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NIFA Reporting Web ConferenceDecember 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.
• [email protected]• 202-690-0124
James Hultzman
• Provides customer support and analysis for REEport
• Supports Financial and Program of Research reporting
• [email protected]• 202-690-0011
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 [email protected]. – 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
Save
Expenditure SummaryExecutive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT
Save
Expenditure SummaryExecutive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT
Hatch Evans-Allen Smith-Lever 1890 Ext.
This data pulled from submitted Financial Reports – a modified version of the REEport Financial Report
Financial Report
Financial Report
206 - Smith Lever207 - 1890 Extension208 - Smith Lever Special Needs
Financial Report
Not required –but helpful
Financial Report
Matching
No requirement to connect FTEs andfinancial expenditures
This financial data cannot be usedfor audit purposes
Continue to collect and reportfinancial data as you normally do
Save
Expenditure SummaryExecutive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT
Hatch Evans-Allen Smith-Lever 1890 Ext.
ADD 206 Smith Lever207 1890 Extension208 Smith Lever Special Needs
Save
Expenditure Summary – Climate ChangeExecutive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT
Hatch Evans-Allen Smith-Lever 1890 Ext.
ADD 206 Smith Lever207 1890 Extension208 Smith Lever Special Needs
This data pulled from submitted Financial Reports – a modified version of the REEport Financial Report
Save
Actual FTEs – Climate ChangeExecutive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT
FTE Type FY 2018 Actual FTEs
Volunteers - Adult
Volunteers - Youth
FTE data pulled from Progress Reports
Continue to collect and reportFTE data as you normally do
Screenshots
Welcome to the NIFA Reporting PortalJohn Smith, State University
Select the data type or function below you would like to work with:
AREERA Institutional Profile
Financial ReportingExtension Program Data
Research Project Data
Program of Research Query and Produce Reports
Mockup of Portal home page based on functions:
Administer Users Administer Site
Welcome to the NIFA Reporting PortalJohn Smith, State University
Select the data type or function below you would like to work on:
AREERA Institutional Profile
Financial ReportingExtension Program Data
Research Project Data
Program of Research Query and Produce Reports
Administer Users Administer Site
Testing
Basic user feedback testingin late January
Resources
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
NIFA.USDA.GOV
Contact Information• Adam Preuter – POW and REEport Business Management
– [email protected], 202-690-0124
• James Hultzman – REEport Analysis and Customer Support– [email protected], 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: [email protected]
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?
