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

Duties and Responsibilities

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

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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

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REQUESTING ACCESS TO GRANT FUND

Form BO – 7200 MUST be completed in full and submitted to the Business Office

Grants

arefun!!!

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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)

FRIGITD

FRIGTRD

FOIDOCH

REQ, PO, INV

R00…., P00…, I0….

FGIOENC

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

Questions???