Missing a written policy? Start with an editable template.
Seven policy templates, supporting forms and a binder index for nonprofits with federal awards, plus the full Preparation Workbook to work through your records. Adapt the policies to how you work, then review them with your adviser.
Secure checkout by Stripe · Preparation Workbook included · editable Word files · 14-day no-questions refund
“Can we see your written procurement policy?”
Auditors ask for written policies, not descriptions of what you usually do. A blank page is a hard place to start.
The Kit gives you a structured starting point for each policy, organized by the section of 2 CFR 200 it addresses, with the decisions that are yours clearly marked.
Written where auditors look, editable where you need it.
Each policy has a purpose, scope, roles, procedures, records, a review cycle and the evidence it generates for the binder. A bracketed field marks every decision that’s yours and every value that changes over time.
Financial management and internal control
Award identification, ledger tracking by award, segregation of duties, reconciliations, reporting, retention.
Cost allowability, allocation and indirect cost
The seven-part allowability test, allocation bases, the indirect cost basis, unallowable-cost accounts, prior approvals.
Cash management, drawdowns and program income
Payment basis by award, reimbursement and advance procedures, monthly reconciliation, program income.
Procurement, conflict of interest and exclusion checks
Threshold table with confirmation dates, procedures by category, contract provisions, SAM.gov checks.
Time and effort
Contemporaneous records, payroll tie-out, after-the-fact review and the one-page certification form.
Subrecipient monitoring
Subrecipient-versus-contractor determination, subaward checklist, risk assessment, monitoring as it happens.
Equipment and property
Inventory fields, physical inventory cycle, use, disposition and residual supplies.
Grant closeout
Twenty-six items from before the award ends through records retention after closeout.
The binder index
Seventeen tabs, each with its governing policy, the evidence that belongs there and a maintenance rhythm.
The Preparation Workbook
The two-page checklist, 31 one-page worksheets and four trackers that show which records exist and which are missing.
Nine documents to adapt, plus the full Workbook.
- Seven written-policy templates organized by 2 CFR 200 section, each pointing to the official text
- Every threshold, rate and deadline is a bracketed field with its official-source pointer
- Time-and-effort certification form and grant closeout checklist
- Binder index: 17 tabs mapped to policies and evidence
- The Single Audit Preparation Workbook: the checklist, 31 worksheets and four trackers
- Edition 1 buyers receive any revised edition at no charge
For a named gap, not a blank slate.
A good fit if
- You’ve found a missing policy or form
- Someone on your team can adapt it
- You can arrange review by your CPA or counsel before adoption
- You want the policies and the preparation method in one set
Look elsewhere if
- You only need the preparation method, not written policies. The Preparation Workbook is sold on its own.
- No one has time to do the work. See the Audit-Prep Sprint.
Answered straight.
Are the policies ready to adopt as-is?
No template is. Each one has bracketed fields for your organization’s names, thresholds, frequencies and choices, and a note on which official source to confirm before you fill it in.
Why are the thresholds blank?
Because they change, and a template that states last year’s number as fact is worse than one that makes you look it up. Every threshold field names the section of 2 CFR 200 to check.
What doesn’t it do?
A written template doesn’t establish how your organization operates or resolve a prior finding. Thresholds, rates and deadlines are fields to confirm, not statements of current fact. Have your CPA or counsel review each policy before adoption. Buying the Kit doesn’t create a client, advisory or professional relationship.
What format is it?
One combined PDF for reading, a Word file for each of the nine documents so you can edit them, and the Preparation Workbook PDF. Delivered as a single zip file.
What is the refund policy?
Fourteen days, no questions. Reply to your receipt or email billing@auditreadygrants.com from the purchase address.
Can we share it inside our organization?
Yes. One purchase covers one organization’s internal use, including its board and advisers. Please don’t redistribute or resell it.
Templates, not advice. Audit Ready Grants is not a CPA firm and does not perform audits or provide accounting, legal, tax or compliance advice.
Ready to put it in writing?
$299, one time. Instant download. 14-day refund.