Slide 1
GEARUP Match GAMEStephanie A. Cappel, EdD University of
CincinnatiI know many of you know quite a lot about this topic and
I challenge you to give us your attention as we might be able to
show you a new way to look at something you've seen many times
before1
Introductions, Goals, ObjectivesHow many of you have used
Federal Express [be sure to say "Federal Express" NOT "FedEx"] by
show of hands?" [all hands should go up, keep asking until they do,
then you have their attention] "How many times a week do you see
this logo? [get them to say it out loud, people wake up when they
talk] "five times, ten times? How many times in your lifetime have
you seen this logo? it's on trucks, envelopes, billboards, tv
commercials..." [pause and look at it yourself for a few seconds]
hundreds of times, right?"
[turn back to audience] "have you ever seen the arrow
incorporated into this logo?" [you'll get blank stares now] "How
many of you have seen the not-so-subtle arrow embedded in this
logo?" [count to five and bring up the FedEx logo with a circle
around the arrow]
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Introductions, Goals, ObjectivesI'm talking about this arrow.
It's been there your whole life and many of you didn't even notice
it. [wait for people to settle down from their 'a ha' moment]
[the payoff] stick with us as we discuss GEARUP match and even
if you've seen some of this material before and we'll show you a
new way to look at some of the important concepts regarding
contributed funds. 3A federal requirement that can be waived at the
time of applicationSpinGEARUPMATCH
Heres an easy one to get us started. Section 694.8Waiver of
Matching Requirements: Section 404C(b)(2) of the HEA, as amended by
the HEOA, permits the Secretary to waive the matching requirement
for a Partnership in whole or in part if, at the time of
application, the Partnership demonstrates significant economic
hardship that precludes it from meeting the matching requirement,
or requests that its contributions to the scholarship fund under
section 404E of the HEA be matched on a two-for-one basis. Section
404C(b)(2) of the HEA also permits the Secretary to waive the
matching requirement for any Partnership grantee that demonstrates
that the matching funds described in its application are not
available and that it has exhausted all revenues for replacing
these matching funds.
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5Publication by the Office of Management and
BudgetSpinOMBCARIRCUL
Now, raise your hand again if you have read something out of one
of the OMB Circulars. OMB - Office of Management and BudgetEDGAR -
Education Department General Administrative RegulationsCFR Code of
Federal RegulationsGAGAS - Generally Accepted Governmental Auditing
Standards6Vow-elConsonantConsonantConso-nantconsonantVow-elConsonantConso-nantVowelCon-so-nantStart
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7Who should read the A-133?SpinALLGESRANTE
The A-21, A-102, and A110 contain specific regulations that
pertain to Institutions of Higher Ed (A-21), State Grantees (A-102)
and Partnership grantees (A-110). The A-133 is for the purpose of
auditing federally funded programs its good stuff to
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You do not need to feel intimidated by the OMB10You must
demonstrate this toward your match each
year.SpinSUBSATPROGRTNILAESS
Those of you who have been around since 1999 remember when we
had to match every dollar we received each year of our grant and it
would only count in the year it was contributed. Now, we must show
substantial progress and we could theoretically receive all of our
match in year one and carry it forward for the next 5 or 6 years.
We still must match every dollar we receive, but we can spread it
or carry it over the life of the
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Substantial Progress may be defined differently by you and your
institution than by your federal program officer. Be sure to
maintain contact throughout the year so that you know you are on
the same page.13SpinALLOWACOSTBEquipment and supplies, cash
contributions from non-Federal sources, transportation expenses,
in-kind or discounted program services, indirect costs, and
facility usageELS
Someone provide examples of other specific items you have
counted as Match: Salary out-of-school time, skills assessments,
PD, Advising and Counseling, Test Prep, Postsecondary education
staff put a value on timeBusiness and community put a value on
timeMajor presenters often give GU discount from regular
presentation priceTeacher/counselor time should be after regular
school day, that is, volunteer after school or weekends or holidays
for planning and activities.Administrator/Professional Staff time
should be kept per event, per month, etc.It is NOT allowable to
count the state Basic General Education cost per pupil as
match14Vow-elConsonantConsonantConso-nantconsonantVow-elConsonantConso-nantVowelCon-so-nantStart
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15SpinVOLUNTERESWhat they do for you will determine the amount
of match you can count. Extra Hint: Check the IndependentSector.org
web site
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17Proprietary and Confidential. Copyright (C)2009 Freedom
Financial Network, LLC18
Is this how you feel about reading the federal
regulations?.....18SpinREDUCTREMOVThe consequences for failure to
provide matching dollars for GEARUP funds
spentREFUNDDENIANIOLAL
Refund to Office of Commissioner of Higher Education for any
federal funds advanced during the grant period which exceed your
documented matchReduction in the next year award amountRemoval of
equipment purchased with GEARUP fundsDenial to award further GEAR
UP funds to your institution.
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20SpinENTERTAINMENot allowable as match for GEARUPNT-
Tickets to athletic or cultural events, fine arts shows,
Antiques/fine art, Social events, development of proposals,
commencement expenses, fines, flowers, gifts, prizes, lobbying
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22Proprietary and Confidential. Copyright (C)2009 Freedom
Financial Network, LLC23
My youngest brother ran with the bulls in Pamplona, Spain just a
few years ago. This picture reminds me of the risks we take in our
lives and my point to you with regard to your federal GEARUP grant
is: Follow the rules and dont risk running with the Bulls!23Dr.
Stephanie A.
[email protected]
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