Grant Checklist

Mission Statement
Organization History
Organization Capacity
Description of clients including demographics
Needs Statement or Statement of Need
Program Description (if your organization manages more than one program, this information is needed for each program)
Sustainability: describe how your organization generates revenue and track record, achievements, accolades, accomplishments
Describe your management team and program staff qualifications
Describe your Partnerships
Goals, objectives and outcomes: What are the quantifiable measurable and how your organization tracks its program

UEI - DUNS
Indirect cost rate agreement (if applicable)
W-9
Financial Audit
Most recent 990
Board of Directors List & Affiliations
Board Demographics and Attributes
Senior Staff
- Short Bios
- Credentials
Partner list -
- Letters of Support or Memorandum of Understanding/Agreement (MOU/A)
- How do partners improve program delivery
Staff Demographics and Attributes
Organizational Chart
Organizational Budget
Prior Year Organizational Budget
Statement of Financial Position
Statement of Activities
Balance Sheet
Prior Year Balance Sheet
List of Funding Sources
A list of program delivery physical locations
DEI statement (if applicable)
Strategic Plan
Organizational Policies
- Board Selection and Term policy
- Handbook Policy
- Emergency Preparedness Policy
- Grievance Policies