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Annual reporting

Frequently Asked Questions

  1. What are my reporting obligations to RWJF?
  2. How do I submit my reports and products to RWJF?
  3. What annual reporting is required?
  4. What goes in a narrative report?
  5. What is an Annual Narrative Report?
  6. What is the difference between an Annual Narrative Report and a Final Narrative Report?
  7. Is a bibliography necessary when delivering an annual report?
  8. When does RWJF want products from my project?
  9. Can I request an extension to the end date?
  10. What do I do if I need more time to complete a report or to provide information to RWJF?
  11. What if the project director and the institution intend to relocate to another institution?
  12. What if the project changes scope or objective?
  13. Are there guidelines for announcing the receipt of my RWJF grant?
  14. Can RWJF funds be used for lobbying or political campaign activity?

  1. What are my reporting obligations to RWJF? (Answer last updated on Apr 22, 2009)

    Grantees of RWJF are responsible for reporting to the Foundation on a semiannual and annual basis through financial reports, annual narrative reports, a final narrative report and a bibliography. Required reporting includes:

    If you have questions about RWJF’s reporting requirements, please contact us.

    Grantees of a national program: These RWJF instructions are in addition to and do not replace the reporting requirements of your national program office. For national program office reporting requirements, please contact your national program office.   

               

  2. How do I submit my reports and products to RWJF? (Answer last updated on Apr 21, 2009)

    All reports and products are submitted via e-mail to grantreports@rwjf.org. See RWJF Electronic Submission Standards for more information.

    You will be notified when narrative and financial reports are due. We ask that you submit products from your grant as soon as they are available. See RWJF Electronic Submission Standards for more information.       

  3. What annual reporting is required? (Answer last updated on Apr 21, 2009)

    Grantees of RWJF are responsible for reporting to the Foundation on a semiannual and annual basis through financial reports and annual narrative reports.

    Please refer to Grantee Reporting Instructions: Annual Narrative Reporting for additional information.  

     

  4. What goes in a narrative report? (Answer last updated on Apr 21, 2009)

    In a narrative report, you answer a series of questions to inform RWJF about how your project is meeting its established goals, activities you have engaged in to date to meet those goals and any that have not been completed on schedule, and other issues you are addressing. We expect you to report to us any changes from the planned activities that were described in your proposal. Upon reading your answers to these questions, your program officer may contact you for additional information. At the end of your grant, we also ask you to submit a bibliography of any materials produced during the grant. For more information, please refer to the Grantee Reporting Instructions. 

  5. What is an Annual Narrative Report? (Answer last updated on Apr 21, 2009)

    Annual Narrative Reports are filed at the end of each year of a multiyear grant, usually at the same time as the annual financial report. Narrative and financial reports are our principal means of staying informed about your project. Please refer to Grantee Reporting Instructions: Annual Narrative Reporting for additional information.

  6. What is the difference between an Annual Narrative Report and a Final Narrative Report? (Answer last updated on Apr 21, 2009)

    Annual Narrative Reports are filed at the end of each year of a multiyear grant, usually at the same time as the annual financial report. For projects lasting more than one year, Annual Narrative Reports help us to stay informed about your project. During the course of your grant, the Annual Narrative Reports you submit are treated as confidential documents.

    Your Final Narrative Report covering the entire grant period is filed at the end of your grant. For multiyear grants, it takes the place of the Annual Narrative Report in the last year of the grant. If your grant is one year or less, you will file only a Final Narrative Report.

    It is a substantive record of the accomplishments of the project, how they met the goals set forth in your proposal, and the activities you conducted to reach these accomplishments.  Information from your Annual Narrative Report and Final Narrative Report may be used to summarize the results or findings of the project, in an RWJF Grant Results report (see Grant Results for more information) and in other Foundation-related publications published after the grant has closed.

     

  7. Is a bibliography necessary when delivering an annual report? (Answer last updated on Apr 21, 2009)

    No. A bibliography is only necessary when delivering the Final Narrative Report. See Grantee Reporting Instructions: Bibliography Formatting and Submission.

  8. When does RWJF want products from my project? (Answer last updated on Apr 21, 2009)

    RWJF wants you to send electronic versions of your products as soon as they are completed, not when you file your reports. You should e-mail them to grantreports@rwjf.org. You should also send products published after your grant closes.  See RWJF Electronic Submission Standards  for more information.

     

  9. Can I request an extension to the end date? (Answer last updated on Apr 21, 2009)

    Please refer to the RWJF Guidelines for Extension of Award for how to submit a request for an extension to your award dates, if you feel you need one. Please note that extensions to awards are reviewed for both financial and programmatic appropriateness and are not automatically granted.

  10. What do I do if I need more time to complete a report or to provide information to RWJF? (Answer last updated on Apr 21, 2009)

    To request a change in the due date for submission of reports and/or project deliverables, follow the instructions at RWJF Guidelines for Extension of Due Dates.

     

  11. What if the project director and the institution intend to relocate to another institution? (Answer last updated on Apr 21, 2009)

    If the project director and the institution plan to relocate to another institution, contact your program officer for instructions. This should be done prior to relocating.

  12. What if the project changes scope or objective? (Answer last updated on Apr 21, 2009)

    If you are contemplating any changes in project scope or objectives, contact your RWJF program officer and (if applicable) national program office. Such changes must be approved in advance and in writing. Any changes that impact the budget may require a budget revision. See Budget Revision Guidelines for more information.   

  13. Are there guidelines for announcing the receipt of my RWJF grant? (Answer last updated on Apr 21, 2009)

    News releases announcing the receipt of your RWJF grant and/or grant renewal require advance approval from the Foundation. Announcement guidelines are included in your grant award letter. If you have questions, please contact the communications officer for your grant. 

  14. Can RWJF funds be used for lobbying or political campaign activity? (Answer last updated on Apr 21, 2009)

    RWJF grant funds cannot be used to fund lobbying or political campaign activities. Both of these activities are prohibited by the legal agreements established between the Foundation and the grantee at the beginning of the grant. Sometimes grantees ask if they may lobby with non-RWJF funds. Grantees are free to carry on whatever activities they are otherwise permitted to conduct with other sources of support.

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