Post-Approval Management

Upon approval of a project for support by CRDF, the Foundation’s goal is to complete the award process as quickly as possible to facilitate getting the project up and running.  Timely communication and responsiveness to requests for revisions to project scope and/or budget will enhance the completion of the award process.

Research Agreement Terms

Communication and close collaboration with the Foundation staff is encouraged to quickly develop and commercialize promising disease interventions. Communication to [email protected] is the most efficient mechanism to initiate this conversation.

Intellectual Property (IP) resulting from research will be the property of the individual, institution, or corporation receiving the award. However, the Foundation will participate in licensing decisions and/or be granted non-exclusive rights to that IP for use in the Florida market. The Foundation must be notified in advance if formal lP protection will be sought. Awardees seeking to commercialize intellectual property will greatly benefit from a development partnership with CRDF. Applicants are responsible for compliance with all applicable government regulations and permits during performance of their research.

Reporting Requirements

Project progress will be made available to the broader research community through the website at citrusrdf.org. All projects supported by CRDF that have  been under way for two months are required to submit a progress report at the end of each calendar quarter during the life of the project and a final report that summarizes the entire project accomplishment, all of which are outlined below.

Any questions on reporting requirements should be emailed to [email protected].

QUARTERLY REPORTING

MARCH, JUNE, SEPTEMBER

Single-page quarterly updates must be submitted 15 days after the first three calendar quarters, due on April 15, July 15, and October 15 of each year of the project, and should summarize progress in the preceding 3-month calendar period.

The Progress Report (2017) pdf form should be used to submit the first three calendar quarter Progress Reports and abstract Final Report.

All fields of the pdf file should be completed and the file saved with your project number, PI name and reporting period, i.e. 999-smith-Dec2016.pdf  and emailed to [email protected]. (The ‘submit report’ button at the bottom does not function.)

Since these pdf reports on research projects will be included in the Progress Report Search function at citrusrdf.org and proprietary information and intellectual property should not be included.

All previously submitted Progress Reports can be accessed at the following link:   Progress Report Search

DECEMBER – ANNUAL REPORT

A December 31st Annual Report is replacing the single-page quarterly report for December, due January 15th, and will not be posted to the public web page.

Most agree that the quarterly report format captures at the highest level progress against objectives for research projects.  This is most important to CRDF committees, the board, and growers who are anxious to learn what is happening in the research.  However, it is insufficient in providing detailed scientific progress for use in the annual evaluation of progress, continuation of projects, and to identify milestones that warrant further investment as a project nears its end.

Each year, CRDF conducts a portfolio review with project managers as well as our Scientific Advisory Board (SAB), and we are implementing a substitute annual report for the quarterly report that is due January 15.  While this may not be an anniversary report for your project, the collection of more detailed technical progress in place of the general audience report at this time of the year will greatly aid in our assessments and will keep your projects communicated to all interested parties.

Please use the format that has been established for the comprehensive final report, reporting on progress by objective for the year (or partial) being covered by the report.  The report should include the following elements:

  • PI, Title of Project, and Duration (start and end dates)
  • Project Objectives
  • Major accomplishments per objective
  • Major shortcomings, unfinished business
  • Opportunities going forward
  • Publications from this project

December Annual Reports should be emailed to [email protected].

FINAL REPORTING

In addition to the final report abstract submitted on the quarterly pdf report form for inclusion in the Progress Report Search function, at the close of the project a more detailed Comprehensive Final Report is due 30 days after the project end date. Awardees should detail progress towards stated milestones, including a summary of the relevant intellectual property, data sharing with the scientific community, and next steps toward field applications.

The Comprehensive Final Report should include the following elements:

  • PI, Title of Project, and Duration (start and end dates)
  • Project Objectives
  • Major accomplishments per objective
  • Major shortcomings, unfinished business
  • Opportunities going forward
  • Publications from this project

The Comprehensive Final Report has no page limits and constitutes the last deliverable of the project from the PI that will allow completion of the contract and final payment.  The report will be used to evaluate accomplishment of the CRDF program goals and to evaluate the opportunity for follow-on research resulting from the project just completed.

Comprehensive Final Reports should be submitted to CRDF by email to [email protected].

 


BUDGET AND SCOPE REVISIONS DURING THE LIFE OF A PROJECT

Only when a recommendation for change to scope or budget has been made will CATP awardees have to submit revised budgets, either at the beginning of the award, or at the anniversary dates of the award if warranted and requested by the Program Manager. In addition, investigators may request a revision to their budget by using this process. A revised Budget Narrative is required to describe changes to the budget or scope of work. For these revisions, the CB-11 form may be used and should be completed in the same manner as in the original proposal.

  • Changes to scope and objectives can be described in the abstract section of page one of this form. Similarly, change in duration of the project (eg. from 3 years to 2) can be identified in the cell for project duration.
  • Changes to budget can be communicated by completing the budget form for each year of the project, leaving original values as submitted where the budget is unchanged.
  • A revised budget narrative can be included in the abstract field on page one of the CB-11, or if space is limited, a word file can be attached.

Please send all revision documents to [email protected].

REQUEST FOR A NO-COST EXTENSION OF A CURRENTLY FUNDED CRDF PROJECT

The opportunity exists to apply for a one-time no-cost extension occurs when a contract period is near its end and the objectives of the project have not yet been completed.  This may be due to unavoidable delays in starting the project, unforeseen complications of the project conduct, or circumstances that would lead to beneficial continuation of the project past its approved end date.  A no-cost extension may be approved by CRDF, allowing the PI and institution to extend the funding period during which the project can be completed.  Typically a no-cost extension will not be approved for more than 6 months, and those applying should indicate the time period of the extension that they are requesting.  No-cost extensions will not be automatically approved, but considered in the context of what is best to meet project goals and will only be considered for projects which are current with progress reporting and invoicing, and has not yet reached its termination date.  Starting with the CATP11 project funding, no-cost extensions will not be available to bridge between years of the project (e.g., between years 1 and 2).

The No-Cost Extension form can be downloaded from the forms menu on the Apply For Funding page. Complete only the first page with your project specifications, giving your reason for the extension request and the requested extension length. Email your completed No-Cost Extension request to [email protected]. Once approved, an Amendment will be sent to your institution granting the extension.

1.  Submit NCE requests prior to 30 days from the end date of the project.

2.  An NCE will not be considered if submitted after the end date of the project.

3.  Consideration of approval of a NCE will include the timeliness of progress reports, unspent budget balance over project life and the expressed goal of the NCE.