Form 9661 - Cooperative Agreement Page 5

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5
Page
Item
Description
Method
Period
Due Date
1.
Grant Notification – In order to establish and fund
Due to IRS
Annually upon
Within 20
the grant certain actions must be completed in a
notification of
calendar days
timely manner. The grant notification package
grant award
of grant
provides a list of items that must be completed and
notification
returned.
2.
Key Personnel Changes – Notify your assigned
Due to IRS – TCE
Throughout grant
Within 10
grant officer when key program personnel change.
period
business
Grant Program Office
days of
change
3.
Federal Financial Report (FFR) Cash
• File electronically
Quarterly once
January 30
Transaction Report (Standard Form 425). This
funds are
April 30
through the DPM
report is used for reporting quarterly and final period
deposited in PMS
July 30
• Fax copy to DP
financial information. Quarterly reports are due
account
October 30
• Fax or email copy to
within 30 days of end of the quarter. Once all funds
IRS
are expended and the corresponding FFR
completed, future quarterly reporting is not required.
4.
Site Establishment Report – List of all sites
Due to IRS – SPEC
At beginning of
December 1
opened or planned to open under the grant. Notify
Territory Office; Report
filing season and
Ongoing
the Territory Office if there are any changes made
on Form 13715
when changes are
to this list during the filing season.
made throughout
the filing season
5.
Volunteer Agreement – All volunteers must agree
Maintain at the site or
Filing Season
Prior to
to the established standards of conduct and sign
Partner level; Report
providing
prior to assisting at the TCE site.
on Form 13615
assistance at
TCE Site
6.
Volunteer Assistance Summary – All partners/site
Due to IRS – SPEC
Filing Season
3 rd business
coordinators must provide a list of all volunteers
Territory Office; Report
day after end
working at a TCE site, the dates the volunteers
on Form 13206
of each
received certification and their level of training.
month
7.
Sub-award Reporting – Applicability includes
File electronically at
Upon sub award of
By the end of
consideration of award amount, whether your
and
funds meeting
the month
organization sub-awards, and existing reporting of
described
following the
executive compensation. See 2 CFR Part 170,
conditions
month during
Appendix A
for full information.
which you
make the
Sub-award
8.
Form 8654, Tax Counseling for the Elderly
Due to IRS – TCE
10/01– 5/31
June 30
Program Semi-Annual/Annual Program Report –
Grant Program Office
Preliminary Report & Narrative (Due ONLY if
program is in operation after April 30th; otherwise
see Number 9 below)
9.
Unused Funds Notification – Provide IRS with
Due to IRS – TCE
Annually
June 30
confirmation that all funds awarded will be utilized; if
Grant Program Office
not, provide amount that can be released.
10.
Form 8654, Tax Counseling for the Elderly
Due to IRS – TCE
10/01– end of
90 days after
Program Semi-Annual/Annual Program Report –
Grant Program Office
program
grant period
Final Narrative. This is the final report and covers
ends
the entire grant period (10/01 – end of program). It
is due 90 days after completion of your program.
Information due to the IRS must be submitted electronically (unless otherwise directed) to the grant analyst assigned
responsibility for your grant. Due to size restrictions in our email system, the grant recipient is responsible for confirming
the receipt of electronic messages with attachments.
9661
Catalog Number 20829N
Form
(Rev. 4-2015)

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