Checklist - OWBO Work Plan and Budget 2017-18.pdf

Checklist of Required Submissions for the

OWBO-WKPLN 2017-18 - Option Year Work Plan & Budget Request

Address and submit all information requested by the Option Year Work Plan & Budget Request Template.

OPEN DATE: JUNE 13, 2017

CLOSE DATE: JULY 14, 2017 (11:59:59 PM EDT)

Mission Alignment & Experience Cost Proposal Project Narrative

☐ Work Plan Narrative – The work plan narrative shall be limited to 5 pages and include responses for each section identified. For each section, the narrative should address all of the questions included in that section. If the Host has multiple centers, make sure each narrative is unique to that center. You must number your responses in the order of the template. Do Not type directly into the Option Year Work Plan & Budget Request Template.

☐ Organization Chart

Organization Chart (include names and positions for all proposed full- and part-time program staff employees working on the WBC Project)

☐ Resume for the WBC Director

☐ Position Description for ALL personnel (key & non-key)

☐ List of Board of Directors (include: title, phone number, mailing address and e-mail address)

☐ List of WBC Advisory Board Members (include: each member’s phone #, e-mail, and incl. the role(s) & responsibility(ies) of each member.

☐ Projected Milestones Chart

☐ Concurrence from DOTR regarding local market needs

☐ Copy of all Sub-contracts and Agreements (Must also include 3 quotes for all subcontracts between 3,501 - 150K.)

☐ Conflict of Interest policy signed by all current employees, contractors, and instructors (not to include volunteers)

☐ Active SAM Registration – A print out showing a valid SAM registration and the date of expiration.

☐ Financial Management Certification – Include a signed certification that the financial system to be used for the WBC’s project meets the requirements of 2 CFR Part 200.302 and

200.333. (Note: The signed certification statement or letter may be from the applicant’s auditor, CPA, treasurer, comptroller, CFO or similarly qualified individual.)

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).

☐ Approved Indirect Cost Rate (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 an SF-424 Package for this

SF 424 Packages and Budget Details

Option Year Budget

☐ SF-424 (Form located at Grants.gov)

☐ SF-424A (Form located at Grants.gov)

☐ SF-424B (Form located at Grants.gov)

☐ Annual Budget Summary Worksheets (B10 – B16)

☐ Certification of Cash Match and Program Income

Also, complete page 2 of the worksheet and list sources for all cash match and the activity which will generate program income. The amounts shown here should match the amount of cash and program income (if any) shown in your budget.

Note: In-kind should not be included on this worksheet.

MAKE SURE OF THE FOLLOWING

1. The SF-424 reflects the correct federal amount (as approved by OWBO in your Letter of Intent) 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 if any (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 to be charged to the grant and must be shown under the "Supplies" cost category.