REPORTING ON REPORTING ON EFFECTIVE GRANT EFFECTIVE GRANT PROPOSALSPROPOSALS

Delia RodríguezCali, July 26-29 2010

Table of ContentsTable of Contents1) Definition of Federal Assistance2) Objectives and Methods: tools to

prepare your Program reporta. Smart objectivesb. Methods clearly stated

3) Project evaluation4) Budget: tool to prepare your

Financial Reporta. Federal budgetb. Non-Federal budget

5) Grant Reporting Forms

1. Definition of Federal 1. Definition of Federal Assistance Assistance Non Federal Entities

administrating: ◦ Grants◦ Loans◦ Loan Guarantees◦ Property ◦ Cooperative Agreements◦ Interest subsidies◦ Insurances◦ Food commododities◦ Direct appropriations

How do you define an How do you define an objective?objective?Measurable outcomes of the

programDefine your methods

2. SMART objectives2. SMART objectives

Were the methods clearly Were the methods clearly stated to achive the goals?stated to achive the goals?HowWhenWhy

EvaluationEvaluationObjectives are taken seriouslyHow well you achieved your

objectivesManagement tool

Types of EvaluationTypes of EvaluationMeasures the productAnalyzes the process and/or

strategies adoptedImpact on the audiences

BudgetBudgetItem Descriptio

nCost Non-

Federal Share (cost

share)

Federal Share

Executive director

Supervision

10% of salary = $10,00025% benefits = $ 2,500

1,500 1,000

Project director

Hired in month one

11 months at $35,000 =$2,08325% benefits = $ 8,025

3,000 5,025

Tutors 12 working 10 hours per week for three months

12 x 10 x 13 x $4,50 = $7,020

3,000 4,020

Budget (page two)Budget (page two)

Item Description

Cost Non-Federal Share (cost

Federal Share

Office space

Requires 25% of current space

25% x $20,000 = $ 5,000

5,000

Equipment DVC $7,000 $,7000

TOTAL $29,545 $12,500 $17,045

Request for Advance and Reimbursement

SF-270 Mandatory submission for both domestic and overseas recipients.

Outlay Report and Request for Reimbursement for Construction Programs

SF-271 Mandatory submission for both domestic and overseas recipients

IRS-1099G Form 1099 G

Mandatory form for all individuals that who have been paid $600 or more in a calendar year, by way of a grant or cooperative agreement.

Federal Financial Report (FFR)

SF-425 Mandatory use for domestic and overseas recipients when reporting Cash Management and Financial Status. Effective as of 10/01/09

Post Award FormsPost Award Forms

Application formApplication form

Assurances for non-construction programs)

SF-424 B Mandatory for all domestic and overseas applicants

Assurances for construction programs)

SF-424 C Mandatory for all domestic and overseas applicants

Reports required during the Reports required during the project life cycleproject life cycleInterim Progress ReportInterim Financial Report SF-270 Final Program ReportFinal Financial Report SF-270 and SF-

425Equipment purchased with serial

numbers, model and mark (Property Grant)

Name and S.S. # of all US individual paid honoraria $600 or more. Incluces individuals with “green cards”

FORM SF-270FORM SF-270◦For all non-construction grant

programs◦Used by Federal awarding agency for

general management.◦Purpose:

It prescribes the timing of advances Procedures to be observed Assure cash payments occur Meet the grantee´s need

FORM SF-271FORM SF-271For construction programs.It it used for general

management

IRS 1099G Miscellaneous IRS 1099G Miscellaneous formformFor all individual recipients

subject to U.S. tax laws, including Foreign Nationals with “green cards”

Paid $600 or more in a calendar year by way of a grant or cooperative agreement.

Assurances (non-Assurances (non-construction programconstruction programTo assure compliance with statutory

requirements.Indicating their willingness to comply

with a number of laws that are listedApplicable regulationsAttest to the quality and accuracy of

all financial, programatic and evaluation data reported to the Department in the annual or final reports.

THANK YOU !

Delia L. Rodríguez M. rodriguezdl@hotmail.esDiriomo, Nicaragua(505) 2557 0000