Stay compliant without a spreadsheet of rules
The reporting schedule, from the award
Enter an award’s period and reporting frequency and AnyGrant lays out every financial and performance report the The federal rules for grants, at 2 CFR 200: allowable costs, indirect costs, reporting, audits and closeout. requires, through the final reports 120 days after the period ends. Each date goes on the calendar with a reminder. How the reporting calendar works.
Federal forms from your own numbers
The The federal budget form for non-construction programs: the budget by object class, federal and non-federal. worksheet comes from your budget lines, and the The Federal Financial Report: cash received and spent, and the federal and recipient share of outlays, for a reporting period. from your spending and drawdowns for the period. Worksheets for the SF-424, 424B, 424C, 424D, SF-LLL and the SF-424 R&R cover are there too; anything AnyGrant does not hold is marked for you to enter. Check them, then complete the official form in Grants.gov. SF-424A and SF-425 explained.
SAM.gov and exclusions
AnyGrant reads your The federal System for Award Management. An organization needs an active registration and a Unique Entity ID (UEI) to receive a federal award, and SAM also lists excluded parties. registration status and expiry date from SAM.gov and puts the expiry on your calendar. It screens the organizations you pass money to against the SAM.gov exclusions list: a match on the Unique Entity ID is flagged as excluded, and a match on name alone is flagged for a person to check.
Single Audit
Your federal spending is totalled by fiscal year as you record it, for this year and the two before, so you know before year end whether you will cross the An audit required of an organization that spends $1,000,000 or more in federal awards in a fiscal year (2 CFR 200.501). Reports are filed with the Federal Audit Clearinghouse (FAC). threshold, and when the audit would be due. AnyGrant also reads past audit findings from the Federal Audit Clearinghouse.
Minnesota state grants
For a Minnesota state award, AnyGrant applies the Minnesota's Office of Grants Management, whose policies govern state grants: conflict of interest, pre-award risk, monitoring and payment. policies and Minnesota Statutes 16B.98: progress reports at least once a year, payment requests that match the approved budget, conflict of interest, written amendments, six years of record keeping, and the monitoring visits and pre-award risk assessment required above $50,000. For Minnesota's Clean Water, Land and Legacy Amendment. Projects it funds carry extra reporting and acknowledgement rules. funding it adds the Legislative Coordinating Commission reporting, the Legacy logo, and each fund’s own duties. Each rule names the policy or statute it comes from. Minnesota coverage.
Documents and retention
Keep your organization’s documents in one store, uploaded or linked from Drive, SharePoint or Box: the IRS determination letter, audits, insurance certificates, the indirect cost rate agreement. Expiry dates go on the calendar with reminders, and the record-keeping period after each award’s final report is tracked for you. A board report for the fiscal year and a report packet for each funder report come out as a PDF.