After Sanction, Agreements, Disbursement and Reporting
The sanction letter is read for the amount and then filed. Six months later the sanction has lapsed because a condition precedent was never satisfied, or the first tranche is stuck because nobody opened a separate bank account. Read the letter clause by clause on the day it arrives, and turn it into a tracker before you congratulate the client.
- 6 pages
- 284
- Word and PDF
- 16 September 2026
The 2 formats inside
- 1Sanction-letter conditions trackerOne per sanction; opened on the day the sanction is received and reviewed monthlyOn its own₹149
- 2Tranche release requestCovering letter with the claim schedule; adapt to the agency's own claim form where one is prescribedOn its own₹149
Read the opening
The first part of “Sanction-letter conditions tracker”, as it downloads. Blanks are highlighted.
Post-sanction conditions tracker
Client: [Client's (grantee's) name] · Project / unit: [Project or unit name] · Scheme: [Scheme name] · Agency: [Sanctioning agency]
Sanction / approval: No. [Sanction or approval number] dated [Date of sanction or approval] · Amount sanctioned: Rs [Amount sanctioned (Rs)]
Agreement / bond: dated [Date of agreement or bond] · Acceptance due by: [Date by which acceptance is due] · Acceptance sent on: [Date acceptance was sent]
Sanction valid until: [Date the sanction is valid until] · Project period ends: [Date the project period ends] · Lock-in ends: [Date the lock-in ends]
Grant bank account: [bank, branch, account no.], opened on [Date the grant account was opened] · Grant ledger code: [Grant ledger code]
Refund interest rate and start date per the sanction: [Refund interest rate per the sanction (% a year)]% from [date of disbursement / date of demand]
Prepared by: [Prepared by] · Reviewed by (partner): [Reviewed by (partner)] · Last reviewed: [Date last reviewed]
Part 1 — Conditions precedent to first release