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2023 Terms and Conditions for Training and Technical Assistance 

Commission Investment Fund Grants

Effective 4/25/2023

These AmeriCorps (AmeriCorps is the operating name for the Corporation for 

National and Community Service) Grant Program Specific Terms and Conditions 

and the General Terms and Conditions, are binding on the recipient.

Table of Contents

I. CHANGES FROM THE 2022 TERMS AND CONDITIONS FOR COMMISSION 

INVESTMENT FUNDS GRANTS ................................................................................. 1

II. PURPOSE OF COMMISSION INVESTMENT FUND GRANTS ................................ 2

III. BUDGET AND PROGRAMMATIC CHANGES .......................................................... 2

IV. REPORTING REQUIREMENTS ................................................................................... 3

V. AWARD PERIOD AND INCREMENTAL FUNDING.................................................. 4

VI. PROGRAM INCOME ................................................................................................... 4

VII. KEY CONCEPTS OF FINANCIAL GRANTS MANAGEMENT TRAINING............... 4

I. CHANGES FROM THE 2022 TERMS AND CONDITIONS FOR COMMISSION 

INVESTMENT FUNDS GRANTS

We have identified additional changes from the initial 2023 Commission 

Investment Fund Grant terms and conditions. We reiterate the importance of 

reviewing all award terms and conditions, because recipients are responsible for 

knowing, understanding, and complying with all award terms and conditions.

The following revisions were made to the initial 2023 Commission Investment Fund 

Grant Terms and Conditions: 

- Section IV: Removed the HHS/PMS reporting requirement

- Section VII: Added annual Key Concepts of Financial Grants Management 

eCourse

The changes listed below were the original changes noted as changes to the 

2022 Commission Investment Fund Grant Terms and Conditions: No changes.
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II. PURPOSE OF COMMISSION INVESTMENT FUND GRANTS

The purpose of the funding is training and technical assistance.

These grants may not be sub-granted out to AmeriCorps members, 

AmeriCorps or other service programs, or other nonprofits for their own 

training needs or purposes unless detailed in the application guidance.

III. BUDGET AND PROGRAMMATIC CHANGES

A. Programmatic Changes. The recipient must first obtain the prior written 

approval of the Portfolio Manager before making any of the following changes:

1. Changes in the objectives or goals of the program, whether or not they 

involve budgetary changes.

2. Entering into contracts for activities funded by the award, but not 

identified or included in the approved application and/or award.

B. Budgetary Changes. The recipient must obtain the prior written approval of 

the Portfolio Manager before deviating from the approved budget in any of 

the following ways:

1. Specific Costs Requiring Prior Approval before Incurrence under the 

uniform administrative requirement, cost principles, and audit 

requirements for Federal awards at 2 CFR Parts 200 and 2205. Certain 

cost items in 2 CFR Parts 200 and 2205 require approval of the awarding 

agency for the cost to be allowable. Please ensure you consult the 

regulations prior to incurring costs to ensure allowability.

2. Purchases of Equipment over $5,000 using award funds, unless 

specified in the approved application and budget.

3. Unless the AmeriCorps share of the award is $50,000 or less, changes to 

cumulative and/or aggregate budget line items that amount to 10 per 

cent or more of the total budget must be approved in writing in advance 

by AmeriCorps. Recipients may transfer funds among approved direct 

cost categories when the cumulative amount of such transfers does not 

exceed 10 percent of the total budget.

C. Approvals of Programmatic and Budget Changes. AmeriCorps’ Portfolio 

Managers are the only officials who have the authority to alter or change the 

terms and conditions or requirements of the award. Portfolio Managers will 

execute written amendments, and recipients should not assume approvals 

have been granted unless documentation from AmeriCorps’ Office of Grant 
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Administration (OGA) has been received via a notice of grant award. 

Programmatic changes also require final approval of AmeriCorps’ OGA after 

written recommendation for approval is received from the Portfolio Manager. 

IV. REPORTING REQUIREMENTS

The recipient is responsible for timely submission of periodic financial and 

progress reports during the project period and a final financial report. 

A. Financial Reports. The recipient shall complete and submit financial reports in 

eGrants (Financial Status Reports on menu tree) to report the status of all 

funds. The recipient must submit timely cumulative financial reports in 

accordance with AmeriCorps guidelines according to the following schedule:

Due Date Reporting Period Covered

July 30 Start of award through June 30

January 30 July 1 – December 31

B. Progress Reports. The recipient shall complete and submit progress reports 

in eGrants according to the following schedule:

Due Date Reporting Period Covered

March 31 Start of award year through December 31

C. Final Financial Reports. A recipient must submit, in lieu of the last semiannual financial report, a final financial report. This final report is due no later 

than 120 days after the end of the project period. 

D. Final Progress Reports. A recipient must submit, in lieu of the last annual 

progress report, a final progress report. This final progress report is due no 

later than 90 days after the end of the project period.

E. Requests for Extensions. Each recipient must submit required reports by the 

given dates. Extensions of reporting deadlines will be granted only when 1) the 

report cannot be furnished in a timely manner for reasons, in the determination 

of AmeriCorps, legitimately beyond the control of the recipient, and 2) 

AmeriCorps receives a written request explaining the need for an extension 

before the due date of the report.
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Extensions of deadlines for financial and progress reports may only be granted 

by a Portfolio Manager.

V. AWARD PERIOD AND INCREMENTAL FUNDING

For the purpose of the award, the project period is the complete length of time 

the recipient is proposed to be funded to complete approved activities under 

the award. A project period may contain one or more budget periods. A 

budget period is a specific interval of time for which federal funds are being 

provided to fund a recipient’s approved activities and budget.

Unless otherwise specified, the award covers a three-year project period. In 

approving a multi-year project period, AmeriCorps generally makes an initial 

award for the first year of operation. Additional funding is contingent upon 

satisfactory performance, a recipient’s demonstrated capacity to manage an 

award and comply with award requirements, and the availability of 

Congressional appropriations. The project period and the budget period are 

noted on the award document.

The project and budget period may be extended—at no additional cost to the 

government—via a No Cost Extension, which the grantee should request prior 

to the expiration of the award.

VI. PROGRAM INCOME

A. Program Income: Income, including fees for service earned as a direct result 

of the award-funded program activities during the award period, must be 

retained by the grantee and be deducted from total claimed costs and noted 

on the Federal Financial Report.

B. Fees for Service. When using assistance under this award, the recipient may 

not enter into a contract for or accept fees for service when:

1. The service benefits a for-profit entity,

2. The service falls within the other prohibited activities set forth in these 

award provisions, or

3. The service violates the provisions of 42 U.S.C. § 12637 –

Nonduplication and Nondisplacement.

VII. KEY CONCEPTS OF FINANCIAL GRANTS MANAGEMENT TRAINING

All recipients and subrecipients must complete and retain a certificate of 

completion of the AmeriCorps’ Key Concepts of Financial Grants Management 
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eCourse training every year to ensure that recipients and subrecipients are 

aware of major financial grants management requirements for all federal 

recipients and subrecipients. The AmeriCorps designated eCourse provides a 

thorough overview of the requirements and can be found at: 

https://americorpsonlinecourses.litmos.com/account/login/?C=7513619. 

Each grant recipient and subrecipient must identify at minimum one staff 

person who has some responsibility for financial grants management 

compliance to fulfill this requirement on behalf of the grant recipient or 

subrecipient. The grant recipient and subrecipient must retain the certificate of 

completion and assign staff to retake the course annually prior to the 

expiration of the certificate. Grant recipients and subrecipients must save 

certificates of completion from each year as grant records.