Grant Checklist
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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.