GLOBAL HEALTH
FINAL REPORT
GLOBAL HEALTH
FINAL REPORT GUIDELINES
Please submit the Final Report within 60 days of the end of the grant term. When completing the Final Report please include all accomplishments, challenges, and activities for the last year of the grant, as well as those for the entire grant period. If you have any questions, please contact your Program Officer or Program Coordinator.
The Final Report includes three components:
I. Summary Information
· Project Start and End Dates should reflect the entire grant period.
· Final Report Period should reflect the period of time covered since the last progress report – usually the last year of the grant term. All information provided in the final report should include what occurred during the stated reporting period.
· Mailing Address should be a physical location where someone is available to sign for deliveries made by courier services. It cannot be a post office box.
II. Final Narrative Report
§ Reports length should not exceed 20 pages.
§ 10 pt font, 1” margins and single spaced; include page number in footer and organization name and Grant ID# in the header.
§ Do not include appendices or attachments in your report unless requested by your Program Officer/Coordinator.
§ Please follow the guidelines provided on the following pages and use the numeral headings in your report.
III. Final Financial Report
Unless otherwise directed by foundation staff, please use the following financial reporting template to report total expenditures against the most recent foundation approved budget. Please follow the instructions thoroughly and provide the requested information regarding payments received, interest earned on grant funds, expenditure of interest earned, and unexpended balance.
For variances that exceed 10% in either direction in the total cost category (i.e. Direct FTE, Direct Travel, etc.) or if there are unexpended funds, please describe in section IX of the narrative report.
If your grant was made prior to 2008 and you find that are unable to report expenditures in the manner requested by the financial report template, please contact your program officer or program coordinator to help determine the most appropriate method of reporting.
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I. Summary Information
Project NameOrganization Name
Grant ID# / Foundation Program Officer
Date Grant Awarded / Month Year / Grant Amount / Month Year
Project Start Date / In U.S. dollars / Project End Date / In months
Final Report Period From / Month Year / To / Month Year
Report Due / Month Year
Has this project been granted a no-cost extension? / Yes / No
Principal Investigator/Project Director
Prefix / E-mail AddressSurname / Phone
First name / Fax
Suffix / Web Site
Title
Mailing Address / Actual location of offices, not a post office box
Report Prepared by / Date Submitted / dd Month yyyy
Phone
Using the tables provided below please provide the information requested regarding geographic location(s) of work and geographic area(s) served, adding additional rows as needed.
Geographic Location(s) of Work refers to all locations (country, and region/state if known) in which work was performed with funds from this grant. This includes locations in which sub-grantees or sub-contractors worked. Please provide the location and the approximate amount, based on the total grant, estimated to have been spent in each location. For example: A $1,000,000 grant may reflect $600,000 spent in the United States and $400,000 in South Africa.
If you have staff working across multiple locations, costs may be allocated to the location where they spent the majority of time. Please reflect the total grant amount.
Geographic Location(s) of WorkCountry and Region/State / Amount
$
$
$
$
Total Grant Amount / $
Geographic Area(s) Served refers to all countries that benefitted or are intended to benefit from this grant. This is where the target population is located, not necessarily where the work is occurred. For India, please include the names of states. “World” is an acceptable response if the intended result will provide broad public benefit. Please reflect the total grant amount.
Geographic Area(s) to be ServedCountry/Continent / Amount
$
$
$
$
Total Grant Amount / $
II. Narrative
I. Goal: Briefly articulate the goal and associated results this project was designed to achieve. Describe the degree to which the project attained the highest, goal-level results. Please provide evidence for all statements.
II. Objectives & Results: Describe to what extent your project has achieved the objectives outlined in your proposal. Please state each objective and answer the following questions for each one:
a. Briefly describe the progress made on the planned results (outputs and outcomes), with a focus on the critical milestones. Report the relevant indicators, including any measured changes in the status or level of these indicators over the entire course of the project.
b. Briefly describe any results that were not achieved, the reasons they were not completed, and the plans for carrying them out.
c. Describe any unexpected results or unintended consequences of the work, whether positive or negative.
Please supplement the above information with an updated version of the project milestone reporting chart noting completed and delayed milestones. A sample chart is provided HERE for your reference. You do not need to update the timeline template unless instructed to do so by foundation staff.
III. Accomplishments: List your top 5 results for this project.
IV. Lessons Learned: What worked well and what did not? How have the results of this grant fed into your planning for future activities? What recommendations do you have for other organizations attempting similar efforts? These should be both project specific as well as broader lessons (i.e. best practices, cultural messages/attitudes, etc.) How will these lessons be disseminated to the public?
V. Data Access: If your proposal required a Data Access Plan (generally grants over $500,000 made after August 2011), discuss how have you facilitated the prompt and broad and dissemination of project data in accordance with the Global Access principles. What is the nature and scope of the data generated under the project? Where is the data located, who has access, and what was the timeframe for sharing? Please describe the benefits of making your project data available. If any project data has not been made publicly available, please explain why.
VI. Challenges: Discuss how you addressed both anticipated and unanticipated challenges in the course of the project. Was/is there anything the foundation could have done to assist you with these challenges?
VII. Sustainability: If the grant activities are to continue how will they be sustained?
VIII. Other Sources of Project Support: If the project received support from other donors please use the following chart to provide the name of the donor, the amount received, the percentage of the project funded by the donation, and whether the funds are committed or potential. If the support is in-kind, describe the type of support below the chart.
Report all amounts in U.S. dollars.
Donor / Amount / Received or PotentialDescription of in-kind support, if any:
IX. Budget Variances: Please describe variances that exceed 10% in either direction in any total cost category (i.e. Direct FTE, Direct Travel, etc.) for the entire project period. Please report on any interest earned on foundation funds during this reporting period as well as any remaining unexpended funds.
Key Terms
Activities: The processes or actions taken to achieve outputs and move toward outcomes.
Critical Milestone: The most important project results (activities, outputs, and outcomes) that are considered in relation to funding and may be listed in the grant agreement.
Goal: the conceptual aim of the project; the condition that will exist when the project has been successfully completed.
Impact: Ultimate sustainable changes, sometimes attributable to action.
Milestone: Sequential signs of progress during a project or initiative, usually tied to estimated completion dates.
Objectives: The major components of the project required to achieve results.
Outcomes: Intermediate observable and measureable changes that may serve as steps toward impact for a population community, country, or other category of beneficiary.
Outputs: The direct and early results of a grant or intervention’s activities. Outputs refer to the most immediate sets of accomplishments necessary, but not sufficient, to produce outcomes and impacts.
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