SLFRF Explainer: Obligating and Expending All Funds

U.S. Dept. of the Treasury
26 followers
Aug 28, 2024
This video provides an explanation on how to obligate and/or expend all funds in the U.S. Treasury reporting portal for your SLFRF program account.
hello everyone my name is Stephanie and
I am here as the lead data and reporting
analyst for the slrf program at the
Department of
Treasury today we are going to take a
few minutes and go over how to enter
information for your project that you
have already fully obligated and
expended to start this we will need to
go to the project overview section on
your report
once you are there you will want to
scroll
down and go to the project status for
the project that you are going to enter
information
for in this section you will see the
most recent information that has been
entered into your project please take
time to go through and review to verify
that everything is still accurate as it
was previously reported
it to enter the information for the
current period you will navigate to this
section of the
report and for this section since we
have previously reported the full budget
as obligated and
expended we are taking time to enter
zero for the current period obligations
and
expenditures this is saying that we have
previous ly reported on this
$50,000 and $50,000 in
expenditures and there is no more
information to enter regarding this
project since this project is completed
you will want to make sure your status
is accurate as well as entered any
additional information that may be
required based on your project you again
want to scroll down to make sure that
you have any information that is is
needed and then respond to those
questions that may have previously not
been
available everything with a red Aster
will is a required
question and once we have updated all of
our information and again we have
entered zero into the current period
obligation and expenditures because we
had previously reported all of our
funding being obligated and expended for
this project once that is done you will
want to confirm and save your project
you will see the project has a green
message box saying that it was saved and
your project status has now been updated
to a green
checkbox this means that all your
information has been reflected
appropriately in your report and because
there was no new activity in the
obligations or expenditures these box
boxes are green as
well if there was a difference in amount
these boxes would change to a different
color of either yellow or red and that
is just identifying that you need to
take further action to review these
projects so again to review your project
status you can go back into what we
previously entered you have entered
current period obligations as zero and
current period expenditures as zero for
this project that has now been
completed you will need to go through
and identify this for every project that
you have in your report on the current
period status and once that is complete
you are able to move forward and submit
your
project please follow for more if you
have any other questions on any other
activities and reports we will be
providing other webinar options
