Form needed during the GRANT APPLICATION PROCESS:

Application Budget Form Spreadsheet – This budget form is only to be submitted with the application or if a revised budget is required as a contingency of the grant agreement.

Forms needed for GRANT MANAGEMENT:

Status Report Forms – Select the form from this link that matches your grant program. Complete this form for any required status reports listed in your grant agreement. You will also need to complete a Status Report Budget Form Spreadsheet. When completed, submit both forms using the Trust’s online grant portal listed in your grant agreement.

Grant Revision Request – Grant revisions are to document approved changes in the project using the following steps.

  • Contact the grant’s program officer prior to submitting any of these grant revision request form(s).
  • Complete the Grant Revision Request Form to make changes to an approved grant project including but not limited to change of project officer, timeline, scope of work, and budget (new budget line item or >10% budget category (e.g., contractual or supplies)).
  • If you are requesting a revision to the approved grant budget(new budget line item or >10% budget category (e.g., contractual or supplies), complete a Grant Budget Revision Request Spreadsheet.
  • Email completed form(s) to the grant’s program officer.

Forms needed when CLOSING OUT A GRANT:

Final Report Forms – Select the form from this link that matches your grant program. Complete this form at the end of your project as outlined in your grant agreement or modified through any approved revision requests. You will also need to complete a Final Report Budget Form Spreadsheet. When completed, submit both forms using the Trust’s online grant portal listed in your grant agreement.

Other Important Documents and Forms:

Indirect and Fringe Benefits Guidance Policy – This is document provides definitions, guidance, and policy for your application and the management of your award.