Form 9661 - Cooperative Agreement Page 4
Download a blank fillable Form 9661 - Cooperative Agreement in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 9661 - Cooperative Agreement with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9TCE Terms and Conditions
Page 3
Item
Description
Method
Period
Due Date
1.
Grant Notification – In order to establish and
Due to IRS
Annually upon
Within 20
fund the grant certain actions must be
notification of
days of
completed in a timely manner. The grant
grant award
grant
notification package provides a list of items
notification
that must be completed and returned.
•
2.
Federal Financial Report (FFR) Cash
Quarterly
1/30
File electronically
Transaction Report (Standard Form 425).
once funds
4/30
through the DPM
•
This report is used for reporting quarterly and
are deposited
7/30
Fax copy to DP
•
final period financial information. Quarterly
in PMS
10/30
Fax or email copy
reports are due within 30 days of end of the
account
to IRS
quarter. Once all funds are expended and the
corresponding FFR completed, future
quarterly reporting is not required.
3.
Site Establishment Report – List of all sites
Due to IRS SPEC
Filing Season
1/16
opened or planned to open under the grant.
Territory Office;
Report on Form
13715
4.
Volunteer Agreement – All volunteers must
Maintain at the site or
Filing Season
Prior to
agree to the established standards of conduct
Partner level; Report
providing
and sign prior to assisting at the TCE site.
on Form 13615
assistance
at TCE Site
5.
Volunteer Assistance Summary – All
Due to IRS SPEC
Filing Season
3
rd
business
partners/site coordinators must provide a list
Territory Office;
day after
of all volunteers working at a TCE site, the
Report on Form
end of each
dates the volunteers received certification
13206
month
and their level of training.
6.
Sub-award Reporting – See Terms and
File electronically at
Upon sub-
By the end
Conditions Addendum for a full explanation of
and
award of funds
of the month
when this reporting applies to your
meeting
following the
organization. Applicability includes
described
month during
consideration of award amount and existing
conditions
which you
reporting of executive compensation.
make the
Sub-award
7.
Form 8654, Tax Counseling for the Elderly
Due to IRS – TCE
10/01– 5/31
6/30
Program Semi-Annual/Annual Program
Grant Program Office
Report – Preliminary Report & Narrative (Due
ONLY if program is in operation after April
30
th
; otherwise see Number 9 below)
8.
Unused Funds Notification – Provide IRS
Due to IRS
Annually
6/30
with confirmation that all funds awarded will
be utilized; if not, provide amount that can be
released.
9.
Form 8654, Tax Counseling for the Elderly
Due to IRS – TCE
10/01– end of
90 days
Program Semi-Annual/Annual Program
Grant Program Office
program
after grant
Report – Final Narrative. This is the final
period ends
report and covers 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 sponsor is
responsible for confirming the receipt of electronic messages with attachments.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial