Page 32 - D3300 TRF Playbook
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• Perform community assessment

                                                          • Develop financial management plan


                                                          • Solicit competitive bids for large project expenses – getting

                                                                the best price


                                                          • Identify the sponsors


                                                          • Disclose any potential conflict of interest involving any parties

                                                                to the project (eg members, vendors etc)


                                                          • Open a separate bank account (where possible) to be used

                                                                exclusively for grant projects


                                                          • Bank account should require two (2) signatories for all


                                                                withdrawal and transfer of funds
    Pre-Project                                           • Establish a project task force with clear roles and




                                                                responsibilities and terms of reference
    It’s all about identifying

    community needs and                                   • Prepare a project plan with clear timelines, responsibilities

    developing effective                                        and outcomes

    action plans

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