nifa reporting web conference june 14, 2012. start the recording…

NIFA Reporting Web Conference

June 14, 2012

Start the Recording…

Bart HewittBart is the Director of the Planning, Accountability, and Reporting Staff. He has responsibility for REEport and Legacy CRIS business functions, the national effort for the State Plan of Work and Annual Report process, the Multistate Research Fund Project Proposal approvals for NIFA; and develops performance information for OMB Performance and NIFA Budget.

(202) 270-0747

bhewitt@nifa.usda.gov

www.nifa.usda.gov/opa

E-mail questions to rwc@nifa.usda.gov

User Support• (202) 690-2910 or

servicedesk@nifa.usda.gov • Do not contact Texas A&M support• FAQs and other information on the

NIFA Reporting Web Conference web page at www.nifa.usda.gov/rwc

E-mail questions to rwc@nifa.usda.gov

Format and Logistics• E-mail questions to

rwc@nifa.usda.gov • E-mail topic suggestions to

rwc@nifa.usda.gov • Conferences are recorded and will be

available on the Reporting Web Conference web page at www.nifa.usda.gov/rwc

E-mail questions to rwc@nifa.usda.gov

To Receive AnnouncementsAn RWC e-mail list will notify 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.

E-mail questions to rwc@nifa.usda.gov

What is REEport?• NIFA’s grant and formula project reporting

system, building on and replacing the existing CRIS web forms system.

• REEport implements the Research Performance Progress Report (RPPR), a standard progress report format that all Federal research agencies will be required to use.

E-mail questions to rwc@nifa.usda.gov

Characteristics of REEport?• No form numbers such as AD-416, AD-417, AD-

419, or AD-421• Instead: modules such as Project Initiation (which

includes classification), Progress Report, Financial Report, and Final Technical Report

E-mail questions to rwc@nifa.usda.gov

Implementation of REEport

E-mail questions to rwc@nifa.usda.gov

The REEport System Deployment

•Deployment Delayed (4 or more months)

–Why???

•Government-wide IT Data Center Consolidation

–National Information Technology Center (NITC)

E-mail questions to rwc@nifa.usda.gov

Steps to Full Deployment

•Quick Re-Alpha Testing

•Two Weeks

E-mail questions to rwc@nifa.usda.gov

Steps to Full Deployment

•Beta Testing end of May at the earliest–10 Sites

–Have now been selected

–30 Days

E-mail questions to rwc@nifa.usda.gov

Steps to Full Deployment

–10 Sites Selected for Beta Testing• University of Maine

• Cornell• University of Florida• Texas AgriLife• Mississippi State University• University of Tennessee• Kansas State University• University of Wisconsin• University of California • Washington State University

E-mail questions to rwc@nifa.usda.gov

Steps to Full Deployment

•IT Fixes from Beta Testing–30 Days

E-mail questions to rwc@nifa.usda.gov

Steps to Full Deployment

•Site Administrators Set Up Sites–Beginning of Deployment

–Up to 60 Days

•Training Site Open to Everyone–Same 60 Days parallel to Site Set Up

E-mail questions to rwc@nifa.usda.gov

Steps to Full Deployment

•Final Tweaking of REEport–2 Weeks

•Final Load of CRIS Data–Day before Final Deployment

•Turn on Production Server for Data Entry–Full Deployment–CRIS WebForms Off

E-mail questions to rwc@nifa.usda.gov

Implementation of REEport

• Non-Formula Grant Project Initiation• Linked to Grants database – C-REEMS

– Pre-population of some Project data

• Existing Non-Formula Grants & Project Reporting• Copying Existing Formula Projects from CRIS to

REEport– Annual Progress Reports– Continuations– Final Technical Reports

E-mail questions to rwc@nifa.usda.gov

Implementation of REEport

• Formula Grant Project Initiation & Classification• Program of Research• Assurance Statements• Email Notifications and Reminders• Link Hatch and Evans-Allen Projects to POW• Data Exchange with NIMSS

E-mail questions to rwc@nifa.usda.gov

Implementation of REEport• Moving Existing Formula Projects to REEport

– Progress Reports– Financial Report– Termination Reports

• Email Notifications and Reminders• Link Hatch and Evans-Allen Projects to POW

– Auto Upload FTEs, Financial Data, KAs & % to Annual Report

E-mail questions to rwc@nifa.usda.gov

REEport Progress Report

• Annual and Final (Termination) Reports• Must Conform to the Research Project Progress

Report (RPPR)• Standard Report

– Must be used Government-wide by Extramural Research Granting Agencies

– Fields and Descriptions of Fields are prescribed– Flexibility for NIFA to include extra descriptions

E-mail questions to rwc@nifa.usda.gov

NIFA Reporting and Reports Portal

• One Place to enter for:– REEport– Plan of Work– Partnership Leadership Management Dashboard

• One User ID and Password for Reporting• All Users must have a User ID and Password• Roles

– Site Administrator– Project Grantees (PDs)

E-mail questions to rwc@nifa.usda.gov

Where will you get data from REEport?

• REEIS - http://www.reeis.usda.gov

• Partnership LMD – (Leadership Management Dashboard)

• NIFA Portal - https://portal.nifa.usda.gov/

E-mail questions to rwc@nifa.usda.gov

REEport Training

• YES, there will be a training Site!!• Training Site Available After Beta Testing• Web Conferences (Recorded)• Help Text and Definition Links on each screen• User Manual

E-mail questions to rwc@nifa.usda.gov

Information on REEport

• Reporting Web Conferences– http://nifa.usda.gov/rwc

• REEport Email box– reeport@nifa.usda.gov

• REEport Implementation Web Page– http://www.nifa.usda.gov/business/reeport_imp.html

E-mail questions to rwc@nifa.usda.gov

To Receive REEport NewslettersAn REEport deployment e-mail list will notify interested parties on news, schedules, and other issues relating REEport. 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 reeportdeploy. – Be sure you receive an e-mail confirming your

subscription.

E-mail questions to rwc@nifa.usda.gov

PARS REEport Staff • Bart Hewitt - Director, Planning, Accountability, and Reporting Staff

– bhewitt@nifa.usda.gov, 202-720-0747

• Adam Preuter – IT Specialist (Customer Support)– apreuter@nifa.usda.gov, 202-690-0124– Project Initiation– Financial Report– eJackets

• Laura Wascavage – Management and Program Analyst– 202-690-0011– Project Initiation– Progress Report– eJackets

• Falita Liles – Information Resource Specialist– REEport Data Retrieval Expert

• Katelyn Sellers – Management and Program Analyst– REEport Data Analysis E-mail questions to rwc@nifa.usda.gov

Grants Reporting Policy Related to REEport

Project Duration

• 5 Year Limit on Projects– Formula and Non-Formula– Formula includes:

• Hatch (including Multistate Hatch)• Evans-Allen• McIntire-Stennis• Animal Health (1433)

E-mail questions to rwc@nifa.usda.gov

Progress and Final Report Due Dates• Regular non-formula Grant Projects

– Progress Reports due within 90 days after Anniversary Date

• Continuation Grant Projects– Progress Reports due by Anniversary Date– 90 Day Window Starts 90 Days prior

• Formula Grant Projects– Progress Reports due on March 1 each year

• Final/Termination Reports– Due Same as above (depending on type of grant)– Must be submitted before receiving any other grants from NIFA

E-mail questions to rwc@nifa.usda.gov

Non-Formula Grants Process

• RFA• Grants.gov• Proposals Peer Review Process• Awards C-REEMS• C-REEMS REEport Import of Data• REEport notifies PI, Site Admin to do Project

Initiation• PI and/or Site Admin enters data into REEport

E-mail questions to rwc@nifa.usda.gov

Formula Grants Process

• Formula Grant Opportunity (FGO)• Grants.gov• Peer Review Process At the Experiment Station• Site Administrator and/or PI enters Project Initiation

in REEport• Submit to NIFA• NPL Review

– Accept, Defer, RejectE-mail questions to rwc@nifa.usda.gov

Project Numbers

• Non-Formula Grant Projects are designated with its Grant Number, Project Number and an Accession number.– State can choose own project number

• Formula Projects each have its own Accession number and a Project Number– State can choose own project number– Duplicate project numbers allowed

E-mail questions to rwc@nifa.usda.gov

Who Can Submit a Project Initiation or Progress Report?• Depends on the permissions given by Site

Administrator at the Land Grant Universities– 60 days before final deployment

• For Non-Land Grant Grantees the PI is the default unless a Site Administrator is designated in advance by an Institution/Organization.

• It is best to have a document signed by your director that shows delegation authority to submit projects.

E-mail questions to rwc@nifa.usda.gov

Other Related Reporting Requirements

• Financial Reports– REEport Financial Report (Old AD-419)

• Formula Grants only (expenditures by project)

– SF-425 (For all Grants at the Grant Level)• Includes Formula Grants (Hatch, Evans-Allen, etc.)

– Multistate and Integrated Research and Extension• AREERA 105 and 204

• Plan of Work and Annual Report– Four Major Formula Grants Only– Program Level Accountability

E-mail questions to rwc@nifa.usda.gov

Other Reporting Requirements

• Bayh-Dole Act– Reporting Inventions arising from Federal funded

research– Facilitates and accelerates the transfer of technologies– Takes advantage of market-based incentives and plant

variety protection processes– Help you retain rights to inventions– Formula grants are Federal Grants!!– See NIFA website for more information

• http://www.nifa.usda.gov/business/awards/intellprop.html E-mail questions to rwc@nifa.usda.gov

Questions?

E-mail questions to rwc@nifa.usda.gov

See you in August!• Next NIFA Reporting Web Conference is scheduled for

Thursday, August 9, from 2-4 pm (Eastern)

• Topics: Update on Plan of Work Software Changes, and Outcomes Writing Workshop, Katelyn Sellers

• E-mail topic suggestions for RWC to rwc@nifa.usda.gov

• Visit the conference web site at www.nifa.usda.gov/rwc for:– The recording of this conference– The slides from this conference– Announcements

E-mail questions to rwc@nifa.usda.gov