The following resources below highlight recommended types of documentation that recipients should maintain in their grant file (electronic or hard copy) throughout the grant management life cycle.

Click play on the video below to hear more! 

Video Transcript

Helpful Resources:

• Grant File Documentation & Recordkeeping Resource Tool - A tool that details the documents, forms, reports, and other documentation that may be in a recipient’s Grant File. 


• Grant File Documentation and Recordkeeping - OneNote Template - A OneNote template for recipients to use to document and track their own grant file documents, forms, reports, etc. (Please note: This file requires Microsoft OneNote, which may be downloaded for free here: Microsoft OneNote. Click here for a PDF version).


• Grant File Documentation and Recordkeeping Checklist - A checklist for recipients to use to track their grant file documentation.