Project Outcomes for the General Public Reporting Overview May 2010

1. Project Outcomes for the General PublicReporting Overview May 2010

2. Project Outcomes Report for the General Public America COMPETES Act requirement specific to NSF Report serves as a brief summary prepared by the PI specifically for the public, describing the nature and outcomes of the project Effective for new awards/funding increments to existing awards made on or after January 4 PIs and co-PIs will use Research.gov to prepare and submit this report using new report submission service that will be availible in Research.gov later this summer Required in additional to final project reports which will continue to go through FastLane Will be posted for public with other award information in Research.gov’s Research Spending and Results Service 2 2 2

3. The PI Experience

4. Visual Overview – The PI Experience 1a. Via R.gov 4a. Submit a Report Log directly into Research.gov PIs and Co-PIs complete and submit their report 2. Log-in to Research.gov 3. View the Homepage Log into Research.gov From the Research.gov Homepage, PIs and Co-PIs can: See the Project Outcomes Report Dashboard on home page See the number and status of required reports that are due, overdue, submitted, and not yet due Click on link to view, prepare, and submit reports 1b. Via FastLane Login to FastLane, view notification and redirect to R.gov 4b. Add Addenda to an Existing Report To modify the report or update the record of an award’s outcomes, PIs and Co-PIs can add unlimited addenda to a report 1a. Via Email Notification Receive email notification and redirect to R.gov Quickly and easily fulfill reporting requirements using the customer friendly Project Outcomes Reporting tool PIs and Co-PIs log into Research.gov… PIs and Co-PIs receive notification that they have a report due View the status of upcoming, due, and submitted reports 4

5. Notification • PIs, Co-PIs, and SPOs are notified that an award is due via: • Research.gov Project Outcomes Report Dashboard (PIs, coPIs) • FastLane Project Reports system • Due and Overdue email notifications

6. PI receives email notification that a POR is due or overdue Project Outcomes Report for the General Public is Now Due! To: Active SROs, active PIs, and all active Co-PIs CC: Managing Project Officer (MPO) Project Outcomes Report for the General Public is Now Due Your Project Outcomes Report for the General Public is due for the following award: Project Title: PI: Awardee: Award Number: Award Expires: Program Officer Name: Program Officer Email Address: Program Officer Phone Number: • Same logic for due/overdue notices for the Final Project Report (FPR) will be used for the Project Outcomes Report (POR). • Due/overdue notices will be sent to Principal Investigators (PIs) and any active Co-PIs on the award with a copy to the Sponsored Project Officers (SPOs), Program Officers (POs) and Administrative Officers (AOs). • FPR Logic • - Due notice sent on 1st due day   • - Thereafter one due notice is sent each month until the POR is submitted or becomes overdue • Overdue notice sent after 1stoverdue day • - Thereafter 1 notice is sent every two weeks • All emails are stored in eJacket’s eCorrespondence Module 6

7. PI logs into FastLane Select to get to get to PI login page FastLane (FL) Advisory will be posted announcing POR requirement 7

8. PI accesses the Award and Reporting Functions module in FastLane Select to get to Awards and Reporting Functions module Added a new link called ‘Research.gov Functions’. Link will take user to the Research.gov Login Page. Text will be added letting user know that they can access POR in Research.gov. 8

9. PI accesses the Project Reports System (PRS) Select to get to PRS module Added a new linke that takes user to the Research.gov Login Page. 9

10. PI sees a list of their awards with reporting requirements Tab was renamed to Annual/Final/Outcomes Reports Select the award number to view report statuses 10

11. PI sees a list of their PORs Tab renamed to ‘Annual/Final/Outcomes Reports New note added here so that PIs and users logging in using the OAU pin know that only the PIs and co-PIs can submit the POR Select to create report • A new Project Outcomes Report table will be added. • The ‘NSF Report Status’ will be “Will Not be Reviewed” since PO review is not required. • The Create/Edit link on the POR line will take user to Research.gov Login page. 11

12. Login • PIs and Co-PIs are prompted to log-in Research.gov using their FastLane ID

13. PI is redirected to Research.gov PI logs in using their FL ID 13

14. PI views the POR Dashboard Research.gov • PIs/Co-PIs can see the number and status of required reports: • Due • Overdue • Submitted • Not yet due • Waived Click on link to view, prepare, and submit reports 14

15. Report Preparation and Submission • PIs will submit a brief (200 – 800 words of content) report and have the option to upload images via the new reporting tool in Research.gov • Report is posted publically to Research.gov with a disclaimer: “The Project Outcomes Report for the General Public is displayed verbatim as submitted by the Principle Investigator (PI0 for this award. Any opinions, findings, and conclusions or recommendations expressed in this Report are those of the PI and do not necessarily reflect the views of the National Science Foundation; NSF has not approved or endorsed its content” • Ability to modify a submitted report for up to 30 days after submission. After 30 days, modifications to reports can be made by adding an unlimited number of addenda to the original report

16. PI prepares their report using the POR tool Click here to upload images • Report should: • Address the intellectual merit and broader impacts of the work as defined in the NSF merit review criteria. • Be brief: 200-800 words • Be written for the lay reader 16

17. PI adds images to their report • PI must have permission to use images • Maximum of 6 images can be uploaded Click to browse for images and upload Click ‘Save’ to add image to the POR 17

18. PI previews their report Select ‘Preview’ to view report

19. PI previews their report PI will see the disclaimer that will be published with the report Click to close preview 19

20. PI submits report Click to submit report 20

21. PI receives notification that report was submitted successfully Click to return to the list of PORs 21

22. PI receives email notification that report was submitted successfully 22

23. Adding an addendum to a report • Following the 30 day editing period, PIs or Co-PIs who wish to revise their report may do so by adding an addendum • Addenda briefly summarize additional outcomes of awards (up to 800 words) • Addenda cannot be edited • PIs and Co-PIs can submit unlimited addenda

24. PI can add an addendum to the report Click to add an addendum 24

25. PI creates an addendum Click add additional images (using same process as adding images to the initial report) Click to preview addendum 25

26. PI previews addendum 26

27. PI submits addendum Click to submit addendum 27

28. PI views warning that addendum cannot be edited PIs will view a warning telling them that the addendum cannot be edited once submitted Click to submit addendum 28

29. PI receives notification that addendum was submitted successfully Click to return to the list of PORs 29