Non-Profits

GGRF Accomplishment Reporting (NEW)

Appendix F. SFA Semi-annual Progress Report Template, SFA

Non-Profits

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Solar for All (SFA)
Semi-Annual Progress Report Template

General Information

Recipient Organization:


Organization Address:


Point of contact:


Email Address:



Grant Award Number:


Grant Award Start Date:


Grant Award End Date:



Reporting Period Information

Year




July 1 – Dec. 31


Jan 1 – June 30

Instructions

This semi-annual progress report details the work done during each reporting period set out in the Terms and Conditions of the award.

  • Please include activities, accomplishments, and progress toward the goals and milestones stated in your workplan. All the information provided should be what was completed within the reporting period, except for projections where noted.

  • The report template includes several places to provide quantitative data that can be tabulated. EPA staff will use the data you provide in this report to help quantify program impacts.

  • Please include any attachments that help illustrate your progress or accomplishments (news articles, photos of completed projects, marketing material developed, market or planning studies, summary sheets of loans or other financial products provided, etc.). Further instruction for attachments is included in the sections below.

  • Where noted, please include the “Project Identifier - Grantee” when referencing a project. This is the same ID assigned to the associated transaction entered in the Greenhouse Gas Reduction Fund (GGRF) transaction database.

  • Please contact your Project Officer (PO) if you have any questions about your reporting requirements.

Recipients may submit a request to their Project Officer for an extension of up to 60 days after the end of the reporting period to submit reports. A request may be made once during the period of program performance, and it must include 1) an explanation of recipient’s unique circumstance as to why they need the extension; 2) the length of the extension; and 3) the duration of the extension. If a recipient makes a request for an extension for which the duration is less than the period of program performance, then the recipient would need to make another request for extension, if needed.

Program Implementation

Success Story

Please share a short “success story” describing the effect a project or group of projects had on a particular household, community, or community lender. Please use between 300 and 1000 words.



Progress Towards Achievement of Outputs, Outcomes, and Milestones

Please describe progress towards achievement of some of the outputs, outcomes, and milestones as articulated in the workplan. Only include progress made during this reporting period (however, please include updates on projects initiated in previous reporting periods when relevant). EPA encourages recipients to include examples with quantitative outcomes and outputs. Please use between 300 and 1000 words. If highlighting a project, please include the “Project Identifier - Grantee.”



Program Evaluation and Evidence-Building Activities

Please describe any evaluations of GGRF-related program administration and project portfolios conducted during this quarter. Program evaluations may include assessment of effectiveness and efficiency in achieving outputs, outcomes, and objectives. Please use between 300 and 1000 words. If no relevant activities were undertaken during the reporting period, please respond N/A. (For more guidance on program evaluation and evidence-building see EPA’s Evaluation Policy and SFA Notice of Funding Opportunity).




Community Outreach Completed

Use the table below to identify a sample of 5-7 outreach activities completed during this reporting period. Please list the community or stakeholders that were part of the outreach and then a brief description and outcome of the outreach activity. EPA encourages you to consider identifying a diverse sample of outreach activities completed, considering diversity of communities engaged as well as diversity of community outreach strategies and mediums. Examples of stakeholders are community groups, developers, local governments. If there are any work products associated with the outreach such as marketing material developed, please attach PDF or image copies of those items along with this report.

  • Stakeholders or Organization Name: Enter the name of the organization or a description of the community or stakeholder(s) contacted.

  • Project ID: If activities are associated with a project(s) please include the project ID.

  • Date Completed: Provide the specific date that the outreach activity was completed. If a specific date is not appropriate, you can provide the month and year.

  • Location Details: Enter the FIPS code and census tract code of where the outreach activity took place.

  • Zip Code: Enter the zip code where the meeting took place.

  • Who Attended: Include broad categories and counts of who attended the meeting or who was involved in the outreach. For example, 50 community members, 3 developer representatives, 6 local government representatives.

  • Description of Outreach or Meeting: Include a description of the outreach completed including the type of outreach or meeting. For example, community feedback meeting convened between developers and the community, an informational meeting held on your GGRF program, ads used to notify eligible community members of potential benefits under your GGRF award.

  • Outcome of Outreach or Meeting: Describe how feedback from the outreach or meeting has been incorporated into your work on the program.


Stakeholders or Organization Name

Project ID

Date Completed (MM/YYY)

Location Details
(FIPS and Census Tract Code)

Zip Code(s)

LIDAC?

(Y/N)

Who Attended

Description of Outreach or Meeting

Description of feedback received (bullet points)

Was feedback summarized publicly?

(Y/N)

Outcome of Outreach or Meeting















































































Media Attention

Optionally, please provide samples of media attention your projects have received during the reporting period. Examples include features in local newspapers, news sources, social media posts about your work, etc. If possible, EPA requests that you include digital copies, such as scanned images, portable document format (PDF) files, or other formats that can be stored with the report. Please use between 300 and 1000. If highlighting a project, please include the “Project Identifier - Grantee.”



Challenges in Implementation

If applicable, describe any challenges you encountered during the reporting period and how you overcame or are addressing them. Examples of challenges include difficulty attracting borrowers to the program, difficulty in collecting data from lenders and/or subrecipients, or larger administrative challenges in managing the program. Include discussion of outputs/milestones not met and plans to address this in the next reporting period. Please use between 300 and 1000 words.



Project Pipeline and Plans for Next Reporting Period

Please describe any plans for future work that EPA or your Project Officer should be aware of. This can include metrics describing your current transaction pipeline or new ways you plan on reaching the outputs and outcomes in your workplan. Please use between 300 and 1000 words.





Meaningful Benefits

Community Ownership

Please describe how your program facilitated ownership models that allow for low-income & disadvantaged communities and households to own assets. Include examples of the types of community ownership models and projects funded under your programs. Please also include any actions to limit risk to communities when ownership pathways are offered, for example, how your program has accounted for Operation and Maintenance for community owned systems. Please use between 300 and 1000 words.





Climate Resilience

Please describe how some of the projects you funded or initiated this reporting period will increase grid and community resilience to extreme weather, electricity outages, and disruptions to energy supply. Specifically, please also include how your programs will increase resilience to potential climate-related disasters (e.g., hurricanes, wildfires, sea level rise, extreme weather, etc.) or how the projects will be addressing climate resilience (i.e., incorporate climate-resilient building codes or standards, nature based solutions, or use climate risk analyses or plans), or any measures taken this reporting period to ensure the climate resilience of your projects. Please use between 300 and 1000 words. If highlighting a project, please include the “Project Identifier - Grantee.”



Workforce Development and Entrepreneurship

Describe how your program has invested in jobs and businesses in low-income and disadvantaged communities during the reporting period. Please describe specific steps your program has taken to ensure job quality and expanding opportunities for workers from underserved communities in the use of grant funds for solar projects. If applicable describe how your program has collaborated with labor unions, developers, contractors, Registered Apprenticeship programs, and other partners that are committed to “high road” labor practices, including providing family-sustaining benefits, predictable work schedules, retirement contributions, safe working conditions, the free and fair choice to join a union, supportive services, and other characteristics of a good job. Describe any Project Labor Agreements deployed on projects funded by your program. Finally, with respect to disadvantaged business enterprises, please also describe how you are implementing EPA’s six good faith efforts. Please refer to EPA’s Six Good Faith Efforts webpage for more information. Please use between 300 and 1000 words.



Davis-Bacon and Related Acts Labor Outcomes

Please provide select information on an aggregated basis from the U.S. Department of Labor’s Form WH-347(OMB No. 1235-0008) for Davis-Bacon and Related Acts (DBRA)-covered construction projects assisted by GGRF funds awarded to the recipient. Please provide the following information for all projects that were open during any part of the reporting period.


Mobilizing Finance

Model Practices

Please describe some successful strategies to mobilize public or private capital you have employed during your work on the award that you recommend to scale or disseminate more widely. For example, you can provide this information in the form of a business case study on market transformation, or innovations in the financial products and services you are providing. Also, please include what you have already shared with other organizations regarding best practices if applicable. Please use between 300 and 1000 words. If highlighting a project, please include the “Project Identifier - Grantee.”





Project-Deployment Technical Assistance Accomplishments

If applicable, please describe any technical assistance provided during the reporting period as well as benefits and some lessons learned through the process of providing technical assistance through your grant program. Please use between 300 and 1000 words. If describing distinct technical assistance projects, please use the “Project Identifier - Grantee.” where appropriate.



Changes in Low-Income Solar Deployment Market Structure and Regulatory Policies

Please provide a summary of recent changes to enabling solar policies, including net metering, third-party ownership, and renewable portfolio standards, grid integration, among others, that impact low-income residential distributed solar deployment in the geography you are serving. If there are no changes, please respond “N/A". Please use between 300 and 1000 words.



Semi-Annual Metrics

Program Income

If the program generates income, please provide a breakdown of income generated within the reporting period in the table below:


Income Type 

Entity That Generated Income 

Income Generated During Reporting Period 

Total Income Generated to Date 

Principal Repayment 

Recipient 

 

 

Subrecipients 

 

 

Interest 

Recipient 

 

 

Subrecipients 

 

 

Loan Sales 

Recipient 

 

 

Subrecipient 

 

 

Funds Raised* 

Recipient 

 

 

Subrecipient 

 

 

Other Program Income Generated**

Recipient 

 

 

Subrecipient 

 

 

Costs Incidental to Generation of Program Income 

Recipient 

 

 

Subrecipient 

 

 

Total 

Recipient 

 

 

Subrecipient 

 

 



*Please see 2 CFR 200.442 for a definition of fund raising.

**Describe the source of any other program income generated, if any:



Budget Summary

Please provide a summary of expenditures for the reporting period against your total program budget.

Budget Category

Budget

Expenditures

Cumulative Expenditures

Personnel

$

$

$

Fringe Benefits

$

$

$

Travel

$

$

$

Equipment

$

$

$

Supplies

$

$

$

Contractual

$

$

$

Construction

$

$

$

Other

(Including Financial Assistance)

$

$

$

Total Direct

$

$

$

Indirect Charges

$

$

$

TOTAL

$

$

$

Additional Attachments

Please list any additional attachments (graphics, photos, other) submitted with this progress report.


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