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ATTACHMENT J-7 – REPORTING & DELIVERABLES
J‑7 REPORTING & DELIVERABLES
J‑7.1 Purpose and Scope This attachment defines the allowable reporting and deliverables framework for execution of this Partnership Intermediary Agreement (PIA). The deliverables identified herein are execution artifacts only and are intended to implement, document, and evidence performance against the approved Statements of Objectives (SOOs), which remain the governing scope documents.
This attachment is structured to provide transparency and predictability for offerors, support disciplined program execution and portfolio oversight, enable traceability between activities performed and costs incurred, and ensure program and financial management reporting.
J‑7.2 Reporting and Project Plan Alignment All reporting and deliverables under this attachment shall align to approved Project Plans and Government‑directed activities. Reports and data submissions provide the primary mechanism by which the Government can verify program and financial management.
Reporting supports a clear nexus between expenditures, approved Project Plans, and executed activities. Financial reporting shall identify actual and projected expenditures, explain variances, and demonstrate that costs directly support authorized objectives.
Nothing in this attachment authorizes costs or activities outside those expressly approved by the Government.
J‑7.3 Deliverables Catalog
| ID |
| Deliverable |
| Description |
| Frequency |
| Format |
| D‑1 |
| Monthly Program, Financial & Activity Report (MPFAR) |
| Monthly consolidated report capturing program and project execution status, partnership activity, financial performance aligned to approved Project Plans, ACRNs, projected versus actual expenditures, risks, issues, and upcoming activities. |
| Monthly |
| PDF + Data Tables |
| D‑2 |
| Monthly Tech Transition, Tech Transfer & IP Report (MT3‑IP) |
| Monthly capture of technology transition and transfer activities, IP identification and status, opportunity development, studies or analytics, SBIR/STTR activity, and cross‑agency or cross‑PIA transition actions. |
| Monthly |
| Report + Data Tables |
| D‑3 |
| Monthly Impact, Analytics & Success Stories Package (M‑IASS) |
| Integrated analytics activity summary, Headquarters metrics inputs, success stories, and post‑event, project, forum, and program summaries with documented impacts. |
| Monthly |
| Report + Data Tables |
| D‑4 |
| STEM & Workforce Development Activity Summary |
| Reporting on STEM and workforce development activities, curriculum, training, events, participation metrics, impact and alignment to sponsor priorities. |
| Monthly |
| Report |
| D‑5 |
| Inventory Report (Government Purchased & Furnished Property) |
| Itemized inventory of all Government purchased and furnished property including location and condition; no dollar threshold applies. |
| Monthly |
| Inventory Table |
| D‑6 |
| Security & Attendee Documentation |
| Event‑specific attendee lists and required security documentation for in‑person and virtual engagements, including affiliation and demographic categorization. |
| As Required |
| Appendix / Data File |
| D‑7 |
| Quarterly PIA Progress Report |
| Quarterly synthesis of execution, financial performance, partnership activity, analytics, and transition and transfer outcomes. |
| Quarterly |
| Report |
| D‑8 |
| Program Management Reviews (PMRs) |
| Executive‑level briefings summarizing PIA execution, impacts, metrics, risks, and priorities. |
| Bi‑Annual |
| Briefing Deck |
| D‑9 |
| Roadshows, Briefings & Program Presentations |
| Sponsor‑ and stakeholder‑facing presentations highlighting project, program, and portfolio activities and impacts. |
| As Required |
| Briefing Deck |
| D‑10 |
| T3 One‑Pager |
| Concise, continuously updated one‑page summary of technology transition or transfer efforts, partners, status, outcomes, and next steps. |
| Maintained Monthly |
| One‑Page Report |
J‑7.4 Illustrative Deliverables Activation Matrix The matrix below is illustrative and provided for contextual understanding. Actual deliverables and frequencies are determined by Government direction.
| PIA / CPO Focus Area |
| Common Deliverables |
| Program Execution & Partnership Development |
| D‑1, D‑3, D‑7 |
| Technology Transition / Technology Transfer |
| D‑1, D‑2, D‑3, D‑10 |
| STEM & Workforce Development |
| D‑1, D‑4, D‑3 |
| Analytics & Studies |
| D‑1, D‑2, D‑3 |
| Asset‑Intensive Activities |
| D‑1, D‑5, D‑6 |
| Portfolio‑Level Oversight |
| D‑1, D‑3, D‑7, D‑8 |
