Monthly Scope of Work for Retainers
Date
*
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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:
Hour
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Minutes
AM
PM
AM/PM Option
Organizational Name
*
Organizational Contact Name
*
Retainer Type
*
Package A-10 hours
Package B-15 hours
Package C-30 hours
Customized Retainer Agreement
Suggested Activities
Up to 10, 15, or 30 hours per month towards (examples):
Choose a suggested activity, if applicable
Capacity building (board recruitment, development, foundational documentation, compliance, etc.)
Development of marketing materials
Document creation
FL: Central Florida Foundation Account Setup or Evaluation
FL: Sunbiz (Officer updates, annual reports, etc.)
General research on a grant/nonprofit topic
Foundation grant writing*
Grant Database
Grant finding
Grant management
Guidestar Setup/Editing
Health Promotion
Marketing
Mission and Vision Statement Development
Other related consultation as agreed upon
Program Design Consultation
Program management
Project Management Software
Recruitment and retention planning
SAM, Grants.gov, ErA Commons Account Setup
Social Media
Technical assistance (problem-solving)
Training (ask us)
Training and education
Other
General description of the Scope of Work for this month. This is for planning purposes and is subject to change. Scope of work assigned to the month shown in the date above:
*
Ex: This month we will work on grant finding, drafting an LOI for XYZ Foundation, and attending a webinar on the 123 grant opportunity.
I understand:
*
I understand that work will not begin for this month until this document is complete and filed.
I understand:
*
*Retainers typically allow work on grants under $25K. May include contract proposals. Federal Grants and other grants requiring larger time commitments are generally excluded.
I understand:
*
**If there is an ongoing project (grant writing, technical assistance, capacity building), calls related to that project are unlimited. 30-minute calls are for consultations unrelated to the primary or main project for the month. All projects and work must be agreed upon in writing each month.
Signature of authorized personnel
*
Please enter your email address to receive a copy of this form.
example@example.com
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