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ABS Consulting Services

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Grant Readiness Questionnaire

Please complete the following as best as possible for the best possible service. Feel free to reach out if you have any questions! Thank you.

Basic Information

Business Address

SECTION 1 — Organizational Foundation

1. Mission & Vision

2. Founding Documents

Do you have Articles of Incorporation? (Yes/No/Not sure)
Do you have organizational bylaws? (Yes/No/Not sure)

3. Nonprofit Status

Are you a registered 501(c)(3)? (Yes/No/Not applicable)
Are you currently registered and in good standing with the Louisiana Secretary of State? (Yes/No/Unsure)

4. Federal Identification

Are you aware of any issues with your IRS status? (Yes/No/Unsure)

SECTION 2 — Financial Readiness

5. Budget & Financials

Do you have a current annual operating budget? (Yes/No)

6. Financial Statements

Do you have a Balance Sheet? (Yes/No)
Do you have a Profit/Loss or Income Statement? (Yes/No)
Do you have a Cash Flow Statement? (Yes/No)

7. Banking

Do you have a separate bank account under the organization’s name? (Yes/No)

8. Policies & Controls

Do you have written financial internal controls or policies? (Yes/No)
Do you require dual signatures or approvals for major expenses? (Yes/No)

9. Compliance

Have you completed an audit or CPA financial review? (Yes/No/Not required)
Have you filed your most recent 990 or 990-EZ? (Yes/No/Not applicable)

SECTION 3 — Program Readiness

10. Programs & Services

11. Goals & Outcomes

12. Data Collection

Do you currently collect attendance, surveys, or impact data? (Yes/No)

13. Community Need

Do you have any statistics, reports, or local data supporting this need? (Yes/No – please describe)

14. Partnerships

Do you have any partnerships or MOUs? (Yes/No)

SECTION 4 — Governance & Leadership

15. Board of Directors

16. Governance Documentation

Do you keep regular board meeting minutes? (Yes/No)
Do you have a Conflict of Interest Policy? (Yes/No)
Do board members sign the policy annually? (Yes/No)

17. Strategic Planning

Do you have a strategic plan? (Yes/No)

18. Grant Infrastructure

Do you maintain a calendar of grant deadlines? (Yes/No)

19. Capability & Documentation

Do you have a capability statement? (Yes/No)
Do you have a folder containing documents typically required for grants (EIN letter, bylaws, budget, etc.)? (Yes/No)

20. Federal Readiness

Are you registered in SAM.gov? (Yes/No/Unsure)
Do you have a UEI (Unique Entity ID)? (Yes/No/Unsure)

SECTION 6 — Sustainability & Capacity

21. Funding

What are your current funding sources? (Check all that apply)
Do you have a fundraising or sustainability plan? (Yes/No)

22. Branding & Storytelling

Do you have a professional logo and branding materials? (Yes/No)

23. Staffing & Volunteers

Do you have staff or volunteers? (Staff/Volunteers/Both/None)
Do you have a training or onboarding process? (Yes/No)

FINAL SECTION — Additional Information

Thank you for your business and partnership!

Thank you for trusting ABS with your grant needs. We promise to give you the best quality service, provide answers to your questions, and fully support your mission forward. 
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