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Final Reporting

This guide provides an overview of the different technical report requirements and guidelines for various funding agencies. It covers the elements to include in the report, data management and retention policies, and the importance of submitting a final report for obtaining new funding.

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Final Reporting

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  1. Final Reporting • Financial Report (reviewed and signed by PI) • Patent Report • Technical Report (prepared and submitted by PI) • NSF now requires an “Outcomes” report written in lay language (prepared and submitted by PI).

  2. Technical Report • Format varies with agency • Typically is not reviewed by SRS or SRAS • Agencies differ in time window that technical report is due (90 days for National Science Foundation) • Report can be quite extensive in detail

  3. Technical Report (NSF example) Required Elements • Graduate students • Organizational Partners • Other Collaborators or Contacts • Activities and Findings • Training and Development • Outreach Activities • Journal Publications • Books or Other One-Time Publications • Other Specific Products • Contributions Within Discipline • Contributions to Other Disciplines • Contributions to Human Resource Development • Contributions to Resources for Research and Education

  4. Technical Report Agency will typically NOT provide new funding until final report is submitted

  5. Data Management & Retention • Policy varies with agency • Some require data retention for as long as five years after publication of results • Good practice is to retain data for as long as possible (this includes work of postdocs, students and technicians) • Keep data in a well-annotated state

  6. Wrap Up & Questions (?) We’ll be available at lunch today to answer additional questions…….

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