Appendix-C-Sample-Grant-Expenditure-Summary.pdf

Grant Expenditure Summary

«Project_Name», Project #«Proj»

Type of Funds:

Personnel or Fringe Benefits or Consultants/ Contractors or

Travel or Other

Activity for the Period ___________ through ____________.

Use this form to provide a summary of how grant funds were expended. Copy and use separate pages for Personnel, Fringe Benefits, Consultants/Contractors, Travel, or Other expenses. For all expenses, including Personnel, Fringe Benefits, Consultants/Contractors, Travel, or Other expenditures: number each item, and attach copies of invoices, proof of payment (credit card statement and/ or cancelled check [front and back]) payroll records and other documentation of expenditures to this report. Use the “Item #” column in the table below to refer to attached documentation for technical assistance expenditures.

Item #

Payee

Amount

Purpose % Time on

Project

TOTAL [Personnel]or [Fringe Benefits] or [Travel] or [Consultants/ Contractors] or [Other] Expenditures for the period:

EXHIBIT G-2: Report Forms

Technical Assistance Report

This report should be used by «Acronym» to report how ESD grant proceeds were used to provide technical assistance directly to SEDIs, VSBs, and SMEs.

Date of Report: _________________________ Project Number: «Proj»

Organization: «Organization»

Covering the Period from __________________ through ___________________.

1) Below are the technical assistance goals set forth below. In the column on the right of the table indicate progress toward achieving these goals:

Projected Actual (cumulative for project to date)

2) On an attached page provide a description of the following:

i) an overall evaluation of the project to date;

ii) steps taken during this reporting period to achieve the goals above and the types of technical assistance provided;

iii) specific actions taken to encourage the participation of SEDIs, VSBs, SMEs; and

iv) any challenges that have arisen and how the organization has met them.

3) Attach copies of sign-in sheets for technical assistance activities, and other documentation of TA activities such as flyers, advertising, and agendas. Attach additional pages as necessary.

4) Attach a list of the business names, contact names, telephone numbers and total employment information (FTEs, including principals) for SEDIs, VSBs, and SMEs that received technical assistance during the reporting period. Indicate which of these businesses is a startup (in business for one year or less).

5) Exception Report: Please note that all modifications to the budget as set forth in Exhibit

D to this Agreement must be approved in advance by ESD. To the extent that grant funds budgeted for the provision of technical assistance were used for purposes other than the provision of pre-loan technical

EXHIBIT G-2: Report Forms assistance, attach a page to this report describing the specific uses of these funds, the amounts and reasons for the expenditures, the number of SEDIs, VSBs, SMEs assisted, total employment at these businesses, the nature of the business activities being pursued by beneficiaries, and the specific outcomes of the activities funded.