1. Grants Management September 26, 2013 Prepared by Joanna Laghetto Charter School Office

2. Massachusetts Department of Elementary and Secondary Education 2

3. 3

4. 4 Finance: The school maintains a sound and stable financial condition and operates in a financially sound and publicly accountable manner.

5. Massachusetts Department of Elementary and Secondary Education 5

6. 6

7. 7

8. 8

9. 9

10. The Grant Approval Process 10 The Grant Approval Process…

11. The Grant Approval Process Massachusetts Department of Elementary and Secondary Education 11

12. MA Teacher Retirement System (MTRS) Surcharge Massachusetts Department of Elementary and Secondary Education 12

13. Indirect Costs Massachusetts Department of Elementary and Secondary Education 13

14. Pooling Grant Funds Massachusetts Department of Elementary and Secondary Education 14

15. Managing Grants Request for Funds Process Massachusetts Department of Elementary and Secondary Education 15

16. Managing Grants Massachusetts Department of Elementary and Secondary Education 16 Amendments

17. Managing Grants Massachusetts Department of Elementary and Secondary Education 17 Amendment Process: 30 days before budget changes will take place:

18. Managing Grants 18 Final Reporting Process

19. Managing Grants 19 Final Reporting Process: MTRS

20. 20 Grants Paperwork in Review

21. Troubleshooting 21 No Pre-spending

22. Troubleshooting 22 Spend and claim your money regularly

23. Massachusetts Department of Elementary and Secondary Education 23

24. Massachusetts Department of Elementary and Secondary Education 24

25. Massachusetts Department of Elementary and Secondary Education 25

26.  ESE applied for a no cost extension to extend the RTTT end date from 9/23/14 to 6/30/15  Extension would apply to work funded at the state level as well as to LEAs’ allocation (fund code 201) grants

27.  Grant planning:  There will not be any additional funding  Scope will not change—same projects and guidelines http://finance1.doe.mass.edu/grants/grants1 2/rfp/doc/201_b.docx http://finance1.doe.mass.edu/grants/grants1 2/rfp/doc/201_b.docx  LEAs aren’t required to carry funds into FY15

28.  File your final grant expenditure report to close your FY13 grant if you haven’t already  If necessary, amend your grant after June 30 to reflect the actual amount that you drew down—any remaining balance will be available after final reporting  If you draw down money that you don’t spend, you will need to return it to us after you file your final report and we will add it to your remaining balance

29.  FY14 workbooks are now available on the Portal: 14rttt_0008.xls  Download and review if you haven’t already  LEAs can make changes before we approve their grant  FY14 will run from 7/1/13 to 6/30/14  Added FY15 budget fields to workbook, but locked pending NCE decision  If the NCE is approved, FY15 will run from 7/1/14 to 6/30/15; if not, it will run from 7/1/14 to 9/23/14 29

30. For more information… Please feel free to contact me at: Joanna Laghetto Accountability and Grants Specialist Charter School Office Massachusetts Dept. of Elementary & Secondary Education 781-338-3228 (Tel) 781-338-3220 (Fax) 350 Main Street Malden, MA 02148 cchuang@doe.mass.edu cchuang@doe.mass.eduhttp://www.doe.mass.edu/charter 30