Programmatic Reporting
After an application is awarded, the status will change to to Approved Grant and the programmatic reports for that grant will be displayed in the Tasks section on the dashboard (based on the due dates) and under the Periodic Reporting Module.
New Feature: Limit Staff Access allows grantee organizations to prevent staff from seeing and accessing either work plan information. For staff who are limited, they will see the report listed, but will not be able to see the report itself. Read Limit Grantee Staff Access to learn more.
*Note: The due dates for periodic reports are listed on your application.
The Funding Organization requires programmatic reporting to monitor grant activities. DD Councils may require reporting to meet federal requirements. Use the Programmatic Report to summarize project accomplishments and to provide performance indicators achieved during the reporting period.
Performance measures and Performance indicators are used interchangeably and mean the same thing. While all DD Councils use performance measures, other types of funding organizations have to define their own, and may choose to not use them.
On your dashboard, select the “Periodic Reporting” button.
Identify the programmatic report that needs to be completed and submitted (the status should read “Not Started” or "in progress") and select the appropriate link.
Include the following in the “Program Narrative” field:
A brief summary of the status of the project just for the quarter.
A description of any barriers that prevented or delayed the accomplishment of the objectives, activities and/or project performance indicators. Identify any strategies that will be used to overcome these barriers.
A brief description of the work to be accomplished during the next quarter.
Any additional information that is relevant to the project or that may be of interest to the Funding Organization. This may include changes in project methodology approved by the Funder, unanticipated accomplishments of the project, linkages with other organizations, or additional resources contributed to the project that were not originally identified.
The objectives and activities are based on the approved Project Work Plan. Depending on how the grant was defined, grantees may be expected to report on Objective progress and/or Activity progress in a narrative field.
Some councils allow a grantee to add an activity to an objective in the report. The new item is approved when a council Accepts the submitted report.
To add an activity, select the appropriate Add an Activity To Objective link and fill in the fields. If the activity is rejected, the council will send the report back to the grantee for modifications, and the grantee will have to remove the item.
*Note: A blue box will appear as you scroll down that will remind you of the report’s status, as well as keep track of the objective and activity you are currently viewing.
For each performance indicator, specify numbers for the current period in the “Current” field.
Performance indicators may have sub measures. These sub measures break the values into more categories. Simply enter the appropriate numbers in the current column.
Some councils allow a grantee to add performance measures to an objective in the report. The new item is approved when a council Accepts the submitted report.
To add a measure, select the appropriate Add a Performance Indicators to Objective…” link and fill in the fields. If the line is rejected, the council will send the report back to the grantee for modifications, and the grantee will have to remove the item.
When adding another performance indicator, select it from the drop down menu.
Select the “continue” link to add the performance indicator or the “[x]” link to delete it.
Refer to step 6 to report on this new performance indicator.
Remember to save your work by selecting the “Save Report Changes” button.
Select the “Save and Submit Report” button when you are ready to submit.
*Note: A notification e-mail will be sent out to the staff member(s) to whom the grant is assigned.
The Funding Organization may allow its grantees to view internal comments in order to communicate with them. In this case, the "Funding Organization Comments" will appear at the top of the report overview page.