Grants:Processing/Changes

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This page documents a process common to all or most of WMF's grants programs. Please don't edit this page, but please do leave a comment on the discussion page instead.



Purpose and background[edit]

We understand that even the best-laid plans sometimes need to change. Changes to your grant need to be documented in WMF's records for your grant or grantee profile.

📌 When plans change it is important for grantees either:

  1. notify the Wikimedia Foundation (WMF) of the changes, as required in your grant agreement[1]
    or
  2. request permission from WMF to make a change, as required in your grant agreement[1] or by program[2] policy

Some grant programs also require documentation publicly on Meta[3]. This transparency allows for others interested in your grant, including committees making grant funding decisions, can understand the changes.

Your grant agreement outlines in detail when you need to notify WMF of changes or request permission for changes, so be sure to read your grant agreement to understand the requirements specific to your grant.

As a general rule, it is better to over-report changes rather than under-report changes. In addition to approving changes, WMF may be able to work with you to overcome obstacles to a successful grant or to help you reporting on your grant or with requesting changes.

📌 To request changes, post a request on the discussion page of your approved grant proposal on Meta.[4].

Include:
  1. A description of the proposed change/s.
  2. A clear description of the special circumstances and rationale that require this change.
  3. A clear description of how this change will affect other aspects of your project, including your project budget and your project's goals and activities.

Types of changes[edit]

Possible changes to a grant include:

  • Changes to the approved start date or completion date of your grant, including extensions of the project completion date.
  • Changes to any one line-item in your budget beyond the threshold defined by your program and grant amount.
  • An overall reduction or increase in the amount of your grant due to exceptional circumstances.
  • Changes to your grant's reporting schedule due to exceptional circumstances.
  • Changes to your, your group's or your organization's status or ability to do your grant.

Changes to the start or completion dates of your grant[edit]

Changes to the start or completion dates of your grant must be requested publicly on the discussion page of your grant proposal. To request a change to the start or completion dates of your grant, please post a request on the discussion page of the proposal and include the following:

  1. The new proposed start date or new proposed completion date for your grant. Your dates must include a day, a month and a year.
  2. A clear description of the special circumstances that require this change.
  3. A clear description of how this change will affect other aspects of your project, including your project budget and your project's goals and activities.

If you need to change your project's completion date, you must request this change at least 21 days before your scheduled completion date except under very special circumstances. If a change is approved, grants program or administrative staff will post an adjusted reporting schedule with the approval.

Grantees receiving Annual Plan Grants through the FDC process are not able to receive extensions if they apply for a grant in the following year, since they cannot receive two grants at once through this program. For grantees not applying for a new grant, extensions may be considered in exceptional circumstances.

Changes to line items within your budget[edit]

Grantees often need to request or report changes to the budget that has been approved with their grant. Changes may be needed due to over-budgeting or under-budgeting certain line items, savings due to unexpected in-kind donations or very successful negotiations to lower the prices of some grant expenses, or other unexpected costs. You may need to add or remove some line items, or decrease or increase other line items.

Different types of grants may have different guidelines for when you need to report or request changes. Check with your Program Officer[5] and your executed grant agreement for the guidelines specific to your grant.

📌 To request a change to your budget, post a request on the discussion page of your grant proposal on Meta.[4]

Include:
  1. An updated proposed budget table highlighting any proposed changes.
  2. A clear description of the special circumstances and rationale that require this change.
  3. A clear description of how this change will affect other aspects of your project, including your project budget and your project's goals and activities.

Changes to your grant amount[edit]

In rare cases, big changes in your budget may require you to adjust the total amount of your grant. If your budget is significantly reduced, then you will need to follow the instructions for returning remaining funds. If, on the other hand, you need additional funding, please post a request on the discussion page of your grant proposal including the following:

  1. An updated proposed budget table highlighting any proposed changes to individual line items and the total grant amount.
  2. A clear description of the special circumstances that require this change.
  3. A clear description of how this change will affect other aspects of your project, including your project budget and your project's goals and activities.

Grantees receiving Annual Plan Grants through the FDC process are not able to make changes affecting the overall grant amount.

Changes to your grant's reporting schedule[edit]

At the time your grant is approved, you will be notified of a reporting schedule for your grant. Please ask your Program Officer[5] for details about your grant's reporting schedule, or consult your grant's discussion page if your reporting schedule is posted there. In rare cases, special circumstances might require a change in the reporting schedule. For example, a key team member or partner may be unable to complete their portion of the report as planned or provide you with the information needed to complete the report or an unexpected event might make reporting impossible or difficult on your current schedule.

  1. The new proposed reporting schedule for your grant.
  2. A clear description of the special circumstances that require this change. This may be supplemented with private communication to grants program staff if some information cannot be made public.

A change to the reporting schedule may also be approved with additional reporting requirements.

Changes affecting your status or the status of your grant[edit]

It is important that you read your grant agreement to understand when it is required that you notify WMF of changes to you, your group, your organization or your grant. If you are not sure whether or not you are required to report a change, it may be a good idea to contact your Program Officer[5] or grants administrator to discuss your situation and to best report any changes.

Reference[edit]

  1. a b Grant agreement templates are available on meta-wiki for some grant programs at Grants:Agreements.
  2. The Wikimedia Foundation grant programs currently include:
  3. If your grant program policy requires documentation publicly on Meta, you would receive these instructions from the Grants Administrator at the time your grant agreement is executed and grant funds sent to you. You may also receive instructions directly from your Program Officer during the application review, upon receiving approval of your grant request, and/or during check-ins in the course of your grant.
  4. a b For recipients of WikiCite Satellite Event grants, please email your Program Officer/Manager directly and copy the Grants Administrators at grantsadmin(_AT_)wikimedia.org so that the GA can follow up on your behalf, if needed, and update your grant records accordingly.
  5. a b c Contact list by grant program:
    • Rapid Grant: rapidgrants(_AT_)wikimedia.org
    • Project Grant: projectgrants(_AT_)wikimedia.org
    • Conference Grant: conferencegrants(_AT_)wikimedia.org
    • WikiCite Grant: lwyatt-ctr(_AT_)wikimedia.org
    • Simple Annual Plan Grant: simple(_AT_)wikimedia.org
    • Annual Plan Grant: fdcsupport(_AT_)wikimedia.org
    Grant administrators (for all grant programs): grantsadmin(_AT_)wikimedia.org