Grant Rollover Process, Expenditure Reports & Payment Vouchers and Grant Amendments & Revision Requests Tim Johnson Grants Management Officer Division.

Grant Rollover Process,Expenditure Reports & Payment

Vouchersand

Grant Amendments & Revision Requests

Tim JohnsonGrants Management Officer

Division of HIV, STD and TB Services(DHSTS)

609- 777-7776 or 609- 633-7463

Grant Rollover Process

Grant Rollover Process

Grant Rollover Process

Expenditure Report Process

Report of Grant Expenditures & Expenditure Reports

After selecting, “I Agree”:

Grantee Fields to Input Information

a. Grantee Account/Fund Numberb. Reporting Datec. Period Expendituresd. Revision Report Numbere. Finalf. Name of Chief Financial Officer & Titleg. Click on Certification Box• All Errors (a. – g.) must be corrected before submission

Certification Box & All Errors

You must complete:Reporting From Date

Reporting To Date

You must certify:Report is true and correct

You must complete:Name of Chief Financial OfficerTitle of Chief Financial Officer.

AFTER ALL IS COMPLETE SELECT SAVE

Submit Expenditure Report & Change Status

Grantee Must Agree to Submission

NOTE: Once the EXPENDITURE REPORT has been submitted, the STATUS MANAGEMENT section will disappear from the screen and the document will no longer be in “active” status for Grantee

Grantee Payment Voucher Certification Page Under Forms

Grantee Returns PaymentVoucher to GMO

NOTE: Once the PAYMENT VOUCHER has been forwarded to DHSS GMO for processing, the STATUS MANAGEMENT section will disappear from the page and the document will no longer be in “active” status for the Grantee

Grantee Initiates Grant Amendment/Revision

Grantee Must Select “I Agree”

Selects the:

Grant “Amendment/Budget Revision Request” form

(links to the “Complete the Justification Page”)

Grantee Returns to

Application Menu

Grantee Completes Justification Page

Grantee Submits Request byChanging Status

Grantee Must Select “I Agree”to Submit Request

GMO can either:

Approve -

“Grant in Amendment”“Grant in Revision”

Deny –

Return to grantee for modification

GMO Must Select “I Agree”to Change Status of Grant

Grantee Makes Necessary Changes &Submits Back to DHSS for Approval

Grantee Must Select “I Agree” to Submit

GMO reviews and can either:

Approve -- (“Grant Revision Executed”)- grant becomes executed

OR Return –

- (“Grant in Revision” )

- return to grantee for modification

ORDeny –

- returned to grantee

GMO Must Select “I Agree”