NIFA Reporting Web Conference December 14, 2017 Start Recording - PowerPoint PPT Presentation

NIFA Reporting Web Conference December 14, 2017

• Start Recording…

Adam Preuter • Adam 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. Adam supports the planning, development, coordination, and delivery of accountability and financial reporting from agency information systems, and is also responsible for conducting business process analyses, and implementing related efficiency improvements. • apreuter@nifa.usda.gov • 202-690-0124

James Hultzman • Provides customer support and analysis for REEport • Supports Financial and Program of Research reporting • James.hultzman@nifa.usda.gov • 202-690-0011

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

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.

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

Today’s Agenda: • REEport Updates • POW Redesign Update

REEport Update

REEport Financial Report • The FY17 report is open, available, and is due 1 February 2018. • The first automated email went out last week, and the next will go out in January.

REEport Financial Report • Email notifications – Late reminders are in place, and will go out every two weeks after the 1 February 2018 deadline. • Failure to submit a financial report may result in funding being withheld

REEport Our main focus remains on resolving technical issues, but behind the scenes updates and enhancements are diverting some resources.

Plan of Work Redesign

Executive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT Expenditure Summary Save

Executive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT Expenditure Summary Hatch Evans-Allen Smith-Lever 1890 Ext. This data pulled from submitted Financial Reports – a modified version of the REEport Financial Report Save

Financial Report

Financial Report 206 - Smith Lever 207 - 1890 Extension 208 - Smith Lever Special Needs

Financial Report Not required – but helpful

Financial Report Matching

No requirement to connect FTEs and financial expenditures

This financial data cannot be used for audit purposes

Continue to collect and report financial data as you normally do

Executive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT Expenditure Summary Hatch Evans-Allen Smith-Lever 1890 Ext. ADD 206 Smith Lever 207 1890 Extension 208 Smith Lever Special Needs Save

Executive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT Expenditure Summary – Climate Change Hatch Evans-Allen Smith-Lever 1890 Ext. ADD 206 Smith Lever 207 1890 Extension 208 Smith Lever Special Needs This data pulled from submitted Financial Reports – a modified version of the REEport Financial Report Save

Executive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT Actual FTEs – Climate Change FTE Type FY 2018 Actual FTEs Volunteers - Adult Volunteers - Youth FTE data pulled from Progress Reports Save

Continue to collect and report FTE data as you normally do

Screenshots

Mockup of Portal home page based on functions : Welcome to the NIFA Reporting Portal John Smith, State University Select the data type or function below you would like to work with: AREERA Institutional Profile Research Project Data Extension Program Data Financial Reporting Program of Research Query and Produce Reports Administer Users Administer Site

Welcome to the NIFA Reporting Portal John Smith, State University Select the data type or function below you would like to work on: AREERA Institutional Profile Research Project Data Extension Program Data Financial Reporting Program of Research Query and Produce Reports Administer Users Administer Site

Testing

Basic user feedback testing in late January

Resources

NIFA.USDA.GOV POW Support Page – Tools/POW • Redesign Guide • Mock-ups • Screenshots • Sign up for POW list serve REEport Support Page – Tools/REEport • Guide for Project Directors • Financial Report Manual

Contact Information • Adam Preuter – POW and REEport Business Management – apreuter@nifa.usda.gov, 202-690-0124 • James Hultzman – REEport Analysis and Customer Support – James.Hultzman@nifa.usda.gov, 202-690-0011 Tier 1 Support • Tier 1 Support – More staff and faster response • Logon issues, setting up accounts, project status tracking, technical issues • Contact email: electronic@nifa.usda.gov

See you in February! • Next NIFA Reporting Web Conference is scheduled for February 08, 2:00-3:30 pm Eastern • Visit the RWC webpage for slides from this conference and information about future RWCs: http://nifa.usda.gov/resource/reporting-web-conference-series

Questions?