Set up your award file at the start of the project. The more complex your project is, the more important an organized file becomes. Most projects span multiple years and involve many collaborators. Personnel may change during the project. Having clear project documentation sets you up for success to meet project requirements, deadlines and reporting. Include a calendar to help with completion of regular reports, invoicing and other scheduled tasks, and note any final action dates (reports due, etc.)
The documentation used for proposal preparation and submission is the foundation of your project file. Review the sponsor’s program announcement and award documentation as you set up these files. They typically specify implementation and reporting requirements for the project.
Carefully review and implement records retention guidance from the various records management policies that exist across the UNM system (see links below).
Consider:
HSC Resources