Institutional Program Unifying Population and Laboratory Based Sciences

Note:  Progress reporting in 2010 does not contain the Trainee Report and Survey.  View the 2011 Progress Reporting Timeline for more information on the Trainee Report and Survey.

Sections of the Progress Report
Submission of the Progress Report
Help with on-line forms
BWF Forms and Instructions

Progress and financial reports are required of all BWF grants, and are due on the date specified in the award letter or contract.  Advisory Committee and staff depend heavily upon progress and financial reports to evaluate progress.  Late reports inconvenience advisory committee reviewers and impede the Fund's evaluation of its programs.  Failure to submit progress or financial reports in a timely fashion will result in termination of funding.

BWF has provided Progress Report Guidelines to assist in the preparation and submission of Progress Reports in an acceptable manner.  Institutions must provide BWF with an annual progress report detailing program progress.  Institutions must provide an annual financial report.  Both reports must be submitted by the due date on forms that will be provided and according to the instructions below.  All PDF on-line forms and instructions referenced on this page can be accessed below.

Each progress report will be read and evaluated by members of BWF's Scientific Advisory Committee.  Evaluation criteria include:

• Scientific rigor of training provided
• Addressing interdisciplinary "language/culture barrier"
• Trainee qualifications/selection
• Trainee accomplishments
• Cross-departmental faculty involvement
• Creating community for trainees
• Use of BWF funds (primarily should be used for trainees)
• Institutional impact
• Contribution to BWF program goals

Please prepare the report with these criteria in mind.

I.  Cover Sheet
The Cover Sheet for your Progress Report must be completed on-line and should contain the following information:

1. Institution
2. Program name
3. Program web site
4. BWF request ID number for your grant
5. Progress report period dates
6. Program directors' name
7. Program Administrator's name
8. BWF Trainee information.

II.  Program Report (to be completed by the Program Directors)
The Program Report may be completed on-line and should contain the folling information:

A.  Briefly (maximum 3 pages) review the orginal plan and describe program accomplishments and all training activities supported by the BWF award during the reporting period.  Include descriptions of the following where applicable:

• how trainees were selection
• program activities
• any curriculum developments or changes
• any changes in administration of the program
• plans for the coming year
• any other sources of support for this program
• dissemination on the internet of course materials or workshop proceedings, with links.
  
  

B.  Provide a chart listing names of all BWF trainees during the reporting period, indicating the inclusive dates of their fellowships.  Separate according to training level.  Within each training level, indicate whether trainees are "Fellows" (receiving stipend support from BWF) or "Associates" (not receiving stipend support but may be training related to this support, for example, participating in courses or seminar series.)  The number of names in each category should match the numbers entered on the Program Summary Cover Page.  Each trainee listed will complete the trainee report and survey (Part 3 - To be implemented February 1, 2011.)

III.  Program Evaluation (to be completed by the Program Directors)
The Program Evaluation  may be completed on-line and should contain the folling information:

 A. Briefly (1 page or less) describe specific efforts and program evaluation plans to evaluate the success of the program, including what kind of data has been collected, and names of any internal or external program reviewers. What cluster of outcomes should be used to measure the success of your program? To what should your program be compared?

B. Briefly summarize (1 page or less) how your program is doing according to the measures identified in (A) above.

C. Summarize any institutional changes made as a result of the award, as well as the impact of the program on trainees not receiving BWF stipend support.

D. Provide a chart listing names & departments of any new faculty collaborations that have arisen as a result of the program, along with project title, publications, and funding source if any.

E. For all trainees who have completed or left the program to date, list current positions and institutional affiliations, and contact information where known. Please indicate the inclusive dates of their involvement in the program, and their training level. Where possible, describe the extent of their current involvement in research, including research grant support and representative recent publications.

IV.  Curriculum Vitae

Include a current Curriculum Vitae of all directors and faculty involved in the program, using the NIH-four-page biographical information form  provided on line.

V.   Financial Report

The Financial Report must be completed on-line (see below) by the institutional financial officer. The report should contain the typed name of the program and the institutional official completing the report. The Financial Report may be submitted under separate cover, according to the instructions.

Submit the completed Cover Sheet with your Progress Report by the due date.  Use 12-point font size with one inch margins on all sides.  Combine all subsections into one PDF file, including the cover sheet.  The Funancial Report may also be submitted as a separate PDF file.

Submit your entire Progress and Financial Report as PDF files to pup.progress@bwfund.org by April 1. If you have questions, please contact Jean Kramarik by email or phone 919/991-5122.

1. Determine your system software. Adobe Reader is widely used because it is free software (easily downloadable from http://www.adobe.com) which allows you to complete the form on line, print the form, convert it to PDF format, and email it to BWF. Adobe Acrobat is purchased software required to save PDF files. “Acrobat” allows you to complete the form on line, save the form and data to your system, and immediately email the PDF form to BWF.
   
2. With "Reader" software, print the form you just completed (do not use the Email button on the form). Convert the paper form to a PDF file by some electronic means and submit the PDF file to BWF via email to pup.progress@bwfund.org.
   
3. With "Acrobat" software, after completing the form, click the Email button and you will be prompted to save your file to your system. If you are not prompted, it is likely that you do not have the required software, must print the form and follow bullet one above. If you email this form without Acrobat software, it will email a blank form and you will lose your data.
   
4. To complete the On-Line Forms, click on the first blank line and begin typing. To advance to the next line, press the keyboard "Tab" key until the form is completely filled out. Be sure to press the return key after the last entry to complete the process. 
   
   Note to the following when completing the Financial Report:
   If you submitted a Funancial Report last year, the information provided in that report should be used to calculate the Cumulative to Date figures.
   
   The subtotal fields will automatically calculate as you enter the relevant numerical data.  The "Balance" should be the same in both the Current Reporting Period and Cumulative to Date columns.