The resources below are provided to PCORI contract recipients as required by the terms and conditions of their PCORI-funded research contract. The resources are applicable to the various funding cycles and include links to reporting platforms and templates that will be used to report administrative and financial updates regarding the status of PCORI-funded projects. This reporting allows PCORI to successfully monitor the performance of the funded projects to ensure adherence to deliverables, milestones, and other requirements described in your PCORI-funded research contract.
For a full listing of all closed PCORI Funding Announcements (PFAs), click here.
PCORI uses the following resources and templates to successfully monitor the performance of the funded projects to ensure PCORI funded recipients adhere to deliverables, milestones, and other requirements described in their research contracts.
Interim and Final Progress Reporting
Starting January 2017, all PCORI progress reports must be submitted within the new PCORI Online portal. The new online portal offers an enhanced platform for awardees to manage their PCORI-funded projects (e.g., the ability to upload and store documents) and provides more efficient means to collaborate with PCORI staff. The documents below were provided as part of a series of training sessions giving awardees information regarding what each required report submission may entail:
- Appendix A: Interim Progress Report *
- Monthly Reporting Template for PCS, Targeted, and Selected Other PCORI-Funded Studies
- Appendix B: Final Progress Report
* This document was updated on February 24, 2016
Other Contract Compliance Resources
- Appendix C: Expenditure Report Template
- Appendix D: Notification for Public Acceptance
- Sample Invoice Template
- Standard Contract for Funded Research Projects
- Cost Principles: Description of Allowable Direct Costs under a PCORI Award
PCORI Online Resources
- PCORI Online Post-Award Training FAQs
- Invoice Training Archived Webinar Presentation (March 2017)
- PCORI Online Training Archived Webinar Presentation (September 2016)
- PCORI Online Training Presentation Slides
- PCORI Online User Access Cheat Sheet
- PCORI Online Submitting Invoices User Guide
- Research Awards User Guide
- Research Awards Cheat Sheet - Project Management
- Includes instructions for accessing your project and creating your account
- Research Awards Cheat Sheet - Progress Reporting
- Submit Draft Final Research Report for Peer Review
- PCORI Online Post-Award AO Cheat Sheet
- Engagement Awards User Guide
- Engagement Awards Cheat Sheet - Progress Reporting
- Engagement Awards Cheat Sheet - Project Management
Guidelines for Use of PCORI Names and Logos
This document provides guidance and other related guidelines for proper usage of PCORI's names and logos.
Guidelines for Use of PCORnet Name and Logos
This document provides guidance and other related guidelines for proper usage of PCORnet’s name and logos.
Publication in the scientific literature represents a critical and often early step in the dissemination of research findings. This PCORI policy assures broad access to these findings, improving the quality of information available to support decisions about health and health care as consistent with PCORI’s mandate. Under this policy, Awardees may request funds to cover the public access fees that journals charge. PCORI also directs Awardees to deposit their accepted manuscripts in PubMed Central.
- Instructions for Awardees to Request PCORI Payment of Public Access Fees for Journal Articles
- Instructions for Awardees for Depositing Manuscripts in PubMed Central Following Acceptance – forthcoming
- Public Access to Journal Articles Presenting Findings from PCORI-Funded Research - Policy
Peer Review of Research Studies
By law, all PCORI-funded primary research must undergo peer review and all results must be made available to the public. To comply with the law, PCORI developed a process for peer-reviewing our primary research and making research findings publicly available in a form and format useful to patients, clinicians, and others.
Find out more about the Peer Review process.
Draft Final Research Report - Tips for Awardees
Please remember that the Draft Final Research Report should be a detailed report of all work completed as part of the PCORI-funded contract. The report should
- Include a detailed discussion of the study’s adherence to the PCORI’s methodology standards
- Describe in detail how the researchers engaged patients and stakeholders in the development, execution, and interpretation of the study
- Include the study protocol as an appendix
- Incorporate all study aims, methods, and results that were planned and executed
- Include the statistical analyses and results, even if inconclusive, for all analyses planned in the study protocol
- Present a complete list of study limitations to put study results in appropriate context
- Draft Final Research Report: Instructions for Awardees
- Step-by-Step Instructions for Awardees: Peer Review of Draft Final Research Report
- Instructions for PCORI Online: How to Submit the Draft Final Research Report
- Ancillary Information Conflicts of Interest Disclosure Form Relating to PCORI-Funded Research Project
Reporting of Research Results to Study Participants and Partners
As part of our commitment to the patients and other stakeholders who contribute to our research projects, we believe that these participants and partners should be directly informed about the results. We ask that awardee institutions make "every reasonable effort" to ensure that study participants and partners receive the abstract the PCOR Translation Center prepares summarizing a study’s results in an accessible style.
- Return of Results to Study Participants - Background
- Return of Results as Addressed in PCORI's Process for Peer Review of Primary Research and Public Release of Findings
PCORI Policy on Data and Safety Monitoring Plans for PCORI-Funded Research
This Policy outlines the requirements of the Patient-Centered Outcomes Research Institute (PCORI) for data and safety monitoring related to research funded by PCORI.
Training: Managing PCORI Research Contracts
This training course provides an introduction to managing research contracts with PCORI, explains the objectives and processes of monitoring and reporting on PCORI-funded projects, and discusses the closeout process for PCORI contracts.
Obesity Treatment Options Set in Primary Care for Underserved Populations
Eugene Washington PCORI Engagement Awards
- Application Guidelines: Engagement Award (Knowledge, Training and Development, and Dissemination Awards)
- Application Guidelines: Engagement Award (EAIN Research Meeting and Conference Support)
- Interim Narrative Report Template
- Final Narrative Report Template
- Standard Agreement for Funded Engagement Award Projects
- Engagement Award for Meeting and Conference Support Lay Conference Summary Template
Posted: December 2013; Updated: April 21, 2017