Forms

All new Excel versions were developed in a .xls format. It is recommended that these forms be saved using the .xls/.xlsx format. These documents are ‘protected’ with some cells “locked” to maintain formulas and the integrity of the form, formats and information provided. Grants Finance encourages users to make sure the macros are enabled. If you are unable to enable the macros, it could be due to a limitation by your agency’s Information Technology (IT) security administration. For this reason, we recommend that you reach out to your agency’s IT staff to troubleshoot any issues. In addition, please make sure any previous downloads of the forms are deleted from your computer’s browser ‘Download’ directory/history, and download the new forms from this page, making sure the macros are enabled. Other formats for each of the forms, such as Word and PDF, are available as well. Prior to submitting a completed document, regardless of the format (.xls/.xlsx, .doc, .pdf), please do a thorough review to ensure all information/pages have printed, are legible and properly formatted.
 
Budgets

FS-10 in Excel Excel File - recommended; please enable macros
FS-10 in Word Word File
FS-10 in PDF Adobe Acrobat File


Budget Amendments

Certain types of changes to a project or a budget require the grantee to request prior approval from the Department. Use the FS-10-A form to submit requests to the office responsible for the grant.
FS-10-A in Excel Excel File - recommended; please enable macros
FS-10-A in Word Word File
FS-10-A in PDF Adobe Acrobat File
 
Requests for Funds

Use an FS-25 to request funds from an approved grant.  The amount of funds requested at any one time may only include actual expenditures to date plus, where allowed, anticipated expenditures for the next month.

FS-25 in Excel Excel File - recommended; please enable macros
FS-25 in Word Word File
FS-25 in PDF Adobe Acrobat File
 
Final Expenditure Reports

FS-10-F in Excel Excel File - recommended; please enable macros
FS-10-F in Word Word File
FS-10-F in PDF Adobe Acrobat File
 
Payee Information

A Payee Information (or PI)/NYSED Substitute W-9 is included as part of the grant application/Request for Proposals (RFP). It is required for submission with application/RFP for (1) applicants that have not previously received grant funding from the Department or (2) current/past funded applicants that need to report changes to their payee information, such as the NYS Vendor ID, Unique Entity Identifier (UEI), registration in federal System for Award Management (SAM), etc.
PI in Word Word File
PI in PDF Adobe Acrobat File
 
Request to Increase Indirect Cost Rate
Not-for-profit agencies may request an increased indirect cost rate by submitting this form to Grants Finance. Please contact Grants Finance for a copy of the form.
Last Updated: August 21, 2026