Inaterim Performance Report Templeate

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Interim Performance Report
An Interim (Annual) Performance Report must be received within 90 days after the end of the first year of the date of the signed grant agreement and 90 days after the end of each subsequent year until the expiration date of the grant period. You are required to report on the administration of the agreement and each project approved within the agreement.
Grant Information
Agreement

AMS Agreement Number:
Enter Agreement Number (e.g., 16SCBGPXX####).
Period of Performance:
Start Date:
Enter Date.
End Date:
Enter Date.
Award Amount:

Recipient

Recipient Organization Name:


Recipient’s Point of Contact

Name: 

Phone:

Email:

Report

Report Type:
Enter the Type of Annual Report (e.g., 1st Annual, 2nd Annual).
Date Report is Submitted:
Enter Date.
Grant Administration
If funds were used for grant administration, indicate the amount of funding that has been expended from the beginning of the grant to the end of the reporting period covered by this report. Also, indicate the amount charged as indirect expenses versus the amount charged as direct expenses.
Amount Requested
Direct and/or Indirect Expended to Date






Annual Project Report Template
Annual Performance Reports must illustrate the progress made toward the completion of each project within the grant agreement. Each project shall be outlined as separate project profiles. You will report on projects in the same order they were submitted in the approved application and subsequent amendments.
If a project is completed at the time of Annual Performance Report submission, the project report should be submitted in Final Performance Report format.
Project Information

Project Title
Enter Project Title as Stated on the Grant Agreement.
Recipient Organization Name:
Enter Recipient Organization Name.

Recipient’s Project Contact

Name:
Enter the Project Contact’s Name.
Phone:
Enter the Project Contact’s Phone Number.
Email:
Enter the Project Contact’s Email.
Project Report

Annual Report Type:
Enter the Type of Annual Report (e.g., 1st Annual, 2nd Annual).
Reporting Period:
Start Date:
Enter Date.
End Date:
Enter Date.
Performance Narrative
Activities Performed
Address the below sections as they relate to this reporting period.
Accomplishments
Estimate the Total Percentage (%) of Work Completed on the Project	Enter Percent%
List your accomplishments or activities for this period of performance, and indicate how these accomplishments assist in the fulfillment of your project’s objective(s), identifying the specific objective(s) from the Accepted Project Proposal.
#
Accomplishment/Activity
Relevance to Objective
1


2


3


4


Challenges and Developments
Provide any challenges to the completion of your project or any positive developments outside of the project’s original intent that you experienced during this reporting period. If those challenges or developments resulted or will result in corrective actions and/or changes to the project, include those in the space below.
#
Challenge or Development
Corrective Action or Project Change
1


2


3


4


Outcome and Indicator Results to Date
Please list the Outcomes and Indicators you selected in your accepted project proposal, and identify the quantifiable results, along with an update on their progress. It is understood that the results may not yet be final at the time that this report is submitted; however, please provide an update on the progress to date. 
#
Outcome/Indicator
Quantifiable Results
1


2


3


4


Discussion of activities performed (If Needed)
Provide any additional information that has not already been covered by Accomplishments, Challenges, and/or Outcomes sections.  This section is not required. 

Upcoming Activities
Describe activities you plan to complete during the next reporting period.
#
Activity
Anticipated Completion
1


2


3


4


Project Expenditures to Date
Expenditures

Cost Category
Amount Approved in Budget
Actual Federal Expenditures
(Federal Funds ONLY)
Personnel


Fringe Benefits


Travel


Equipment


Supplies


Contractual


Other





Direct Costs Sub-Total


Indirect Costs





Total Federal Costs





Discussion of expenditures
For 1st Annual Reports if this amount is less than 30 percent and for 2nd Annual Reports if this amount is less than 60 percent, include a statement explaining how the grant funds will be expended and project activities completed as planned by the end date on the grant agreement. 

Program Income (if applicable)

Source/Nature 
(i.e., registration fees)
Amount Approved in Budget
Actual Amount Earned












Total Program Income Earned



Use of Program Income
Describe how the earned program income was used to further the objectives of this project.