Annual Issue Areas Grant Report Guidelines

To file your agency grant report, click here.

Due Dates

The mid-year report is due January 15 of the award cycle.

 

The year-end report is due July 15 following the award cycle.

 

Reports must be received by the due dates.

 

If mid-year report is late or not submitted, payment to agency will be held until report is received.

 

If year-end report is late or not submitted, application for funding for the next year may not be considered.

 

Report Format

Reports must be submitted electronically using the format found on the UWCNM website. Staff will then post the reports on the private CIC page.

 

All questions in the report must be answered fully. Number of unduplicated clients must be accurate for the reported period and should reflect the amended number to be served as listed on the Final Funding Award Agreement.

 

Agencies should ensure that the Issue Area and program name listed on the report are accurate.

 

The report should reflect only actual numbers and goals achieved in the program for which the agency has received funding.

 

If half the goals have not been met by mid-year, the narrative must explain why and address how the difference will be made up by the end of the funding cycle.

 

Review Process

When reports are received, staff will post them on the private CIC page and advise the Issue Area Chairs that they are available for review. Staff will also advise Chairs of delinquent or missing reports.

 

Issue Area Chairs will review reports for programs in their Area.

 

Staff will be advised of all reports for which the Issue Area Chairs do not find problems or have questions. Staff will then file the reports appropriately.

 

Any reports for which the Issue Area Chairs do have questions will be returned to staff with the questions in writing. Staff will then generate appropriate emails to the agencies, with copies to their board chairs, stating the problems or questions and asking for solutions or other answers within two weeks. Staff will track receipt of these answers and pass them to the appropriate Issue Area Chair for review and follow up, if needed. Staff will file questions and answers with the original reports.

 

If answers are not supplied by agencies or if the answers still do not resolve the issues, Issue Area Chairs will advise staff on next steps needed.

 

Reports and answers to questions must be received by the due dates; otherwise, checks to agencies will be held until reports or answers are submitted and reviewed.

 

Other Notification

Any contingencies made on a program when funded must be addressed by the given deadline. A review of the status of any contingencies may be addressed in the mid-year or year-end report, if appropriate.

 

If there is any change in the delivery of the funded program, the agency must notify UWCNM immediately in writing. Changes to the program should not be reported on the mid-year and year-end reports.

 

Any changes to the board of directors or executive management staff should be reported to UWCNM as soon as possible, but can also be noted on mid-year or year-end reports.

 

Failure to comply with any of these requirements may result in not only the temporary withholding of a payment, but in loss of funding for the remainder of the year.

 

To file your agency grant report, click here.

For further information, read United Way’s Funding Strategies.