Reporting

It is the responsibility of the PI to comply with all sponsor requirements for progress and final performance reports. ORSP will work with Grants Accounting to ensure that all financial reports are timely, accurate and up-to-date.

Procedure (Government funding)

  1. The reporting requirements for the project are typically established in the award documents and are reviewed by ORSP with the PI during the initial award meeting.

    Progress Reports


  2. The PI must prepare all interim progress reports for the sponsor, paying particular attention to deadlines and to the sponsor requirements for content. ORSP will make every effort to notify the PI when an interim report is due.
  3. A copy of all interim progress reports must be sent to ORSP when they are sent to the sponsor.
  4. If a progress report is a requirement for the next increment of funding in a multi-year grant, the report must be processed through ORSP as part of a proposal package, following Proposal Submission Guidelines.

    Financial reports

  5. Financial reports are prepared and submitted by Grants Accounting, working with ORSP. If requests for financial reports are received by the PI, he/she must contact ORSP which will coordinate with Grants Accounting to ensure the accuracy and consistency of reporting.

Procedure (Private funding)

The reporting requirements for the project are typically established in the award documents and are reviewed by ORSP with the PI during the initial award meeting. ORSP provides support to PIs in the preparation of these reports, reviews the reports, and submits them. PIs should contact ORSP with any questions about reporting requirements for funding received from private sources (foundations, corporations, etc.)