3
G
Basics
Grant Development, Grant Compliance, and Grant Accounting
Contacts



Grant Development

Teresa Gonzalez, Grant Development Officer

Maricela G. Silva, Grant Development Officer
Grant Compliance

Samantha B. Uriegas, Grants/Contracts Compliance Officer

David M. Passero, Grants/Contracts Compliance Manager

Nohemi Marroquin, Grants/Contracts Compliance Specialist
Grant Accounting-Business Office Grants

Dalinda Gamboa, Accounting Group Manager

Norma Reyna, Accountant

Jacinta Garcia, Accounting Specialist

Esmeralda Palomo, Accounting Specialist
Duties and Responsibilities
Grant Acronyms

RFP

RFA

NOGA

PI

GM

FM

T&E

PAR
Grant Acronyms

RFP (Request for Proposal)

RFA (Request for Application)

NOGA (Notice of Grant Award)

PI (Principal Investigator)

GM (Grant Manager)

FM (Financial Manager)

T&E (Time and Effort)

PAR (Personnel Activity Report)
Grant Start-Up Forms

Request to Set-Up a New Grant Fund

Request of a Grant Budget Form

Banner Finance Access Form
CREATING A GRANT
(Form BO-4201)

Fund – Left blank (Business Office will assign fund code)

Organization – Grant Compliance: R14300, Carl Perkins Grant
Compliance: R14200, R60010 The Institute for Advanced
Manufacturing

Program - refer to Banner Program Hierarchy Report

Financial Manager – person responsible for ensuring compliance
and approving requisitions, invoices, administrative costs, etc.

Principal Investigator – person managing the grant
Form MUST be completed in full
CREATING A GRANT BUDGET
(Form BO-4200)


Grant Fund – Left blank (Business Office will assign fund code)
Organization – Grant Compliance: R14300, Carl Perkins Grant
Compliance: R14200, R60010 The Institute for Advanced
Manufacturing

Program - refer to Banner Program Hierarchy Report
Revenue Budget – total budget in corresponding category

Expenditure Budget – summarized by budget pool (610000

(federal, state, local, private)
salary, 620000 benefits, 710000 operating, 730000 travel, 740000
capital and 750000 scholarships)
Form MUST be completed in full including ALL required
signatures
REQUESTING ACCESS TO
GRANT FUND

Form BO – 7200 MUST be completed in full and submitted to the
Business Office
Grants
are
fun!!!
Grant Initiation Meeting


Who are involved?

Grant Compliance

Business Office-Grants

Other departments requested

Grant Manager
What is discussed?

Grant Deliverables

Grant Budget

Program Report and Fiscal Report Deadlines
Chart of Account Reports

Fund - 21…, 22…, 23…, 24…

Organization - R14200, R14300

Account - 61…, 71…, 72…, 73…, 74…

Program - 44.., 80..
Grants Banner System
(Non-Student Specific Grants)
Financial Manager Inquiry Forms
 FRIGITD - Grant Inception To Date
Same as FGIBDST– Organization Budget Status
(Form in Finance Module)
 FRIGTRD - Grant Transaction Detail Form
Same as FGITRND- Detail Transaction Activity
(Form in Finance Module)
FRIGITD
FRIGTRD
FOIDOCH
REQ, PO, INV
R00…., P00…, I0….
FGIOENC
Important Requisition
Information

Department/Vendor Information/Quotes

Fund/Org/Account/Program

Item Description and Quantity

Document Text –

Name of the Grant

What is the funding for

Who will it serve

What is the time frame of the activity
GRANT REQUISITION
APPROVAL PROCESS
Authorized personnel completes on-line
requisition
Purchasing Personnel will approve/disapprove
requisition
Financial Manager will approve/disapprove
requisition
Business Office-Grants will approve/disapprove
requisition
Requisition will follow Purchasing processes
GRANT TRAVEL APPROVAL
PROCESS

Grant Travel forms and approval
follow STC’s general procedures

Remember:

Federal Limits

State limits
2015 Per Diem Rates (US General Services Administration) http://finance.southtexascollege.edu/businessoffice/travel.html
Travel Forms

In-State per diem


STC approved rates
Out-of-State per diem

GSA Regulations

$0.56 mileage

No Tips

No State Tax
Time and Effort Documentation

6 month Personnel Certification

Monthly Personnel Activity Report
Audits

In a fiscal year, the Business Office-Grants may go
through several audits (monitoring visits, desk reviews,
site visits, audits, etc.).

Prior audits have been performed by:

Texas Workforce Commission

Workforce Solutions

Department of Education

Department of Labor

Texas Higher Education Coordinating Board

Private Agencies
Questions???