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Narrative reporting

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Frequently Asked Questions

  1. What are my reporting obligations to RWJF?
  2. What goes in a narrative report?
  3. What is the difference between an Annual Narrative Report and a Final Narrative Report?
  4. How do I submit my reports to RWJF?
  5. What annual reporting is required?
  6. What is an Annual Narrative Report?
  7. May I request an extension to the end date?
  8. What do I do if I need more time to complete a report or to provide information to RWJF?
  9. What if the project director and the institution intend to relocate to another institution?
  10. What if the project changes scope or objective?
  11. What final reporting is required?
  12. What is a Final Narrative Report?
  13. What is a Program Results report?

  1. What are my reporting obligations to RWJF? (Answer last updated on May 14, 2012)

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

    • Narrative reports: Grantee Reporting Instructions contain contain the instructions for filing an Annual Narrative Report, a Final Narrative Report and a Bibliography (filed at the same time as the Final Narrative Report).  
    • If you are have managed a national initiative, such as a center, funded through an authorization, in addition to the Final Narrative Report, RWJF wants you to file a Summative Report covering the entire life of the initiative.
    • A financial report (required every six months if your grant budget exceeds $200,000): Financial Guidelines and Reporting Instructions. For FAQs see Budget reporting.
    • A request for an extension to your award dates, if you feel you need one: RWJF Guidelines for Extension of Award
    • A request for an extension in submitting reports or adjusting other due dates: RWJF Guidelines for Extension of Due Dates
    • A request to revise your budget, if your program changes: Budget Revision Guidelines for grants over $500,000, grants awarded prior to 1/1/2011, Budget Revision Guidelines for grants $500,000 or less.
    • If you manage a national program, reporting instructions are available on NPONet  (log in required). 

    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. What goes in a narrative report? (Answer last updated on May 14, 2012)

    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. 

  3. What is the difference between an Annual Narrative Report and a Final Narrative Report? (Answer last updated on May 14, 2012)

    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.

     

  4. How do I submit my reports to RWJF? (Answer last updated on May 14, 2012)

    All reports are submitted via email to grantreports@rwjf.org. See RWJF Electronic Submission Standards for more information.

    You will be notified when narrative and financial reports are due.      

  5. What annual reporting is required? (Answer last updated on May 14, 2012)

    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, section on Annual Narrative Reporting for additional information.  

     

  6. What is an Annual Narrative Report? (Answer last updated on May 14, 2012)

    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, section on Annual Narrative Reporting for additional information.

  7. May I request an extension to the end date? (Answer last updated on May 14, 2012)

    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.

  8. What do I do if I need more time to complete a report or to provide information to RWJF? (Answer last updated on May 14, 2012)

    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.

     

  9. What if the project director and the institution intend to relocate to another institution? (Answer last updated on May 14, 2012)

    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.

  10. What if the project changes scope or objective? (Answer last updated on May 14, 2012)

    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 grants over $500,000, grants awarded prior to 1/1/2011, technical assistance and direction grants, and expenditure responsibility grants, or Budget Revision Guidelines for grants $500,000 or less for more information. Also see the FAQs on Budget reporting.

  11. What final reporting is required? (Answer last updated on May 14, 2012)

    In addition to annual reporting, grantees of RWJF and grantees of RWJF national programs both are responsible for reporting to the Foundation at the end of their project through a financial report, a narrative report and a bibliography. If you have questions about RWJF’s reporting requirements, please contact us.

    If you are a grantee of a national program, RWJF reporting requirements 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.

  12. What is a Final Narrative Report? (Answer last updated on May 14, 2012)

    Your Final Narrative Report covering the entire grant period is filed at the end of your grant (see Grantee Reporting Instructions, Final Narrative Report section. 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, both in an RWJF Program Results Report (see Program Results for more information) and in other Foundation-related publications published after the grant has closed.

  13. What is a Program Results report? (Answer last updated on May 14, 2012)

    The Foundation's Program Results Reporting Unit engages writers to produce short reports on the majority of the Foundation's recently completed projects and longer reports on national programs. If a report is assigned on your project, you will receive an email from the Program Results Reporting Unit notifying you about the report and the name of the writer who has been assigned to produce it. Please refer to Program Results for additional information.

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