Materials to submit a request for a Budget Modification 

• Original NVF Budget Template submitted with the grant application 
• Complete the Budget Revision Tab in the Template
• A short paragraph detailing why you need a budget revision.

Material Needed to Complete a Mid-grant Report

1. The project title as it appears on the original grant application
2. The total funding request and the total expenses to date
3. Answers to these questions

• Please describe what is going well with your project. (300-word limit)
• Please describe any challenges you are experiencing with your project (300-word limit)
• In the project application, you were asked to list outcomes and deliverables. As you view your work, are the outcomes and deliverables you listed in your application obtainable? If yes, please describe your progress in obtaining the objectives and deliverables. If not, please share how you would like to revise them. (200-word limit)
• How can we better support your work? (300-word limit)
• How can we assist you in highlighting your work inside and outside of your institution? (300-word limit)The requirements for completing the final grant report can be found in Exhibit B of the ratified grant agreement. 

Material Needed to Complete The Final Grant 

• a copy of the grant agreement 
• Answers to the Exhibit B questions. (Exhibit B questions are found in the ratified grant agreement). 
• DEI statistics if you collected that data
• The original NVF Project Budget Template with the reporting tab filled out. If the finance department has a separate financial sheet you can upload that as well.
• Any links or copies of specific deliverables or open educational resources.
• Any links to publications (case studies, reports, papers...) developed out of this work

Material Needed to Complete The Final Grant 

The requirements for completing the final grant reports can be found in Exhibit B of the ratified grant agreement. 

1. a copy of the grant agreement 
2. Answers to the Exhibit B questions. 
3. The original NVF Project Budget Template with the Reporting Tab filled out. If the finance department has a separate financial sheet you can upload that as well.
4. Any links or copies of specific deliverables or open educational resources.
5. Any links to publications (case studies, reports, papers...) developed out of this work

Material Needed to Complete a Mid-grant Report  

1) Project Summary (300-word limit) Please provide a summary of the status of your project to date. In your narrative of the project, please include:

a. Activities and progress 

b. Institutional issues and/or project challenges 

c. Partner issues or challenges 

2) Progress Toward Objectives & Deliverables (300-word limit) As part of your grant application, you listed expected outcomes and deliverables. Please list the outcomes and deliverables listed in your grant application. a. Of the listed outcomes and deliverables, which, if any, have been accomplished? 

3) Challenges or Lessons Learned (500-word limit) In the listed outcomes and deliverables, what are the challenges in meeting the deliverables outline in the application? 

4) Project Impact (200-word limit) Describe how your project is meaningfully addressing the barriers to equity and access related to Public Interest Technology that you identified in your original grant proposal. Please describe what challenges you experiencing in meeting equity, diversity and inclusion related to your ongoing project. (300-word limit) 

5) Network Impact (300-word limit) Describe how your project is creating shared resources or otherwise strengthening the community of educational institutions committed to Public Interest Technology. (300-word limit) 

6) Institutionalization of PIT (300-word limit) Describe how, if at all, your project will contribute to Public Interest Technology becoming institutionalized within your university (i.e., through committed university funds, support from leadership, or collaboration between departments, faculty, or other groups). If you do not anticipate Public Interest Technology will become institutionalized in the short- or long-term, please explain why. 

7) Budget & Expenses to Date 

a. Total funding request 

b. Total expenses to date 

c. Total In-kind funding propose 

d. Total In-kind funding utilized to date 

e. Please explain any unforeseen expenses or other adjustments you have had to make to your proposed budget. 

f. The Network Challenge Grants have a 16-month grant term, please upload a copy of the grant expenses to date spreadsheet* 

Material Needed to Complete The Final Grant 

The requirements for completing the final grant report can be found in Exhibit B of the ratified grant agreement. 

1) Project Summary (300 words maximum): Please provide a clear and concise statement summarizing the work your institution(s) completed during the duration of the grant period. 

2) Objectives & Activities: (250-word limit) Describe the specific objectives of the project supported by the Challenge. Summarize the activities you engaged in during the grant period to accomplish these objectives, and any progress towards the outcomes or impact that you were hoping to achieve. 

3) Key Drivers of Meeting the Project Objectives: (250-word limit) Were you able to accomplish your objectives, please describe what you saw as the key drivers or enabling conditions of that success. If applicable, please share a specific instance or event that illustrates the impact of your project. 

4) Expected Outcomes: (200-word limit) As part of your grant application, you listed EXPECTED outcomes and deliverables. Please list the original outcomes and deliverables you listed on your grant application. 

5) Achieved Outcomes & Deliverables: (500-word limit) Please list the ACHIEVED (FINAL) outcomes and deliverables here. 

6) Project Impact Statement: (200-word limit) Provide a clear and concise impact statement regarding your work. 

7) Equity, Diversity, Inclusion, and Number of Participants: (500-word limit) Describe how your project meaningfully addressed the targeted community and the demographics of the project participants compared to the demographics of the larger population. If your project was not able to address said barriers as meaningfully as intended, please describe what challenges you experienced or lessons you learned. What sources of bias was the project subjected to and what mitigation strategies did you employ to generate more equitable outcomes to engage, serve, and collaborate with those populations in ways that are informed by best practices? 

a) Estimate the percentage of non-majority project participants. 

b) Demographic 

8) Lessons Learned and Challenges (500-word limit) In the final outcomes and deliverables you listed above, highlight any challenges, expected or otherwise, or lessons learned throughout the grant period. Describe any adjustments or changes you made to your activities to address challenges as they arose. 

9) Network impact: (300-word limit) Describe how your project created shared resources or otherwise strengthened the community of educational institutions committed to Public Interest Technology. 

10) Institutionalization of Public Interest Technology: (300-word limit) Describe how, if at all, your project will contribute to Public Interest Technology becoming institutionalized within your university (i.e., through committed university funds, support from leadership, or collaboration between departments, faculty, or other groups). If you do not anticipate Public Interest Technology will become institutionalized in the short- or long-term, please explain why. 

11) Attachments: In addition to the report narrative, please submit the following attachments: 

a) Financial report detailing final accounting of budgeted vs. actual expenditures of all grant funding, including the entire project budget and all sources of revenue and expenditures (including grassroots and direct lobbying expenditures, if applicable), in addition to this Grant. 

b) Artifacts and Open Educational Resources (OER): and other artifacts developed with grant funds i) A list of all intellectual property and assets purchased or created with the Grant. 

ii) Any publications or media generated as a result of your project. 

12) Certification: All [GRANTEE NAME] activities were and are consistent with charitable purposes under Sections 501(c)(3) and 509(a)(1), (2) or (3) of the Internal Revenue Code, and [GRANTEE NAME] complied with all provisions and restrictions contained in this Agreement, including, for example, and without limitation, those provisions related to lobbying and political activity. 

Requests for payment or reimbursement is due 30 days after the conclusion of the project or event.
 Some information before you start:

SOW Initial Paperwork 

• Include the finalized SOW, a completed W-8 or W-9, a completed Worker Classification Form, and the completed NVF EFT (electronic fund transfer) form

Travel reimbursements 

• Individuals are requested to purchase the lowest available fare at a reasonable travel time. We do not intend to make all people fly red-eyes when flying from one coast to the opposite coast.
• Meal, taxi, Lyft, or Uber expenses are not reimbursed, so do not include them in your request.
• To request reimbursement, Include:
• all receipts and itemize them on the NVF Reimbursement form
• Completed W-8 or W-9
• Completed NVF EFT (Electronic Fund Transfer) form

End of Contract Request for Payment

• Include the final invoice, a copy of the signed SOW agreement, a completed W-8 or W-9, a completed Worker Classification Form, and the completed NVF EFT (electronic fund transfer) form

 FORMS.

• Worker Classification Form
• NVF Expense Reimbursement form (Individuals will have to list these expenses on the attached NVF Expense Reimbursement Form, as well as include receipts)
• W-9 or W-8BEN (These forms are what we will need to set the individuals up as vendors in our payment system.  If any attendee is international, they will need to fill out a W-8BEN form instead of a W-9.)
• NVF Electronic Fund Transfer Form (US), NVF International Wire Form
• Sample Contractor Invoice