Penn China Research and Engagement Fund

Reporting Requirements (CREF)

Instructions

Applicants will be required to submit narrative and expenditure reports on a semi-annual basis. Reports will be due on the following days, unless otherwise noted:

  • January 31

  • July 15

All narrative and expenditure reports must be submitted at the same time electronically via email to global@upenn.edu. Please note that if a semi-annual report is not submitted, the Principal Investigator will jeapordize his/her likelihood for continued funding.

All awardees must complete the narrative report template. A fully-completed form should be at the front of the report.  The form is inclusive of the following elements:

  • Project Information

  • Collaborations

  • Summary of the Project (Key Objectives and Deliverables Achieved)

  • Assessment of Impact

  • Activities in the Penn Wharton China Center

  • Timeline of Activities for the Upcoming Reporting Period

  • Challenges and Feedback

Semi-annually the School/Center should supply an Excel financial status report together with the program narrative to Penn Global. This report should include the following

  1. Spending to date compared to budget with the same line item detail as was included in the approved budget. For awards with expenses on a grant fund, include the following three columns to arrive at total spending to date

    •  Spending to date per the award account on the 000014 Fund (26-digit account string as discussed above),

    •  Spending to date on the grant fund (should agree to total in Program Code CN20 for the grant), and

    •  Total spending to date (sum of above two columns). This total column is the one that should be used to compare budget versus actual.

  2. Any unforeseen issues related to project completion within budget.

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Participation in the Annual Penn China Research Symposium

At the end of the one-year term, even if the project itself has not concluded, Penn Global may request that the Principal Investigator share his or her project with the University community at a Penn China Research Symposium. Representatives from Penn Global will follow up with each Principal Investigator to provide additional details regarding this event.

Learn More

General Fund Information

Learn more about the Penn China Research and Engagement Fund and meet past recipients. 

Learn More

Fund Management

Frequently Asked Questions

Points of Contact

Have questions? 

Contact Information

Penn China Research Symposium

Penn Wharton China Center

General Fund Information

Learn more about the Penn China Research and Engagement Fund and meet past recipients. 

Learn More

Fund Management

Frequently Asked Questions

Points of Contact

Have questions? 

Contact Information

Penn China Research Symposium

Penn Wharton China Center