Grant Rescue & Recovery

New Client Application - Grant Rescue & Recovery
The Grant Rescue & Recovery service supports clients facing challenges with a specific grant by analyzing current activities, identifying performance gaps, and delivering a tailored recovery plan. Boyd Grants conducts an initial review of core documents and reports, followed by a phased assessment to pinpoint issues and suggest solutions. Clients independently implement the plan, with guidance and follow-up meetings available.

Please answer the questions below to help Boyd Grants learn about your organization. The information you provide here will help Boyd Grants evaluate whether we can help your organization at this time.
Organization Information
Organization Name*
Primary Contact Name*

First NameLast Name
Email Address*
example@example.com
Organization Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Organization Type (e.g., Nonprofit, Municipality, Higher Education, etc.)*
Briefly describe your organization’s mission and key focus areas:*
Current Grant Management Processes
Does your organization currently have active grant funding?*

YesNo
If yes, how many active grants do you manage?
What type(s) of grants are you managing? *
(e.g., federal, state, private foundation, etc.)
Do you currently have a designated grant manager or similar role?*

YesNo
If yes, please provide the title of the person responsible.
Briefly describe your current grant management processes (if any):*
Examples: Tracking expenses, reporting schedules, staff training, etc.
Challenges with Current Grant
Which specific grant are you seeking assistance with?*
(e.g., name, funding source):
What challenges are you currently facing with this grant? *
(e.g., compliance issues, reporting delays, budget management)
What performance gaps have you identified or suspect exist?*
Are there any specific deadlines or immediate concerns related to this grant?*
Goals for Rescue & Recovery
What specific outcomes do you hope to achieve through the Rescue & Recovery service?*
(e.g., name, funding source):
Are there particular areas of focus you’d like Boyd Grants to address?*
(e.g., reporting compliance, budget reconciliation, communication with the funder):
Do you have any past correspondence or feedback from the funder regarding the grant?*

YesNo
If yes, please provide a brief summary or attach key documents.*
(e.g., reporting compliance, budget reconciliation, communication with the funder):
Key Documents

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Engagement Readiness
Can your organization commit to assigning a Project Director/Primary Contact to act as the liaison for this engagement?*

YesNo
Will your organization provide Boyd Grants with access to core documents such as RFPs, proposals, contracts, and budgets?*

YesNo
Are you open to Boyd Grants conducting a full assessment of current grant-related activities and processes?*

YesNo
Pre-Engagement Documentation
Do you have any of the following resources ready to share with Boyd Grants? (Select all that apply):*

Grant Application or ProposalAward ContractReporting History or Reports SubmittedBudget DocumentsCorrespondence with the Funder
Are there other relevant documents Boyd Grants should review?*

YesNo
If yes, upload them here:

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Scheduling and Commitment
Do you have any scheduling constraints for the phased assessment and follow-up meetings?*
(e.g., reporting compliance, budget reconciliation, communication with the funder):
Are there key personnel who need to be involved in these meetings?*

YesNo
If yes, please list their roles:
Additional Information
Is there anything else we should know about your organization, grant, or challenges before beginning the engagement?*
Working with Boyd Grants
Boyd Grants complies with the ethical standards set forth by the Grant Professionals Association and will not accept a percentage of a grant award as compensation for grant writing. Payment for grant services must be made from other revenue sources your organization has secured. Will this payment structure work for your organization?*

YesNo
GPA Code of Ethics
What questions do you have for us?*
How did you hear about us?*
Acknowledgment
By submitting this intake form, I confirm that my organization understands the scope and requirements of the Grant Rescue & Recovery service and is ready to proceed with the engagement as outlined.
What Happens Next
Boyd Grants will review your application and be in touch with you within a few days to discuss next steps.
Please verify that you are human*
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New Client Application - Grant Rescue & Recovery

Organization Information

Current Grant Management Processes

Challenges with Current Grant

Goals for Rescue & Recovery

Engagement Readiness

Pre-Engagement Documentation

Scheduling and Commitment

Additional Information

Working with Boyd Grants

Acknowledgment

What Happens Next