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Completing an Annual Evaluation Report for the Planning Year

Learn how to create, fill out, and submit an Annual Evaluation Report in the planning year, Year 1 of the grant performance period.

Creating a New Annual Report Form

Log In: To get started, go to dodeagrants.org, click on the Grantee Login button in the top right corner of the homepage, and sign into your account.

Note: If you do not have credentials yet, click on the Create New Account tab to create a login.

 

Reporting Page: Select Reporting in the horizontal navigation menu across the top of your account page. 

 

Add New Report: Select the Add New Report button in the top center of the page above the filters. Then select Annual Report from the dropdown menu that appears.

Tip: To access guidance documents and webinars on creating reports, select the Reporting Resources button in the top right corner of the page.

 

Filling out the Form

Award Year: Select the year the grant was awarded from the dropdown menu. Then click Apply.

 

Program Overview Section

Evaluation Data: Before starting this section, note the opening comment addressed to evaluators. It states, "Your baseline outcome data should be established from the Spring test scores. Please write N/A where data has not been collected or is not applicable for a specific strategy."

Mandatory Fields: Fill in all the mandatory fields, which are marked with a red asterisk.

Note on the Grantee dropdown menu: This menu displays only grantees currently associated with your DoDEA grants account. To have a grantee added to your account, please contact the DoDEA Evaluation Technical Assistance Center (ETAC) at support@dodeagrants.org

 

Complete and Save: To continue to the next section, you will need to enter responses in all mandatory fields and click the Save button in the bottom left corner of the page. The rest of the form will be available after this section has been completed and saved.

 

Goals and Strategies

Goals: Enter each goal as it appears in the grant project narrative (up to three goals).

Strategies: For each goal, enter up to three strategies.

Strategy Category: For each strategy, select a Strategy Category from the dropdown menu. Then select the corresponding radio button indicating whether the strategy has been implemented or not at the time of reporting.

 

Narrative Fields: For each goal, use the text fields provided to describe the accomplishments and challenges of the associated strategies, as well as the intended outcomes of the goal, how it will be measured, and any additional insights, as applicable.

 

Saving Your Progress

Save Frequently: Click the Save button at the bottom left of the page throughout your session to preserve your progress. After saving, you can continue to fill out and edit fields, or exit the form and return to it later.

 

Confirmation Message: After you have clicked Save, a green confirmation message will appear at the top left of the page.

Note: The title of the report appears in blue hyperlinked text within the green confirmation message. Make a note of this title to locate the report more easily in the future. Click the hyperlinked title to open and view the saved report. 

 

Revisit and Edit as Needed:  To learn more about using filters to find forms for viewing and editing, read Navigating the Reporting Dashboard

Note: Planning year (Year 1) reports can be distinguished from Implementation Year (Year 2-4) reports by the letters PY (for "planning year") which precede the school district name in the title of planning year reports.

 

Submitting a Report

Submit: Once you have completed the form, checked over your entries, and are ready to send the document to DoDEA Grants staff for review, click Submit at the bottom left of the page. 

Note: Clicking Submit will lock the form for further editing and send it to DoDEA Grants staff. You CANNOT retract or edit a form after it has been submitted. Forms are not submitted to DoDEA Grants staff for review until Submit has been clicked.

 

Confirmation Message: After you have clicked Submit, a green confirmation message with the hyperlinked title of the report will appear at the top left of the page. 

 

Download: To download a submitted or saved report as a PDF, locate it under the Annual Report tab of the Reporting page and click the Download symbol across from the title.

 

Next Steps

Edits and Updates to Submitted Reports: If you need to make an update to a submitted report, please contact ETAC at support@dodeagrants.org

Financial Reporting: After you have submitted your Annual Evaluation Report for the planning year, don't forget to create and submit an Annual Federal Financial Report (SF-425 Form) through the Financial Review dashboard.

Note: For further guidance on annual financial reporting requirements, read Completing an Annual Federal Financial Report.