Grant Performance Office
Grant PerformanceOffice
A print-ready guide for surfacing documentation gaps before close-out pressure becomes urgent.
Resource
Grant Close-Out Readiness Checklist
Best used when
A grant is approaching final reporting, close-out, donor review, or audit-sensitive archiving.
Grant Close-Out Readiness Checklist
Use this checklist to make final reporting requirements, reconciliations, partner documentation, and audit trail control visible before the last stage compounds pressure.
Final reporting requirements
- Final narrative scope confirmed
- Final financial report requirements confirmed
- Close-out annexes and certificates identified
Financial reconciliation
- Final ledger close completed
- Variances explained and signed off
- Cost-share or co-funding requirements reconciled where relevant
Partner documentation
- Subrecipient reporting received
- Outstanding partner documentation identified
- Final partner issues escalated before donor deadline pressure rises
Asset and procurement records
- Asset registers updated
- Procurement files complete and retrievable
- Disposition or handover requirements identified
Evidence and audit trail
- Deliverable evidence archived
- Final approval trail stored
- Retention requirements recorded with owner and location
Final control check
- Named final reviewer assigned
- Submission packaging tested
- Post-close-out follow-up owner named
If multiple boxes remain unresolved in the final month, the close-out burden is usually a workflow and control problem rather than a documentation-only problem.