Pro Bono Innovation Fund Reporting Requirements

All grantees are required to submit reports and other information to LSC. Pro Bono Innovation Fund grantees have additional reporting requirements that must be submitted to LSC by the due dates provided as part of the acceptance of the award.

Evaluation Plans

Grantee organizations are required to develop and submit an evaluation plan for LSC’s approval at the beginning of the grant term.

Evaluation planning is critical for project management and grant administration for all Pro Bono Innovation Fund grants. Evaluation plans define the activities and deliverables for the project and are incorporated by reference into the formal grant award.

The evaluation plan should

  • clearly articulate the goals and objectives of the project
  • identify the project activities and strategies that will be implemented to achieve the goals and objectives
  • specify the methodologies and data sets that will be used to evaluate the project's progress and accomplishments

Watch the Evaluation Plan webinar below for assistance.

Evaluation Plan Template

Administrative Information

Grantee Name:
Pro Bono Innovation Fund Grant Number:
Submission Date:
Contact Person:
Phone Number:
Email Address:

 

Project Goal:

 

Project Objectives, Activities & Evaluation Data

Objective 1:

Project Activities (Months 1-6)
Project Activities (Months 7-12)
Project Activities (Months 13-18)
Project Activities (Months 19-24)

Evaluation Data for Objective 1:

Objective 2:

Project Activities (Months 1-6)
Project Activities (Months 7-12)
Project Activities (Months 13-18)
Project Activities (Months 19-24)

Evaluation Data for Objective 2:

Continue to add objectives and corresponding project activities and evaluation methods/data sets as needed.

Changes to Evaluation Plan

If your organization is requesting to move, modify, or eliminate goals, objectives, or activities from an approved evaluation plan, you must email the grants administrator.

Any changes to the timeline or scope of the Pro Bono Innovation Fund project must also be made in writing to the grants administrator.

Changes to evaluation plan activities should be made prior to the end of the payment period in which the project activity is to be completed.

Progress Reports

Pro Bono Innovation Fund grantees are also required to submit progress reports every six months on a schedule that aligns with either the 18-month or 24-month project.

Pro Bono Innovation Fund projects receive an initial payment at the start of the grant term and subsequently receive grant payments upon timely submission of progress reports that show satisfactory progress on project activities.

Watch the Pro Bono Innovation Fund webinars on Vimeo below for assistance.

To submit a Pro Bono Innovation Fund progress report, your organization should complete the progress report template below. On or before the reporting deadline, email the progress report to the grants administrator.

If you cannot complete the planned activities, you are required to address this in the progress report for the time period when the activity was supposed to occur. In the progress report, you should propose a new timeframe for completion of the activity.

For example, if you planned to hire a project staff attorney within the first six months of the project but the hiring process was delayed, the reasons for the delay should be discussed in the progress report with a new timeframe for the hire to occur.

Progress Report Template

Reporting Period:
Grantee Name:

Project Objectives, Activities & Data: Provide detailed information about your progress towards meeting each of the following objectives and activities from your evaluation plan and for this reporting period. 

Project Activities from Evaluation Plan

Objectives:

Activities Months 1-6:

Evaluation Data for Objective in Months 1-6:

Challenges: Discuss the challenges or obstacles you encountered during this reporting period. Be sure to include whether the challenges have been resolved or if they remain unresolved, the plans to address them.

Project Team Staffing: Describe any changes to the staffing of your project team during this reporting period. Include information about new hires or other changes in key staff. If you have hired a new staff person for the project, please provide a brief biographical statement about your project staff person.

Recruitment: In addition to any recruitment activities discussed in your Project Objectives and Activities, describe efforts made during the reporting period to recruit pro bono volunteers for your project. Include information about specific challenges faced, effective practices developed, and marketing efforts.

Development of Partnerships/Collaboration: In addition to any partnerships activities discussed in your Project Objectives and Activities, if your project is collaborating with new or other stakeholders, list the entities or organizations and briefly describe the collaborative activities in this reporting period.

Sustainability: Describe any specific organizational strategies that are in place or being developed in this reporting period to sustain the results of the project. Describe your plan for transitioning your project away from Pro Bono Innovation Fund resources.

Other Accomplishments: Describe any additional project or project staff accomplishments that are not reported within the Project Objectives and Activities or elsewhere in this report.

Stories: Include stories that would best communicate to the public how your Pro Bono Innovation Fund project has been addressing client needs and encouraging more effective and robust pro bono service. Particularly helpful are stories that include measurable/numerical results and new, replicable solutions.

Training/Technical Assistance Needs: What type of assistance can LSC provide to you and your organization at this time?

Payment Schedule

For Fiscal Year 2015 Grantees

24-Month Projects

Payment
Report Due Date
Required Report
Reporting Period
Payment Date
Payment Amount (% of total grant)
1 (initial) October 2015 20%
2 April 29, 2016 Progress Report October 1, 2015-March 31, 2016 (covering months 1-6) May 2016 20%
3 October 31, 2016 Progress Report April 1, 2016-September 30, 2016 (covering months 7-12) November 2016 20%
4 April 28, 2017 Progress Report October 1, 2016-March 31, 2017 (covering months 13-18) May 2017 20%
5 January 1, 2018 Final Report & Final Financial Report October 1, 2015-September 30, 2017 (covering entire 24-month grant period) November 2017 20%

 

18-Month Projects

Payment
Report Due Date
Required Report
Reporting Period
Payment Date
Payment Amount (% of total grant)
1 (initial) October 1, 2015 25%
2 April 29, 2016 Progress Report October 1, 2015-March 31, 2016 (covering months 1-6) May 2016 25%
3 October 31, 2016 Progress Report April 1, 2016-September 30, 2016 (covering months 7-12) November 2016 25%
4 June 30, 2017 Final Report & Final Financial Report October 1, 2016-March 31, 2017 (covering entire 18-month grant period) August 2017 25%

 

For Fiscal Year 2014 Grantees

24-Month Projects

Payment
Report Due Date
Required Report
Reporting Period
Payment Date
Payment Amount (% of total grant)
1 (initial) November 1, 2014 20%
2 May 31, 2015 Progress Report November 1, 2014-April 30, 2015 (covering months 1-6) June 2015 20%
3 November 30, 2015 Progress Report May 1, 2015-October 31, 2015 (covering months 7-12) December 2015 20%
4 May 31, 2016 Progress Report November 1, 2015-April 30, 2016 (covering months 13-18) June 2016 20%
5 January 31, 2017 Final Report & Final Financial Report November 1, 2014-October 31, 2016 (covering entire 24-month grant period) February 2017 20%

 

18-Month Projects

Payment
Report Due Date
Required Report
Reporting Period
Payment Date
Payment Amount (% of total grant)
1 (initial) November 1, 2014 25%
2 May 31, 2015 Progress Report November 1, 2014-April 30, 2015 (covering months 1-6) June 2015 25%
3 November 30, 2015 Progress Report May 1, 2015-October 31, 2015 (covering months 7-12) December 2015 25%
4 July 29, 2016 Final Report & Final Financial Report November 1, 2015-April 30, 2016 (covering entire 18-month grant period) August 2016 25%

 

Final Reports

Final reports are required at the end of the grant term and as part of the grant closeout process.

Pro Bono Innovation Fund final reports are designed to analyze a project's effectiveness and impact. The final report should clearly identify and provide documentation of the following:

  • project goals and objectives
  • output, preliminary outcomes, and outcomes related to each project goal and objective
  • factors affecting project accomplishments and strategies employed to address major challenges
  • strategies that are replicable in the legal aid community
  • pro bono resources developed for the legal aid community
  • major lessons and recommendations

Submission of an approved final report and final financial report represent the final project milestones.