ANNUAL REPORT AND SEMI-ANNUAL REPORT FORMS AND TOOLS
CAUTION: See July CHANGES TO OUTCOME SYSTEM - JULY 2011 REPORTING before completing reports
Annual Report and Semi-Annual Data Sheets:
Agencies funded by the Pierce County Funders Group are required to submit a report annually on the success of their program's ability to reach their desired outcomes. Most agencies report on a regular calendar year schedule, January through December, submitting Semi-Annual Data sheets (representing the first six months of collected data) due the last working day in July. The annual report (representing 12 months of collected data) is due the last working day in January, of the following year. This annual report also requests financial information.
A few agencies find it necessary to request an exception and use the alternate reporting schedule, July through June. The first six months of data is submitted on the Semi-Annual Data sheets the last working day in January, and includes a request for financial information. Their annual report is due the last working day in July.
The tools below are used for this yearly submission.
- The Semi-Annual Data Sheets form is used once a year alternating with the common report form. This form represents the first 6 month's data collection results. This form is revised accordingly to due dates either the last working day in July, for regular annual reporting or the last Friday in January, for alternate schedules. No longer required as of July 2011, reference only.
- Click on this document, Calculating the Percentages for the Semi-Annual Data Sheets , for help with calculating the percentages for the Semi-Annual Data Sheets.
- The Common Report Form for the Annual Report is revised according to its due date and is used for annual reports due either on, the last Friday in January, or on the alternate schedule, the last working day in July. The data sheets on this form should represent 12 months of data collection. Please complete the requested financial information on the cover sheet in January only.
- This is a Sample OBE Annual Report which demonstrates a completed annual report.
Agencies who are new to the OBE process have a transitional period to prepare them for an annual report. Below is a link that provides the schedule that establishes quarterly benchmarks for tracking progress. Agency staff should attend OBE process training and annual report training. Technical asistance is also available from their funding contact. Two different fiscal year schedules are identified.
Also listed, is the onsite monitoring tool for the transitioning process that scores an agency's progress. This score is used for their future application process.
Annual Report Writing Tools:
Annual Report Rater Tools:
OBE Process Monitoring Tools:
Agencies funded by the Pierce County Funders Group are required to submit a Data Collection Worksheet (DCW) that displays their outcome choices, data collection system, and their criteria for measuring success. The DCW is used as a guideline to perform an onsite monitoring visit of those components. Standardized tools are used by the funders to rate and score their findings, and the results are used in future funding decisions. Below is the DCW form and the monitoring tools used by the Funders:
Additional OBE Tools:
Provided by the joint efforts of the Pierce County Funders Group:
City of Lakewood Human Services
City of Tacoma Human Services
Pierce County Community Connections
