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Post-Award | Reports

There are two primary types of reports submitted to sponsoring agencies

  1. Program reports - these reports are prepared by the Principal Investigator (PI), and show the progress of the research or public service project.
  2. Finanical reports - these reports are prepared by your grant manager, and show how the grant funds have been spent to date.

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Program Reports

The award document outlines when progress reports are due. Depending on the type of grant, these may be monthly, quarterly, bi-annually, or annually. Additionally, some sponsors provide templates to be used.

Program reports often cover the following topics:

  1. Progress toward the goals or objectives described in your proposal.
  2. Adherence to the timeline specified in your proposal.
  3. Any challenges you've encountered.
  4. Any changes you've made to the timeline or goals described in your proposal.

As the PI, it is your responsibility to be aware of these deadlines and to prepare the appropriate reports. They should be sent to your grant manager, to be combined with the financial report and forwarded to the sponsoring agency. You will be copied on all such submissions.

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Financial Reports

The award document outlines when financial reports are due. Depending on the type of grant, these may be monthly, quarterly, bi-annually, or annually. Additionally, some sponsors provide templates to be used.

Financial reports often cover the following topics:

  1. Grant expenditures for the period.
  2. Grant expenditures for the life of the project, compared to budget categories specified in the proposal, showing remaining funds in each category.
  3. Any planned modifications to the budget categories specified in the proposal.
  4. If any funds will remain unused.

Your grant manager will prepare these reports, and combine them with your narrative program report to send to the sponsor. You will be copied on all such submissions.

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