Quarterly and annual reporting

All UK Aid Match grant holders are required to submit quarterly narrative reports and financial reports to assess and evaluate progress towards project goals. Grant holders must also submit a financial claim every quarter to report actual spend against budget and provide updated forecasts. All quarterly reporting is submitted through the SMILE portal.

Read the quarterly reporting schedule for 2020-2021.

Annual reporting

Grant holders are also required to submit an annual report for each year of project implementation, in line with the terms of the Accountable Grant Arrangement (AGA). The purpose of the annual report is to assess and evaluate progress over the last year towards project goals.

The annual report is due one month after the anniversary of the project start date and should be submitted to your Performance and Risk Manager, copying ukaidmatch@manniondaniels.com.

Quarterly reporting resources

Templates

Quarterly work plan template


Beneficiary data capture form


Beneficiary data sheet template

This is a blank template for reference only. Do not use to complete reporting.


Guidance

How to complete a quarterly report: a guide


Completing the beneficiary data capture form: a guide


Beneficiary data sheet: frequently asked questions


Completing quarterly financial reports guide


Annual reporting resources

Templates

Annual review narrative report template


Output scoring sheet template

This is a blank template for reference only. Do not use to complete reporting.


Annual review work plan template


Guidance

How to complete an annual review: a guide


Annual reviews: frequently asked questions