Grant Writing & Management Services

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CFO Plus, LLC provides professional grant writing and management services to help organizations identify funding opportunities, develop competitive proposals, and ensure compliance with grant requirements. This Scope of Work outlines the services to be provided, deliverables, and expectations for grant-related engagements.

OBJECTIVE

The objective of this engagement is to assist the client in securing grant funding and managing awarded grants efficiently. Services will focus on proposal development, budget preparation, compliance oversight, financial reporting, and grant administration to maximize funding impact.

SERVICES PROVIDED

The following services will be performed by CFO Plus, LLC:

    1. Research and identify relevant grant opportunities from federal, state, and private sources.

    2. Evaluate eligibility criteria, funding priorities, and feasibility of application.

    3. Provide recommendations on suitable grant opportunities based on client needs and objectives.

    1. Prepare and submit grant applications, including narratives, budgets, and required documentation.

    2. Develop compelling, data-driven proposals tailored to funders’ priorities.

    3. Coordinate with client stakeholders to gather necessary information and supporting materials.

    4. Ensure compliance with grant guidelines, formatting, and submission requirementsManage deadlines and track application statuses.

    1. Develop detailed grant budgets aligned with funding agency requirements.

    2. Ensure accurate cost allocations and compliance with allowable expenses.

    3. Provide financial projections to support grant sustainability.

    1. Assist in the implementation and administration of awarded grants.

    2. Ensure adherence to grant terms and conditions, including allowable expenses and reporting timelines.

    3. Maintain documentation and records for audit readiness.

    4. Provide guidance on procurement and cost principles as required by funders.

    1. Prepare financial and programmatic reports for grantors, ensuring accuracy and compliance.

    2. Track grant expenditures against budgeted allocations.

    3. Develop performance metrics and impact assessments to measure grant effectiveness.

    4. Assist with grant audits and site visits as required.

TIMELINE

The timeline for each grant application or management engagement will vary based on funding deadlines and grantor requirements. CFO Plus, LLC will coordinate with the client to establish key milestones and submission timelines.

DELIVERABLES

  • Comprehensive list of funding opportunities.

  • Completed grant applications and submission reports.

  • Detailed grant budgets and financial projections.

  • Compliance tracking reports and documentation.

  • Grant performance reports and impact assessments.

  • Audit-ready financial records and expenditure reports.

 ROLES & RESPONSIBILITIES

  • CFO Plus, LLC: Responsible for researching, writing, managing, and ensuring compliance of grant applications and awarded grants.

  • Client: Responsible for providing necessary information, internal approvals, and access to organizational data required for grant applications and management.

 TERMS & CONDITIONS

  • All work will be performed in accordance with applicable funding agency guidelines and industry best practices.

  • CFO Plus, LLC does not guarantee grant awards but will work to maximize the client’s chances of securing funding.

  • Any additional services beyond the agreed scope will require a separate agreement and fee structure.