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Grant manager outlines record-keeping, FOIA and audit rules for school-based mental health grants
Summary
Amy Banks, competition manager for the school-based mental health services grant program, led a training module stressing that grantees must keep accessible records (retained three years after closeout), prepare documents for auditors, and that grantee audits are required when federal expenditures reach $500,000 annually.
Amy Banks, competition manager for the school-based mental health services grant program, led a training module on grant management that covered record keeping, the Freedom of Information Act and audit requirements for grantees.
Banks said grantees must maintain a viable records system that includes the most recently approved budget, policies and procedures for overseeing and implementing the grant, an inventory of purchased or leased items, and the evaluation plan with timelines and measurement instruments. "That is 3 years after the grant ends and is closed out," she said when describing the standard retention…
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