Local and Regional Procurement Pilot Project - Instructions for

Agreement Closeout

Documents Needed to Close a Local and Regional Procurement Agreement

• Final, cumulative procurement and distribution status report.
• Final, cumulative financial report. This report should include any funds advanced, but not expended that were returned to USDA. For returned funds, please be sure to provide the amount and date of the wire transfer.
• Final, completed agreement close-out report (close out form, .docx).
• All market analysis reports under Section XIV(c)(1)(f) of the Interim Guidelines for the Local and Regional Food Aid Procurement Pilot Project (i.e. final evaluation report due to USDA by September 30, 2011).
• A list of all equipment purchased under the agreement with a current value of more than $5,000, as well as a disposition plan for that equipment. (Disposition of Equipment form, .doc)
• All relevant tax certifications (tax form, .doc)
• All relevant A-133 audits
• All known issues related to this agreement resolved

Note: To close an agreement, all activities must be completed. The request for final reimbursement does not need to have been submitted to begin the closure process but must be completed before an agreement can be completely closed.

Questions on Agreement Closure procedures, please call Barbara Shumar (202) 205-7651