Respond to a disallowed cost Prompt
Prompt
[FUNDER NAME] has questioned or disallowed this cost: FINDING: [PASTE THE FUNDER'S FINDING OR EMAIL] EXPENSE DETAILS: [PASTE] WHAT HAPPENED: [PASTE OUR TEAM'S EXPLANATION] OUR POSITION: [WE AGREE IT'S UNALLOWABLE / WE BELIEVE IT IS ALLOWABLE BECAUSE...] Draft: 1. A response to the funder (under 250 words). - If we agree: acknowledge it, state how we've corrected it (for example, moved to unrestricted funds), and give the date. - If we disagree: explain respectfully why, citing the specific grant terms or approvals I provide. Do not cite rules I haven't given you. 2. A corrective action plan: what caused the error and what process change prevents it (for example, a grant-code check before purchases are approved). Include an owner and date for each step, using [BRACKETS]. 3. A one-paragraph internal summary for our executive director. GRANT TERMS OR APPROVALS THAT APPLY: [PASTE OR "NONE"]
Watch out for
Risks: AI can misapply funder rules or make math errors, and it only knows what you paste. Control: Your finance lead checks every total against the general ledger and makes all allowability and submission decisions.
Used by
Finance TeamsExecutives