Application Control Tool
Build one complete, reviewable application file
Use the funder's current instructions as the controlling checklist, then track ownership, version, approval, and submission evidence for every item.
Opportunity control record
| Funder / program | Opportunity number | ||
|---|---|---|---|
| Applicant legal name | Submission deadline / zone | ||
| Portal and account owner | Authorized submitter | ||
| Request amount | Internal approval date |
Requirements and eligibility
- Current notice, RFP, or application instructions saved
- Applicant, geography, activity, amount, and timing verified
- Registrations and portal roles active
- Go/No-Go decision documented
Narrative and workplan
- Need, approach, population, and outcomes aligned
- Objectives, activities, owners, dates, and evidence defined
- Page, word, format, and attachment limits checked
- Claims supported by authorized sources
Budget and financials
- Budget matches the narrative and workplan
- Calculations and cost assumptions checked
- Match, indirect cost, and allowability rules verified
- Required financial statements and approvals included
Organization attachments
- Formation, tax, governance, and good-standing records
- Policies, board list, resumes, and partner documents
- Letters, certifications, assurances, and disclosures
- File names and versions follow one standard
Quality control
- Eligibility, compliance, financial, and editorial reviews complete
- Cross-document names, dates, numbers, and totals agree
- All required signatures and authorizations obtained
- Final red-team review and exception log complete
Submission and records
- Portal validation completed before the deadline
- Authorized person submits the approved package
- Confirmation number, timestamp, and final files retained
- Follow-up, decision, and records-retention tasks assigned
Control rule: this checklist supplements but never replaces the funder's current instructions, portal validations, or authorized review. A draft is not submitted until the destination confirms receipt.