Webinar Handout SHIELD, Section Two: Grants Fiscal Management LEA/EXTERNAL USERS
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Webinar Handout
SHIELD, Section Two: Grants Fiscal Management
LEA/EXTERNAL USERS
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SHIELD Grants Fiscal Management
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Section Two Agenda • Project Summary
• Reimbursement Requests
• Completion Reports
Welcome!
Please read the question and reply in the chat option. This will give you an opportunity to learn about other participants and start thinking about today’s topic.
Navigating Blackboard
Welcome to this webinar training! During this class we encourage you to participate. You can participate by speaking directly to the trainer or by using the chat option.
Speaking During Class • Your device (e.g., laptop, computer, tablet, etc.) needs to have an enabled microphone and
you need to “unmute” your status in Blackboard. • If you are not speaking, as a courtesy to others, please choose the “mute” status in
Blackboard. This does not affect your ability to hear the training but will block out any background noise in your area.
Chatting During Class • You can type in the chat bar on the right of the screen.
When this bar is open, you can read – and respond – to comments as they are added.
• To open the chat feature, look for the icon on the bottom right of your screen.
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Resources
Learning Objectives Participants will be able to do the following:
1. Describe the ways utilizing the Project Summary can be helpful to you.
2. Describe a broad overview of the key elements of a Reimbursement Requests.
3. Identify three special circumstances related to Reimbursement Requests.
4. Describe a broad overview of the key elements of a Completion Report.
5. Identify three special circumstances related to Completion Reports.
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What is What List of common abbreviations for section two:
Project Summary Take notes on what the project summary is, and how to access it in GME
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Fill in the blanks below:
You have ____________days to access a summary before it is deleted.
There is _________ action required from you on project summary page.
The information in the summary is pulled from different parts of ______.
What Do You Think?
Take 2 min to think about what are some ways that Project Summary page could be useful for you in your everyday work? Write those in the text box below. Be prepared to share with the rest of the group. Pay attention to what the other participants share in the chat and see if any of their ideas apply to you as well.
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Reimbursement Request (RR) Overview RRs are how LEAs draw down the funds from approved funding applications. The LEA usually spends grant monies first on appropriate and approved items, then the LEA requests to be reimbursed for those expenditures.
Take notes referring to the graphic above:
____________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
Cross out the incorrect statement(s). If using as a fillable PDF, use the highlighter tool for this.
Reimbursement requests can be created only if:
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RR User Role Requirements
Fill in the information blanks below:
1. The only required user role is ______________________.
2. And they can _________________, ______________
______________________.
3. If you are unable to access your reimbursement request, you
should contact your _________________________________.
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Frequent Submission It is best practice to be submitting RRs regularly. Please write down reasons shared by the trainer and other participants about why it is key to submit RRs regularly below:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
RR Timeline Please refer to the graphic for when to submit RRs
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Advance Request
Fill in below the graphic what each picture means:
_________________ ________________ _______________
Take any other additional notes that will assist you in the future when submitting an advance request in a reimbursement request:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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GME Demonstration - RRs
The trainer will demonstrate how to navigate the topic areas in the Grants Management Enterprise (GME) system. Take notes in the space provided below:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
RR Special Circumstances Take notes on the three special circumstances within RRs:
1. Amount Requested • At 20% or more?
2. State Reverting Grants • Must be
3. Overspending on a line item
• Allowed for up to
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Completion Reports A completion report is the official manner to close out a funding application and documents all the spending associated with a specific grant.
Note below the graphic what each picture means
_______________________ ________________________
CR Notes
Take any other additional notes that will assist you in the future when submitting a CR:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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CR User Role Requirements
Fill in the information blanks below:
1. The only required user role is ________________________________.
2. And they can ______________, _____________, and ____________
all CRs.
3. The LEA [FA name] Update can ______________________________.
4. Sometimes, an approval from a ______________________________
is required.
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Best Practice
Write down three key reasons why submit completion reports timely:
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Completion Report Overview Refer to the graphics below for an overview of the timing for submitting a CR:
Take any additional notes below:
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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Three Special Circumstances
Fill in the blanks for the special circumstances below:
1. If you request ________ or more of your allocation, then include a justification by
creating a __________________________.
2. State reverting grants must be reimbursed by __________, and no disbursement
is allowed via CR.
3. Contact Grants Management via _____________________ to request a revision.
Things to Remember
Write down any other helpful notes about the 4 key things connected to RRs and CRs:
____________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
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Reflection
Fill in the reflection activity with the guidance information provided in the ribbon:
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