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REEport Manual - College of Agricultural, Human, and Natural

1. KA ape ace atin Sed 12 Who uses REEPO etn cas aco a ee ee 12 0 2 cei Ae 13 OVERVIEW OF REEport MODULES IN 2 0 14 Modules mR BR DOr 2ci cieu ceed ace 14 Definitions of Modules loaded etna ad a eee ede es 14 Project Initiatiom ee 14 PIOQGrESS 14 Financial 15 Project CHAN GG 15 Pinal ODOM sh tele A sive sau ogee ed cea Leen tet 15 Site Administration cee chet place teased peewee et eden ee nade ented eae ee eee 15 amp aden et 15 RESEARCH PROJECT TYPES REQUIREMENTS amp DUE DATES 16 NIFA Formula Funded Projects Capacity Grants such as Hatch
2. stag decade 75 queries ea a a 75 ACRONYM LIST CIP Codes 2202 22 ee Se ada da ede a 76 FARM BILL CLASSIFICATION AREAS 4 4 77 FAQS FROM NIFA AND THE ARC FOR REEport USAGE 7 2 79 Finding Projects in REED OM ce seeds han dees 81 Formula Funded anaconda ie 82 82 Progress REDONS 83 MULTI STATE RESEARCH PROJECTS 84 EXAMPLES OF FORMS TABLES FOR PROCESSES 85 Sample Time Line for Submitting a New or Revised ARC 86 Department Center Checklist for USDA CRIS Tracking Projects 87 Timeline Table for McIntire Stennis Project Proposals 88 Sample Peer Review Request Letter eae kes 89 Peer Rev
3. 51 52 Methods 53 PaE EE S 54 55 1 5 56 Animal Health GVO IN 57 AREERA Integrated Activity 57 Research Activities ea and ee as an eee 57 Associated Planned Programs ee a 57 How to submit a Non Formula Project te cess ete reteset aA 58 First Level Submit for Review by the 1 58 Second Level Submit to NIFA by the Site 59 PROGRESS REPORT DATA FIELD DEFINITIONS amp INSTRUCTIONS 60 Progress report Home 18 3 cee ake Meets ae i oe te 60 Arn 61 61
4. 63 64 SPOOL CUS 65 PCCOMPIISHUMCINS toate da aac eee le ad EEA ODi 66 Gnanges 68 How to submit Annual Progress report s csiscccee aah wotvexceinecsiee snxvaactenedietin eleandedeapeieeeunlaaauieeets 69 First L vol 69 1 70 Se tesa ones Dar gee eas TT A 71 Folder view definitions amp workfloW 4 41 2 2 442 4 4 4 4 1 6 71 Changes Pending Submission eRe 72 FINAL REPORT DATA FIELD DEFINITIONS amp INSTRUCTIONS 73 Important reporting requirements on final reports eee eee eeee eee eeeee 73 TBO 73 How to submit a final report terminate a 1 74 TECHNICAL SUPPORT amp INFORMATION SERVICES 75 REEport Customer SCIViCe
5. 0951 JAV 104 Pajepdinod 5 9 arg paddy y tery eBpepnory t 989252 uyy 10 plosg pue wogensisaq uyyy 10 palong Sampras prua ap qoqa pun 94419000 pue Jo aroun 10 pue 311 aypun OJ pompe L pae 14 smag 05804 15 uep sse you 5 swag ssgaang Ag yaaya JO pre 604 awang 5 par 105 5 8 0g se sngd par 20005 ssarppe preon a paw 4 qra 104 mogedngg papalosg Sagsoday 10 jeuro J 91 WASHINGTON STATE Gy UNIVERSITY Agricultural Research Center College of Agricultural Human and Natural Resource Sciences MEMORANDUM DATE August 18 2014 TO Department Chairs R amp E Directors District Directors Travel Personnel and Research Extension Participants in Multistate Travel FROM James Moyer CAHNRS Associate Dean Director Agricultural Research Center ARC Richard Koenig CAHNRS Associate Dean Director WSU Extension SUBJECT
6. 16 NIFA Non Formula Funded Projects Competitive Grants such as AFRI 17 Summary Chart of Due Dates for Formula and Non Formula Projects 17 State Projects Such as research funded by Commodity Commissions 18 GENERAL WORKFLOW SUBMISSION AND APPROVAL PROCESSES 19 GETTING STARTED PROJECT DATA 4 2 21 Introduction for Project Directors and Other User Roles 21 Logging In First Time User Verification Process 1 21 Logging In Returning Users init ccwesadevvetesesenesssbnent 23 Navigating the SoftWare tate Baeede ed ieeieveuteruen 24 Finding Editing and Managing etek 25 Important Items to Remember when Moving thru Modules in REEport and this Manual 25 GENERAL PROJECT INITIATION DATA FIELD DEFINITIONS amp INSTRUCTIONS 26 Overview Non Formula Project Initiation Grants such AFRI 26 Overview Formula Project Initiation Create a New Project such as Hatch
7. E E a 40 AREERA Integrated os ae 41 Ah a ee 41 Associated kad pat 41 Proposal form la e aee te a tes 42 Assurance Statements 42 How to submit a Formula Project 43 First Level Submit for dee Le 43 Second Level Submit 44 NON FORMULA PROJECT INITIATION COMPETITIVE GRANTS 45 Cover Page Non Formul a a lalate Sik 45 Field Descriptions Funding Source thru NIFA Program Contact 45 Participants sener 48 49 255 50
8. In answering the above three questions make sure to provide enough detail so that you are touching upon the main purpose of the project the expected accomplishments and anticipated benefits of the research Remember that this non technical summary is designed to enhance the usefulness of the information in the database especially to legislative and other public audiences kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 38 KEYWORDS Section Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Keywords Fields marked with an asterisk are required for submission You have 1000 characters to complete the keyword section Some examples are Native Plants Corn Maze Bioengineering Global Warming Keyword Phrase Instructions Add a new keyword field for each separate keyword or keyword phrase you want to use to describe the project Examples of words are Corn Maze and Bioenergy Example of phrases are Native Plants Climate Change and Food Safety The purpose of assigning keywords and key phrases to your project is to improve the retrieval capacity of project information on certain topic areas The keywords you choose should be as all encompassing for your project s topic area as possible so that different keywords searched by various queries will still pull up your project information For example if your project is aimed at res
9. The following sections must be filled out before submitting click on each section to complete it Products can t be blank Start Date must not be back dated 43 e Once the project has been submitted for review the resulting screen will notify you that you have successfully submitted the project it will also show you that the project now exists in the Pending Submission to folder red arrow This means that it is ready for the ARC office to review once the renewal packet is receive with the signed copy of the REEport Project Initiation forms The ARC is not notified by the REEport system that a project has been moved from the Draft status to the Pending Submission status PD s and departments need to work together to get all the forms completed and then the ARC knows that it is ready for a complete review If the PD or department needs to make edits the project must be sent back to the Draft stage by the ARC department Print a copy of the project have it signed by your Department Chair Director and sent to the ARC SAES IOWA STATE UNIVERSITY imancial Report Reports Project Change Final Report Site Administration Project has been submitted for Organization review Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director Clear Search Create a New Project Expand All F
10. Option 2 Open the drafts folder and find the grant that you wish to complete project initiation on this is most easily identified a longer list by focusing the grants gov column the proposal column or the title column as these are the columns that best differentiate non formula from formula projects especially if you are a PD or SA who has many projects to manage 4 In Draft Stage Accession Project Grants gov Proposal Department Project Director None None N A N A None MCINTIRE Test104 PDF None TEN 2009 GRANT00557387 2009 00729 Department Richard Browning NON FORMULA Introducing Commercial Meat Goat Prod PDF None TEN 6577 N A N A Extension Richard Browning EVANS ALLEN AREAWIDE PEST MANAGEMENT AWPM PROGRA PDF None None GRANT10250358 2009 01948 Family 8 Con Godwin NON FORMULA An Innovative Approach for Integratin PDF 2 Project s Pending Submission to NIFA 1 Project s Submitted to NIFA After you ve created or opened the project initiation you want to work on The first page Screen you will come to after either opening a non formula draft or creating a new formula project or opening a formula project already in draft is the Cover page The Cover pages for non formula and formula both cover the vital stats of the project but they do differ The following instruc
11. e Describe major changes problems in approach and reason s for these major changes If applicable provide special and or additional reporting requirements specified in the award Terms and Conditions Major changes include Major problems or delays that may have a significant impact on the rate of expenditure Significant deviations from research schedule or goals Unexpected outcomes Or changes in approved protocols for the use or care of animals human subjects and or biohazards encountered during the reporting period kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 68 HOW SUBMIT AN ANNUAL PROGRESS REPORT Two Stages The workflow rules and permission for submitting a progress report are identical to how Project Initiations are submitted at the institution level and then at the NIFA level First Level Submit for Review There are two levels of submission every project must go through The first level is the Submit for Review level At this level either the SA or the PD has the capability to submit a project up to the institution site level the ARC office for review This is usually done by the PD when all the errors have been corrected and the PDF copy has been printed out for department signature Remember that any project found in the Draft folder at the Project Initiation home screen has not yet been submitted for review to the ARC office The Submit for Review in Project Initiation looks like
12. A professional does not qualify as a scientist under the preceding definitions but may still significantly contribute to research activities Professionals usually hold one or more college degrees and have otherwise qualified for employments in a professional category Generally professionals have a high degree of research activity responsibility but do not hold principal investigator status or equivalent at the reporting institution Examples Department Head Resident Director Statistician Analyst Assistant Director Dean e Technical Technical Staff are associated with research efforts in a technical capacity and do not participate in the investigative aspects of the research Examples Lab Assistant Mechanic Carpenter Machinist Skilled Tradesperson e Administrative and Other These are clerical and support staff who contribute to the nontechnical support of the project It is often difficult to assess an individual s clerical and labor support to any one project they usually support groups of researchers of different projects in a broad manner such as by ordering supplies typing reports managing bill payments performing janitorial work Examples Secretary Typist Repairman Janitor Data Entry kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk GOALS Section Mame Projest hitain Progress Depart Project Change Final Se What are the Major Goals of this Project Provide a clear concise statement of
13. Policy for Multistate Travel Funds ARC and Extension faculty participation in Multi State research projects and Extension Research ERA Committees is one of the ways we fulfill our mission by collaborating with scientists throughout the nation A portion of the Hatch funds ARC and Smith Lever funds Extension received from USDA National Institute of Food and Agriculture NIFA must be used to support approved Multi State research and ERA activities and associated travel ARC and Extension cover the travel expenses proportional to the FTE percentage of the appointment of the traveler Both Hatch and Extension travel funds are finite ARC and WSU Extension approval for Multi State travel will be based on the following considerations 1 Maintaining a current ARC project To receive any funding from the ARC all NIFA REEport forms for new or revised ARC proposals or progress reports for current ARC projects must be completed at the time of application for Multi State travel funding 2 The Agricultural Research Center ARC and WSU Extension will fund one faculty member per approved Hatch Multi State project National Research Support Project NRSP Coordinating Committee CC Development Committee DC or Education Extension and Research Activity Committee ERA for travel to an authorized annual meeting per year PO Box 646240 Pullman WA 99164 6240 509 335 4563 Fax 509 335 6751 AgResearch wsu edu arc wsu edu 92 Conseq
14. Project Director The fields pertaining to the main Project Director are prepopulated on this page according to what is displayed on the Cover Page Co Project Directors Enter the information for all Co Project Directors Co PDs who are participating on this project To enter more than one Co PD click the sign that appears after the first one has been added Estimated Project FTEs for the Project Duration FYI An FTE is defined by the Government Accountability Office GAO as the number of total hours worked divided by the maximum number of compensable hours in a full time schedule as defined by law For most NIFA partners and places of employment a full time schedule as defined by law equates to 2 080 hours of work 52 weeks multiplied by 40 hours per week Thus a person who works 40 hours per week for 52 weeks of a project s duration i e 1 year of a project equals 1 complete FTE If that same person works a full time schedule on a 5 year project then that would be equal 5 complete FTEs INSTRUCTIONS NIFA suggests that you enter the estimated full time equivalent s FTE that will support this project over the course of the project s duration The actual FTE s worked will be submitted on the annual Progress reports This will get the project through the NIFA approval stage When you enter fractions round to the nearest tenth Make sure to separate the FTEs by type as indicated on the table provided Faculty and Non Students in th
15. opening a partially completed non formula project in the Draft folder is the Cover page The cover pages for non formula and formula both cover the vital stats of the project but they do differ so the following instructions and information cover the non formula cover page and formula cover page separately kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk COVER PAGE Section Following is a screenshot of the Cover Page of a Formula project Below the screenshot are all the basic instructions for filling out the data fields as well as descriptions of data fields that are prepopulated Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Cover Page Fields marked with an asterisk are required for submission Formula Cover Page Test NOTE This project has 0 comments X Delete this Project Funding Source EVANS ALLEN Status DRAFT Project Title Sponsoring Agency Institution National Institute for Food and Agriculture Performing Organization Institution DUNS Number 1890 TENNESSEE STATE UNIVERSITY 108814179 Performing Department Project Number Code Name TENO States and Organizations Collaborating Partnering States Collaborating Partnering Organizations Only organizations from your collaborating partnering states are shown Countries Collaborating Partnering Countries Start Date End Date
16. or system and specific properties reactions or functions It is best to select at least 4 5 specific entry level keywords or phrase Examples are POTATOES MECHANICAL HARVESTING HARVESTING EQUIPMENT BULK HANDLING SKINNING BRUSING kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 39 CLASSIFICATION Section Meme Progress Ropers Chango Poasi Ropars Sie Classification Classification Overview amp Codes All projects entered in REEport must be classified according standard classification elements which consist of a series of three classification areas 1 Knowledge Area KA 2 Subject of Investigation SOl 3 Field of Science FOS Each project must have at least one line of classification a classification line consists of one KA one SOI and one FOS To allow for identification of multiple objectives on a single project up to ten classification lines may be entered on a single project All lines must be assigned a percentage No line may be less than 10 The available codes from which you may choose are defined in the Classification Manual which can be found here http nifa usda gov resource manual classification e Knowledge Area An important and highly useful series of classifications is the classification by Knowledge Area KA The 79 knowledge areas comprising the KA classification are arranged into nine topic areas Subject of Investigation This Subject of I
17. 25 2009 Award Fiscal Year i 2010 States and Organizations Collaborating Partnering States Collaborating Partnering Organizations 1 IOWA STATE UNIVERSITY lowa State University of Science and Technology Countries Collaborating Partnering Countries Start Date End Date 01 2010 December 31 2012 Project Contacts Project Director Authorized Organizational Representative NIFA Program Contact Name Jack C Dekkers Name Suzanne Schuknecht Name Audrey Trotman Email Address jdekkers iastate edu Email Address egrants iastate edu Email Address atrotman nifa usda gov Phone Number 515 294 7509 Phone Number 515 294 5225 Phone Number 202 720 2193 MOST ARE PRE POPULATED FIELDS Automatically Imported from Grants Gov Funding Source The field is pre populated as Non Formula based on information contained in the grant application Status The status of a project is assigned by the REEport system and starts at Draft Various actions taken by the PD the Site Admin or NIFA personnel NPL or NIFA Admin will trigger the REEport system to change the status as appropriate 45 Summary of status definitions and action triggers for automatic change Draft All project types start in project initiation in draft status Even though a draft project maybe move into additional stages i e your Submitted and Pending Submission to NIFA folders the status of the pr
18. 28 FORMULA PROJECT INITIATION CREATE A NEW PROJECT SUCH AS HATCH STATE 29 Cover Page Formula doesn conte oe de eee ed EEE EEE E AEREE 29 Field Descriptions Funding Source thru Site Administrator 30 ce rede eh aude seh ae ee ead Oo ote 32 death 33 ataua eoe i Rr iE 34 E tek cela 35 36 Sh Alea hc 37 A A La ec Re ined Cen ener a ei in 38 65 5622 6 39 Classificato 40
19. Capitalize the project title the same as for a book title Sponsoring Agency Institution The Sponsoring Agency Institution is the organization that is funding the project For all Formula and Non Formula Projects the sponsoring agency is NIFA The exception to this is State projects the sponsoring agency for these projects is prepopulated with State Agricultural Experiment Station This means WSU Performing Organization Institution The Performing Organization Institution is the organization that employs the scientist s conducting the research DUNS Number Universal Numbering System DUNS number is a unique nine digit identification number provided by Dun amp Bradstreet D amp B For both Formula and Non Formula Projects NIFA automatically prepopulates this field with the WSU DUNS number on file for competitive grants and for the capacity grants formula projects 30 Performing Department The Performing Department is the entity section at the Performing Organization Institution to which the Project Director is assigned and performs most of his her duties and research Project Number The Project Number is an identifier combination of letters and numbers subject to the Identification numbering system used by the Performing Organization Institution WSU While it is recommended that Project Numbers be unique to only one project NIFA does not prevent Pls from reusing project numbers as when you are doing a Revision This mos
20. Chair Director and sent to the ARC SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report _ Fina ncial Report Reports Project Change Final Report Site Administration Project has been submitted for Organization review Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director Clear Search Create a New Project Expand All Folders Collapse All Folders 0 Project s In Draft Stage P 1 Project s Pending Submission to NIFA ir ing i None 10W1234 N A N A test Agri amp Biosy Gassmann HATCH POF Aaron Second Level A project that is ready for submission to NIFA can only be found in the Pending Submission to NIFA folder red arrow at the Project Initiation home screen The Site Administrator will do the submission after final edits have been incorporated and after all signatures have been received kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 59 ANNUAL PROGRESS REPORT DATA FIELD DEFINITIONS 8 INSTRUCTIONS At the Progress Report home page you can search for progress reports that need to be filled out by using the search option at the top fill in at least one of the search fields or you can use the folder views to fill out and manage reports for various projects Note that the drafts folder will show you every progress report shell that the system has created for the acti
21. Clicking Submit Changes for Review will move the project to the next review stage Comments Submit Changes for Review Revert Changes 71 Changes Pending Submission to Projects The folder titled Projects Pending Submission to contains projects on which changes have been made by the PD SA and the PD SA has clicked the submit button to move the project into the next stage In order for the changes to actually be submitted to NIFA from this point the SA must go to the submit page and click Submit to NIFA to move the project into the Projects Submitted to folder and make the changes available for NIFA to review and approve if applicable some changes do not require approval Mamo Report Project Change Sme Submit Changes to NIFA Review in POF format Clicking Send Back will send it back to the previous stage Projects Submitted to NIFA In this folder are projects that contain submitted changes Note that some project changes require NIFA National Program Leader NPL approval and some do not Definition for this differentiation forthcoming Helpful Hint Anytime you make a change to a given project regardless of the stage it s in you can click on the changes part of the menu bar and the system will show you a summary of all the changes that have been made on that project i e what the value was and what the v
22. FTE s are optional but the ARC has found out that reviewers want to see some data in this area Putin 0 1 in the Scientist box so it doesn t get deferred for additional data Q Can symbols be used within the forms i e A Yes symbols and scientific characters can be used in REEport where they couldn t in CRIS There are editing tools available in the text boxes if you need or cut and paste from a Word doc Q How does the site manager edit a PDF progress report We often need to edit but do not send back to the PI if the corrections are minor A The ARC can edit a progress report if the data is received in Word doc format as requested per the Checklist A new PDF will be made and uploaded to REEport Q Are we limited in characters in the description boxes A There is an 8000 limit of characters and spaces Q What happened to Institutional Review Board approval for the use of DNA in the REEport Assurance Statement like it was in CRIS A Our Office of Grants and Financial Management indicated it is not required for non formula grant projects This is covered by the SF 424 R amp R form completed for all grants including formula grants in Grants gov All grants must continue to adhere to the recombinant DNA rules set forth by the National Institutes of Health This is not in the REEport forms 80 Can PD bypass the Site Admin and submit changes directly A The ARC Site Admin is currently the only user who can make
23. Institution Level gt Submit to NIFA for Review gt NIFA Decision Made formula only gt NIFA Decision Changes Project Status Draft to Active Deferred Declined Progress Report Draft s filled out and submitted chronologically as many as required by length of the project gt Submit for Review at Institution Level gt Submit to NIFA for Review gt Project Status remains active throughout submission of all progress reports Project Changes may be submitted at any time for an active project non formula can only make classification changes gt Submit for Review at Institution Level gt Submit to NIFA for Review gt Project Status remains active throughout submission of all project changes Final Report Draft is always available in REEport to submit at any time to terminate the project formula only gt Submit for Review at Institution Level gt Submit to NIFA for Review gt Project Status changes to complete once Final Report is submitted Note that project status will also change to complete if the 5 original end date has passed even if the Final Report has not been submitted amp is overdue 19 Note that in the above diagram the workflow basically repeats itself for a project that is in active status both formula and non formula Associated progress reports project changes and the final report for an active project goes through the same workflow and approval process It s im
24. Program the Administrative Manual for the Evans Allen Cooperative Agricultural Research Program and the Administrative Manual for the Continuing Animal Health and Disease Research Program The United States Department of Agriculture USDA NIFA also administers several competitive peer reviewed research education and extension programs under which awards of a high priority are made Once awarded the REEport system is used to set up these programs with USDA NIFA REEport is the vehicle through which NIFA performs its required data collection for research project initiation and progress reporting This information collection is necessary in order to provide descriptive information regarding individual research education extension and integrated activities and to document expenditures and staff support as well as monitor the progress and impact of such activities Who uses REEport Two groups use REEport external grantees partner institutions and internal NIFA staff 1 External users include Project Directors who have received funding from NIFA and other staff at their institutions such as Authorized Representatives ARs Site Administrators and Financial Administrators Project Directors are required to use REEport to submit initial project plan data in order to receive their funds and also for submitting annual accomplishments reports and final technical reports REEport can be used by any person who receives funding through NIFA fo
25. approved by a NIFA NPL and is currently within the overall project duration dates i e between the start date and end date of the project Declined This signifies a project that has been declined by an NPL it may not be resubmitted Deferred This signifies a project that has been deferred by an NPL who has requested changes or additional information to be included in the project initiation it may be resubmitted with appropriate changes in order for the NPL to render a final decision The ARC will assist in editing the project and obtaining approvals again if necessary before it is resubmitted through the office Complete A project that is complete is one that has either been terminated via the submission of a Final Report or one that is currently outside of its overall project duration dates This means that a project whose Final Report has not been submitted will still show a status of complete if the current calendar date is later than the end date of the project note projects in this situation are displayed in the Final Report Past Due folder Title The project title is a succinct characterization of the focus and subject of study being performed Do not include phrases such as research on investigation of etc Do not use quotation marks or underscoring Keep in mind that the title will be used for information retrieval searches so including specific keywords that are as descriptive of the project as possible is important
26. data is still be required for formula grant projects A module in REEport has been set up to provide this data Pre planned improvements to REEport include the ability to allow Hatch and Evans Allen projects to be linked to planned programs in the Agricultural Research Extension and Education Reform Act of 1988 AREERA Plan of Work Information System which will simplify the preparation of State Annual Reports Each Hatch and Evans Allen project in REEport will be linked to a Planned Program in the Plan of Work Once this link is made expenditures FTEs and possibly Knowledge Area Classifications can then roll up into the Plan of Work system thus eliminating points of double reporting and discrepancies between the two systems e Implementation of REEport facilitates the transition to the Research Education and Economics Information System REEIS as the primary source of information on the research education and extension programs projects and activities of the USDA and its partner institutions previously hosted by the CRIS system including REEIS Leadership Management Dashboard For more up to date information on REEport please visit the REEport Webpage on the NIFA website at http nifa usda gov tool reeport The webpage includes software development updates newsletters reporting data links and other current information 13 Overview of REEport What does NIFA mean by module Each module can be thought of a
27. logically arranged numbered list of the specific objectives of the project Procedures State the essential working plans and methods to be used in attaining each of the stated objectives The procedures should correspond to the objectives and follow the same order Designate the phases of the work to be undertaken Indicate the location of the work and the facilities and equipment needed and available Use a procedure that will provide data suitable for statistical analysis wherever appropriate In the statement on procedure show that the research has been carefully planned and provides for changes when they are necessary to improve the work Be as specific as possible about the statistical design for the proposed research Probable Duration Estimate the maximum time likely to be required to complete the research originally planned and to publish the results Whenever any material change in the objectives of a project is advisable prepare a new or revised project outline Revise the project outline if a major change in procedure results during the research Projects aligned with Multi State Research or grants have specific termination dates all others cannot be longer than five years including any extensions The ARC presently establishes all new and renewing projects for the five year maximum A project can be terminated early if it does not need to be active for the full five years After five years the project can either be revised for another
28. occurs when a significant change in behaviors or practices results from the project s activities Change in Condition A change in condition occurs when a significant change in a condition of societal concern results from the project s activities If appropriate and available outcomes should be supported with key quantitative data such as number of acres impacted increased profits or number of people impacted In terms of how the outcome types relate to each other NIFA considers the highest achievement of any research or extension project to be an outcome categorized as change in condition This is because a change in condition signifies that changes in action and learning occurred in order to perpetuate the change in condition The second ranked outcome type is change in action and the third is change in knowledge These rankings are not meant to diminish the importance of changes in action and knowledge Rather they are there to show that if you can demonstrate a change in condition then it is not necessary to also list all the minute associated changes in action or knowledge Likewise if you can demonstrate a change in action it is not necessary to list all the minute associated changes in knowledge kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 51 AUDIENCE Section Mame Projet batian Pjs Change Maal Sis Provide a description of the target audience s that will be the focus of eff
29. outreach activities that have been undertaken to reach members of communities who are not usually aware of these research activities for the purpose of enhancing public understanding and increasing interest in learning and careers in science technology and the humanities What do you plan to do during the next reporting period to accomplish the goals Nothing to report Data Field Box 4 What do you plan to do during the next reporting period to accomplish the goals Describe briefly what you plan to do during the next reporting period to accomplish the goals and objectives If there are no changes to the agency approved application or plan for this effort i e nothing was submitted through the project change module click the box for nothing to report kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 67 CHANGES PROBLEMS Section rt Reports Project Change Final Report Site Administration Changes Problems Project Initiation Progress Report Fina rticipants Target Audience Products Fields marked with an asterisk are required for submission View past Progress Reports View Project Proposal Describe major changes problems in approach and reason s for these major changes If applicable provide special and or additional reporting requirements specified in the award Terms and Conditions More Nothing to report Qg He 9
30. the emphasis in reporting in this section should shift from reporting activities to reporting accomplishments such as in later Progress Reports or in the Final Report of this project 66 Data Field Box 2 What opportunities for training and personal development has the project created You may click the nothing to report box Describe opportunities for training and professional development provided to anyone who worked on the project or anyone who was involved in the activities supported by the project Training activities are those in which individuals with advanced professional skills and experience assist others in attaining greater proficiency Training activities may include for example courses or one on one work with a mentor Professional development activities result in increased knowledge or skill in one s area of expertise and may include workshops conferences seminars study groups and individual study Include participation in conferences workshops and seminars not listed under major activities If the research is not intended to provide training and professional development opportunities or there is nothing significant to report during this reporting period click the nothing to report box Data Field Box 3 How have the results been disseminated to communities of interest You may click the nothing to report box Describe how the results have been disseminated to communities of interest Include any
31. the goals objectives of the project You may use paragraph format or bulleted or numbered lists There is no minimum or maximum number of goals to include for a project but all goals should be specific and attainable within the duration of the project and with the available resources refer back to your estimated FTEs for project duration and the amount of formula funding that has been made available to you In general goals should answer the question What major achievements and milestones does the project hope to realize 33 PRODUCTS Section Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Products Fields marked with an asterisk are required for submission List any products expected to result from the project test 2 Biu a Identify the products outputs that are planned as result of this project You may use paragraphs and or lists NIFA considers the terms products and outputs to be synonymous For the purpose of Project Initiation the module you are in right now you should include all products outputs that are expected estimated to result from the duration of this project Products Outputs are activities events services and products that reach people e Activities include conducting and analyzing experiments or surveys assessments facilitating teaching or mento
32. three main points 1 What is the current issue or problem that the research addresses and why does it need to be researched 2 What basic methods and approaches will be used to collect and produce data results and subsequently inform target audiences 3 Through the methods mentioned above what ultimate goals does the project hope to achieve In answering the above three questions make sure to provide enough detail so that you are touching upon the main purpose of the project the expected accomplishments and anticipated benefits of the research Remember that this non technical summary is designed to enhance the usefulness of the information in the database especially to legislative and other public audiences kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 54 KEYWORDS Section Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Keywords Fields marked with an asterisk are required for submission You have 1000 characters to complete the keyword section Some examples are Native Plants Corn Maze Bioengineering Global Warming More Keyword Phrase Instructions Add a new keyword field for each separate keyword or keyword phrase you want to use to describe the project Examples of words are Corn Maze and Bioenergy Example of phrases are Native Plants Climate Change and Food Safety The purpose of assigning keywords and
33. to use a personal card and have the airfare included for reimbursement on the Travel Expense Voucher TEV or thru the departmental WSU corporate card and a copy of PaymentNet forwarded to the ARC 93 Before ARC can authorize its account for the airfare it must have a The authorization memo from the Multi State Administrative Advisor ni the we NIM system and b A copy of the TA signed by the department chair in the ARC office a faxed copy is sufficient 7 Approval is generally given to stay in the lodging facility where the meeting is being held to achieve maximum benefit of having a business interaction with the other travelers on the project or committee Be sure to mark number 2 or 3 as applicable on the TA in the box for Lodging Exception 8 Quite often Multi State meetings are in conjunction with other professional meetings This is one of the benefits of participating on a Multi State project or ERA committee because we can reimburse travel to and from the authorized meeting The traveler therefore only incurs the per diem and registration expenses of the professional meeting 9 After the meeting the faculty member will work with their Department and assigned CAHNRS Business Center Pullman campus departments to complete the TEV within 10 days The TEV comes to the ARC for authorization it goes to Travel Exceptions to this policy must be reviewed and approved in writing preferably by email by the Director of the AR
34. years projected quarterly as shown below Use the table below as an example of formatting the Timeline Table 2013 2014 2015 Task 1 Qtr2 Qtr3 Qtr4 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 88 SAMPLE PEER REVIEW REQUEST LETTER DATE Dr XXX Professor Department of _XXX___ University Name of Business Mailing Address XXX Town __ST__ 00000 0000 Dear Dr XXX would appreciate it very much if you would review the enclosed Hatch project proposal written by ____XXX_____ and return your comments to me by DATE In reviewing this proposal please consider the following 1 Does the outline clearly state the problem to be solved or specify the nature of the knowledge to be sought 2 Are the objectives clearly stated and sufficiently specific that accomplishment within reasonable project duration can be expected 3 Do the procedures suggest reasonable approaches to the accomplishment of each objective 4 Does the outline give evidence of the leader s familiarity with essential literature concepts and methods relevant to the research 5 Are the experimental materials methods samples and criteria of measurements likely to provide interpretable results 6 Are adequate provisions made for the scientific competencies essential to the conduct of the research 7 Are definable benefits being so
35. you can always go back to your home screen click home on the top menu bar to view the large module icons Click any of them to enter those modules You can also move from module to module by using just the top menu bar you do not need to go back home first e Remember that whenever you enter data on a page you MUST click one of the navigation buttons at the top or bottom of the page to save your work while you are permitted to move from page to page within a module using the top menu bar e g moving from goals to products by clicking those words in the menu bar doing this will not save your work if you entered anything new on the page e Review the screenshots in the Navigating the Software section of this manual for more details 25 General Project Initiation Data Field Definitions amp Instructions Project Initiation is the report that must be submitted to NIFA in order for any project to become officially active For Non Formula Competitve Grants such as AFRI SCRI Even if an award has been made the Project Director of that project will not receive their funds until the NPL Program Contact receives the project initiation through REEport For Formula projects Hatch Hatch Multi State McIntire Stennis Animal Health A PD is not allowed to spend formula funds on their research block grant already awarded to the institution until his her project proposal has been submitted and approved through
36. 40 hours per week for 52 weeks of a project s duration i e 1 year of a project equals 1 complete FTE INSTRUCTIONS NIFA requires that you enter the estimated full time equivalent s FTE that supported this project over the course of the reporting period However the ARC suggests you either click on the Nothing to Report box or only enter 0 1 in the box for Scientist The actual FTE s worked will be submitted for you by the ARC When you enter fractions round to the nearest tenth Make sure to separate the FTEs by type as indicated on the table provided Faculty and Non Students in the first column and Students with Staffing Roles in the subsequent three columns There is information for the CIP Codes directory on page 77 for the FTEs for student participants the ARC will add them to the Annual report To ensure that the FTE categories are correctly populated differentiate between the following Scientist A research worker responsible for original thought judgments and accomplishments in independent scientific study This includes investigation leaders and project leaders and portions of the time of supervising scientists or staff assistants who meet the preceding definition Examples Professor Associate Professor Assistant Professor Scientist Professional A professional does not qualify as a scientist under the preceding definitions but may still significantly contribute to research activities Professionals usuall
37. A approval the PD or SA must submit changes to NIFA and await NIFA approval before the changes become permanent The Project Changes module also allows PDs and SAs to view the history of changes that have been made to the project over its duration Sometimes a progress or final report cannot be submitted until a pending change at NIFA is approved This must be taken into account in order to meet reporting deadlines Final Report You will note that in the old CRIS system the exact same form was used for both Progress Reports and Final Reports In REEport these two report types are differentiated by title and section in the software While submission of a Progress Report provides required progress data it does not change the status of the project Submission of a Final Report is what triggers the status of a project to change from active to completed i e terminated Users will notice that the Final Report follows the exact same format as the Progress Report However the Final Report pertains to the DURATION of the project not just a yearly reporting period which is what is covered by each of the previously submitted Progress Reports For the Final report publications not previously reported may be included as part of the outputs for the duration of the project Example A year project runs from Oct 2012 through Sept 2015 There will be two progress reports one covering the reporting period from Oct 2012 Sept 2013 and on
38. ARC will make the final submission under ARC s authority Editing can still be done up until this point Please call if you need to do any editing after you sent it to the ARC through REEport The data can be sent back to you for your continued use or minor edits can be done for you in the ARC Following are instructions on logging in to REEport and completing the forms To assist you there are screen prints of the pages you will see as you move through the process For assistance please contact Ellen Yeates in the ARC at eyeates wsu edu 509 335 4563 Start at the NIFA Reporting Portal located at http portal nifa usda gov As your name is added to REEport as a PD Project Director you will receive an email to your WSU email address to confirm receipt and to take you through the process of selecting your password As aPD you will be assigned a User Role that will enable you to complete the Project Initiation and Progress Report forms You will also be able to submit them to the next level the ARC for review either by yourself or through your Department s or Center s clerical support Clerical support personnel will have authority to review and edit your forms as well before they are sent forward As in CRIS both faculty and clerical support User Roles will not allow anything to be submitted directly to USDA NIFA As needed forms may be electronically sent back through REEport with attached comments to the PD for major revisions Th
39. C and if an Extension appointment is involved by the Associate Director for Extension Although the above procedures are not new this memo has been sent out as an annual reminder If you have any questions please do not hesitate to call Ellen Yeates at 509 335 4563 NOTE ARC RESEARCH EXTENSION TRAVELERS Please remember to tell the person doing the travel paperwork that the trip is Multi State and to please send this paperwork to Ellen Yeates in CAHNRS at ARC mail stop 6240 not the Business and Finance Office Box 646240 Pullman WA 99164 6240 509 335 4563 Fax 509 335 6751 AgResearch wsu edu arc wsu edu 94 Flowchart for Processing Travel Authorities TA s for Multi State Trips The Department or Business Center is to prepare the TA on paper for the registered participant and have the Dept Chair or Director sign Be sure to add the number 1 BEGIN of the Multi State group such as W 2001 SCC 80 etc After Dept Chair or Director signs either mail or fax the TA to Ellen at the ARC fax 509 335 6751 TA is signed by ARC and or EXT and a pdf copy is emailed back to the department Reimbursable purchases may begin If you want ARC s CTA account to pay for the airfare have the authorized travel agent call Ellen at 5 4563 If tickets were purchased and ARC does not authorize the trip on the TA then the expense of the ticket will be the traveler s or the traveler s department s res
40. EV to explain that actual meal expenses are claimed if under the per diem amount for that area 12 When do get the money back my ARC project budget You receive copies back of the signed TA and TEV as they are processed Your monthly budget pages will show charges for airlines etc as we go Please compare your calculations with mine When you receive the reimbursement memo at the end of the quarter show the participant and the combined amount being reimbursed for Cost per diem and Airfare including ticketing fees as they apply to your project budget Call immediately if your amounts differ and we can work it out Sometimes Travel makes an adjustment in an item on the TEV Reimbursements are paid at the end of each quarter July Aug Sept 1 Quarter travel is reimbursed the first part of October Oct Nov Dec 274 Quarter travel the first part of January Jan Feb Mar 3 Quarter travel the first part of April Apr May Jun 4 Quarter travel the first part of July before the fiscal year cutoff 13 What if the department had already made purchases on an administration or other budget for expenses before the TA was authorized for the trip with the correct accounts to use This can be avoided if the correct procedures are followed from the beginning in getting authorization for the trip to be taken at all However if this does happen for some reason please give ARC a call and we can determine the best procedure Most time
41. Es on the Participants page see details below In the Final Report you should report FTEs for the reporting period only just the same you would as if you were filling out a Progress Report for the final year of the project In summary e FTEs in the Final Report on the Participants page should be calculated and reported for the FINAL REPORTING PERIOD YEAR only e All other data reported in the Final Report should apply to the PROJECT DURATION Final Report Data Fields Because the help text and instructions for filling out the Final Report are identical for most of the data fields in Progress Report you should refer to page 60 Progress Report Data field Definitions amp Instructions section of this manual for guidance pertaining to the specific pages The only page in the module that is different from Progress Report is the Terminate page Instructions for how to terminate a project follow on the next page kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 73 How to Submit a Final Report Terminate a Project The terminate screen is the only difference in Final Report from Progress Report The following screenshots show what happens when you submit a Final Report to NIFA in order to terminate a project Step 1 After you have filled out all the appropriate fields in the Final Report you can either click next from the Change Problems page or you can save all your work and then click Terminate on the menu bar at t
42. PROCEDURES FOR ARC PROJECTS Revised April 2015 Agricultural Research Center Washington State University Table of Contents THE PROJECT SYSTEM AN INTRODUCTION 0 14 5 DEVELOPING AN ARG PROJECT accesses cscacecssseesrastzaoverseaeutadapeess duedacg sented 6 First Step Consult Your Department Chair Center Director 6 REEport a eran ee ed eee 7 second Step Describe the Project ie ee ea eee eee Deed ae eke 8 Third Step Develop a Project Outline Proposal Descriptions of 12 Areas to Address 8 Peer Review of Project Outline Proposal 10 Consider the Reviewers Comments 10 Prepare a Final Draft of the Outline Proposall ak orate die Lec eee 10 Use of Human or Animal Subjects SEA eae heeded ee 11 Preparing REEport Documentation oven ete eee en 11 eee 12 Whats ine REEDOM 12
43. Project Contacts Project Director Site Administrator Select from list of Project Directors Name Carter Catlin Jr Email Address ccatlin tnstate edu First Name Middle Name Last Name Phone Number 000 000 0000 Email Address Phone Number 29 Funding Source The funding source is prepopulated on this page based on what you chose when you clicked create a new project The options for formula funding sources are Hatch Hatch Multi State McIntire Stennis Animal Health Evans Allen and Renewable Resources Extension Although it is not a NIFA formula funding source there is also the option for State Status The status of a project is assigned by the REEport system and starts at the Draft section Various actions taken by the PD the Site Admin or NIFA personnel NPL or NIFA Admin will trigger the REEport system to automatically change the status and move to another section as appropriate Draft to Pending etc Summary of status definitions and action triggers for automatic change Draft All project types start in project initiation in Draft status Even though a draft project maybe move into additional stages i e your Submitted and Pending Submission to NIFA folders the status of the project will not change until a decision action has been taken by a NIFA National Program Leader NPL Here are NIFA s possible decisions on the status of the project Active This signifies a project that is has been
44. You may browse all the CIP codes here http nces ed gov ipeds cipcode browse aspx y 55 kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 62 TARGET AUDIENCE Section Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Target Audience Fields marked with an asterisk are required for submission View past Progress Reports View project proposal List the Target Audience for this project More I Nothing to report E BZ Uxx one a e 4 The target audience s you describe on this progress report should include only those that the efforts for this reporting period were focused upon This may mean you are only listing a subset of all of the original target audiences you listed in your project initiation Target audiences include individuals groups market segments or communities that will be served by the project Where appropriate you should also identify population groups such as racial and ethnic minorities and those who are socially economically or educationally disadvantaged Efforts include acts or processes that deliver science based knowledge to people through formal or informal educational programs Examples include formal classroom instruction laboratory instruction or practicum experiences development of curriculum or innovative teaching methodologies internships workshops experiential learning opportunit
45. a is entered 83 MULTI STATE RESEARCH PROJECTS The need to research certain types of problems on a Multi State basis has been recognized by USDA administrators A percentage of federal Hatch funds are earmarked to be spent on approved Multi State research projects These Multi State research funds at WSU approximate 25 of the total federal allocation To qualify for Multi State research status a Multi State research project must be approved by the appropriate region s SAES directors association and the Multi State Research Office of USDA CSREES Western Multi State Research Projects are designated by W followed by an identifying number e g W 3147 Some ARC researchers are involved with Multi State projects from other regions e g Southern S North Central NC and North East NE Projects of national scope are pursued through the National Research Projects NRPs or National Research Support Projects NRSPs The strength of Multi State research is that it brings together the resources and expertise from several states to investigate a particular problem and minimizes duplication of effort Multi State research projects usually result from region wide problem being presented through an SAES director to the regional association In most cases the need for Multi State research is brought to the director s attention by a researcher Briefly the steps to initiate a Multi State research project are 1 Identification of the proble
46. actions or conditions of a target audience Include a description of how the output s will be Evaluated and or quantified for its impact on the intended audience s Defining Efforts Efforts include acts or processes that deliver science based knowledge to people through formal or informal educational programs Examples include formal classroom instruction laboratory instruction or practicum experiences development of curriculum or innovative teaching methodologies workshops experiential learning opportunities extension and outreach Defining Evaluation Demonstrating that evaluation will be part of your project means that you describe the plan steps to be used to evaluate or measure the success of the project Provide a listing of the types of evaluation studies planned and types of data that will be collected emphasizing key milestones and measurable or quantitative indicators of success The project evaluation plan should relate milestones and indicators of success to expected project outcomes accomplishments and impacts kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 53 SUMMARY Section Home Progress Report Project Change inet Report Site Adminis The non technical summary is your opportunity to briefly sum up the importance of your project in terms that general citizens can understand i e citizens without scientific backgrounds A good nontechnical summary is composed of 1 2 succinct paragraphs that cover
47. air sign before sending it on to ARC When ARC receives the TA it will be signed by ARC and Extension if needed and sent back to your department We can then work on purchasing other travel items such as tickets and registration 97 9 10 How does ARC pay airline charges for me and determine airfare reimbursement The best procedure is to have ARC purchase the itinerary you work out with a WSU approved travel agency This only happens after the TA is submitted and signed by the ARC Director The agent can call Ellen Yeates directly at 509 335 4563 and it will be charged to the ARC CTA account Through PaymentNet it will be split out accordingly to all applicable budgets in the correct percentages as listed on the TA It also helps the departments especially if ARC is responsible for all the expenses of an annual Multi State Committee instead of an annual Research Project meeting ARC will pay for travel to and from the Multi State event but additional travel as it applies to another meeting will be charged to that meeting or not reimbursed if it applies to personal leave for example rental car or another plane ticket or an additional leg of a flight Flight reimbursement will be calculated as roundtrip from the Multi State meeting location Additional documentation from the travel agent may be required to make the determination if other legs of travel have been purchased at the same time for another meeting The travel agent should produ
48. alue is In addition you can click on the history tab to see any past changes that occurred on the particular project Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Summary History Comments Change Summary Click here to return to Project Changes Listing Below is a list of changes that were made to this project Value Was Value Is Now Keyword Assignments dfgdfg wheat Heme Project Initiation Progress Repart Project Chasge Final Report Site Administration Summary Mistery Comments Change Summary Click here to retum to Project Changes Listing 72 REPORT DATA FIELD DEFINITIONS amp INSTRUCTIONS The Final Report module is the module to use 1 Whenever a final report is due within 90 days of the anniversary End date for non formula Grants that have used up the original End Date and all extensions of the grant 2 Within 90 days of the End Date for formula project Hatch etc 5 years maximum or When a PD wants to terminate a project early REEport system creates a shell i e draft of the final report for any project that is put into active status This means that the PD can submit a final report at any time during the life of the project to terminate it The Final Report home screen appears similar to the project initiation and progress report home screens You can searc
49. ard Browning EVANS ALLEN test102 PDF 9000009 TEN 12345 2011 10 05 2012 10 05 GRANT102469302009 02162 Suping Zhou NON FORMULACharacterization of root proteomesf PDF 5 0 Progress Report s Submitted to NIFA Accession Project Reporting Period Grants gov Proposal Project Director Type No progress reports to display Requires Mozilla Firefox 3 5 or higher 8 0 or higher kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 60 COVER PAGE Section The cover page in the progress report module is identical to that of project initiation both formula and non formula It does not require you to add any additional information from what was already approved in the project initiation and is therefore completely prepopulated Cover Page View past Progress Reports View Project Proposal Funding Source Sate B Project End Date Reporting Period End Dute October 04 211 October 04 2012 States and Organizations Collabor sting Partnering States B Collaborsting Partnering Organizations ALASKA Countries Collaborating Partnering Countries B Project Contacts kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk PARTICIPANTS Section Home Project Initiation Progress Report Project Change Final Report Site Administration Participants View past Progress Reports View project proposal Nothing to report Project Director First Name Middle Name Last Kame Email A
50. ary 2015 through September 2015 end of FY and will be due March 1 2016 see details below Progress Report Due by March 1 annually for each reporting year of the project but may be submitted within the 90 day period preceding March 1 Per the policy change noted above formula reporting must follow the federal fiscal year so each Progress Report still covers one federal fiscal year or a portion thereof depending on the start date of the project If the project begins in the midst of the federal fiscal year the progress reported on in the first Progress Report is the start of the project through the remainder of the federal fiscal year All subsequent Progress Reports cover each full federal fiscal year NOTE REEport works by automatically creating a Progress Report shell for any formula project that was approved and obtained active status in a given fiscal year This applies even if the project was only active for a short period of time For example a project that was approved and active only from 9 1 2015 through 9 30 2015 will have a Progress Report shell created for it and due by March 1 2016 In theory the progress report would be a report on only one month s worth of work NIFA recognizes that such a short period of time may result in there being nothing to report That is acceptable and the PD should state nothing to report in any text fields which require text Each subsequent year s shell is cr
51. as the number of total hours worked divided by the maximum number of compensable hours in a full time schedule as defined by law For most NIFA partners and places of employment a full time schedule as defined by law equates to 2 080 hours of work 52 weeks multiplied by 40 hours per week Thus a person who works 40 hours per week for 52 weeks of a project s duration i e 1 year of a project equals 1 complete FTE If that same person works a full time schedule on a 5 year project then that would be equal 5 complete FTEs 32 INSTRUCTIONS NIFA suggests that you enter the estimated full time equivalent s FTE that will support this project over the course of the project s duration However since this is a new project the ARC suggests you only enter 0 1 in the box for Scientist This is just the minimum estimate of the PD s time The actual FTE s worked will be submitted on the annual reports This serves to get the project through the NIFA s review The following information is for your explanation only it describes the general participant categories e Scientist A research worker responsible for original thought judgments and accomplishments in independent scientific study This includes investigation leaders and project leaders and portions of the time of supervising scientists or staff assistants who meet the preceding definition Examples Professor Associate Professor Assistant Professor Scientist e Professional
52. assword link at the top of the portal login screen and follow the instructions N IFA REPORTING PORTAL ag USDA Reset password IMN The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners NIFA with format that is insightful Latest News 2 Click the REEport link that appears on your welcome page under Active Applications All 3 REEport users will have a slightly different link name since the name of the link associates them with a particular institution Note If you do not have a REEport link listed under your active applications that means you have not yet been set up with a user profile check with your Site Administrator if you have one If you do not have a Site Administrator send an email to reeport nifa usda gov Ea NIFA Reporting Portal Welcome Carter Catlin Jr You will be brought to your REEport home page where you have the ability to start new projects and manage existing projects 23 Navigating the Software When moving from screen to screen in REEport regardless of the module you re in i e Project Initiation Progress Report etc you have the ability to use the menu bar at the top and also to use the navigation buttons provided at the top and bottom of each screen Option 1 When moving from cover page to participants you can c
53. ation of Instructional Programs As of the 2014 federal fiscal year REEport requests CIP codes for student FTE amounts claimed on Annual and Final Reports The ARC is currently gathering that student data from WSU listings and will complete this area of the report based on those students getting paid on the project Here is the most current location to search for the code that describes a student s field of study http nces ed gov ipeds cipcode browse aspx y 55 76 Farm Classification of 36 Areas of Research In the future REEport may require Annual and Final reports to indicate one or more of the 36 classification areas numbered in red of the federal Farm Bill with which the project is most associated You can find them here htto Awww usda gov documents Bill 6124 pdf The original text is in Section 7406 page 948 953 If NIFA does require these the ARC Office will probably be the one determining the most applicable codes 110TH CONGRESS 2D SESSION H R 6124 AN ACT Excerpts from Pages 948 953 SEC 7406 AGRICULTURE AND FOOD RESEARCH INITIATIVE 2 PRIORITY AREAS The competitive grants program established under this subsection shall address the oS 21 22 following areas A PLANT HEALTH AND PRODUCTION AND PLANT PRODUCTS Plant systems including i plant genome structure and function 1 molecular and cellular genetics and plant biotechnology 1 conventional breeding including culti
54. blishment and maintenance of a permanent and effective agricultural industry in the United States The Administrative Manual for the Hatch Experiment Station Act as Amended also states Research may be conducted on problems of local state regional or national concern Source personal correspondence Henry Bahn to Vicki McCracken 1997 DEVELOPING AN ARC PROJECT At all times research faculty must be an active member of one or more of the following ARC projects a individual team and or Multi State research A new faculty member with a partial or full time research appointment should generally plan to develop and submit a research project through department or research center channels to the ARC within 4 months following employment It is recognized that new employees must be allowed adequate time to explore and identify research that is needed before beginning the process of project development New faculty members should seek the counsel and guidance of their department chair center director soon after employment concerning the development process An approved ARC project is necessary in order to pay the salary of that faculty member and the associated staff and graduate students The new faculty member can also elect to join another researcher s project immediately and then develop their own project later Discuss this option with the Chair Director and also the Project Director of the research to determine if this is a good
55. ce a simulated itinerary with the pricing for the basic roundtrip without the additional legs for another meeting or personal trip How are Multi State TEV s completed receipts explanations per diem rates signatures Use your signed TA copy that return to you as a guide in completing the TEV This will have the most accurate information if changes were made at ARC after you sent it in for signatures You will especially need to refer to the account numbers and the percentages charged to each account Also check on the distribution of expenses if another meeting or personal leave needs to be taken out of the Multi State calculations Look in the Exceptions area for additional comments that can affect the way monies are split including subtracting out personal expenses for annual leave Include another budget number as needed if expenses including pre purchased items such as airfare and registration will go over the maximum reimbursement amount and you want some other account other than the project budget to pick up the remainder Be sure to double check the per diem rates for each city where meals are claimed Alaska and Hawaii are unusual and use a foreign rate classification If you are not sure please call the Travel Dept or ARC for help in determining rates For foreign meals be sure to add the meals and incidentals amounts together for the total meal rate before applying the percentages for each meal 25 Breakfast 30 lunch 45
56. ch project must have at least one line of classification a classification line consists of one KA one SOI and one FOS To allow for identification of multiple objectives on a single project up to ten classification lines may be entered on a single project and all lines must be assigned a percentage No line may be less than 10 The available codes from which you may choose are defined in the Classification Manual which can be found here http nifa usda gov resource manual classification e Knowledge Area An important and highly useful series of classifications is the classification by Knowledge Area KA The 79 knowledge areas comprising the KA classification are arranged into nine topic areas e Subject of Investigation This Subject of Investigation SOI series provides an additional facet for classification It is generally the object of the research or activity the class of plant animal organism material process procedure etc under investigation e Field of Science The Field of Science FOS classification consists of a modified version of the fields of science used by the National Science Foundation for various government wide reports In the future NIFA says that the project will also be classified according to research being performed in one or more of the 36 areas as designated in the Farm Bill For list of the Farm Bill Classification Areas see page 77 The ARC will probably be responsible for adding this cod
57. cooperators from other colleges or states Do not list graduate students research technicians or post doctoral associates Institutional Units Involved List each subject matter unit in the agricultural experiment station and any other units of the institution contributing essential services or facilities The responsibilities of each should be indicated If there is an advisory coordinating or directing committee for the project the official title of the committee should be listed Cooperation List the U S Department of Agriculture or other station institution or agency expected to cooperate on the project f the project is Hatch Multi State also list the group s number i e W 6 NC 1023 8 Justification In this section present 1 The importance of the problem to agriculture natural resources and rural life of the state and region 2 Reasons for doing the work such as the needs the project will fill and doing the work at this time 3 Ways in which public welfare or scientific knowledge will be advanced Previous Work and Present Outlook Write a brief summary of pertinent previous research on the problem citing the more important and recent publications from the USDA NIFA search as well as from WSU the status of current research and the additional knowledge needed to which the project is expected to contribute Append literature citations at the end of the project outline Objectives Present a clear complete
58. d at the discretion of the director 96 5 What Multi state events paid for by ARC Extension The Multi State event most often paid for by ARC Extension is the authorized annual meeting of their group On occasion and as an exception with prior approval from ARC Extension funds may be authorized for a participant to attend a meeting to produce a publication or a rewrite revision of the current project or committee 6 Where can find the most current Travel Policies There is a copy of the most current Multi State travel policies on the ARC website at http cahnrs wsu edu research grant resources reeport instructions hatch multi state your departments there should also be a printed copy of the Memo that is emailed every year for your records in August along with any updates throughout the year How 1 able to use the project s budget if it shows as overdrawn for the travel expenses It may be a possibility that the project budget and or Extension operating budget gets overdrawn for Multi State travel expenses However these expenses are reimbursed at the end of the quarter by ARC Extension up to the maximum reimbursement amount currently 1 200 00 through a journal voucher entry You need to use the project budget so we can show that Multi State monies are being used on behalf of the program Any expenses over the maximum remain as an expense on the budget so it still may show some negative amount if no additio
59. ddress Phone Number BuplingStnstate edu 615 963 5828 Co Project Directors actual FTEs for this Reporting Period Rote Faculty and Students within Staffing Roles Computed Total by Role ton Studena Undergraduate Graduate Post Doctorate 00 00 00 00 0 69 Project Director and Co Project Directors Both of these fields are prepopulated with the information originally entered in project initiation any changes would need to be made through the Project Change module Actual FTEs for the Reporting Period Note that there is a nothing to report box at the top of the page above the project director field You may click this box OR you can enter 0 1 in the Scientist box since ARC will be editing the final FTE numbers 61 The following FTE instructions are for your information only Enter the actual Full time equivalent s FTE that supported this project over the course of this reporting period only refer back to your cover page for the exact reporting period Estimated Project FTEs for the Project Duration FYI An FTE is defined as the number of total hours worked divided by the maximum number of compensable hours in a full time schedule as defined by law For most NIFA partners a full time schedule as defined by law equates to 2 080 hours of work 52 weeks multiplied by 40 hours per week Thus a person who works
60. difficult to assess an individual s clerical and labor support to any one project they usually support groups of researchers of different projects in a broad manner such as by ordering supplies typing reports managing bill payments performing janitorial work Examples Secretary Typist Repairman Janitor Data Entry kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk GOALS Section Mame Progress Prajt Change Final Rapart Sive Goals Objectives What are the Major Goals of this Project Provide a clear concise statement of the goals objectives of the project You may use paragraph format or bulleted or numbered lists There is no minimum or maximum number of goals to include for a project but all goals should be specific and attainable within the duration of the project and with the available resources refer back to your estimated FTEs for project duration and the amount of formula funding that has been made available to you In general goals should answer the question What major achievements and milestones does the project hope to realize kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 49 PRODUCTS Section Meme Report Prejt Change Final Report Sine Adminiswration Identify the products outputs that are planned as a result of this project You may use paragraphs and or lists NIFA considers the terms products and outputs to be synonymo
61. direct changes in REEport Q Can Site Administrators edit a project a PD has entered A Yes the Site Administrator has the authoriztion to edit a project a PD has entered Q Can you print blank copies of the forms from REEport A No You cannot print out blank copies of the forms in REEport However contact the ARC and ask for the forms they made in Word doc format that you can use if you cannot access REEport The data can then be cut and pasted into REEport later yourself or by Department staff or the ARC Q When an email notification goes to the Site Admin does and email notification also go to the PD A Yes the Site Admin and the PD are both notified via email The notifications come when the project is submitted if it is deferred or denied and when it is approve The department is not notified The ARC sends a memo to the department as needed to notify staff of the developments of the project Q Can you please clarify if the new Farm Bill classification will be in addition to OR instead of the Knowledge Area Classification that we have been using A Sometime in the future beyond FY15 the new Farm Bill classification codes will be required in addition to the current Knowledge Area Classification KA The KAs are used for many things but do not cleanly cross cut into the Farm Bill classification areas Q Where can find the REEport User Manual A The REEport User Manual can be found on the REEport public information website a
62. e Progress Report Financial Report Reports ProjectChange Final Report Site Administration SN nN OR IE ITT ES a Cre ie seg Project Proposal Fields marked with an asterisk are required for submission Browse Please upload your project outline PDF Upload e The ARC will use the PDF upload capability in this section to upload a PDF of your Project Outline original project proposal used in your institution s review process e Use the Checklist form on page 87 to track the required sections for writing the proposal Outline kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk ASSURANCE STATEMENTS Section Formula Only Not Required for Multi State Home Project Initiation Progress Report Financial Ropert Reports Project Change Final Report Site Administration Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Assurance Statements Fields marked with an asterisk are required for submission lt Previous save Click More for Statement of Policy 1 Are Human Subjects Involved No Yes Hf YES to Human Subjects is the Project Exempt from Federal regulations Yes M select the appropriate exemption number No no the IRB review Pending Yes IRB Approval Date Human Subject Assurance Number 2 Are Vertebra
63. e project initiation PDs should be aware that they will not be awarded any funds until NIFA has received the project initiation via REEport Many times the forms will be requested immediately Progress Report Progress reports are due on the Anniversary Date The anniversary date is the month and day of the current year as displayed in the End Date as indicated on the approved project initiation A PD has a 90 day window to submit the report to be considered on time It may also be submitted up to 90 days prior to the anniversary date Many AFRI grants require this early reporting to determine continued funding Example A project shows a Start date of 06 01 2014 and an End Date of 05 31 2018 The project s anniversary date is 05 31 20xx every year for reporting purposes Final Report Due on the anniversary date of the project and up to 90 days beyond that date to be on time Summary Chart of Due Dates for Formula amp Non Formula Projects Formula Projects Non Formula Projects Project Initiation May be submitted at any time As soon as notification of award is received start date may be future dated Progress Report March 1 may be submitted up Anniversary Date may be submitted to 90 days prior up to 90 days prior Financial Report February 1 submitted by BFO Not required Final Report March 1 may be submitted at Anniversary Date may be submitted any time to terminate the project at any time to t
64. e REEport on their own please make sure to include the PD s name phone number and institution Also include the Accession Number and Project Number if your question has to do with a specific project Then include a brief statement 1 3 sentences will suffice about what your technical issue is if you re having a software problem or what your question is regarding project data and or associated policies Phone Voicemail Instructions Please be prepared with the above information and list it in your voicemail if your phone call is not immediately answered This allows PARS the ability to research your issue and gather applicable information before returning your call Data Queries and Reporting NIFA offers data query services to its partner institutions All data entered through REEport are stored ina database that is searchable through various channels The NIFA Planning Accountability and Reporting Staff has team member who can help direct you to the most efficient means of searching the database depending on what your reporting needs are This is also called doing a CRIS Search see instructions on page 7 Log in to the following NIFA Portal URL https portal nifa usda gov portal The general public can also use the CRIS system to pull up research and so your Project Initiation pages and Annual reports should be written to be readable by the average person The information provided through REEport will help users grantees grantee i
65. e attending to do a presentation on behalf of the It may be in the best interest of the traveler to join the project officially if they are faculty and may be contributing in the future or need an ARC project for funding Exceptions to this policy must be reviewed and approved in writing by the Director of the ARC and if an Extension appointment is involved by the Director or Associate Director of WSU Extension Please review the Travel Memo for additional procedural information What if more than one participant wants to attend the meeting More than one participant can attend the meeting but only one will have their travel expenses reimbursed by ARC The other participant s must find funding from other sources in their own department or grants The TA s should specify which traveler has been designated as the Multi State participant for ARC funds How do get a participant registered a project so they go to the annual meeting Submit a participant s Appendix E signed first by their Dept Chair or Director to the ARC for the Ag Experiment Station Director to sign to approve their addition If the participant also has any or all of their appointment with Extension then the Extension Director will also sign The participant must have the Appendix E done and in the NIMSS system and a TA sent to ARC before funds will be authorized for their travel If the TA comes in at the same time as the TEV expenses will be reimburse
66. e covering the reporting period from Oct 2013 2014 After those two Progress Reports have been submitted a Final Report will be submitted that covers the entire 3 year project duration from Oct 2012 Sept 2015 Thus there will be no Progress Report for the period Oct 2014 Sept 15 IMPORTANT NOTE There is one major exception to the above rule on reporting against project duration that is how the project reports FTEs When reporting ACTUAL FTEs in the Final Report you must report only FTEs starting from the most previously submitted Progress Report to the submission of the Final Report i e a reporting period s worth and not the project duration s worth In the above example the FTEs you would report in the Final Report would cover only the period from Oct 2014 Sept 2015 Policy Note Final Reports must be submitted by all formula and non formula grantees Failure to submit this report will result in the PD being suspended from receiving any future grants from NIFA until the report has been submitted Site Administration only accessible by the Site Administrator in order to setup institutional database Reports Operational reports can be searched and sorted per the capabilities of the old CRIS system Now projects can be found by End Dates the reports that are due old progress reports can be viewed etc 15 Research Project Types Requirements amp Due Dates A NIFA formula funded project Capacity Grant i
67. e first column and Students with Staffing Roles in the subsequent three columns To ensure that the FTE categories are correctly populated differentiate between the following e Scientist A research worker responsible for original thought judgments and accomplishments in independent scientific study This includes investigation leaders and project leaders and portions of the time of supervising scientists or staff assistants who meet the preceding definition Examples Professor Associate Professor Assistant Professor Scientist 48 e Professional A professional does not qualify as a scientist under the preceding definitions but may still significantly contribute to research activities Professionals usually hold one or more college degrees and have otherwise qualified for employments in a professional category Generally professionals have a high degree of research activity responsibility but do not hold principal investigator status or equivalent at the reporting institution Examples Department Head Resident Director Statistician Analyst Assistant Director Dean e Technical Technical Staff are associated with research efforts in a technical capacity and do not participate in the investigative aspects of the research Examples Lab Assistant Mechanic Carpenter Machinist Skilled Tradesperson e Administrative and Other These are clerical and support staff who contribute to the nontechnical support of the project It is often
68. e forms can be edited and forwarded again to the ARC 11 INTRODUCTION to REEport What is REEport REEport is the National Institute of Food and Agriculture s NIFA singular non formula grant including competitive and formula grant project reporting system building on and replacing the previous Current Research Information System CRIS web forms system as of May 6 2013 REEport NIFA s primary grant reporting system utilizes the Research Performance Progress Report RPPR a standard progress report format that federal research agencies are required to use The system collects technical and financial data about projects NIFA has funded and allows grantees to report significant accomplishments and impacts of their research extension and education work Background As part of this electronic workflow process NIFA designed a notification system that allows all persons connected to a project Site Administrator Project Director National Program Leader NIFA Administrative Staff other Site Administrative Staff to receive automatic email notifications relevant to their involvement in the project approval and project progress monitoring process NIFA administers several formula funded research programs Each formula funded program is subject to a set of administrative requirements as set the Administrative Manual for the McIntire Stennis Cooperative Forestry Research Program the Administrative Manual for the Hatch Research
69. e to the paperwork as well 56 Animal Health Component Projects receiving Animal Health formula funds under Public Law 95 113 will automatically be classified 100 Animal Health this field will be prepopulated with 100 based on the fact that you already chose Animal Health as your funding source when beginning this project initiation Other types of projects both formula and non formula demonstrating animal health research may include animal health percentages that percentage is subject to the Project Director s discretion and should be entered in this field Note IF no portion of this project supports animal health research you must enter 0 for the percentage you may not leave the field blank AREERA Integrated Activity An integrated activity is defined as a jointly planned funded and interwoven activity between research and extension to solve a problem this includes the generation of knowledge and the transfer of information and technology Note If you check yes for this question you will be required to fill out the activity percentage fields that follow Research Activities Once you enter any percentage for the research category additional percentage box fields will appear up on the page asking you to classify the type of research basic applied developmental into percentages The percentages on each section must always add up to 100 Note If you checked yes that this project is an integrated activity p
70. earching new wheat varieties you will want to include more than the word wheat as a keyword More helpful would words and phrases such as wheat wheat varieties cultivar and grain e HINT If there are specific words or phrases that you have used repeatedly in other sections of your project initiation i e in the non technical summary goals products etc then those same words or phrases should be in your keywords section Another way to think of keywords is that they should collectively resemble an abbreviated abstract of the project narrative Keywords can be a word or phrase that represents a concept and they can fit into three areas or levels general concept class or category of research and specific subject item of research e General Level Refers to overall objectives in the major fields of interest or disciplines It is best to include at least two general level keywords Examples HARVESTING MECHANIZATION e Class Level Refers to classes or categories of subjects or items and to moderately broad concepts or areas of interest which conceptually group the specific entry keywords into like classes It is best to enter at least 4 class level keywords phrases Examples are MECHANICAL ENGINEERING HARVESTING LOSSES CROP DAMAGE e Specific Entry Refers to the most specific concepts subjects or items under study It includes the specific plant animal or microorganism the specific equipment processes approach technique
71. eated upon submission of the previous year s Progress Report so the first report of progress in this scenario would come with the second Progress Report due March 1 2017 that would cover the reporting period Oct 2015 Sept 2016 16 Financial Report Due by February 1 for each year of the project Note that this is a policy change from the former AD 419 s which were due via CRIS Webforms on February 1 each year The CAHNRS BFO submits this Final Report Due within 90 days of the termination date on the final year of the project The Final Report may also be submitted at any time during the life of project in order to terminate the project early NIFA Non Formula Funded Projects Competitive Grants A NIFA non formula funded project is any research project funded by a non formula funding line or competitive grant that has been awarded to a grantee through the Grants gov application and approval process Once a non formula grant has been awarded the grantee is notified by a NIFA Program Specialist or National Program Leader that they must use REEport to complete project initiation and subsequent progress and final reports The ARC will assist in assigning a project number reviewing and submitting the forms Project Initiation Should be submitted as soon as the PD receives official email notifying him her that he she must log into the REEport system to complete project initiation While there is no due date for submission of th
72. ect start Project begins September 1 date 86 DEPARTMENT CENTER CHECKLIST FOR USDA REEport PROJECTS AS OF MAY 2014 Researcher Department Center Project Number Current Termination Date Received at ARC Date Outline Word doc emailed to ARC Refer to Procedures for ARC Projects Include the following sections e Not required for Multi State projects or for State projects Do not use a previous Outline Show research progress and publications based on the last 5 years Title Personnel Project Director and Others who are participants contributing essential services Institutional Units Involved List WSU Depts contributing services or facilities list what they contribute Cooperation list any USDA or other station institution or agency If Multi State list the group Justification Previous Work and Present Outlook Objectives Procedures Probable Duration list the project for 5 years If a McIntire Stennis Project include the Timeline Table Financial Support Needed Expected Impact s Bibliography and or Literature Citations Peer Review Compliance Report Form completed amp signed by Department Chair or Center Director e Not required for Multi State projects or for State projects Are there at least three reviewers not affiliated with the project Project Initiation Use for both New or Revised Projects Link to REEport http portal nifa usda gov Project Director Enter your own email address and personal
73. ed by a Site Administrator They are the Admin Support role and the Reviewer role These two roles have various viewing and editing capabilities in order to support the overall workflow process but neither have the submit capabilities of the Site Administrator or Project Director kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Logging In First Time User Verification Process All users must go through a verification process in the portal if they have not logged in before i e if they are not a previous user of REEport or have not logged into the portal for other purposes such as the Plan of WORK system or to access the Leadership Management Dashboard You will know if you are an unverified user if you do not have a password Only users who have set their own passwords are considered verified If you have never logged into the portal before and have not set your own password REEport is accessed through the NIFA Reporting Portal at http portal nifa usda gov 1 Enter your email and leave password section blank Click log in sin format that is both intuitive and insightful 21 2 You will be asked to re enter your email address and click send email iy NIFA Reporting Portal Reset Password For NIFA Employees you are NIFA employee please contact the NIFA Service Desk at 202 490 2910 in order to reset your Network password and use the new password to log i
74. een incorporated and after all signatures have been received Home ProjectInitiation Progress Report Financial Report Reports Project Change Final Report Site Administration Track Project Initiations Accession Number Project Number Proposal Number Performing Department x Project Director Create a New Project Expand All Folders Collapse All Folders 0 Project s In Draft Stage 1 Project s Pending Submission to NIFA None 1234 N A N A C 2 Sse PDF 0 Aaron 3 Project s Submitted to NIFA 0 Declined Project s 0 Deferred 5 kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 70 PROJECT CHANGES Section The ARC Office will submit Changes e Any changes that the PD or the PD s department wants to make to an active project must come through the ARC office for approval and submission just like the Project Initiation forms or a Progress Report It is requested by the Chair on a signed memo Project Change is set up in a very similar manner to the Project Initiation module The home screen for Project Change looks like the below screenshot with a series of folders that can be used to track any changes made to already active projects Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Track Project Change Accession Number Project Number Proposal Numbe
75. ele 9 Does the proposed study complement on going research in the department or in other departments at WSU Have relevant individuals or units been contacted for possible cooperation Consider the Reviewer s Comments Next in the procedure is consideration of the reviewer s comments and suggestions If the Chair or the project leader wishes to do so hold a meeting of the peer reviewers and scientist s who prepared the project The project leader can then respond criticisms and recommendations of the reviewers Prepare a Final Draft of the Outline The next step is to prepare a final draft of the proposed project It is the responsibility of the Chair Director to insure that all recommendations from reviewers have been carefully considered incorporated or rejected with adequate justification in the final draft An electronic Word doc copy of the final version of the Outline is sent to the ARC for final review editing converting to pdf and uploading to REEport with the project packet 10 Use of Human Animal Subjects Formerly called the Assurance Statement CSREES 2008 If the project involves research or data collection with human subjects including experiments surveys questionnaires interviews or observation of behavior animal subjects and or DNA RNA extra forms must be requested and processed Go to the website http Awww research compliance wsu edu 1 Human Subjects For the Human Subject Approval Form Institutiona
76. erminate the project 17 State Projects A State agricultural research project is any state funded project that receives funds from the state in which the research is being performed and in some cases may receive other private or institution funds They do NOT receive NIFA or federal funds for state projects The sponsoring agency is always the State Agricultural Experiment Station the ARC office that is electing to input such research data into REEport it is not required or used by NIFA NIFA provides this access to REEport as a courtesy to assist states in tracking research activities Requirements and Due Dates In REEport State projects are treated as formula projects in that all the same modules are available to fill out and submit into the system However there are no NIFA set requirements or due dates for these modules and the submission of any Project Initiation Progress Report Project Change Financial Report or Final Report does not require approval from NIFA WSU does require annual reports The State projects report with the formula projects This means that they are due by March 1 just like the Hatch projects Important Policy Note State projects are permitted to be entered into the REEport system as a courtesy to NIFA partners and to provide them with a system for storing and tracking the projects they choose However NIFA does not use review or perform any validation of state project data Enterin
77. fit for everyone Researchers who wish to form teams to explore and identify research areas may submit one ARC project to cover all members of the team The lead researcher will be responsible for gathering information from each team member to write the initial proposal the yearly progress reports and the renewal proposals Research teams may be composed of members from within one or more departments and must have a research appointment through the ARC After the proposal and Research Extension and Education Project Online Reporting Tool REEport forms have been approved by the USDA team members may elect to end their individual ARC projects The research portion of each team member s salary will be assigned to that project Therefore it will be incumbent on each team member to ensure that project renewals are sent to the ARC ina timely manner well before the termination date of their project Once an ARC project has been approved for a new faculty member that project number can be used until retirement providing the revised project proposal is submitted to the ARC two months before the termination date in order to get NIFA s approval before it ends Be aware that the new REEport system will no longer allow back dating the start date of the project It will only accept the current day s date as the earliest submission date The process and timeline for submitting a new and revised proposal is the same The researcher should plan adequate time
78. five or terminated Note If this is a McIntire Stennis project then include the Timeline Table in this section See the Timeline Table example on page 88 Financial Support Needed Present estimated annual allotments by funds to salaries and maintenance Base the estimates on analysis of requirements for labor equipment supplies travel and other operating expenses This information is used to assess the resources required for accomplishing the proposed research Acceptance of the proposed research does not represent a commitment by the ARC to directly provide these resources nearly all cases the will be expected to obtain most of the _ needed funding through grants and contracts Expected Impacts The SAES conduct research with the goal of providing information and technology essential for the future success of agricultural and natural resource based industries and the well being of society particularly in rural areas The experiment stations continually need to demonstrate greater accountability in their research efforts Conducting research that is relevant to the clientele and getting information and technology from these programs into the hands of those who can utilize it is critical to the success of the experiment station This is a short section 1 2 paragraphs maximum written in LAY TERMS that summarizes the practical relevance of the proposed research e g what are the benefits who will benefit etc and identif
79. fluenced to a large degree by input that flows up the system rather than down Additionally the system enables researchers to participate in a national network of research information that classifies research by subject of investigation problem area and academic discipline This helps avoid duplication of research effort and provides information to other researchers throughout the United States It also is a most useful tool when properly used for describing our research program to our constituents Strong emphasis is placed on maintaining an accurate up to date project system for both accountability and documenting the importance of research in sustaining healthy agricultural and natural resource sectors and the well being of individuals within the state of Washington The establishment and maintenance of such a system depends largely upon WSU researchers Without the participation of agricultural scientists the system cannot succeed The Hatch Act of 1887 established the State Agricultural Experiment Stations SAES Hatch funds appropriated by Congress each year and distributed to the states on a formula basis which includes a base allocation for each state plus an allocated amount based on the percentage of farm and rural population in the state compared with national farm and rural populations Wording of the Hatch Act as amended authorizes SAES to conduct original and other research bearing directly on and contributing to the esta
80. for dinner Reimbursement from ARC Extension for Multi State travel per trip at this time will not exceed 1 200 This includes any expenses that have been prepaid for the participant that does not show on the TEV such as airline ticketing and registration fees Signatures are needed by the traveler and the Department Chair before submitting to ARC for review and signature approval It is very important to get the TEV processed within 10 days of the trip otherwise you may miss the reimbursement date for that quarter or not get reimbursed at all if it misses the fiscal year end The ARC sends out reminders as the end of the quarter nears for any trip that has been authorized but expenses not submitted If cut off dates are missed or the TEV is very late in being submitted the ARC Extension Directors may choose not to authorize reimbursement It is up to each department to encourage their participants to turn in their receipts in a timely manner to process the paperwork This is especially true at the end of the fiscal year 98 11 The participant is claiming an exact amount for food instead of the diem amount Which rate should use If the amount is lower than the per diem rate ask your participant if they are sure they want to under claim If they want to claim more than the per diem rate even if they produce the receipts they will only be paid the per diem rate for that area Put a notation in the Travel Details area of the T
81. for the initiation or revision of a project New or revised projects should reach the ARC office at least 60 days before the work is actually to start Failure to prepare new project proposals or to revise existing ones on time increases the work of the department center clerical staff the ARC staff and personnel and finance offices A sample timeline for submitting paperwork for Hatch MclIntire Stennis and Animal Health projects is shown on page 86 of this document The revision of a project is as important as the annual progress report No funds can be expended on projects that have passed their termination date resulting in faculty and staff salaries and operations being charged temporarily to research administration Obviously such charges do not accurately report research and or administrative costs and cause considerable additional work as noted above Please submit project revisions at least 60 days in advance of termination date The research project new or revised must follow the specified project Outline described on pages 8 9 The amount of detail provided should be adequate to clearly describe the research effort but in many cases is less than that required for most competitive grant proposals THE FIRST STEP Consult Your Chair Center Director The first step to take in developing an ARC research project is to discuss the research need opportunity with the department chair or center director This allows them to determine at an ear
82. fore will allow you to reuse project numbers Q Can the PI complete and submit the forms without entering in a project number For example to start a new project enter in WNPSMITH to fill in the field A The Project Number is a required field Therefore your example works since you are entering something If you are not doing a revision and re using your number then the ARC will be assigning a new number before submission Q For the Start Date we often have Mclntire Stennis projects where the start date is the past due to funding delays Will there be an allowance in the future for back dated start dates Or must we select the current date even for McIntire Stennis and thus wind up on a non standard or shortened cycle A back dating will be allowed REEport any formula project including McIntire Stennis You must use a date in the near future usually the first of the month for a new project or the first of the month after the current End Date Depending on when it actually gets submitted by ARC and approved by NIFA then the Start Date may change NIFA does not backdate their approval date if is has gone passed the requested Start Date Q Do you have a list of common keywords that can be used that is a pull down A You can access the USDA Thesaurus at http agclass nal usda gov dne search shtml Q Are FTE s for a project initiation optional and therefore an estimate does not have to be submitted A Correct
83. g State projects is left to the discretion and control of the State Agricultural Experiment Station 18 General Workflow Submission and Approval Processes REEport is designed as a singular reporting system that electronically manages all stages of non formula and formula projects from project initiation to approval applicable to formula projects only to termination Within the life of any project the system also manages the electronic workflow of making changes and resubmitting for approvals sending documents back between organizations to add information or correct mistakes and storing copies of all versions of any project At any point in time depending on user role privileges Project Directors Site Admins or NIFA personnel may use the system to view electronic data fields Generally speaking all REEport documents follow this basic workflow Draft gt Submit for Review at institution level gt Submit to NIFA gt Project Status Changes per NIFA Decision When thinking about the ife of a project not document level as above you can think of the workflow always beginning at project initiation and ending with project termination as depicted below Remember that the life of a project includes all the various reports documents that are submitted into the system as part of a project s requirements formula and non formula are differentiated below where applicable Project Initiation Draft gt Submit for Review at
84. g researchers together to coordinate related research without the need for a formal Multi State research plan and to organize technical conferences work groups task forces or symposia for exchange of experience and opinions The same type of committees exist in the other regions NCERA NCAC NCCC NCDC NEAC NEC NECC NEERA SAC SCC SDC SERA Multi State Research funds may be used to support the travel of participants to the committee s annual meetings but coordinating committees are not eligible to use Multi State Research funds for research Accordingly a researcher does not have to establish a Hatch project solely to participate WERA researcher does need to have an appropriate Hatch project for research done in the area covered by the Multi State committee After a researcher has formally joined a Multi state research project salaries will be paid through the accompanying ARC project at the same percentage listed on the original Appendix E If the appendix E includes technicians or postdoctoral employees their salaries must also be paid through the ARC project at the percentage listed Please refer to the memos in the Examples section for more detailed information about using ARC funds to travel to the authorized annual meetings for Multi State projects 84 EXAMPLES of FORMS Tables of Processes 85 SAMPLE TIME LINE FOR SUBMITTING A NEW OR REVISED ARC PROJECT TASK DATES Pre planning Discuss idea w
85. h from projects for which you want to submit a final report or you may use the folder views to see lists of projects for which a draft shell has been created by the system for you to fill out and submit Note that there is a final reports past due folder where you can find a listing of the projects with Final Reports that are past due after the 90 day on time submission window In this Final Report folder if you open up any of the PDFs of the project you will note that the status says complete This is because the REEport system automatically terminates any project that has passed its original end date even if a Final Report has not been submitted It is important for PDs to remember that this action does not absolve them from needing to submit a final report for any non formula or formula projects failure to submit the final report will result is his her not being permitted to receive any future funding from NIFA both competitive grants and non formula funds until the report has been submitted this applies even if the PD moves to another institution Important Reporting Requirements on Final Reports IMPORTANT Final reports appear exactly the same as progress reports with the same data fields and questions However the data entered in a final report should apply to the PROJECT DURATION not just the final reporting year progress reports only cover one reporting period year The only exception to this rule is the FT
86. h new or revised project submitted to the ARC office A sample Peer Review Compliance Report is shown on page 90 of this booklet and may be copied This document may be revised as deemed appropriate for the particular unit If asked to review a proposal some guidelines are given below Use these to the extent that it is practical for a particular project to help provide a uniform reviewer format These questions are also in the Request Letter 1 Does the outline clearly state the problem to be solved or specify the nature of the knowledge to be sought 2 Are the objectives clearly stated and sufficiently specific that accomplishment within a reasonable project duration can be expected 3 Do the procedures suggest reasonable approaches to the accomplishment of each objective 4 Does the outline give evidence of the leader s familiarity with essential literature concepts and methods relevant to the research 5 Are the experimental materials methods samples and criteria of measurements likely to provide interpretable results 6 Are adequate provisions made for the scientific competencies essential to the conduct of the research 7 Are definable benefits being sought and if so are they attainable from the successful pursuit of this research Have appropriate means been identified for disseminating the research findings 8 15 the project likely to contribute significantly to the cumulative knowledge of the discipline and the targeted client
87. he ARC and Extension funding will be split according to the traveler s appointment percentages the traveler holds appointments between ARC and Academic Programs in CAHNRS the ARC will pay for the travel In all cases the total applicable reimbursable funding for airfare food lodging and incidentals as allowed by WSU travel guidelines will be limited to 1 200 00 Funding for authorized travel under this program that exceeds the 1 200 00 provided by ARC and or Extension must come from other appropriate sources such as authorized travel funds already written into grants other departmental funds or the traveler s personal funds Travel to and from the annual meeting must be by the least expensive mode of travel unless prior approval has been received For example if airfare to a meeting is 300 00 and a rental car charge would be 500 00 we would pay for the airfare or reimburse 300 of the rental car charge We expect reservations to be economical Please note that when traveling outside the country or domestically U S carriers must be used per USDA requirements In order to have airfare reimbursed it must be charged to an approved ARC Multi State project and or the Multi State Extension budget One way to ensure this is to have the travel agent call Ellen Yeates at ARC and she will first check to see that all approvals are in place from the ARC Extension areas The airfare can then be put on the Multi State CTA The other ways are
88. he top On the terminate page you must click submit for review to move your Final Report to the next stage This process is shown here Wome Project Initiation Progress Report Projet Change Site Submit Final Report for Review Samy Initiation Stage When the PD clicks the submit for review button provided that all the data fields have been filled out correctly you will get a message from the system that the report was submitted for institution review the ARC office see below screenshot e Print out a copy of the project have it signed by your Department Chair Director and sent to the ARC so it can be reviewed and signed before hitting the submission button to move it forward Step 2 The report is now sitting in the pending submission to NIFA folder for the System Administrator SA in the ARC office to review Home Project Initiation Progress Report Financial Report Project Change Fimal Report Site Administration Report has been submitted for institution review Final Reports Accession Number Project Number Proposal Number Performing Department Project Director Expand All Folders Collapse Folders 14 Report s in Draft 3 Final Report s Pending Submission to NIFA 3 Report s Submitted to NIFA In order to submit a project to NIFA the SA will open the project and perform any necessar
89. hen a project has been approved Or are we just going to have to do a periodic search through all our active projects to see if it has been approved A The Site Admin and PD will receive an email notification with the NPL s reviewer comments Q If we are terminating a project early it looks like the end date cannot be changed to reflect the actual end date correct If so how are we going to be able to accurately know when a project was actually terminated A The end date can be edited in the Project Change module Q Are we the state office required to have a paper copy signed by the authorized signature Director on file A NIFA recommends that you have hard copy documentation on file of your Director authorizing your Site Administrator to submit documents within REEport Since REEport utilizes individualized login credentials any person submitting forms in REEport is automatically considered to have signed that form under their login as an electronic signature Q What are CIP codes A CIP stands for Classification of Instructional Programs The CIP codes provide a taxonomic scheme that supports the accurate tracking and reporting of fields of study and program completions activity These will be needed for each undergraduate graduate and post doctoral student who participates in your grant project See the CIP codes here _http nces ed gov ipeds cipcode browse aspx y 55 The ARC office can input these codes at the time the FTE dat
90. hould also identify population groups such as racial and ethnic minorities and those who are socially economically or educationally disadvantaged Efforts include Acts or processes that deliver science based knowledge to people through formal or informal educational programs Examples include formal classroom instruction laboratory instruction or practicum experiences development of curriculum or innovative teaching methodologies Internships workshops experiential learning opportunities extension and outreach kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 36 METHODS Section Home Progen Keyrt Mathods Describe the Methods for this Project Describe the ways in which the project will be conducted with emphasis on the general scientific methods and any unique aspects or significant departures from usual methods Include a description of how the results will be analyzed evaluated or interpreted Describe the Efforts that will be used to cause a change in knowledge actions or conditions of a target audience Include a description of how the output s will be Evaluated and or quantified for its impact on the intended audience s Defining Efforts Efforts include acts or processes that deliver science based knowledge to people through formal or informal educational programs Examples include formal classroom instruction laboratory instruction or practicum experiences development of curriculu
91. ies extension and outreach kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 63 PRODUCTS Section Publications Identify the standard products outputs that have been achieved during this reporting period This includes only publications patents and applications for plant variety protection PVP You will report other types of Report products outputs the Other Products page Report only the major publication s resulting from the work under this project award If this is NOT the first progress report you ve submitted do not include publications already included in any previously submitted progress report s There is no restriction on the number However agencies are interested in only those publications that most reflect the work under this project award See definitions below for the categories of publications Definitions Publications are the characteristic product of research Agencies evaluate what the publications demonstrate about the excellence and significance of the research and the efficacy with which the results are being communicated to colleagues potential users and the public not the number of publications Journal publications Peer reviewed articles or papers appearing in scientific technical or professional journals Include any peer reviewed publication in the periodically published proceedings of a scientific society a conference or the like A p
92. ies specifically how the results will be disseminated so that the research will reach potential beneficiaries Peer Review of Project Outline Per the NIFA Federal Assistance Policy Guide Institutions must have an established merit review process for internal review of Capacity grant projects Hatch Hatch Multi State McIntire Stennis Animal Health which must be detailed in the Plan or Work The next step in developing the project Outline is the peer review The principal investigator transmits the project outline to the Departmental Chair or center Director along with names and contact information of 3 or four persons who can be potential reviewers They must have expertise in the subject are not cooperating on the project and do not have to be from WSU If cooperating departments are involved representatives from all relevant disciplines must be included See page 89 for a suggested letter requesting a peer review Clerical support can adapt this for each review The peer review of all new or revised projects is an important step in maintaining high quality productive research programs The review provides the project leader an opportunity to have competent scientists objectively critique the proposed research The Science and Education Resources Develooment NIFA requires verification of peer review to be submitted with new or revised project requests To comply with this requirement a Peer Review Compliance Report must accompany eac
93. iew Compliance etd Cee eae ee eens ee es 90 Appendix E for Joining a Multi State 118888 91 Memo Regarding Annual Travel Procedures for Multi State Projects 92 Flowchart for Processing Multi State Travel 95 Memo of FAQ s Regarding How to Travel Using Multi State Funds 96 THE PROJECT SYSTEM AN INTRODUCTION The project system is fundamental to the operation of the Agricultural Research Center at WSU because it establishes budgets for salaries and other expenses and provides base projects for extramural support It is the key ingredient in the management of all WSU agricultural research within the state Without an active project no money can be spent on supplies no personnel can be paid no grant or commission funds can be spent and no travel can be authorized In short no funds can be received or expended The project system provides the basis for establishing the accountability of our research program We will not continue to receive state federal or industry grants if the work that we do cannot be justified on the basis of its benefit to the citizens of this state and nation The project system is unique in that research direction and goals are provided in a large part by researchers and users Unlike most management systems direction and policy decisions are in
94. illed individually and seeks reimbursement for purchase of airfare the traveler must attach receipts to the Travel Expense Voucher 17 For other questions please contact the ARC at 509 335 4563 eyeates wsu edu Updated April 2015 100
95. into like classes It is best to enter at least 4 class level keywords phrases Examples are MECHANICAL ENGINEERING HARVESTING LOSSES CROP DAMAGE e Specific Entry Refers to the most specific concepts subjects or items under study It includes the specific plant animal or microorganism the specific equipment processes approach technique or system and specific properties reactions or functions It is best to select at least 4 5 specific entry level keywords or phrase Examples are POTATOES MECHANICAL HARVESTING HARVESTING EQUIPMENT BULK HANDLING SKINNING BRUSING kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 55 CLASSIFICATION Section Home Project Initiation Progress Report Project Change Final Site Administration Classification Fields marked with an asterisk 7 are required for submission Classi More Click to access the Manual of Classi Animal Health Component Js this an AREERA Section 204 Integrated Activity Yes Activities Research b Exton lt Educati Keowledge Area a ress for u Press otal 10 Associated Planned Programs Must total 100 Classification Overview amp Codes All projects entered in REEport must be classified according standard classification elements which consist of a series of three classification areas 1 Knowledge Area KA 2 Subject of Investigation SOl 3 Field of Science FOS Ea
96. ite Administration Expected Outcomes hed with an asterisk are required for submission List x More aa 2 E a Provide a description of Expected Outcomes over the duration of the project You may use paragraphs and or lists NIFA considers the terms outcomes and accomplishments to be synonymous An outcome accomplishment is defined as a significant change in knowledge action or condition Outcomes are generally short succinct statements that start with phrases indicating the occurrence of change Examples of such phrases are e Increase in the numbers of acres that e Decrease in the amount of children that e Increased profits from the sale of Change in Knowledge For a research project a change in knowledge can be a breakthrough understanding in scientific knowledge For education or extension projects a change of knowledge occurs when recipients of an education or extension activity demonstrate significant learning information gain in understanding Change in Action A change in action occurs when a significant change in behaviors or practices results from the project s activities Change in Condition A change in condition occurs when a significant change in a condition of societal concern results from the project s activities If appropriate and available outcomes should be supported with key quantitative data such as number of acres impacted increased profits or nu
97. ith State Agricultural Experiment Station Performing Organization Institution The Performing Organization Institution is the organization that employs the scientist s conducting the research DUNS Number Universal Numbering System DUNS number is a unique nine digit identification number provided by Dun amp Bradstreet D amp B For Non Formula Projects NIFA automatically prepopulates this field with the DUNS number that was entered by the grantee in Grants gov The number for Non Formula projects is 041 485 301 Performing Department The Performing Department is the entity section at the Performing Organization Institution to which the Project Director is assigned and performs most of his her duties and research Project Number The Project Number is an identifier combination of letters and numbers subject to the Identification numbering system used by the Performing Organization Institution While it is recommended that Project Numbers be unique to only one project NIFA does not prevent Pls from reusing project numbers as when you are doing a Revision This most often happens when a given project has been terminated and a new project is being initiated that continues the research from the terminated project Having the same project number enables the PI to track the research under that single identifier For new project use the temporary number WNPOYourLastName The Division Station Code WNP for Washington State U
98. ith chair Center director FOR HATCH CRIS Search Complete CRIS Search MCINTIRE STENNIS Writing project Submit project outline draft to department ANIMAL outline chair Center director for review HEALTH Receive Obtain complete and turn in forms to appropriate approval for committee for approval human or Grid for animal subjects Project Procedures Revising project Revise project outline based chair s Center April 1 director s suggestions Peer Review Submit project outline to department chair Center April 15 Forms director for Peer Review Required for Projects Revise outline based on reviewers comments May 31 outline Forms for CRIS Input project data to REEport under the Project June 15 1 week Initiation section Chair center Obtain signature on Project Initiation and peer Completed by June director review forms from department chair s center 25 signatures director s Assume 2 3 working days for each signature needed Processing at Send hard copy of outline signed REEport forms 25 the ARC and peer review summary to the ARC and send 1 week electronic version of outline to the ARC for review editing and signature Processing at The ARC submits REEport data and outline to NIFA July 1 USDA 6 8 weeks Final approval Approved paperwork back from NIFA through August 25 REEport Department The ARC notifies department center of approval August 26 Notification Proj
99. ject has been submitted for review the resulting screen will notify you that you have successfully submitted the project it will also show you that the project now exists in the Pending Submission to folder red arrow This means that it is ready for the ARC office to review once the renewal packet is receive with the signed copy of the REEport Project Initiation forms The ARC is not notified by the REEport system that a project has been moved from the Draft status to the Pending Submission status PD s and departments need to work together to get all the forms completed and then the ARC knows that it is ready for a complete review Print out a copy of the project have it signed by your Department Chair Director and sent to the ARC SAES IOWA STATE UNIVERSITY Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director Create Hew Project Expand All Folders Collapse All Folders 0 Project s Draft Stage p 1 Project s Pending Submission to NIFA test Agri amp Biosy Gassrenn HATCH por 0 Aaron Second Level Submit to NIFA e A project that is ready for submission to NIFA can only be found in the Pending Submission to NIFA folder red arrow at the Project Initiation home screen The Site Administrator will do the submission after final edits have b
100. ject must go through The first level is the Submit for Review level At this level either the SA or the PD has the capability to submit a project up to the institution site level the ARC office for review This is usually done by the PD when all the errors have been corrected and the PDF copy has been printed out for department signature Remember that any project found in the Draft folder at the Project Initiation home screen has not yet been submitted for review to the ARC office The Submit for Review in Project Initiation looks like this Project Initiation SAES IOWA STATE UNIVERSITY Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Submit for Review Review in PDF format Workflow Status Initiation Stage Submission Clicking Submit for Review will move the project to the next review stage B Comments Submit for Review Save m e The submitter SA or PD can tell that the project is at the first level of submission by the Workflow Status shown in the middle of the screen red underline Also note the red arrow indicating that the project is being submitted for review TO actually submit the project make sure to click the Submit for Review button at the bottom of the screen red circle e NOTE If there are missing or incorrect data fields in the project a list of red correctio
101. k operations of projects from Project Initiation through Final report The Site Administration module is only used by the ARC to manage membership and site configuration Together these modules support the federally required collection of research project data and associated progress financial and impact results reporting These modules reports are based on the forms previously used in the CRIS system known as the AD 416 AD 417 Assurance Statement AD 419 and AD 421 e Project Initiation combination of old AD 416 417 Progress Report old AD 421 Financial Report old AD 419 Project Change new change form not previously used in CRIS Final Termination Report old AD 421 Site Administration only accessible by the Site Administrator in order to setup institutional database Reports Operational reports can be searched and sorted per the capabilities of the old CRIS system Definitions of Modules Project Initiation The Project Initiation section in REEport takes the place of the old AD 416 and AD 417 Forms used in the CRIS Webforms system For NIFA funded grantees certain fields on the Project Initiation Form are pre populated with information about the project based on what their Site Administrator has set up for them and or based on data pulled from CREEMS award data for non formula competitive grants projects This module is intended to gather all relevant research project proposal data for NIFA review The information entered must be s
102. key phrases to your project is to improve the retrieval capacity of project information on certain topic areas The keywords you choose should be as all encompassing for your project s topic area as possible so that different keywords searched by various queries will still pull up your project information For example if your project is aimed at researching new wheat varieties you will want to include more than the word wheat as a keyword More helpful would words and phrases such as wheat wheat varieties cultivar and grain e HINT If there are specific words or phrases that you have used repeatedly in other sections of your project initiation i e in the non technical summary goals products etc then those same words or phrases should be in your keywords section Another way to think of keywords is that they should collectively resemble an abbreviated abstract of the project narrative Keywords can be a word or phrase that represents a concept and they can fit into three areas or levels general concept class or category of research and specific subject item of research e General Level Refers to overall objectives in the major fields of interest or disciplines It is best to include at least two general level keywords Examples HARVESTING MECHANIZATION e Class Level Refers to classes or categories of subjects or items and to moderately broad concepts or areas of interest which conceptually group the specific entry keywords
103. kkkkkkkkk Formula Funded Competitive GRANTS Q We often don t have the notice of the award until after the start date Also Federal awards usually have fixed start and end date as part of the award information If we don t set up the record in REEport until after the award starts do we use the date of entry for the start date or the actual Federal start date of record A The start and end date will be pre populated because it comes through Grants gov Q The section for other Co Directors does not allow me to put in the other names listed on the grant proposal A This area will be filled in by the Grants gov database at the time of the funding award Q understand Grants gov proposals auto populate REEport does it also work the other way around For example when we update REEport with an annual report for example does it push the report back to the sponsor or is reporting still going to involve two separate steps One report for REEport and another manually sent to the sponsor A No REEport does not have this functionality kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk PROJECT CHANGES Q What kind of changes are acceptable in REEport A In the Project Change module if you can modify a field it is acceptable This is provided that it does not break any built in rules you would receive and error message if it did and is approved by a National Program Leader NPL if required The ARC will input Director approved changes to REEpo
104. l Review Board IRB go to the website http www iro wsu edu concerning using humans as part of a research project and using human subjects Or contact the Office of Research Assurances Institutional for further information at 509 335 7183 2 Animal Subjects For the Animal Subjects Approval Form Animal Care and Use Committee to the website http www iacuc wsu edu Or contact the Office of Research Assurances for further information at 509 335 7183 3 Use of DNA RNA The data for this section is no longer requested by USDA NIFA here in REEport as it was in CRIS If applicable a copy of the approval memo from the appropriate committee MUST accompany the completed project packet sent to the ARC Preparation of the REEport Forms REEport Documentation Prepare the Project Initiation forms for submission to NIFA The Department Center support person at your location can assist as needed When you are finished print out the forms for signature by the Dept Chair Director and your department support staff will send them to the ARC for further review In addition the electronic Project Initiation forms will be submitted to ARC in the REEport site for final review editing and submission on to NIFA by the ARC It will be moved from Draft stage to Pending Submission in REEport USDA NIFA requires that all the information for projects be submitted to them by the ARC via the internet The Site Administrator in the
105. lick next which saves your work and moves you to the next page Alternatively you can click save which saves your work and keeps you on the cover page Option 2 To move to the Participants page you could then click Next or Participants at the top of the menu bar Both options are shown in these screenshots However your data will be lost if you have not hit the Save button first Option 1 Project Contacts Project Director Start Date __ End Date f Cover Page Select from list of Project Directors First Name Middle Name Last Name Site Administrator Name Carter Catlin Jr Email Address ccatlin tnstate edu Phone Number 000 000 0000 Email Address Phone Number Option 2 Project Initiation 1890 TENNESSEE STATE UNIVERSITY Home Project Ini Progress Report Financial Report Reports Project Change Final Report Site Administration Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Stat Important note if you choose option 2 Only the navigation buttons in REEport will save your work for you If you do not click save and use the menu bar at the top to move to the next screen i e clicking participants on the menu bar to move from Cover page to Participants page you will get the following message Are you sure you want to leave this page Message from webpage Changes to this form have not been sa
106. ly stage whether the proposed project fits into the Department s or Center s research objectives and priorities and if resources required to conduct the proposed research are available The researcher needs to initiate a CRIS USDA NIFA search and any other relevant searches at this time if they have not already been made The direct link to the site is http cris nifa usda gov Click on the Assisted Search link and fill in data fields to find your research topics 6 REEport USDA NIFA Search The REEport System is USDA s computer based documentation and reporting system for on going agricultural and forestry research conducted primarily within the USDA state agricultural experiment station system NIFA information should be used to plan research avoid costly duplication determine current areas of emphasis and establish valuable contacts Information stored in the USDA CRIS computer system can be obtained two different ways thru the CRIS system From the REEport site To do a search that lists many ways to find research use the CRIS search online by logging to the following NIFA Portal URL https portal nifa usda gov portal Scroll down to the Heading Link to Other Systems Find CRIS in the middle section Click Select the hyperlink to the CRIS System Find Look for the Heading Search CRIS on the left side in the gray area Select Assisted Search follow the instructions Select Search the red typed Record
107. m by concerned researcher SAES administrators or USDA personnel 2 Approval by the regional directors association for preparation of a Multi State project proposal ad hoc technical committee composed of interested researchers is formed to prepare the proposal under the guidance of an appointed administrative advisor 3 Approval of the proposed project and establishment of a permanent technical committee A researcher can participate in a Multi State project by submitting an addendum Appendix E requesting assignment to a project Contact the ARC for the procedure See the example on Page 89 After the researcher has been approved to join a Multi State research project through NIMSS the REEport Project Initiation pages must be completed to start an associated Hatch project The title can be selected from a drop down list The Objectives from NIMSS for that particular project will be displayed for selection by the PD The Project Outline and the peer review forms used for other Hatch projects are not required because the Multi State research project has already been through a review process In addition to formal Multi State Research Projects other mechanisms exist for Multi State research coordination In the Western Region the Western Director s Association establishes Western Education Extension and Research Activities WERAs Western Coordinating Committees WCCs or Western Development Committees WDCs Their purpose is to brin
108. m or innovative teaching methodologies workshops experiential learning opportunities extension and outreach Defining Evaluation Demonstrating that evaluation will be part of your project means that you describe the plan steps to be used to evaluate or measure the success of the project Provide a listing of the types of evaluation studies planned and types of data that will be collected emphasizing key milestones and measurable or quantitative indicators of success The project evaluation plan should relate milestones and indicators of success to expected project outcomes accomplishments and impacts kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 37 SUMMARY Section Project Initiation Progress Report Project Change Final Repect Site Administration Non Technical Summary Prom 2 5 6 The non technical summary is your opportunity to briefly sum up the importance of your project in terms that general citizens can understand i e citizens without scientific backgrounds A good nontechnical summary is composed of 1 2 succinct paragraphs that cover three main points 1 What is the current issue or problem that the research addresses and why does it need to be researched 2 What basic methods and approaches will be used to collect and produce data results and subsequently inform target audiences 3 Through the methods mentioned above what ultimate goals does the project hope to achieve
109. make the changes through the Grants gov database which will update REEport b For a formula project Hatch etc then the ARC can make the changes in the REEport module to update access kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk PROJECT INITIATION Q Will CRIS still be available for searching after NIFA changes from CRIS to the REEport system A Yes Use the CRIS Search program The direct link to the site is http cris nifa usda gov Click on the Assisted Search link and fill in data fields to find your research topics Q Under Project Initiation can the Type of research like Hatch Multi state etc be changed if the project has been saved Or if not submitted to NIFA Can you return the first screen and change a Hatch to an Animal Health project as long as it has not been submitted A No to all questions After making the project Type and clicking Next it cannot be changed The Site Admin would need to delete the project and a new one must be created Q Where do we get project numbers ANSWER Project numbers are controlled by your individual institutions ARC does reuse some numbers if it is a formula project that is being revised This way we can continue to use the same budget number 79 Will our old project numbers be cleared out so we can use them again Example WNP00410 has terminated can use it in REEport as a new project A Yes you can reuse project numbers REEport only cares about Accession Numbers and there
110. mber of people impacted In terms of how the outcome types relate to each other NIFA considers the highest achievement of any research or extension project to be an outcome categorized as change in condition This is because a change in condition signifies that changes in action and learning occurred in order to perpetuate the change in condition The second ranked outcome type is change in action and the third is change in knowledge These rankings are not meant to diminish the importance of changes in action and knowledge Rather they are there to show that if you can demonstrate a change in condition then it is not necessary to also list all the minute associated changes in action or knowledge Likewise if you can demonstrate a change in action it is not necessary to list all the minute associated changes in knowledge kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 35 AUDIENCE Section Target Audience arked with an asterisk are required f Provide a description of the target audience s that will be the focus of efforts over the course of this project The target audience s you describe on this project initiation should include all of the audiences you plan to reach over the course of the project even if only for portions of your efforts during certain activities of the project Target audiences include Individuals groups market segments or communities that will be served by the project Where appropriate you s
111. n items will show up Project Initiation SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Submit for Review Review in PDF format Your project is not yet complete The following sections must be filled out before submitting click on each section to complete it Products can t be blank Start Date must not be back dated 58 e Once the project has been submitted for review the resulting screen will notify you that you have successfully submitted the project it will also show you that the project now exists in the Pending Submission to folder red arrow This means that it is ready for the ARC office to review once the renewal packet is receive with the signed copy of the REEport Project Initiation forms The ARC is not notified by the REEport system that a project has been moved from the Draft status to the Pending Submission status PD s and departments need to work together to get all the forms completed and then the ARC knows that it is ready for a complete review If the PD or department needs to make edits the project must be sent back to the Draft stage by the ARC department Print a copy of the project have it signed by your Department
112. n to NIFA Reporting Portal For Others Enter the email address you tigned up with If we have it in our records you will get a link to reset your password Email Address sent 3 Inthe email you receive should arrive within 10 minutes click the link provided The link will take you to a page where you can set your own password 4 After setting your password log into the portal with your email and newly set password 5 Under Active Applications click the REEport link All REEport users will have a slightly different link name since the name of the link associates them with a particular institution NIFA Reporting Portal Welcome Carter Jr Meta Firiza 3 5 or IE ILO or higher 6 You will be brought to your REEport home page where you have the ability to start New projects and manage existing projects 5 BAS REEport Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY Soper Vinal Report Sine Project Initiation Progress Report Final Report y tr E i Project Charge Admenstrabon 22 Logging In Returning Users 1 At the portal login page enter your email address and your password set by you the first time you logged into Portal Click Log In If you do not remember your password click the reset p
113. nal funds are allocated 8 How the TA budget numbers travel dates exceptions annual leave current with paperwork for project foreign travel for a Multi State trip When completing the TA to request approval for Multi State Travel and request ARC Extension funding the Department or Business Center should check the following items before sending it to ARC A Is the participant registered on the project and has their progress reports for current projects REEport reports for new projects done so they can go B Check the participant s appointments to determine the percentages of Teaching Research and Extension they have Be sure to list the correct project number in the Account Section and the Extension Budget number 09 4101 0012 as well if there is a percentage of their appointment with Extension Call ARC if you are not sure which budget to use D Travel dates can be listed as one day before and one day after the meeting E lf they have another professional meeting in conjunction with Multi State be sure to list that in comments Include a statement of which expenses will be charged against the other meeting and be sure to list the other meeting s budget Give details of any exceptions Personal leave around the meeting times the request of a rental car registration to be paid on the TEV along with the registration paperwork and accommodation details if something is unusual F Have the Department Ch
114. need to use personal funds for WSU travel expenses eliminates the need for travel advances allows travelers to make on the spot travel related purchases and eliminates the need to have a Budget Rental Card to secure rental cars 15 What are some things NOT to do Taking a Trip A participant should not go on a Multi State trip without first getting a TA authorized to pay for expenses when they return if they want reimbursement by ARC At this point the ARC is under no obligation to reimburse expenses and the TEV will be flagged for special consideration by the ARC Extension Directors to decide if reimbursement will be given First class tickets are not approved Only use U S Carriers for airline travel unless situation does not offer U S transport travel within a foreign country Do not stay at a non headquarters hotel at higher rates without explanation Travel requires paperwork showing that it was the best available published rate you can use copies of internet pages before it is decided that it is reimbursable at above per diem rates Also if proximity to the main hotel is still more cost effective than travel expenses to and from a less expensive hotel then list this explanation in the Details area of the TEV Do not charge personal expenses on WSU travel cards It is prohibited Do not wait more than two weeks to submit a TEV 16 May the traveler purchase airfare from personal financial resources Yes When traveler is b
115. ng to human health ii links between diet and health iii bioavailability of nutrients iv postharvest physiology and practices and v improved processing technologies D RENEWABLE ENERGY NATURAL RESOURCES AND Natural resources and the environment including i fundamental structures and functions of ecosystems ii biological and physical bases of sustainable production systems 77 iii minimizing soil and water losses and sustaining surface water and ground water quality iv global climate effects on agriculture forestry and vi biological diversity E AGRICULTURE SYSTEMS AND TECHNOLOGY Engineering products and processes including i new uses and new products from traditional and nontraditional crops animals byproducts and natural resources ii robotics energy efficiency computing and expert systems new hazard and risk assessment and mitigation measures and iv water quality and management F AGRICULTURE ECONOMICS AND RURAL COMMUNITIES Markets trade and policy including i strategies for entering into and being competitive in domestic and overseas markets ii farm efficiency and profitability including the viability and competitiveness of small and medium sized dairy livestock crop and other commodity operations new decision tools for farm and market systems iv choices and applications of technology v technolog
116. niversity ARC projects as shown above this field will always automatically be appended by REEport as a prefix to the number entered Note NIFA does NOT use project numbers to track projects or to perform data retrieval searches accession numbers only are used for these activities 46 Grants gov Tracking Number The Grants gov tracking number comes directly from your Grants gov application and is prepopulated by REEport Proposal Number The Proposal Number is assigned by NIFA and prepopulated by REEport It is not necessarily a unique identifier as Proposal numbers are generally associated with the awarding of funds and a single project over the course of its life may be awarded funding multiples times i e continuation awards Award Number The Award Number is a unique identifier that will never change it is prepopulated by REEport Award Amount The award amount for non formula competitive grant projects is prepopulated based on the approved amount of the grant awarded by NIFA Award Date The award date is prepopulated by REEport and is the date on which the award of funds is made by NIFA to the grantee Award Fiscal Year The award fiscal year is the fiscal year FYs run from 10 1 through 9 30 in which the award of funds was made Collaborating Partnering States Collaborating Partnering Institutions Collaborating Partnering Countries For the above three categories identify any other states partnering institutions coun
117. nstitutions and NIFA to keep abreast of the latest developments in agricultural food science human nutrition and forestry research and education track resource utilization in specific target areas of work plan for future activities plan for resource allocation to research education and extension programs avoid costly duplication of effort aid in coordination of efforts addressing similar problems in different locations and aid research education and extension workers in establishing valuable contacts within the agricultural community kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 75 Acronym List AR ARS CRIS ERS FTE FY NIFA PD POW PY REEport SA SY TY USDA Annual Report of Accomplishments and Result Annual Report in the POW process Agricultural Research Service Current Research Information System Economic Research Service Full Time Equivalent Fiscal Year the federal fiscal year is from October 1 through September 307 National Institute of Food and Agriculture Project Director Previously called the Project Investigator the old CRIS System Performing Institution Performing Organization Plan of Work Professional Years such as a graduate student Research Extension and Education Project Online Reporting Tool Site Administrator Scientist Years the faculty researchers Technical Years lab techs computer techs United States Department of Agriculture CIP Codes Classific
118. nvestigation SOI series provides an additional facet for classification It is generally the object of the research or activity the class of plant animal organism material process procedure etc under investigation e Field of Science The Field of Science FOS classification consists of a modified version of the fields of science used by the National Science Foundation for various government wide reports In the future the project will also be classified according to research being performed in one or more of the 36 areas as designated in the Farm Bill For a list of the Farm Bill Classification Areas see page 78 Animal Health Component Projects receiving Animal Health formula funds under Public Law 95 113 will automatically be classified 100 Animal Health this field will be prepopulated with 100 based on the fact that you already chose Animal Health as your funding source when beginning this project initiation Other types of projects both formula and non formula demonstrating animal health research may include animal health percentages that percentage is subject to the Project Director s discretion and should be entered in this field Note IF no portion of this project supports animal health research you must enter 0 for the percentage you may not leave the field blank 40 AREERA Integrated Activity An integrated activity is defined as a jointly planned funded and interwoven activity between research and e
119. oject will not change until a decision action has been taken by a NIFA National Program Leader NPL Active This signifies a project that is has been approved by a NIFA NPL and is currently within the overall project duration dates i e between the start date and end date of the project Declined This signifies a project that has been declined by an NPL it may not be resubmitted Deferred This signifies a project that has been deferred by an NPL who has requested changes or additional information to be included in the project initiation it may be resubmitted with appropriate changes in order for the NPL to render a final decision Complete A project that is complete is one that has either been terminated via the submission of a Final Report or one that is currently outside of its overall project duration dates This means that a project whose Final Report has not been submitted will still show a status of complete if the current calendar date is later than the end date of the project note projects in this situation are displayed in the Final Report Past Due folder Title The project title is prepopulated based on the approved grant application Sponsoring Agency Institution The Sponsoring Agency Institution is the organization that is funding the project For all Formula and Non Formula Projects the sponsoring agency is NIFA The exception to this is State projects the sponsoring agency for these projects is prepopulated w
120. olders Collapse Folders 0 Project s In Draft Stage oe 0 1 Project s Pending Submission to NIFA Accn Project Grants gov Proposal Title Department Proj Dir Funding View None 10 1234 N A N A test Agri amp Biosy Gassmann HATCH PDF Aaron Second Level A project that is ready for submission to NIFA can only be found in the Pending Submission to NIFA folder red arrow at the Project Initiation home screen The Site Administrator will do the submission after final edits have been incorporated and after all signatures have been received kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 44 NON FORMULA PROJECT INITIATION Competitive Grants AFRI SCRI etc COVER PAGE Section Cover Page Fields marked with an asterisk required for submission Project Information NOTE This project has 0 comments Funding Source NON FORMULA Status DRAFT Project Title Integration of quantitative genetics statistics and computational biology for animal genetic improvement Sponsoring Agency Institution National Institute for Food and Agriculture Performing Organization Institution DUNS Number SAES IOWA STATE UNIVERSITY 5309844 Performing Department Project Number Animal Science iow Grants gov Tracking Number Proposal Number 10312249 2009 03232 Award Number 2010 38420 20328 pied 258000 0 Award Date 2 November
121. ort Projet Change Site Accomplishments View past Reports View project proposat Note that at the beginning of this page you will see a listing of the major goals of this project This listing is non editable because it is prepopulated with what you entered as goals for the project in project initiation Keep in mind that referring back to this listing is helpful when filling in the various fields on the accomplishments page as anything reported on those fields should related directly back to the goals of the project Data Field Box 1 What was accomplished under these goals Shown above For this reporting period describe 1 Major activities completed 2 Specific objectives met 3 Significant results achieved including major findings developments or conclusions both positive and negative and 4 Key outcomes or other accomplishments realized For 3 and 4 above remember that key outcomes accomplishments are defined as changes in knowledge action or condition A change in knowledge occurs when the participant scientist trainee or citizen learns or becomes aware Examples of a change in new fundamental or applied knowledge significant enough to be included a publication methods and techniques policy knowledge improved skills or increased knowledge of decision making life skills and positive life choices among youth and adults A change in action occ
122. ort the project over the DURATION of the project the ARC will fill in this section with a standard 0 10 amount in the Scientist section since it is not required to be accurate just to get the project through the submission phase In subsequent Progress Reports for that project the ARC will report the ACTUAL number of FTEs that supported the project just for that reporting period only There is also the link to the CIP Codes directory on page 76 for the FTEs for student participant FTEs that are used in REEport Again the ARC will determine the CIP codes based on the names of student participants Financial Report The Financial Report section in REEport takes the place of the old AD 419 Form used in the CRIS Webforms system Note that the implementation of REEport marks an official policy change of no longer requiring non formula grantees to report expenditures The only REEport users who need to submit Financial Reports are those who are grantees of any of the formula research funds Hatch Hatch Multi State Evans Allen Animal Health and McIntire Stennis and Renewable Resources Extension Note this means that the CAHNRS BFO office will be the only group reporting expenditures on behalf of all the formula projects Project Change The Project Change section in REEport is used to make changes to Projects that are already in Active status Some project changes require NIFA approval and others do not If the project does require NIF
123. orts over the course of this project The target audience s you describe on this project initiation should include all of the audiences you plan to reach over the course of the project even if only for portions of your efforts during certain activities of the project Target audiences include individuals groups market segments or communities that will be served by the project Where appropriate you should also identify population groups such as racial and ethnic minorities and those who are socially economically or educationally disadvantaged Efforts include acts or processes that deliver science based knowledge to people through formal or informal educational programs Examples include formal classroom instruction laboratory instruction or practicum experiences development of curriculum or innovative teaching methodologies Internships workshops experiential learning opportunities extension and outreach kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 52 METHODS Section Wome Project Change Haat Report Describe the Methods for this Project Describe the ways in which the project will be conducted with emphasis on the general scientific methods and any unique aspects or significant departures from usual methods Include a description of how the results will be analyzed evaluated or interpreted Describe the Efforts that will be used to cause a change in knowledge
124. ource Select Funding Source x Requires Mozilla Firefox 3 5 or higher 8 0 or higher For Hatch Multi State only Choose Funding Source Select Funding Source Hatch Multi State Multistate Project Number Title NC100 Regional Research Coordination North Central Region NE1020 Multi state Evaluation of Winegrape Cultivars and Clones 51025 Systems for Controlling Air Pollutant Emissions and Indoor Ei 1027 The Poultry Food System A Farm to Table Model NC1026 Characterize Weed Population Dynamics for Improved Long 1033 Control of Food Borne Pathogens in and Post Harvest E Selecting the Multi State group You must first join as a member of the Multi State research group in the NIMSS system by submitting an Appendix E form See the form on page 91 The ARC can assist you with becoming a member After NIFA accepts WSU as a member institution if you are the first WSU member to join then NIFA will download the project information into WSU s list of available active Multi State projects in REEport A new project cannot be set up until the Multi State Project number and title for the current group appears in the drop down menu 28 FORMULA PROJECT INITIATION Hatch Mcintire Stennis Animal Health State After you ve created or opened the project initiation you want to work on The first page screen you will come to after either 1 creating a New formula project or 2
125. p as a new user the PD will receive an email from REEport asking them to verify themselves and set their password see Logging In First Time User Verification Process below Project Directors who wish to enter project data on Non Formula Projects including Competitive Grants fall into two categories those who are part of an LGU or other NIFA partner institution with an already existing site in REEport and those who are independent Project Directors e PDs who are part of an LGU You will need to be set up as a PD by your SA see above e PDs who are independent not part of an LGU or partner institution This applies to Non Formula Grantees only You will be recognized by REEport as a PD based on the email address that you submitted as part of your grant application You will need to go through the first time user verification process explained below The PD role does have the ability to submit projects in REEport but only according to the permissions that have been set up by the Site Admin For any project there are two levels of submission permissions one to the institution review level and one to the submit to NIFA level All PDs have the default capability to submit to the first level but SAs must choose to give them permission to actually submit to NIFA WSU does not Other User Roles Admin Support and Reviewer There are two other user roles in REEport which require access to be grant
126. password Use the Create New Project for starting either a revised or a new project Use your existing WNP project number as the project number on the Cover Page Are the Participants amp Departments the same as indicated on the project Outline Formula Projects Classification Section Does the project have a portion of research pertaining to Animal Health Assurance Statement Section Not required for State projects must be completed for Multi State Human Subjects Involved Vertebrate Animals Used If Humans or Animals are used is the current approval from WSU attached IRB http www irb wsu edu for Humans IACUC http www iacuc wsu edu for Animals Signed by Chairs and or Directors of Pl s Dept and all cooperating Departments if applicable Home Dept Co op Dept 1 Co op Dept 2 Co op Dept 3 Checklist Prepared by Dept 87 TIMELINE TABLE FOR MCINTIRE STENNIS PROJECT PROPOSAL INCLUDE IN PROJECT OUTLINE The Timeline is part of the Outline for all McIntire Stennis projects and should be listed under the heading of Duration and the Timeline Table included within the project Outline documents Please contact Lisa Brown lbrown nifa usda gov with questions This is the format Dr Blanche prefers for the timelines He wants the years across the top and the Task Names going down the side then indicate by shading or X s or other means the amount of time spent on each Task he also prefers the
127. past Progress Reports View project proposal T Nothing to report Product Type Description x H Enter the significant products outputs achieved during the project duration as a result of the project s research extension or education activities NIFA considers the terms products and outputs to be synonymous Do not include publications patents and plant variety protection applications those should be included only on the Products page of this Progress Report Other Products Outputs are activities events services and products that reach people e Activities include conducting and analyzing experiments or surveys assessments facilitating teaching or mentoring e Events include conferences demonstration sites field days symposia workshops and trainings e Services include consulting counseling and tutoring e Products include audio or video products curricula data or databases equipment or instruments models networks and or collaborations fostered by the project or activity physical collections or resources new animal germplasm or genetic maps software technology methods or techniques train the trainer manuals website s with the appropriate URL s information skills and technology for individuals communities and programs or students graduated in agricultural sciences kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 65 ACCOMPLISHMENTS Section Mame Project Rep
128. ponsibility The Dept or Business Center completes the TEV within 10 days Have the traveler and the Dept Chair or Director sign then send it to ARC for approval and signatures from ARC Ext as needed ARC will forward to WSU Travel ARC Ext as applicable will reimburse travel expenses up to 1200 00 at the end of the quarter 95 FAQ s 1 3 Multi State Travel Training Handout for Staff Updated for 2015 What is considered Multi State Travel project and committee travel Multi State Travel is usually the trip a registered participant takes to attend the authorized annual meeting of their Multi State research project or Multi State committee group If the registered participant cannot attend can someone else go in their place The participant is usually the main PI or designated WSU representative and must be currently registered on the project or committee If an exception is requested for another to attend in their place then the one of the following will apply 1 Another currently registered participant can attend without any additional special request to ARC other than the usual TA with a comment that they have been given the approval to attend the meeting by the PI and will be authorized to use the project budget for their expenses 2 The traveler is not at registered participant Then approval must be made by ARC Extension administration in writing preferably by email Sometimes a graduate student will b
129. portant to remember that the actual workflow at each institution and for each project varies based on the user roles the project type and privileges that have been set up If you are a project director PD who is part of a NIFA partner institution LGU then you have a Site Admin that is in control of setting user privileges such as the submit to NIFA capability Make sure that all documents you submit for review at your institution level are actually submitted to NIFA ina timely manner You should always follow through with your SA and ensure that your document is submitted officially submitted to NIFA As on a project you will also receive email notifications from the REEport system alerting you when a major action has been taken on your project Example If you do not have submit to NIFA privileges you will still receive an auto email from REEport alerting you when your project has been submitted You will also receive an email when a decision approve decline defer has been made on your project formula only 20 Getting Started Project Data Entry REEport is accessed through the NIFA Reporting Portal at http portal nifa usda gov Introduction for Project Directors amp Other User Roles Project Directors Project Directors who are part of a Land Grant University LGU and who wish to initiate formula projects must be set up first by their Site Administrators SA in order to access REEport Once their SA sets them u
130. r Performing Department X Project Director Clear Search Expand All Folders Collapse All Folders 11 Active Project s 2 Project s Pending Changes In Draft Stage O Project s Pending Submission to NIFA 2 Project s Submitted to NIFA Project Changes Folder View Definitions amp Workflow Active Projects the active projects folder you may click on any active project in order to then click into any of the individual pages cover participants goals classification etc set up identical to project initiation module to make changes In order for any of your changes to take effect you must go to the submit section which is located at the end of the project change menu bar on the upper right hand corner Draft Stage Projects The Folder titled Projects Pending Changes in Draft Stage contains active projects on which changes have been made and saved in the REEport system but have not yet been submitted Not until a PD or SA goes to the submit page at the end and clicks submit changes for review will the project changes be moved to the next stage Home Project Initiation Progress Report Fina rt Reports Project Change Final Report Site Administration Audience Methods Summary Keywords Classification Proposal Assurance Stai fements Submit Submit Changes for Review Review in PDF format ducts O Workflow Status Initiation Stage Submission
131. reparation of online USDA NIFA forms as well as external documents that will be used for review purposes or uploaded to REEport before the project is submitted The online REEport forms are a Project Initiation i Used to propose or revise a project and where the research is briefly described ii Project codes are selected here as well to classify the research by research Knowledge Area Subject of Investigation and Field of Science Assurance Statement used to inform NIFA whether human subjects or animals will be used on the project If either of these are used additional documentation of the current WSU Review Board approvals will be required 7 The WSU forms a Project Outline Twelve categories as specified by NIFA are completed and peer reviewed It is uploaded into the REEport Project Initiation online program b Peer Review Compliance Report Form completed by the Department Center when the project Outline has been reviewed by 3 4 persons with expertise in the field but who are not collaborating on the project The form is signed by the Chair Director A sample of the Request to Review a Project and the Peer Review Compliance Report Form are on pqs 89 and 90 See page 87 for Checklist form that can be used to track the completion of documents Annual Reporting online through REEport 1 Progress Report Formerly the AD 421 used to report research progress on an annual basis 2 Final Report Fo
132. ring e Events include conferences demonstration sites field days symposia workshops and trainings e Services include consulting counseling and tutoring e Products include any publications audio or video products curricula data or databases equipment or instruments patent applications applications for Plant Variety Act protection models networks and or collaborations fostered by the project or activity physical collections or resources new animal germplasm or genetic maps software technology methods or techniques train the trainer manuals website s with the appropriate URL s information skills and technology for individuals communities and programs or students graduated in agricultural sciences NOTE When you complete future progress reports and your final report you will be asked to differentiate between actual realized products i e traditional standard outputs and actual other products In those future reports the only items that should be included in the products section are Publications Patents and Plant Variety Protection PVP All other products outputs of the project should be reported under the Other Products section Specific guidance for those sections in future Progress Reports can be found in the help text on those pages in the REEport system kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 34 OUTCOMES Section Home Project Initiation Progress Report Project Change Final Report S
133. rmerly the AD 421 used to report the last progress since the annual report was submitted and up through the end of the project Detailed instructions for preparing REEport forms are included here and online at REEport User Manual Understanding NIFA Reporting Policies and Data Entry Requirements for Agricultural Research Projects at http www nifa usda gov business pdfs reeport_user_manual pdf THE SECOND STEP Describe the Project Describe more specifically the proposed project and discuss it with the Chair s Center Director s and researcher s of cooperating department s if any Obtain advice on statistical design for the proposed research if needed at this stage Consult with other faculty that are doing similar research THE THIRD STEP Develop a Project Outline The researcher now called the Project Director PD should follow the format presented below and include all categories listed Title A brief clear specific description of the subject of the research is required limited to 175 characters The title used by itself should give a good indication of the scope of the project For example titles like Potato Fertilizer Requirements are generally too broad More specific boundaries of the project should be shown with titles such as Manganese Requirement of the Potato Personnel List participating faculty members within the College of Agricultural Human and Natural Resource Sciences Also name
134. rmula research grants or non formula research Extension or education grants or state funded agricultural research grants The following is a list of those who might be considered a REEport User NIFA Non Formula including competitive Grantee Project Director NIFA Formula Grantee Project Director e State Funding Grantee Project Director e LGU Institution Site Administrator SA e Other Cooperating Institution Project Director or Site Administrator OCl non LGU College University private company business etc 12 2 Internal users include NIFA staff who review and approve project data ensuring proper technical language and scientific classifications have been included in reports as well as high quality accomplishments and impact statements REEport is accessed through the NIFA Reporting Portal Upon logging into the Portal users who have active accounts see a REEport link under active applications Users may use the reset password link on the Portal login screen if they do not remember their password Users who do not know if they have an active account but think they need to use REEport should email Ellen in the ARC at eyeates wsu edu to determine if access to REEport is needed and to have the ARC set up a user account This would apply to Project Directors and departmental support staff who have responsibilities for entering editing and sorting REEport forms data REEport Online Tools Consult
135. rotection PVP All other products outputs of the project should be reported under the Other Products section Specific guidance for those sections in future Progress Reports can be found in the help text on those pages in the REEport system kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 50 OUTCOMES Section Heme Project Initiation Progress Report Project Change Report Site Administration Expected Outcomes Js marked with an asterisk 7 are required for submission List Exp More aa a 2 Provide a description of Expected Outcomes over the duration of the project You use paragraphs and or lists NIFA considers the terms outcomes and accomplishments to be synonymous An outcome accomplishment is defined as a significant change in knowledge action or condition Outcomes are generally short succinct statements that start with phrases indicating the occurrence of change Examples of such phrases are e Increase in the numbers of acres that e Decrease in the amount of children that e Increased profits from the sale of Change in Knowledge For a research project a change in knowledge can be a breakthrough understanding in scientific knowledge For education or extension projects a change of knowledge occurs when recipients of an education or extension activity demonstrate significant earning information gain in understanding Change in Action A change in action
136. rs or less An additional one year extension may be granted with NIFA approval for projects that were originally approval for 4 years or less Example 1 A project is approved for 10 1 12 9 30 17 Five year period No extensions will be granted e Example 2 A project is approved for 10 1 12 9 30 16 Four year period A one year extension may be entered into REEport by the Site Admin without NIFA approval which extends the project to 9 30 17 Example 3 A project is approved for 10 1 12 9 30 15 Three year period A one year extension may be entered into REEport by the Site Admin without needing NIFA approval which extends the project until 9 30 16 An additional one year extension may be requested from NIFA and upon approval will extend the project to 9 30 17 31 Project Director Select the Project Director for this project from the drop down list provided Type in your last name and select the name in the listing that is yours If you have previously been a participant but not a Project Director you will not see your name listed Contact the ARC to be set up in REEport as a Project Director If you are listed but have not previously validated your email address you will need to go through that process 50 you are activated as a user and can view and edit information in REEport PD s Outside WSU WSU as sub contractors If you are a PD at a NIFA partner Institution another Land Grant University besides WSU and you do not see
137. rt Q If we are terminating a project early it looks like the end date cannot be changed to reflect the actual end date correct If so how are we going to be able to accurately know when a project was actually terminated A The end date can be edited in the Project Change module kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk NIMSS Online Reporting System for Multi State Research Projects Q What is NIMSS A NIMSS stands for National Information Management and Support System which houses the data on all of the nation s Multi State projects A participant must be registered in NIMSS before an active Hatch Multi State project in REEport can be started Q How does NIMSS work w regard to REEport A The multi state project information is pulled from NIMSS into REEport Q Does the multi state project information transfer to REEport project initiation module when you enter a new project and select NIMSS project number A It pre populates just the title NIMSS group number Goals and Title kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 82 PROGRESS FINAL REPORTS Q In the progress report the actual FTE s are required Does this mean the future financial report will not ask for the FTE s anymore A Correct in the future the financial reports will not ask for the FTE s Formerly called the AD 419 form in the old CRIS system the CAHNRS BFO office does the financial reporting for WSU Q Will institutions still be able to print off their depar
138. rt Date For all formula projects enter the date on which the research will begin operations and funds will begin being expended on this project You may not backdate the start date for formula projects However you may future date the start date for projects as doing so provides you time to obtain the necessary approvals and await availability of personnel or materials to begin your research If a revision is being done the Start Date will be the day after the End date of the current project This date will change if the project is submitted after the Start Date or the NIFA reviewer does not approve the project until after the Start Date at which time the Start Date will be the date the NIFA reviewer approves the project and sends the notification to WSU Note If this is a Hatch Hatch Multi State or Evans Allen Project you will be asked in the Classification section of this module to associate this project with one or more AREERA State Plan of Work Planned Programs that are listed with WSU s most current Plan of Work If you skip directly to that section without entering a start date here the drop down list of Planned Programs will not be populated End Date For formula projects the maximum duration of any project is five years There are no extensions allowed for any project whose original length was approved at five years However one year extensions are allowed and do not require NIFA approval for projects originally approved for 4 yea
139. rt date previously on the Cover page the drop down list of Planned Programs will not be populated Go back to the Cover Page and check if no programs appear here If this project is a Hatch Hatch Multi State or Evans Allen project this drop down menu is prepopulated with the Planned Programs that the Performing Organization the 1862 or 1890 Land Grant University which employs the Project Director currently has on file in its approved AREERA State Plan of Work Please choose the Planned Program s which best serves as the umbrella under which this project would fall i e this project supports or adds to achieving the overall goals objectives of the Planned Program You may choose more than one Planned Program and assign appropriate percentages If you choose only one you must enter 100 for the percentage Note that if the drop down list is not populated with Planned Programs from which to choose that means you have not entered and saved a start date for your project on the Cover page in this module By classifying this project under one of these umbrella Planned Programs NIFA will be able to automatically calculate such items as funding amounts and classifications on behalf of the Land Grant so that they do not have to do so manually in their AREERA Plan of Work or Annual Reports of Accomplishment and Results kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 41 PROPOSAL Section Formula Only Not required for Multi State Hom
140. s if the accounts are within your own department administration budget to a project budget you can shift the expenses to the correct budget by processing an ETR without getting ARC involved If the expenses will be for Multi State Committee trip the ARC Multi State budget is involved and the ETR will need to be sent here for signature that we agree to accept the charges please call to verify the correct ARC account to designate for the transfer From there the correct budget can be reimbursed by ARC Please note that only 10 accounts for ARC and 09 accounts for Extension can be reimbursed on behalf of ARC Extension 14 Can the ticket be purchased on a traveler s WSU corporate card and be reimbursed Yes just include the documentation with the TEV and show the cost in the Other Expenses section of the TEV For your review the following applies to the Card 99 The WSU Travel Charge Card is personal liability Visa card issued to WSU employees to be used for payment of expense incurred while traveling on behalf of WSU Allowable Purchases Lodging Meals Rental Cars and Airfare through a GA approved travel agency or directly from an airline Prohibited Purchases Include Personal Items Non Official Travel Related Items Room service alcoholic purchases etc and Non Business Related Telephone Calls What are the Benefits of Having a WSU Travel Charge Card Travelers have the ability to secure reservations no
141. s a type of report in REEport A module in REEport is a section of the software that is composed of multiple sub sections or screens that will walk you through the data fields that you must fill in before submitting that particular report type Example If you are in the Project Initiation section of REEport then you are entering data on various screens in order to submit the Project Initiation form at the end of the section Thus when you come to the end of the Project Initiation section in REEport and you ve entered all your data you will click submit in order to send your Project Initiation Report Form to the next stage Pending Submission The ARC will now review it Modules in REEport Upon official deployment of REEport in 2013 there are three report types supported by the software Project Initiation Progress Report and Final Termination Report These report types are housed in modules where the reports are created edited and submitted A fourth module is also available called Project Changes This module does not produce a report type but it is a place where electronic changes to various data fields of an existing project may be edited A fifth report type and module Financial Report is used by BFO to report expenditures The sixth module is Reports that can be used by Site Administrators and Assistant Site Administrators to produce data in a variety of sorting choices to trac
142. s any research project funded by one of the following five formula funding lines Hatch 1862 Land Grant University LGU only Hatch Multi State 1862 LGUs only Evans Allen 1890 LGUs only Mclintire Stennis Animal Health Renewable Resources Extension Washington State University is the Land Grant University LGU for the state of Washington as well as the State Agricultural Experiment Station SAES for Hatch Multi State projects For formula funded research Project Initiation needs to be completed by any LGU Project Directors PD who has been granted authority by their parent LGU to use a portion of its the institution s allocated formula dollars Hatch Hatch Multi State Evans Allen McIntire Stennis Animal Health or Renewable Resources Extension to perform approved research REEport Project Initiation forms must be completed in order to gain approval by NIFA to begin the research and to spend formula dollars on that particular project Requirements and Due Dates Project Initiation May be submitted at any time Upon deployment of REEport NIFA s policy is that all formula projects are reported on by following the federal fiscal year Thus the overall reporting period for each progress report and final report must follow the federal fiscal year FY October 1 thru September 30 Example A project initiation is submitted and approved in February of 2015 the first progress report will cover the reporting period of Febru
143. s retrieved area will show if the search found any results with the words or phrases entered above or more records are retrieved scroll down and select Display Results e The screen will display basic information about the first 10 projects using the keywords you provided You may click on More beside any of the projects to obtain additional information about that project including objectives approach and last progress report e Also you may click on the researcher s name and you will obtain information about all of that researcher s projects that are a part of the CRIS website There is another way if you prefer to have NIFA do more of the search for you Login to https portal nifa usda gov portal Scroll down to the Heading Link to Other Systems Find CRIS in the middle section Click Select the hyperlink to the CRIS System Find Look for the Heading Search CRIS on the left side in the gray area Select Professional Search Click on the box Edit Enter keywords to search on in the large blank field Use the drop down menus for Search Aids and Search Fields to get a better sort Look at the Hit Count area to see the number of any items found Hit OK to take you to the next screen where you can click on the Edit box to view If you do not find what you want go back and use different search parameters The procedures to develop a new project or revise an existing project require p
144. sually done by the PD when all the errors have been corrected and the PDF copy has been printed out for department signature Remember that any project found in the Draft folder at the Project Initiation home screen has not yet been submitted for review to the ARC office The Submit for Review in Project Initiation looks like this Home Project Initiation Progress Report Fissncial Report Report Project Initiation SAES IOWA STATE UNIVERSITY Project Change Final Report Site Administration Submit for Review Review in PDF format Initiation Stage Submission Clicking Submit for Review will move the project to the next review stage 0 es e The submitter SA or PD can tell that the project is at the first level of submission by the Workflow Status shown in the middle of the screen red underline Also note the red arrow indicating that the project is being submitted for Review To actually submit the project make sure to click the Submit for Review button at the bottom of the screen red circle e NOTE If there are missing or incorrect data fields in the project a list of red correction items will show up Project Initiation SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Submit for Review Review in PDF format Your project is not yet complete
145. t NIFA http www nifa usda gov business reeport_imp html Q Do the Farm Bill classification codes apply to standard grants or just the formula grants Would this be done at grant initiation each year How will the coding be communicated to the scientists completing the reports A The Farm Bill classification codes apply to all grants especially the standard grants such as AFRI since this is the purpose of those codes It would be done at the time of grant initiation in the classification page screen The coding will be communicated via the REEport Newsletter upon implementation of this element As of FY15 the Farm Bill codes have not been requested kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk FINDING PROJECTS IN REEport Q didn t see a field for grant agreement numbers for grant projects frequently look up grants using the agreement number This is a very important number the Grants gov number is useless to us once a grant is funded we would never use that number A The Agreement Number is found after opening a project on the Cover Page You will need to look up all projects associated with your name on the main screen and click on anything that has a Grants gov number to find the one you want Q have put information into several fields so can find my project but nothing comes up A Fill in only 1 field If that doesn t pull up anything Erase that and fill in only one other field to search 81 kkkkkkkkkkkkkkkkkkkkkkkkkk
146. t often happens when a given project has been terminated and a new project is being initiated that continues the research from the terminated project Having the same project number enables the PI to track the research under that single identifier For a NEW project use the temporary number WNPOYourLastName until the ARC assigns a permanent number before submission The Division Station Code WNP for Washington State University ARC projects as shown above this field will always automatically be appended by REEport as a prefix to the number entered Note NIFA does NOT use project numbers to track projects or to perform data retrieval searches Accession Numbers only are used for these activities This allows WSU to keep the same budgets Collaborating Partnering States Collaborating Partnering Institutions Collaborating Partnering Countries For the above three categories identify any other states partnering institutions countries that are significantly participating in this research project A significant amount of participation to a project generally implies that the PD would not be able to realize the major objectives of a project at all or as effectively without the participation and support of the other participating state s Note A contribution of effort and or resources i e 5 5 5 materials can be made regardless of whether or not the partnering entity is receiving or contributing actual monies towards the project Sta
147. te Animals Used No Yes H YES to Vetebrate Animals Is the IACUC review Pending Yes No IACUC Approval Date Animal Welfare Assurance Number ume primary respornibility for complying with the Animal Welfare Act 7USC 2131 2156 Public Law 89 544 19 This performing organization agrees to asu animals housed under far in Agricultural Resear ch and Teaching Federation of Animal S Important All Formula Fund Project PDs MUST answer Questions 1 and 2 and their subparts In the more section you will find the NIFA STATEMENT OF POLICY Institutions receiving NIFA funding for research are responsible for protecting human subjects and providing humane treatment of animals To provide for the adequate discharge of this responsibility NIFA policy requires an assurance by the institution s Authorized Organizational Representative AOR that appropriate committees in each institution have carried out the initial review of protocols and will conduct continuing reviews of supported projects http www fass org docs agguide3rd Ag Guide 3rd_ed pdf 42 HOW TO SUBMIT A FORMULA PROJECT Two Stages First Level Submit for Review There are two levels of submission every project must go through The first level is the Submit for Review level At this level either the SA or the PD has the capability to submit a project up to the institution site level the ARC office for review This is u
148. the REEport Guide for Project Directors for instructions on submitting Project Initiations Progress Reports and Final Reports in REEport at http nifa usda gov resource reeport quide project directors The REEport Operational Reports module This tool in REEport is a search utility that allows Site Administrators the ARC and Assistant Site Administrators department clerical support for REEport to generate and export various status report regarding all of the projects managed within WSU s REEport site This provides greater flexibility and insight to assist with the management of reporting requirements Benefits of REEport As part of REEport s implementation NIFA transferred existing data in CRIS to REEport and then terminated the applicable component of CRIS For the existing projects that reported to CRIS the awardees began reporting to REEport This transfer of data provided a seamless transition for awardees that had previously been using CRIS Webforms and eliminated the need for them to re enter any previously entered or approved project data e REEport better addresses NIFA accountability and reporting needs by supporting limited use of program specific data fields and the ability to upload documents such as portable document files PDF into reports e With the implementation of REEport NIFA formally eliminated the requirement to submit an annual Financial Report old form AD 419 for non formula grants Annual Financial Report
149. the proper chains at their employing institution Once the proposal has been approved the PD must submit a project initiation through REEport to gain NIFA NPL approval along with an attachment of the original proposal Only once the NPL approves the project and puts it in active status is the PD allowed to spend formula funds on that research To enter the project initiation module of REEport click either of the two buttons shown here 22 REE port Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY Home Progress Report Financial Report Reports Project Change Final Report Site Administration Project Initiation Progress Report Final Report OVERVIEW Non Formula Project Initiation Competitive Grants such as AFRI NRI NIFA etc If you want to fill out the project initiation for non formula project that you ve been awarded you can find that project either by typing in the proposal number and clicking search option 1 below or you can open your Drafts folder and click the project you want to work on option 2 below Option 1 At the project initiation home screen type your proposal number or PD name into the appropriate box and click search It works best if you only fill in one box at a time for a search in case there is a problem with any item 26 Accession Number Project Number Proposal Number Performing Department Project Director Clear Search
150. this Project Initiation SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration submit for Review Review in PDF format Workflow Status Initiation Stage Submission Clicking Submit for Review will move the project to the next review stage Submit for Review save e The submitter SA PD can tell that the project is at the first level of submission by the Workflow Status shown in the middle of the screen red underline Also note the red arrow indicating that the project is being submitted for review TO actually submit the project make sure to click the Submit for Review button at the bottom of the screen red circle e NOTE If there are missing or incorrect data fields in the project a list of red correction items will show up on the Submit screen each item needing to be fixed is a clickable link for easy access to that particular section Project Initiation SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Submit for Review Review in PDF format Q Your project is not yet complete The following sections must be filled out before submitting click on each section to complete it Products can t be blank Start Date must not be back dated 69 e Once the pro
151. tions and information cover the non formula competitive grants Cover page and formula Hatch etc cover page separately 27 OVERVIEW Formula Project Initiation Create a New Project or Revise an Existing Project Creating New Project applies to formula projects only Such as Hatch Hatch Multi State Mclintire Stennis and Animal Health You will need to create a new project any time there is a new formula project that has been approved through your institution s merit review process and needs NIFA approval before formula funds can be spent on that project Or if you are revising an existing project to continue present research Click Create a New Project button Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director Create a New Project Expand All Folders Collapse Al Folders 4 Project s In Draft Stage Funding Source Choose the funding type that will be the funding source of the new project note that only formula fund types available to a particular institution will appear in the drop down list and only one type may be selected If you choose Hatch Multi State at this stage you will also be asked to choose the correct Multi State project number from a drop down list Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Choose Funding S
152. tment check list for the annual reporting process A REEport now includes a Report Module You are able to display sort and export project data If a PD enters his final report in the progress module how can this be corrected prior to submission A Prior to submission the Site Admin has the capability to edit it or to send back for edits So you are able to remove all content and copy it into the correct reporting module either Progress or Final Q Do the reports submitted to NIFA have to be done individually or is there a way to submit all or a group of projects after administrative review marked complete in CRIS A Batch submissions like in the old CRIS system is not possible They must be submitted individually Q Can you print blank copies of the forms from REEport A No You cannot print out blank copies of the forms in REEport However contact the ARC and ask for the forms they made in Word doc format that you can use if you cannot access REEport The data can then be cut and pasted into REEport later by yourself or by Department staff or the ARC Q When an email notification goes to the Site Admin does and email notification also go to the PD A Yes the Site Admin and the PD are both notified via email if an action on the submitted project pertains to submission deferral denial approval or that a Progress or Final Report is due on the grant Q Is NIFA going to send us a Review Comment sheet letting us know w
153. tries that are significantly participating in this research project A significant amount of participation to a project generally implies that the PD would not be able to realize the major objectives of a project at all or as effectively without the participation and support of the other participating state s Note A contribution of effort and or resources i e SYs PYs materials be made regardless of whether or not the partnering entity is receiving or contributing actual monies towards the project Start Date For non formula projects the start date is prepopulated based on what NIFA has on file from the approved grant application NIFA follows two rules when prepopulating this date 1 The start of the project begins when the award of funds is made to the grantee OR 2 the start of the project begins on a future date that occurs after the award of funds is made because such future start date was originally approved with the grant application End Date The project end date for non formula projects is prepopulated based on the approved grant award Project Director Authorized Organization Representative NIFA Program Contact The above three fields are prepopulated based on the approved grant application 47 PARTICIPANTS Section Home Project Initiation Progress Report Project Change Final Report Site Administration Participants Estimated Project FTEs For The Project Duration
154. ublication in the proceedings of a one time conference not part of a series should be reported under Books or other non periodical one time publications Books or other non periodical one time publications Any book monograph dissertation abstract or the like published as or in a separate publication rather than a periodical or series Include any significant publication in the proceedings of a one time conference or in the report of a one time study commission or the like Other publications conference papers and presentations Identify any other publications conference papers and or presentations not reported above Patent s and Plant Variety Protection s PVP Identify inventions for which patents or plant variety protection PVP has been or will be sought Include patent PVP applications that have been filed with the patent or PVP office for more than 18 months Include the date of application for an award of patent PVP protection and or licenses that have resulted from the research Submission of this information as part of this Progress Report is nota substitute for any other invention reporting required under the terms and conditions of any award 64 OTHER PRODUCTS Section Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Other Product shi Other Products Fields marked with an asterisk are required for submission View
155. uently travelers department chairs and station directors should use these guidelines 1 All budget and expense paperwork must be processed through ARC administration Reimbu of expen may be delayed lly reimb or denied if the TA is not itted for a 1 to the ARC trip and or TEV paperwork is not submitted through the ARC office for payment Ellen Yeates is the designated contact for Multi State Travel The TEV must be sent to the ARC for val so expenses can be k r reimbu later The meeting must be authorized by the Administrative Advisor of the project or committee on the web based National Information Management Support System NIMSS before travel requests will be considered A simple email announcement of the meeting distributed by the meeting committee will not suffice as the authorization The faculty member will work with their department and with their assigned CAHNRS Business Center support staff Pullman campus departments only to prepare the Travel Authority TA It will be signed first by the Department Chair or Director and then sent to the ARC The ARC Director and or the Associate Dean for Extension will then review the TA and sign for approval ARC will then send a pdf signed copy of the TA to the department and Center as applicable Travel funds provided by the ARC or WSU Extension under this program are limited to 1 200 00 per trip as authorized both by ARC and or Extension If the traveler holds appointments in both t
156. ufficient to explain the objectives of the project and how results will be achieved Upon submission the project initiation report from this module is routed electronically to a NIFA National Program Leader NPL for review The NPL makes the decision to approve defer or decline the project Progress Report The Progress Report section in REEport takes the place of the old AD 421 Form used in the CRIS Webforms system This module is used to provide annual updates on the progress made for both formula and non formula projects Note that the REEport system forces you to submit all progress reports in sequential order That means that the system only creates one Progress Report shell at time for a given project It is only once you fill out that form i e shell and submit it that the next Progress Reporting shell for the next reporting period gets created by the system and so on until all progress reports are submitted for the life of the project Note that the final year of any project will not have a progress report Rather it will have a Final Report in which you will report major accomplishments and associated data for the DURATION of the project see Final Report definition below 14 A new feature of the Progress Report that differs from the AD 421 format is the reporting of Full Time Equivalents FTE s In the Project Initiation module of any project you are asked to ESTIMATE the total number of FTEs that will supp
157. ught and if so are they attainable from the successful pursuit of this research Have appropriate means been identified for disseminating the research findings 8 15 the project likely to contribute significantly to the cumulative knowledge of the discipline and the targeted clientele 9 Does the proposed study complement on going research in the department or in other departments at WSU Have relevant individuals or units been contacted for possible cooperation If you feel that you cannot complete a timely review of this proposal please contact me at ___ Number or Email address ___ so that may contact someone else to assist with this peer review Thank you Sincerely XXXX Chair or Station Director 7 89 WSU AGRICULTURAL RESEARCH CENTER PEER REVIEW COMPLIANCE REPORT PROJECT TITLE PROJECT LEADER CO INVESTIGATORS Name Department Name Department COOPERATING DEPARTMENTS OR OTHER AGENCIES REVIEW TEAM Name Department Name Department Name Department What are the strongest features of this proposed research project What are the weakest points of this proposed research project Was a CRIS search conducted If not why not Were relevant departments at the University of Idaho and Oregon State University involved in the preparation and or review of this proposal Signature of Project Leader s Department Chair Center Director 90
158. ula that are all in project initiation you might find it most helpful to expand the draft folder and find those three projects within that folder Click on the heading title and the drop down list will appear You can also hit it again to sort by letters or numbers 23 Project s In Draft Stage Project Grants gov Proposal Title Department Project Director Funding Source View None iowKStest N A Control of Food Borne Pathogens in Pr None HATCH MU PDF None None GRANT00469387 2008 03943 Developing Predictive Models for Iden Animal Science Christopher Tuggle FORMULA PDF None None N A N A N A None STATE PDF None None N A N A N A None HATCH PDF None iowtest N A N A working U S Pork Dorian Garrick HATCH PDF None iowtest N A N A Initiating a state project by PD Leopold Center Gwyn Beattie STATE PDF Important Items to Remember when Moving through Modules in REEport and this Manual e All of the instructions provided in the REEport system help text is indicated by the icon and in the following manual sections Project Initiation Progress Report etc match the help text that is provided for those fields in the REEport system indicated by the icon In this manual the instructions help texts are provided in the order that each data field is listed on the page after each screenshot shown matter what module you
159. urs when there is a change in behavior or the participants act upon what they have learned adoption of techniques and methods or a change in practice Examples of a change in actions include application and actual use of fundamental or applied knowledge adoption of new or improved skills direct application of information from publications adoption and use of new methods or improved technologies use of skills by youth and adults in making informed choices adoption of practical policy and use of decision making knowledge A change in condition occurs when a societal condition is changed due to a participant s action Examples of a change in conditions include development of human resources physical institutional and information resources that improve infrastructure technology transfer management and behavioral changes and adjustments quantified changes in descriptive statistics trade balance export sales etc better and less expensive animal health changes in conditions 0 wages health care benefits etc of the agricultural workforce higher productivity in food provision quantified changes in quality of life for youth and adults in rural communities safer food supply reduced obesity rates and improved nutrition and health or higher water quality e g increased water clarity and a cleaner environment e g measurably reduced pollution NOTE Include a discussion of stated goals not yet met As the project progresses
160. ursuant to AREERA Section 204 then you must fill in these percentage fields Associated Planned Programs If this project is a Hatch Hatch Multi State or Evans Allen project this drop down menu is prepopulated with the Planned Programs that the Performing Organization the 1862 or 1890 Land Grant University which employs the Project Director currently has on file in its approved AREERA State Plan of Work Please choose the Planned Program s which best serves as the umbrella under which this project would fall i e this project supports or adds to achieving the overall goals objectives of the Planned Program You may choose more than one Planned Program and assign appropriate percentages If you choose only one you must enter 100 for the percentage Note that if the drop down list is not populated with Planned Programs from which to choose that means you have not entered and saved a start date for your project on the Cover page in this module By classifying this project under one of these umbrella Planned Programs NIFA will be able to automatically calculate such items as funding amounts and classifications on behalf of the Land Grant so that they do not have to do so manually in their AREERA Plan of Work or Annual Reports of Accomplishment and Results kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 57 How to Submit Non Formula Project Two Stages First Level Submit for Review There are two levels of submission every pro
161. us For the purpose of Project Initiation the module you are in right now you should include all products outputs that are expected estimated to result from the duration of this project Products Outputs are activities events services and products that reach people e Activities include conducting and analyzing experiments or surveys assessments facilitating teaching or mentoring e Events include conferences demonstration sites field days symposia workshops and trainings e Services include consulting counseling and tutoring e Products include any publications audio or video products curricula data or databases equipment or instruments patent applications applications for Plant Variety Act protection models networks and or collaborations fostered by the project or activity physical collections or resources new animal germplasm or genetic maps software technology methods or techniques train the trainer manuals website s with the appropriate URL s information skills and technology for individuals communities and programs or students graduated in agricultural sciences NOTE When you complete future progress reports and your final report you will be asked to differentiate between actual realized products i e traditional standard outputs and actual other products In those future reports the only items that should be included in the products section are Publications Patents and Plant Variety P
162. var and breed development selection theory applied quantitative genetics breeding for improved food quality breeding for improved local adaptation to biotic stress and abiotic stress and participatory breeding iv plant pest interactions and biocontrol systems v crop plant response to environmental stresses vi unproved nutrient qualities of plant products and vii new food and industrial uses of plant products B ANIMAL HEALTH AND PRODUCTION AND ANIMAL PRODUCTS Animal systems including i aquaculture ii cellular and molecular basis of animal reproduction growth disease and health animal biotechnology iv conventional breeding including breed development selection theory applied quantitative genetics breeding for improved food quality breeding for improved local adaptation to biotic stress and abiotic stress and participatory breeding v identification of genes responsible for improved production traits and resistance to disease vi improved nutritional performance of animals vii improved nutrient qualities of animal products and uses and viii the development of new and improved animal husbandry and production systems that take into account production efficiency animal well being and animal systems applicable to aquaculture C FOOD SAFETY NUTRITION AND HEALTH Nutrition food safety and quality and health including i microbial contaminants and pesticides residue relati
163. ve projects that need them It s also important to remember that only progress report shell draft is created by REEport at a time So even if you have a five year project and will eventually be submitting four progress reports the last year you only submit a Final Report you will have only one shell draft for the first progress report due for the first reporting period After you submit that first progress report the next one will be created by the system for the following reporting period and so on and so forth e NOTE This applies even if you are late in submitting your reports i e you are two reporting periods into the project and you have not submitted the progress report for the first reporting period the system will still only have the first one waiting for you to fill out and submit and create the 2nd 3rd and 4th ones only upon submission of each of the previous reports kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk PROGRESS REPORT HOME PAGE Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Track Progress Reports Accession Number Project Number Proposal Number Performing Department x Project Director Clear Search Reporting Period Grants gov Proposal Project Director Type 9000027 TENO tes 2012 04 30 2012 09 30 N A N A Suping Zhou EVANS ALLEN TEST 101 PDF 8 DF 9000028 TENO 0002 2012 03 30 2012 09 30 N A N A Rich
164. ved If you leave your changes will be lost gt Leave this page gt Stay on this page If you get this message you MUST choose stay on this page so that you will have the option to save your work before moving to another page If you choose leave this page your work will not be saved 24 Finding Editing amp Managing Projects When navigating the software and moving from module to module and from project to project within those modules it s helpful to remember that every module is set up exactly the same in terms of HOW to find the project you want to work on Option 1 Your first option is to always use the search tool on the home screen of each module This option is most helpful when you know the exact data to search for at least one of the fields accession number proposal number PD name etc it s also helpful when not exactly sure what status the project is and therefore wouldn t know which folder to look in Fill in only one field at a time If more than one is filled in and there are any errors in either field the database will not find any information at all Accession Number Project Number Proposal Number Performing Department Project Director Clear Search Option 2 Use the expanded folder views to see the list of projects in that particular folder If you know for example there are three projects you want to work on one formula and two non form
165. xtension to solve a problem this includes the generation of knowledge and the transfer of information and technology Hint You should check yes for this question if this project is a Hatch or Hatch Multi State Project which is being supported by both Hatch funds research component and other funding that supports an extension component of the activity Examples of acceptable combinations of funds Hatch and Smith Lever Hatch and State extension funds Hatch Multi State and State and Other federal or private funds Note If you check yes for this question you will be required to fill out the percentage fields that follow to include a percentage for Extension activities Research Activities Once you enter any percentage for the research category additional percentage box fields will appear up on the page asking you to classify the type of research basic applied developmental into percentages The percentages on each section must always add up to 100 Note If you checked yes that this project is an integrated activity pursuant to AREERA Section 204 then you must fill in the percentage fields here as well Associated Planned Programs Note If this is a Hatch Hatch Multi State or Evans Allen Project you will be asked here to associate this project with one or AREERA State Plan of Work Planned Programs that are listed with WSU s most current Plan of Work If you skip directly to this section without entering a sta
166. y assessment and vi new approaches to rural development including rural entrepreneurship 78 FAQS from and the ARC for REEport Usage PORTAL LOGIN AND REEport ACCESS 1 don t know where to login a http portal nifa usda gov 2 need a REEport account set up for me My email address is not recognized by the system a Contact your organization s REEport Site Admin to have an account created for you This is the ARC office I already an account but cannot access it a Double check to make sure you are entering your address correctly b If your email address has changed at any point and you know you are the listed PD ona project then the project you are looking for is probably associated with the old address Contact the ARC office to check the email address associated with your name 4 don t know User ID or Password a Your User ID is you email address You control and set your own password It is possible to reset your password login to REEport enter your email address and click the Reset Password link in the area under your email address Follow the directions on the screen to set up a new password You will receive a message from REEport with an activation link to lock in your new password 5 The Project Director has changed on the project how do they login a If it is an competitive grant then contact the NIFA program staff as listed on the Award Face Sheet and they will
167. y edits of all the data get it signed by the Assoc Director then go to the terminate section on the menu bar Once on the terminate page the SA will have the ability to enter comments as part of the official record of the project While they will not be viewable by the public they will be viewable by the PD SA and all NIFA personnel kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk 14 TECHNICAL SUPPORT amp INFORMATION SERVICES REEport Customer Service NIFA has a customer service team dedicated to supporting REEport users The REEport customer service team is part of the Planning Accountability and Reporting Staff PARS and is the first point of contact for REEport users who have technical data and or policy related questions or issues such as User profile set up issues e Site Administration issues e Changing incorrect data e Technical problems with REEport application i e can t save formatting issues etc Data related questions What do put in which section Policy related questions What are the due dates What are the requirements for my report type e Extension requests The ARC office is your first source of support and can also submit questions and and call NIFA on behalf of PD s to resolve and track issues REEport users may send an email to REEport nifa usda gov or call the REEport Customer Service line at 202 690 0009 Email Instructions If the PD is submitting a question directly to th
168. y hold one or more college degrees and have otherwise qualified for employments in a professional category Generally professionals have a high degree of research activity responsibility but do not hold principal investigator status or equivalent at the reporting institution Examples Department Head Resident Director Statistician Analyst Assistant Director Dean Technical Technical Staff are associated with research efforts in a technical capacity and do not participate in the investigative aspects of the research Examples Lab Assistant Mechanic Carpenter Machinist Skilled Tradesperson Administrative and Other These are clerical and support staff who contribute to the non technical support of the project It is often difficult to assess an individual s clerical and labor support to any one project they usually support groups of researchers of different projects in a broad manner such as by ordering supplies typing reports managing bill payments performing janitorial work Examples Secretary Typist Repairman Janitor Data Entry Students within Staffing Roles CIP codes are required for each student participant CIP stands for Classification of Instructional Programs The CIP codes provide a taxonomic scheme that supports the accurate tracking and reporting of fields of study and program completions activity These will be needed for each undergraduate graduate and post doctoral student who participates in your grant project
169. your name listed you must contact the Site Administrator at your own institution to be set up there as a user and activate your access with your own password You will process all paperwork through them WSU participants as sub contractors to the other institution s PD do not have to set up their own project They will report data to the PD to use to complete the annual report for which they are responsible Site Administrator This is the REEport Site Administrator Site Admin SA for your institution ARC support staff are Site Administrators and can answer questions regarding access to REEport Permission to enter and or modify data should be directed to your Site Admin kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk PARTICIPANTS Section Meme Project Intteten Progress Lopert Change Piani SIoco Project Director The fields pertaining to the Project Director are prepopulated according to what is displayed on the Cover Page Co Project Directors Enter the information for all Co Project Directors Co PDs other Participants The Co Project Directors are the other participants who are contributing significant effort and are also listed on the Proposal Outline To enter more than one Co PD click the sign that appears after the first one has been added Repeat as needed for additional participants Estimated Project FTEs for the Project Duration FYI An FTE is defined

REEport Manual - College of Agricultural, Human, and Natural

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