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academy:grantsandprojects_ssafiscalagentmanagement_setup

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academy:grantsandprojects_ssafiscalagentmanagement_setup [2021/10/14 14:49] – emorenoacademy:grantsandprojects_ssafiscalagentmanagement_setup [2023/09/11 16:22] (current) – emoreno
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-<color #ed1c24>**DRAFT - IN PROGRESS**</color> 
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 ======G&P SSA Fiscal Agent Management Setup====== ======G&P SSA Fiscal Agent Management Setup======
  
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 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 as well as manage budget adjustments. Education Service Centers (ESCs) and Local Education Agencies (LEAs) can both serve as designated fiscal agents.  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 as well as manage budget adjustments. 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 LEA grant funds. As member LEAs 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.+The purpose of this document is to guide you through the necessary steps to assist fiscal agents in administering member LEA grant funds. As members submit requests through MemberPortal, fiscal agents 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/pop-up window, depending on your access, you may have the ability to upload or view supporting documentation by clicking the **Documents** button or the paper icon. If the [[general:document_attachments|Document Attachments]] feature exists on a page/pop-up window, depending on your access, you may have the ability to upload or view supporting documentation by clicking the **Documents** button or the paper icon.
-    + 
-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]].+   
 +This document 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> </WRAP>
 +
 +{{page>general:image_example_message}}
 +
 +----
  
  
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 **Terms**: **Terms**:
  
 +^ASCENDER MemberPortal|An integrated portal that allows SSA member LEAs to submit grant budget revision and reimbursement requests to their respective fiscal agents.|
 +^Budget Adjustment|A budget adjustment is used to add or subtract an amount from an object's total award.|
 +^Budget Revision|A budget revision is used to move an amount between object classes within the total award.|
 +^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. |
 +^Reimbursement|A reimbursement is used to create a transaction to reimburse a member LEA's vendor using an amount that is equal to or less than the amount available in a grant's eligible remaining amount. | 
 ^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.| ^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 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.| ^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 is used to add or subtract an amount from an object's total award.| + 
-^Budget Revision|A budget revision is used to move amounts between object classes within the total award.| +
-^Reimbursement|A reimbursement is used to create a transaction to reimburse a member LEA's vendor using an amount that is equal to or less than the amount available in a grant's eligible remaining amount. |  +
-^ASCENDER MemberPortal|An integrated portal that allows SSA member LEAs to submit grant budget revision and reimbursement requests to their respective fiscal agents.|+
  
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 =====Upload Signatures in District Administration===== =====Upload Signatures in District Administration=====
  
-  - ++Upload signatures for payments.|{{page>general:gp_uploadsignatures&inline}}+++  - ++Upload signatures.|{{page>general:gp_uploadsignatures&inline}}++
  
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-After fiscal agents have completed the above setup process in Grants and Projects, MemberPortal users and fiscal agents can begin submitting grant requests. The fiscal agent (on behalf of the member) can submit grant requests on the Grant Maintenance page in Grants and Projects. Users can submit grant requests via the Budget Revision Request and Reimbursement Request pages in MemberPortal. +After fiscal agents have completed the above setup process in Grants and Projects, Grants and Projects users and MemberPortal users can begin submitting grant requests. 
  
-Review the following guides for further information about fiscal agents entering grants requests, approving grant requests, and processing approved grant requests for payment.  +  * Fiscal agent users (on behalf of the member) can submit grant requests using the Grant Maintenance page in Grants and Projects.  
- +  * Member users can submit grant requests using the Budget Revision Request and Reimbursement Request pages in MemberPortal. 
- +
-VCV [[academy:grantsandprojects_ssafiscalagentmanagement_entering_requests|(DRAFT) ASCENDER - G&P SSA Fiscal Agent Management - Enter Grant Requests]] +
-\\  \\   +
-VCV [[academy:grantsandprojects_ssafiscalagentmanagement_approvers|(DRAFT) ASCENDER - G&P SSA Fiscal Agent Management - Approve Grant Requests]] +
-\\  \\ +
-VCV [[academy:grantsandprojects_ssafiscalagentmanagement_processgrantpayments|(DRAFT) ASCENDER - G&P SSA Fiscal Agent Management - Process Grant Payments]]+
  
 +Review the following guides for further information about fiscal agents entering grant requests, approving grant requests, and processing approved grant requests for payment. 
 +  * [[academy:grantsandprojects_ssafiscalagentmanagement_entering_requests|ASCENDER - G&P SSA Fiscal Agent Management - Enter Grant Requests]]
 +  * [[academy:grantsandprojects_ssafiscalagentmanagement_approvers|ASCENDER - G&P SSA Fiscal Agent Management - Approve Grant Requests]]
 +  * [[academy:grantsandprojects_ssafiscalagentmanagement_processgrantpayments|ASCENDER - G&P SSA Fiscal Agent Management - Process Grant Payments]]
  
  
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-The following reports are available:+The following reports are available in the Grants and Projects application: 
 + 
 +^Report ID^Report Name^Report Summary^ 
 +|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.| 
 +|GP1300|Grant Detail General Ledger Report|This report provides a list of detailed transactions from the general ledger for a specified grant code. You can view grant/project data for the entire grant period regardless of the school year or file ID, or you can retrieve data based on the school year, file ID, and from/to accounting periods.| 
 + 
  
  
-  * **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. 
academy/grantsandprojects_ssafiscalagentmanagement_setup.1634222982.txt.gz · Last modified: 2021/10/14 09:49 (external edit)

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