NIFA Reporting Web Conference October 11, 2018
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Adam Preuter • Adam is the Business Manager for the REEport system. 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
Zoom Support Call: (202) 690-2910 or servicedesk@nifa.usda.gov
Sign Up for the RWC Listserv The 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 NIFA’s website. From any page on our site, search for: Reporting Web Conference.
Today’s agenda: • REEport Financial Report • REEport Updates • POW Redesign Update
REEport Financial Report
REEport Financial Report • The FY17 financial report has been closed out, and no further submissions or edits can be accepted. • In FY17 13,678 financial reports were submitted, while 181 projects failed to submit. • For FY16 278 failed to submit, and in FY15 870 failed to submit.
REEport Financial Report • The FY18 report is due 1 February 2019. • Reminder emails were sent out 1 October, and will be sent out 30 days prior to the 1 February deadline. • Failure to submit a financial report may result in funding being withheld
REEport Financial Report • A new folder has been added to the Financial Report tab showing projects pending submission to NIFA • If a project appears in the pending submission to NIFA folder your financial report is not complete • Helps clarify submission status.
REEport Financial Report
REEport Update
REEport Update • 2007 – 2012 financial data available in Data Gateway • Email service was down – password reset, delay in other notifications. • Security update targeted for end of October. Affects ability to process trouble tickets.
Due Dates Report Type Capacity Competitive As soon as PD is notified Project Initiation Any Time of award recommendation Within 90 days after the Progress Report March 1 each year anniversary of the start date* March 1 after the final Within 90 days after the Final Report year of the project project end date Financial Report February 1 each year February 1 each year Financial Report – reporting on the Federal fiscal year * If the project is a continuation award, the progress report is due within 90 days BEFORE the anniversary of the start date; NIFA program leaders send emails requesting the report usually 60 days beforehand
Tips and Tricks
Departments
Departments • Beware of creating new departments on Award applications • Any deviation from existing departments will show up as unique departments in searches
Departments
Unable to Delete Data Need to add a new line Deleted Data Here
Unable to Delete Data Now a blue minus button appears – delete the whole line, not just the data in it
-REP Plan of Work Redesign
Adam Preuter is no longer involved in supporting Plan of Work My temporary duties associated with supporting POW and the redesign project have concluded. All POW responsibilities are now in the process of being transferred to another staff member in order to more evenly distribute this career experience within our group. My office will communicate accordingly once the new POW contact has been identified.
Plan of Work Redesign • The Plan of Work Redesign is moving forward according to schedule, and a soft release is planned in the coming weeks. • The look and feel of the Plan of Work Redesign is consistent with the slides presented during prior RWC’s • The previous RWC slides can be found here: https://nifa.usda.gov/resource/reporting-web-conference- series and request the slide deck for May 10, 2018
Resources
NIFA.USDA.GOV REEport Support Page – Tools/REEport • Guide for Project Directors • Financial Report Manual
Tier 1 Support • All customer support issues should start here • They will escalate to Tier 2 as needed • Contact email: electronic@nifa.usda.gov 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
See you in December! • Next NIFA Reporting Web Conference is scheduled for Dec.13, 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?
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