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AmeriCorps Policy & OperationsAmeriCorps Policy & Operations
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OGM UpdatesOGM Updates
• Peg Rosenberry, Director of Grants Management
• Kristin McSwain, Director of AmeriCorps
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Overview
• Unexpended Funds in Formula Grants
• The New Federal Financial Report and Program Income
• Common Audit Findings
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Managing Unexpended Funds in Formula Grants
• Commissions and CNCS need to ensure unexpended funds do not build up in formula grants.
• Commissions must monitor fund usage closely.
• Undrawn funds at HHS affect the Corporation’s financial audit.
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Carryover of Unexpended Funds
• Commissions will report unexpended funds on FFRs. Grants officers will review FFRs and compare with amounts drawn from HHS.
• Commissions should incorporate unexpended funds in the next year’s budget;…….
• Or, confirm with Grants and Program Officers the amount of unexpended funds to deduct from the next award.
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Unexpended Funds
• CNCS staff will work with commissions to identify funds to re-distribute to other states……OR…..
• Commissions will incorporate unexpended funds into the current year’s application …..AND….
• Commissions can carry over funds into the next year…..BUT….
• Excessive amounts will be questioned and considered in making competitive decisions.
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Threshold of Unexpended Funds Allowed as Carryover Without Question
• Year 1: Not applicable
• Year 2: 30%
• Year 3: 25%
• Year 4: 20%
• Year 5: 10%
• Year 6: 5%
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Supplemental Requests
• We will continue to make unrequested and unexpended funds available to states that can use them.
• Current criteria for accessing supplemental funds apply.
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New Financial Report
• Commissions may start using it for the Admin, PDAT and Disability reports due January 30
• Grantees will continue to use eGrants to submit the FFR
• Grantees will start reporting excess program income, in addition to program income reported as match.
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What is Program Income?
• Any revenue earned as a direct result of activities supported under the grant.
• Program income must be used as stipulated in the grant provisions. Most grantees use it to meet matching requirements.
• Fees for service are program income.• A foundation grant received to support the
program is not program income.• Program income FAQs are on the
Corporation’s website.
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Common Audit Findings• AmeriCorps member timekeeping is not
accurate. Members are credited with hours they did not serve or staff make mathematical errors.
• Staff members do not maintain timesheets or timekeeping is not adequate.
• General ledger numbers do not match the FSR.• Subgrantee monitoring systems are inadequate
or not implemented effectively.• Match is not properly recorded and tracked,
particularly in-kind donations.• Costs not in the approved budget.
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Questions?
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AmeriCorps Policy & OperationsAmeriCorps Policy & Operations
Policy Update
with Amy Borgstrom
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WBRS Transition
• My AmeriCorps and your systems
• Current timeline
• Q and A
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Policy Update• Application Instructions• AmeriCorps Rule• Single State EAPs • CCRAA Update • HEART Act• New Policy FAQs and Best Practice
FAQs • Dates to Remember
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Application Instructions
• Single match• New fields
– Clarification Information– Continuation Changes
• Evaluation requirement• Labor Union concurrence• New MSY factors• eGrants will be open late September
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AmeriCorps Rule
• Member evaluations• Performance measurement• National service insignia• False or misleading statements• State service plans• IG access to records• Definition of same project• Member = participant• Voter registration drives prohibited• Living allowance disbursement• Living allowance waiver• Civil rights• State commission membership
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Single State EAPs
• Starts with recompeting programs in 2010: MA, NC, NY, TX, WI,
• 2011: AZ, MS, NM
• We will be working with each commission with single state EAPS to ensure a smooth transition
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CCRAA Update
• College Cost Reduction and Access Act• AmeriCorps service is considered an
eligible public service position• Offers Income-based Repayment and
Public Service Loan Forgiveness• FAQs available on Communication
Center and Resource Center
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HEART Act
• Heroes Earnings Assistance and Relief Tax Act of 2008 signed June 16.
• Excludes AmeriCorps benefits from being counted as income to determine eligibility for SSI.
• All AmeriCorps now aligns with VISTA.• Does not extend to SSDI.
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New Policy FAQs & Best Practice FAQs
• Thirty-six new Policy FAQs derived from real Q and A.
• Seventeen new Policy FAQs derived from AmeriCorps State and National Updates.
• Twenty-two new Best Practice FAQs derived from the Program Director’s Handbook.
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Dates to Remember
• November 4, 2008: Admin/PDAT/Disability reports and applications due
• December 1, 2008: Grantee Progress Reports due
• January 13, 2009: Application deadline
• May 9-16, 2009: AmeriCorps Week
• June 22-24, 2009: National Conference on Volunteering and Service
• September 2009: Grantee Meeting in Washington D.C.
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AmeriCorps Policy & OperationsAmeriCorps Policy & Operations
Update on The Portal
with Kristin McSwain
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AmeriCorps Policy & OperationsAmeriCorps Policy & Operations
Grant Application Review Process
with Lenny Teh
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• Funding Availability• Process Flow• Formula Submission• Supplemental A-P-D
A Look at GARP in ’09?A Look at GARP in ’09?
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• Large and extremely competitive year• Approx. $40M available• Board target of 15% for new programs• Current pool of $45M excluding disaster• Anticipate funding gap < $11M
Analysis of Funding AvailabilityAnalysis of Funding Availability
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Peer Review
Staff Review
Clarification Period
Recommendation for Funding
Process FlowProcess FlowApplications
Compliance Review
Award
Final Funding Decision
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Applications
Compliance Review
Peer Review
Continued
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• Why do we ask this? • Impact on the review process
Intent to ApplyIntent to Apply
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Applications
Compliance Review
Peer Review
Continued
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Staff Review
ClarificationPeriod
Continued
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• April 13th – May 15th (5 week process)
• Resolution of issues• Negotiation of performance measures• Critical that commission staff be
available to resolve clarification issues
Clarification PeriodClarification Period
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Recommendationfor Funding
Final FundingDecision
Award
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• Important for programs to indicate accurate start and end dates
• Decisions will be based on the resolution of matters identified and corrected during clarification
• Target award date for grantees will be June 30th
Final Funding DecisionFinal Funding Decision
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• No later than Tuesday, July 7th, 2009, 5PM EST
Formula DeadlineFormula Deadline
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• Guidance expected in the Fall• Awards made in late-March/early-April
Supplemental A-P-DSupplemental A-P-D
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Questions?Questions?
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AmeriCorps Policy & OperationsAmeriCorps Policy & Operations
T/TA and the role of CNCS
POs and TOs
with Mikel Herrington & Ralph Morales