g 3 basics grant development, grant compliance, and grant accounting
TRANSCRIPT
G3 BasicsGrant Development, Grant Compliance, and Grant
Accounting
Contacts Grant Development
Teresa Gonzalez, Grant Development Officer
Maricela G. Silva, Grant Development Officer
Grant Compliance
Samantha B. Uriegas, Grants/Contracts Compliance Officer
David M. Passero, Grants/Contracts Compliance Manager
Nohemi Marroquin, Grants/Contracts Compliance Specialist
Grant Accounting-Business Office Grants
Dalinda Gamboa, Accounting Group Manager
Norma Reyna, Accountant
Jacinta Garcia, Accounting Specialist
Esmeralda Palomo, Accounting Specialist
Grant Acronyms
RFP
RFA
NOGA
PI
GM
FM
T&E
PAR
Grant Acronyms
RFP (Request for Proposal)
RFA (Request for Application)
NOGA (Notice of Grant Award)
PI (Principal Investigator)
GM (Grant Manager)
FM (Financial Manager)
T&E (Time and Effort)
PAR (Personnel Activity Report)
Grant Start-Up Forms
Request to Set-Up a New Grant Fund
Request of a Grant Budget Form
Banner Finance Access Form
CREATING A GRANT(Form BO-4201)
Fund – Left blank (Business Office will assign fund code)
Organization – Grant Compliance: R14300, Carl Perkins Grant Compliance: R14200, R60010 The Institute for Advanced Manufacturing
Program - refer to Banner Program Hierarchy Report
Financial Manager – person responsible for ensuring compliance and approving requisitions, invoices, administrative costs, etc.
Principal Investigator – person managing the grant
Form MUST be completed in full
CREATING A GRANT BUDGET(Form BO-4200) Grant Fund – Left blank (Business Office will assign fund
code)
Organization – Grant Compliance: R14300, Carl Perkins Grant Compliance: R14200, R60010 The Institute for Advanced Manufacturing
Program - refer to Banner Program Hierarchy Report
Revenue Budget – total budget in corresponding category (federal, state, local, private)
Expenditure Budget – summarized by budget pool (610000 salary, 620000 benefits, 710000 operating, 730000 travel, 740000 capital and 750000 scholarships)
Form MUST be completed in full including ALL required signatures
REQUESTING ACCESS TO GRANT FUND
Form BO – 7200 MUST be completed in full and submitted to the Business Office
Grants
arefun!!!
Grant Initiation Meeting Who are involved?
Grant Compliance
Business Office-Grants
Other departments requested
Grant Manager
What is discussed?
Grant Deliverables
Grant Budget
Program Report and Fiscal Report Deadlines
Chart of Account Reports Fund - 21…, 22…, 23…, 24…
Organization - R14200, R14300
Account - 61…, 71…, 72…, 73…, 74…
Program - 44.., 80..
Grants Banner System(Non-Student Specific Grants)
Financial Manager Inquiry Forms
FRIGITD - Grant Inception To Date Same as FGIBDST– Organization Budget Status (Form in Finance Module)
FRIGTRD - Grant Transaction Detail FormSame as FGITRND- Detail Transaction
Activity
(Form in Finance Module)
FOIDOCH
REQ, PO, INV
R00…., P00…, I0….
Important Requisition Information Department/Vendor Information/Quotes
Fund/Org/Account/Program
Item Description and Quantity
Document Text –
Name of the Grant
What is the funding for
Who will it serve
What is the time frame of the activity
GRANT REQUISITION APPROVAL PROCESS
Authorized personnel completes on-line requisition
Financial Manager will approve/disapprove requisition
Business Office-Grants will approve/disapproverequisition
Requisition will follow Purchasing processes
Purchasing Personnel will approve/disapprove requisition
GRANT TRAVEL APPROVALPROCESS Grant Travel forms and
approval follow STC’s general procedures
Remember:
Federal Limits
State limits
2015 Per Diem Rates (US General Services Administration) - http://finance.southtexascollege.edu/businessoffice/travel.html
Travel Forms
In-State per diem
STC approved rates
Out-of-State per diem
GSA Regulations
$0.56 mileage
No Tips
No State Tax
Time and Effort Documentation 6 month Personnel Certification
Monthly Personnel Activity Report
Audits
In a fiscal year, the Business Office-Grants may go through several audits (monitoring visits, desk reviews, site visits, audits, etc.).
Prior audits have been performed by:
Texas Workforce Commission
Workforce Solutions
Department of Education
Department of Labor
Texas Higher Education Coordinating Board
Private Agencies