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--- academy:grantsandprojects_ssafiscalagentmanagement [2021/10/11 19:07] – emoreno
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-<color #ed1c24>**DRAFT - IN PROGRESS**</color>
-======Grants and Projects: SSA Fiscal Agent Management======
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:grantsandprojects_ssafiscalagentmanagement?do=export_pdf&toclevels=1-3&book_title=SSA Fiscal Agent Management| Click here to generate a PDF of this guide]].
-</WRAP>
-<div #message></div>
-<WRAP round intro>
-The Shared Service Arrangement (SSA) Fiscal Agent Management feature provides fiscal agents a more efficient way to handle grant budget revision requests and reimbursement requests from SSA members. Education Service Centers (ESCs) and Local Education Agencies (LEAs) can both serve as designated fiscal agents.
-This guide covers the necessary steps to assist SSA fiscal agents in administering member grant funds. As members submit requests via the new MemberPortal, fiscal agents will have the ability to promptly move the requests through a customized approval path to ensure timely budget revisions and reimbursements.
-If the [[general:document_attachments|Document Attachments]] feature exists on a page, depending on your access, you may have the ability to upload or view supporting documentation.
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
-</WRAP>
-=====Prerequisites=====
-VCV Update roles/users in Security Administration to allow SSA Fiscal Agent Management permissions. You can add permissions to an existing role or create a new role.
-**Terms**:
-^Shared Service Arrangement (SSA)|A financial arrangement used by Local Education Agencies (LEAs) and Education Service Centers (ESCs) to share and manage services for other LEAs referred to as members.|
-^SSA Fiscal Agent|A fiscal agent is an organization that manages the accounting and financial reporting responsibility for grant funds on behalf of another organization. Education Service Centers (ESCs) and Local Education Agencies (LEAs) can both serve as designated fiscal agents. |
-^SSA Member|An SSA member enters into a Shared Service Arrangement with a fiscal agent and is the LEA for which the fiscal agent manages services. The member designates a fiscal agent to conduct administrative duties for any grant funds issued to their LEA.|
-^Grant|A grant is funds that are given to an LEA by an entity such as a public body, charitable foundation, or specialized grant institution to provide a specific level of support for a specified period of time. |
-^Budget Adjustment|A budget adjustment allows you to add or subtract an amount from an object's total award.|
-^Budget Revision|A budget revision allows you to move a total award from one object to another object.|
-^Reimbursement|A reimbursement allows you to create a transaction to reimburse a vendor using an amount that equal to or less than the amount available in the **Eligible Remaining** column. |
-^ASCENDER MemberPortal|An integrated portal that allows SSA members to submit grant budget revision requests and reimbursement requests to their respective fiscal agents.|
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-=====Upload Signatures in District Administration=====
-  - ++Upload signatures for payments.|{{page>general:gp_uploadsignatures&inline}}++
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-=====Define Grants=====
-The following steps allow fiscal agents to define grants and set up approved grant applications for their member LEAs.
-  - ++Create member record.|{{page>general:grantsprojects_createmaintainmemberinfo&inline}}++
-  - ++Add member bank information.|{{page>general:grantsprojects_addmemberbankinfo&inline}}++
-  - ++Set up grant types.| {{page>general:setupgranttypes&inline}}++
-  - ++(Optional) Set up grant type payment dates.|{{page>general:setupgranttypepaymentdates&inline}}++
-  - ++(Optional) Copy payment dates.|{{page>general:copypaymentdatesutility&inline}}++
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-=====Set up Notice of Grant Award (NOGA) =====
-The following steps allow fiscal agents to track all facets of a NOGA so that member LEAs can be reimbursed appropriately.
-  - ++Create grant maintenance records.|{{page>general:createnogarecord&inline}}++
-  - ++Add object code data.|{{page>general:addnogarecordobjectcodes&inline}}++
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-=====Set up & Manage Grant Request Workflows=====
-  - ++Set up approval path.|{{page>general:gp_setupapprovalworkflow&inline}}++
-  - ++Set up alternate approvers as needed.|{{page>general:gp_setupalternateapprovers&inline}}++
-  - ++Approval emails.|{{page>general:gp_workflowemails&inline}}++
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-=====Enter Budget Adjustment, Reimbursement, and Revision Requests=====
-If a member LEA does not use MemberPortal, fiscal agents can use the following steps to create, save, and submit budget adjustment requests, budget revision requests, and reimbursement requests on their behalf. Expense accounts must exist in Finance file ID C.
-<WRAP box>
-**Note**: Budget adjustments can only be done by fiscal agents using the Grant Maintenance page in the Grants and Projects application.
-</WRAP>
-  - ++Enter budget adjustment, reimbursement, and revision requests.|{{page>general:createnogarequests&inline}}++
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-=====Approve Grant Requests=====
-The following steps allow fiscal agents to review submitted budget revision/reimbursement requests and determine eligibility for approval as outlined in the grant.
-  - ++Approve grant requests.|{{page>general:gp_approvegrantrequests&inline}}++
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-=====Process Grant Payments=====
-The following steps allow fiscal agents to process payments to member LEAs after a reimbursement request is approved.
-  - ++Process grant payments.|{{page>general:gp_processgrantpayments&inline}}++
-  - ++Create EFT file.|{{page>general:gp_createeftfile&inline}}++
-  - ++(If necessary) Revise EFT file.|{{page>general:gp_reviseeftfile&inline}}++
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-=====Reports =====
-The following reports are available:
-  * **GP1000 - Grant Summary Status Report** - This report provides a summary of grant status information.
-  * **GP1100 - Grant Payment Transaction Report** - This report provides a list of grant payment transactions.
-  * **GP1200 - Past Final Date Without Final Report** - This report provides a list of grant years and IDs that have a Final Report Due Date without a reimbursement transaction designated as the final reimbursement for the grant year and grant ID before the date entered in the **Effective Date (MMDDYYYY)** report parameter.
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-=====Set up & Manage MemberPortal Users=====
-The following steps allow fiscal agents to create MemberPortal user accounts. **It is recommended** that fiscal agents create at least one MemberPortal user with admin permission for each member LEA.
-  - ++Create and maintain user accounts in Grants & Projects.|{{page>general:grantsprojects_createmaintainuseracctsgp&inline}}++

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