{"id":2321,"date":"2024-11-26T20:09:21","date_gmt":"2024-11-27T02:09:21","guid":{"rendered":"https:\/\/uwm.edu\/officeofresearch\/?page_id=2321"},"modified":"2025-04-25T14:28:14","modified_gmt":"2025-04-25T19:28:14","slug":"reporting-and-record-retention","status":"publish","type":"page","link":"https:\/\/uwm.edu\/officeofresearch\/award-management\/reporting-and-record-retention\/","title":{"rendered":"Reporting and Record Retention"},"content":{"rendered":"\n<div class=\"uwm-l-row\">\n<div class=\"uwm-l-col\">\n<p>Most multi-year projects require Principal Investigators (PIs) Is to submit annual reports detailing project progress for each performance period. These reporting requirements are outlined in the award notification. PIs should review the sponsor\u2019s specific requirements at award setup and consult with their <a href=\"https:\/\/uwm.edu\/officeofresearch\/proposal-resources\/pre-award-assignments\/\">Pre-Award Specialist<\/a> for clarification.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-reports\">Final Reports<\/h2>\n\n\n\n<p>All projects typically require a final report, though requirements vary by sponsor. PIs should carefully review the award materials for report content and format details.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If annual reports or progress reports are required, the final report will typically cover the period from the last report to the end of the project.<\/li>\n\n\n\n<li>If no annual reports are required, the final report will cover the entire project period.<\/li>\n\n\n\n<li>Final reports often include both programmatic\/research outcomes and financial data. PIs should consult with their <a href=\"https:\/\/uwm.edu\/officeofresearch\/award-management\/post-award-assignments\/\">Grant Accountant<\/a> in advance to determine what financial data is needed.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-reports\">Financial Reports<\/h2>\n\n\n\n<p>Most sponsors require financial reports during the award period. Financial reporting requirements vary by sponsor. PIs should consult with their <a href=\"https:\/\/uwm.edu\/officeofresearch\/award-management\/post-award-assignments\/\">Grant Accountant<\/a> for assistance with developing and submitting these reports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-record-retention\">Record Retention<\/h2>\n\n\n\n<p>It is the policy of the Office of Sponsored Programs to close an award after all final reports have been filed and all receivables have been satisfied. It is the Department\u2019s responsibility to maintain the supporting documents for all expenses that have been posted to an award. All information and records for grants and contracts are retained for four years and three months\u00a0<em>after<\/em>\u00a0the award has been closed, unless the sponsor requests other terms and conditions.<\/p>\n<\/div>\n\n\n\n<div class=\"uwm-l-col uwm-l-col--4 uwm-l-offset--1\"><div class=\"content_block\" id=\"custom_post_widget-3924\">\n<div class=\"uwm-p-card uwm-p-card--color-head uwm-u-mb-40\"><div class=\"uwm-p-card--title\">Office of Sponsored Programs: <br>Post-Award Administration<\/div><div class=\"uwm-p-card--body\"><div class=\"uwm-p-card--content\">\n<ul class=\"wp-block-list uwm-c-list--cleanlist\">\n<li><em>Inquiries:<\/em>&nbsp;<a href=\"mailto:or-osp-PostAward@uwm.edu\">or-osp-postaward@uwm.edu<\/a><\/li>\n\n\n\n<li><em>Grant Accountants:&nbsp;<\/em><a href=\"https:\/\/uwm.edu\/officeofresearch\/award-management\/post-award-services-and-assignments\/\">Unit Assignments<\/a><\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n<nav aria-label=\"Sidebar\" class=\"uwm-p-navigation-list uwm-p-navigation-list--gold-border \"><div class=\"uwm-p-navigation-list--title\">Helpful Links<\/div><ul>\n<li class=''><a href=\"https:\/\/uwm.edu\/officeofresearch\/award-management\/allowable-costs-and-cost-categories\/\" class=\"\" rel=\"\" target=\"\"><span>Allowable Costs and Cost Categories<\/span><\/a><\/li>\n\n<li class=''><a href=\"https:\/\/uwm.edu\/officeofresearch\/wp-content\/uploads\/sites\/577\/2025\/05\/Office-of-Research-Handbook.pdf\" class=\"\" rel=\"\" target=\"\"><span>Office of Research Handbook (PDF)<\/span><\/a><\/li>\n\n<li class=''><a href=\"https:\/\/uwm.edu\/officeofresearch\/award-management\/reporting-and-record-retention\/\" class=\"current\" rel=\"\" target=\"\"><span aria-current=\"page\">Reporting &amp; Record Retention<\/span><\/a><\/li>\n\n<li class=''><a href=\"https:\/\/wiser.wisc.edu\/\" class=\"\" rel=\"\" target=\"\"><span>WISER<\/span><\/a><\/li>\n<\/ul><\/nav><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1650,"featured_media":0,"parent":290,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"templates\/centered.php","meta":{"footnotes":"","uwm_wg_additional_authors":[]},"class_list":["post-2321","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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