow to Draft New & Update Old Policies and Procedures. Agenda. Why?
How to Draft New & Update Old Policies and Procedures Brette Kaplan Wurzburg bwurzbrug@bruman.com Jennifer Segal jsegal@bruman.com Fall Forum 2014 Agenda Why policies and procedures are important? Logistics
More informationTime and Effort Certification
Office of Sponsored Projects Time and Effort Certification Revised May 1, 2014 Purpose The purpose of this training course is to familiarize faculty and administrative staff with the University's effort
More informationGATA GRANT ACCOUNTABILITY AND TRANSPARENCY ACT OVERVIEW T.H.E. CONFERENCE
GATA GRANT ACCOUNTABILITY AND TRANSPARENCY ACT OVERVIEW T.H.E. CONFERENCE 2.28.17 Topics of Discussion GATA Myths Applicability of GATA GATA Overview What s New Roles and Responsibilities Consequences
More informationGrants Management Workshop. Proposal and Award Management Support
Grants Management Workshop Proposal and Award Management Support Agenda Sponsored Project Administration UVM and RSENR Support Systems Provide an overview of the grant life cycle For each stage of the
More informationTexas Association of County Auditors
Presentation to Texas Association of County Auditors New Uniform Grant Guidance and Update on 2014 OMB Circular A-133 Compliance Supplement by www.padgett-cpa.com Presenters Joel Perez, Jr., Partner Leader
More informationPolicy and Responsibility
MURRAY CITY SCHOOL DISTRICT NUMBER: PS 409 EFFECTIVE: 06/27/1990 REVISION: 11/10/2016 PAGES: 7 Statement of... Policy and Responsibility SUBJECT: FUNDRAISING POLICY A. PURPOSE The purpose of this policy
More informationUNIFORM GUIDANCE OVERVIEW. Budget Officers Meeting January 28, 2015
UNIFORM GUIDANCE OVERVIEW Budget Officers Meeting January 28, 2015 OMB Circulars Before and After Eight circulars condensed to one new comprehensive set of requirements for recipients of federal awards
More informationGrant Administration Workshop. Research and Sponsored Programs
Grant Administration Workshop Research and Sponsored Programs Grant Administration Workshop 1. Grant attributes and what this means 2. How to read your budget 3. How to see expense details 4. How to correctly
More informationMDH Grants Management Update Alyssa Haugen & DeeAnn Finley 8/26/15
MDH Grants Management Update Alyssa Haugen & DeeAnn Finley 8/26/15 Presenters Alyssa Haugen, Grants and Special Projects Manager, Health Operations Bureau DeeAnn Finley, LPH Policy and Administration Specialist,
More informationGuidance on Allocating Real Estate Development Costs in the Neighborhood Stabilization Program
September 16, 2011 Community Planning and Policy Alert! Guidance on Allocating Real Estate s in the Neighborhood Stabilization Program Originally released January 13, 2011; updated September 16, 2011 Introduction
More informationSUMMARY. Extramural Funds Accounting effectively conducts post award financial management:
SUMMARY Extramural Funds Accounting assists campus faculty and staff in meeting their teaching, research, and operational needs by providing quality financial services for externally funded projects. Protecting
More informationThe Uniform Guidance (2 CFR, Part 200)
WCMC Implementation of The Uniform Guidance (2 CFR, Part 200) Tuesday, September 22, 2015 & Wednesday, September 23, 2015 UG Workshop Michelle A. Lewis, M.S. Director of Research Administration Interim
More informationFederal Grants and Financial Assistance 2017 Training Catalog
1 P a g e Who are we? Meet Colleague Consulting Colleague Consulting LLC is a 19-year-old small business specializing in training, human resource development, and organizational development services for
More information