Penn China Research and Engagement Fund

Fund Management

Step 1: Kick Off Meeting

We request that you (or a designated representative) and your Senior Business Administrator join us for the Penn CREF Kick Off Meeting.  During the meeting, the Office of the Provost and Penn Wharton China Center teams will provide you with an overview of the fund, including:

  • Management of funds and reporting requirements;

  • Legal and compliance matters,

  • Procedures to use the Penn Wharton China Center, including event planning processes, among other topics. 

You will also have the opportunity to meet other Penn faculty and staff to learn more about the other projects that are being funded.  

Step 2: Provision of Funds

Please contact Penn Global at global@upenn.edu for a copy of the Penn CREF Financial Processing of Awards, which includes detailed instructions regarding the dispersal and management of funds.  Items that are covered include: revenue and expense recording, and progress reports and unspent funds.

Note: You and/or your department are liable for all payments and costs associated with your event including any shortfall that results from failure of third party funding to materialize.  The Center is not responsible for verifying or confirming your external source of funding. All external funding must be in place 10 days prior to the event date or 15 days after receiving the event quote(s) whichever occurs first. 

Step 3: Progress & Financial Reports

Awardees will be required to report against their progress on an annual basis, at minimum.  Continued funding is contingent upon completion, submission, and acceptance of the reports and fulfillment of the reporting requirements.  Awardees will be asked to submit narrative and budget expenditure reports twice a year (in January and July), and to deliver presentations on their projects at an annual forum.  

Learn More

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General Fund Information

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Reporting Requirements

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Frequently Asked Questions

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Points of Contact

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Penn China Research Symposium

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Penn Wharton China Center

info

General Fund Information

border_color

Reporting Requirements

question_answer

Frequently Asked Questions

contact_mail

Points of Contact

record_voice_over

Penn China Research Symposium

bubble_chart

Penn Wharton China Center