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Practice Area Specialties

Grant & Funding Compliance Review

Analyze federal and foundation grant agreements to extract compliance obligations, reporting requirements, allowable costs, and generate compliance calendars.

Time Saved

60-75% reduction in grant analysis

Accuracy

Comprehensive obligation extraction

Category

Practice Area Specialties

The Problem

  • Complex federal grant requirements
  • Multiple compliance obligations
  • Reporting and documentation burden
  • Allowable cost determinations
  • Audit preparation

How Claude Helps

Reviews grant agreements and terms, extracts compliance obligations, identifies reporting requirements, maps allowable cost categories, and generates compliance calendars.

Step-by-Step Workflow

1

Upload grant agreement

Provide the grant agreement and any modifications or amendments.

2

Extract compliance requirements

Claude identifies all compliance obligations, conditions, and restrictions.

3

Build compliance calendar

Generate a calendar of all reporting deadlines and milestone dates.

4

Identify allowable costs

Map direct cost categories, F&A rates, and unallowable cost items.

5

Establish monitoring procedures

Define ongoing compliance monitoring activities and responsibilities.

6

Prepare for audits

Organize documentation and materials for potential audit inquiries.

Example Prompt

Analyze this federal research grant agreement:

GRANT INFORMATION:
- Agency: NIH
- Grant type: R01 Research Project
- Amount: $1.5M over 3 years
- PI: Dr. Smith

EXTRACTION REQUESTED:

1. KEY TERMS
- Project period
- Budget by year
- Carryover provisions
- No-cost extension options

2. COMPLIANCE REQUIREMENTS
- OMB Uniform Guidance requirements
- Institution-specific conditions
- Prior approval requirements
- Subrecipient requirements

3. REPORTING OBLIGATIONS
- Progress reports (frequency, content)
- Financial reports
- Invention disclosures
- Final report requirements

4. ALLOWABLE COSTS
- Direct cost categories
- F&A rate and base
- Cost sharing requirements
- Unallowable costs

5. IP AND PUBLICATIONS
- Invention rights
- Publication requirements
- Data sharing requirements
- Acknowledgment requirements

6. COMPLIANCE CALENDAR
- All deadlines and reporting dates
- Approval milestones
- Review periods

Output as grant compliance guide with calendar.

Frequently Asked Questions

Can Claude handle different federal agencies?

Yes. Specify the agency (NIH, NSF, DOD, etc.) and Claude will apply relevant requirements.

What about private foundation grants?

Foundation grants have varying requirements. Upload the specific grant document for customized analysis.

Can Claude help with grant applications?

Claude can assist with drafting. Specific application requirements vary by funder.

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