nifa reporting web conference...planning, development, coordination, and delivery of accountability...
TRANSCRIPT
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NIFA Reporting Web ConferenceDecember 13, 2018
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• Start Recording…
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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.
• [email protected]• 202-690-0124
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James Hultzman
• Provides customer support and analysis for REEport
• Supports Financial and Program of Research reporting
• [email protected]• 202-690-0011
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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 [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.
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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.
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Today’s agenda:
• REEport Financial Report• REEport Updates• POW Redesign Update
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REEport Financial Report
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REEport Financial Report
• The Fiscal Year 2018 (10/1/2017 to 9/30/2018) financial report is open and available to report on.
• The FY18 report is due 1 February 2019. • The next reminder email will be sent out 30 days prior
to the 1 February deadline. • Failure to submit a financial report may result in funding
being withheld
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REEport Financial Report
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REEport Financial Report
• The Summary PDF is the summary for the entire REEport site.
• This is intuitive for a partner site because the Financial Administrator submits for all projects, and sees a summary PDF for all projects.
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REEport Financial Report
• The summary PDF is not as useful for Independent sites because they can only view the projects they are named on.
• If an Independent site has 5 projects with 5 different Project directors, each project director would see and submit a report for 1 project. The summary PDF would show the total for all 5 projects.
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So how does a PD at an independent site see what they submitted?
• Answer: The PDF next to the individual project.
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REEport Financial Report
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REEport Update
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REEport Update
• Security update deployed December 1st
• Causing some issues• Password reset lockout – try again after 15 minutes• Data Loss - users working between Dec. 1st, 3pm and
Dec. 2nd,10:30am Eastern• These users have been identified and we will be
reaching out to them soon to resolve
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REEport Update
• Moving forward for the next few months we will be focusing on clearing a backlog of service tickets
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Due DatesReport Type Capacity Competitive
Project Initiation Any Time As soon as PD is notified of award recommendation
Progress Report March 1 each yearWithin 90 days after theanniversary of the start date*
Final ReportMarch 1 after the final year of the project
Within 90 days after the project end date
Financial Report February 1 each year February 1 each 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
Financial Report – reporting on the Federal fiscal year
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Tips and Tricks
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Contacts
• Keep User Accounts and Authorizing Signatures Up-to-Date
• NIFA uses this to maintain current contact info for Site Admins, Financial Admins, and Deans & Directors
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• Update Site Admin and Financial Admin user info in Portal.• Helpful Hint: In addition to disabling a user account, also
remember to remove the SA or FA role in order to discontinue auto-email notifications.
Contacts
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• Update Authorizing Signatures in Site Administration.
Contacts
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Contacts
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Contacts
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-REP
Plan of Work Redesign
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Resources
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REEport Support Page – Tools/REEport• Guide for Project Directors• Financial Report Manual
NIFA.USDA.GOV
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Contact Information• Adam Preuter – REEport Business Management
– [email protected], 202-690-0124
• James Hultzman – REEport Analysis and Customer Support– [email protected], 202-690-0011
Tier 1 Support• All customer support issues should start here• They will escalate to Tier 2 as needed• Contact email: [email protected]
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See you in February!• Next NIFA Reporting Web Conference is scheduled
for Feb.14, 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
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Questions?