Financial Management Resources

Financial Management Training Materials - July 29, 2011

All training materials are provided courtesy of Michelle Picklesimer & HUD, and may be modified for use by agencies. Materials may not be re-distributed for profit.

• Training Presentation
• Activities:
  • Activity 1 - Review Financial Management Standards
  • Activity 2 - Procurement
  • Activity 3 - Cost Allocation
  • Activity 4 - Eligible Costs
  • Self Assessment Tool 1
  • Self Assessment Tool 2
• Time Tracking Forms:
  • Time Tracking Sample 1
  • Time Tracking Sample 2
  • Time Tracking Sample 3
  • Time Tracking - Sample Hourly Billing Calculation
• Policies and Procedures:
  • Checklist of Policies and Procedures
  • Policies and Procedures Sample 1
  • Policies and Procedures Sample 2
  • Policies and Procedures Sample 3, from HUD
  • Cost Allocation Plan Sample 1
  • Cost Allocation Plan Sample 2
• References:
  • OMB Cost Principles - Side By Side for All Agency Types
  • 2 CFR 230 (OMB A-122): Cost Principles for Non-Profits
  • 2 CFR 225 (OMB A-87): Cost Principles for State and Local Governments
  • Auditor's Responsibility for Fraud Detection, from HUD
  • The Sarbanes-Oxley Act and Implications for Non-Profits, from HUD