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Grant Checklist

Are you Ready to Apply for Grants + Grant Checklist

General Attachments

  • 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
  • Organization’s Partner list
  • Letters of Support or Memorandum of Understanding/Agreement (MOU/A)
  • Staff Demographics
  • 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
  • Strategic Plan
  • Organizational Policies
  • Board Selection and Term policy
  • Handbook Policy
  • Emergency Preparedness Policy
  • Grievance Policies

Grant Questions

  • Mission Statement
  • Organization History -track record,  accomplishments
  • Organization Capacity
  • Description of clients including demographics
  • Statement of Need
  • Program Description 
  • Sustainability: Describe how your organization generates revenue 
  • Describe your management team and  qualifications
  • Describe your Partnerships
  • Goals, objectives and outcomes. 
  • Evaluation: How does your organization track metrics.