Reporting

At The Brico Fund, we believe that evaluation is a process, not an event.  While we recognize the importance of quantifying your work and monitoring your activities and number of people served, The Brico Fund asks that you frame your reporting to us in a systemic change perspective – focusing on the issue or problem you are addressing.  Because we hope our funding gets at root problems to create systemic change, we want you to share your learning from a broader perspective. As you write your report, remember to reflect on the three broad goals you stated in your preliminary application.

The following guidelines will assist you in framing information for us.  If you have questions about the timing or content of a report, please call or email us.  The grant period and specific reporting dates will be included in your grant agreement. Reports may be emailed (.(JavaScript must be enabled to view this email address)) to meet deadlines, but hard copies with original signatures must also be mailed to The Brico Fund to complete your reporting requirements.

Interim (6-month) Report Process

We understand that unexpected opportunities and challenges influence the progress/short-term outcomes of an organization or its programs.  With this in mind, you may be asked in your grant agreement to share your 6-month progress with us in a way that allows you to make necessary adaptations as your learning unfolds.

In letter format, not to exceed three pages, please provide the following information using a separate section heading for each of the questions:

  1. List and briefly explain progress on the three goals you outlined on your Preliminary Application form.
  2. List and briefly describe any obstacles/constraints to achieving the expected results. Likewise tell us of successes moving forward.
  3. Describe any significant changes to your overall organization or board, as well as to project goals, strategies, budget and/or personnel.
  4. Include your most recent financial report showing organizational funds raised and expended to date.  If you have a project grant, indicate the percentage of the project budget raised and project monies expended to date.
  5. Please include anything else you want us to know.

Submit Your Report Via Email.

Final (12-month) Report Process

Please limit final reports to three pages, addressing the following questions:

  1. What was your most significant achievement or impact during the grant period?
  2. Were all three of your original goals accomplished as you had hoped?  Why or why not?
  3. With benefit of hindsight, as you continue your work, what might you consider doing differently next time?
  4. Did you encounter any unexpected difficulties?  If the project was unable to accomplish parts of its agenda, what were the barriers to doing so?
  5. What partnerships or collaborations were created or have you entered into during the past year as a result of this grant?  Will these relationships continue?
  6. Are you planning to continue the project or program?  Why or why not?  If yes, how will you fund it in the future?
  7. Please include the following financial information:
    • An accounting of the total project and organization expenditures compared to the original budget projection.
    • What percentage of the project or organizational budget (if general operating support) was raised, and what were the major funding sources? 
    • If there was significant shortfall, what budget or program adjustments were made?
    • A year-end statement (audited if possible) of all income and expenses at the close of the fiscal year of your organization.

Submit Your Report Via Email.