Organizational Chart ● Personnel Manual and Employee Handbook (including job ● descriptions of staff) Affirmative Action Policy/Plan ● Conflict of Interest Policy ● Procurement Policy ● Equipment Inventory (contract acquires property with DFD funds) ● Audit Notification of Licensed Public Accountant (NLPA) - include copy ● of Certification (see separate link) Accountant’s Copy of Single Audit or Independent Audit for recent FY ● Other Supporting Documents Annual Report to Secretary of State ● Annual Report Charitable Organizations – ● Required Required Check if Required for on-site Annually submitted Document Page 3 with first and as with contract DVS – Amended package Form ACH Credit authorization for automatic deposits – ● (for new requests only) W-9 Form (for new Agencies only) ● Additional Division/Office Specific Forms Document Verification Sheet (DVS) ● List of Agency Contracts ● Standard Board Resolution (indicating authorized signatories for ● contracts) Checklist and Copy of Award Letter ● The contracted agency agrees to submit, to the DFD Contract Administrator, any and all changes regarding the information presented in these documents during the term of the contract. All documents should be current and reflect the approval of the Board of Directors, when agency’s applicable. The index is for reference and is not required to be retuned with the contract package. All documents noted here are either included in the Checklist or Document Verification Sheet (DVS). The checklist and DVS must be returned with the contract package. DFD OFFICE OF CONTRACT ADMINISTRATION CONTRACT CHECKLIST
Organizational Chart ● Personnel Manual and Employee Handbook (including job descriptions of staff) ● Affirmative Action Policy/Plan ● Conflict of Interest Policy ● Procurement Policy ● Equipment Inventory (contract acquires property with DFD funds) ● Audit Notification of Licensed Public Accountant (NLPA) - include copy of Accountant’s Certification (see separate link) ● Copy of Single Audit or Independent Audit for recent FY ● Other Supporting Documents Annual Report to Secretary of State ● Annual Report – Charitable Organizations ● Page 3 Document Required with first contract Required Annually and as Amended Required for on-site – DVS Form Check if submitted with package ACH – Credit authorization for automatic deposits (for new requests only) ● W-9 Form (for new Agencies only) ● Additional Division/Office Specific Forms Document Verification Sheet (DVS) ● List of Agency Contracts ● Standard Board Resolution (indicating authorized signatories for contracts) ● Checklist and Copy of Award Letter ● The contracted agency agrees to submit, to the DFD Contract Administrator, any and all changes regarding the information presented in these documents during the term of the contract. All documents should be current and reflect the approval of the agency’s Board of Directors, when applicable. The index is for reference and is not required to be retuned with the contract package. All documents noted here are either included in the Checklist or Document Verification Sheet (DVS). The checklist and DVS must be returned with the contract package. DFD OFFICE OF CONTRACT ADMINISTRATION CONTRACT CHECKLIST
fy14_refannex_a_090313.docx