Free Checklists, Templates, and Scorecards

A fill-in template for writing a no-cost extension request, including justification section, spend-down projection, work plan for the extension period, and submission checklist by agency type.

A practical restricted fund tracking spreadsheet template with setup instructions, monthly update process, and guidance on when the spreadsheet is no longer sufficient.

A worksheet for calculating when and how restrictions are released: fund name, restriction type, release conditions, eligible expenses to date, amount releasable, documentation required, and journal entry reference - with ASC 958 release-from-restriction guidance.

A structured worksheet for preparing the Schedule of Expenditures of Federal Awards (SEFA) - award-by-award data collection, common error checks, and a pre-audit reconciliation checklist.

A line-by-line walkthrough of the SF-425 Federal Financial Report - what each field means, where to get the data, common mistakes, and a pre-submission reconciliation checklist.

A 90-day countdown timeline for single audit preparation - working backward from fiscal year end with specific tasks at each milestone.

A checklist of all required and recommended provisions for subrecipient agreements under 2 CFR 200.332(a) - with brief explanations of each requirement.

A complete subrecipient monitoring checklist covering pre-award risk assessment, agreement requirements, ongoing monitoring, and documentation - organized for the pass-through entity.

A 2 CFR 200.430-compliant effort reporting template for nonprofits with federal grants - covering personnel cost documentation, certification requirements, multi-source allocation, and a pre-audit documentation checklist.