Need a Financial Management Manual for your Federal Grants, but don’t know where to start?
Our editable Financial Management Manual makes it easy to meet documentation requirements without having to start from scratch.
We have created an editable Financial Management Manual to reflect the complex requirements of the NEW Uniform Guidance contained in 2 CFR Part 200 for non-Federal Entities such as:
- Non-Profit Organization
- State, Local or Tribal Governments
- Institutions of Higher Learning
What’s Included in the Financial Management Manual?
We put all the critical elements into the first 60+ pages and added over 60+ additional pages of guides, checklists, sample forms, and additional resources to make sure you’ve got everything you need to stay in compliance with your federal grant and avoid costly mistakes!
Click to see a sample of the pages
Here’s how our Editable Templates work:
- After purchase, you will receive an email with a link to download the editable document(s) you purchased.
- The editable Financial Management Manual is produced in an editable format in MS Word so the documents can be personalized for your Organization.
- Each document contains “placeholder” text highlighted in red within a set of < > brackets, for example: so that you can easily do a “find” and “replace” with your Organization Name and other key fields.
- Each document has sections where your additional internal policies and procedures may be inserted. These areas are designated with a set of [ ] brackets and highlighted in blue, for example: [Insert your Standard of Conduct here.]
- You can search for the bracket type or “placeholder” text by clicking “Find” on the toolbar. Replacement text can be added using “Replace” on the toolbar.
- Add other information unique to your Organization, hit save and you are ready to publish!
>>>Just $247
Or Bundle and Save-Buy Two, Get One Free-You’ll receive the Editable Financial Management Manual Template, Editable Procurement Manual Template and the Editable Grant Management Manual for just one low investment of $494. If you want to get quality documentation quickly, this is your best bargain.
Example of the Table of Contents for the Editable Financial Management Manual:
TABLE OF CONTENTS
I. Introduction I-7
⦁ Effective Date I-7
⦁ Reminder to Employees I-7
II. About the Financial Management Office II-8
A. <Office Name> II-8
⦁ Description of Financial Management Office II-8
B. Responsibilities II-8
⦁ Our Responsibilities II-8
C. Key Contacts II-9
⦁ Key Contacts II-9
III. Glossary of Terms III-9
IV. Federal Grant Financial Management Rules IV-15
A. Standards for Financial and Performance Management IV-16
⦁ Financial Management IV-16
⦁ Performance Measurements IV-18
B. Code of Conduct IV-19
C. Other Rules IV-19
⦁ Cost Principles IV-19
⦁ Debarment and Suspension IV-20
⦁ Contract Provisions IV-20
⦁ Other Rules IV-20
V. Financial Management Lifecycle V-22
A. Getting Started V-22
⦁ Applying for Grants V-22
⦁ Submit and Track Application V-22
⦁ Sign the Agreement V-22
⦁ Grant Account Set-Up V-23
⦁ Modify Grant Agreements V-23
⦁ Period of Performance V-23
B. Spend Grant Funds V-24
⦁ Adequate Documentation V-24
⦁ Avoid Unnecessary Purchases V-25
⦁ Bonding V-25
⦁ Budgets V-25
⦁ Cost Sharing V-28
⦁ Cost Transfers V-31
⦁ Fixed Amount Subawards V-32
⦁ Time and Effort Reporting V-32
C. Monitoring and Reporting V-32
⦁ Monitoring V-32
⦁ Internal Controls V-33
⦁ Conflicts of Interest V-35
⦁ Suspension and Debarment V-36
⦁ Requirements for Pass-through Entities V-37
⦁ Subrecipient and Contractor Determinations V-40
⦁ Financial Reporting V-41
⦁ Performance Reporting V-41
D. Allowable Costs V-42
⦁ General Criteria V-43
⦁ Necessary and Reasonable V-43
⦁ Allocable V-44
⦁ Not Limited by Cost Principles V-45
⦁ Net of Applicable Credits V-45
E. Payment Management V-46
⦁ Summary of Payment Methods V-46
⦁ Payment Rules for States V-47
⦁ Minimize Timeframe as Required V-47
⦁ Requests for Payments V-47
⦁ Use of Resources V-47
⦁ Depositories for Advance Funds V-48
⦁ Interest Earned on Advance Funds V-48
⦁ Program Income V-48
F. Property Management V-49
⦁ Federally-Owned and Exempt Property V-50
⦁ Real Property V-50
⦁ Equipment V-52
⦁ Supplies and Other Expendables V-55
⦁ Intangible Property V-55
⦁ Property Trust Relationship V-56
⦁ Insurance V-57
G. Cost Allocation V-57
⦁ Types of Cost Allocations V-57
⦁ Facilities Allocations V-57
⦁ Fringe Cost Allocation V-58
⦁ Indirect Cost Allocations V-58
⦁ Other Cost Allocation Plans V-58
H. Closeout V-58
⦁ Closeout V-58
⦁ Post-Closeout Adjustments and Responsibilities V-59
⦁ Record Retention V-60
⦁ Data and Information V-61
⦁ Access to Records V-61
⦁ Restrictions on Public Access V-62
VI. Appendices VI-64
⦁ Appendix A: Sample Signatory Authorization Matrix VI-64
⦁ Appendix B: Sample In-Kind Contribution Form VI-65
⦁ Appendix C: Sample Cost Transfer Form VI-66
⦁ Appendix D: Sample Personnel Activity Report (PAR) VI-67
⦁ Appendix E: Sample Subrecipient Risk Assessment Checklist VI-68
⦁ Appendix F: Sample Subcontractor Evaluation Checklist VI-69
⦁ Appendix G: Sample Contractor Vs. Subrecipient Guide VI-71
⦁ Appendix H: Selected Items of Cost VI-72
⦁ Appendix I: Prior Written Approval VI-121
⦁ Appendix J: Example: SF-270 Request for Advance or Reimbursement VI-123
⦁ Appendix K: Sample Property Records Tracking Form VI-125
⦁ Appendix L: Sample Cost Allocation Matrix VI-126
⦁ Appendix M: Sample Record Retention Matrix VI-130
Click to see a sample of the pages
>>>Just $247
Or Bundle and Save-Buy Two, Get One Free-You’ll receive the Editable Financial Management Manual Template, Editable Procurement Manual Template and the Editable Grant Management Manual for just one low investment of $494. If you want to get quality documentation quickly, this is your best bargain.
No Risk Guarantee
We want you to be satisfied with your purchase, so with all of our products and services, you get our 30-day risk-free guarantee.
If this grant management resource is not the right fit for you, just let us know within 30 days and we will refund 100% of your investment.