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B. BASIC FIELD GRANT SUPPORTING DOCUMENTS

Basic Field Grant Website Resources

  • The link above will take users to the Basic Field Grant page, where they may find guidance for completing their application.

GrantEase Document Checklist

  1. 1. Accounting Policies and Procedures Manual (*Individual uploads required ONLY IF NOT INCLUDED in the Fiscal/Accounting Manual) – Grantee Profile
    1. 01.01. *Bank accounts and reconciliations
    2. 01.02. *Cash disbursements (inc. travel and expense reimbursements, credit cards, advances)
    3. 01.03. *Cash receipts
    4. 01.04. *Chart of accounts changes
    5. 01.05. *Client trust account
    6. 01.06. *Cost principles
    7. 01.07. *Derivative income
    8. 01.08. *Direct entries to the general ledger
    9. 01.09. *Document Integrity
    10. 01.10. *Electronic data processing and cybersecurity
    11. 01.11. *Electronic banking
    12. 01.12. *PAI expenditure calculation
    13. 01.13. *Payroll
    14. 01.14. *Petty cash (if applicable)
    15. 01.15. *Procurement and contracting
    16. 01.16. *Property and equipment
    17. 01.17. *Record retention
    18. 01.18. *Related parties (if applicable)
    19. 01.19. *Segregation of duties
    20. 01.20. *Subgrants (if applicable)
  2. 2. Board committees and assignments matrix (template)
  3. 3. Case Acceptance Guidelines
  4. 4. Certificate of Good Standing*
  5. 5. Committee Charter – Audit Committee
  6. 6. Committee Charter – Combined Audit/Finance
  7. 7. Committee Charter – Finance Committee
  8. 8. Conflict of Interest Policy – Staff
  9. 9. Conflict of Interest Policy – Board (if different from item 8: Conflict of Interest Policy--staff)
  10. 10. Continuity of Operations Plan
  11. 11. Current Board Bylaws
  12. 12. Directors’ and Officers’ Insurance Policy
  13. 13. Fidelity Bond Insurance Policy
  14. 14. Financial Eligibility Policies (board-approved) 45 CFR § 1611.3
  15. 15. IRS Form 990
  16. 16. Leadership Succession Plan
  17. 17. Legal Needs Assessment
  18. 18. Limited English Proficiency Plan
  19. 19. List of agreements/memoranda of understanding with other service providers
  20. 20. Nepotism Policy
  21. 21. Organizational Chart
  22. 22. Policies & Procedures re:45 CFR § 1626
  23. 23. Private Attorney Involvement (PAI) Plan
  24. 24. Proposed Budget (template)
  25. 25. Resource Development Plan
  26. 26. Segregation of Financial Duties Checklist (template)
  27. 27. Strategic Plan
  28. 28. Student loan repayment assistance program policies and procedures
  29. 29. Technology Plan