Section 1: Organizational Capacity (Weight: 20%)

Leadership Support & Written Policies: Responsibilities, documented policies, and executive oversight are clearly established and consistently applied across our grant operations.

Staffing & Training: Teams receive ongoing training on post-award compliance rules, cost allowability, and risk identification across active awards.

Grant Management Policies: Grant management policies and procedures are documents, and consistently applied.

Section 2:  Regulatory & Award Compliance (Weight: 20%)

Multi-Funder Alignment: Our team effectively interprets and applies federal regulations (2 CFR 200), agency rules, state mandates, or donor terms across our portfolio.

Cost Allowability & Allocation: Personnel charges, indirect rates, and direct cost allocations are consistently documented and audit-ready.

Section 3: Financial Management & Internal Controls (Weight: 20%)

Financial Controls: Strong internal financial controls, including around time & effort and/or indirect costs, are in place to prevent unallowable costs, financial mismanagement, or budget misallocations.

General Ledger Integrity: Multi-fund budgets and grant revenues are accurately reconciled, properly coded, and supported by adequate financial records.

Section 4: Subrecipient & Risk Oversight (Weight: 15%)

Subrecipient & Partner Governance: Structured risk-assessment tools and monitoring protocols are used to oversee subrecipients, pass-through entities, or international and/or regional partners.

Section 5: Programmatic & Audit Readiness (Weight: 15%)

Performance & Close-Outs: Systems are in place to track project milestones, deliverables, and record retention to ensure seamless award close-outs.

Audit Readiness & CAP Resolution: Processes exist to proactively sample grant files, support audits, and deploy Corrective Action Plans (CAPs) for any findings.

Section 6: Technology and Systems (Weight: 10%)

Systems & Emerging Tools: Grant management software and emerging digital tools (including AI or tracking dashboards) are governed by clear internal guidelines and data controls.