REPORTING GUIDELINES
1. Program Component — Narrative
For each project objective, summarize your accomplishments towards achieving the objective, including outcomes. Also provide information about the project overall, including: (1) problems encountered and how they were resolved, (2) any changes made during the course of the project, (3) whether expected project outcomes were realistic, (4) lessons learned, (5) unanticipated outcomes, and, (6) whether and how project will be sustained in the future.
2. Program Component — Chart
Provide a completed program chart, delineating progress made for every measurable objective consistent with the evaluation described in the grant proposal (see example below).
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, enrollment in MediCal, referral to prenatal care 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 |
|
3. Financial Component
Show the use of Grant proceeds, detailing all the expenditures made, consistent with the approved budget, in the following format in Microsoft Excel only (see example below):
DESCRIPTION
(Example)
|
ORIGINAL GRANT FUNDS
APPROVED |
APPROVED
CHANGE |
ACTUAL GRANT FUNDS
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
**For Final Reports, provide financial data, program chart and program narrative for the entire project.
Grantees are required to submit non-pdf and non-zipped 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: 
|
