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Please check the Guidance, Forms, and Videos sections on this page for the resources mentioned below.
Please note that Operating Capacity and Small Grants have their own fiscal forms.
A budget was submitted with your grant application. Exhibit A of your grant agreement contains the awarded amount by category.
When you are ready for a payment, fill out a Request for Release of Funds (RRF). Please see the Grant Billing Instructions and/or watch the help video. Along with the RRF, attach a listing of all requested expenses, either as our Expense Tracking Spreadsheet or as an accounting program report.
Please see the Budget Categories & Definitions document for allowable expenses and the Receipts video for requirements for presenting your receipts.
Check your grant agreement for which receipts to submit; most grants require copies of receipts for purchases over $250. Salary, Wages, and Benefits budget categories should be detailed with either an invoice on letterhead or as an accounting program report. Travel Logs are required for all travel; receipts are required only for travel expenses over $250.
If you have not received a payment from OWEB on a previous grant, please note that OWEB must have a signed Tax ID form (W-9) before payment will be made. The name and Federal Employer Identification Number (FEIN) on the W-9 form will determine the exact name and address of the entity to be paid.
If you want payments to be deposited directly into your account, follow the directions found on the Automated Clearing House (ACH) website.
Travel Logs are required for all travel. Receipts are required only for travel expenses over $250. The most current Travel Rates document is included on this page.
At application, you provided proposed match for your project. Before first payment, you must submit proof of secured match if you didn't already submit it with your application. Use the Match form or a signed document approved by your Project Manager to show secured match. Check Exhibit B of your grant agreement for conditions.
You must seek permission from OWEB prior to changing either line items or budget categories.
Line item changes:
Budget category changes. Submit a formal Budget Change Request form:
Grantee may move funds into the Grant Admin/Indirect Cost budget category. However, those funds if not spent cannot be moved to any other budget category. Any unspent funds will be recaptured by OWEB at the conclusion of the grant.
See Budget Amendments in the "Documents & Links" section of this webpage for the full policy.
There are 2 categories for OWEB insurance requirements.
This is considered best practice for organizations conducting activities often implemented by OWEB grantees. The budget category is "Indirect" for all except Operating Capacity grants, which should use the "Other" category.
This is usually tied to a specific grant so the description varies by project type. The budget category is "Other."
See the full description of OWEB insurance requirements in Insurance Documentation in the "Documents & Links" section of this page.
If you need a form that is not on this page or if you have questions, please contact Tara Choate (503-986-0184) or Leilani Sullivan (503-986-0183). Grant-specific forms and guidance are located on grant program pages.
Fiscal Training on YouTube
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