GRANT MANAGEMENT CASE MANAGEMENT CHECKLIST TEMPLATE 2026

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--- PRE-AWARD PLANNING & STRATEGY ---
[ ] Grant Opportunity Name
[ ] Strategic Alignment Description
[ ] Internal Submission Deadline
[ ] Funding Source Type (Federal, State/Local Government, Private Foundation, Corporate Grant)
[ ] Required Stakeholders (Program Manager, Finance Department, Legal Counsel, Executive Leadership)
[ ] Initial Research Notes/RFP Document

--- GRANT APPLICATION & PROPOSAL DEVELOPMENT ---
[ ] Project Title
[ ] Executive Summary
[ ] Proposal Submission Deadline
[ ] Total Requested Funding Amount
[ ] Required Supporting Documents (Budget Narrative, Letters of Support, Organizational Certifications, Project Timeline)
[ ] Finalized Grant Proposal Draft
[ ] Lead Investigator Approval

--- BUILT-IN COMPLIANCE & REGULATORY REVIEW ---
[ ] Compliance Review Deadline
[ ] Regulatory Frameworks Applicable (Federal Regulations (e.g., Uniform Guidance), State/Local Mandates, Donor-Specific Terms & Conditions, Internal Organizational Policy)
[ ] Compliance Status (Compliant, Pending Review, Non-Compliant/Action Required)
[ ] Regulatory Compliance Certificate/Proof
[ ] Identified Compliance Risks & Mitigation Plan
[ ] Compliance Officer Approval

--- AWARD ACCEPTANCE & DOCUMENTATION ---
[ ] Grant Award Date
[ ] Grant Agreement Reference Number
[ ] Funding Source Type (Federal, State/Local Government, Private Foundation, Corporate Sponsor)
[ ] Executed Grant Agreement PDF
[ ] Summary of Key Terms and Conditions
[ ] Authorized Official Approval

--- FUND DISBURSEMENT & BUDGET MANAGEMENT ---
[ ] Budget Line Item Name
[ ] Allocated Fund Amount
[ ] Total Amount Disbursed to Date
[ ] Last Disbursement Date
[ ] Disbursement Status (Pending, Approved, Disbursed, Completed)
[ ] Proof of Transaction/Receipt
[ ] Budget Variance Explanation
[ ] Financial Officer Approval

--- COMPLIANCE & REPORTING MILESTONES ---
[ ] Next Reporting Deadline
[ ] Report Type (Quarterly Progress Report, Annual Performance Report, Financial Statement, Final Closeout Report)
[ ] Compliance Requirements Met (Financial Audit Completed, Programmatic Milestones Achieved, Regulatory Documentation Filed, Sub-recipient Monitoring Performed)
[ ] Summary of Compliance Progress
[ ] Supporting Compliance Documentation
[ ] Compliance Officer Verification

--- MONITORING & PERFORMANCE EVALUATION ---
[ ] Evaluation Period Start Date
[ ] Evaluation Period End Date
[ ] Percentage of Program Milestones Achieved
[ ] Performance Rating (Exceeding Expectations, Meeting Expectations, Below Expectations, Critical Failure)
[ ] Key Achievements & Impact Summary
[ ] Identified Risk Factors (Budget Overrun, Timeline Delay, Resource Shortage, Compliance Issue, None)
[ ] Supporting Performance Evidence (Reports/Photos)
[ ] Program Manager Verification

--- AUDIT READINESS & RECORD KEEPING ---
[ ] Last Audit Review Date
[ ] Financial Receipts and Invoices Archive
[ ] Compliance Documents Verified (Grant Agreement, Budget Amendments, Payroll Records, Vendor Contracts, Meeting Minutes)
[ ] Audit Findings and Remediation Notes
[ ] Compliance Officer Verification

--- GRANT CLOSEOUT & POST-AWARD ASSESSMENT ---
[ ] Final Report Submission Date
[ ] Grant Status (Completed, Closed - Pending Final Audit, Closed - Fully Reconciled)
[ ] Post-Award Lessons Learned
[ ] Final Deliverables Verified (Financial Report, Impact Statement, Asset Inventory List, Final Performance Metrics)
[ ] Final Grant Report Document
[ ] Program Manager Approval

--- END OF TEMPLATE ---
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