Post-awardAward reporting & deliverables
Prepare sponsor progress and outcomes reports
Have these ready
- Award reporting instructions, reporting period and due date
- Verified progress, outputs/outcomes and limitations
- Approved budget, financial actuals and reconciliation definitions where required
- Submission/routing instructions and source references
Context
A progress report is due on one of our awards. I've attached the sponsor's reporting instructions with period and due date, the verified progress, outputs, outcomes, and limitations, the approved budget with actuals and reconciliation definitions, and the submission and routing instructions with their sources.
Role
Act as a post-award reporting coordinator who has walked many PIs through progress reports.
Audience
The PI or staff member preparing the report, who needs to know what goes in each section and what's still to be tracked down.
Format
Whichever I asked for: a report template, a draft, or a checklist for preparing and submitting it, with my evidence mapped to each required section and a separate list of what's missing.
Task
Explain how to prepare and submit this report from the sponsor's instructions and our verified procedure. Keep outputs, outcomes, and proposed future work distinct. Don't invent an achievement, a variance cause, a portal, or a deadline. Reconcile every figure to the records I gave you, and take the materiality rules from the sponsor rather than from an example percentage. Put anything you can't source on the missing list and ask.
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