U.S. Department of Health and Human Services

Grantee Resources

Grantees have several resources to help their reporting efforts.

Quarterly Reporting Template

This template was developed for grantees to describe their qualitative impacts of their work and to document quarterly outcomes through brief and concise narratives.

Quarterly Reporting Template

Reporting Quarters	Performance Period	Reporting Due Date
Quarter 1	April 1 – June 30	July 31
Quarter 2	July 1 – Sept 30	Oct 31
Quarter 3	Oct 1 – Dec 31	Jan 31
Quarter 4/End of Year	Jan 1 – March 31	June 30

For more information on how the 4-in-1 quarterly reporting template was developed and why, see the National Evaluation page.

Quarterly Reporting Template Training Videos

Watch previously recorded webinars that walk grantees through how to complete the quarterly report and provides helpful tips to improve quarterly reporting.

Date	Topic	Presentation Handouts	Other Materials and Resources
01/12/2022	How to Complete the Revised Quarterly Reporting Template Presenters: Crystal Tetrick and Shabrie Perico Duration/Topics: 58 minutes New Updates: 04:40 New Template Overview: 07:00 Demo of New Template: 21:30 Demo of T&TA Request Tool: 43:30 Questions: 16:00; 30:30; 35:30; 39:30	Slides [PDF - 4 MB]	4-in-1 Frequently Asked Questions This document is a compilation of questions most commonly asked from grantees about the quarterly report template.
02/17/2022	Reporting Gaps and Inconsistencies found from Grant Year 3 (2021), Quarters 1 & 2 Progress Reports Presenters: Katie Visnius & Crystal Tetrick Duration/Topics: 19 minutes Review Reporting Gaps: 05:00 Demo of Program Focus & Part A: 09:00 Demo of PDF Supplements: 10:10 Questions: 17:30	Slides [PDF - 1.4 MB]
04/28/2022	Reporting Gaps and Inconsistencies found from Year 3 (2021) Quarter 3 Progress Reports and Quarter 4 End Year Report Presenters: Katie Visnius & Crystal Tetrick Duration/Topics: 34 minutes Review Reporting Gaps: 05:45 Demo of Part B & C: 09:00 Q4 End of Year Report: 10:15 & 15:00 Questions: 23:30	Slides [PDF - 1.4 MB]
06/22/2022	Overview of How to Create SMART Objectives for Impactful Reporting Presenters: Katie Visnius & Julie Cahoon Duration/Topics: 45 minutes Goals & SMART Objectives: 05:55 HPDP SMART Objective: 08:00 Immunization SMART Objective: 13:40 Alcohol & Substance Abuse SMART Objective: 20:45 Mental Health SMART Objective: 24:45	Slides [PDF - 2.5 MB]

Project Narrative Template

This template was created to simplify and standardize the required non-competing continuation application.

Project Narrative Template

Project Narrative Training Video

Watch a previously recorded webinar that walks grantees through how to complete the Project Narrative Template.

Date	Topic	Presentation Handouts	Other Materials and Resources
10/14/2022	How to Complete the Non-Competing Project Narrative Template Presenters: Katie Visnius, Julie Cahoon & Crystal Tetrick Duration/Topics: 33 minutes New Project Narrative Template Overview: 6:45 Demo of New Template: 11:00 Part A 11:35 Part B 12:35 Part C 16:15 Part D 17:00 Part E 18:00 Part F 19:20 Part G 23:00 Demo of T&TA Request Tool: 25:40 Naming Convention: 24:45	Slides [PDF - 7 MB]