REPORTING GUIDELINES
Financial Component
Reports must show the use of the Grant proceeds based upon the records of the Grantee, detailing all expenditures made from such Grant proceeds, consistent with the approved budget in the following format in Microsoft Excel only::
DESCRIPTION
(Example)
|
ORIGINAL
APPROVED |
APPROVED
CHANGE |
ACTUAL
EXPENDED
TO DATE |
BALANCE |
COMMENT |
| Project Manager |
$20,000 |
$23,000 |
$20,000 |
$3,000 |
Reflects 11 months
of salary |
| Medical Supplies |
$5,000 |
none |
$2,500 |
$2,500 |
|
| Total |
$25,000 |
$23,000 |
$22,500 |
$5,500 |
|
Click here to download Financial Report Worksheet
Program Component — Chart
Reports must show the progress made by the Grantee toward achieving the purpose for which the Grant was made consistent with the evaluation described in the Grant proposal, including (1) a summary of the project objectives and
(2) accomplishments toward achieving those objectives and any changes made during the course of the project in the strategy for accomplishing them.
MEASUREABLE
OBJECTIVES
(What)
|
KEY ACTIVITIES
(How) |
EVALUATION
INDICATORS
(How will you measure?) |
IMPLEMENTATION
TIMELINE |
PROGRESS |
| Increase access to dental care for 200 school children per month |
Dental screenings at school sites by appointment |
• # encounters
• # referrals for
• treatment |
Monthly from September through June |
|
| Provide prenatal care for 300 women |
Outreach, education, referral to prenatal care, enrollment in MediCal for underserved women |
• # of women
• served
• participation
• rates in
• prenatal care
• # and % of
• low birth
• weight babies |
One year or over the life of the grant |
|
Program Component — Narrative
Reports must also include a narrative summary of project objectives and accomplishments, as well as problems encountered and how they were resolved.
**For Final Reports, provide financial data, program chart and program narrative for the entire project.
Grantees are required to submit non-pdf electronic versions of their progress and final reports to UniHealth Foundation. Grantees may:
1) Mail both printed materials and electronic media to the attention of the Grants Administrator or
2) E-mail their reports to: 
|
