grantee toolbox contains important resources for current
Wellmark Foundation grantees. If you have additional questions
beyond the information provided here, please do not hesitate
The grantee toolbox contains:
Interim Progress Report Format
Utilize the Interim
Progress Report format (Word)
for interim progress reports. Please do not use this format
your final grant report. Interim progress reports should
discuss the grant’s activities since the previously
submitted interim progress report and include a cumulative
Final Report Format
Utilize the Final
Report format (Word)
when your grant period has ended and all grant funds have
been spent. If a portion of your grant remains
unspent, please contact Foundation staff prior to preparing
a final report. The final grant report should report activities
throughout the entire project period, not just activities
since the previous report submission.
Please complete the Grant
Amendment Request Form (Word) when
requesting a change in the administration of your grant from
proposal. Potential changes might include a budget amendment
or a no-cost time extension. Budgetary changes that do not
exceed $3,000 or 10% of the grant amount (whichever is less)
do not require completion of this form. Rather, these smaller
changes should be reported on your routine progress reports.
the funding source for your grant, it is important to correctly
list the source as The Wellmark Foundation.
Naming the funding source as Wellmark or Wellmark Blue Cross
and Blue Shield is incorrect.
If you wish to use The Wellmark Foundation logo in your grant
materials or in any publicity materials, you may utilize the
logos below. If you need a different logo file type, please
contact Foundation staff.
The Wellmark Foundation logo must include
the following disclosure statement:
- The Wellmark Foundation
is an Independent Licensee of the Blue Cross and Blue Shield
The disclosure statement may be in a small
font, such as 6-point type.
Frequently Asked Questions
Can we change the project's budget?
Adjustments to your budget will be considered by the Foundation.
Budgetary changes must be consistent with the original objectives
of the grant award. Requests for significant budget changes
must be approved by Foundation staff.
Submit your request
to Foundation staff using the Grant
Amendment Request Form. Smaller changes do not
require completion of this form and may simply be reported
your routine progress report.
In general, small changes would not exceed $3000 or 10%
of the grant amount, whichever is less.
Can we request an extension of the grant project's
No-cost time extensions will be considered by the Foundation.
Project objectives and activities during the extension period
must be consistent with the grant award's original objectives.
Submit your request to Foundation staff using the Grant
Amendment Request Form. At the discretion
of the Foundation, additional reporting requirements may
be assigned during the no-cost time extension.
If we currently have a grant
with The Wellmark Foundation, can we apply for another Wellmark
Nothing excludes a current grantee from subsequent proposal
submissions. However, new proposals should be for a different
purpose or scope of work than the initially awarded grant
to avoid the potential for duplication or overlap in funding
Will Foundation staff conduct a post-award site
visit with our project team?
Foundation staff will visit select grantees during their
project period. Selection depends on many factors, including
grant amount, grantee location, project type, and project
status. Selection for a site visit does not necessarily indicate
a positive or negative perception of the grant’s progress
by the Foundation.
What are the goals of a post-award
site visit? How should we prepare?
The primary goals of a post-award site visit are to meet
with the project team to:
- Learn about the progress of the
- Offer assistance
- Answer any questions about
reporting and other grant requirements
How these goals are accomplished can vary
from grantee to grantee. In some cases, Foundation staff
may attend an advisory committee meeting, a planning meeting,
or an educational meeting related to the project. The best
preparation is to have all key players ready to discuss the
project’s achievements and challenges. Foundation staff
are there to help you find solutions so open dialogue is
critical to a productive meeting.
We are nearing the end of our project
period and still have about $2,000 in grant funds remaining.
How should we proceed?
When your final report is submitted, it must include a budget
report that documents the final budget for the project including
how all grant monies were spent. Final grant expenditures
must be within $250 of the grant award to be considered a
satisfactory budget report. Since your remaining balance
exceeds this amount, you should contact Foundation staff
to discuss your best plan of action.
Generally, the best
course is to request a no-cost extension to continue
or expand the work of the project through the use of these
funds. If there is no opportunity to continue the work
of the project, any remaining funds must be returned to
We would like to propose
a change in our budget. Should we complete the form first,
the Foundation to
discuss the possibilities first?
Amendment Request Form is not intended to minimize
interaction between grantees and Foundation staff. Rather,
the form intends to provide both parties with standard documentation
of important changes in grant responsibilities.
If your proposed
change is straightforward, it may save you time to simply
complete and submit the form. If the proposed change is
not simple or you're considering several potential
options, contact Foundation