This page is currently being updated and information may not be 100% accurate. If you are a CDD Grantee and have questions about the current reporting process, please reach out to your Grants Coordinator.
Quarterly Report
Grantees are required to provide Quarterly Reports and maintain documentation to show that project activities have been performed according to the workplan and in alignment with project outcomes.
Quarterly Report Due Dates
| Fiscal Quarter | Reporting Period | QPPR Due Date |
| Quarter 1 | Oct. 1 to Dec. 31 | Jan. 31 |
| Quarter 2 | Jan. 1 to March 31 | April 30 |
| Quarter 3 | April 1 to June 30 | July 31 |
| Quarter 4 | July 1 to Sept. 30 | Oct. 31 |
Submitting Your Quarterly Report:
Starting on July 31, 2024 all Quarterly Reporting materials should be submitted through the reporting platform Qualtrics. Your primary program staff will receive a unique link to submit your Quarterly Report 30 days before they are due. The email will be sent from [email protected] and this link will give you access to your Quarterly Report. Be sure to check you spam/junk folders if you don't see it.
Check out the video below and join CDD staff for a demonstration on how to use Qualtrics. Instructions start at the 36 minute mark.
Quarterly Report Contents:
Program Questions:
Your Quarterly Report will provide a series questions for you to summarize your grant related activities for the quarter as well as to provide any data you have collected.
For more information on data collection visit: Data Collection Page is currently unavailable and will be updated soon.
You can get a preview of the Program Questions by downloading a copy of the form at cdd.ny.gov/quarterly-program-report-template.
You will also be asked to submit a summary of quarterly expenses by uploading an Expenditure Report. Each grantee has a unique Expenditure Report which reflects the budget in your current contract. If you do not have access to your Expenditure Report, please reach out to your programs CDD Grants Coordinator.
Quarterly Report Checklist:
- Did you receive an automated email with a link you your Quarterly Program Report?
- Do you have an up-to-date Expenditure Report?
- Do you have supporting documentation for grant related expenses? (i.e. invoices, payroll records, receipts etc.)
- Do you have any additional documents to include? (i.e program flyers, pictures, videos, etc.)
If you need a new link to you Quarterly Report or need to request an updated Expenditure Report please make the request to your CDD Grants Coordinator.
Tips to Completing Your Quarterly Report:
Use the report as an opportunity to review your last quarter of work, monitor your progress, and plan for future quarters.
When completing your Quarterly Report, ask yourself:
- What progress have we made towards the goals and objectives in our workplan?
- Are we on track to meet the goals and objectives within the grant period? If you aren’t, that’s okay! The earlier you flag any delays or challenges, the quicker we can find a solution.
- What specific activities occurred to make progress towards our goals?
- Are there any activities not in the workplan that would help us reach our goals and objectives in future quarters?
- Would these changes impact our current projects budget?
Your Quarterly Report should demonstrate and explain the work and impact of the previous quarter.
When describing the previous quarters activities, ask yourself:
- Why was this activity important in meeting the grants goals and objectives?
- Did we collect demographic and satisfaction data from grant participants?
- Did we collect quotes, stories or photos from this activity?
- Who participated in these activities and what was their role?
- Were the right people involved and was their contribution meaningful? Was anyone missing?
- How do we present this information in a meaningful way?