Grant Report

The Grant Report page allows grantees to submit acceptance confirmation records and progress reports related to their grant events and schedules. You access this page by selecting the Create Report action on the Grant Events page.  

The Grant Report page has the following sections:    

• Schedule Information: This section includes general information regarding the schedule, such as the Schedule ID, Report ID, and so on. The Report ID and Version fields are automatically generated when a grant report is created.

• Goals/Outcomes: This section includes optional fields related to the goals, objectives, and performance measures of the grant for the grantees to evaluate. This tab is not visible if the selected grant event code has the Acceptance Required field set to Yes.

• Additional Information: This section includes optional fields for the grantee to summarize the progress of the grant, such as Accomplishments, Challenges, and so on.  This tab is not visible if the selected grant event code has the Acceptance Required field set to Yes.

• Requested Criteria: This section displays the related evaluation criteria based on the Reporting Criteria value for the Grant Event Code. If there is not any reporting criteria for the grant event, then this section will display No Evaluation Criteria. This tab is not visible if the selected grant event code has the Acceptance Required field set to Yes.

• Attachments/Comments: This section allows the grantee to attach additional files to the report and to make comments regarding the grant event.

The Goals/Outcomes section is used to enter information regarding what the grantee wants to accomplish, the steps that the grantee will take to accomplish the goal, and quantitative statements of how the goal is measured and met. For example, if one goal is “Decrease malnutrition for children in low income households in the state”, the objective could be, “Within 6 months, provide 10,000 parents in the state with food vouchers that will be used to purchase fruit and vegetables” and the performance measure would be “Number of food vouchers used during the current month” and an expected outcome would be “Seventy percent of the parents participating in the nutrition program will report increased nutritional intake by their children”.

The Requested Criteria tab displays the related evaluation criteria based on the Reporting Criteria value for the Grant Event Code. If Response Required is set to Yes for any of the Criteria listed, at least one of the following fields must be populated to successfully submit the report: Evaluation Text, Yes/No, or Evaluation Number. You may also enter additional text related to the Evaluation Criteria in the Additional Evaluation Text 1 and Additional Evaluation Text 2 fields.

The Additional Information tab is used to enter accomplishments, success stories, challenges, the steps that were taken to overcome those challenges, or any other additional information related to the grant that should be communicated to the grant coordinator.

The Attachments/Comments tab is used to enter additional comments about the grant event. You can view files that were entered by the grant coordinator and you can also attach any additional files containing information about the grant event.  You can attach and remove files when the grant report has a status of Draft. Once the grant report has been submitted, you are only able to view the grantee attachments. When a modified report is created, the file attachments are not copied to the new grant report record.

If the Acceptance Required field for the selected Grant Event is set to Yes on the Grant Events page, then the Goals/Outcomes, Additional Information, and Requested Criteria sections are not displayed.

No.  You are able to save a draft version of the grant report record and continue adding information to the report at a later time. Once all information has been entered, you can submit the grant report.

No. Once the grant report has been submitted, you are not able to modify a grant report. Once it is submitted, the only way you can make modifications is if the grant coordinator requests additional clarification from you.

When a grant coordinator has changed the status of the grant report to Clarification Needed, it means that you need to provide more information to further clarify your grant report. To provide this additional clarification, you should click the Provide Clarification button on the report. This action creates a new version of the grant report that you can modify to provide the information requested by the grant coordinator.

The modified version of the report initially includes the information entered on the original version. Once you have entered the information requested by the grant coordinator, you should submit the modified report by clicking the Submit button. Once the modified report is submitted, the status of the new report is set to Clarification Provided.

• Provide Clarification – This action creates a new version of the report. All data from the original report is copied to the modified version of the report and the Version field is automatically incremented. This button is only displayed if the grant report status is Clarification Needed.

• Edit – This action allows you to modify a report that is in Draft status.  

• Save – This action allows you to save entered information on a grant report that is in Draft status.  

• Previous – This action takes you to the previous tab of the grant report.

• Next – This action takes you to the next tab of the grant report.

• Submit – This action submits the report for both new and modified reports.  If this is a new report, when this action is selected, the status is set to Submitted. If this is a modified report, when this action is selected, the status is set to Clarification Provided.  

• Discard – This action deletes a report that has a status of Draft and if the version of the grant report is 1. This button is disabled if the version of the report is greater than 1.

• Exit – This action closes out of the report without saving and takes you back to the Grant Reports Search page. If you are creating a new report record and have not saved it, the data you have entered will not be saved.