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Data Management Plans: Funding Agency Requirements

This guide provide information and resources to assist researchers in data management planning process.

Good Practices

While the requirements of each funding agency are different, there are several common elements to all.  These are things that you should be thinking about, in general.

  • What types of data will you collect?
  • In what format will your data be stored, and how will you make it understandable to future users?
  • What policies and procedures do you have to allow sharing and re-use of your data by others?
  • How will your data be archived and protected, and for how long?

While most people think about digitally-stored data when they think of "data management," please don't neglect to include printed material and physical samples.

  • Think about how you can not only make your data available to researchers “on-demand,” but also how you can more proactively make your data accessible without a specific request.
  • Identify the documentation and metadata that will make the data reusable.
  • Consider any ethical, privacy, or intellectual property issues concerning the data, and any permission restrictions that may need to be applied.

This introductory course, funded by the Office of Research Integrity and the US Department of Health and Human Services, outlines good practices for data management and answers questions such as "Who owns the project and its data?" via case studies.


This tutorial provides more information on ownership of data, access to data, retention, and potential problems.

Funding Agency Requirements in DMPTool

See the following link for a list of funding organizations whose data requirements are supported by DMPTool (including NIH, NEH, and NSF, for example).

List of funder requirements and basic templates in DMPTool

Note that Penn may have created institutional templates for other funding agencies not found in this list.  For a comprehensive list of supported organizations, please log into DMPTool and indicate that you are affiliated with the University of Pennsylvania.

Other Funding Agencies with Data Management and Sharing Requirements

The list of agencies with data management or data sharing policies (divided into Federal and Non-Federal) below gives an indication of what policies the agency has in place and resources for these policies. Please note that organizations already listed in DMPTool are not included below.

For a quick view of data management requirements for other funding organizations which may not be listed here, please use the following resources:

 

See the White House Directive on Public Access to Federally Funded Research and Data page of the Association of Research Libraries for more information on US Government Agency Public Access Plans and Policies and Canadian Tri-Agency Open Access Policy on Publications.

 

Federal Submissions

Centers for Disease Control and Prevention (CDC)

Department of Commerce (COD)

Department of Defense (DoD)

Department of Education

Department of Energy (DOE)

Department of Health & Human Services (HHS)

Department of the Interior (DOI)

Department of Veterans Affairs (VA)

Environmental Protection Agency (EPA)

National Aeronautics and Space Administration (NASA)

National Institute of Justice (NIJ) / Department of Justice

United States Department of Agriculture (USDA)

U.S. Geological Survey (USGS) - Department of the Interior

Non-Federal Submissions

American Heart Association (AHA)

Economic & Social Research Council (ESRC)

Howard Hughes Medical Institute (HHMI)

John D. and Catherine T. MacArthur Foundation

Smithsonian Institution

World Bank