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
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
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.