Checklist - OWBO-2018-02.docx

8.4.2 Checklist of Required Submissions for this Funding Opportunity Announcement

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

Program Information Narrative ___ Cover Letter and Technical Proposal with Table of Contents which includes the following as per the Funding Announcement:

___ Mission Alignment and Experience ___ Organizational Experience and Capacity 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 project 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 & each member’s phone #, e-mail, and incl. the role(s) & responsibility of each member

· WBC Hours & Planned Closures

___ Market Assessment for Services Provided ___ Project Objectives & Milestones ___ Marketing and Collaboration with the SBA & Other Organizations ___ Include commitment letters and/or cooperative agreements ___ Sources and Leverage of Funds ___ Financial Management Capability & Confirmation 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 ___ Technological Capabilities 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).

___ Copy of All Subcontracts and Agreements (may not exceed 49% of total budget). Must also include 3 quotes for all subcontracts between 10,001 - 250K ___ Projected Milestones Chart ___ Articles of Incorporation ___ Non-Profit Verification (501(c) Certification from IRS) ___ SF-LLL (Lobbying) ___ Approved Indirect Cost Rate or Cost Allocation (if applicable) ___ Most recent audit (or audited financial statement) Note: If Applicant’s prior year project was identified by OWBO as low-risk, the Applicant may submit its most recent unaudited financial statement.

Must complete the SF-424 Packages for the Base Year SF 424 Packages and Budget Details For the Base Year – Submit the following:

___ SF-424

___ SF-424A

___ SF-424B

___ Annual Budget Summary (B10 – B16) ___ Certification of Cash Match and Program Income Worksheet. Also, must complete page 2 of the 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 and Option Year 2 – Complete the following:

___Section E of the Base Year SF-424A is completed 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.