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APPENDIX W GRANTEE TURNOVER CHECKLIST

Unexpected turnover in any grant management/leadership role: Date Completed · Grantee will o Identify us as soon as possible, no later than two business day after the event o Identify key contact during interim, ASAP, no later than five business days after o Communicate new hire for position as soon as possible, no later than two business days after the event o Update budget and narrative · Grant Administrator will o Update Salesforce access (remove and add access as necessary) o Update MEAP Contact list and redistribute to grantees (as necessary) o Update MEAP Outlook list o Update MEAP Workgroup list o Update Authorized Negotiator contact list (as necessary) o Complete steps for the specific position listed below Financial position: · MEAP staff will send an email introduction with attachments: o MEAP Manual o MEAP Contact List o Introduce grant administrator, grant manager, assigned auditor · Upon request, MEAP staff will set up a site visit to discuss: o Salesforce/Upload procedures o Reporting timeline o Support documentation o APP reconciliation o Client list Program position: · MEAP staff will send an email introduction with attachments: o MEAP Manual o MEAP Contact List o Introduce grant administrator, grant manager, assigned auditor · Upon request, MEAP staff will set up a site visit to discuss: o Salesforce/Upload procedures o Reporting timeline o Client list o APP reconciliation Organizational leadership: · MEAP staff will send an email introduction with attachments: o MEAP Manual o MEAP Contact List o Introduce grant administrator, grant manager, assigned auditor