NIFA Reporting Web Conference November 19, 2015

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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)

Adam Preuter Provides analysis and support for REEport Manages Financial and Program of Research reporting

Adobe Connect Support Call: (202) or

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:

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

Today’s Agenda: Plan of Work Update –Panel of Experts Recommendations and NIFA Response –Annual Roll-Over –FY16 Reporting REEport Update –FY15 Financial Reporting –New Functionality: Project Changes for Competitive Grants Announcements –PARS at 2016 NERAOC

-REP Plan of Work

Panel of Experts Met in June 2015 Made recommendations on how to streamline and improve the AREERA/NARETPA reporting process

Annual Roll-Over Performend on November 12, 2015 All Directors and Contacts in the POW system were notified with auto s Please with any updates on Directors, Contacts, or State

FY16 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) for extensions on POWs or ARs; Brenda Barnett at for extensions on supplemental *1862 LGUs only = ALL DUE APRIL 1, 2016

FY16 Reporting General Guidance All Annual Reports are now combined (2015 POWs were all combined and now carry over to the ARs) Business as usual – Panel of Experts recommendations have no effect on FY16 reporting processes

REEport

FY15 Financial Reporting Deploying new “Self-service” functionality for financial reporting. Target date is January 1 st 2016.

FY15 Financial Reporting What this means for you: Financial module is currently available for data entry, same as last year. However… You will not be able to finalize reporting. Your data is not received or processed if submitted pre-deployment. Post deployment, you will need to return to REEport to finalize your reporting.

FY15 Financial Reporting Reminder: reporting is now required on Competitive projects. Report on them in the same way as Capacity projects. Financial report is still due Feb 1 st 2016.

Reporting Guidance: FTEs Report ALL effort/time spent on project, regardless of how that time was paid for. Do not include volunteer hours. Remember that even though Final Reports cover the life of the project, the FTE section should be for the final reporting period only.

New Function: Project Change for Competitive Grants Deployment planned for November 25 –REEport will be down for a period of time that day Until now, once a competitive (i.e. non- capacity) project initiation was submitted in REEport the project data was frozen “as is” – no changes could be made to such fields as the goals, methods, summary, etc.

How will it work? NPLs and other staff at NIFA will be able to send an through REEport to the PD, AR, and Site Admins (where applicable) requesting a change for both competitive and capacity projects. PDs, ARs, and Site Admins may also submit a project change without NIFA needing to make an official request. Project data can ONLY be changed by the institution; NIFA staff cannot change data; NIFA’s only action in this new process will be to REQUEST changes.

How will it work? Cont’d… A submitted project change only overwrites the original project data that was in REEport and in the public view. Project changes do not need to be approved by the NPL once submitted; the change takes place automatically. Award funding will have no dependency on project changes that are requested or submitted. NIFA will retain a running history of all comments/project change requests as well as previous versions of projects. There will be no limit to how many or how often changes can be made; changes CANNOT be submitted after the final report for the project has been submitted.

“Bonus” Functions As part of the new project change function for competitive grants, NIFA staff will be able to: –Send general comments on projects for such things as: ask PDs to include certain information in progress/final reports, remind PD to update IRB/IACUC approval, etc. –Request a project change be made on a capacity project (will just be a REQUEST; the process of submitting the change will be the same as it’s always been for capacity and will still require NPL approval).

Instructions for New Function The REEport Guide for Project Directors located on the REEport webpage will be updated to include instructions for submitting a project change for a competitive/non- capacity project. Link to Guide:

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

PARS REEport Staff Katelyn Sellers – POW and REEport Business Management Adam Preuter – REEport Analysis and Customer Support , James Hultzman – REEport Analysis Customer Support , REEport “Tier 1” Help Desk Tier 1 Support – More Staff! Logon issues, setting up accounts, project status tracking, technical issues Contact s:

Announcements

Planning Accountability & Reporting Staff at 2016 NERAOC An “Accountability and Reporting Track” will be part of the 2016 NERAOC in Philadelphia, PA. PARS will be sending four staff to support the following sessions: –REEport Overview –REEport Best Practices –Plan of Work – Planning for and Evaluating Programs –Data Search and Analysis – LMD, REEIS, Enterprise Search

Q&A

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

See you in December! Next NIFA Reporting Web Conference is scheduled for Thursday, December 10, Topics: –NIFA’s official response to POW Panel of Experts –REEport update: new development, project change function, FY15 Financial Reports –Enterprise Search workshop Visit the RWC webpage for a recording of this conference and information about future RWCs: