Checklist for Grant Winners and Project Directors

1. Submit copies of all paperwork received from grant maker to the Office of Corporation & Foundation Relations and the Business Office. This includes official notification of acceptance, financial forms, and signature pages.
2. Follow all instructions received from the grant maker.
3. List report deadlines on your calendar.
4. Contact the Internal Auditor in the Business Office to discuss procedures and set up financial accounts for the new project. See also:
      Government Grants Administration Procedures (PDF)
      Non-government Grants Administration Procedures (PDF)
5. Direct the project as outlined in the proposal and/or approved by the grant maker.
   
   • Work closely with Business Office personnel to facilitate financial transactions especially with government grant makers.
   • Keep receipts, enter expenditures in a spreadsheet, and cross check with business office accounting on a regular basis.
6. Contact the Director of Corporation & Foundation Relations regarding grant maker approval of any necessary project revisions.
7. Complete all narrative and financial reports and submit on a timely basis as required by grantor.