Compliance Requirements - Reporting (L)

Reporting (L)

This section establishes that all recipients must submit reports (whether financial, performance-related, or of special nature) to the Federal government to monitor Federal assistance activities and uses. The most common reports are pre-designed by the Federal agency, are approved by OMB, and are freely available to all recipients and the general public. The time deadlines for submitting them vary depending on the report. Furthermore, the reporting requirements (e.g., which reports must be submitted, the timing of the submission, information in the reports, etc.) may vary from recipient to recipient, although the Federal government has established several reports which apply to all recipients. Some of the most common of these “universal” reports include:

• SF-269 (OMB approval no. 0348-0039) or SF-269A (OMB no. 0348-0038), commonly known as the Financial Status Report (FSR) – Used to report the status of funds (e.g., amount received, amount expended or used, amount reserved, amount unused, etc.)
• SF-270 (OMB no. 0348-0004), also known as the Request for Advance or Reimbursement - Used to request U.S. Treasury advance payments and reimbursements under non-construction programs.
• SF-272 (OMB no. 0348-0003) or SF-272-A (OMB No. 0348-0003), commonly known as the Federal Cash Transactions Report or Status of Federal Cash Report - Provides accountability of all Federal cash received by the recipient. It is partially prepared by the Division of Payment Management (DPM) within the Department of Health and Human Services based on data reported to the DPM by recipients and Federal agencies, and is completed and certified by the recipient.