The Annual Report on Review of Priorities (1620.7(c)) is due annually on December 31st and should be submitted by the Executive Director.
As with the Certification of Program Integrity Report, the GrantEase system will generate this report and submission-related task(s) on January 1st each year and will accept submission at any point during the year. The system will send a reminder 30 days before the December 31st due date.
Locating the Annual Report on Review of Priorities (1620.7(c))
To open, review, or submit the Annual Report on Review of Priorities (1620.7(c)), users should first select the Home button.
Figure 60: Image of Selecting the Home Button on the Main Screen
Then, they should select Grantee Profile in the left-hand sidebar.
Figure 61: Image of Navigating to the Grantee Profile Page
Users will see multiple tabs and should navigate to the Oversight tab.
Figure 62: Image of Navigating to the Oversight Tab of the Grantee Profile
Once in the Oversight tab, users should scroll down to the Annual/Semi-Annual Reports section and select the blue pencil icon next to the Annual Report on Review of Priorities (1620.7(c)).
Figure 63: Image of Selecting the Edit Button for an Annual Report
Overview Tab
Users should begin the Annual Report on Review of Priorities (1620.7(c)) reporting form by reading the Overview tab, specifically the instructions.
Figure 64: Image of Navigating to the Overview Tab of an Annual Report
Figure 65: Image of the Instructions Section for an Annual Report
Next, users will navigate to the Forms and Attachments tab.
Figure 66: Image of Navigating to the Forms and Attachments Tab of an Annual Report
Forms and Attachments Tab
On the Forms and Attachments tab, users will upload their organization’s Annual Report on Review of Priorities in the Attachments section.
To upload their Annual Report on Review of Priorities, users should select the Add button, which will prompt a pop-up window.
Figure 67: Image of Selecting the Add Button to Upload an Attachment
In the pop-up window users should select the type of file from the dropdown menu, locate the desired file on their computer, upload it, and add a brief description.
Figure 68: Image of the Upload Document Pop-up Window to Locate the File and Add a Description
Once they finish uploading the file, users should select the Save and Close button to close the pop-up window.
Figure 69: Image of Selecting Save and Close for File Upload Pop-up Window
Certify Report and Submit for Approval
When finished uploading the required form(s), users should return to the Overview tab and locate the Certification section.
In this section, users will certify that the document uploaded to the Forms and Attachments tab complies with the requirements of 45 CFR § 1620.7(c), specifically that it provides the Legal Services Corporation with the following:
- the recipient’s summary of a review of priorities;
- the date of the recipient’s most recent appraisal;
- the timetable for the recipient’s future appraisal of needs and evaluation of priorities;
- mechanisms which will be utilized to ensure effective client participation in the recipient’s priority-setting; and
- any changes in the recipient’s priorities.
Users should certify their document by selecting the checkbox next to “I Agree.” They will then select the Save button.
Figure 70: Image the Certification Section for an Annual Report and the Save Button
Once the report upload has been certified, users should submit the report for approval by selecting the Submit for Approval button and confirming they wish to submit this request.
Figure 71: Image of Selecting the Submit for Approval Button
Figure 72: Image of the Submission Confirmation Pop-up Window
After submission, users will see the status bar move from Created to Submitted for Approval.
Figure 73: Image of the Status Bar Change from “Created” to “Submitted for Approval”
PLEASE NOTE: Despite the terminology “Submitted for Approval” and “Approved” within GrantEase, LSC’s initial response related to the submission of required semi-annual reports does not constitute LSC’s approval of the report or confirm the veracity of the information provided. GrantEase’s response merely acknowledges the submission of the required report. LSC reserves the right to contact the grantee with questions and concerns related to the information submitted.
LSC will notify the grantee by returning the report through GrantEase if there are concerns or if anything immediately appears to be missing from the submission.