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Reporting

Recipients of gifts operate under the guidelines of the gift-receiving institution, which may vary. If you have questions about whether you are a gift recipient or a grantee (see below), please contact us.

Recipients of grants (grantees) are responsible for proactively meeting reporting requirements as defined in their grant agreement. Please contact us if you need to discuss a reporting extension. Failure to do so could result in a request to return funds and will disqualify you from future renewals or proposals. The information below is also available in your grant agreement.

Progress report: DUE 6 MONTHS FROM AWARD DATE

A progress report is required six months from the award date. The default format of the report is a written document; however, alternatives may include (but not be limited to) presentations, other written materials, field trips or other mechanisms by which CREOi is informed of the progress and status of the project. An alternative to a written report must be mutually agreed upon in advance by the Board and grantee.

The progress report, regardless of overall format, must also include documentation of expenditures to date. Please provide a table with funds spent relative to each of the budget line items provided in your final proposal.

A written progress report should include at minimum the following:

    • The situation being addressed by the project.
    • The original (proposed) list of project objectives, with a description of progress to date for each objective, including any completed analysis, research results, conclusions, etc. Figures and tables, if relevant, are welcome.
    • Any additional relevant information that does not relate specifically to stated objectives, e.g., unexpected findings, successes/challenges, changes to project.
    • Electronic copies of all products to date related to the project (photos, manuscripts, articles, conference posters, brochures, flyers, etc.).

 

Final report: DUE 13 MONTHS FROM AWARD DATE

A final report is required approximately 13 months from the award date (assuming a one-year project timeline). The default format of the report is a written document; however, alternatives may include (but not be limited to) presentations, other written materials, field trips or other mechanisms by which CREOi is informed of the progress and status of the project. An alternative to a written report must be mutually agreed upon in advance by the Board and grantee.

The final report, regardless of overall format, must include the following two items:

  1. FINAL ABSTRACT + PHOTO. This will be posted to our website.
    • ~400 words maximum
    • Accurate, publication-quality writing
    • A succinct description of the situation being addressed
    • The most important objectives
    • The general methods/approach
    • The most important results and conclusions
    • Any relevant outreach and/or application of the results
    • A relevant photo that can be posted on the CREOi website
  2. FINAL EXPENDITURES REPORT. Please provide a table with funds spent relative to each of the budget line items provided in your final proposal.

If the final report is written (as opposed to a presentation, field trip, etc.), it must also include a FULL REPORT, expanding on the Final Abstract to provide more in-depth treatment of, at a minimum, the following project elements:

    • The situation being addressed by the project.
    • The original (proposed) list of project objectives, with a description of progress to date for each objective, including any completed analysis, research results, conclusions, etc. Figures and tables, if relevant, are welcome.
    • Any additional relevant information that does not relate specifically to stated objectives, e.g., unexpected findings, successes/challenges, changes to project.
    • Electronic copies of all products to date related to the project (photos, manuscripts, articles, conference posters, brochures, flyers, etc.).

Please feel free to contact us with questions about your reporting.