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Federal Grant Management Lifecycle Checklist (Uniform Guidance)

Covers pre-award, financial management, procurement, and closeout requirements for administering federal grant awards under 2 CFR Part 200.

2 CFR 200Uniform Guidance

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Pre-Award & Registration

  • Does the entity maintain an active registration in SAM.gov with a current Unique Entity ID (UEI)? *
  • Has a risk evaluation of the applicant's ability to manage the award been completed by the awarding agency prior to award? *
  • Are all federal award terms and conditions (assistance listing number, period of performance, budget) documented? *

Financial Management System

  • Does the financial system identify all federal awards by Assistance Listing number and award year? *
  • Are accurate, current, and complete records of the financial results of each award maintained? *
  • Are effective internal controls in place providing reasonable assurance of compliance? *
  • Is a written cash management procedure in place to minimize time between draw-down and disbursement? *
  • Are federal funds held in interest-bearing accounts, with interest over $500/year remitted to HHS PMS? *

Allowable Costs & Cost Principles

  • Are costs charged to the award necessary, reasonable, and allocable to the federal award? *
  • Is time-and-effort / payroll certification documentation maintained for personnel charged to awards? *
  • Is a negotiated indirect cost rate agreement (NICRA) or the 10% de minimis rate applied and documented? *

Procurement Under Federal Awards

  • Are documented procurement procedures maintained that conform to 2 CFR 200.317 through 200.327? *
  • Is a written conflict-of-interest policy governing employees engaged in procurement in place? *
  • Are the correct procurement methods applied based on the micro-purchase and simplified acquisition thresholds? *
  • Is documentation of cost/price analysis retained for procurements above the simplified acquisition threshold? *

Subrecipient Monitoring

  • Are pass-through disclosures (subaward identifiers, indirect rate, R&D flag) provided at the time of subaward? *
  • Is a risk assessment of each subrecipient performed to determine appropriate monitoring? *
  • Are subrecipient single audit reports obtained and findings followed up within six months? *

Reporting & Closeout

  • Are required financial and performance reports submitted on the schedule set by the awarding agency? *
  • Is closeout completed and final reports submitted no later than 120 days after the end of the period of performance? *
  • Are records retained for at least three years from the date of final expenditure report submission? *

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