EIS Grant & RFP/RFQ Client Onboarding Checklist
Welcome! Please complete this onboarding checklist to help us prepare for your grant or RFP/RFQ engagement. Follow the steps below and upload required documents as indicated.
Welcome to the EIS Grant & RFP/RFQ Client Onboarding Checklist. This intake will guide you through the information and document requirements needed to initiate your engagement. Please proceed through each section and upload documents as indicated. Progress will be saved automatically, and you may return at any time.
A. Organization Information
Tell us about your organization.
Organization Legal Name
*
Organization Type
*
Please Select
Nonprofit
For-Profit
Government
Tribal Entity
Other
Primary Contact Name
*
First Name
Last Name
Primary Contact Email
*
example@example.com
Primary Contact Phone
*
Please enter a valid phone number.
Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
UEI / SAM Number
If applying for government grants, you must have an active SAM.gov registration and a Unique Entity Identifier (UEI).
DUNS Number
B. Engagement Details
Details about your engagement with EIS.
Engagement Type
*
Please Select
Grant Writing
RFP/RFQ Response
Capacity Building
Other
Opportunity Name or Description
*
Opportunity Type
*
Please Select
Federal Grant
State/Local Grant
Foundation/Private Grant
RFP
RFQ
Other
Readiness Stage
*
Please Select
Exploring Opportunity
Preparing to Apply
Application in Progress
Application Submitted
C. Project Overview
Overview of the project or program for this opportunity.
Please provide an overview of the grant/proposal you are interested in. Please include a website link, and any other information/links that will be helpful in understanding the requirements.
File Upload
Browse Files
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of
Project/Program Title
*
Statement of Need (Data-Driven)
*
Most grants require a formal "Statement of Need" supported by current statistics, research, and citations to demonstrate that the problem exists.
Brief Project/Program Description
*
Target Population(s) Served
Facility Descriptions & Addresses
Geographic Area(s) Served
Types of Technology Used for Business
Proposed Project Timeline/Gantt Chart
Proposed Project Timeline/Gantt Chart
Browse Files
Drag and drop files here
Choose a file
Cancel
of
D. Key Dates & Deadlines
Share important deadlines for this engagement.
Opportunity Release Date
-
Month
-
Day
Year
Date
Submission Deadline
*
-
Month
-
Day
Year
Date
Anticipated Award Date
-
Month
-
Day
Year
Date
E. Organization Documents Tracker (1/3)
Upload required organization documents. Set status for each item.
Organization Document Checklist
*
Rows
Status
Proof of 501(c)(3)
Not Started
In Progress
Complete
Not Applicable
Certificate of Incorporation
Not Started
In Progress
Complete
Not Applicable
Bylaws/Operating Agreement
Not Started
In Progress
Complete
Not Applicable
Board of Directors List
Not Started
In Progress
Complete
Not Applicable
Facility Documents
Not Started
In Progress
Complete
Not Applicable
Equipment Lists
Not Started
In Progress
Complete
Not Applicable
IRS Determination Letter
Not Started
In Progress
Complete
Not Applicable
Support Letters
Not Started
In Progress
Complete
Not Applicable
Letters of Commitment
Not Started
In Progress
Complete
Not Applicable
Organizational Chart
Not Started
In Progress
Complete
Not Applicable
Upload Proof of 501(c)(3)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload IRS Determination Letter
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Certificate of Incorporation
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Bylaws/Operating Agreement
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Board of Directors List
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Organizational Chart
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Letters of Commitment
Upload a File
Drag and drop files here
Choose a file
Distinct from "Support" letters, these are formal commitments from partners detailing exactly what resources (staff, space, or cash) they are contributing.
Cancel
of
Upload Facility Documents
Upload a File
Drag and drop files here
Choose a file
Proof of where the work will happen, including equipment lists or safety certifications.
Cancel
of
Upload Equipment Lists
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Support Letters
Upload a File
Drag and drop files here
Choose a file
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of
F. Financial Documents Tracker (2/3)
Upload required financial documents. Set status for each item.
Financial Document Checklist
*
Rows
Status
Most Recent Audited Financials
Not Started
In Progress
Complete
Not Applicable
Current Year Budget
Not Started
In Progress
Complete
Not Applicable
Year-to-Date Financials
Not Started
In Progress
Complete
Not Applicable
990/Tax Return
Not Started
In Progress
Complete
Not Applicable
Budgets (previous/current)
Not Started
In Progress
Complete
Not Applicable
Budget Narratives (previous/current)
Not Started
In Progress
Complete
Not Applicable
Upload Most Recent Audited Financials
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Current Year Budget
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Year-to-Date Financials
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload 990/Tax Return
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Budgets AND 3 Years of Financials (previous/current)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Budget Narratives (previous/current)
Upload a File
Drag and drop files here
Choose a file
Cancel
of
G. Attachments & Proof Tracker (3/3)
Upload additional required attachments and proof documents. Set status for each item.
Attachments & Proof Checklist
Rows
Status
Resumes/CVs of Key Staff
Not Started
In Progress
Complete
Not Applicable
Letters of Support
Not Started
In Progress
Complete
Not Applicable
MOUs/Partnership Agreements
Not Started
In Progress
Complete
Not Applicable
Logic Models (current/previous)
Not Started
In Progress
Complete
Not Applicable
Evaluation Plans (current/previous)
Not Started
In Progress
Complete
Not Applicable
Sustainability Plans (current/previous)
Not Started
In Progress
Complete
Not Applicable
Other Attachments
Not Started
In Progress
Complete
Not Applicable
Upload Resumes/CVs of Key Staff
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Letters of Support
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload MOUs/Partnership Agreements
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload Logic Models (current/previous)
Upload a File
Drag and drop files here
Choose a file
Many federal and large foundation grants require a visual diagram (a Logic Model) showing the relationships among your inputs, activities, outputs, and long-term outcomes.
Cancel
of
Upload Evaluation Plans (current/previous)
Upload a File
Drag and drop files here
Choose a file
Details the quantitative (metrics) and qualitative (interviews/surveys) methods you will use to measure success.
Cancel
of
Upload Sustainability Plans (current/previous)
Upload a File
Drag and drop files here
Choose a file
Funders almost always require a written plan explaining how the project will continue once the grant money runs out.
Cancel
of
Upload Other Attachments
Upload a File
Drag and drop files here
Choose a file
Cancel
of
H. RFP/RFQ Add-On (if applicable)
Complete this section if your engagement involves an RFP or RFQ.
Is this engagement an RFP or RFQ?
Yes
No
Upload RFP/RFQ Document
Upload a File
Drag and drop files here
Choose a file
Cancel
of
I. Fundability Roadmap
Help us assess your organization's fundability readiness.
Has your organization received similar funding before?
*
Yes
No
What are your organization's greatest strengths for this opportunity?
What are your organization's key challenges or readiness gaps?
J. Additional Notes or Requests
Share any additional notes, requests, or questions.
Additional Notes or Requests
K. Acknowledgments & Signature
Please review, acknowledge, and sign below.
Signature
*
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