project site visit report format

Dashpivot article – Site Visit Report format

Site Visit Report format

What needs to be in your site visit report.

A site visit report is a comprehensive document that captures the details, observations, and the progress of a particular site at a specific point in time. This is often used by project managers, engineers, architects, and other professionals to document site conditions, progress, or any issues that might arise. The exact details can vary based on the purpose of the visit and the industry, but generally, the following elements are included in a site visit report:

• Project name
• Site address
• Date of visit
• Name of the people visiting
• Brief description of the project
• Purpose of the site visit
• Schedule and timeline of the site visit
• Persons met and their designations
• Discussions held or activities observed
• Detailed account of what was observed
• Photos (with captions or descriptions) can be particularly helpful
• Status of ongoing work
• Equipment/material present on site
• Safety measures in place and any violations observed
• Environmental considerations and their adherence
• Any deviations from the planned work
• Delays or challenges faced
• Areas of concern related to quality, safety, environment, or other pertinent topics
• Steps or measures suggested to address the identified issues or concerns
• Any follow-up required with specific persons or entities
• Overall assessment of the site visit
• Next steps or future visits
• Any additional documents, drawings, or references that can support the report content
• Maps or layouts of the site
• Signature of the people who visited the site to authenticate the report
• Date of signing

What should be your site visit report format?

Here's a sample format for your next Site Visit Report.

Report Title: Site Visit Report Project Name: [Project's Name] Location of Site: [Site's Address] Date of Visit: [Date, e.g., September 13, 2023] Report Prepared By: [Your Name/Team's Name]

1. Introduction: A brief description of the site and the project. Mention any background information pertinent to the visit.

2. Objective of Visit: State the main reason or reasons for the site visit.

3. Attendees: List the names and roles of all individuals present during the site visit.

4. Summary of Activities/Observations: Provide a brief overview of the day's activities, meetings, inspections, etc.

5. Detailed Observations: Document in-depth observations. This could include:

• Progress of the project.
• Work quality.
• Safety measures in place.
• Status of equipment/material on site.
• Interaction with site personnel.

6. Photos and Diagrams: Insert relevant photos and diagrams with captions. Ensure photos are clear and provide value to the report.

7. Issues/Concerns Identified: List any problems, concerns, or deviations observed during the site visit.

8. Recommendations: Based on your observations and identified issues, provide actionable recommendations.

9. Conclusion: Summarize the main findings from the visit and the overall status of the site/project.

10. Next Steps/Follow-Up: Detail the future actions required, potential follow-up visits, or any impending decisions based on the site visit.

11. Attachments: Mention any additional documents, notes, or materials attached to the report.

12. Signatures: Space for the report preparer and any required authorities to sign, indicating validation of the report's content.

See an example site visit report below to see the format in action.

Use this free Site Visit Report format in a digital template

Standardise your site visit report format.

Keep your team running site visit reports in the correct format by using a digital site visit report template .

The free template comes pre-built with the format above, with all the fields, section and information for your team to carry out detailed site visit reports.

Customise the template with any extra information you need captured from your site visit reports, or a custom format, with the drag and drop form builder.

Distribute your digital site visit report for your team to fill out on mobile or tablet so they can fill it out on site while the information is still fresh and at hand.

Build processes for site visit reports

Create digital processes for your site visit reports to ensure the format is followed, reports are recorded on time and as scheduled and shared and accessible to the right people once they're completed.

Use a site visit report app to build fully automated site visit report workflows to request, plan, record and sign off on site visit reports so they meet the format and requirements you need.

Get analytics on site visit report performance and progress using the Analytics Dashboard, with breakdowns how different locations, projects and teams are performing.

Share completed site visit reports in a professional format as PDF or CSV to your team or third parties via the app.

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Complete and organise your daily diaries more efficiently.

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Progress Claim template

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Nick is the Senior Marketing Manager at Sitemate. He wants more people in the Built World to see the potential of doing things a different way - just because things are done one way doesn't mean it's the best way for you.

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1 st Reporting

Site Visit Report Template (PDF For Business)

Free site visit reports templates are hard to come by. Intelligent, well-thought-out site visit report templates are a rarity online. Most of the time, you’re stuck with either a) not enough information about a download someone wants you to pay for or b) something so bleak, so bland, that you will need to change half of it to make it reasonably worth its salt.

To lend a mower to this proverbial thicket, we thought we’d do what no one else seems to endeavor to deliver a free site visit report template you can download and start using today . And you won’t get sent to some screen asking for a credit card either. This one is on us.

Before you dive into the download, let’s take a few points and unravel their mystery to ensure we’re on the same page. After all, we were hoping you could make the best use of your site visit reports templates, so it makes sense to communicate how best you might utilize this site reporting tool. Let’s dive in.

Table of Contents

Included In The Site Visit Report Template

Site visits are a common practice in many industries. Some of these industries include:

• Construction
• Project Management
• Property Management

We’ve done our research to set the template, so you’ll find the template valuable and efficient no matter the function. It should work great in Construction, site project management, and also property management endeavors.

Diving into the template, you may notice three primary sections:

• Administrative
• On-Site Report Information

These sections are all very standard and should require no further explanation, save for the central data collection section.

The on-site report information or central data collection section of the site visit report template has five areas:

• Site Conditions – From safety to functionality, the site conditions section allows notation of your findings of the site.
• Current Work In Progress – It holds the details about the work taking place at the time of the site visit, whether on temporary shut down to accommodate for the visit or not.
• Scheduled Work Preparation – It includes the details and information about the following stages and the pre-development on-site to accommodate upcoming steps and processes.
• Observations – Your reporters will include any overall observations, points requiring notes, or other information.
• Additional Report Details – An information overflow section allows you or the reporter to include any other pertinent details about the site visit that were not included in the report. The section can also be used as a supplemental data capture section.

How To Use The Site Visit Report Template

The Site Visit Report Template is an organized slate for your site reporting needs. It is purposefully organized, with room to write observations and details for each of the vital fundamental metrics you’re likely to explore on your site visit.

Step 1 – Download the template.

Step 2 – Print the template.

Step 3 – Complete your report.

It doesn’t get much simpler than that. However, you know that your site visit report will be complex in comparison. We thought sharing six essential tips for a successful site visit process would be of use to aid you in your quest. And without further ado, here are the tips to use with your Site Visit Reports Templates.

6 Essential Tips For Site Visiting and Reporting Success

• Get Tooled Up

One of the best things you can do pre-inspection is to ensure you have the best tools to aid you in your site visit reporting. Now, you could easily download and print the Site Visit Reports Template we’ve provided here; or you could look at using a fully digital solution.

At the very least, you or your appointed reporting staff will likely carry a smartphone with them. Using a digital solution, you can use this device we all carry regardless for the reporting process itself. With digital solutions like what you’re going to find with 1st Incident Reporting’s mobile and customizable app, you can do a lot more than fill out a report on your phone or tablet. We’ll get more to that later. 

• Plan It Out

One of the most essential lessons to learn in business management is that appropriate planning saves time, money, and headaches. Preventing disaster is wise by having a well-thought-out plan of attack for your site visit inspection and subsequent reporting.

Break down your site visit into notable segments, and you’ll find you can quickly investigate a segment at a time, then cross it off your list. Segmentation for inspections tends to allow for a more straightforward determination of process faults at the micro-level rather than the macro. It’s also a great way to formulate your plan to complete the site visit efficiently and effectively.

• Watch The Weather

If your operations or those of the site you or your reporter will attend are outside, watching the weather might be as crucial as it would on a day run to take the family to the beach. The weather might play an even more critical role if the site visit itself will hamper outdoor operations.

Similarly, if you are in Canada or one of the Northern United States, where harsh winters are an annual reality, accounting for weather in your plans is something every intelligent manager will do.

• Communicate Intent

Depending on the nature of your site visit, it’s typically a wise and polite idea to communicate your intent to perform a site inspection. It’s essential when you’re looking at a sudden shutdown of operations to accommodate for reporting staff to perform their site visit.

Whether you’re letting the team lead for building materials coordination know or the foundation construction foreman, communicating your intent to perform a site visit is a professional way to move forward. It’s also a great way to build up the people around you by including them instead of excluding them. ( source )

• Coordinate With Teams

You need to coordinate with relevant teams rather than just communicating that you’ll have an on-site inspection site visit completed on a particular date and time. It’s one thing to drop an email or a phone call to let someone know; it’s another thing to invite their active support.

When you coordinate with teams on-site for your site visit, you communicate a powerful message – that teams are stronger when they work together. Consider the ramifications of an unannounced site visit. Staff would be paranoid, on edge, and looking over their shoulder. Although you might increase specific workforce metrics by instilling a culture of fear, you likely won’t get anyone’s best work.

The moral of this short thought was that it usually pays more significant dividends to work with people than against them.

In order to look at things from another perspective, there are cases where you need to communicate your intent to do a site visit for your own safety. Here’s an interesting fact: In 2019, 33% of worker fatalities in road construction sites involved a commercial motor vehicle. There were 250 such deaths that year. ( source )

Sometimes coordinating to shut down a busy vehicular area to allow pedestrian inspectors or management to do a site visit is for everyone’s best interest and safety.

• Don’t Be Afraid

Okay, we aren’t saying you’re a child in a dark room at night during a thunderstorm, not at all. This last tip is perhaps the most essential tip of all because it challenges you to step outside your comfort zone. When we say don’t be afraid, we mean don’t be afraid to ask for help.

The best leaders are those who recognize the limitations of not only the team but of themselves. In placing limitations on our workloads, we limit stress from pushing us to a breaking point. 

Given the complexity of many construction projects and other projects that might incur a need for regular site visits and reports, it’s obvious why some companies utilize entire teams for their site and project management. 

Never feel afraid to ask for the help of another professional. Managing big projects isn’t easy. It’s okay to ask someone for assistance to help you complete a big or prolonged site visit.

Next Steps: Digitizing Your Site Visit

Okay, so you’ve got your template printed and ready to go, a viable solution to documenting a site visit report. However, would it be easier to carry a tablet you could complete the report on directly, including photos or even video? Or perhaps customizing a report to include a checklist you can check off right on your smartphone as you walk around the site?

With a digital, mobile solution, you have the freedom to come and go into the report as you please. And when the report is complete, the custom notifications can let the right people know the report is complete and ready for sharing.

Automated processes take the guesswork out of remembering to hand in a report. They allow management to immediately take action rather than wait to see a paper report to determine what happened.

Like the 1st Reporting app, a digital solution allows for instant collaboration, so if you need to have one, two, or even several other staff assist in a group site visit, each could contribute on their own device.

Saving you time and money while offering you a secure platform for customizable site reporting is the name of the game here. Find out how turning your site visit reports templates digital can move your business forward.

Join the globally-recognized brands that trust 1st Reporting to safeguard their organizations!

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Customize your template.

Work with our team of experts to customize our templates to your exact business needs.

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Free Site Analysis Checklist

Every design project begins with site analysis … start it with confidence for free!

Site Visit Analysis and Report: How to conduct and evaluate your first architecture site visit

• Updated: January 2, 2024

Here we will cover everything you need to know about of how to approach your first site visit analysis for a new project, what to do when physically there, and how to eventuate and summarize the information you collect.

However before visiting for the first time we highly recommend that you carry out desktop study beforehand, as this will provide an important initial understanding of the site and generate far better results and more refined questions once there.

The desktop study will also help to identify the important items of equipment that you will need to take with you to make your trip as successful as possible. …these are mentioned below but may include a: 

• Site map (very important)
• Tape measure
• Laser distance meter

…more essential architects items here

Conducting an architecture site visit analysis

A site visit analysis is a comprehensive report that summarizes the findings of a physical inspection of a potential development site. It includes information on the site’s physical characteristics, location, surrounding area, demographic information, environmental impact, zoning regulations, traffic flow, and recommendations for development.

The report synthesizes all gathered information to provide a comprehensive understanding of the site and its potential.

What to look for?

Once there, there are a whole number of important areas and items that need to be studied and recorded, some of which would have already been identified during your desktop study, but as a starting point we’ve produced the below list of all the key areas:

We suggest that you take these with you and tick them off as they are found, so not to miss anything.

• Entrance and access points (both pedestrian and vehicle)
• Security (gates, surveillance)
• Travelling to the site (road types and suitability, safety, public transport)
• Boundary treatment (fencing, vegetation, land form, water)
• Extent of boundary (does it match the survey/OS map)
• Circulation (existing travel routes within the site)
• Noise levels (quiet and loud areas)
• Services (electric, gas, water, sewage)
• Existing buildings (condition? Relevant? Protected?)
• Existing landscape features (condition? Relevant? Protected?)
• Neighbouring buildings (local vernacular, protected?)
• Views in and out of the site (areas to screen off and areas to draw attention to)
• Tree’s and vegetation (protected and rare species)
• Ecology (any areas likely to be home to protected species)
• Orientation (sun and wind paths)
• Light levels (areas in direct sunlight, shaded areas, dappled light)
• Accessibility (disability access)
• Surrounding context (historical, heritage, conservation area, SSSI, AONB)
• Existing materials in and around the site
• Topography (site levels)
• Flood level (is it likely to flood)
• Soil and ground conditions (types and suitability)
• Existing legal agreements (where are the rights of way, covenants)
• Hazards (Electricity lines, Drainage, Telephone lines, Sub-stations)

We provide a site analysis checklist here covering all of the above that’s free to download.

Where to start

You want to begin documenting your visit as soon as you arrive, as the approach and entrance to your site are just as important as the site itself. If you’re desktop study didn’t highlight the possible routes and methods of transport to and from the site, then this needs to be recorded also.

Documenting your first impressions is vitally important, ask yourself; what do you see as you enter the site? what do you hear? what do you feel? (…what senses are the first to be triggered), you will only get one chance to do this properly and so you need to make it count!

…and don’t forget to include the location of the elements you record, when noting it down on your site map or survey. By the end of your visit, you should barley be able to read whats under all your notes …write down everything!

Moving on from first impressions, you should plan to walk around the site as least twice (as a minimum) to ensure that nothing is missed, so leave enough time to make a least two loops, noting down and photographing everything that you feel is relevant, no matter how small.

…there’s nothing worse than getting back to the studio and realizing you forgot to document something.

We like to use the check list supplied above and:

• Firstly walk around the site whilst annotating a site plan
• Secondly with a camera …photographing everything
• and thirdly with both …just in case something has been missed

This way we can focus on one task at a time, helping to ensure we gather everything we need.

In terms of a camera, and depending on your budget we suggest looking one these three options (but a phone is just as good):

• Sony DSCW800 Digital Compact Camera
• Sony DSCWX350 Digital Compact Camera
• Canon EOS 1300D DSLR Camera

It can be difficult to identify certain elements, and some may only be noticeable from a professional survey, such as underground services and precise spot levels. But approximations of such locations and heights are a good start and can serve as a reminder for further investigation.

If accessible you can of course take your own measurements and so this is where a tape measure and/or distance meter will come in handy.

Try one of these:

–  Tape measure

– Laser distance meter

What to take with you

Firstly look at the weather, you wont have a good time if your not dressed appropriately, and this applies to protecting your notes and equipment as well as yourself.

…a simple quick check, can make or break a visit, arranging to go on sunny day will also give you the best site photographs, which could also be used in future CGI’s and presentation material. 

If the site is derelict, or has potentially dangerous or hazardous elements, it is likely that you will require personal protection equipment (otherwise known as PPE) so make sure this is organised before setting off.

As a minimum you want to take with you a camera, a pen and an OS map. Google Maps can provide a temporary (though very basic) version, but a much preferred scaled version that can normally be obtained through your university or practice via such companies as:

• Digimap – digimap.edina.ac.uk
• Xero CAD – xerocad.co.uk
• CAD Mapper – cadm a pper.com (free account available)

As mentioned, you will want to make notes, and record everything you observe, experience and hear all over this map. So print out a couple of copies at a usable and convenient size.

A camera is essential in documenting the site, and the pictures taken during your visit are likely to be used on a daily basis throughout your project. So once again make sure you document and record everything.

Pictures should be taken from all distances, close zoomed-in sections of materials and textures along with shots of the site from a distance to include the area as a whole and within its context.

Note pads are important for obvious reasons, we prefer an A5 sized pad, as this is much easier to carry and hold than an A4 one.

Tape measures can be useful, but we never go on a site visit without a distance meter.

…and lastly if you’re visiting on your own, don’t forget to tell someone where you’ll be and take your phone with a charged battery.

Our site visit equipment check list looks something like this:

• Weather check
• Print out our “what to look for” checklist
• Site map (at least 2 copies)
• PPE equipment
• Scale ruler

If you are interested in trying our architecture site analysis symbols for your own site analysis recordings and presentation, then head over to our shop ( Here ).

FAQ’s about site visit analysis

What is included in a site analysis.

As discussed above, site analysis typically includes the following elements:

• Site location and context: Understanding the location of the site in relation to the surrounding area, including climate, topography, neighboring buildings, and accessibility.
• Physical characteristics: Examining the site’s physical features, such as its size, shape, soil type, vegetation, and water sources.
• Utilities and infrastructure: Assessing the availability of utilities such as electricity, water, gas, and sewer, as well as the infrastructure, such as roads and transportation.
• Environmental considerations: Analyzing the site’s potential environmental impact and assessing any potential hazards, such as flooding or soil stability.
• Zoning and land-use regulations: Reviewing the local zoning and land-use regulations to determine the types of uses and development allowed on the site.
• Cultural and historical context: Examining the cultural and historical significance of the site and its surrounding area.
• Demographic information: Analyzing the demographic information of the surrounding area, including population, income, and age.
• Traffic and pedestrian flow: Studying the flow of vehicular and pedestrian traffic in the area to understand the impact on the site.

This information is used to inform the design of a building or development project, taking into account the unique characteristics and constraints of the site.

What are the steps of site analysis?

including the above, the steps involved in conducting a site analysis report typically include:

• Data Collection: Gather data and information about the site, including maps, aerial photos, zoning regulations, environmental reports, and other relevant documents.
• Site Observations: Conduct a site visit to observe and document the site’s physical and environmental conditions, such as topography, vegetation, water sources, and neighboring buildings.
• Context Analysis: Analyze the site’s location and context, including its surrounding area, access to transportation, and cultural and historical significance.
• Demographic Analysis: Study the demographic information of the surrounding area, including population, income, and age, to understand the potential market for the development project.
• Traffic and Pedestrian Flow Analysis: Study the flow of vehicular and pedestrian traffic in the area to understand the impact on the site.
• Synthesis: Synthesize the information gathered in the previous steps to develop a comprehensive understanding of the site and its potential.
• Recommendations: Based on the analysis, make recommendations for the development of the site, taking into account the unique characteristics and constraints of the site.

These steps help architects and planners to gain a deeper understanding of the site and to make informed decisions about the design and development of a building or project.

Every design project begins with site analysis … start it with confidence for free!.

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How to Write a Visit Report

Last Updated: March 30, 2024 References

This article was co-authored by Madison Boehm . Madison Boehm is a Business Advisor and the Co-Founder of Jaxson Maximus, a men’s salon and custom clothiers based in southern Florida. She specializes in business development, operations, and finance. Additionally, she has experience in the salon, clothing, and retail sectors. Madison holds a BBA in Entrepreneurship and Marketing from The University of Houston. This article has been viewed 654,116 times.

Whether you’re a student or a professional, a visit report helps you document the procedures and processes at an industrial or corporate location. These reports are fairly straightforward. Describe the site first and explain what you did while you were there. If required, reflect on what you learned during your visit. No additional research or information is needed.

Writing a Visit Report

Explain the site's purpose, operations, and what happened during the visit. Identify the site's strengths and weaknesses, along with your recommendations for improvement. Include relevant photos or diagrams to supplement your report.

Describing the Site

• Reports are usually only 2-3 pages long, but in some cases, these reports may be much longer.
• In some cases, you may be asked to give recommendations or opinions about the site. In other cases, you will be asked only to describe the site.
• Ask your boss or instructor for models of other visit reports. If you can't get a model, look up samples online.

• If you visited a factory, explain what it is producing and what equipment it uses.
• If you visited a construction site, describe what is being constructed and how far along the construction is. You should also describe the terrain of the site and the layout.
• If you’re visiting a business, describe what the business does. State which department or part of the business you visited.
• If you’re visiting a school, identify which grades they teach. Note how many students attend the school. Name the teachers whose classes you observed.

• Who did you talk to? What did they tell you?
• What did you see at the site?
• What events took place? Did you attend a seminar, Q&A session, or interview?
• Did you see any demonstrations of equipment or techniques?

• For example, at a car factory, describe whether the cars are made by robots or humans. Describe each step of the assembly line.
• If you're visiting a business, talk about different departments within the business. Describe their corporate structure and identify what programs they use to conduct their business.

Reflecting on Your Visit

• Is there something you didn’t realize before that you learned while at the site?
• Who at the site provided helpful information?
• What was your favorite part of the visit and why?

• For example, you might state that the factory uses the latest technology but point out that employees need more training to work with the new equipment.
• If there was anything important left out of the visit, state what it was. For example, maybe you were hoping to see the main factory floor or to talk to the manager.

• Tailor your recommendations to the organization or institution that owns the site. What is practical and reasonable for them to do to improve their site?
• Be specific. Don’t just say they need to improve infrastructure. State what type of equipment they need or give advice on how to improve employee morale.

Formatting Your Report

• If you are following a certain style guideline, like APA or Chicago style, make sure to format the title page according to the rules of the handbook.

• Don’t just say “the visit was interesting” or “I was bored.” Be specific when describing what you learned or saw.

Sample Visit Report

Community Q&A

You Might Also Like

• ↑ http://services.unimelb.edu.au/__data/assets/pdf_file/0010/471286/Site_Reports_for_Engineers_Update_051112.pdf
• ↑ https://www.examples.com/business/visit-report.html
• ↑ https://www.thepensters.com/blog/industrial-visit-report-writing/
• ↑ https://eclass.aueb.gr/modules/document/file.php/ME342/Report%20Drafting.pdf

About This Article

To write a visit report, start by including a general introduction that tells your audience where and when you visited, who your contact was, and how you got there. Once you have the introduction written out, take 1 to 2 paragraphs to describe the purpose of the site you visited, including details like the size and layout. If you visited a business, talk about what the business does and describe any specific departments you went to. Then, summarize what happened during your visit in chronological order. Make sure to include people you met and what they told you. Toward the end of your report, reflect on your visit by identifying any strengths and weaknesses in how the site operates and provide any recommendations for improvement. For more help, including how to format your report, read on! Did this summary help you? Yes No

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Top 10 Site Report Templates with Examples and Samples

Samradni Pradhan

Ever wondered what exactly goes into a site report and why it's so crucial for businesses? A site report is a detailed document that provides insights into aspects of a particular location, whether it's a construction site, a restaurant, or an e-commerce platform. It includes information about operations, safety measures, compliance status, and much more.

Did you know that according to a recent survey, 90% of businesses believe that regular site inspections are essential for maintaining safety and quality standards? That's right! Site reports play a vital role in ensuring compliance with regulations, identifying potential risks, and optimizing operations to enhance efficiency and productivity.

But here's the thing – creating these reports from scratch can be time-consuming and tedious. That's where our templates come in handy! With our ready-to-use templates, you can streamline the process and generate professional site reports in no time. Whether you're conducting inspections, presenting project proposals, or managing online stores, our templates offer a user-friendly solution to meet your diverse business needs.

Why wait? Simplify your reporting process and elevate your business operations with our innovative templates, each of which is 100% editable and customizable, today!

Template 1: Production Site Inspection Regulatory Report

Introducing a slide that streamlines your manufacturing processes. This comprehensive collection presents vital information on site details, approval statuses, action items, inspection information reports, operating company specifics, and segmented analysis. Whether you're ensuring compliance or optimizing operations, this PPT Template offers a thorough overview of Production Site Inspection and Regulatory Reporting. Equip your team with the insights needed to maintain quality standards and regulatory compliance effortlessly. Elevate your manufacturing efficiency and regulatory adherence with our tailored presentation, designed to empower your decision-making and streamline your production processes.

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Template 2: Checklist For Monthly Site Visit Security Report

Introducing a tool for monitoring and enhancing security measures at your facilities. This template features a thorough checklist of questions, each with a yes/no parameter for easy assessment. Additionally, it includes priority mapping to highlight critical areas requiring immediate attention. Use this PPT Template to ensure a structured approach to ensure nothing falls through the cracks. Get a systematic method to evaluate security protocols, manage risks, and maintain a safe environment. Streamline your site visit reporting with our user-friendly and customizable template.

Template 3: SEO Audit Report Dashboard with Site Audit And Backlink Audit

Dive into Position Tracking to monitor keyword rankings and refine your SEO strategy. Conduct thorough Site Audits to identify and rectify website issues affecting performance. Utilize the On-Page SEO Checker to fine-tune content for maximum visibility. Stay ahead on social platforms with the social media tracker, ensuring consistent engagement. Monitor brand mentions across the web with brand monitoring to safeguard your reputation. Finally, streamline your link-building strategy with the backlink audit feature. Do all this and more with this all-in-one dashboard, empowering you to boost rankings, enhance visibility, and dominate your digital landscape.

Template 4: Construction Site Inspection Report Findings

The PPT Template showcases details including project name, inspector’s name , number, inspector's contact information, and construction activities, ensuring thorough documentation of on-site operations. Dive into Weather Conditions insights to anticipate and mitigate potential disruptions. Explore Construction Project specifics for a comprehensive understanding of ongoing activities. General Information section provide a holistic overview of site operations. Get access to structured reporting, facilitating efficient communication and decision-making. Elevate your construction management process with these detailed slides, fostering transparency and accountability at every stage of your project.

Template 5: Job site incident reporting manufacturers slide

Introducing our Job Site Incident Reporting template, a comprehensive toolkit for manufacturers to effectively manage and address on-site incidents. Each element of the slide captures incident details, involved employees, incident descriptions, and action plans for resolution. Streamline your incident reporting process and foster a culture of safety with this set of slides. Dive into discussions on Job Site specifics, Incident Reporting protocols, and tailored insights for Manufacturers. Empower your team to respond promptly and effectively to any on-site incidents, enhancing workplace safety and productivity. Elevate your incident management approach with this structured presentation template.

(Explore some of the best website evaluation templates with examples and samples, here )

Template 6: One-page proposal to build nuclear power site presentation report document

Introducing a comprehensive tool for presenting ambitious nuclear power projects. This succinct document covers sections such as project background, objectives, work plan with timelines, assumptions, and risks. Dive into detailed discussions on power plant capacity, funds required, prospective team members, and plant layout. Streamline your proposal process with this PPT Template. Showcase the feasibility and potential of your nuclear power initiative, facilitating informed decision-making and securing support for your project.

Template 7: One-Page static restaurant business site presentation report document

Introducing a sleek and efficient solution for showcasing your culinary venture. Seamlessly navigate sections including the main page for an enticing introduction, the dishes display page for tantalizing visuals, and the reservation page for seamless booking. Explore upcoming events and accolades on dedicated pages, enticing patrons with exciting offerings. Finally, connect with customers effortlessly via the contact us page. Elevate your restaurant's online presence with this PPT template, designed to captivate visitors and drive engagement. Streamline your digital strategy and attract diners with this user-friendly and visually appealing presentation report.

Template 8: One-page static ecommerce business site presentation report document

Introducing a comprehensive solution for showcasing your online store. Go through inviting home page, detailed product specification page, and customer review page section to build trust. Use the PPT Template to simplify the purchasing process with a user-friendly payment page, while the about us page adds authenticity. Elevate your ecommerce presence with this versatile template, designed to captivate visitors and drive conversions. 

(Browse through some of our must have website audit report templates here )

Template 9: One-Page Template for production site rules presentation report infographic document

Here’s a dynamic tool for communicating guidelines and regulations in manufacturing environments. Navigate through sections offering a comprehensive general overview and detailed plant layout. Ensure clarity and safety with precise worker instructions , while the site do's and don'ts section emphasizes compliance and best practices. Delve into machinery rules to enhance operational efficiency and minimize risks. Upgrade workplace safety and productivity with this visually engaging and informative template, designed to empower your team on directives and promote adherence to production site protocols. Enhance communication and foster a culture of safety with this unique presentation report.

Template 10: Site inspection checklist report with solutions

Simplify your inspection process with a user-friendly table layout, detailing items for evaluation alongside checkboxes for defect identification. Explore through each item, marking defects with ease using a simple yes or no system. Enhance efficiency with the provision for comments or solutions, ensuring resolution of identified issues. Help your team with a structured approach to site inspections, promoting thoroughness and accountability. Elevate your quality assurance efforts and streamline decision-making with this unique template, designed to optimize your inspection workflow and enhance project outcomes.

ENHANCE DIGITAL PRESENCE

SlideTeam’s suite of templates offers solutions for business needs, from streamlining site inspections to enhancing digital presence. With user-friendly layouts and customizable features, these templates empower teams to communicate, streamline processes, and drive success. Whether it's presenting project proposals, showcasing culinary offerings, or managing online stores, our templates provide the tools to captivate audiences and achieve objectives efficiently. Upgrade your presentations, reports, and digital strategies with our versatile and visually engaging templates. Take the next step toward efficiency and excellence with our unique solutions tailored to meet your business requirements.

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33+ SAMPLE Visit Report Templates in Google Docs | Pages | PDF | MS Word

Visit report templates in google docs | pages | pdf | ms word, 33+ sample visit report templates, what is a visit report, the basic format of a visit report, how to write a proper visit report, what are some examples of a visit report, how many pages does a visit report have, what is a trip report memo.

Visit Report Template

Sample School Visit Report

Customer Visit Report Template

Field Visit Report

Sample Site Visit Report

Customer Visit Report Outline

Sample Industry Visit Report

New Customer Visit Report Template

Construction Site Visit Report

Sample Customer Visit Report

Free School Visit Report Template

Sample Official Overseas Visit Report

Weekly Site Visit Report

Project Field Visit Report

Recommendation Study Visit Report

Observation Site Visit Reports for Engineers

Simple Industrial Visit Report

School Lab Visit Analysis Report

Building Construction Property Visit Report

Medical College Visit Report

Sample Location Visit Report

Monitoring Visit Report Summary

Marketing Team Site Visit Report

School Academic Visit Report Template

Chemical Exposure Visit Report

Business Renewal Site Visit Report

Management Conference Visit Report

Pre-Event Site Visit Report Example in PDF

Sample Parent Visit Report Format

Home Tour Visit Report Template

Report of Research Visit

Daily Food Sponsor Visit Report Example

Sample Civil Site Monitoring Visit Report

Why Are Visit Reports Important?

Step 1: determine your purpose, step 2: be observant and write what happened, step 3: reflect on your visit, step 4: download a template and insert the details, step 5: organize details according to the format.

• Site visit report
• Business visit report
• Field trip visit report
• Industrial visit report
• Monitoring visit report

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CC0006 Basics of Report Writing

• Structure of a report (Case study, Literature review or Survey)
• Structure of report (Site visit)

Structure of a report (Site visit)

• Citing Sources
• Tips and Resources

A site visit methodology may look like this: you visit a site for a limited period of time and gather information through your own experience or through the reported experiences of others in order to find the answer to your research question. In addition to  observation, interviews can also be employed to gather information.

For example, a site visit to clean energy buildings and conduct an analysis of the associated technology / policy approaches. Add a section on the feasibility of more such buildings, compare it with other such buildings across the world, etc.

The report structure of a site visit based project is slightly different from that of a case study. literature review or survey.

Structure of a report for the site visit method is as follows.

• Table of Contents
• Summary / Abstract
• Introduction
• Literature Review
• Information about the site(s)
• Field Observations
• Reflection of visit experience and Implication(s)
• Discussion and Limitation(s) 
• Conclusion and Recommendations
• Appendix (if necessary/any)

Please access Structure of a report (Case study, Literature review or Survey) to know more about other sections.

• << Previous: Structure of a report (Case study, Literature review or Survey)
• Next: Citing Sources >>
• Last Updated: Jan 12, 2024 11:52 AM
• URL: https://libguides.ntu.edu.sg/report-writing

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DataScope Templates

The Top 17 Free Project Report Templates For Effective Project Management

By Kate Eby | August 5, 2019 (updated August 7, 2023)

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In this article, you’ll find a comprehensive list of project report templates to support your project management efforts. These pre-built templates are free to download in a variety of formats, including Excel, Word, PowerPoint, PDF, and Google Docs.

Included on this page, you'll find many free, downloadable templates for your next project, including a project status report template , a daily project progress report template , a business project report template , and many more.

Project Status Report Template

Download Project Status Report Template

Word | PowerPoint | Smartsheet

Consistent and thorough status reporting is an essential component of effective project management. Ensure you meet project objectives by utilizing this customizable project status report template. This template provides space to summarize the project and track risks, roadblocks, milestones, accomplishments, and key takeaways. It also includes a visual project timeline to give you easy visibility into major project events.

One-Page Project Status Report Template

Download One-Page Project Status Report Template

Word | PDF | Smartsheet

This template covers all the primary elements of the project status report in a convenient one-page format. The pre-built status report provides an overview of project status by category (i.e., budget, scope, etc.), project timeline, key risks and issues, as well as issue ownership to ensure that you account for and complete all project action items on schedule. Learn how to create an effective project status report in this article .

Project Report Dashboard Template

Download Project Report Dashboard Template - Excel 

Having a clear visual of a project’s high-level metrics and overall performance enables a project manager to identify and home in on problem areas that need further attention. Download this project report dashboard template to track the status of key components of a project, including tasks, costs, and pending action items. This template also helps you support the decisions you make for future project initiatives. Check out this article to find more free Excel dashboard templates for all of your business needs .

Daily Project Progress Report Template

Download Daily Project Progress Report Template

Excel | Word | PDF

Provide stakeholders with insight into a project’s daily development using this progress report template. This template provides space to outline progression details, work completed, equipment used, workers on site, task locations, delays, incidents, and more. This report allows you to compare activity progress with the project plan to effectively maintain governance.

Performance Project Report Template

Download Performance Project Report Template

Communicate the performance of key project elements using this customizable project performance report template. Detail key activities, deadlines, work quality, risks, budgeting performance, and more to ensure you carry out major project deliverables on schedule and according to plan.

Project Summary Report Template

Download Project Summary Report Template

Effective project management requires that you keep lines of communication open (between the team and client) and ensure that the information you present is accurate and up to date. Provide all stakeholders with the current status of key projects, milestones, steering committee escalations, progress, and upcoming events using this pre-built project summary report template.

Weekly Project Status Report Template

Download Weekly Project Status Report Template

Excel | Word | Smartsheet

This customizable project status report template provides a snapshot of a project’s health on any given week. Track overall project performance and the status of each project component, including budget, resources, scope, milestones, work accomplished, roadblocks, highlights, and more. This template also comes with a pre-built visual timeline to display major project details at a glance.

Monthly Project Status Report Template

 Download Monthly Project Status Report Template

Excel | Word

This project status report template captures the status of key project elements at a monthly view. Use this downloadable template to track notable project components that are complete, in progress, on hold, or at risk and outline deadlines and details for upcoming work.

Stoplight Project Status Report Template

Download Stoplight Project Status Report Template

Stoplight project status reports are an effective way to visualize project items that require immediate attention and additional planning. Use the stoplight key to define the parameters of what constitutes a red, yellow, or green status and ensure that the client and team members are on the same page regarding these conditions. This template will help keep the process streamlined.

Business Project Report Template

Download Business Project Report Template

Word | Google Docs

A business project report is a detailed document that serves as a roadmap for a proposed project or business venture. This business project report template provides a solid basis to expand upon according to your needs. It includes space for a table of contents, an executive summary, key project activities, a marketing analysis, a SWOT analysis, recommendations, appendices, and more.

IT Project Status Report Template

Download IT Project Status Report Template

Information technology project management and operations can be complex and involve many moving parts. Between balancing the budget, making adjustments mid-project, and meeting the needs of project stakeholders, this pre-built IT project status report template will help ensure that you track and account for all the key components of your project. This template provides room for project milestones, open and closed issues, change requests, resource evaluation, and the current status of all major project categories. Learn the essential tips for successful IT project management by checking out this article .

Construction Project Report Template

Download Construction Project Report Template

Excel | Word | PDF | Google Docs

Effective reporting is a key factor in the overall success of a construction project. This pre-built construction project report template includes all major day-to-day project details, like daily progress, materials and equipment used, number of workers and work hours performed on site, progress obstructions, and official visitors. Additionally, the template includes space for the inspector to sign off on the report in order to ensure overall project compliance. For a wide variety of free construction management templates to download, visit this page .

Executive Project Report Template

Download Executive Project Report Template

An executive project report is a high-level view of the project that highlights progress, without getting into the granular details of the project. Use this customizable executive project report template to communicate the essential elements of the project, including key milestones, accomplishments, risks, issues, financial overview, and project requirements.

Final Project Report Template

Download Final Project Report Template

The purpose of the final project report is to briefly and clearly summarize the outcomes of a completed project. This final project report template contains a table of contents, as well as space for names and roles of team members, project summary, scope, costs, risks, communication strategies, learning outcomes, top-level project performance details, and more.

Project Report Template for Teams or Departments

Download Project Report Template for Teams or Departments

Teams or departments can use this project report to communicate the status of project activities: That is, they can indicate whether they have completed an activity or whether an activity is still in progress. Use this template to track key tasks, team members involved, deadlines, progress scores, issues needing attention, and other project developments to ensure teams or departments account for and complete assignments on schedule.

Project Report for Stakeholders and Partners

Download Project Report for Stakeholders and Partners

Use this project report is to provide key stakeholders and partners with high-level visibility into a project’s overall performance. Briefly summarize progress, project deliverables, start and end dates, outputs, and other major project details to keep stakeholders up to date on current project happenings.

Project Postmortem Report Template

Download Project Post-Mortem Report Template

This customizable project postmortem report template should be completed as a workshop comprised of key team members within a week of concluding the project work. This report highlights project details, such as accomplishments, problem areas, lessons learned, and more to facilitate the process of analyzing the performance of all the project’s elements. Once you’ve completed this template, the project sponsor should sign off on it to formally close out the project.

Tips on Writing a Project Report

When writing a project report, stick to the facts and back up your claims with data. Consider using a template to give structure to your report, and tailor the report to your audience. We’ve outlined top report-writing tips below:

• Know Your Audience: The type and depth of information you communicate in a report will depend on the nature of your audience. For instance, managers and clients may have a better understanding of the concepts and terminology involved in a project than do stakeholders and other personnel. Effective project reporting, therefore, requires using the appropriate tone and phraseology and knowing when to share high-level versus granular project details.  Your audience may also care about different details when viewing a year-end report  versus a project status report .
• Give Structure to Your Report: Once you’ve identified your audience and which components of the project to communicate, organize the segments of the report so the information makes sense and is helpful to the reader. For example, you should place project identification and background details near the beginning of the report; place summarizing details near the end.
• Only Provide Facts: The report should remain objective and free from personal bias, regardless of whether the project is failing or performing successfully. If an opinion is needed, it should be labeled clearly and placed in a separate segment of the report. Additionally, the charts, metrics, and other performance data you present in the report should be accurate and up to date so that such information is credible and meaningful to the reader. 
• Use a Template: Save time building out your report by using a customizable template to get you started. Templates are beneficial for standardizing processes, and you can easily adapt them to fit your needs. Use the free templates provided above for your reporting needs, and then check out this article for more project management templates .
• Use an Online Reporting Tool: Keeping a project’s development aligned with business goals is the basis of project management, and the success or failure of a project can greatly depend on the tools you use. Employ an online tool that displays data in different ways (e.g., Kanban boards, Gantt views, and dashboards), shows the real-time status of multiple projects, provides various permission levels, and allows you to set up recurring reports (such tools can automatically email these recurring reports at a set frequency to designated stakeholders, which allows project managers to shift their focus to other critical project matters). These online tools provide increased visibility into project processes and status.

Improve Project Reporting with Smartsheet for Project Management

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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Monitoring visit report template

The purpose of a monitoring visit (sometimes called a supervision visit or a field visit) is to make sure that project activities are implemented the way they are described in the plan. It normally involves meeting with the people running the project, meeting with the participants, and observing the activities.

At the end of a monitoring visit, it is important to prepare a report that describes what you found. These reports will document any discrepancies between the plan and actual implementation, as well as improvements made by the project team.

This monitoring visit report template is appropriate when:

• You need to report the results of a monitoring visit, supervision visit, or field visit.

This monitoring visit report template is NOT appropriate when:

• Your organisation or donor already has a standard template for monitoring visit reports (in which case use their template).

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About Project Reports

NSF requires that NSF-funded researchers regularly report on the progress of supported projects and the way funds are used.

• Only Principal Investigators (PIs) and co-PIs can create, edit and submit project reports
• Sponsored Projects Office (SPO) staff and administrative users with read-only access can view project reports

Sign In to create, edit and submit reports Find project outcomes reports  

The 4 types of project reports are:

• Annual report
• Interim report
• Final report
• Project outcomes report

Annual, Interim and Final Reports   Annual project reports are required for all standard and continuing grants and cooperative agreements. Final reports are required for all standard and continuing grants, cooperative agreements and fellowships. Interim project reports are not required and are used to update the progress of a project any time during or before the award period expires

All submitted annual and final reports must be approved by an NSF Program Officer to meet the submission requirements.

Key features of Project Reporting System in Research.gov:

• A consolidated project reporting dashboard that includes annual, final, interim, and project outcomes report
• Ability to deposit published journal articles and juried conference papers in NSF Public Access Repository to be compliant with the Public Access requirement. PIs and co-PIs can also submit publications in the NSF’s Public Access repository through their project reports and comply with the Public Access requirement.Refer to Public Access page for additional information
• Upload multiple Products via BibTex upload feature

Project Outcome Reports  (for general public) The Project Outcomes Report is a report written for new and existing awards, specifically for the public, that provides insight into the outcomes of NSF-funded research. Project Outcome Reports can be viewed through Research.gov’s  Research Spending & Results  search service.

Note: Project Outcome Reports are not reviewed or approved by NSF

More Information

•   About Public Access
•   Example Project Reports (Demo site)

Project Report Screenshots and Instructions

Project reports template

Project Reporting Getting Started Guide

Project Reporting FAQ's

Project Reports and Reminder Email Schedule Tip Sheet

For additional information on Project Reports, please visit the  Help section .

• Bureaus and Offices
• Contact HRSA
• Continuation Funding
• Apply for FY 2024 Behavioral Health Service Expansion

BHSE Frequently Asked Questions

Read this along with the Behavioral Health Service Expansion (BHSE) notice of funding opportunity and example forms. Find these and additional technical assistance resources on Apply for FY 2024 Behavioral Health Service Expansion .

Patient impact

Budget requirements.

• Allowable use of funds

Minor alteration and renovation (A/R) and equipment

Scope of project, general application.

Why do you require treatment services in the work plan?

For many communities, health centers are the first point of access to any health care service. To support more patients receiving behavioral health services, you must propose at least one mental health treatment activity and at least one substance use disorder (SUD) treatment activity in your BHSE work plan. 

(Added: 4/30/2024)

How can I use health center services to implement recovery and support activities in my project? 

Recovery and support can include enabling services, such as transportation or translation services. It can also be case management services, such as eligibility assistance to support patient access to programs for health-related social needs.

Examples include:

• Working with street medicine groups, housing programs, drop-in centers, and emergency rooms to create a system for referrals to your health center for people who need behavioral health services
• Making your pharmacy an authorized drug collection site for safe disposal of unused or expired medications
• Hiring staff to provide family support such as parenting services, family therapy, or services for children of parents with a mental health condition or SUD
• Developing programs to reduce stigma related to mental health conditions and SUDs

Visit Recovery and Recovery Suppor t for more ideas.

How can I use BHSE funds to increase patients’ access to treatment with medications for opioid use disorder? 

One way to do this is by expanding your pharmacy’s role in administering MOUD (formerly known as medication-assisted treatment or MAT). Your pharmacists may dispense buprenorphine, naltrexone, and naloxone without a prescription from another provider, in accordance with state law. In addition, you can offer patient education and resources to support patients’ consistent engagement in their treatment plans.

Can I apply for BHSE funding if my health center’s 2023 UDS data does not include any mental health, SUD, or MOUD patients?

Yes. We encourage you to apply for BHSE funding to start providing mental health services, SUD services, and MOUD. Your baseline data on the Patient Impact form can be 0 for any or all of these services. 

How will you measure my progress toward the BHSE objectives?

We’ll use UDS data. 

• For mental health services, we’ll use Table 5: Staffing and Utilization, Line 20: Mental Health Services (PDF - 2 MB) .
• Table 5: Staffing and Utilization, Line 21 (PDF - 2 MB) : Substance Use Disorder Services, plus
• Appendix E: Other Data Elements, Question 1b (PDF - 2 MB) : Medications for Opioid Use Disorder (MOUD)

To decide funding beyond year 2, we’ll use 2025 UDS data showing increases in the number of visits and patients receiving mental health and SUD services, including patients receiving MOUD. 

See Apply for FY 2024 Behavioral Health Service Expansion for a sample Patient Impact Form.

Do I need to project a minimum number of patients in my Patient Impact Form?

No. You should estimate patient increases that are realistic and achievable. 

• The number of mental health and SUD services patients in your 2023 UDS report
• The need for services in your service area
• Provider capacity
• Patient increases based on previous service expansions
• Your proposed BHSE activities

Can BHSE affect my H80 patient target?

Yes. We may add your estimated new, unduplicated health center patients to your H80 patient target if your BHSE award continues beyond the 2-year period of performance. 

Do I need to increase both the number of patients receiving mental health services and the number of patients receiving SUD services?

Yes. You must propose activities that will increase both the number of patients receiving mental health services and SUD services, including patients receiving MOUD, even if you already provide one of these services.

How should I present my BHSE budget request on the SF-424A?

You can request up to $600,000 in BHSE funding for year 1 and up to $500,000 for year 2.

In Sections A, B, and C of your SF-424A, record information for year 1. 

In Section E, record information for year 2. 

Leave Section D blank. 

More details:

• Section A: Request year 1 federal funding (up to $600,000) by subprogram: CHC, HCH, MHC, PHPC. List non-federal funding by subprogram, if applicable.
• Section B: Break out year 1 federal (up to $600,000) and non-federal funding by object class category.
• Section C: Break out year 1 non-federal funding by source.
• Section E: Request year 2 federal funding (up to $500,000) in the “first” future year column by subprogram: CHC, HCH, MHC, PHPC. Leave other columns blank.

If funding continues beyond year 2, we’ll base it on your year 2 BHSE funding request (up to $500,000).

What non-federal funding should I include in my BHSE budget?

Include the non-federal funds that will support your BHSE project. Do not duplicate non-federal resources included on your H80 award or any other Health Center Program award. 

Enter non-federal funds in both your SF-424A Budget Information Form and Budget Narrative attachment.

Allowable uses of funds

What are examples of allowable uses of BHSE funds?

You may use BHSE funds to support a variety of costs for your project. 

• Hiring licensed providers, community health workers, peer recovery specialists (PDF - 1 MB) , or case managers to provide counseling and care coordination
• Contracting with a specialist to provide your staff training and technical assistance in evidence-based approaches for treatment with MOUD
• Providing group counseling for patients with post-partum depression.
• Developing a tobacco cessation program for patients receiving MOUD
• Supporting certification, training programs, continuing education, and mentorship opportunities to improve your providers’ capacity to care for patients accessing behavioral health services

May I use BHSE funding to increase the FTE of a staff member who is currently less than 1.0 FTE?

Yes. You may use BHSE funds to increase the FTE of a staff member if the staff member does not exceed 1.0 FTE across all awards. Personnel compensation must align with your existing written policies and procedures and 45 Code of Federal Regulations C.F.R. § 75.430 . 

Can I use BHSE funding for recruitment incentives?

Yes. You may include recruitment incentives in a salary package that you support with BHSE funding. You should cover incentives through your indirect cost rate, if applicable. If you do not have an indirect cost rate agreement, you may charge recruitment incentives as direct costs.

Can I use BHSE funding to pay recruitment agency fees?

Yes. You may use BHSE funding to pay costs or fees for an outside recruitment agency to hire personnel for your BHSE project.

Do I need to add a certain type or number of personnel as part of my BHSE project?

No. We do not require you to add a specific type or number of personnel. You may use BHSE funding to support a range of personnel that will contribute to increasing the number of patients receiving mental health and SUD services, including MOUD.

Can I use BHSE funding for patient incentives?

Yes. You may use BHSE funds for incentives if you need them to meet your project goals.

• Have written policies and procedures for using funds for incentive costs
• Document that you’re following your policies and procedures
• Describe the types of incentives in detail in your budget narrative
• Explain how the cost is reasonable and necessary to encourage patient participation in your BHSE project activities
• Maintain appropriate records and cost documentation as 45 CFR §75.302 requires

You cannot use BHSE funds:

• For cash gift cards, food, or other costs prohibited under 45 CFR 75 or other federal regulations
• To persuade people to select your health center as their provider

You may also use non-grant funds, leverage partnerships with other community organizations, or use donations from local businesses to offer small rewards as incentives. For example, you may offer a nominal gift card to a local store, food, a meal, or a free admission voucher to a local event or attraction.

For questions about the potential impact of incentives and the federal anti-kickback statute, email the Department of Health and Human Services (HHS) Office of the Inspector General (OIG) at [email protected] . 

Can I use BHSE funding to support contingency management, such as vouchers or prizes?

HHS considers contingency management an evidence-based intervention for SUDs. You may include contingency management activities and expenses in your BHSE application if you have established policies and procedures and follows all rules and regulations related to incentives. 

Clearly describe the activities and costs in your application. If awarded, you must submit a prior approval request to your Grants Management Specialist before you start your contingency management activity or program.

Follow this guidance:

• You may use incentives to reward treatment compliance.
• The maximum value of each contingency management incentive is $15.
• The maximum value of contingency management incentives per patient per year is $75.

What types of minor A/R projects or equipment purchases align with BHSE funding?

Examples of minor A/R projects include:

• Converting an underused area to a group visit space
• Enhancing exam rooms to optimize privacy and safety
• Adapting a space to help integrate primary care and behavioral health teams

Examples of equipment purchases include:

• Virtual reality headsets and software to help patients change their behavior, develop coping skills, and manage cravings
• Point of care testing systems, such as options to test for stimulants
• Audio-visual systems to support virtual group visits with remotely located patients

If I propose to use BHSE funding for minor A/R, do I have to submit a Landlord Letter of Consent? 

If you do not own the property where the site is located, you must provide a Landlord Letter of Consent signed by the property owner. See the Landlord Letter of Consent Sample on Apply for FY 2024 Behavioral Health Service Expansion .

If I propose to use BHSE funding for minor A/R, what are the environmental and historic preservation requirements?

For information on these requirements, see Environmental and Historic Preservation Technical Assistance . Minor A/R projects typically do not require a full Environmental Assessment under the National Environmental Policy Act (NEPA). 

But you may need to comply with other requirements as applicable:

• If your project involves exterior work (for example, windows or signage) or work on a building that is over 50 years old, it may require State Historic Preservation Office (SHPO) consultation under Section 106 of NEPA.
• For buildings constructed before 1985, you may need to submit a hazmat study and abatement plan.
• If your site is in a coastal state, your project may require you to comply with the Coastal Zone Management Act.
• If your project is in a 100- or 500-year floodplain, it may require you to comply with E.O. 11988, Floodplain Management.

If I use BHSE funds to purchase a mobile unit, can I also use the mobile unit for other purposes?

Yes. But the primary purpose of the mobile unit must be to provide mental health and SUD services, including MOUD. 

How do I know if my BHSE project will require a change in scope?

Use the materials on Scope of Project to assess your scope of project (Form 5A: Services Provided and Form 5B: Service Sites). Contact your H80 program specialist for additional guidance. 

Can I make changes to my scope of project through the BHSE application?

No. However, you may submit a change in scope (CIS) or scope adjustment request through the Electronic Handbooks (EHBs). We recommend that you submit such requests 60 days before making the change. You may submit a CIS before receiving your BHSE award.

Will my application be competitive if I do not currently provide behavioral health services?

Yes. We encourage health centers that do not currently provide behavioral health services to apply. In fact, the review criteria support health centers that propose to use BHSE funds to start providing one or more behavioral health services for the first time.

Your application will receive 5 points if your 2023 UDS report included 0 mental health patients, 0 SUD patients, or 0 patients who received MOUD. Applicants with numbers greater than 0 in all of these categories will not receive these points.

How do I complete the Application for Federal Assistance (SF-424)?

For detailed instructions, see Section 5.1 of the Two-Tier Application Guide (PDF - 704 KB) . This table includes information on how to respond to specific sections.

How do I make changes to my application once I submit in EHBs?

Your authorizing official (AO) can reopen and edit your application any time before the EHBs deadline. For additional details and step-by-step instructions, refer to Reopen Submitted Applications . The AO must resubmit the reopened application in EHBs by 5 p.m. ET on the EHBs due date for us to consider your application.