ANR Program Reporting ANR Program Reporting SystemsSystems

Campus Contacts MeetingCampus Contacts Meeting

June 20, 2007June 20, 2007

Desired OutcomesDesired Outcomes

Understanding of overall ANR program reporting Understanding of overall ANR program reporting systems and requirementssystems and requirements

Understanding of the roles of ANR units in program Understanding of the roles of ANR units in program reportingreporting

Understanding of the federal Plan of Work and Understanding of the federal Plan of Work and Annual Report processAnnual Report process

Understanding of UC Effort Reporting and financial Understanding of UC Effort Reporting and financial accountabilityaccountability

Agreement on next steps and action items Agreement on next steps and action items

Plan for the DayPlan for the Day10:00 am10:00 am Welcome and introductionsWelcome and introductions

Plan for the DayPlan for the DayExpectations: why you cameExpectations: why you came

10:30 am10:30 am ANR Program Reporting SystemsANR Program Reporting Systems

11:30 am11:30 am AREERA Plan of Work/Annual ReportAREERA Plan of Work/Annual Report

12:00 noon12:00 noon LunchLunch

1:00 pm1:00 pm UC Effort Reporting/Financial AccountabilityUC Effort Reporting/Financial Accountability

2:00 pm2:00 pm Additional Issues?Additional Issues? 2:30 pm2:30 pm Wrap Up/Next StepsWrap Up/Next Steps

Meeting Evaluation Meeting Evaluation

DANRIS-XAnnual Plan

DANRIS-XAnnual Report

DANRIS-XCASA

FederalReports

Advisor PR,Annual

Assessment

State, CountyReports

Other Reports

Using Our Systems

CRIS

CRIS CRIS (Current Research (Current Research

Information System)Information System)

CRIS:CRIS:CCurrent urrent RResearch esearch IInformation nformation SSystemystem

USDA web-based reporting system

• research projects in agriculture, food and nutrition, human resources and forestry

• Projects funded by Hatch, McIntire Stennis, Animal Health, CSREES administered grants.

• Campus-based faculty with USDA receiving federal formula agriculture research funds

Dean’s office CRIS Web

entries Database

(Univ of Vermont)

Departments

ANR Oakland

CRIS NationalDatabaseCSREES

CRIS DATA FLOW

NMISS Database

(MRF projects)

CRIS Project FormsCRIS Project FormsAD 416 Project Description AD 416 Project Description

ObjectivesObjectives Approach Approach Non technical summaryNon technical summary keywordskeywords

AD 417 Project Classification of ResearchAD 417 Project Classification of Research Research Problem AreaResearch Problem Area Subject of InvestigationSubject of Investigation Field of ScienceField of Science

CSREES 2008 Assurance StatementCSREES 2008 Assurance Statement Safety/Care/Protection: recombinant DNA, animals, Safety/Care/Protection: recombinant DNA, animals,

humanshumans

Project OutlineProject Outline

CRIS Project FormsCRIS Project Forms

AD 421 Project Progress/TerminationAD 421 Project Progress/Termination Progress reportProgress report Impact Impact PublicationsPublications

AD 419 Annual Report of ExpendituresAD 419 Annual Report of Expenditures Summary of all funds expended on a projectSummary of all funds expended on a project. .

ANRVP Office

UCD-Vet Med

UCB-CNR

UCR-CNAS

UCD-CAES

departmentsdepartments

departments departments

CSREES Formula Funds•Hatch – Agricultural research•McIntire-Stennis – Forestry•Animal Health

USDA- CSREES

NMISS SystemNMISS System

NMISS (National Information Management NMISS (National Information Management and Support System)and Support System) Web-based application Web-based application Submission of proposals and reportsSubmission of proposals and reports Submission of new MRF participants Submission of new MRF participants

Appendix EAppendix E Database available for queries to interested Database available for queries to interested

parties, stakeholders and cooperators parties, stakeholders and cooperators

Next Steps?Next Steps?

CSREES One Solution InitiativeCSREES One Solution Initiative Move toward standardized reporting across Move toward standardized reporting across

agenciesagencies Some changes to CRIS narrative fields on AD Some changes to CRIS narrative fields on AD

416 and 421 for new projects416 and 421 for new projects CRIS to be used for Smith Lever (d) program CRIS to be used for Smith Lever (d) program

reportingreporting

DANRIS-X REPORTING DANRIS-X REPORTING SYSTEMSYSTEM

PLAN, REPORT AND CASAPLAN, REPORT AND CASA

DANRIS-X DANRIS-X CASACASA

Collects data for CE advisors onCollects data for CE advisors on Clientele groupsClientele groups Actual contactsActual contacts Outreach methodsOutreach methods Outreach accomplishmentsOutreach accomplishments

DANRIS-X DANRIS-X Annual Plan: AdvisorsAnnual Plan: Advisors

Collects plan data for CE advisors Collects plan data for CE advisors County FTE allocationCounty FTE allocation ANR Issue/Knowledge Area FTEANR Issue/Knowledge Area FTE Projects/ProgramsProjects/Programs

Situation StatementsSituation Statements CommoditiesCommodities MethodsMethods Outcomes/ImpactsOutcomes/Impacts Multi state ActivitiesMulti state Activities

DANRIS-X DANRIS-X Annual Plan: SpecialistsAnnual Plan: Specialists

Collects plan data for CE specialists Collects plan data for CE specialists

ANR Issue/Knowledge Area FTEANR Issue/Knowledge Area FTE

Projects/ProgramsProjects/Programs TitleTitle ObjectivesObjectives ApproachApproach CommoditiesCommodities Multi state ActivitiesMulti state Activities

DANRIS-X DANRIS-X Annual Report: AdvisorsAnnual Report: Advisors

Collects data on CE Advisor’s projects/programs:Collects data on CE Advisor’s projects/programs: ActivitiesActivities Outcomes/ImpactsOutcomes/Impacts PublicationsPublications Grant SupportGrant Support Multi state ActivitiesMulti state Activities

And also CE Advisor’s And also CE Advisor’s University/Public ServiceUniversity/Public Service Professional CompetenceProfessional Competence

DANRIS-X DANRIS-X Annual Report: SpecialistsAnnual Report: Specialists

Collects data on CE Specialist’s Collects data on CE Specialist’s projects/programs:projects/programs: Progress ReportProgress Report ImpactsImpacts PublicationsPublications Multi state Extension ActivitiesMulti state Extension Activities

AREERA AREERA Plan of Work and Plan of Work and

Annual ReportAnnual Report

AREERAAREERA

Agricultural Research, Extension and Agricultural Research, Extension and Education Act (AREERA) of 1998Education Act (AREERA) of 1998

Requires approved Plan of Work from Requires approved Plan of Work from Extension and Research in order to Extension and Research in order to receive federal funding. receive federal funding.

Pertains only to the Smith-Lever 3(b)&(c) Pertains only to the Smith-Lever 3(b)&(c) and Hatch fundsand Hatch funds

Federal Plan and Report of WorkFederal Plan and Report of WorkNew format: web based entryNew format: web based entry

April 1, 2006April 1, 2006 FY 2007-2011 Plan of Work (1FY 2007-2011 Plan of Work (1stst Plan Plan under new format)under new format)

April 1, 2007April 1, 2007 FY 2008-2012 Plan of WorkFY 2008-2012 Plan of Work

April 1, 2008April 1, 2008 FY 2009-2013 Plan of WorkFY 2009-2013 Plan of WorkFY 2007 Annual Report (1FY 2007 Annual Report (1stst Report under Report under new format)new format)

Plan and Report ComponentsPlan and Report Components

State OverviewState Overview NarrativeNarrative Research and Extension FTEResearch and Extension FTE

Scientific Peer ReviewScientific Peer Review Evaluation of multi and joint activitiesEvaluation of multi and joint activities Stakeholder inputStakeholder input

Plan and Report ComponentsPlan and Report Components

Four Federal Planned Programs for Four Federal Planned Programs for CaliforniaCalifornia Sustainability and Viability of California Sustainability and Viability of California

AgricultureAgriculture California Pest ManagementCalifornia Pest Management California Youth, Families, and Community California Youth, Families, and Community

DevelopmentDevelopment Sustaining California’s Natural ResourcesSustaining California’s Natural Resources

Plan and Report ComponentsPlan and Report Components

Each Federal Planned Program Each Federal Planned Program Narratives Narratives

• Situation and priorities, assumptions, goals, Situation and priorities, assumptions, goals, external factorsexternal factors

DataData• Knowledge Area FTEKnowledge Area FTE• Outputs (Patents, Publications, etc.)Outputs (Patents, Publications, etc.)• OutcomesOutcomes• Expenditures (Smith Lever, Hatch and State)Expenditures (Smith Lever, Hatch and State)

Data sourcesData sources CRIS: CRIS:

Faculty FTEFaculty FTE ExpendituresExpenditures publicationspublications

DANRIS-X: DANRIS-X: Advisors’ and Specialist FTEAdvisors’ and Specialist FTE OutputsOutputs OutcomesOutcomes Multi State Extension ActivitiesMulti State Extension Activities

Budget Office/Financial ServicesBudget Office/Financial Services ExpendituresExpenditures

Office of Technology Transfer: PatentsOffice of Technology Transfer: Patents

IssuesIssues

Auditable documentation of expenditure of Auditable documentation of expenditure of federal monies and FTE allocationsfederal monies and FTE allocations

Ability to identify impacts of programsAbility to identify impacts of programs Documentation of integrated (joint Documentation of integrated (joint

CE/AES) activitiesCE/AES) activities

Multi State ExtensionMulti State Extension

Need to identify multi state extension activities Need to identify multi state extension activities paid with Smith Lever fundspaid with Smith Lever funds

Will need to establish a new target percentage of Will need to establish a new target percentage of Smith Lever allocation (up to 25%) for FY 2008Smith Lever allocation (up to 25%) for FY 2008

May need to direct charge portion of Specialists’ May need to direct charge portion of Specialists’ FTE to meet targetFTE to meet target

Waiting for new guidelines from CSREES (due Waiting for new guidelines from CSREES (due June 15)June 15)

Integrated ActivitiesIntegrated Activities

Established target percentage of Smith Established target percentage of Smith Lever and Hatch of 25% of each allocationLever and Hatch of 25% of each allocation Smith Lever: will use workgroups, Core Issue Smith Lever: will use workgroups, Core Issue

Grants, and other activitiesGrants, and other activities Hatch: campuses identifying integrated Hatch: campuses identifying integrated

activities activities