NW Fund Grantee Final Report Guidelines

Evaluation of Performance and Results

Who submits this report and how often:

- President, Board Chair, or the Director. Must be actually signed by that officer(s). Submit at end of project or support period. All funds must be expended prior to submission of this report.  Report must be submitted at least one month prior to submitting a new LOI for new funding.  Please send all Final Reports by email, a hard copy is not necessary.

What information is necessary:

- Basic identifying information

• Organization name, full address, telephone, FAX, and e-mail contact numbers
• NW Fund grant amount and award date
• Project name and type of support from NW Fund (project or, general support)
• Program area
• List of all private and public grants which supported the project or endeavor, their source and dollar amount
• Project director(s) Include information on any changes in personnel that occurred during the course of the grant.
• Final expense report .  This should present information in three columns.  The proposed original budget in the first column (this should mirror the final project or operating budget approved for your proposal).  The actual expenditures in the second column and the difference (plus or minus if any) in the third column.  *Differences greater than +/-  $100 per budget category should be explained.

Please answer the following questions, in order:

1. What difference did this project/grant make in terms of the goals you described in your application? Using the measurement methods and milestones described in the action plan and application, provide specific details about the outcomes of your project.
2. Was this grant helpful in attracting additional support (volunteers, members, money, goods, services, or publicity)? If so, please describe.
3. Did the anticipated budget and actual expenditures vary much? *Briefly explain any discrepancies.
4. Did this endeavor meet, exceed, or fall short of your initial expectations? What problems, if any, did you encounter? What do you wish you had done differently?
5. In what fashion did your project contribute to meeting the purpose and goals of the NW Fund?
6. What is your vision of this endeavor over the next few years? Any plans for expansion? Has it come to a close?

What you may want to tell us:

1. What comments, suggestions, or critique do you have about working with the NW Fund?
2. Any additional relevant information or news?

Updated 6/4/07

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