Welcome! We are excited to have you as a grantee! We look forward to the coming year. Getting started Publication 5457, TCE Grant Award Notification PDF – Here you will find the actions you need to take during the 20 calendar days following notification to confirm your acceptance of the grant and to establish your payment account. Publication 5245, TCE Terms and Conditions PDF – Review in its entirety prior to signing the Form 9661, Cooperative Agreement. Managing the grant Now that you have the grant, it is time to ensure your processes for managing the funds are in place and that you can access the funds on-line. The following requirements must be maintained each year to continue as a multi-year grant recipient. Maintain tax compliance Comply with all reporting requirements PDF Meet Minimum Returns Expected (MRE) Goal Check out the Grant Management PDF resource guide for useful aids. Link to the Payment Management System to access your grant funds, request funds and report funding information. Closing the grant Final Report Requirements PDF – Find out what to do when the project period ends and it is time to submit the final report. Continuation of multiyear grant Multi-year grant recipients will receive notification of continued eligibility from the Grant Program Office in late April. If you are eligible to continue as a multi-year recipient you will follow the abbreviated application process. If you are not eligible or if the multi-year period on your agreement indicates period 3, follow the application process at Applying for a TCE Grant to reapply for a multi-year grant. Publication 1101 PDF provides a step-by-step guide. Checklist for abbreviated application process Abbreviated Application Documents – The items listed should be included in the multi-year application. Please label the application by the names indicated. Application submission Download the application by following system instructions on Grants.gov. Complete the application as directed in Publication 1101 PDF. All applications and required attachments must be submitted through Grants.gov and must pass validation in Grants.gov on or before May 31. Notification of grant The Grant Program Office will notify applicants of their acceptance or rejection of a grant award by email. If not awarded a grant, general information is provided on why the applicant was not selected. Notification is scheduled for early October. An applicant that is eligible for multi-year continuation will not be subject to the technical evaluation and will receive notification of award and funding earlier than applicants awarded under the competitive process. Forms Form 13533, VITA/TCE Sponsor Agreement PDF – Required to be completed by all grant recipients. Form 14335, Contact Information for the VITA and TCE Grant Program PDF – Used to notify IRS of the individuals to contact regarding your grant. Standard Form 424, Application for Federal Assistance PDF – This form is required for all grant applications. Standard Form 425, Federal Financial Report (FFR) Cash Transaction Report PDF – Used for reporting quarterly and final period financial information through the Division of Payment Management (DPM). Form 8653, TCE Application Plan PDF – Used for reporting proposed budget information. Form 8654, TCE Semi-Annual/Annual Program Report PDF – Used to report budget expenditures semi-annually and annually. In addition, a narrative report must accompany both the Form 8654 Semi-Annual and Form 8654 Annual Report. See Publication 4883, Grant Programs Resource Guide PDF for more information. Standard Form LLL, Disclosure Form to Report Lobbying PDF – This form is only required if applicable. Publications Publication 1101, Application Package & Guidelines for Managing a TCE Program PDF Publication 4883, Grant Programs Resource Guide PDF – Assistance in understanding requirements of the VITA and TCE Grant Programs. Publication 5683, VITA/TCE Handbook for Partners and Site Coordinators PDF Related TCE Grant FAQs PDF – The most frequently asked questions regarding the application process Civil Rights Compliance Requirements PDF – Get an overview of the civil rights and reporting requirements for grant recipients. Important links Grants.gov – Online federal grant announcement and application system. Office of Management and Budget – Circulars governing the administrative requirements, cost principles, and audit requirements for grant recipients. System for Award Management (SAM) – SAM is the primary registrant database of contracts and assistance awards for the federal government and is a free web site that consolidates the capabilities you used to find in CCR/FedReg, ORCA, and EPLS. Sub-award Reporting – Reporting of first tier sub-awards. Please refer to the TCE Terms and Conditions, Publication 5245, for guidance on reporting sub-awards. Contact the TCE Grant Program at tce.grant.office@irs.gov Back to Tax Counseling for the Elderly
