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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Policies and Procedures Development and Implementation


Having the appropriate policies and procedures in place can help ensure proper grant management.

CliftonLarsonAllen can assist with reviewing your current grant management policies and procedures to ensure that they are properly updated and in line with current regulations.

What’s on your mind?

  • Documenting your current grant management policies and procedures
  • Updating policies and procedures for the Uniform Grant Guidance
  • Finding the appropriate procedures to have in place for proper grant management
  • Implementing missing procedures for compliance with regulations

A unique approach

Navigating through regulations that govern your grants can be overwhelming. When you add in deciphering which policies and procedures are required and which are best practices, your daily workload could suffer. That’s where CLA comes in: We work with your organization to determine your grant management policies and procedures, how they can be improved, and what critical elements are missing.

If your grant management procedures are already in place, we can step in with extra manpower to document them, saving you time and giving you peace of mind.

Policies and procedures development and implementation

After gaining an understanding of your current grant management procedures and policies, we will help implement any changes needed to gain compliance with related grant regulations. We work with your organization to perform a complete analysis of your grant management procedures to determine whether any required policies and procedures are missing or need updating, and which best practices should be documented and implemented. In addition, we will check to make sure that you have the required documented policies in place pertaining to charging of costs, procurement transactions, and a payment and billing policy.