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

01. Accounting manual (*Individual uploads required ONLY IF NOT INCLUDED in the Fiscal/Accounting Manual) – Grantee Profile

01.01. *Bank reconciliation procedures – Grantee Profile

01.02. *Cash disbursements – Grantee Profile

01.03. *Cash receipts – Grantee Profile

01.04. *Client trust accounts – Grantee Profile

01.05. *Consultants & contract services – Grantee Profile

01.06. *Cost allocation methodology – Grantee Profile

01.07. *Derivative income policy – Grantee Profile

01.08. *Electronic data processing – Grantee Profile

01.09. *Electronic banking – Grantee Profile

01.10. *PAI allocation methodology – Grantee Profile

01.11. *Personnel & payroll – Grantee Profile

01.12. *Petty cash controls – Grantee Profile

01.13. *Procurement – Grantee Profile

01.14. *Property control – Grantee Profile

01.15. *Segregation of duties – Grantee Profile

02. Board committees & assignments matrix – Grantee Profile

03. Certificate of good standing – Grantee Profile

04. Committee charter - Audit Committee – Grantee Profile

05. Committee charter - Combined Audit/Finance – Grantee Profile

06. Committee charter - Finance Committee – Grantee Profile

07. Conflict of interest policy - Staff – Grantee Profile

08. Conflict of interest policy - Board (if different) – Grantee Profile

09. Continuity of operations plan – Grantee Profile

10. Evaluation/Assessment report of intake procedures – Grantee Profile

11. Fidelity bond insurance policy – Grantee Profile

12. Financial eligibility policies (Board-approved) 45 CFR 1611.3 – Grantee Profile

13. Legal Needs Assessment – Grantee Profile

14. Limited English proficiency plan – Grantee Profile

15. List of agreements/memorandum of understanding w/ other service providers in your area – Grantee Profile

16. Nepotism policy – Grantee Profile

17. Private attorney involvement (PAI) plan – Grantee Profile

18. Policies & procedures re. 45 CFR pt. 1626 (1626.12) – Grantee Profile

19. Resource development plan – Grantee Profile

20. Segregation of financial duties checklist – Grantee Profile

21. Strategic plan – Grantee Profile

22. Technology Plan – Grantee Profile