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Dana Carr details annual performance reporting requirements for SBMH and MHSP grantees
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Summary
In a module of a grants management webinar, Dana Carr, group leader for the SBMH and MHSP demonstration grant programs, explained annual performance reporting (APRs), the ED 524 form components, submission via G5, progress scoring (70% threshold), and potential monitoring or payment consequences for low scores.
Dana Carr, group leader for the school-based mental health (SBMH) and mental health service professional (MHSP) demonstration grant programs, told new grantees in the fourth module of a grants-management webinar that all grantees must submit annual performance reports (APRs) and a final performance report 120 days after a grant closes.
Carr said the APRs will use the ED 524 form and must include “a required cover sheet, a narrative executive summary, data tables, and budget information.” She said grantees should report barriers or challenges they faced during the year, note successes, and include any additional information they believe is relevant.
The department will accept APR submissions through the G5 system. “Your federal project officer, your FPO, will email you well in advance of the due date of the APR,” Carr said, adding that the program office will provide a recorded webinar and written resources to help grantees complete their reports accurately.
Carr described how the program will judge progress: submitted data will be compared with the performance-measure targets set in each grantee’s approved application and combined with ongoing program monitoring and fiscal and administrative oversight. She said the FPO will consider grantees’ financial management and controls (including excessive drawdowns or large available balances), staff turnover, responsiveness, internal controls, and whether required grant conditions have been met.
“A grantee is considered to be making substantial progress if they meet or exceed 70%,” Carr said. She added that grantees who score between 70% and 80% will receive enhanced monitoring from their FPO. Grantees scoring below 70% will be notified by email, may be required to submit a corrective action plan, could be placed on reimbursement or route-payment status, and in some cases the grant might not be continued.
Carr closed by reiterating that more detailed guidance will be provided closer to reporting time and that the modules include contact information for grantees with questions.
The federal project officer will provide specific timing and submission instructions ahead of the APR due date; grantees with questions were directed to the resources and contact information included with the module materials.
