External Reviewer Access Policy Template
TLDR
When auditors, funders, or government program officers need access to your grant records, you need a policy that defines who can grant that access, what scope is appropriate for each reviewer type, how long access lasts, and who is responsible for verifying that access has ended. This template provides that policy framework.
How to Use This Template
This template provides the policy structure. You will need to fill in specific details for your organization: the names of responsible staff, the approval thresholds, and the access mechanism your organization uses (the GrantPipe Auditor & Funder Portal, a shared folder, or another method).
After completing the template, have it reviewed by your Finance Director and Executive Director. If your organization has a board oversight committee for finance or compliance, that committee should approve the policy. File the approved policy with your organizational governance documents and include it in your compliance binder.
Review this policy annually, or whenever your access management tools or procedures change.
[ORGANIZATION NAME] External Reviewer Access Policy
Policy Name: External Reviewer Access to Grant Records
Effective Date: [DATE]
Last Reviewed: [DATE]
Policy Owner: [Finance Director / Chief Financial Officer / Grants Manager]
Approved By: [Executive Director / Finance Committee / Board]
External Reviewer Access Policy Template
A policy template for governing how your organization grants, monitors, and revokes external access to grant records for auditors, funders, and other authorized reviewers. Delivered by email.
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