Fillable Form 9661 - Cooperative Agreement (Page 2 of 9) in pdf

TCE GRANT PROGRAM

TERMS AND CONDITIONS

These special terms and conditions neither restate all the provisions of the applicable statues and

regulations, nor represent an exhaustive listing of all requirements applicable to this award. Rather, they are

emphasized by inclusion here because they represent areas where issues were identified in the past.

The sponsor’s signature on Form 9661, Cooperative Agreement, signifies the agreement to all terms

and conditions.

The sponsor is obligated to provide management and technical direction for their program and adhere

to the provisions established by this agreement.

The sponsor and any sub-recipient organizations must adopt and practice a non-discriminatory policy

and practice a policy that meets all federal grant requirements.

Revisions to the Form 8653, Tax Counseling for the Elderly Program Application Plan, and the

Program and Budget Plans must be submitted within twenty (20) calendar days from notification of

award to the IRS Grant Program Offie electronically and approved by IRS prior to funding being

released. In addition, Form 9661, Cooperative Agreement and Form 13533, Sponsor Agreement are

also due within 20 calendar days from notification of award as well. Subsequent changes to the budget

between object class categories may be made without pre-approval when the change is 10% or less of

the total award. Approval of changes greater than 10% must be requested in advance electronically

and approved before the change may be made. The maximum award amount does not change.

The sponsor must notify IRS within ten (10) business days when changes in key personnel involved in

the program occur. IRS will research the Excluded List System to ensure they are not debarred,

suspended, or otherwise excluded from or ineligible for a federal award. You may check this yourself

before hiring or designating a change by visiting the Excluded Parties List System at

The sponsor must utilize the Payment Management System (PMS), Division of Payment Management,

Health and

Human Services, for withdrawal and reporting of fund expenditures. Advance funds may

only be withdrawn for expenditures that will be incurred within three (3) business days of the receipt of

the funds. Reimbursement funds may be withdrawn at anytime for allowable, allocable, and necessary

expenditures already incurred.

It is the responsibility of the sponsor to notify both the Grant Program

Office and HHS with changes in the contact information or banking information for the PMS System.

Timely responses and reporting is required as explained in the Grant Reporting Requirements.

The submission of all requested information, as well as timely and accurate reports, is required

for future consideration for subsequent year grants. Extensions for providing the requested

information and filing the reports will only be granted in unusual circumstances and only for information

or reports due to the Grant Program Office. Recipients may request an extension but it must be

submitted in writing at least five (5) business days prior to the due date and the grantee must receive

written response confirming the extension before the due date. The Grant Program Office cannot

grant extensions for Payment Management System or sub-award reporting.

Financial systems must provide for the identification of the source of and application of funds for the

TCE Program. Sponsors must maintain documentation of TCE expenditures for a minimum period of

three (3) years from the end of the program.

Federal funds may not be used to pay individuals for the preparation of returns, quality review and/or

screening taxpayers. Funds may be used for individuals providing technical support, clerical support,

and administrative support for the TCE program and sponsors must document their time accordingly to

ensure they are paid for their support.

Form 9661 - Cooperative Agreement Page 2

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