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Frequently Asked Questions

1. What are my reporting obligations to RWJF?
2. How do I submit my reports and products to RWJF?
3. What financial reports do I need to file?
4. When and how do I revise my budget?
5. What if the project changes scope or objective?

1. What are my reporting obligations to RWJF? (Answer last updated on Apr 22, 2009)

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

   • Narrative reports: Grantee Reporting Instructions: Annual Narrative Reporting and Grantee Reporting Instructions: Final Narrative Reporting
   • A financial report (required every six months if your grant budget exceeds $200,000): Financial Guidelines and Reporting Instructions
   • A bibliography (if required): Grantee Reporting Instructions: Product Submission and Bibliography Formatting and Submission. For instructions on submitting products, see RWJF Electronic Submission Standards
   • 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
   • Additional reporting if you manage a national program: National Program Office Reporting Instructions
   • 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 information on those requirements, please contact your national program office.

        

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2. How do I submit my reports and products to RWJF? (Answer last updated on Apr 22, 2009)

   All reports and products are submitted via e-mail to grantreports@rwjf.org. See RWJF Electronic Submission Standards for more information.

   You will be notified when narrative and financial reports are due. We ask that you submit products from your grant as soon as they are completed. See RWJF Electronic Submission Standards for more information.

      

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3. What financial reports do I need to file? (Answer last updated on Apr 22, 2009)

   In addition to narrative reports, all grantees are required to submit annual and final financial reports. Grantees with awards over $200,000 are asked to submit expenditure reports every six months. RWJF creates a financial reporting form from your budget that you are to use when reporting expenditures to us. You may use the form provided or recreate the format using your own spreadsheet program. Financial reports are due 30 days after the end of each interim and annual budget period and at the end of the grant. Please refer to Financial Guidelines and Reporting Instructions for more information.

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4. When and how do I revise my budget? (Answer last updated on Apr 22, 2009)

   Your budget will need to be revised if you anticipate spending in excess of 105 percent of an approved budget category; when you need to add a line item or adjust your line-item distribution because of a change in your project; or if you wish to carry over unspent funds from a prior period. Send your budget revision request to your RWJF grants administrator and program officer and to your national program office if your grant was awarded under one of RWJF's national programs. See Budget Revision Guidelines for more information.

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5. What if the project changes scope or objective? (Answer last updated on Apr 22, 2009)

   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 more information.

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