finance training - utahfinance training april 14, 2015 department of workforce services who’s who...
TRANSCRIPT
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RAPID RE-HOUSING
FINANCE TRAINING April 14, 2015
Department of Workforce Services
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Who’s Who
TANF Program Manager
Sisifo Taatiti
Contract Analyst
Brian Prettyman
Finance Manager
Debbie Lyberger
Audit
Kayl Smith
Chris Boyadjian
Department of Workforce Services
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Temporary Assistance
for Needy Families
(TANF)
Funding Source
Department of Workforce Services
Purpose 1: Provide assistance to needy families so that children may be cared for in their own homes or in the homes of relatives.
Purpose 2: Reduce the dependency of needy parents by promoting job preparation, work, and marriage.
Purpose 3: Prevent and reduce the incidence of out-of-wedlock pregnancies.
Purpose 4: Encourage the formation and maintenance of two parent families.
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FINANCE & EXPENSE REIMBURSEMENT
Department of Workforce Services
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Expense Reimbursement / Invoicing
Invoice Must utilize DWS invoice provided
Multiple services provided require breakout on invoice Definitions
Invoice Documentation Invoices must have all documentation included until further notice
A minimum of quarterly invoicing is required Ensure budget allocations are correct on all invoices
Fiscal year quarters preferred- April-Jun, July-Sep, etc.
Yearly expenses prior to June 30th must be invoiced by July 15th
Department of Workforce Services
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Finance
Follow approved budget
Changes to budget must receive prior approval
Department of Workforce Services
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GRANT TERMS AND CONDITIONS
Department of Workforce Services
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Finance Applicable T&C
27. Department Cost Principles for Cost Reimbursement Contract
28. Administrative Expenditures
29. Changes in Budget
Department of Workforce Services
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Attachments
Attachment H: Finance Reporting
Department of Workforce Services
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Invoice Questions
Debbie Lyberger
Finance Manager
(801) 526-9334
Department of Workforce Services
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Department of Workforce Services
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Audit
Federal Requirement
State (DWS) Requirement
Process Notification letter
Timeline
Request documentation
Re-create details of each invoice
Preliminary report
Final report (includes grantee response)
Maintain records for six years following audit
Department of Workforce Services
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Questions
Department of Workforce Services
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Department of Workforce Services
Brian Prettyman [email protected]
Phone: (801) 889-5619
Contact Information