01 / Sources & deadlines
Grant notice review
Keep the full notice and referenced instructions with this inventory. Add more source records as needed.
Organization / proposed project
Reviewer / date
Opportunity title and number / agency
Source inventory
| ID / document / stated version | Official URL / saved file location | Retrieved / reviewed |
|---|---|---|
| S1 | ||
| S2 | ||
| S3 | ||
| S4 | ||
| S5 |
Official dates — keep separate from your planning dates
| Stage / event | Date | Time / time zone | Source ID / page / section |
|---|---|---|---|
Review prompts
Check an area after reading its governing instructions. These prompts are not a complete requirement list.
Applicant eligibility & project scope
Attachments & format limits
Dates, stages & registrations
Submission steps & current forms
Budget, cost sharing & restrictions
Review criteria & requested evidence
Missing sources / unresolved questions / next step
Official update location / designated agency contact
Next source check / owner
02 / Requirement records · copy this page as needed
Evidence beside the work
Keep conditions with the excerpt. Source review and task completion are separate checks.
Opportunity number / source set version
Additional sheet number
Requirement record
Item ID: ______________ Category: __________________Exact source excerpt
Source ID / version / PDF page / printed page or section (imported lines separately)
Condition, exception or related instruction to keep with this item
Why it applies / why it does not / question still unresolved
Owner
Internal planning date (not official deadline)
Next action / location of completion evidence
Needs source reviewSource reviewedAction completedReviewer / date: __________________
Requirement record
Item ID: ______________ Category: __________________Exact source excerpt
Source ID / version / PDF page / printed page or section (imported lines separately)
Condition, exception or related instruction to keep with this item
Why it applies / why it does not / question still unresolved
Owner
Internal planning date (not official deadline)
Next action / location of completion evidence
Needs source reviewSource reviewedAction completedReviewer / date: __________________
03 / Amendment & handoff · copy this page as needed
What changed, and what follows
Keep both versions. Recheck decisions affected by a changed definition or condition, even if their own excerpt is unchanged.
Opportunity number / amendment ID or title
Reviewed by / date
Version pair
Previous source / version / saved location
New source / version / official URL / retrieved date
Old excerpt / page / section
New excerpt / page / section
Effect on the application and working plan
Affected item IDs / dependencies / interpretation to recheck
Decision / reason / unresolved question
Next action / owner
Internal planning date
Needs recheckDecision reviewed against new sourceAction completed
Version handoff
Prior source and notes preserved
New tasks and dependencies assigned
Current project and comparison saved
Old calendar entries and exports checked
Current official package and forms checked
Open questions and next source check recorded
Submission record, when applicable
Keep actual submission evidence separate from checklist review. Follow the agency’s instructions for any correction or resubmission.
Tracking number / observed status / observation date
Saved receipt and submitted package location / contents checked by
Next follow-up / owner
Date