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Compliance Assessment & Technical Assistance

COE now offers virtual compliance assessment and technical assistance services! Virtual services begin at $3,500 with in person services beginning at $7,000 (plus cost of travel) for Institutional Members. To become a Member, please click here.

Compliance Assessment

Getting Ready — Technical Assistance That Supports Program ExcellenceThe focus of a compliance assessment is to review administrative fiscal, programmatic and activities to examine compliance with applicable TRIO program laws, regulations, and policies as well as bring any pertinent findings or deficiencies to the attention of the institution or agency.

Services typically span two full days consisting of the following activities: review of applicable laws and regulations with program staff and institution/agency administrators; examination of records for appropriate documentation; examination of costs for allowable, allocable and reasonable; review of evaluation in place; and closeout meeting. A final written report of findings and recommendations of improvement where needed will be shared within 30 days of service.

Data is collected through either on-site or virtual observation and an assessment of all relevant documents, forms, participant files, and financial records. Participant files are reviewed to determine compliance with applicable TRIO program laws, regulations, and policies. Financial documents are reviewed to determine whether grant funds were spent on reasonable, allocable, and allowable costs as well as to determine the adequacy of fiscal accountability at the project level and institutional/agency oversight.

Each reviewed standard area receives one of the following ratings as detailed in final report: Required Action (RA) — Grantee must perform a corrective action in order to be in compliance; Recommendation (R) — Grantee is in compliance but could improve in this area (not a required action); Compliant (C) — Grantee is in compliance and fulfilling the requirement; and Effective (E) — Denotes an effective strategy for implementing the grant.

Virtual services begin at $3,500 with in person services beginning at $7,000 (plus cost of travel) for Institutional Members. To become a Member, please click here. Have more than one TRIO program in need of a compliance assessment, or have more questions? Please contact Vanessa Ramirez via e-mail at (vanessa.ramirez@coenet.org).

TO SCHEDULE, PLEASE CONTACT VANESSA.RAMIREZ@COENET.ORG

Technical Assistance

Technical Assistance services is an area where the Council for Opportunity in Education provides much needed and requested support for TRIO and other educational opportunity programs. Popular areas of technical assistance include the following.

Technical Assistance Service
On-Site New Program Start-Up
On-site assistance with implementing a new project, including putting grant proposal plan of operation into practice. May include assistance with hiring; recruitment and selection of students; setting up program within institution and with external community or schools; development of various forms; and establishing documentation and recordkeeping practices.
New Directors (Personalied Webinar or On-Site)
Individual legislations-regulations; variety of topics as requested by client.
Program Evaluation
Provides a detailed evaluation including interviews with key stakeholders on your campus and provides a final report with recommendations to strengthen your program.
APR Assistance
Personalized webinar tailored to project with follow-up or On-Site.
Prior-Experience and Formative Assessment (On Track)
Personalized webinar tailored to project with follow-up or On-Site.
Developing a Policies and Procedures Handbook
Personalized webinar tailored to project with follow-up or On-Site.
Legislation and Regulations Training for your Staff
Individual program training on the legislation, program and fiscal regulations that govern your program.

Virtual services begin at $3,500 with in person services beginning at $7,000 (plus cost of travel) for Institutional Members. To become a Member, please click here. Have more than one TRIO program in need of a compliance assessment, or have more questions? Please contact Vanessa Ramirez via e-mail at (vanessa.ramirez@coenet.org).

TO SCHEDULE, PLEASE CONTACT VANESSA.RAMIREZ@COENET.ORG