Award Setup Worksheet
TLDR
The data you enter in the first week of a grant award determines how easy or difficult compliance management will be for the entire grant period. This worksheet ensures nothing critical is missed: project period, approved budget by category (not just the total), restriction type, complete reporting schedule, funder contacts, prior approval requirements, special conditions, and the accounting system code that links expenditure tracking to the award record.
Instructions
Complete this worksheet immediately upon receiving the Notice of Award or grant agreement. Do not begin spending until Sections 1–4 are complete and entered into your grant management system.
Source documents for each section are noted. Use the actual award documents — not the application or informal notification — for all dates and budget figures.
Section 1: Award Basics
Source: Notice of Award / Award Letter
| Field | Value | Source |
|---|---|---|
| Grant name | Award letter | |
| Funder / Awarding agency | Award letter | |
| Award number / Grant ID | Award letter | |
| Federal CFDA/Assistance Listing number | Notice of Award (federal only) | |
| Award date | Notice of Award | |
| Project period start date | Notice of Award (use exact date) | |
| Project period end date | Notice of Award (use exact date) | |
| Total award amount | Notice of Award | |
| Federal share | Notice of Award (federal grants) | |
| Non-federal share required | Notice of Award | |
| Award type | Direct federal / Federal pass-through / Private foundation / State / Corporate |
Important: The project period start date may differ from the award date. Use the authorized start date from the Notice of Award, not the date you received the letter.
Award Setup Worksheet
A worksheet for capturing all critical award information in the first week of a new grant: project period, award amount, budget by category, restriction type, reporting schedule, key contacts, and special conditions. Delivered by email.
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