ARRA REPORTINGARRA REPORTINGUpdate for October 1, 2011Update for October 1, 2011

Presentation by Sponsored Projects and OIT

Nancy Lewis, Evelyn McNally and Samuel Wong

AgendaAgenda

Overview of the changes to UCI’s ARRA reporting Overview of the changes to UCI’s ARRA reporting process as a result of the audit findings. process as a result of the audit findings.

UCI’s new timeline for completing and submitting ARRA UCI’s new timeline for completing and submitting ARRA reports and corrections to ARRA reports.reports and corrections to ARRA reports.

Detailed overview of the ARRA reporting data elements Detailed overview of the ARRA reporting data elements (jobs, vendor, subrecipient data etc.) (jobs, vendor, subrecipient data etc.)

Detailed overview of UCI’s ARRA web reporting tool and Detailed overview of UCI’s ARRA web reporting tool and enhancements to its functionality (which will be available enhancements to its functionality (which will be available for use by Administrators for the October 1st reporting for use by Administrators for the October 1st reporting deadline). deadline). 

OverviewOverview

OMB issued guidance on March 26, 2011 that OMB issued guidance on March 26, 2011 that “The Best Available Data” model for ARRA “The Best Available Data” model for ARRA Reporting was no longer compliant with federal Reporting was no longer compliant with federal regulations. regulations. UC’s A-133 audit report for FY 2010 included a UC’s A-133 audit report for FY 2010 included a finding of non-compliance with ARRA reporting finding of non-compliance with ARRA reporting guidelines for UCI, UCR and UC Santa Cruz.guidelines for UCI, UCR and UC Santa Cruz.As a result, UCI was required to update its As a result, UCI was required to update its ARRA reporting model to comply with federal ARRA reporting model to comply with federal regulations.regulations.

Impact of Audit FindingsImpact of Audit Findings

All data elements reported must reflect current All data elements reported must reflect current activity through the end of the reporting quarter. activity through the end of the reporting quarter. Reporting window will be shortened as a result. Reporting window will be shortened as a result. Reporting cut off dates have been adjusted in order Reporting cut off dates have been adjusted in order to meet our reporting timeline, please refer to our to meet our reporting timeline, please refer to our updated FAQ’s at updated FAQ’s at http://www.research.uci.edu/ora/sp/arra.htmThree day correction window (10Three day correction window (10 thth -12 -12thth of the of the reporting month) will be utilized for submission of reporting month) will be utilized for submission of current data.current data.New tools have been developed in the web reporting New tools have been developed in the web reporting tool to assist with reporting of actual data.tool to assist with reporting of actual data.

Impact of Audit Findings (Cont.)Impact of Audit Findings (Cont.)

Methodologies, processes and procedures used to Methodologies, processes and procedures used to identify the data that we report must be thoroughly identify the data that we report must be thoroughly documented and consistently followed from one documented and consistently followed from one reporting period to the next.reporting period to the next.

Documentation to support data reported must be Documentation to support data reported must be retained in the departmental file for audits purposes. retained in the departmental file for audits purposes.

UCI Recipient Profile UCI Recipient Profile Recovery.govhttp://www.recovery.gov/Transparency/RecipientReportedData/Pages/Recipient.aspx?duns=046705849Recovery.govhttp://www.recovery.gov/Transparency/RecipientReportedData/Pages/Recipient.aspx?duns=046705849

Reporting Deadlines and Reporting Deadlines and Correction PeriodCorrection Period

Web Reporting Tool will open on the 28th of the month prior to the Web Reporting Tool will open on the 28th of the month prior to the reporting period and will close on the 5reporting period and will close on the 5 thth day of the reporting month. day of the reporting month.

If If actualactual data is unavailable by the 5 data is unavailable by the 5 thth day of the month, day of the month, estimatedestimated data data may be used in order to meet the submission deadline. may be used in order to meet the submission deadline.

Web Reporting Tool will reopen on the 10th of the reporting month Web Reporting Tool will reopen on the 10th of the reporting month through the 12through the 12th th day of the reporting month so that estimated data may be day of the reporting month so that estimated data may be updated with actual data. updated with actual data.

Updated reports will be submitted into FederalReporting.gov on the 13Updated reports will be submitted into FederalReporting.gov on the 13 thth day of the reporting month. day of the reporting month.

Please note: An e-mail must be sent to Please note: An e-mail must be sent to evelyn.mcnally@uci.edu for all for all changes required after the 13changes required after the 13 thth day of the reporting month. Please include day of the reporting month. Please include report ID number, fund number and the correction you wish to make.report ID number, fund number and the correction you wish to make.

2011 Reporting Schedule2011 Reporting Schedule

S M T W T F S1

2 3 4 5 6 7 8

9 10 11 12 13 14 1516 17 18 19 20 21 2223 24 25 26 27 28 2930 31

S M T W T F S1 2 3 4 5 6 78 9 10 11 12 13 14

15 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31

UCI Correction Period in WRT January 10-12, 2011 / Correction submission in FederalReporting.gov January 13, 2011

Reports due in SPA by January 5, 2011/ Report submission in FederalReporting.gov January 6, 2011

JANUARY (2012)

OCTOBER

Reports due in SPA by October 5, 2011/ Report submission in FederalReporting.gov October 7, 2011

UCI Correction Period in WRT October 10-12, 2011 / Correction submission in FederalReporting.gov October 13, 2011

3rd Quarter 2011 (July, August and September)3rd Quarter 2011 (July, August and September)

4th Quarter 2011 October, November and December

ARRA Reporting Process ARRA Reporting Process OverviewOverview

Employment ImpactEmployment Impact

Employment ImpactEmployment Impact

– The OMB Recipient Reporting Data Model combines jobs created and jobs The OMB Recipient Reporting Data Model combines jobs created and jobs retained as a single data element for reporting purposes.retained as a single data element for reporting purposes.

– Jobs funded by an ARRA award during the quarter should be reported Jobs funded by an ARRA award during the quarter should be reported on a quarterly basis using FTE (“Full Time Equivalents”)on a quarterly basis using FTE (“Full Time Equivalents”)

Please note: Jobs should not be reported on a cumulative basis.Please note: Jobs should not be reported on a cumulative basis.

– Subrecipient and/or Vendor jobs, if any, funded by the ARRA award Subrecipient and/or Vendor jobs, if any, funded by the ARRA award during the quarter should added to the jobs reported by UCI.during the quarter should added to the jobs reported by UCI.

– Fellows and trainees supported on ARRA funded training grants or Fellows and trainees supported on ARRA funded training grants or fellowships should be reported as a job created or retained.fellowships should be reported as a job created or retained.

Employment Impact DescriptionEmployment Impact DescriptionDescriptionDescription – Description of jobs paid on the ARRA award should be included Description of jobs paid on the ARRA award should be included

in this section.in this section.

– List one or more of the following job categories supported by ARRA List one or more of the following job categories supported by ARRA funds from this award:funds from this award:

* Senior Researcher* Senior Researcher* Postdoctoral/Associate Researcher* Postdoctoral/Associate Researcher* Technical/Engineering Support* Technical/Engineering Support* Administrative Support* Administrative Support* Graduate Research Assistant* Graduate Research Assistant* Undergraduate Research Assistant* Undergraduate Research Assistant

No jobs were created/retained this quarter is an acceptable response.No jobs were created/retained this quarter is an acceptable response.

Please note: NSF expects this section to align with the personnel categories in the Please note: NSF expects this section to align with the personnel categories in the approved budgetapproved budget. .

Employment Impact ScreenshotEmployment Impact Screenshot

Employment ImpactEmployment ImpactNumber of JobsNumber of Jobs

OMB Memorandum M-10-08 sets forth the methodology that should be OMB Memorandum M-10-08 sets forth the methodology that should be used for calculating the number of FTE for jobs reporting. It is important used for calculating the number of FTE for jobs reporting. It is important to consistently follow this methodology and retain to consistently follow this methodology and retain documentation/information that supports the number of jobs reported.documentation/information that supports the number of jobs reported.

For salaried employeesFor salaried employees, only the portion of activities (expressed as a , only the portion of activities (expressed as a percent of an individual's total activities) directly charged to an ARRA percent of an individual's total activities) directly charged to an ARRA award should be used in calculating the FTE.award should be used in calculating the FTE.

For hourly employeesFor hourly employees, the total number of hours directly charged to an ARRA award should be used in calculating the FTE. Hours are based on a full time schedule for the quarter.

Calculating JobsCalculating JobsFor salaried employeesFor salaried employees, the following formula should be used: , the following formula should be used:

FTE = FTE = Sum of an employee’s percent of effort funded by the ARRA award during each Sum of an employee’s percent of effort funded by the ARRA award during each month of a reporting quarter (i.e.. 3 monthsmonth of a reporting quarter (i.e.. 3 months))

Example AExample A – a staff research associate’s (SRA) effort was charged 50% during the first – a staff research associate’s (SRA) effort was charged 50% during the first month, 75% during the second month and 100% during the third month of the ARRA month, 75% during the second month and 100% during the third month of the ARRA reporting quarter. The sum of each month’s percent of effort during the reporting quarter reporting quarter. The sum of each month’s percent of effort during the reporting quarter is 2.25 (0.50 + 0.75 + 1.00 = 2.25); therefore, the FTE = 0.75 (2.25/3 = 0.75).is 2.25 (0.50 + 0.75 + 1.00 = 2.25); therefore, the FTE = 0.75 (2.25/3 = 0.75).

Example BExample B - a post doc’s effort is charged at 100% for the last two months in the ARRA - a post doc’s effort is charged at 100% for the last two months in the ARRA reporting quarter but zero effort for the first month (The sum of each month’s percent of reporting quarter but zero effort for the first month (The sum of each month’s percent of effort during the reporting quarter is 2.00 (0.00 + 1.00 + 1.00 = 2.00); therefore, the FTE effort during the reporting quarter is 2.00 (0.00 + 1.00 + 1.00 = 2.00); therefore, the FTE is 0.67 (2.00/3 = 0.67).is 0.67 (2.00/3 = 0.67).

Assume that the employees in examples A & B worked on the same project during the Assume that the employees in examples A & B worked on the same project during the same ARRA reporting quarter and that no other personnel charged effort to the project same ARRA reporting quarter and that no other personnel charged effort to the project during the same quarter. The sum of the percent of effort for both employees is 4.25 during the same quarter. The sum of the percent of effort for both employees is 4.25 (2.25 + 2.00 = 4.25); therefore, the total FTE reported for that award is 1.42 (4.25/3 = (2.25 + 2.00 = 4.25); therefore, the total FTE reported for that award is 1.42 (4.25/3 = 1.4166).1.4166).

Calculating Jobs (cont.)Calculating Jobs (cont.)

For hourly employees, the following formula should be used:For hourly employees, the following formula should be used:

FTE = FTE = Total number of hours worked and funded by the ARRA award Total number of hours worked and funded by the ARRA award within a reporting quarter divided by the total number of hours in a full-time within a reporting quarter divided by the total number of hours in a full-time schedule for the quarterschedule for the quarter

Example CExample C - a lab assistant worked 232 hours on an ARRA project, and - a lab assistant worked 232 hours on an ARRA project, and there were 522 hours in a full-time schedule during the ARRA Reporting there were 522 hours in a full-time schedule during the ARRA Reporting Quarter, the FTE for this job would be 0.44 (232/522 = 0.44).Quarter, the FTE for this job would be 0.44 (232/522 = 0.44).

Example DExample D – lab assistant A worked 200 hours, lab assistant B worked – lab assistant A worked 200 hours, lab assistant B worked 325 hours and lab assistant C worked 145 hours on the same ARRA 325 hours and lab assistant C worked 145 hours on the same ARRA project during the reporting quarter, no other employees worked on the project during the reporting quarter, no other employees worked on the project and there were 522 hours in a full-time schedule, the FTE to be project and there were 522 hours in a full-time schedule, the FTE to be reported for this project would be 1.28 (670/522 = 1.2835).reported for this project would be 1.28 (670/522 = 1.2835).

Calculating Jobs (cont.)Calculating Jobs (cont.)

If both salaried and hourly employees are funded from the same ARRA award, calculate the total FTE for each category of employee (salaried v. hourly), then sum the two totals to determine the grand total FTE for the reporting quarter.

Example – assume that the employees from examples A, B, and D worked on the same ARRA funded project during the same reporting quarter. The total FTE to be reported for this project would be 2.70 (1.42 salaried FTE + 1.28 hourly FTE = 2.70 FTE).

UCI ARRA QUARTERLY UCI ARRA QUARTERLY REPORTING JOB AIDREPORTING JOB AID

SPA created this tool to aid in the calculation and SPA created this tool to aid in the calculation and reporting of FTE for ARRA awards by UCI Departments reporting of FTE for ARRA awards by UCI Departments and UCI’s Subrecipientsand UCI’s SubrecipientsJob Aid includes formulas that calculate the FTE (Full-Job Aid includes formulas that calculate the FTE (Full-Time Equivalents) based either on percentage of effort Time Equivalents) based either on percentage of effort or on number of hours worked in an ARRA reporting or on number of hours worked in an ARRA reporting quarter. quarter. Job Aid can be saved each quarter and retained as back Job Aid can be saved each quarter and retained as back up for audit purposesup for audit purposes. .

http://www.research.uci.edu/ora/forms/sp/http://www.research.uci.edu/ora/forms/sp/UCIARRAQuarterlyReportingJobsAid.xlsUCIARRAQuarterlyReportingJobsAid.xls

UCI ARRA QUARTERLYUCI ARRA QUARTERLY REPORTING JOBS AID:REPORTING JOBS AID: Formulated calculators Formulated calculators

Quarter 4th YearSponsor Award Number

Administering Dept Account/Fund Number

Name of Preparer

Name of Reviewer (Principal Investigator)

Date Reviewed

ARRA-FundedAverage FTE

First Name Last Name Payroll Job TitleEmployee 1 Sr. Researcher 1.00 0.50 0.00 1.50 0.50Employee 2 Admin 1.00 1.00 1.00 3.00 1.00

0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

2.00 1.50 1.00 4.50 1.50

First NameLast

NamePayroll Job Title

Employee 1 0.50Employee 2 1.00Employee 3 0.25

0 0 0 0 0 0

1.75

Total number of jobs for this reporting quarter 3.25

2011

Calculator - FTE Based on Percentage of Effort

1. Employee Name(s) and Payroll Title(s)List the name, payroll title, and percentage of effort for each employee that was paid or will be reimbursed with

ARRA funds on this award in the current ARRA reporting quarter.

2. FTE By Month - Enter the FTE Effort for each month of the current ARRA reporting quarter.

1st Month ofQuarter

2nd Month ofQuarter

3rd Month ofQuarter

Total

FTE Percentage Totals

Calculator - FTE Based on Quarterly Hours Worked1. Employee Name(s) and Payroll Title(s) 2. Total Hours

Worked in Quarter

Quarterly Hours for

One FTE

ARRA-Funded Average FTE

260.00 520520.00 520128.00 520

520520520520520520

FTE Hourly Totals 908.00 520

http://www.research.uci.edu/ora/forms/sp/UCIARRAQuarterlyReportingJobsAid.xls

ARRA Report OverviewARRA Report OverviewGeneral InformationGeneral Information

ARRA Report IDARRA Report ID: : 100100General Information:General Information:Award Number XXXXXXXAward Number XXXXXXX Reporting Period Date 06/30/2011   Reporting Period Date 06/30/2011     Final ReportFinal Report: N : N Please update to match project completion statusPlease update to match project completion statusCFDA (grants only) 47.082CFDA (grants only) 47.082 Project/Grant Period Project/Grant Period FromFrom 01/01/2010 01/01/2010 toto 12/31/2013 12/31/2013 FS Department Code FS Department Code Order Number (contracts only) N/A Order Number (contracts only) N/A 0119 - PS/EARTH SYSTEM SCIENCE 0119 - PS/EARTH SYSTEM SCIENCE Fund Number: 00000Fund Number: 00000 Department Preparer: MaryDepartment Preparer: MaryPI Name: PI Name: Contract Grant Officer: Contract Grant Officer: Agency (TAS) 49-0101Agency (TAS) 49-0101 Last Updated: 07/08/2011 11:55 AMLast Updated: 07/08/2011 11:55 AMTreasury Account SymbolTreasury Account SymbolNotification Contact EmailsNotification Contact Emails :: Enter additional addresses to receive notices for this awardEnter additional addresses to receive notices for this award

Recipient DetailRecipient DetailRecipient DUNS number 046705849 Recipient DUNS number 046705849 Recipient Congressional District 48 Recipient Congressional District 48 Indication of Reporting Applicability NO Indication of Reporting Applicability NO

General Information ScreenshotGeneral Information Screenshot

Yes or No option

Final ReportFinal Report

Final Project Report Indicator (i.e. no future reports) (Y or N). Check Final Project Report Indicator (i.e. no future reports) (Y or N). Check "Y" only if this is the final report and there will be no further quarterly "Y" only if this is the final report and there will be no further quarterly reports.reports.

Check “Y” only if:Check “Y” only if:

All ARRA funds associated with the award have been expended at the All ARRA funds associated with the award have been expended at the prime recipient level,prime recipient level,

All or nearly all ARRA funds associated with the award have been All or nearly all ARRA funds associated with the award have been invoiced and received, invoiced and received,

No additional jobs will funded,No additional jobs will funded, The project status is complete per agency requirements and/or The project status is complete per agency requirements and/or

performance measures and the Project Status field is marked as “Fully performance measures and the Project Status field is marked as “Fully Complete”Complete” (under the Project Activity section) (under the Project Activity section)

http://www.whitehouse.gov/sites/default/files/omb/memoranda/2010/m10-http://www.whitehouse.gov/sites/default/files/omb/memoranda/2010/m10-34.pdf34.pdf

ARRA Report OverviewARRA Report OverviewProject ActivityProject Activity

Award Detail Award Detail Funding Agency Funding Agency 4900 - National Science Foundation 4900 - National Science Foundation Award Agency Award Agency 4900 - National Science Foundation 4900 - National Science Foundation Government Contract Code / Name Government Contract Code / Name (contracts only) (contracts only) N/A N/A Award Type / Amount Grant - $100,000.00 Award Type / Amount Grant - $100,000.00 Award Date 06/10/2009 Award Date 06/10/2009 Award Description The primary goal of the proposed project is to …………... Award Description The primary goal of the proposed project is to …………... Project Activity Project Activity Project Title: Collaborative Research Project Title: Collaborative Research Total Funds Received/Invoiced Total Funds Received/Invoiced *$XXXXX*$XXXXX Activity Code: U04.05 - Geological & Activity Code: U04.05 - Geological &

Earth Sciences (NPC) Earth Sciences (NPC) Cumulative Total Expenditures Cumulative Total Expenditures *$XXXXX*$XXXXX Project CompletionProject Completion Less than 50% Less than 50%

completed completed Update if necessaryUpdate if necessary(*Entered by C&G Accounting)(*Entered by C&G Accounting)

Project Description:Project Description: Update if necessaryUpdate if necessaryActivities at UCI include preparation and participation in…………………..Activities at UCI include preparation and participation in…………………..

Project Activity ScreenshotProject Activity Screenshot

Entered by C&G Accounting

Next Slide

Project Completion StatusProject Completion StatusDefinition:Definition:Evaluation of completion status of the project, activity, or Evaluation of completion status of the project, activity, or federally awarded contract action funded by the federally awarded contract action funded by the Recovery Act. This evaluation should be based on Recovery Act. This evaluation should be based on performance progress reports and other relevant non-performance progress reports and other relevant non-financial performance information.financial performance information.

Choose one of the following:Choose one of the following:* Not started* Not started* Less than 50% completed* Less than 50% completed* Completed 50% or more* Completed 50% or more* Fully completed* Fully completed

Quarterly Activities/Project Quarterly Activities/Project Description for Prime and Sub-Description for Prime and Sub-

recipientsrecipientsFor Grants For Grants

A description of the overall purpose and expected outputs and outcomes or results of A description of the overall purpose and expected outputs and outcomes or results of the award and first-tier Subawards), including significant deliverables and, if the award and first-tier Subawards), including significant deliverables and, if appropriate, units of measure.appropriate, units of measure.

In instances where the final prime recipient expenditures are less than the awardIn instances where the final prime recipient expenditures are less than the awardamount listed on the report due to an amendment in the original agreement or if theamount listed on the report due to an amendment in the original agreement or if theproject came in under budget, the recipient must provide a description in thisproject came in under budget, the recipient must provide a description in thisField explaining why the final amount in the “Total Federal Amount of ARRAField explaining why the final amount in the “Total Federal Amount of ARRAExpenditure” field does not equal the amount in the “Award Amount” field, andExpenditure” field does not equal the amount in the “Award Amount” field, andconfirming that no more funds will be expended by the prime recipient.confirming that no more funds will be expended by the prime recipient.

For Federally Awarded ContractsFor Federally Awarded ContractsA description of all significant services performed/supplies delivered, including A description of all significant services performed/supplies delivered, including construction, for which the prime contractor invoiced in the calendar quarter.construction, for which the prime contractor invoiced in the calendar quarter.

Please refer to OMB Guidance and Agency Specific Guidelines for detailed informationPlease refer to OMB Guidance and Agency Specific Guidelines for detailed information

ARRA OverviewARRA OverviewSubrecipient InformationSubrecipient Information

Subrecipient Subrecipient For any first-tier subcontract or subaward funded in whole or in part For any first-tier subcontract or subaward funded in whole or in part under the Recovery Act, that is under the Recovery Act, that is over $25,000over $25,000 and and not subject to not subject to aggregate reportingaggregate reporting. . When applicable the sub award information is pre-populated, please When applicable the sub award information is pre-populated, please review for accuracyreview for accuracy

Subaward Number Subaward Number 2010-XXXX 2010-XXXX DUNS DUNS 000000000 000000000 Name Name Subrecipient Subrecipient New York UniversityNew York University Type Type HH Total Amount Cash Total Amount Cash 100,000.00 100,000.00 Disbursed Disbursed $0.00 $0.00 Subaward Date Subaward Date 02/24/201002/24/2010Start/End Date Start/End Date 12/01/2010-08/31/201112/01/2010-08/31/2011Place Of PerformancePlace Of PerformanceCity:City: New York     New York    State:State: NY     NY    Country:Country: US US

Zip:Zip: 100036688     100036688    Congressional District:Congressional District: 08 08 Remember to add subrecipient FTE calculations to the Remember to add subrecipient FTE calculations to the employment impact under the prime award employment impact under the prime award

Subrecipient ScreenshotSubrecipient ScreenshotPre-populated; Review for accuracyPre-populated; Review for accuracy

Entered by C&G Accounting

New for October 1, 2011New for October 1, 2011 ARRA Reporting ARRA Reporting

The sections for reporting vendors under 25k in the Web Reporting The sections for reporting vendors under 25k in the Web Reporting Tool has been automated for your convenience and to ensure reporting Tool has been automated for your convenience and to ensure reporting accuracy. You may still continue to enter the vendor information accuracy. You may still continue to enter the vendor information manually if you choose.manually if you choose.

You will see the new options for Vendor Payment Calculation when you You will see the new options for Vendor Payment Calculation when you are editing your ARRA report. A tab has been added in the Web are editing your ARRA report. A tab has been added in the Web Reporting Tool (WRT) next to the Number of Payments to Vendors line Reporting Tool (WRT) next to the Number of Payments to Vendors line which will take the user to a new screen to view the Data Warehouse which will take the user to a new screen to view the Data Warehouse download information, the correct payments should be selected and download information, the correct payments should be selected and then the tool will proceed to enter the correct calculations into the then the tool will proceed to enter the correct calculations into the ARRA report. ARRA report.

Vendor entries for sub-recipients (vendor payments over $25,000) has Vendor entries for sub-recipients (vendor payments over $25,000) has also been added to the Web Reporting Tool.also been added to the Web Reporting Tool.

Reporting cut off dates will need to be adjusted in order to meet our Reporting cut off dates will need to be adjusted in order to meet our reporting timeline, please refer to our updated FAQ’s at reporting timeline, please refer to our updated FAQ’s at http://www.research.uci.edu/ora/sp/arra.htm

Vendor PaymentsVendor PaymentsUnder 25K ScreenshotUnder 25K Screenshot

Reporting of detailed vendor information is triggered by a single payment of $25,000 or more by UCI or one of UCI's subrecipients (i.e., subcontractors). Detailed reporting of vendor information is not triggered by multiple payments that are less then $25,000, but exceed $25,000 in aggregate. Please refer to question #10 in the FAQ’s for information regarding how to report vendor payments of $25,000 or less, or use the New Option for Vendor Payment Calculation in the Web Reporting Tool (slides to follow). Vendor payments are reported on a cumulative basis throughout the period of performance of an ARRA award.

The cumulative amount of payments less than $25,000 that are made to vendors must to be reported. In addition, the number of vendor payments that are less than $25,000 must also be reported (e.g., number of payments = 5, amount of payments = $52,617.32).

NEW Option for Vendor Payment CalculationNEW Option for Vendor Payment Calculation(for payments under 25K)(for payments under 25K)

A Calculate Vendor Payments tab has been added in the A Calculate Vendor Payments tab has been added in the Web Reporting Tool (WRT) next to the Number of Web Reporting Tool (WRT) next to the Number of Payments to Vendors line which will take the user to a new Payments to Vendors line which will take the user to a new screen to view the Data Warehouse download information, screen to view the Data Warehouse download information, the correct payments should be selected. The tool will then the correct payments should be selected. The tool will then proceed to another screen (Edit Report/Vendor Payment proceed to another screen (Edit Report/Vendor Payment Calculation) displaying the Vendor Calculations Summary. If Calculation) displaying the Vendor Calculations Summary. If the total calculationsthe total calculations are correct, enter Save Report and the are correct, enter Save Report and the totals will be entered in the WRT for the current ARRA totals will be entered in the WRT for the current ARRA report.report.

Once you click on the Once you click on the Calculate Vendor PaymentsCalculate Vendor Payments Tab you will see Tab you will see

When you enter When you enter Save ReportSave Report you will proceed to the screen below you will proceed to the screen below

When you enter When you enter Calculate Vendor PaymentsCalculate Vendor Payments on the on the previous screen, you will be taken to the previous screen, you will be taken to the Edit Edit

Report/Vendor Payment CalculationsReport/Vendor Payment Calculations screen below screen below

Once you enter Save Report, your calculations will be entered into your report

Vendors over 25K ScreenshotVendors over 25K Screenshot

For Subrecipient Vendors over 25K See next slide

Sub-Recipient Vendors over 25KSub-Recipient Vendors over 25K

Vendor entries for sub-recipientsVendor entries for sub-recipients (vendor (vendor payments over $25,000) has also been added to payments over $25,000) has also been added to the Web Reporting Tool. This option has a drop the Web Reporting Tool. This option has a drop down menu for selecting sub-recipient down menu for selecting sub-recipient IF IF applicable.  For awards w/o sub-recipients, the applicable.  For awards w/o sub-recipients, the option will not be thereoption will not be there..

Resources:Resources:

Detailed information regarding UCI’s Detailed information regarding UCI’s ARRA Reporting methodologies at:ARRA Reporting methodologies at:http://www.research.uci.edu/ora/sp/arra.htm

Evelyn McNally, ARRA Report Evelyn McNally, ARRA Report Manager/Administrator in Sponsored Manager/Administrator in Sponsored Projects Administration (SPA) at Projects Administration (SPA) at evelyn.mcnally@uci.edu. .

Additional Resources coming soon Additional Resources coming soon to the SPA Website: to the SPA Website:

hhttp://www.research.uci.edu/ora/sp/arra.htmttp://www.research.uci.edu/ora/sp/arra.htm

ARRA Reporting ScheduleARRA Reporting Schedule

ARRA Reporting GuidanceARRA Reporting Guidance (a quick reference (a quick reference guide to submitting an ARRA Report)guide to submitting an ARRA Report)

ARRA Reporting Overview / Update for ARRA Reporting Overview / Update for October 1, 2011 Presentation on UCI ReplayOctober 1, 2011 Presentation on UCI Replay

Questions?????????Questions?????????