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Grantee: [Grant Number][Grantee Institution]

Report: [Year] Annual Report

Annual Report Cover Sheet

1. PR/Award No.:

2. Program:

[FIPSE Program Name] 

3. Institutional Name & Address:

[Grantee Institution]

[City, State] 

4. Project Title:

5. Project Director / Contact Person:

Name:

Title:

Address:

Phone:

Fax:

Email:

6. Performance Reporting Period:

7. Current Budget Period:

8. Authorized Representative:

Name:

Title:

Phone:

I. Project Description

Project Title:

Abstract:

Online References: [project Web site if available] 

Subject Categories:

Contacts:
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[All project contacts here]

Name:

Title:

Address:

Tel.:

Fax:

E-mail: 

II. Budget Summary

Project Funds Awarded by FIPSE

Expense (1)Current 

Budget (2)Expenditures

(3)Obligations

& Projected

Expenditures (4)Estimated 

Balance
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A. Administrative Costs

1. Salaries $0

2. Benefits $0

3. Travel $0

4. Equipment $0

5. Materials $0

6. Consultants & 

Contracts

$0

7. Other $0

B. Language Stipends 

(EC-U.S., U.S.-Brazil, 

U.S.-Russia projects 

only)

$0

C. Mobility Stipends 

(EC-U.S., U.S.-Brazil, 

North American, U.S.-

Russia projects only)

$0

D. Indirect Costs $0

Total $0 $0 $0 $0

Project Cost Share Totals Provided by Institution (and Partners if applicable)

Expense (1)Current 

Budget (2)Expenditures

(3)Obligations

& Projected

Expenditures (4)Estimated 

Balance

Total Cost 

Share

$0

Budget Narrative:

III. Mobility [To be completed for 84.116J, M, N, or S; not used for 

84.116B]
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Student mobility is one of the key objectives of FIPSE International Consortia Programs. For this 

reason, as the lead US partner, you should work closely with your US and foreign partner 

institutions to verify the number of students who studied abroad, where they studied, the duration 

and cost of their stay, plus the number of students who participated in the program but did not 

study abroad. 

Please enter the totals for U.S. and Brazil student and faculty mobility in the current reporting 

year. Complete all columns and rows. Enter "0" as necessary. Do not leave any cells blank. 

Student mobility from U.S. to [Country]:

U.S. to 

[Country]

[Country Name] 

Lead 

[Institution] 

[Country Name] 

Partner 

[Institution] 

Total U.S. students 

sent

U.S. Lead 

[Institution] 0

U.S. Partner 

[Institution] 0

Total 0 0 0

1. Total number of U.S. students in current year 

2. Total number of U.S. students since the beginning of the project, including 

current year 

3. Average duration of study abroad for U.S. students 

4. Average stipend for U.S. students in US$ 

5. Total number of U.S. students who participated in current year but did not study

in [Country] 

6. Total number of U.S. students who participated since the beginning of the project, 

including current year, but did not study in [Country] 

Student mobility from [Country] to U.S.:

[Country] to U.S.

U.S. Lead 

[Institution] 

U.S. Partner 

[Institution] Total [Country] students sent

[Country] Lead 

[Institution] 0

[Country] Partner 

[Institution] 0

Total 0 0 0

1. Total number of [Country] students in current year 

2. Total number of [Country] students since the beginning of the project, including 

current year 

3. Average duration of study abroad for [Country] students 

4. Average stipend for [Country] students in US$ 

5. Total number of [Country] students who participated in current year but did not 

study in U.S. 
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6. Total number of [Country] students who participated since the beginning of the 

project, including current year, but did not study in U.S. 

Faculty Mobility:

1. Total number of U.S. faculty to [Country] in current year 

2. Total number of U.S. faculty to [Country] since the beginning of the project, 

including current year 

3. Total number of U.S. faculty who participated in current year but did not travel to 

[Country] 

4. Total number of U.S. faculty who participated since the beginning of the project, 

including current year, but did not travel to [Country] 

5. Total number of [Country] faculty to U.S. in current year 

6. Total number of [Country] faculty to U.S. since the beginning of the project, 

including current year 

7. Total number of [Country] faculty who participated in current year but did not 

travel to U.S. 

8. Total number of [Country] faculty who participated since the beginning of the 

project, including current year, but did not travel to U.S. 

IV (a). Performance Information [To be completed for 84.116J, M, N, 

or S only; not used for 84.116B]

In your report narrative, please make sure you answer all of the following questions.If 

any questions do not apply to your project, enter “N/A” for text answers and "0" for 

numeric answers. In each text box, leave a space between paragraphs.

1a Were there any institutional or key personnel changes that occurred in the past year?

( ) Yes

( ) No

1b If you answered "Yes" to question 1a, please explain:

2. By the end of the first year the consortium is required to submit to the separate 

funding authorities copies of formal agreements signed by all partner institutions with 
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respect to (a) academic credit transfer and recognition, and (b) student tuition and 

fees. Please indicate whether or not these agreements have been sent to your program 

officer by checking the appropriate box:

(a) Academic credit transfer and recognition

( ) Yes ( ) No (please explain)

(b) Student tuition and fees

( ) Yes ( ) No (please explain)

3. As stated in the application guidelines, all consortia must develop written plans in 

important administrative areas. In your report, briefly describe what progress has 

been made on each of the following areas:

3a Financial commitment to the project. Describe how the implementation of your 

project has been supported by all institutions involved in the project (including 

faculty, staff and administrators). What plans are in place at this point to ensure 

financial sustainability beyond the federal grant period?

3b Student recruitment and selection. What progress has been made in the area of 

student recruitment? How are students being selected for study abroad? What is the 

level of interest in the program (approximate number of inquiries, number of 

applicants to the program)?

3c Student language preparation. Explain how you have integrated language learning 

into your project. How are students being prepared to function in a foreign language? 

What assessments are being used to judge the level of proficiency in the language of 

the host country? How do you intend to measure progress in language learning after 

students finish your program?
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3d Faculty and curricular development. What progress has been made in developing 

the curriculum for your consortium? What setbacks or hurdles have you experienced? 

What new courses or programs have been planned as a result of this grant?

4. Please describe briefly progress you have made in developing your evaluation plan. 

Have you started to collect evaluation data?

5. Discuss the reason for any setbacks or hurdles your consortium has experienced.

6. Please explain how your project is improving the quality of teaching and student 

learning.

7 Did you include a separate evaluation report for this project year?

( ) Yes

( ) No

8 If you answered "No", please explain when you expect to submit this document.

9 How many institutions or organizations were involved at the beginning of the project, 

including the grantee?

Total: 

10 Have any additional institutions or organizations become involved in the project 
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since the beginning of the grant?

( ) Yes

( ) No

If you answered "No" to question 10, please go to question 12.

11 How many additional institutions or organizations have become involved in the 

project since the beginning of the grant?

Additional number: 

12 Have any institutions expressed interest in materials or other results of the project?

( ) Yes

( ) No

If you answered "No" to question 12, please go to question 14.

13 How many institutions or organizations have expressed interest in materials or other 

results of the project?

Total: 

14 Did your project receive or involve any of the following since the beginning of the 

grant? (check all that apply)

( ) On-going costs included in operating budget

( ) New courses officially approved (but not yet described in catalog)

( ) New programs officially approved (but not yet described in catalog)

( ) New courses described in institutional catalog

( ) New programs described in institutional catalog

( ) Changes in curriculum

( ) Changes in the approaches to teaching

( ) Changes in written institutional policies or procedures

( ) New courses offered for credit

( ) Additional faculty FTE added to operating budget through non-FIPSE funds

( ) Additional staff FTE added to operating budget through non-FIPSE funds

( ) Not applicable

( ) Other (Please write in other)

15 Has your project received any additional funding (external or internal) since the 

beginning of the project?
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( ) Yes

( ) No

If you answered "No" to question 15, please go to question 17.

16 What kind of additional funding has it received? (check all that apply)

( ) Additional in-kind contribution

( ) Additional institutional funding

( ) Additional federal funding

( ) Additional state funding

( ) Additional funding from for-profit firm

( ) Additional funding from private foundation

( ) Other (Please write in other)

17 Has your project received any press coverage since the beginning of the project?

( ) Yes

( ) No

If you answered "No" to question 17, please go to question 19.

18 Please indicate the kind of press coverage your project has received. (check all that 

apply)

( ) International media coverage

( ) National media coverage

( ) Local media coverage

( ) Institutional/organizational publication

( ) National association or trade association publication

( ) Other

19 Has your project received any awards since the beginning of the grant?

( ) Yes

( ) No

If you answered "No" to question 19, please go to question 21.

20 Please write in the name, date, source, and, if applicable, the amount of each award.
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21 Please list the kinds of activities, products, and resources resulting from your project 

since the beginning of the grant. (check all that apply)

( ) Project-based conferences or symposia

( ) Conference presentations

( ) Course modules

( ) Project-specific Web site

( ) Textbooks

( ) Software programs

( ) Conference proceedings

( ) Books

( ) Video materials

( ) Guides and handbooks

( ) Printed course materials

( ) Web-based course materials

( ) Technical reports

( ) Journal articles

( ) CD-ROMs/DVDs

( ) Other (Please write in other)

22 Please rate the quality of FIPSE's service to you and other project staff. (telephone 

discussions, e-mails, advising on technical and financial issues, evaluation, Web 

resources)

( ) Superior

( ) Very satisfactory

( ) About average

( ) Somewhat unsatisfactory

( ) Very poor

23 Please rate your satisfaction with the FIPSE Project Directors' Meeting in helping 

you and your staff.

( ) Superior

( ) Very satisfactory

( ) About average

( ) Somewhat unsatisfactory

( ) Very poor

( ) Was unable to attend this year

24 Please comment on the helpfulness of FIPSE's service.
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IV (b). Performance Information [To be completed for 

84.116B only]

Please make sure you answer all of the following items, indicating the selected 

project results. These data will allow FIPSE to evaluate the Comprehensive 

Program, looking across many diverse projects. Please note that your project 

evaluation will also include project-specific measures of success. Those projectspecific measures should be discussed in the Performance Narrative section of your 

Annual Performance Report.

If any questions do not apply to your project, enter “N/A” for text answers and "0" 

for numeric answers. In each text box, leave a space between paragraphs.

1a Did you include a separate evaluation report for this project year? (Note: first 

year projects should attach evaluation plan)

Yes

No

1b If you answered "No", please explain when you expect to submit this 

document.

2a Was there a change in the project director this year?

Yes

No

2b If you answered "Yes" to question 2a, please write in the name and phone 

number of the new project director.
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3a Is one of the stated objectives of your project to increase access to an 

institution, program, field, or discipline?

Yes

No

3b Whether it is a stated objective or not, has your project resulted in increased 

access to an institution, program, field, or discipline?

Yes

No

Too soon to say (annual reports only)

Not sure

If you answered "No" to question 3b, please go to question 4a.

3c Has increased access to an institution, program, field, or discipline become a 

sustained activity at the end of the grant?

Yes

No

Too soon to say (annual reports only)

Not sure

4a Is one of the stated objectives of your project to increase student retention in 

an institution, program, field, or discipline?

Yes
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No

4b Whether it is a stated objective or not, has your project resulted in increased 

student retention in an institution, program, field, or discipline?

Yes

No

Too soon to say (annual reports only)

Not sure

If you answered "No" to question 4b, please go to question 5a.

4c Has increased student retention in an institution, program, field, or discipline 

become a sustained activity at the end of the grant?

Yes

No

Too soon to say (annual reports only)

Not sure

5a Is one of the stated objectives of your project to control costs of, or produce 

cost savings in, higher education?

Yes

No

5b Whether it is a stated objective or not, has your project resulted in cost control 

or cost savings in any way?

Yes

No

Too soon to say (annual reports only)

Not sure
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If you answered "No" to question 5b, please go to question 6a.

5c Please provide examples of the cost control or cost savings brought about by 

your project:

5d Has cost control or cost savings become a sustained activity at the end of the 

grant?

Yes

No

Too soon to say (annual reports only)

Not sure

6a Is one of the stated objectives of your project to train faculty or staff?

Yes

No

6b Whether it is a stated objective or not, has your project trained faculty or staff?

Yes

No

Too soon to say (annual reports only)

Not sure

If you answered "No" to question 6b, please go to question 7a.
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6c If you answered "Yes" to question 6b, has faculty or staff training become a 

sustained activity at the end of the grant?

Yes

No

Too soon to say (annual reports only)

Not sure

7a Is one of the stated objectives of your project to improve student learning?

Yes

No

7b Whether it is a stated objective or not, has your project improved student 

learning?

Yes

No

Too soon to say (annual reports only)

Not sure

If you answered "No" to question 7b, please go to question 8a.

7c Briefly explain how your project improved student learning and how you

measured this improvement:

7d Have the activities in your project that improve student learning become 

sustained at the end of the grant?
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Yes

No

Too soon to say (annual reports only)

Not sure

8a Has your project involved the implementation of an innovative practice in 

postsecondary education?

Yes

No

If you answered "No" to question 8a, please go to question 9.

8b Briefly describe the innovation:

8c Will this innovative practice be sustained at the end of the grant?

Yes

No

Too soon to say (annual reports only)

Not sure

8d Have any other institutions or organizations expressed interest in using this 

innovative practice?

Yes

No
17

Too soon to say (annual reports only)

Not sure

If you answered "No" to question 8d, please go to question 9.

8e How many institutions expressed interest in using this innovative practice 

since the beginning of the grant?

Total:

8f Has the innovation been used at a site (campus or organization) other than at 

the grantee organization?

Yes

No

Too soon to say (annual reports only)

Not sure

If you answered "No" to question 8f, please go to question 9.

8g How many institutions or organizations have used this innovation since the 

beginning of the grant?

Total:

9 How many institutions or organizations were involved at the beginning of the 

project, including the grantee?

Total:

10a Have any additional institutions or organizations become involved in the 

project since the beginning of the grant?

Yes
18

No

If you answered "No" to question 10a, please go to question 11a.

10b How many additional institutions have become involved in the project since 

the beginning of the grant?

Additional number:

11a Have any institutions or organizations expressed interest in materials or other 

results of the project?

Yes

No

If you answered "No" to question 11a, please go to question 12.

11b How many institutions or organizations expressed interest in materials or 

other results of the project?

Total:

12 Did your project receive or involve any of the following since the beginning 

of the grant? (check all that apply)

On-going costs included in operating budget

New courses officially approved (but not yet described in catalog)

New programs officially approved (but not yet described in catalog)

New courses described in institutional catalog

New programs described in institutional catalog

Changes in curriculum

Changes in the approaches to teaching

Changes in written institutional policies or procedures

New courses offered for credit
19

Additional faculty FTE added to operating budget through non-FIPSE 

funds

Additional staff FTE added to operating budget through non-FIPSE funds

Not applicable

Other (Please write in other)

13a Has your project received any additional funding (external or internal) since 

the beginning of the project?

Yes

No

If you answered "No" to question 13a, please go to question 14a.

13b What kind of additional funding has it received? (check all that apply)

Additional in-kind contribution

Additional institutional funding

Additional federal funding

Additional state funding

Additional funding from for-profit firm

Additional funding from private foundation

Other (Please write in other)

14a Has your project received any press coverage since the beginning of the 

project?

Yes

No

If you answered "No" to question 14a, please go to question 15a.

14b Please indicate the kind of press coverage your project has received. (check all 
20

that apply)

International media coverage

National media coverage

Local media coverage

Institutional/organizational publication

National association or trade association publication

Other

15a Has your project won any awards since the beginning of the grant?

Yes

No

If you answered "No" to question 15a, please go to question 16.

15b Please write in the name, date, source, and, if applicable, the amount of each 

award.

16 Please list the kinds of activities, products, and resources resulting from your 

project since the beginning of the grant. (Check all that apply)

Project-based conferences or symposia

Conference presentations

Course modules

Project-specific Web site

Textbooks

Software programs
21

Conference proceedings

Books

Video materials

Guides and handbooks

Printed course materials

Web-based course materials

Technical reports

Journal articles

CD-ROMs/DVDs

Other (Please write in other)

17 Please rate the quality of FIPSE's service to you and other project staff.

(telephone discussions, e-mails, advising on technical and financial issues, 

evaluation, Web resources)

Superior

Very satisfactory

About average

Somewhat unsatisfactory

Very poor

18 Please rate your satisfaction with the FIPSE Project Directors' Meeting in 

helping you and your staff. (Check all that apply)

Superior

Very satisfactory

About average

Somewhat unsatisfactory

Very poor

Was unable to attend this year
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19 Please comment on the helpfulness of FIPSE's service.

Form Completed (must be checked in order to submit report) 

Save Performance Information

V. Performance Narrative.

[attachments in Word, Excel, or PDF]

INSTRUCTIONS FOR COMPLETING SELECTED PRECEDING 

SECTIONS OF THE REPORT:

Report Checklist

Grantee: [Grant Number][Institution]

Report: [Year] Annual Report

indicates completed sections - all sections must be checked before the report can be 

submitted. 

Section Status Update Preview

Project Description Update

Budget Summary Update

Student and Faculty Mobility Data Update

Performance Information Update

Performance Narrative Update Preview

Submit Complete Report n/a n/a 

Preview Report
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84.116B grantees: Recipients of discretionary grants must submit an Annual 

Performance Report that demonstrates that substantial progress has been made toward 

meeting the objectives of the project. These instructions have been designed so that the 

Annual Performance Report will provide FIPSE with the information it needs to 

determine whether recipients have made such progress, including progress related to 

purposes specific to the Comprehensive Program (e.g., sharing lessons learned about 

innovation with the larger postsecondary community).

84.116J, M, N, and S grantees: As the U.S. lead partner for your FIPSE international 

consortium, you are required to submit to FIPSE an Annual Performance Report which 

discusses progress on project goals, administrative requirements, curricular development, 

student mobility, and project expenditures. Governments of the collaborating countries 

also require annual performance reports and their guidelines are similar to FIPSE's 

guidelines. In replying to this annual performance report, you should work closely with 

your U.S. and host country partners in order to increase the accuracy of reporting.

Please complete the following sections of the Annual Performance Report:

1. Project Description. As part of your Annual Performance Report, you must update your 

database description to include this year's activities and accomplishments. The updated 

description will be used on our Web site. 

2. Budget Summary. Please complete the Annual Budget Summary as part of your Annual 

Performance Report. Please provide a short narrative to support the budget report, 

indicating whether expenditures are being made as planned. If you are not expending 

funds at the rate expected, explain why. Identify changes to your budget resulting from 

modifications of project activities described above. If you expect to have unexpended 

funds at the end of the current budget period, please explain in the Comments section and 

provide an estimate of the amount. Unless notified, the balance of unexpended funds will 

be carried forward into the next budget period. 

3. Student & Faculty Mobility Data. [84.116J, M, N, and S only] Please complete the 

Student and Faculty Mobility data as part of your Annual Performance Report. 

4. Performance Information. Please respond to all of the items. 84.116J, M, N, and S only: 

As the lead US partner you must provide a report narrative detailing changes in grant 

administration, financial commitment, curriculum development, language study, and 

student recruitment. 

5. Performance Narrative. Please provide a report narrative detailing the activities, 

successes, and difficulties that your project experienced during the past year. Upload 

your essay and electronic copies of important materials and resources developed during 

the time of the project, including evaluation reports, course outlines, books, media 

materials, and other significant products. 

6. Cover Sheet. After you have completed the first required four sections of the report, you 

will be able to submit your information to FIPSE. When you click on the "Submit 

Report" button, a cover sheet will be generated automatically for your review, based on 

the information you provided. 
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I. Project Description

Grantee: [Grant Number][Grantee Institution]

Report: [Year here] Annual Report

Update Project Abstract

Enter your project title and a brief abstract in the form provided below. You may copy and paste 

your abstract using a word processor or text editor, or you may type in your abstract manually.

Regardless of the method you choose, your abstract should follow these guidelines:

 Each time you update your abstract, remember to discuss all major work tasks completed 

to date as well as current and future activities to be performed during the project period. 

In this way, successive updates of your abstract over time will increasingly be stated in 

the past tense. The final abstract written in conjunction with your final report will be 

worded almost entirely in the past tense. 

 Your abstract should contain three to five paragraphs but be fewer than 4,000 characters 

in length. 

 Leave two spaces between sentences and one line break between paragraphs. 

 Do not use bold, italic, underlining, or any other character formatting. 

 Do not use tabs or indentation. 

 Do not use free-standing headers. Instead, begin the first line of the paragraph with a 

header, if necessary. For example, "Awards and Honors: The project director ..." or 

"Wanted: Volunteers to help pilot ..." 

 Put acronyms in parentheses after the full name of a program or organization when first 

mentioned. Then use the acronym from that point forward. Example: "Developing New 

Leaders (DNL)." Do not use: "DNL (Developing New Leaders)." This also applies to 

project titles. 

 For consortia or group projects, use the first paragraph to list each partner institution or 

organization (not units within each) and its state location, excluding the grantee 

institution and separating each partner with a semicolon. For example, if the grantee is 

Portland Community College, the first paragraph would be formatted like this: "Partners: 

Prince George's Community College (Maryland); American University (District of 

Columbia)." 

 If applicable, conclude your abstract with a final paragraph leading off with the following 

words: "Awards and Honors: ...." Be sure to include the name and date of the award and 

the name of the awarding organization. 

Grant Number

Project Title
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Abstract

Save

Performance Narrative

Grantee: 

Report: [Year Here] Annual Report

Instructions

The main purpose of the Annual Performance Report is to summarize and describe the progress 

of your project for the current reporting period. In a narrative of no more than 10 pages, relate 

the activities, successes, and difficulties that your project experienced during the past year. 

Please use double-spacing.

Upload your essay and electronic copies of important materials and resources developed during 

the time of the project, including evaluation reports, course outlines, books, media materials, 

and other significant products. Upload the document(s) by clicking on the "Upload" button at 

the bottom of this screen.

Components of Your Essay

Please integrate into your essay a discussion of each of the following issues: 

1. Report your progress in accomplishing the objectives of the project. For each project 

objective, describe project activities and outcomes since the submission of the last 

performance report or (if you are currently in the first budget period) since the start of 

the project. Include quantifiable data in your narrative when available. Discuss the 

reasons for any setbacks or hurdles you have experienced and describe significant 

changes that occurred this year (e.g., changes in project leadership, staffing patterns, 

strategies, activities). 

2. Discuss any significant changes proposed for the coming year. Why are changes 

necessary? Have you experienced delays? 

3. 84.116B only: Discuss how your project is improving the quality of teaching and 
26

learning within your institution. 

4. 84.116B only: Describe how your project is making an impact on educational practice 

in other institutions. Please describe the evidence of impact: adaptation or adoption by 

other institutions or organizations; adaptation or adoption by other units (programs or 

departments) on the campus of the original reform project; growth of the original 

project, resulting in enlarged scale. To what extent and by what means are materials and 

practices developed in your project being disseminated to others? 

5. How is your evaluation proceeding? What specific measurements are you developing 

and using to determine the progress of your project? How often do you collect 

evaluation data on your project? Are you experiencing any difficulties gathering data on 

your objectives? Are than any changes or delays from your original evaluation plan? 

6. FIPSE is evaluated on the extent to which its individual projects are institutionalized 

and sustained after federal funding ends. Please discuss in detail how your project will 

be sustained over the long term.

Upload Performance Narrative

Done