Grant Progress Report

Grant Report Guidelines

All Sunflower Foundation grants require formal reporting by the grantee on the status and/or accomplishments of the grant compared to the approved grant proposal, including project budget and scope of work. These reports are classified as either the Progress Report or the Final Report. The number of Progress (i.e., interim) Reports depends on the length and complexity of the grant project; only one Final Report is required. Grant report requirements and due dates are specified in the Letter of Agreement (grant contract) issued to the grantee by the Sunflower Foundation.

Components of the Progress Report include:

  1. The Cover Page with signature
  2. Narrative Report
  3. Financial Report (download from our forms page.)

Note: please review provision 7 in the Letter of Agreement regarding changes to the approved Project Budget. If, at any point during the term of your grant, you learn that you will have an unintentional grant balance remaining, notify us as soon as possible. At that point we can discuss what caused the situation and how the unspent funds could be used to expand or enhance the approved program or scope of work

Progress Narrative Report

An interim narrative report on activities to date related to the approved grant project scope of work. In a narrative format, please provide an overview of the progress of the grant project, including, but not limited to, answers to the questions below that apply to your funded project. This report should cover the period from the beginning of the grant to the date of the Progress Report. In cases where more than one Progress Report is required over the period since the last Progress Report.

Progress Financial Report

An interim report on the approved Project Budget (a copy of the approved grant budget is attached to the Letter of Agreement).This financial report should compare, in the columns provided, the project’s approved budget by line item against the amount expended to date in each category, with a calculation of the balance. Please use the available Grant Financial Report Templatefor all financial reports. Note: This form is updated periodically and may vary somewhat from the format of your original Project Budget.

Note: This form is updated periodically and may vary somewhat from the format of your original Project Budget.

Submission Instructions

All reports must include a completed and signed Grant Report Cover Page (included in this document). Reports may be submitted in hard copy format, as email attachments or faxed. Regardless of format, all reports require signatures; electronic signatures are accepted. If submitted in hard coy format, only one copy is required of each document.

Whether in electronic or hard copy format, please send all report documents to Sunflower Foundation:

Email:

Fax: 785-232-3168

Mailing Address: Sunflower Foundation

1420 SW Arrowhead Road, Suite 2N,

Topeka, KS 66604.

For any questions about these guidelines or the reporting requirements, please contact the Sunflower Foundation staff at 785-232-3000 or 866-232-3020.

Progress Report Guidelines

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Grant ID#: ____-____-____

Grant Report Cover Page

Progress Report Final Report

Please complete and return this form with all submitted grant reports (whether hard copy or electronic format).

Grantee Information Please check this box if any of this information is new
Grantee Organization:
Executive Director/Official: / Title:
Mailing Address (street, city, zip): / County:
Phone: / Fax: / E-mail:
Project Manager (if other than person above): / Title:
Mailing Address (street, city, zip): / County:
Phone: / Fax: / E-mail:
Project Information
Indicate Project Program Area: ( ) Access to Health Care ( ) Capacity Building ( ) Healthy Behaviors / Prevention ( ) Other: ______
Project Title:
Project Term (months): / Project start date: / Project end date: / Months Completed:
Grant Amount: $ / Expended to Date: $ / Balance: $
Report Authorization
Signatures (original or electronic format accepted):
By signing this form, the representatives of the grantee organization certify that, to the best of their knowledge, the information contained in the attached report is correct.
Executive Dir./Official Representing Grantee OrganizationProject Manager (if other than person named at left)Date
 This Section Sunflower Foundation Use Only 
Date Received(stamp):
E-mail sent – Confirmation of receipt
E-mail sent – Notice of missing report
Progress Narrative Report included
Progress Financial Report included
Final Narrative Report Included
Final Financial Report included
Date Report was due: ______ / Routing
Finance Review
Finance Staff Reviewing.: ______
Review Completed Date: ______
Follow-up Required By (date): ______
Follow-up Completed Date: ______
Forwarded to P.O. Date: ______ / Program Officer Review
Program Officer Reviewing.: ______
Review Completed Date : ______
Follow-up Required By (date): ______
Follow-up Completed Date: ______
Forwarded to F/G Manager Date: ______
Finance/Grants Manager Notes:
Entered in GIFTS / Program Staff Notes:
Entered in GIFTS
Next payment date: ______Amount: $______N/A / 
Review Complete Ready to File / Hold next payment Release next payment as scheduled N/A / 
Grant Closed
Date:______

Progress Narrative Report

The narrativereport should detail the period from the beginning of the grant to the date of the Progress Report.In cases where more than one Progress Report is required, the current report should detail the period since the last Progress Report. Text boxes will expand to fit your responses.

Objectives (should be concrete, specific, measurable and achievable)

1. Describe the objectives for this project

Resources

1. Describe the resources(personnel, consultants, materials/supplies, etc.), in-kind or otherwise, your organization dedicated to the project.

Activities (steps necessary to achieve project objectives)

1.What were your key activities for this reporting period (include a timeline)?
2. How did these activities help you achieve or move closer to your project objectives?
3. What activities to date have been most effective? Least effective? What, if anything, would you have done or do you plan to do differently?
4. What problems or obstacles have you encountered in this reporting period?
5. What constituencies did your project target during this reporting period?
6. Describe the number of persons served by the project during this reporting period (staff, clients and/or users of project services; include as much demographical data as possible; also include partnering organizations involved, policy-makers informed, etc.).

Outcomes (measurable changes in the condition, knowledge, attitudes, behaviors and/or skills of project participants or beneficiaries)

1. What short-term outcomes has your project achieved to date (e.g. changes in conditions, knowledge, attitudes, behaviors, skills, etc.)?
2. If you told us your project would serve as a pilot, or would be replicable to other locations, what steps are you taking at this point in your project to plan for replication?
3. Is there anything else about your grant project and/or the grant process that you would like to share?

Impact (on the organization, community and/or system)

1. Though early in the project’s history, describe any indicators to date of lasting impact from the project.
2. Identify any factors or conditions that have changed over this reporting period that have had impact on your project, positively and/or negatively (e.g. staff changes, timelines, funding, etc.).