Turn a grant agreement into a compliance summary and reporting calendar Prompt
Prompt
Read the grant agreement below and build a compliance summary for our finance team. Extract only what the agreement says. Do not add requirements from general knowledge. For each item, quote or cite the section it comes from. 1. Grant basics: funder, grant number, amount, grant period, payment schedule. 2. Reporting calendar: every financial and narrative report, with due date, period covered, and format required. List in date order. 3. Allowable and unallowable costs: anything the agreement says the money can or cannot be used for, including any indirect cost rate or cap. 4. Budget rules: how much we can move between budget lines without approval, and how to request a change. 5. Match or cost-share requirements, with amounts and documentation required. 6. Other obligations: audit requirements, record retention period, acknowledgment/publicity rules, required approvals, reasons the funder can reduce or recover funds. 7. Anything unclear or unusual that our team should ask the funder about. Then give me the reporting calendar again as a simple table I can paste into a spreadsheet: Due date | Report | Period covered | Section. If the agreement doesn't address one of these topics, write "Not addressed in agreement." GRANT AGREEMENT: [PASTE THE AGREEMENT TEXT]
Watch out for
Control: Check every date and dollar amount against the agreement before it goes into your calendar.
Used by
Finance TeamsExecutives