Prepare a grant progress submission
Connect grant spending with documented activities and milestones so program and finance owners can review a supported submission.
- Starts with
- A grant reporting milestone approaches or a reviewer requests supporting evidence.
- Who decides
- Program and finance owners verify accomplishments, costs, certifications, and authorization to submit.
- Output
- Draft progress submission; Spending and activity reconciliation; Evidence register
- Inputs
- Notice of Award and amendments — The actual award’s reporting period, required measures, deliverables and approved amendments that govern the submission.
- Grant ledger — Financial records coded to the grant and reporting period, with transaction references and totals for reconciliation.
- Program activity records — Documented activities, milestones and accomplishments that support the progress claimed for the reporting period.
- Award reporting templates — The funder’s required fields, attachments and certification instructions for this award and submission type.
A grant submission grounded in award evidence
Connect grant spending with documented activities and milestones so program and finance owners can review a supported submission.
Configure and validate this starting point around your sources, permissions, and review responsibilities before implementation.
- 01Agent preparation
Read the award requirements
Extract the period, required fields, and deliverables from the actual award terms.
- 02Agent preparation
Link spending and activity
Reconcile permitted financial records with documented activities and milestones.
- 03Agent preparation
Identify unsupported claims
Flag missing evidence, inconsistent totals, and unsupported progress claims.
Program and finance owners verify accomplishments, costs, certifications, and authorization to submit.
What the team receives
- Draft progress submission
- A response to the award’s required reporting fields, with documented accomplishments separated from unsupported or incomplete claims.
- Spending and activity reconciliation
- Grant financial totals compared with the relevant activities and milestones, with inconsistent amounts or missing support flagged for review.
- Evidence register
- Source references for reported figures and accomplishments, outstanding exceptions and the owners responsible for resolving them before certification.
Scope this workflow around your operation.
The organization administers an active grant with authoritative award instructions and an accountable certifying owner. HRSA is the researched example; other funders require an adapted checklist.