Financial Status Report Form PDF Details

Navigating through the complexities of financial reporting to federal agencies, organizations receiving federal grants or funds are required to submit a detailed account of their financial activities, using the Financial Status Report (Long Form). This form plays a critical role in maintaining transparency and accountability in the use of federal funds. It includes various components like the identification of the federal agency, the grant number, detailed information about the recipient organization including its name, address, and employer identification number. Moreover, the form asks whether it's the final report and the basis of the report, whether cash or accrual. It meticulously outlines the funding or grant period and the specific timeframe the report covers. Key financial transactions are broken down into several categories, including total outlays, refunds, program income, and unliquidated obligations, alongside the recipient's and federal share of these transactions. Additionally, it delves into indirect expenses and demands a certification from the submitting official, affirming the accuracy and completeness of the report. This thorough documentation is essential for both recipients and federal agencies to ensure the proper allocation and utilization of funds, adhering to the guidelines prescribed by OMB Circulars A-102 and A-110.

QuestionAnswer
Form NameFinancial Status Report Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namessf269 forms, sf 269 form, financial report for a lodge pdf, financial status report form

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FINANCIAL STATUS REPORT

(Long Form)

(Follow instructions on the back)

1.Federal Agency and Organizational Element to Which Report is Submitted

2.Federal Grant or Other Identifying Number Assigned By Federal Agency

OMB Approval No.

0348-0039

Page

of

pages

3. Recipient Organization (Name and complete address, including ZIP code)

4. Employer Identification Number

5. Recipient Account Number or Identifying Number

6. Final Report

Yes No

7. Basis

Cash Accrual

8. Funding/Grant Period (See Instructions)

 

9. Period Covered by this Report

 

 

 

From: (Month, Day, Year)

To: (Month, Day, Year)

From: (Month, Day, Year)

 

To: (Month, Day, Year)

 

 

 

 

 

 

10. Transactions:

 

I

II

III

 

 

Previously Reported

This Period

Cumulative

a.Total outlays

b.Refunds, rebates, etc.

c.Program income used in accordance with the deduction alternative

d.Net outlays (Line a, less the sum of lines b and c)

Recipient's share of net outlaws, consisting of:

e.SBDC Network In-Kind Match

f.SBDC Network Waived Indirect costs

g.Program income used in accordance with the matching or cost sharing alternative

h.All SBDC Network Cash Match

i.Total recipient share of net outlays (Sum of lines e, f, g and h)

j.Federal share of net outlays (line d less line i)

k.Total unliquidated obligations

l.Recipient's share of unliquidated obligations

m. Federal share of unliquidated obligations

n.Total federal share (sum of lines j and m)

o.Total federal funds authorized for this funding period

p.Unobligated balance of federal funds (Line o minus line n)

q.Program income: See Attached SBA Form 2113.

11.Indirect Expense

a.

See Attached SBDC Network Schedule of All Indirect Costs.

 

 

 

 

 

 

 

b.

Rate

c. Base

d. Total Amount

e. Federal Share

 

 

 

 

 

12.Remarks: Attach any explanations deemed necessary or information required by Federal sponsoring agency in compliance with governing legislation.

13.Certification: I certify to the best of my knowledge and belief that this report is correct and complete and that all outlays and unliquidated obligations are for the purposes set forth in the award documents.

Typed or Printed Name and Title

Telephone (Area code, number and extension)

Signature of Authorized Certifying Official

Date Report Submitted

Previous Edition Usable

Standard Form 269 (REV 9-99)

NSN 7540-01-012-4285

Prescribed by OMB Circulars A-102 and A-110

 

This form was electronically produced by Elite Federal Forms, Inc.

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Pay close attention while completing this pdf. Ensure all mandatory blank fields are filled in correctly.

1. Begin completing the financial status report form with a group of major blank fields. Gather all the necessary information and make sure there is nothing left out!

Step # 1 for submitting sf 269 form

2. The next part would be to fill in the next few blank fields: Recipients share of net outlaws, SBDC Network InKind Match, SBDC Network Waived Indirect costs, Program income used in accordance, All SBDC Network Cash Match, Total recipient share of net, Federal share of net outlays line, Total unliquidated obligations, Recipients share of unliquidated, Federal share of unliquidated, Total federal share sum of lines j, and Total federal funds authorized for.

All SBDC Network Cash Match, Total federal funds authorized for, and Total federal share sum of lines j of sf 269 form

3. In this particular step, look at Total federal funds authorized for, p Unobligated balance of federal, q Program income See Attached SBA, a See Attached SBDC Network, Indirect Expense, b Rate, c Base, d Total Amount, e Federal Share, Remarks Attach any explanations, Certification, I certify to the best of my, Typed or Printed Name and Title, Telephone Area code number and, and Signature of Authorized Certifying. All these must be completed with greatest awareness of detail.

Stage no. 3 in filling in sf 269 form

As for p Unobligated balance of federal and e Federal Share, be sure that you take a second look here. Both of these are the most important fields in this document.

Step 3: Prior to obtaining the next stage, double-check that all blank fields are filled in the proper way. The moment you are satisfied with it, press “Done." Grab your financial status report form the instant you sign up for a free trial. Easily use the form in your personal cabinet, along with any edits and changes being conveniently preserved! We don't share the details you use while dealing with documents at our site.