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HomeMy WebLinkAboutGrant Related - BOCCGRANT COUNTY BOARD OF COUNTY COMMISSIONERS I1�1A&'•� To: Board of County Commissioners Janice Flynn, Administrative Services Coordinator Data July 27, 2021 �f Re: Authorization for Release of Funds, Dept of Commerce, CDBG PSG #20- 62210-005, Reimbursement #7, Subrecipient 01C Request #7 01C has requested reimbursement regarding the above -referenced grant in the amount of $10,561.87 for June 2021 expenses. Their documentation is attached for review. Earlier in the year the Dept of Commerce inadvertently overpaid us by $18.00 on this grant. They have requested we deduct the $18.00 from this A19 when submitted. 01C was not overpaid and will receive the requested amount of $10,561.87. I am requesting the release of funds for payment to 01C in the amount of $10,561.87. Thank you. Dated this - !c day of 20c;?/ C1101 Board of County Commissioners Or -ant County. Washington min' om 12isapprove A-bstain Dist #I 1Dist # I Dist #I Dist #2 Dist Dist #2 Dist #3 Dist #3 Dist #3 2(91 UN L4 Nr 'S M STATE OF WASHINGTON DEPT OF COMMERCE ATTN: CDBG PROGRAM PO BOX 42525 OLYMPIA, WA 98.504-2525 COMMUNITY ACTION AGENCY SUBRECIPIENT: OIC OF WASHINGTON 815 FRUITVALE BLVD YAKIMA WA 989022 CONTRACT NO: 20-62210-005 REPORT PERIOD: Jun -21 REPORT NUMBER: 12 TOTAL AMOUNT REQUESTED THIS PERIOD: $10,561.87 2020 COMMUNITY DEVELOPMENT BLOCK GRANT - PUBLIC SERVICES GRANTS CERTIFICATION: I certify that the information on this form is a true and accurate report of ie cash status and that all reported expenditures are properly argeable to the referenced grant. i Signature: Printed Name: Dereje Mekuria Title: Chief Financial Officer Date: 7/22/2021 1. Name of Service Program: Asset Development & Other Asset Development 72 7FCDBG amount requested for these program activities this period: $39368.32 Description of service program how low- and moderate -income (LMI) persons were served this period: Housing counseling, credit coaching, foreclosure services, business start-up, financial education workshops and high school classes. Free tax -prep. 2. Name of Service Program: Energy Assistance 102 CDBG amount requested for these program activities this period: $0.00 Description of service program how low- and moderate -income (LMI) persons were served this period: Energy assistance and conservation education. 3.Name of Service Activity: Asset Develop/Energy Assist Admin -Indirect Admin 71CDBG amount requested for these program activities this period: $79193.55 Description of service program how low- and moderate -income (LMI) persons were served this period: General administration expenses associated with managing energy assistance and asset development activities oversight and assessments. Indirect admin. Contract 20-62210-005 Submitted to GC by: OIC OF WASHINGTON Request for Reimbursement No.1 1 JUNE 2021 Grant County's Subrecipient Checklist: State Auditor's Office Audit Procedures for Testing Activities Allowed And Not Allowed, As Published In 2007 Questions to ask before submitting a payment request Was the expenditure or cost: X Made for an allowable activity under the grant guidelines? X Authorized (or not prohibited) under state or local laws or regulations? X Approved by the federal awarding agency, if required? N/A Allowable per Circular A-87 (June 2004 version), Attachment B, items 1-43? For payroll transactions: X Does the employee's time and effort documentation meet the requirements of Circular A-1 22? X Allocable to the program? (i.e., was the dollar amount charged to the program relative to the benefits received by the program? Is the federal grantor being charged its fair share of the cost?) X Based on actual costs, not budgeted or projected amounts? X Applied uniformly to federal and non-federal activities (i.e., is the federal government being charged the same amount as if non-federal funds were being used to pay the cost)? X Given consistent accounting treatment within and between accounting periods? (Consistency in accounting requires that costs incurred for the same purpose, in like circumstances, be treated as either direct costs only or indirect costs only with respect to final cost objectives). X Calculated in conformity with generally accepted accounting principles, or another comprehensive basis of accounting, when required under the applicable cost principles? X Not included as a cost (or used to meet cost sharing requirements) of other federally -supported activities of the current or a prior period? X Net of all applicable credits? (e.g., volume or cash discounts, insurance recoveries, refunds, rebates, trade-ins, adjustments for checks not cashed, and scrap sales). N/A Not included as both a direct billing and as a component of indirect costs? N/A Properly classified (e.g., some costs may be incorrectly claimed as a direct cost instead of being incorporated as part of the indirect cost rate). X Supported by appropriate documentation? (e.g., approved purchase orders, receiving reports, vendor invoices, canceled checks, and time and attendance records.) Documentation may be in an electronic form. X Correctly charged to the proper account code and grant period? 1:\DATANONSHARED\ACCOUNTING\ingrid's stuff\CDBG\CDBG ML 266 2020-21\Subrecipient Checklist 2020-21.docPage 1 WASHINGTON STATE DEPARTMENT OF COMMERCE / y x VOUCHER DISTRIBUTION AGENCY NUMBER 1030 IDIS PROJECT NUMBER 46 Commerce Contract Number 20-62210-005 AGENCY NAME DEPARTMENT OF COMMERCE ATTN: CDBG PO BOX 42525 OLYMPIA, WA 98504-2525 INSTRUCTION TO VENDOR OR CLAIMANT: Submit this form to claim payment for materials, merchandise or services. Show complete detail for each item. Vendor's Certificate: I hereby certify under perjury that the items and totals listed herein are proper charges for materials, merchandise or services furnished to the State of Washington, and that all goods furnished and/or services rendered have been provided without discrimination because of age, sex, marital status, race, creed, color, national origin, handicap, religion or Vietnam era or disabled veterans status. VENDOR OR CLAIMANT (Warrant is to be payable to:) GRANT COUNTY PO BOX 37 EPHRATA, WA 98823-0037 REPORTING PERIOD: JUNE 2021 By: (SIGN IN BLUE INK) (TITLE) (DATE) Description QUANTITY AMOUNT IDIS Activity ID PREVIOUSLY AMOUNT BUDGET REQUESTED THIS INVOICE REMAINING BALANCE 8189 05 Public Services $1179184.00 106,622.13 10,561.87 $0.00 $0.00 $0.00 8190 21A General Admin 39500.00 39500.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL PAYMENT REQUEST $120,684.00 $1105122.13 10,561.87 $0.00 Everything below this line is for Dept of Commerce FED TAX ID # PROGRAM APPROVAL (The individual signing this voucher warrants they have the authority to sign this voucher.) Jeff Hinckle SIGNATURE: PRINTED NAME: Jeff DATE DOC DATE CURRENT DOC. NO. REFERENCE DOC NO. VENDOR NUMBER SWV # 0002426-03 ACCOUNT N0. ASD NUMBER VENDOR MESSAGE 38243 CDBG # M TRANS O CODE D SUB MASTER SUB SUB GL ACCT INDEX OBJ OBJ SUBSID AMOUNT INVOICE NUMBER 620F0320 NZ 20-62210-005 SIGNATURE OF ACCOUNTING PREPARER FOR PAYMENT DATE WARRANT TOTAL ACCOUNTING APPROVAL FOR PAYMENT DATE General Ledger System OIC OF WASHINGTON For User: INGRID FRANK Page: Page 1 of 2 Fund Expenditure report for: 266 - CDBG PS 7/1/20-6/30/21 (Fund status: Active) Date: 7/22/2021 Report year: 7/1/2020 thru 6/30/2021 Period ending: June 2021 Time: 1:32:35 PM --------------- onth/-----------------To Date --------------- Account Budget Expenditures Pct Budget Expenditures Pct Annual budget Unexpended Department: 008 DIRECT ADMIN _ - -fes, Program: 82 CFO / FISCAL 5402 AUDIT COSTS $0.00 $0.00 0.00% $0.00 $40.77 0.00% $0.00 ($40.77) Total for sub program -----> ._..... ..... .... ......... ......... $0.00 ..._-- --- ................ .......... ............ .... $0.00 ..... ... _........... . .. ..... 0.00% ----------------- ---- - - --- --------- - --.................... $0.00 ...... ........... ...... ..... .. . $40.77 0.00% $0.00 ($40.77) Total for program 82 -----> $0.00 $0.00 0.00% $0.00 $40.77 0.00% $0.00 ($40.77) Total for department 008 -----> $0.00 $0.00 0.00% $0.00 $40.77 0.00% $0.00 ($40.77) Department: 009 INDIRECT ADMIN 02 ADMIN. POOL ��, G� � �-�"" Program: -BASE 5312 SALARY ADM. ALLOCATION $1,221.00 $37756.00 307.62% $14,531.80 $13,431.96 92.43% $14,531.80 $1,099.84 5354 P/R TAX & BEN. ADM ALLOC. $516.00 $1,745.20 338.22% $6,093.00 $67376.70 104.66% $6,093.00 ($283.70) 5999 NON PERSONNEL ADM. ALLOC. $238.00 $17692.35 711.07% $2,812.00 $3,587.37 127.57% $2,812.00 ($775.37) Total for sub program -----> .... -- --- ........ ._..................... $1,975.00 ...._- . -_-_-------------------- $77193.55 ------- -- -- - -- ........ 364.23% - .........._.._............................ ....... ... $23,436.80 $23,396.03 99.83% $237436.80 $40.77 Total for program 02 -----> $1,975.00 $77193.55 364.23% $237436.80 $23,396.03 99.83% $23,436.80 $40.77 Total for department 009 -----> $17975.00 $71193.55 364.23% $237436.80 $23,396.03 99.83% $23,436.80 $40.77 Department: 010 PROGRAM SUPPORT _- dI b-�- �, Program: 25 PROGRAM 5311 SALARIES,WAGES EXPENSE $4,009.00 $2,217.84 55.32% $48,053.00 $48,889.13 101.74% $48,053.00 ($836.13) 5351 FI CA,OI C EXP $283.00 $162.94 57.58% $3,341.00 $3,567.62 106.78% $37341.00 ($226.62) 5352 LAND I,OIC SHARE $44.00 $19.84 45.09% $440.00 $344.94 78.40% $440.00 $95.06 5353 STATE UCI(ES),OIC EXP $92.00 $48.35 52.55% $1,027.00 $11065.78 103.78% $17027.00 ($38.78) 5355 PAID FAMILY MEDICAL LEAVE $22.00 $9.39 42.68% $187.00 $209.34 111.95% $187.00 ($22.34) 5360 DISABILITY OIC EXPENSE $56.00 $29.28 52.29% $639.00 $654.63 102.45% $639.00 ($15.63) 5361 MEDICAL INSURANCE, OIC EXP $17118.00 $429.15 38.39% $13,361.00 $12,306.35 92.11% $13,361.00 $17054.65 5362 LIFE INSURANCE 7OIC EXP $23.00 $11.58 50.35% $254.00 $258.73 101.86% $254.00 ($4.73) 5363 PENSION,OIC EXP $281.00 $164.38 58.50% $3,328.00 $3,663.23 110.07% $37328.00 ($335.23) 5364 ACCRUED PTO EXP $359.00 $171.48 47.77% $4,242.70 $4,923.93 116.06% $47242.70 ($681.23) 5800 EQUIPMENT $0.00 $0.00 0.00% $2,000.00 $0.00 0.00% $2,000.00 $21000.00 General Ledger System OIC OF WASHINGTON For User: INGRID FRANK Page: Page 2 of 2 Fund Expenditure report for: 266 - CDBG PS 7/1/20-6/30/21 (Fund status: Active) Date: 7/22/2021 Report year: 7/1/2020 thru 6/30/2021 Period ending: June 2021 Time: 1:32:36 PM - - --------- ----- - --- -------------- Monthly -------------- -----------------To Date --------------- Account Budget Expenditures Pct Budget Expenditures Pct Annual budget Unexpended 5949 STAFF TRAINING $0.00 $0.00 0.00% $0.00 $60.00 0.00% $0.00 ($60.00) 5960 COMMUNICATION $0.00 $104.09 0.00% $0.00 $928.80 0.00% $0.00 ($928.80) Total for sub ogram -----> 6,2 7.00 $3,368.32 53.58% $76,872.70 $76,872.48 100.00% $767872.70 $0.22 Sub program: 54 ENERGY ASSISTANCE 5311 SALA , IES,WAGES EXPENSE 1,013.00 $0.00 0.00% $12,046.00. $111746.84 97.52% $12,046.00 $299.16 5351 FICA,01 P $80.00 $0.00 0.00% $905.00 $868.59 95.98% $905.00 $36.41 5352 LAND I,OIC SHARE $10.00 $0.00 0.00% $120.00 $79.45 66.21% $120.00 $40.55 5353 STATE UCI(ES),OIC EXP $27.00 $0.00 0.00% $269.00 $256.38 95.31% $269.00 $12.62 5355 PAID FAMILY MEDICAL LEAVE $4.00 $0.00 0.00% $48.00 $47.47 98.90% $48.00 $0.53 5360 DISABILITY OIC EXPENSE $12.00 $0.00 0.00% $144.00 $97.15 67.47% $144.00 $46.85 5361 MEDICAL INSURANCE,OIC EXP $124.00 $0.00 0.00% $1,378.00 $2,155.46 156.42% $1,378.00 ($777.46) 5362 LIFE INSURANCE,OIC EXP $13.00 $0.00 0.00% $57.00 $38.64 67.79% $57.00 $18.36 5363 PENSION,OIC EXP $78.00 $0.00 0.00% $848.00 $830.74 97.96% $848.00 $17.26 5364 ACCRUED PTO EXP $91.00 $0.00 0.00% $1,059.50 $754.00 71.17% $1,059.50 $305.50 Total for sub program 54 -----> $1,452.00 $0.00 0.00% $16,874.50 $16,874.72 100.00% $16,874.50 ($0.22) Total for program 25 -----> $7,739.00 $37368.32 43.52% $93,747.20 $93,747.20 100.00% $93,747.20 $0.00 Total for department 010 -----> $7,739.00 $3,368.32 43.52% $93,747.20 $93,747.20 100.00% $93,747.20 $0.00 Fund Totals $9,714.00 $10,561.87 108.73% $117,184.00 $117,184.00 100.00% $117,184.00 $0.00 fb�Lllj1, a.13 General Ledger System OIC OF WASHINGTON For User: INGRID FRANK RW Expenditure report for: 266 - 266 CDBG Report year: 7/1/2020 thru 6/30/2021 Period ending: June 2021 _ Page: Page 1 of 1 Date: 7/22/2021 _ Tlme 1:32:57 PM_ -- - - ---- ------ - --------------- Monthly -----------------To Date --------------- Account Budget Expenditures Pct Budget Expenditures Pct Annual budget Unexpended Admn Admin - Asset Dev/Energy Asst $1,975.00 $71193.55 364.23% $23,436.80 $23,436.80 100.00% $23,436.80 $0.00 Asst Asset Development $6,287.00 $3,264.23 51.92% $76,872.70 $75,883.68 98.71% $76,872.70 $989.02 Ener Energy Assistance $17452.00 $0.00 0.00% $16,874.50 $16,874.72 100.00% $16,874.50 ($0.22) Othe Other Asset Development $0.00 $104.09 0.00% $0.00 $988.80 0.00% $0.00 ($988.80) Report Totals $9,714.00 $10,561.87 108.73% $117,184.00 $117,184.00 100.00% $117,184.00 $0.00