Checklist of Required Submissions for FOA No. OWBO-2017-01-1.pdf

8.4.2 Checklist of Required Submissions for Funding Opportunity Announcement No. OWBO-2017-01-1

Technical Proposal Cost Proposal

Address and submit each of the following as instructed and outlined in the Funding Opportunity Announcement.

Program Information Narrative

___ Table of Contents

___ Mission Alignment and Experience

___ Organization and Structure

Include the following:

- Organization Chart (include names, positions titles, and percentage of time each will devote to the project for all proposed full- and part-time employees working on the WBC project)

- Résumé (for WBC Director)

- Position Description (for ALL personnel)

List of Board of Directors (include phone number and e-mail address, and include skills and experience that each member brings to the board)

- List of WBC Advisory Board Members and each member’s phone number, e-mail address, and include the role(s) and responsibility(ies) of each member.

- WBC Hours & Planned Closures

___ Market Assessment for Services Provided

___ Project Objectives & Milestones

___ Plans for Marketing and Collaboration with the SBA & Other Community

& Small Business Organizations

___ Include commitment letters and/or cooperative agreements.

___ Sources and Leverages of Funds

___ Financial Management Capability & Certification of Match

___ Include a certification that the financial system to be used for the non- Federal entity’s WBC project meets 2 CFR Part 200.302 and 200.333.

(Note: Letter may be from the applicant’s auditor, CPA, treasurer, comptroller, CFO or similarly qualified individual.)

___ Program Evaluation and Economic Impact

___ Technology Capability

Supporting Documents

___ List of all Federal awards received w/in last 5 years - include: 1) grantor agency name; 2) CFDA number; 3) the year of the award; 4) the amount of the award; & 5) status of award (i.e., if award is ongoing or closed).

___ Concurrence from District Director regarding local market needs ___ Active SAM Registration – A print out showing a valid SAM registration and the date of expiration ___ Copy of All Subcontracts and Agreements (may not exceed 49% of total budget). Must also include 3 quotes for all subcontracts between 3,501 and 150K.

___ Conflict of Interest policy signed by all current employees, contractors, and instructors ___ Projected Milestones Chart ___ Articles of Incorporation ___ Non-Profit Verification (501(c) Certification from IRS) ___ SF-LLL (Lobbying) ___ SBA Form 1224 (Cost Sharing Proposal) ___ Approved Indirect Cost Rate or Cost Allocation (if applicable) ___ Most recent audit (or audited financial statement)

Must complete the SF-424 Package for the Base Period

SF 424 Packages and Budget Details

For the Base Period:

___ SF-424 (located at Grants.gov)

___ SF-424A (located at Grants.gov)

___ SF-424B (located at Grants.gov)

___ Annual Budget Summary (B10 – B16) – in its original excel format

___ Certification of Cash Match and Program Income Worksheet.

Also, must complete page 2 of this worksheet to include a list of sources for cash match and detail the activity which will generate program income (if any). Note: In-kind should not be included on this worksheet.

For Estimated Funding Requirements for Option Year 1 through 5 –

Complete the following:

___Section E of the Base Period SF-424A as instructed in the funding opportunity announcement.

MAKE SURE OF THE FOLLOWING

1. The SF-424 reflects the correct Federal amount and non-Federal match of which 50% is in the form of cash. Note: Cash match is all non-Federal cash and program income;

2. The SF-424A, block 6. a. – k., breaks out the Federal share (in column 1); the non-Federal cash (in column 2); in-kind (in column 3) & program income (in column 4); and

3. The budget does not include non-expendable equipment. Non-expendable equipment is unallowable under the grant. Only expendable equipment, (valued below $5,000 per piece) is allowable and must be shown under the "Supplies" cost category.