NIFA Reporting Web Conference January 14 2016 Start

NIFA Reporting Web Conference January 14, 2016

• Start Recording…

Katelyn Sellers Katelyn is the Lead for the State Plan of Work and Annual Report process as well as the business lead for the REEport system management and development. She also leads the Multistate Research Fund. Katelyn supports the planning, development, coordination, and delivery of accountability and financial reporting from agency information systems. She is also responsible for conducting business process analyses and implementing related efficiency improvements. (202) 578 -4141 ksellers@nifa. usda. gov

Adam Preuter • Provides analysis and support for REEport • Manages Financial and Program of Research reporting • apreuter@nifa. usda. gov • 202 -690 -0124

Adobe Connect Support Call: (202) 690 -2910 or servicedesk@nifa. usda. gov

Format and Logistics • Throughout the conference, you may type questions in the chat box. • Conferences are recorded and will be available on the NIFA Website on the RWC page: http: //nifa. usda. gov/resource/reporting-web-conference-series

Sign Up for the RWC Listserv An RWC e-mail list notifies interested parties on news, schedules, and other issues relating to the series. To subscribe: – Send an e-mail to lyris@lyris. nifa. usda. gov. – Skip your subject line and in the body of your message type: subscribe reportingwc. – Be sure you receive an e-mail confirming your subscription.

Today’s Agenda: • Plan of Work Update – Panel of Experts Recommendations and NIFA Response – FY 16 Reporting • REEport Update – FY 15 Financial Reporting – FTE reminder

-REP Plan of Work

Panel of Experts • Met in June 2015. • Objective: Identify ways to streamline and improve the POW reporting process.

Panel Results • Delivered to NIFA a set of recommendations describing different tactics for streamlining, reducing duplication and burden in reporting. – Primary recommendation centers around integrating old POW system into newer REEport technology. • Brand new modules would need to be designed in REEport to accommodate POW legislative requirements and Extension reporting.

Visual of “One” System which Integrate POW and REEport Institutional Profile (Statement of Work) Extension Capacity Research Capacity Competitive USDA Non-USDA IMPACTS (National Impacts Database)

NIFA’s Response • Official response will be posted on the POW webpage by COB Jan 19, 2016. – http: //nifa. usda. gov/tool/pow • NIFA agrees with all recommendations on a general scale. – There are many details to work out. – Panel “sub-groups” are starting to convene to help NIFA integrate the systems and make sure partner and federal needs are met.

Next Steps • NIFA performing 90 -120 day assessment of technical resources, milestones, and phases for integrating systems. • Will liaison with subgroups in latter part of assessment. • Will communicate short-term timeline when assessment is complete.

POW Session at NERAOC • Will focus primarily on implementation of integrating POW with REEport – Progress so far. – Timeline for 1, 2, 3 years out. – LGU and NIFA perspectives on change management. – Opportunity for brainstorming, feedback.

FY 16 POW Due Dates • 2017 Plan of Work • 2015 Annual Report of Accomplishments & Results • Multistate & Integrated Activities Supplemental Forms* (2017 NIFA-PLAN, 2015 NIFA-REPT, Brief Summaries) = ALL DUE APRIL 1, 2016 Email ksellers@nifa. usda. gov for extensions on POWs or ARs; email Brenda Barnett at bbarnett@nifa. usda. gov for extensions on supplemental forms. *1862 LGUs only

REEport

FY 15 Financial Reporting • Self-service functionality for financial reporting was deployed on January 8 • FY 15 expenditures for both Capacity and Competitive Projects must be reported this year.

Points to remember: • Errors must be cleared – unable to submit to NIFA with errors. • Use the “Error” button to see a summary of all errors. • Alerts are allowed but must be reviewed. • Upon Submission to NIFA, be sure to read the confirmation statement. • Once submitted, reporting is complete. • No Verification Reports – No Director’s Reports • To make corrections – update your data and resubmit, up until NIFA freezes the reporting cycle.

A Reminder on FTEs • Report ALL effort/time spent on project, regardless of how that time was paid for (do not include volunteer hours). • It’s a calculation based on how your organization defines a full time person year in hours. – Example: GAO definition of a full time person year is 2, 080 hours. If a person is committed to 10 hours per week for 20 weeks on a project (200 hours), then 200/2, 080 =. 096 FTE (round to. 1 on report)

To Receive REEport Newsletters The REEport email listserv notifies interested parties on news, schedules, and other issues relating REEport. To subscribe: – Send an e-mail to lyris@lyris. nifa. usda. gov. – Skip your subject line and in the body of your message type: subscribe reeportdeploy. – Be sure you receive an e-mail confirming your subscription.

PARS REEport Staff • Katelyn Sellers – POW and REEport Business Management – ksellers@nifa. usda. gov, 202 -401 -5482 • Adam Preuter – REEport Analysis and Customer Support – apreuter@nifa. usda. gov, 202 -690 -0124, 202 -690 -0009 • James Hultzman – REEport Analysis Customer Support – James. Hultzman@nifa. usda. gov, 202 -690 -0011, 202 -690 -0009 REEport “Tier 1” Help Desk • • • Tier 1 Support – More Staff! Logon issues, setting up accounts, project status tracking, technical issues Contact emails: – reeport@nifa. usda. gov – electronic@nifa. usda. gov

Q&A

Questions? Please type your questions in the chat box in the lower right hand corner of your screen.

See you in March! • Next NIFA Reporting Web Conference is scheduled for March 10, 2: 00 -3: 30 pm EST • Topics: TBD • Visit the RWC webpage for a recording of this conference and information about future RWCs: http: //nifa. usda. gov/resource/reporting-webconference-series