CBSF Reporting Guide

Follow these steps for guidance on how to complete a final report for a NFWF CBSF grant

If you're reading this, you've reached the end of your grant award's period of performance and it's time to submit your final report to NFWF. This guide walks you through the steps to update a FieldDoc pact to meet your final reporting requirements.

Step 1. Find your Pact

Every grant award should have a single Pact in FieldDoc. This Pact should include all of the work that you proposed in your original application. When you open the Pact, you will arrive on the Pact Overview Page.

Step 2. Review and Update your Activities

A Pact collects activity records from your organization's portfolio and shares them with a funder. The records that are linked to a pact remain in your organization's portfolio.

Activity records from one organization's workspace portfolio can be shared to multiple pacts. Activity records can only belong to a single organization workspace - you cannot add records from different organizations to the same Pact.

Chances are, you may need to make changes to the activity records linked to the pact. You can create or edit activity records within the existing pact.

Step 3. Check your modeled estimates.

Each activity record may have estimated sediment and nutrient load reductions associated with them. For any newly created activity records, make sure you run the model (it doesn't automatically run). We recommend re-running the model for old records as well.

Step 4. Update your Metrics

Metrics are tracked within individual activity records. When you created your records in FieldDoc, you selected metrics from NFWF's programmatic metric list and set planned_values for each metric. Now that you've arrived at the end of your period of performance, it's time to enter in your implemented_values.

Step 5. Add Completed_on dates to all activities

Within each activity record there is a field where you can enter the completed_on date. This date should represent when the activity was installed to specification. This date is important because it is used by NFWF to complete NEIEN reporting requirements relevant to this implementation work.

Step 6. Review your data

Let's take a look at your Pact overview page and make sure that everything meets the requirements for NFWF.

1. Recipient organization is the same as the grant award recipient.

2. All "demonstration" data has been removed and replaced with verifiable representations of on the ground, implemented activities.

3. Models have been run with the latest extent data.

4. All Metrics listed on the Pact match what is listed in your Easygrants account.

5. All metric planned_values and implemented_values match what is listed in your Easygrants account.