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Quarterly Reports Forms

Quarterly Reports Forms

Quarterly reports are essential for effective and meaningful project management, are critical to the success of the Centers for Medicare & Medicaid Services (CMS) National Background Check Program (NBCP), and are required per the terms and conditions of grant award. The information you provide in your quarterly reports allows CMS to highlight project accomplishments, and identify best practices, strengths, obstacles, and technical assistance needs. The quarterly reports provide a basis to evaluate your overall progress toward attaining your State’s goals and objectives.

All active grantee States are required to submit quarterly reports on the status of the grant. Reports are due on the last day of the month following the end of each calendar quarter:

  • January 31
  • April 30
  • July 31
  • October 31

CMS and CNA have prepared templates for the four sections of the quarterly reports. Please use the links below to download the templates.

  • Project Narrative Template new as of 10/1/2013; Instructions for filling out the Project Narrative Template
  • Federal Financial Report Template; this contains both the template and instructions for filling it out
  • Cost Expenditures Template new as of 12/18/2015
  • Grantee Data File Template new as of 3/15/2017. Additions and clarifications are marked with "[new]" or "[updated]" and highlighted in red. Please note that the new template does not require States to take any action to change their reporting. States with a TA-developed background check system will automatically include the new program data elements in their report once the State has updated their system to the December 2016 build. States not using a TA-developed background check system are not required to include the new program data elements in their report.

If you receive an error message from the Project Narrative Template, please right-click on the link and select "Save as..."

CMS has instructed National Background Check Program grantee States to submit all Quarterly Report files via the BGCheckInfo website. Each State has a "File Uploader" page available from their My State page. Instructions on how to upload files to the website are available here.

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