Technical Reporting Compliance
Each sponsor and each award has specific reporting requirements. Sponsoring agencies routinely require final reports that may include financial statements, a final technical report, and a final inventory report. Specialized program reports are also typically required.
As PI, you are expected to submit all periodic technical reports (non-finanical or cost-sharing) prior to the reporting date (usually within 90 days of the project's termination date). Copies of these reports must be forwarded to the Sponsored Programs Office (for public funding) or to University Advancement (for private funding). Typically, sponsors will withhold final payments on grants and contracts until all the final reporting requirements are met. Reporting delays can be costly to the University Corporation, as well as to the university. If you fail to submit the required reports on a timely basis, you can also jeopardize future funding from the sponsor or funder for any other member of the CSUMB community.
To assist Principal Investigators (PIs) with grant technical reporting compliance requirements, the Sponsored Programs Office has implemented an automated system for technical report notification and tracking using an online sponsored projects administrative suite, InfoEd. Notification is required by the Chancellor's Office and is consistent with grant-recipient practices throughout the nation.
As an awarded PI or designated support staff (delegate) you will receive email messages with an attachment containing upcoming due dates for required technical reports by your sponsoring agency. If you have any difficulty opening or reading the attachment, or find it is missing data, please contact us immediately.
To learn more about the new grant technical reporting compliance requirements, or how to utilize InfoEd for accessing technical report (deliverables) notices and other grant administrative functions, please attend an InfoEd Open Forum.
For help with technical reporting compliance, contact us.
NOTE: Financial reporting deliverable compliance is managed by the University Corporation at Monterey Bay. For help with financial reporting compliance, contact University Corporation Grants Accounting staff:
- Judy Pohlman, Grants & Contracts Accountant, 582-3141
- Denise Wineglass, Grants & Contracts Analyst, 582-4647