F UND F OR VE T E RANS ASSI ST ANCE GRANT RE PORT I NG T - - PowerPoint PPT Presentation

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F UND F OR VE T E RANS ASSI ST ANCE GRANT RE PORT I NG T RAI NI NG Ashle y Ho lc o mb E la ine Za va la F VA Gra nt Offic e rs AGRE E ME NT Gra nt Pro visio ns Artic le 2.01 - Re imb urse me nt Gra nt Artic

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SLIDE 1

F UND F OR VE T E RANS’ ASSI ST ANCE GRANT RE PORT I NG T RAI NI NG

Ashle y Ho lc o mb E la ine Za va la F VA Gra nt Offic e rs

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SLIDE 2

AGRE E ME NT

  • Gra nt Pro visio ns
  • Artic le 2.01 - Re imb urse me nt Gra nt
  • Artic le 5 – Re po rting a nd Mo nito ring o f

Pro g ra m Pe rfo rma nc e

  • E

xhib its

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SLIDE 3
  • 10% o f to ta l g ra nt a wa rd pro vide d upo n

re c e ipt o f e xe c ute d a g re e me nt

  • T

his a mo unt must b e fully e xpe nde d b e fo re a ny re imb urse me nts will b e ma de

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GRANT PROVI SI ONS I NI T I AL PAYME NT

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SLIDE 4

GRANT PROVI SI ONS RE PORT I NG DAT E S

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SLIDE 5

ART I CL E 2.01 RE I MBURSE ME NT GRANT

  • T

VC re imb urse s g ra nte e fo r a c tua l c o sts suppo rte d b y a de q ua te do c ume nta tio n (Una llo wa b le c o sts will no t b e re imb urse d)

  • Sub mitte d mo nthly
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SLIDE 6

ART I CL E 5: RE PORT I NG & MONI T ORI NG OF PE RF ORMANCE

  • Mo nthly - Pe rfo rma nc e a nd E

xpe nditure s

– Due 15th o f the mo nth fo llo wing e nd o f re po rting

mo nth

  • Qua rte rly - Pro je c t Na rra tive

– Due 15th o f the mo nth fo llo wing e nd o f re po rting

q ua rte r

  • F

ina l Pe rfo rma nc e a nd E xpe nditure Re po rt

– Due 60 da ys a fte r g ra nt pe rio d c lo se s

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SLIDE 7

E XHI BI T S

  • E

xhib it A – Sta te me nt o f Wo rk a nd Pe rfo rma nc e Me a sure s

  • E

xhib it B – Appro ve d Budg e t a nd Budg e t Na rra tive

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SLIDE 8

MONT HL Y PE RF ORMANCE AND E XPE NDI T URE RE PORT (MPE R)

  • T

a b 1 – Summa ry & Be nc hma rks

  • T

a b 2 – Pe rfo rma nc e Re po rt

  • T

a b 3 – Qua rte rly Na rra tive

  • T

a b 4 – E xpe nditure Re po rt

  • T

a b 5 – E xpe nditure De ta il

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SLIDE 9

MONT HL Y PE RF ORMANCE AND E XPE NDI T URE RE PORT (MPE R)

  • Sub mit MPE

R a nd do c ume nta tio n to re po rts@ tvc .te xa s.g o v

  • I

nc lude c o ntra c t numb e r in the sub je c t

  • f the e ma il

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SLIDE 10

‘ SUMMARY’ T AB

Fill in Report Period and Report Type

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SLIDE 11

SUMMARY: BE NCHMARK S

Grant Period Elapsed Performance Benchmark Expenditure Benchmark 25% 15% 15% 50% 40% 40% 75% 70% 70% 100% 100% 100%

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Calculated based on cumulative totals

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SLIDE 12

‘ SUMMARY’ T AB

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The shaded boxes will populate from

  • ther tabs

Provide an explanation in the text boxes if you are not meeting benchmarks Enter the Grant Period Elapsed % here

12

Check whether

  • r not you are

meeting the performance benchmark as referenced above

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SLIDE 13

‘ SUMMARY’ T AB

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Print this page and sign at the bottom after all tabs are completed

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SLIDE 14

PE RF ORMANCE

  • Re po rt the numb e rs se rve d fo r the mo nthly

re po rting pe rio d

– UNDUPL

I CAT E D Ve te ra ns, de pe nde nts, a nd/ o r surviving spo use s se rve d

– No t pre vio usly re po rte d

  • Use a syste m to tra c k yo ur c lie nts
  • E

lig ib ility do c ume nts/ c a se file s must b e a c c e ssib le to F VA sta ff

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SLIDE 15

‘ PE RF RPT ’ T AB

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  • Enter the number of

unduplicated Veterans, dependents and/or surviving spouses served that month that have also not been previously reported

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SLIDE 16

QUART E RL Y NARRAT I VE

  • T
  • b e c o mple te d e ve ry q ua rte r o f Gra nt

Pe rio d

– Pa rt 1 - Upda te o n pro je c t a c tivitie s – Pa rt 2 - Co nc e rns re g a rding yo ur pro je c t – Pa rt 3 - Suc c e ss sto rie s – Pa rt 4 - Additio na l info rma tio n

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SLIDE 17

‘ QT R NAR’ T AB

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Provide narratives within the text boxes at the end

  • f each quarter
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SLIDE 18

E XPE NDI T URE S

  • Use c urre nt E

xhib it B: Budg e t & Budg e t Na rra tive

  • No ne g a tive a mo unts
  • Sub mit c o mple te do c ume nta tio n
  • Within g ra nt pe rio d

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SLIDE 19

‘ E XP RPT ’ T AB

  • F

ill in ‘ Pre vio usly Re po rte d E xpe nditure s’ c o lumn

  • E

nte r ‘ Curre nt Pe rio d E xpe nditure s’ fo r I ndire c t Co sts

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SLIDE 20

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‘ E XP DE T AI L ’ T AB

  • I

nse rt e xtra line s first in e a c h c a te g o ry a s the y will a dd to the to p

  • L

ist e a c h ite m unde r c a te g o ry na me

  • I

nc lude pa g e numb e rs

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SLIDE 22

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Insert Item

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SLIDE 23

DOCUME NT AT I ON & E XPE NSE S

  • Suppo rting Do c ume nta tio n
  • F

ina nc ia l Assista nc e

  • I

ne lig ib le E xpe nse s

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SLIDE 24

SUPPORT I NG DOCUME NT AT I ON

  • Pe rso nne l

– E

mplo ye e L ist

– Sa la rie s, wa g e s, a nd b e ne fits pe r

e mplo ye e

– Amo unt o f c he c k – Allo c a tio n to the g ra nt

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SLIDE 25

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SLIDE 26

SUPPORT I NG DOCUME NT AT I ON

  • Pe rso nne l
  • Sa la rie s a nd wa g e s: pa y c he c k stub o r dire c t

de po sit re po rt

  • Be ne fits: list o f fring e b e ne fits pe r e mplo ye e

AND invo ic e s a nd pa yme nts to the ve ndo rs

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SLIDE 27

SUPPORT I NG DOCUME NT AT I ON

  • Pe rso nne l Ac tivity re po rts o r time she e ts

must b e ke pt a t yo ur o rg a niza tio n

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SLIDE 28

PE RSONNE L ACT I VI T Y RE PORT

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SLIDE 29

SUPPORT I NG DOCUME NT AT I ON

  • Suppo rt do c ume nta tio n sho uld b e
  • I

n the sa me o rde r a s o n the de ta il ta b

  • Co mple te , a c c ura te , le g ib le , a nd we ll
  • rg a nize d
  • Numb e re d a nd c ro ss-re fe re nc e d to

e xpe nse s o n the de ta il ta b

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SLIDE 30

SUPPORT I NG DOCUME NT AT I ON

  • E

a c h e xpe nse must ha ve :

  • Pro o f a c ha rg e wa s inc urre d
  • Pro o f o f pa yme nt to ve ndo r
  • A re c o rd o f the a llo c a tio n o f the

e xpe nse to T VC (if a pplic a b le )

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SLIDE 31

SAMPL E OF AL L OCAT I ON

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SLIDE 32

SUPPORT I NG DOCUME NT AT I ON

  • Re nt o r le a se pa yme nts must inc lude

c o py o f a g re e me nt o r le tte r fro m la ndlo rd with mo nthly a mo unt

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SLIDE 33

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SLIDE 34

SUPPORT I NG DOCUME NT AT I ON

  • No pe rso na l ide ntific a tio n do c ume nts
  • No pe rso nne l a c tivity re po rts
  • Only ite ms in the b udg e t na rra tive
  • Suffic ie nt suppo rt do c ume nta tio n

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SLIDE 35

F I NANCI AL ASSI ST ANCE

  • A situa tio n tha t po sse sse s AL

L

  • f the

fo llo wing :

  • I

t a ro se une xpe c te dly

  • Cre a te d a n imme dia te ne e d fo r fina nc ia l

a ssista nc e

  • T

he situa tio n wa s no t a re sult o f the a pplic a nt’ s o wn misc o nduc t

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SLIDE 36

E XAMPL E S I NE L I GI BL E I T E MS

  • Ca b le / Sa te llite T

V

  • Pe rso na l lo a ns
  • Pe rso na l ta xe s
  • F

ine s, fe e s, tra ffic tic ke ts, c o urt c o sts

  • Ba nkruptc ie s
  • Child suppo rt pa yme nts
  • Cre dit c a rd b ills

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SLIDE 37

UNAL L OWABL E E XPE NSE S

  • Sa le s ta x
  • Gift c a rds
  • T
  • b a c c o / liq uo r
  • F
  • o d fo r g ra nte e

e mplo ye e s

  • T
  • ll c ha rg e s

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  • T

ips

  • Ca pita l

le a se s/ e xpe nditure s (e xc e pt H4T xH)

  • Vo lunta ry re tire me nt

pla ns

  • No fe e s pe rta ining to

c rimina l de fe nse

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SLIDE 38

RE SOURCE S

  • Unifo rm Gra nt Ma na g e me nt Sta nda rds

(UGMS)

  • OMB Circ ula rs 2 CF

R 230 (A-122) a nd 2 CF R 225 (A-87)

  • F

VA Co st Princ iple s Side -b y-Side

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SLIDE 39

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SLIDE 40

CONT ACT I NF ORMAT I ON

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F VA Ma in L ine (512) 463-1157 g ra nts@ tvc .te xa s.g o v http:/ / www.tvc .te xa s.g o v/ F und-fo r- Ve te ra ns-Assista nc e .a spx