1. Shared Facility Name
Director’s Name

2. Shared Facility Overview
Provide an overview/background on the Shared Facility. For example:
Mission
Location - building(s) and room(s)
Year of establishment
Staff
Management structure

3. Use Fee(s)
Provide information on the use fee(s) in the Shared Facility. For example:
List of equipment and use fee amount
Use fee history
Use fee totals by year

4. Shared Facility Use
Provide information on the use/users of the Shared Facility. For example:
Equipment use, such as samples analyzed, hours used, etc. Broken down by the following:
External
Internal
Departments
Number of faculty/staff
Number of undergrad and graduate students
Projects supported

5. Staff
Provide information on how the Shared Facility staff is/are supported. For example:
Staff name - source of funding

6. Supported Research
Provide information on research that was supported by the Shared Facility. For example:
Who does the Shared Facility support on campus
Type of users (internal and external)
Funding source (internal grants/startups, external grants, contracts, shared facility grants)

7. Scholarly Activities
Provide information on any other scholarly activities supported by the Shared Facility. For example:
Teaching
Outreach
Data management
Pre/post award support
Etc.

8. Outcomes
Provide information on any outcomes from the Shared Facility use
Publications
Thesis/dissertations
Undergraduate and graduate classes that have benefited

9. Equipment Maintenance
Provide information on any equipment that required maintenance/repairs. For example:
Type of equipment and maintenance/repair cost.
Describe how was the maintenance/repair cost was covered (use fees, shared facility grant, IRAD, etc.)

10. Safety Inspection
Provide information on the Share Facility’s safety inspection. For example:
Provide a link to the most recent safety inspection report.
Provide a brief overview of any safety issues/concerns.

11. Financial Reporting
Provide information on how grant allocations are spent. For example:
Staff
Equipment
Administration
Infrastructure
Maintenance
Professional development
Marketing
Etc.

12. Financial Reporting
Provide a table showing the Shared Facility’s financial balance per fiscal year. For example:
FY14
FY15
FY16
FY17
FY18
Expenditures
S&W & Fringes
$XX
Supplies & Equipment
Total
Income
Use Fees
S.F Grant
Other
Carry Forward
Year End Balance

13. Strategic Plan
Provide information on the strategic plan for the Shared Facility in the next five years.
Describe the strategy for the facility to grow (or be stable)
Outline how staff is funded and projections
Staff changes
Describe anticipated major equipment acquisitions, maintenance, and repairs.
For acquisitions, list the potential users and benefits, plans for staffing, maintenance, and supporting infrastructure

14. Conclusion