NIFA Reporting Web Conference May 12 2016 Start

NIFA Reporting Web Conference May 12, 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. • Slides from this conference will be posted to the Reporting Web Conference resource page on the web: https: //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 – Recent Memos from NIFA Director – NERAOC Presentation Summary – Working Groups for Redesign • ez. Fed. Grants – FY 17 Capacity Funding – e. Authentication Level 2 • Creating Custom Financial Reports

-REP Plan of Work

Recent Memos from NIFA • Suspension of FY 17 and FY 18 POWs • 2017 -2021 POW due THIS year 2016 • 2018 -2022 POW not due April 2017 • 2019 -2023 POW not due April 2018 • Clarification of Integrated Reporting Requirement – NIFA wants evidence of integration programmatically, not necessarily organizationally/administratively

POW Session at NERAOC • Thank you! • Focus was on the POW Redesign – Process/business need considerations – Technical considerations • Feedback/questions are welcome, continue sending them to ksellers@nifa. usda. gov

POW Redesign • Goal: New system ready in FY 19 • A fresh, 2020 -2024 Plan of Work will be due in the new system on April 1, 2019 • 2018 Annual Reports will be due in the new system on April 1, 2019 – Pre-population of data not likely

Conept of “One” System which Integrates Program and Project Reporting Institutional Profile (Statement of Work) Extension Capacity Research Capacity Competitive USDA Non-USDA IMPACTS (National Impacts Database)

Data Collection at NIFA • Purpose – Proper stewardship of capacity and competitive funds • Where do the data go? – USDA Secretary, budget justification process, Congress, White House • How are the reports used? – Demonstrate importance/impact of capacity funds (financial reports, outcome/impact stories, blogs, press releases, website, graphical handouts etc. )

NIFA Has to Make a Decision • Build completely new? • Use pieces/modules of REEport code along with new modules to create new? • Fold POW requirements into current REEport platform and code? Think about that tasks you do in the NIFA Reporting Portal, NOT the systems themselves….

Requirements Development • Have to know the business process and rules before software can enable them • Having a set of core, 90% complete requirements will help NIFA make the decision on “approach” • Goal is to have core requirements mostly set and agreed upon by LGUs by end of August 2016

POW Redesign Working Groups • Classifications – Knowledge Areas, Subjects of Investigation • Institutional Profile Module – Required elements: merit/peer review processes, multistate and integrated work, stakeholder input • Extension Module – Bring “program reporting” from 50 K feet to 25 K feet (“project reporting” at 5 K feet)

In reports, NIFA needs to know: • What you did and why it was important • Who was most affected (target audience) • What changed as a result of what you did – Change in knowledge – Change in behavior – Change in environment

Software Affects the Type and Quality of Data • Semantics! – What do you name a particular field? How does it affect what gets entered? • Accomplishments, Outcomes, Impacts • Size and format of fields – Need to facilitate brevity, not open up the option for collecting data that’s not useful

ez. Fed. Grants

NIFA’s Grant Modernization Initiative USDA enterprisewide grants management solution with:

Deployment in August means: • All FY 2017 Capacity Awards will be processed by NIFA through ez. Fed. Grants • Applicants will still apply for FY 17 capacity funds through grants. gov • Applicants will have to use the external user (that’s you) portal to check award status and to submit SF 425 Financial Reports (remember, this is different from the REEport Project Financial Report)

What doesn’t change? • Still use REEport to submit capacity project proposals for approval – NOTHING in REEport changes • Still use “POW” (current and future system) to submit POWs and Annual Reports

e. Authentication Level 2 Access for ez. Fed. Grants • Anybody who might need to use ez. Fed. Grants in the future MUST obtain Level 2 access • The sooner the better! • Examples of using ez. Fed. Grants include: – Checking grant application status* – Submitting SF-425 financial reports *This will become even more critical when NIFA starts using ez. Fed. Grants for competitive grant programs.

How do I get e. Auth Level 2 access? • Step 1, go to: https: //identitymanager. eems. usda. gov/registration/se lf. Registration. Form. aspx? level=2 • Step 2: Meet in-person with a USDA Local Registration Authority (LRA) • Make sure you have already registered for an account with Level 2 access (per link above) • Must present a valid government-issued picture ID

Important: There is currently no timeline or specific plans for how and when NIFA will incorporate competitively funded programs into ez. Fed. Grants. Any question about NIFA’s Grants Modernization initiative or ez. Fed. Grants should be sent to grantsmod@nifa. usda. gov

Creating Custom Financial Reports

Director’s Reports and Pivot Tables

PARS Contact Information • 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 and 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

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

See you in July! • Next NIFA Reporting Web Conference is scheduled for July 14, 2: 00 -3: 30 pm EST • Visit the RWC webpage for slides from this conference and information about future RWCs: http: //nifa. usda. gov/resource/reporting-webconference-series