Home

REEport User Manual - UC Agriculture and Natural Resources

1. Performing Department Project Number Code Name TENO TT tC States and Organizations Collaborating Partnering States Collaborating Partnering Organizations a LO p C C Only organizations from your collaborating partnering states are shown Countries Collaborating Partnering Countries B Project Contacts Project Director Site Administrator a Select from list of Project Directors x Name Carter Catlin Jr Email Address ccatlin tnstate edu First Name Middle Name Last Name Phone Number 000 000 0000 Email Address Phone Number 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 capacity funding source are Hatch Hatch Multistate Evans Allen 93 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 automatically change the status as appropriate Title Mclintire Stennis Animal Health and Renewable Resources Extension Although it is not a NIFA capacity funding source there is also the option for State 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 Pendi
2. 7 Note that for all data you enter they should be applicable to the period of performance ONLY as listed on the cover page of the report 8 Once all your data have been entered make sure to click the submit button on the last screen your submit screen use the link above in Step 6 for detailed screenshots of this process Upon completing this action take note of the following e Your progress report is reviewed by a NIFA National Program Leader NPL If the NPL deems the report unacceptable for any reason he or she may request that the report be sent back to you within 90 days for editing and resubmission Note that when this action is performed the system will alert you that the report has been sent back however no comments on what to change will be included in the email Your NPL reviewer will communicate with you outside of the REEport system so that you can make the proper edits and resubmit the report e If your submitted progress report sits within REEport for 90 days after submission your report is then considered final and no changes can be made whether at the request of the NPL or by you 9 Once a Progress report is submitted to NIFA REEport automatically creates a form for the next period of performance for which a report will be due e A progress report sitting in the draft folder may be edited by you the PD at any time but it can only be submitted up to 90 days prior to the anniversary of the start date i e t
3. Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher Contact Us 6 You will be brought to your REEport home page where you have the ability to start new projects and manage existing projects Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports ProjectChange FinalReport Site Administration Project Initiation Progress Report Final Report Project Change Site Administration 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 70 Email Password Log In Register for the NIFA Leadership Management Dashboard LMD Reset password Eip The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners Agency Executives National Program Leaders Program Specialists and Program Assistants at NIFA with actionable business information in a format that is both intuitive and insightful Latest News 2 Click the REEport link that appears on your welcome page under Active Applications All 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 then you have not yet been s
4. Submit to NIFA button on the last screen your submit screen use the link above in Step 6 for detailed screenshots of this process Upon completing this action take note of the following e Your final report is reviewed by a NIFA National Program Leader NPL If the NPL deems the report unacceptable for any reason he or she may request that the report be sent back to you within 90 days for editing and resubmission Note that when this action is performed the system will alert you that the report has been sent back however no comments on what to change will be included in the email Your NPL reviewer will communicate with you outside of the REEport system so that you can make the proper edits and resubmit e If your submitted final report sits within REEport for 90 days after submission your report is then considered final and no changes can be made whether at the request of the NPL or by you Extensions amp Continuation Awards Non Capacity projects including competitive grants in REEport cannot be extended by the PD via the REEport System Any type of extension including no cost extensions and continuation awards are documented within NIFA s internal grants processing system Such extensions are then auto filled into the end date field on the project in the REEport system and on all associated Progress and Final Reports What to do if your project is getting extended 1 If you have requested and received appr
5. 101 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 number of people impacted Audience Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Target Audience Fields marked with an asterisk are required for submission List the Target Audience for this project More 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 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 throug
6. Administrative Site SAES IOWA STATE UNIVERSITY Roles and Permissions Assign Permissions Select Project Initiation Progress Report Financial Report Role Name Read All Create And Update Admin Support Vv Project Director Iv Reviewer j 5 Site Administrator Save Save and Exit Wizard Next What to do when you are asked to Claim a Non Capacity Project For non capacity grants that come into the REEport system via the grants gov application process REEport is sometimes unable to determine which site the project belongs to If REEport does not have enough information to identify the site under which to put the project it will send out an alert email asking for someone to claim the project The email will be sent to any Site Administrators that are part of the parent university system i e Ag Experiment Station Vet Med School Forestry School etc and also to the Project Director and AOR listed on the project NIFA needs one person to claim the project for their site by sending an email to reeport nifa usda gov indicating the specific organization to which the project belongs The claim email simply needs to state where the project belongs For example This project belongs to the State Ag Experiment Station A screenshot of a sample alert email that is sent out by the system is on the following page 31 From REEport nifa usda gov Sent Tue 9 24 2013 4 30 AM To j j Eear i C
7. In FY2012 NIFA instituted a Policy change non capacity grantees are no longer required to complete yearly Financial Reports the old AD 419s Thus a non capacity grantee only uses REEport for Project Initiation Progress Reports and Final Reports The Federal Financial Report the SF 425 must still be submitted to the Office of Grants and Financial Management this is due annually based on the start date of the project The SF 425 is sent as a PDF via email to the Awards Management Division at NIFA Click here to learn more about this process Requirements and Due Dates 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 the project initiation PDs should be aware that they will not be awarded any funds until NIFA has received the project initiation via REEport Progress Report Due no later than 90 days after the anniversary of the start date of the project but may be submitted up to 90 days prior to the anniversary date The exception to this is continuation awards progress reports for a continuation award must be submitted within the 90 days BEFORE the anniversary date in order to receive continued funding The anniversary date is always one year from the date of submission of the project initiation OR from the start date indicated on the approved project initiation whi
8. Name Audrey Trotman Email Address atrotman nifa usda gov Phone Number 202 720 2193 89 Funding Source The funding source is prepopulated as Non Capacity 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 automatically change the status as appropriate 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 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
9. Table of Contents INTRODUCTION iscsccscccsccsscscecssscsssecescssecdescsssedetescecsescacsesessacscsescscecsescaskcssscacdessscasucssscacsessscasncsescasiecsscaseedstcassedsscssncdetcasecdsscasec eseassecess 3 WHAT ISIREEPORT P eeir a E puntyeha R a R a EE AE S ER E ER AR ar a REA KEE a Aene KAE r AECE PRENEC ENNES 3 BACKGROUND Ledina arite reire s E EEEE E EE E E EEEE ESE E EEE EE REEE E EEEE e E E EEEE A EEEE REER 3 BENEFITS duonos a a a a e E 4 WHOWSES REEPORT cresen E E E AEE A EE E seadeueensveoeers 5 alela baa No a DE E AEE EEE EE E EA AE AE 7 DEFINITIONS OF MODULES cv essecedessinciesinseeedsetssavbecseoetsc tans duescanesdsonaestvevsecedcavayesessdsvoedeasancevesesce esyinesvbossenidecbacuiysetaeebicshivedueesinvedeenseceneveeses 7 Proj ct l alia ido Nsan euiar aana ty ere cerrreree roy err rere ere trayay rere terre ere yer rere errr nr erent reefer rrrrterrererr ctr aE retry trererret re tr te 7 Pr gress Report rioria A cantata iw ibads candales lt ancades can patestandaads sangauds caus sddesnnpasusdandbadssaneads lt bacadevcanpiluedaadaadsvases 8 FIRGINGCIGURE DOME ssicccs a ccecs soca E AE E eies sas thiaadalescesesniadsdanseced iotuututedacedestaaudadeieesed seas ncessedensasadusacacseanteadsersetiers 8 Final ODOM Sere eea cs caste steven E E E A E EE E EA E E E AE EEE A E E S 8 GENERAL WORKFLOW SUBMISSION AND APPROVAL PROCESSES cccccssscsssscsccccccsccccccccccccccccccccccccssccsccccscscccccescsssccsscssceseseeees 10
10. 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 Activities include conducting and analyzing experiments or surveys assessments facilitating teaching or mentoring Events include conferences demonstration sites field days symposia workshops and trainings Services include consulting counseling and tutoring 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 100 products section are Publicati
11. 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 98 Goals broad manner such as typing reports managing bill payments managing equipment and supplies etc Examples Secretary Data Entry personnel Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Goals Objectives Fields marked with an asterisk are required for submission What are the major goals of the project What are the Major Goals of this Project By Major Goals NIFA means the over arching goals of the project AND the objectives that will be undertaken to achieve those goals Provide a clear concise statement of the major goal s of this project This should encompass a broad perspective of what purpose service major achievement or milestone this project will provide Following your goal statement please list the objectives of the project using numbers for each in either list or p
12. 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 In this 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 capacity or capacity 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 capacity 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 ina 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 FTEs 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
13. Upfront Hints amp Explanation of how Progress Reporting works e Using the Progress Report module an Annual Progress report is required to be completed and submitted for each year your project is active except in the final year of the project after which a Final Report is submitted that covers the entire project duration e You will find that a Progress Report form has been automatically created for each active project that you have initiated into the REEport system These are found in the Draft folder in your Progress Report module and are automatically set to report on the first year of the project o Once the first year s Progress Report is completed and submitted REEport will automatically create a new reporting form for the second year then the third year and so on o Policy Note Missing the due date or failing to submit a given year s progress report does not absolve a grantee of needing to submit the report nor does it allow them to just continue on with submitting the next progress report e g submitting the second year s progress report when the first was never submitted REEport forces all Project Directors or Site Admins to submit the each year s progress reports successively starting with the first period of performance Multiple progress reports can be submitted in one day if the PD needs to catch up with their required reporting e Performing Periods for progress reporting o For Capacity projects Federal
14. being publicly available Submitting the Federal Financial Report SF 425 Non Capacity projects in REEport are not required to have Financial Reports those in the REEport system format submitted against them However for each active year of a project the Federal Financial Report SF 425 must be submitted to the Awards Management Division at NIFA The details of this report are outlined in the Terms amp Conditions of your award The report form can be found at https www whitehouse gov omb grants_ forms and should be sent via email to awards nifa usda gov 84 Submitting a Project Initiation Data Content amp Instructions Project Initiation is the report that must be submitted to NIFA in order for any non capacity or capacity project to become officially active For non capacity Even if an award has been recommended the Project Director of that project will not receive their funds until the NPL Program Contact receives the project initiation through REEport For capacity projects A PD is not allowed to spend capacity funds capacity building grant already awarded to the institution on their research until his her project proposal has been submitted and approved through the proper channels 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 p
15. 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 111 Project Initiation SAES IOWA STATE UNIVERSITY Progress Report Financial Report Reports ProjectChange Final Report Site Administration Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit 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 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 NIFA folder red arrow SAES IOWA STATE UNIVERSITY _ Progress Report Financial Report Reports ProjectChange Final Report Site Administration Accession Number Project Number Proposal Number Performing Department searen Clear Search Create a New Project Expand All Folders Collapse All Folders Project Director 0 Project s In Draft Stage
16. it will need to be changed in NIFA s internal grants system Click here for more details on this process 76 6 Proceed with entering data on the project initiation screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Project Initiation section of this manual 7 Once all your data have been entered make sure to click the Submit to NIFA button on the last screen your submit screen Upon completing this action take note of the following e Submitting the project to NIFA automatically makes the project become active the project will now appear in your active projects folder in the Project Initiation Module tiation Progress Report Financial Report Reports Final Report Track Project Initiations Accession Number Project Number Proposal Number Performing Department search Clear Search Project Director Expand All Folders Collapse All Folders f Project moved from draft stage m Ga O Project s in we folder to active project s folder 5 1 Active Project s Accn Project Grants gov Proposal Title Department Proj Dir 233153 p GRANT 4 x Oceanic At i ii NON FOR PDF 0 Completed Project s 0 Project s with Past Due Final Reports e Except for data that were imported from your grants gov application data on the project initiation form cannot be edited once the project is submitted t
17. o Review the screenshots in the Navigating the Software section of this manual for more details e For Non Capacity Projects only Depending on the type of grant you received when completing i REEport forms there may be additional content guidance available from NIFA program staff Program contacts are listed on your NIFA Award Face Sheet 88 Cover Page Non Capacity Cover Page Fields marked with an asterisk are required for submission Project Information NOTE This project has 0 comments Funding Source amp NON FORMULA Performing Organization Institution SAES IOWA STATE UNIVERSITY Performing Department Animal Science Grants gov Tracking Number GRANT10312249 Award Number 2010 38420 20328 Award Date November 25 2009 States and Organizations Collaborating Partnering States IA Countries Start Date B January 01 2010 December 31 2012 Project Contacts Project Director Name Jack C Dekkers Email Address jdekkers iastate edu Phone Number 515 294 7509 Name Suzanne Schuknecht Email Address egrants iastate edu Phone Number 515 294 5225 DUNS Number 5309844 Project Number iow Proposal Number 2009 03232 Award Amount 258000 0 Award Fiscal Year B Collaborating Partnering Organizations IOWA STATE UNIVERSITY lowa State University of Science and Technology Authorized Organizational Representative NIFA Program Contact
18. 135 ADDITIONAL TRAINING RESOURCES We ssccoccvascecscessccescvasesecvesccsdscccccsvccccesdeccoaveeceossensovebgncesevacecsevesacseccocosdcvecacsescscsvebestsscsesvessvedasveess 139 TECHNICAL SUPPORT amp INFORMATION SERVICES cccsssccccsssccccscsecccscsecccscsecccecsecccecsecccecsecccecsecceuseseccusseeccuseseceesesecceseseceeseseeeess 140 REEPORT CUSTOMER SERVICE nme coals ne n a Shee nites a a a hide eaae a E Aueceteontneste oes 140 DAMA OURA E O AN DIRERORTING e a aa a a a ar a a a a aaa aaa e A aaaea veoabdabecaencheetesboduenuede nalotent eengeosdeeteenede 140 ACRONYM LIST cirein eani eniinn nnii i nni in ii i n i i iii i 141 Introduction What is REEport REEport Research Education and Extension project online reporting tool is NIFA s singular non capacity grant including competitive and capacity grant project reporting system building on and replacing the existing Current Research Information System CRIS web forms system OMB Control Number 0524 0042 To skip to the Getting Started How To sections of this manual click here The United States Department of Agriculture USDA National Institute of Food and Agriculture NIFA administers several competitive peer reviewed research education and extension programs under which awards of a high priority are made These programs are authorized pursuant to the authorities contained in the National Agricultural Research Extension and Teaching Policy Act of 1977 as am
19. 67 togging Ih ReEtUINING USCIS siari E ORE anges destaededs Aa dvaceseaseled aves dea eid aceeuetiie was Navigating the SoftWware cccccse00 Finding Editing amp Managing Projects Due Dates for Submitting Reports sccscccccccseessnssceseceseesensesssecsceeesseseseceseesessaaesesscesessaaesesececeessasesesecseuseasessseeseseseuseaesesseeesenaea How to Submit Projects amp RepOsrts ss sassiescisiicstasciens hs tinba concedes chs saa0s canada acsaniass canbaddesaysahendansaade sas coats dsnsadgss erodes a EEAS Extensions amp Continuation Award Making Changes to an Active Project Submitting the Federal Financial Report SF 425 ccccccccessssscceesssseesseseceessesecssseceesssseceesseseesessessesseseceessesecsusseceesssseesessesecsaseens 84 SUBMITTING A PROJECT INITIATION DATA CONTENT amp INSTRUCTIONG csssecceceesssessssccceeeesssssssneeeeeeesssecsneeeeeeessssscsseeeeeeeenens 85 COVER PAGE NONSGAPAGIT V8 sc3eeecashvenie i cccnessnceeh vob bcd acest ecbeh Seon eae eek cctneh ao bua Seek a ceeh a a a a gah wach a bande ven Saad ensuncbonbes 89 COVER PAGE CAPACI Sct specs conte aa A A A Sie Mecho d ick Se ob aden v A aude Meda de GUS A a Vewn tad uA Gu eatecacaue sand bees tee ame hones 93 PRODUGTS8 toxics ccs E AE EEA EAEE E beet desde cosh aenme accede cotssh Go eteede dedi cha tonncedanbtect Mocs seededatin Gade leeatecoso teh OUTCOMES PUDIENGES cc egeatsneseses covteeicntscdes es sted ev
20. Final Report form has been automatically created for each active project that you have initiated into the REEport system These are found in the Draft folder in your Final Report module and are automatically set to report on the PROJECT DURATION o Policy Note Missing the due date or failing to submit a Final Report even in the case of a PD retirement leaving the project etc does not absolve an institution of needing to submit the report Per the Terms amp Conditions of NIFA awards any PD Institution with delinquent final reports may have future funds from NIFA withheld until the report is submitted 40 In the final year of a current project if you have been notified by NIFA program staff that your award will be receiving any type of extension or continuation on the same Award Number non capacity only you should NOT submit the Final Report form from that module Instead you should submit the progress report form that is available to you in your progress report module The Final Report form will remain in the system for the time when you project is actually ready to be terminated o Note that the incorrect submission of a Final Report can be undone by NIFA but NIFA staff cannot convert a Final Report to a Progress Report Therefore please be aware that you will need to go to the Progress Report module and manually re enter all the data into the Progress Report form if this happens o Click here for more information on ex
21. Fiscal Year due March 1 each year 37 o For Non Capacity Projects annual and corresponds with the Anniversary Date of your grant So your first report is due within 90 days after the anniversary of the Start Date of your project This continues for each subsequent progress report for each year the project is active e A Progress Report cannot be submitted any earlier than 90 days prior to the anniversary of the start date of the project non capacity or March 1 capacity e If you have been notified by NIFA program staff that your award will be receiving any type of extension or continuation on the same Award Number applicable to non capacity only you must submit the progress report within 90 days BEFORE the anniversary date make sure to adhere to the specific instructions sent to you by your Program Contact at NIFA some programs require progress reports up to at least 60 days prior to the anniversary of the start date Click here for more information on extension continuation awards When amp How to Submit a Progress Report 1 You will receive an email from the REEport system alerting you whenever you are 90 days away from the anniversary of the start date or March 1 This notifications means that the progress report can now be submitted at any time progress reports are only accepted by REEport up to 90 days prior to the anniversary date or March 1 The actual due date of the report is 90 days AFTER the anniversary date or March 1
22. NIFA program staff Program contacts name email phone number are listed on your NIFA Award Face Sheet Project Initiation 8 NON CAPACITY PROJECTS For capacity pojects skip to step 3 The life of your grant begins with the application process in Grants gov Once your grant is recommended for Award in NIFA s 54 internal grants system you will receive an email notification that your Project Initiation form is awaiting completion in REEport The email looks like this From REEport nifa usda gov Sent Wed 9 25 2013 4 30 AM To a Ce REEport Notification Subject New Project in NIFA REEport A new NIFA Project Initiation form has been created for editing in REEport for the Grant Proposal referenced below To edit and submit your Project Initiation log in to REEport using the NIFA portal at http portal nifa usda gov portal use your e mail address as the User ID If you have any problems with your account please contact the REEport Customer Service Team at reeport nifa usda gov To learn more about using the REEport system and how to fill out the form please consult the REEport User Manual at http www nifa usda gov business pdfs reeport_user manual 4 13 pdf Additional training resources can be found on the REEport Webpage at http www nifa usda gov business reeport_imp html C REEMS Grant Proposal Number 2013 Grants gov Tracking Number GRANT1 Grant Title Understanding the Causes of the 2012 US Drought R
23. REQUIREMENTS amp DUE DATES FOR ALL PROJECT TYPES ccccesssssssssssseseesssesssessesssssesssesssessssessesseesssssssssssssssesesssssssssssssssssseenes 12 NIFA CAPACITY FUNDED PROJECTS es ess cssssessececaasactduadiscaespvacandatcceteasszadancesuce a aa E paaa a oa aE aa aia aaa saaa aE ea iaoa saabaseeeanentaneaass 12 NIFA NON CAPACITY FUNDED PROJECTS INCLUDING COMPETITIVE GRANTS ccssssscecsessececessececsascecesssececsesseceessssecsesaececeesseceesesseceeaaeeecessaeees 13 SUMMARY CHART OF DUE DATES FOR CAPACITY amp NON CAPACITY PROJECTS STATE PROJECTS siicachsssivosvieduavaceebossdeavectacessanvaseacensicys fas aveceuet dar e E ENa a aaie EE EA aAa EERE pases siemoesbupaseuenanadenbees GETTING STARTED I NEED TO USE REEPORT WHERE DO I GO INSTRUCTIONS FOR SITE ADMINISTRATORS AT LGUS cessscceeserceceesaeeecseneececeneecseaueeecseaaececaaeecessaeeecseaaececsueeecseaueeecseaaeesceeaeeceesueeecseaeesseenaeens 17 Logging In First Time User Verification Process ccccccseessssssececesnessssscesecsseeseasesesecsessaseseseceseessaseeeseceseesesseaesecsceeseaseasseeseeeeeuaea 17 LOGGING IN RETUINING Site AGIMINS sirarne aanita AE AR NAAA ARAE AREE AAE A ANE AEE EREET NEE 20 Setting UD YVOUF SITE is staenasaxsaunsed stecsstaveccdscaaccustecsaccadhdascaieyscaeacas bate eaaa a aaea eaaa eaaa aaa Oea Aao Paaa daia OTENE OTa EG 21 What to do when you are asked to Claim a Non Capacity ProjeCt c cccccccc
24. a 1 Project s Pending Submission to NIFA Accn Project Grants gov Proposal Department None 10W1234 Agri amp Biosy Proj Dir Funding Gassmann Aaron Second Level Submit to NIFA All Site Admins have the ability to submit projects to NIFA Site Admins may also choose to allow Project Directors to have the ability to submit projects to NIFA they may differentiate on this capability between capacity and non capacity projects see Workflow in the Site Administration section of this manual 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 112 Progress Report Financial Report Reports ProjectChange Final Report Site Administration Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director Create a New Project 0 Project s In Draft Stage Project s Pending Submission to NIFA ers Department Proj Dir 10W1234 N A Agri amp Biosy Gassmann a Aaron Project s Submitted to NIFA Declined Project s To review and submit the project you want click the project title in the list of projects within the folder red circle Once you ve reviewed and have made any necessary changes to the project go to the Submit section of the project o NOTE The top of the screen shows you that you are at the second level of s
25. 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 Further information on Planned Programs To read about your specific Institution s Plan of Work and gain a better understanding of each of its Planned Programs go to http www reeis usda gov portal page _pageid 193 899531 amp dad portal amp schema PORTAL amp smi_id 44 Enter your state and the current fiscal year and make sure only the check box for Plan of Work is checked Then click the submit button Proposal Capacity Only 108 Progress Report Financial Report Reports Project Change Final Report Site Administration Products Outcomes Audience Methods Summary Keywords Classification Proposal Cover Participants Goals Assurance Statements Submit Project Proposal Fields marked with an asterisk are required for submission Please upload your project outline PDF Upload Use the PDF upload capability in this section to upload a PDF of your Project Outline origina proposal used in your institution s review process project Note A proposal is not required for Multistate Hatch projects Assurance Statements Ca
26. and approaches will be used to collect and produce data results and subsequently inform target audiences This should be different from your objectives list Do NOT copy and paste the same text here This section should explain in plain non technical language what you intend to do 3 Through the methods mentioned above what ultimate goals does the project hope to achieve and what is the general impact expected to be if this goal is met What societal benefits may be realized 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 This non technical summary may be the most important section of your report This will be accessed by legislators who make decisions about funding allocations general public community leaders and taxpayers as well as government staff and other scientists 104 Keywords Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Keywords Fields marked with an asterisk are required for submission Ferevous sve won You have 1000 characters to complete the keyword section Some examples are Native Plants Corn Maze Bioengineering Global Warming More Keyword Phrase B Instructions Add a new keyword field for each separate keyword or keyword phrase you want to use to d
27. and timeline as are new projects as with new projects the NPL can choose to approve decline or defer the resubmitted project If the NPL chooses to defer is a a or more times the project can always be located as a draft in either the drafts or deferred folder within the Project Initiation module for resubmission 43 Project Change Requests Including Extensions on Capacity Projects Capacity Projects For a detailed description of this module in REEport including explanation of the folder structure and workflow click here Here is a summary of steps you must take to make changes to capacity projects 1 2 na Log into REEport and navigate to the Project Change module Click on the Active Projects folder to expand it and view all projects or search for the project if necessary desired Click on any of the underlined links of the project to which you wish to make changes Proceed with editing updating data for the particular project Click submit changes for review on the last screen this moves the project to the Pending Submission to NIFA folder a Note If you saved the changes you made but don t click submit the project will only be moved to your Pending Changes in Draft Stage folder Within the Pending Submisison to NIFA folder click on the project navigate to the submit screem via the sub menu bar and click Submit to NIFA If the change you made is one that re
28. cover page for the exact reporting period 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 towards a project equals 1 FTE A person who works 20 hours per week towards a project for 52 weeks per year equals 5 of an FTE INSTRUCTIONS You may enter fractions of FTEs rounded 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 Also ensure that the FTE categories are correctly populated differentiating between the following 118 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 Pro
29. 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 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 capacity projects This module is intended to gather all relevant research project proposal data for NIFA review The information entered must be sufficient to explain the objectives of the project and how results will be 7 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 capacity and non capacity 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 fil
30. in the project approval and project progress monitoring process An additional factor in the designing and format of REEport was the Research Performance Progress Report RPPR The RPPR resulted from an initiative of the Research Business Models RBM Subcommittee of the Committee on Science CoS a committee of the National Science and Technology Council NSTC It isa new uniform format for reporting performance progress on Federally funded research projects Upon full implementation the RPPR will be required to be used by agencies that support research and research related activities for use in submission of interim progress reports It is intended to replace other interim performance reporting formats currently in use by agencies In anticipation of the RPPR s implementation NIFA based REEport s format on the RPPR Benefits e 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 who 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 fi
31. is the Cover page The cover pages for non capacity and capacity both cover the vital stats if you will of the project but they do differ so the following instructions and information cover the non capacity cover page and capacity cover page separately Other Important tips e For guidance completing any REEport form remember to use the embedded Help Text by clicking on the small blue icon located next to each field found within REEport e There are character limits on all fields in REEport but the main one to be aware of is for all the large text boxes with the built in text editor there is an 8 000 character limit including spaces e REEport does not accept graphics charts or other images pasted into any of the open text boxes e No matter what module you are in you can always go back to your home screen click home on the top menu bar to view the large module icons and 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
32. new projects as with new projects the NPL can choose to approve decline or defer the resubmitted project If the NPL chooses to defer is a 2 or more times the project can always be located as a draft in either the drafts or deferred folder within the Project Initiation module for resubmission 63 Project Change Requests Including Extensions on Capacity Projects Capacity Projects For a detailed description of this module in REEport including explanation of the folder structure and workflow click here Here is a summary of steps you must take to make changes to capacity projects 1 Log into REEport and navigate to the Project Change module 2 Click on the Active Projects folder to expand it and view all projects or search for the project if necessary desired 3 Click on any of the underlined links of the project to which you wish to make changes Proceed with editing updating data for the particular project 5 Click submit changes for review on the last screen this moves the project to the Pending Submission to NIFA folder a Note If you saved the changes you made but don t click submit the project will only be moved to your Pending Changes in Draft Stage folder 6 Within the Pending Submisison to NIFA folder click on the project navigate to the submit screem via the sub menu bar and click Submit to NIFA 7 Ifthe change you made is one that requires NIFA appr
33. of their organization Can edit any form that is in Draft status Can initiation any project form including project changes Can submit any form to NIFA Is the only role that can delete projects capacity capacity project only Is the only role that has access to Site Administration functions such as adding users setting form workflows updating departments etc Assistant Site Administrator Can see all projects and draft forms that are part of their organization Can edit any form that is in Draft Status Can initiation any project form including project changes Cannot submit forms to NIFA Cannot perform Site Administration set up or make changes to the Site adding users setting form workflows updating departments etc Project Director Often referred to as the PI or Principle Investigator Admin Support Can initiate new forms Can see and make edits on any forms for which they are the named PD whether they initiated the form or not Are automatically set up as the PD and can see edit any non capacity project on which they are listed as the PD on the grants gov application Can submit forms to NIFA but ONLY if the Site Administrator has set the workflow to allow this otherwise their submit capability is limited to the organizational level of submission only applies to PDs at LGUs only Can initiate new forms Can view and make edits only on those forms which they initiated Cannot submit forms to
34. part of your project initiation If any of this information is incorrect it will need to be changed in NIFA s internal grants system Click here for more details on this process If itis a Capacity project and the cover page information needs to be updated this can be done by submitting a Project Change request 6 Proceed with entering data on the progress report screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Progress Report section of this manual 7 Note that for all data you enter they should be applicable to the period of performance ONLY as listed on the cover page of the report 59 8 Once all your data have been entered make sure to click the submit button on the last screen Note that LGUs have two levels of review so the first submit button only submits the project for organizational Site Admin review a second level of submission takes place within the Pending submission to NIFA folder Refer back to the link in step 6 for more information on this Your progress report is reviewed by a NIFA National Program Leader NPL If the NPL deems the report unacceptable for any reason he or she may request that the report be sent back to you within 90 days for editing and resubmission Note that when this action is performed the system will alert you that the report has been sent back however no comments on what to change will be includ
35. soon as notification of award is received funds for the grant will not be released until NIFA has received the Project Initiation Progress Report No later than 90 days after the Anniversary Date may be submitted up to 90 days prior Continuation awards must be submitted within 90 days before the anniversary date Financial Report Not required in REEport Submit the SF 425 via email Final Report No later than 90 days after the Anniversary Date may be submitted at any time to terminate the project Click here to see more detailed descriptions of timelines and due dates for each of these report types A note about financial reporting In FY2012 NIFA instituted a Policy change Non capacity grantees are no longer required to complete yearly Financial Reports the old AD 419s submitted via CRIS Web Forms Thus a non capacity 74 grantee only uses REEport for Project Initiation Progress Reports and Final Reports The Federal Financial Report the SF 425 must still be submitted to the Office of Grants and Financial Management this is due annually based on the start date of the project The SF 425 is sent as a PDF via email to the Awards Management Division at NIFA Click here to learn more about this process How to Submit Projects amp Reports Upfront Helpful Hints e For guidance completing any REEport form remember to use the embedded Help Text by clicking on the small blue icon located next t
36. start new projects manage existing projects and perform site administration functions for your institution Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Project Initiation Progress Report nancial Report Final Report Project Change Site Administration Setting up your Site Roles Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Roles Departments Users Workflow Site Administrator Profile Prefix Site Administrator FAQs Launch Wizard Roles and Permissions These Roles and Permissions are set and cannot be modified Note that the permissions are identical across Project Initiation Progress Report and Financial Report Assign Permissions Select Project Initiation Cc Progress Report C Financial Report Role Name Read All B Create And Update Admin Support E Project Director K Reviewer E Site Administrator E Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher 21 The roles page gives you a summary of what permissions privileges are set up for which roles Ina future release of REEport it may be possible for SAs to set and define their own user roles in the current version of the system only NIFA can set user roles Following is the current list of user roles and what permissions each of them has Role Name Site Administrator Permissions in REEport Can see all projects and forms that are part
37. the SAES site s drop down menu in REEport at least one research participant that is part of the SAES must be listed on Appendix E of that multistate project in NIMSS Also note that Extension participants who are listed on Appendix E in NIMSS are not transferred into REEport because an Extension participant is not allowed to spend Hatch Multistate funds if a PD has a split appointment then their designation in NIMSS needs to be under the SAES in order to be able to submit the state level project in REEport under the multistate umbrella Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Choose Funding Source Select Funding Source vix Pecaire Mozilla Firefox 3 5 or higher IE 8 0 or higher For Hatch Multistate only Choose Funding Source Select Funding Source Hatch Multi State Multistate Project Number Title v x NC100 Regional Research Coordination North Central Region NE1020 Multi state Evaluation of Winegrape Cultivars and Clones 1027 The Poultry Food System A Farm to Table Model NC1026 Characterize Weed Population Dynamics for Improved Long Helpful Hints for Entering Project Data 87 After you ve created or opened the project initiation you want to work on e The first page screen you will come to after either opening a non capacity draft or creating a new capacity project or opening a capacity project already in draft
38. the research will begin being conducted and funds will begin being expended on this project You may not backdate the start date for capacity 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 e Policy Note It is NIFA policy that no capacity funds can be expended on any project until the project is APPROVED by NIFA For this reason REEport will automatically make the start date reflect the requested start date OR the date of reviewer approval whichever is later This is 95 applicable to all NIFA capacity funded projects including Hatch Multistate projects regardless of the start date listed on the umbrella multistate project in NIMSS e Note about Planned Programs If this is a Hatch Hatch Multistate 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 if you skip directly to that section without entering a start date on the cover page the drop down list of Planned Programs will not be populated End Date For capacity 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
39. 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 120 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 publication 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 Oth
40. will automatically see the Launch Wizard after you click into your REEport Active Application link screenshot below The wizard simply guides you from page to page so that you know you are setting up all available configurations in order and not missing any To use the wizard simply continue clicking the next button that appears on the first page screenshot 1 and then continue using the navigation buttons at the bottom of the subsequent screens screenshot 2 Once you have completed the necessary site set up you will have access to your home screen Step 6 below Setting up Your Site instructions are found on page 21 of this manual 18 Administrative Site 1890 TENNESSEE STATE UNIVERSITY Configuration Setup Guidance To configure your organization you will need to set up the following iors lo Departments H Site Administrator Profile 6 You will be brought to your REEport home page where you have the ability to start new projects and manage existing projects and perform site administration functions for your institution s 3 Pe REEport Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY ue Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Project Initiation Progress Report Final Report Project Change Site Administration 19 Logging In Returning Site Admins 1 At the
41. you can click 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 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 Option 1 Start Date _ End Date f Cover Page on Project Contacts Project Director Site Administrator B Select from list of Project Directors vis Name Carter Cattin Jr Email Address ccatlin tnstate edu First Name Middle Name Last Name Phone Number 000 000 0000 Email Address Phone Number 32 Option 2 Project Initiation 1890 TENNESSEE STATE UNIVERSITY Progress Report Financial Report Reports Project Change Final Report Site Administration 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 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 Changes to this form have not been saved If you leave your changes will be lost Ci Are you sure you want to leave this page Message from webpage gt Leave 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 gt Stay o
42. 00009 TEN 12345 2011 10 05 2012 10 05 GRANT102469302009 02162 Suping Zhou NON FORMULACharacterization of root proteomes f a 0 Progress Report s Submitted to NIFA Accession Project Reporting Period Grants gov Proposal Project Director Type Title No progress reports to display Requires Mozilla Firefox 3 5 or higher E 8 0 or higher Cover Page The cover page in the progress report module is identical to that of project initiation both capacity and non capacity It does not require you to add any additional information from what was already approved in the project initiation and is therefore completely prepopulated 116 Cover Page View past Progress Reports View Project Proposal Funding Source Project Title B Project Title Project Start Date Project End Date October 5 2011 October 5 2015 Sponsoring Agency Institution B National Institute for Food and Agriculture Performing Organization Institution DUNS Number SAES IOWA STATE UNIVERSITY 005309844 Performing Department Animal Science IOA ProjectNumber123 Accession Number 9000007 Reporting Period Start Date B Reporting Period End Date October 04 2011 E October 04 2012 a States and Organizations Collaborating Partnering States Collaborating Partnering Organizations ALASKA DEVELOPING INNOVATION IN NAVAJO EDUCATION INC ARIZONA COMMUNITY FOOD BANK INC Countries Collaborating Partnering Countries B Ang
43. CIPANTS AT EEE TE E E EE EE E ATE E E E eee A sae TARGETA D EN OE e e a E tess Ea a E E a a a E esa PRODUCTS EA AEA EERE E A A EEA E A T A A E E TEA A AA EA OTHER PRODUCTS 25 onina a a o eia a e i a a Ea a aiei E a E iaa n e ii D nke a iot Paaa INE N AEE E EEA E A A S A T A EE CHANGES PROBLEMS How TO SUBMIT A PROGRESS REPORT SUBMITTING PROJECT CHANGES CAPACITY PROJECTS ONLY sssccssscssssssccsssscssscsccccccccccscccscccssccscccsccscsccsscscssssesssssssssssssssees 129 FOLDER VIEW DEFINITIONS Se WORKFLOW e a aeaee enaa ii vena cvepoeuenie npeedvous adey epiceiousvoiepp a a aa a ane iaa e a p eae aaea eaaa 129 SUBMITTING A FINAL REPORT DATA CONTENT amp INSTRUCTIONG scccssssccccsssccccsssecccessecccecsecccecsesececsecececsecececseseeecssseeesceess 134 IMPORTANT REPORTING REQUIREMENTS ON FINAL REPORTS ccccccscessscecececeenessececececeaneseececececeeneneececeseceeueneececeseaeenenecceeeseaeegeseeceeeeeauenereeeeees 134 HELPFUL HINTS FOR ENTERING FINAL REPORT DATA ccscecscscscscscscscscscscscscscacseeeaeseseaeseaeseaeaeeeseseaeaeseseseauaeaeaeaeaeaeaeauaeaeaeaeaeaeaeaeaeaeaeanaeananens 135 DATAIRIELDS NEEE E A AS carte cueacon salaccnactictaadeuteccensucuaasbetet dcoutesaue sic toddansesensebecataes cocicteeQowbesnendeteestomsetsenensare Meters 135 HOW TO SUBMIT A FINAL REPORT TERMINATE A PROJECT v ccccssssceeccecccssssececsesseceseeesseeusesecsessucsseesuessuseseceessucesusesuesassesessusaucnesseecesauasseeeeaans
44. EEport Customer Service Planning Accountability amp Reporting Staff NIFA 202 690 0009 Reeport nifa usda gov 9 Once you ve received the email above and have verified your user account if needed log into REEport and go to your Project Initiation module as indicated in this screenshot Welcome SAES IOWA STATE UNIVERSITY Rect initiating Progress Report Financial Report Reports Project Change Final Report N roject Initiatio Progress Report Final Report Project Change 55 10 Expand your Project s in Draft Stage folder OR If you wish to start a capacity project click the create new project button Choose the funding source for your project note that the funding source cannot be changed later without deleting the project and starting over again skip to step 5 11 Click the project you want to initiate use any of the underlined links available they will all bring you into your project so that you may enter data Pr ject s In Draft Stage Pr ject Grants gov Prom ial Title Department Proj Dir Funding Digital Trade and mmercial P Economics HATCH Relationships amor e gical Natural Reso j MCINTIR GRANT11 Animal Science NON FOR R TOVee stemt sete Feot tvoto NON FOR 12 The first page you are brought to is the cover page of the project For non capacity projects note that the cover page contains prepopulated non editable data that is imported
45. EST MANAGEMENT AWPM PROGRA None None GRANT10250358 2009 01948 Family amp Con Sandria Godwin NON FORMULA An Innovative Approach for Integratin 2 Project s Pending Submission to NIFA 1 Project s Submitted to NIFA Capacity Project Initiation Create a New Project Creating a New Project applies to capacity projects only You will need to create a new project any time there is a new capacity project that has been approved through your institution s merit review process and needs NIFA approval before capacity funds can be spent on that project Click Create a New Project button Track Project Initiations Accession Number Project Number Proposal Number Performing Department X Project Director Ey Clear Search Create a New Project 4 Project s In Draft Stage 86 Funding Source Choose the funding type that will be the funding source of the new project note that only capacity 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 Multistate at this stage you will also be asked to choose the correct Multistate project number for a drop down list Note on Hatch Multistates A multistate project number will only appear in the drop down list if that particular site is listed as a participant on the multistate project in NIMSS For example in order for the project to show up as part of
46. Eport Webpage at hitp www nifa usda gov business reeport_imp html C REEMS Grant Proposal Number 2013 Grants gov Tracking Number GRANT1 Grant Title Understanding the Causes of the 2012 US Drought REEport Customer Service Planning Accountability amp Reporting Staff NIFA 202 690 0009 Reeport nifa usda gov 2 Once you ve received the email above and have verified your user account if needed log into REEport and go to your Project Initiation module as indicated in this screenshot Final Report Project Change 35 3 Expand your Project s in Draft Stage folder OR If you wish to start a capacity project click the create new project button Choose the funding source for your project note that the funding source cannot be changed later without deleting the project and starting over again skip to step 5 4 Click the project you want to initiate use any of the underlined links available they will all bring you into your project so that you may enter data Pr ject s In Draft Stage Pr ject Grants gov Prom ial Title Department Proj Dir Funding Digital Trade and mmercial P Economics HATCH Relationships amor e gical Natural Reso j MCINTIR GRANT11 Animal Science NON FOR R TOVee stemt sete Feot tvoto NON FOR 5 The first page you are brought to is the cover page of the project For non capacity projects note that the cover page contains prepop
47. L reviewer will communicate with you outside of the REEport system so that you can make the proper edits and resubmit e If your submitted final report sits within REEport for 90 days after submission your report is then considered final and no changes can be made whether at the request of the NPL or by you 42 Resubmitting a Deferred Project Projects that are deferred by NIFA are most often deferred because the National Program Leader who reviewed the project has identified some changes that need to be made to the project before they will allow it to become active usually this means that the proposed research is on target with NIFA s portfolios goals and is within the purview of the funding source it s proposing to use but the project write up needs some adjustments Resubmitting a deferred project is much like submitting a brand new project The main difference is that you can find the deferred project in TWO different places in your drafts folder as well as your deferred projects folder The project can be accessed from either location changes can be made and you can click submit at the end in order to resubmit to NIFA for review Here are the steps and workflow for resubmitting deferred projects 1 Navigate to the Project Initiation module Locate the project in either the Drafts folder or the Deferred Projects folder the underlined links for the project in each location will
48. NIFA Cannot view or edit form which they did not initiate Reviewer Has read all permissions therefore can view all forms but in a read only state as a PDF Note that any person listed as the Authorized Organizational Representative AOR on any non capacity project is automatically set up with a user account in the REEport system as a Reviewer for the performing organization listed on the project 22 Departments Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Roles Departments Users Workflow Site Profile Prefix Site Administrator FAQs Launch Wizard Departments Some departments should already be prepopulated here from your previous configuration in CRIS A data issue has been identified regarding Department listings Normally you are able to remove any department but we have found that doing so invalidates the Performing Department datapoint on all existing projects that had used the deleted department As a temporary solution we have disable the ability to remove departments until we develop a long term solution You are still able to add new Fields marked with an asterisk are required Department Code Department Name 4026 Agricultural and Biosystems Engineering Department Code Department Name 6125 Agricultural Education and Studies e On the Departments page you have the ability to edit or add departments as your institution To edit a
49. NIFA Send Back Revert Changes Projects Submitted to NIFA In this folder are projects that contain submitted changes that are pending NIFA review approval Note that some project changes require NIFA NPL approval and some do not If the submitted change does not require NPL approval then the project will automatically be updated with the changes once the PD SA clicks submit Once the changes are made to any project whether they are automatic or were approved by an NPL the project can be found in the active projects folder under the Project Initiation module The project can ALSO be found under the Changed Projects folder if you want to see a side by side comparison of what was changed on the project Project Changes Summary screenshots Example 1 Project Initiation Progress Report Financial Report Reports Changes Co er Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit 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 corn 131 Example 2 Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Assurance Statements Submit Change Summa
50. National Institute of Food and Agriculture rese T mez Home AboutUs feicwicye Forms Newsroom Help Contact Us You are here Home Grants REEport Implementation REEport Implementation REEport IS LIVE Search NIFA o Search Help Browse by Subject b Agricultural Systems b Animals b Biotechnology amp Genomics b Economics amp Community Development b Education b Environment amp Natural Resources gt Family Youth amp Communities b Food Nutrition amp Health b International b Pest Management b Plants gt Technology amp Engineering Access REEport http portal nifa usda gov REEport is NIFA s singular grant and formula project reporting system building on and replacing the existing CRIS web forms system REEport utilizes the Research Performance Progress Report RPPR a standard progress report format that all Federal research agencies will be required to use NIFA expects that REEport will require updates and modifications after initial deployment that will be based on user feedback as well as pre planned improvements from our REEport Implementation Team There is a dedicated email address set up to receive user feedback and suggestions for improvement REEport nifa usda gov Also users who attend the bi monthly Reporting Web Conference series will have opportunities to make comments and ask questions about their experiences using REEport REEport Training Resources This sect
51. So you have a 180 day window in which to submit your progress report Example for non capacity grants Project start date is September 1 2012 REEport will send a notification email 90 days prior to September 1 2013 The anniversary date is September 1 2013 The Progress Report covering the period of performance from September 1 2012 through August 31 2013 is due no later than November 30 2013 2 When a project is active REEport always makes available one Progress Report form in the Progress Report module for editing and submission The period of performance prepopulated on the form will always be the oldest period of performance that has yet to be reported on To access whatever current form is available to you go to the Progress Report module as indicated 38 Home Project Initiation aD E Reports Final Report A Project Initiation Progress Report Final Report 3 Expand your Progress Report s in Draft folder 4 Click the project you want to report on use any of the underlined links on available they will all bring you to the same form for editing and submission to NIFA Reporting Period Grants gov Proposa Proj Dir Funding End Date April 30 2014 i NON FOR w 0 Progress Report s Submitted to NIFA 5 The first page you are brought to is the cover page of the project note that for non capacity projects the cover page contains prepopulated non editable data that is imported
52. Source View jowKStest N A N A Control of Food Borne Pathogens in Pr None HATCH MU GRANT00469387 2008 03943 Developing Predictive Models for Iden Animal Science Christopher Tuggle NON FORMULA N A N A N A None STATE N A N A N A None HATCH N A N A working U S Pork Ce Dorian Garrick HATCH N A N A Initiating a state project by PD Leopold Center Gwyn Beattie STATE N A N A est AH nrnie Animal Science Kathleen Delate ANIMA Other Helpful Hints e All of the instructions provided in the REEport system are indicated by the icon This manual follows the same general help text found in the system but it is expanded in some areas e No matter what module or screen you are on you can always go back to your home screen click home on the top menu bar to view the large module icons and 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 Due Dates for Submitting Reports Once a non capacity grant has been selected for award the grantee is notified by a NIFA Program Specialist or National Program Leader that they must use REEport to complete project initiation Later REEport is also the system through which Progress Reports and a Final Report should be submitted Here is a Summary chart of report types and due dates Non Capacity Projects incl Competitive Grants Project Initiation As
53. _user manual 4 13 pdf Additional training resources can be found on the REEport Webpage at http www nifa usda gov business reeport_imp html C REEMS Grant Proposal Number 2013 Grants gov Tracking Number GRANT1 Grant Title Understanding the Causes of the 2012 US Drought REEport Customer Service Planning Accountability amp Reporting Staff NIFA 202 690 0009 Reeport nifa usda gov 75 2 Once you ve received the email above and have verified your user account if needed log into REEport and go to your Project Initiation module as indicated in this screenshot Welcome SAES IOWA STATE UNIVERSITY e bect initiations Progress Report Financial Report Reports Project Change Final Report Final Report Project Change 3 Expand your Project s in Draft Stage folder 4 Click the project you want to initiate use any of the underlined links available they will all bring you into your project so that you may enter data Pr ject s In Draft Stage Pr ject Grants gov Prop ial Title Proj Dir gi i Economics 7 HATCH Natural Reso MCINTIR The effect of heat stresses on oS NON FOR rsh s Eryt ON FOR 5 The first page you are brought to is the cover page of the project note that the cover page contains prepopulated non editable data that is imported from your grant application that you submitted through grants gov If any of this information is incorrect
54. a REEport Notification REEport Notification Subject Alert More Information Required for New Project Initiation in REEport This email is to alert you that more information is required for a new Project Initiation in REEport Grant Proposal Number Title Molecular signatures and mechanistic modeling for improving feed efficiency in broilers Project Director NIFA is unable to make the Project Initiation form for this grant available for completion in the REEport system In order to make the form available for editing we need to know which specific organization at your university system it belongs For example your university may have State Ag Experiment Station Cooperative Extension Vet Med The University itself example The University of Illinois If this project belongs to your organization please email the NIFA REEport Staff at REEport nifa usda gov to claim it In your email make sure to indicate the specific organization to which it belongs refer to above examples Please allow approximately 5 7 business days for processing once we ve received your claim email 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 Example When moving from cover page to participants
55. a sub menu bar where you have a cover page and a participants page When moving from cover to participants you can click 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 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 Option 1 Start Date __ End Date f Cover Page in mee Endo Project Contacts Project Director Site Administrator B Select from list of Project Directors x Name Carter Cattin Jr Email Address ccatlin tnstate edu First Name Middle Name Last Name Phone Number 000 000 0000 Email Address Phone Number Option 2 Project Initiation 1890 TENNESSEE STATE UNIVERSITY Progress Report Financial Report Reports Project Change Final Report Site Administration 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 to move to the next screen i e clicking participants on the menu bar to move from cover page to participants page you will sa aii get the following message Changes to this form have not been saved If you leave your changes will be lost ti Are you sure you want to leave this page If you get this message you MUST choose stay on this
56. ach year o For Non Capacity Projects annual and corresponds with the Anniversary Date of your grant So your first report is due within 90 days after the anniversary of the Start Date of your 57 project This continues for each subsequent progress report for each year the project is active e A Progress Report cannot be submitted any earlier than 90 days prior to the anniversary of the start date of the project non capacity or March 1 capacity e If you have been notified by NIFA program staff that your award will be receiving any type of extension or continuation on the same Award Number applicable to non capacity only you must submit the progress report within 90 days BEFORE the anniversary date make sure to adhere to the specific instructions sent to you by your Program Contact at NIFA some programs require progress reports up to at least 60 days prior to the anniversary of the start date Click here for more information on extension continuation awards When amp How to Submit a Progress Report 1 You will receive an email from the REEport system alerting you whenever you are 90 days away from the anniversary of the start date or March 1 This notifications means that the progress report can now be submitted at any time progress reports are only accepted by REEport up to 90 days prior to the anniversary date or March 1 The actual due date of the report is 90 days AFTER the anniversary date or March 1 So you have a 180 day win
57. act same spot If you use the search function at the top of the screen the search will return 2 results one in each of the folders Click any of the underlined links for the project Make necessary edits to the project data pay close attention to the comments by the NPL who request changes these can be found on the cover page as indicated here Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Cover Page Fields marked with an asterisk are required for submission The cover page c ects identifying information for your project All other sections of the project initiation collect research scientific content information Please Wome that all text boxes in the subsequent screens have a character limit of 8 000 including spaces and punctuation If you are part ou Site Administrator with questions on how to fill out this form You may also consult the REEport User Delete this Project After all edits have been made navigate to the submit screen on the sub menu bar or by using the navigation buttons Click the submit for review button For further information and screenshots on the workflow for submitting projects for organizational review and then to NIFA click here Note that there is no limit to the amount of times a project can be deferred and resubmitted Upon resubmission a deferred project is subject to the same review criteria and timeline as are
58. ance Statement Outcomes Audience Methods Summary Keywords Classification incl Animal Health component KA SOI FOS Planned Programs Project Proposal Making Changes on Legacy projects originally initiated in CRIS Web Forms e The above list of fields that are changed automatically by REEPort applies only to projects that were originally initiated started in REEport e For any project that was already active in CRIS Web Forms and brought into REEPort the project will become subject to new data fields that REEport requires that CRIS Web Forms did not collect e So if you are trying to submit a Project Change for a project that was originally initiated in CRIS even if the data are normally within a field that would not require NIFA approval you must submit to NIFA for review Here are additional instructions for this scenario INSTRUCTIONS ON SUBMITTING CHANGES ON LEGACY PROJECTS 6 Locate the desired project in the Active Projects folder in the Project Changes module 7 Make changes to the desire field s 8 For any open text box you may choose to enter additional data for the project will become a permanent part of the project record OR you may choose to enter the phrase Project Imported from CRIS no new data to report 9 For any drop down menu please choose the best applicable item 10 Click submit at the end for organizatino review don t forget to click submit a second time to actually send t
59. and State extension funds Hatch Multistate and State and Other federal or private funds Note If you check yes for this question you will be required to fill out the activity percentage fields that follow 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 100 107 Note If you checked yes that this project is an integrated activity pursuant to AREERA Section 204 then you must fill in these percentage fields Associated Planned Programs If this project is a Hatch Hatch Multistate 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
60. anges to various data fields of an existing project may be edited A fifth report type and module Financial Report is currently in development Together these five modules resulting in four report types 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 Webforms collection known as the AD 416 AD 417 AD 419 and AD 421 Note 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 Webforms Final Termination Report old AD 421 the AD 421 was the exact same form used for both the progress report and final termination report they are differentiated in REEport with separate names What does NIFA mean by module Each module can be thought of as 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
61. ants Target Audience Products Other Products Accomplishments Changes Problems Submit Submit Progress Report to NIFA Review in PDF format All REEport documents follow this basic workflow Draft gt Submit for Review gt Submit to NIFA If you are submitting for review be sure to follow through and ensure that your document is submitted to NIFA Communicate with your REEport Site Administrator as applicable as you may not have Submit to NIFA permissions By submitting this progress report you aresimdicating that the progress report has been completed C Submit to NIFA Save a 3 Upon successful submission you will be brought back to the main screen of your Progress Report module where you will get the following message Home Project Initiation Progress Report _ Financial Report Reports Final Report Track Progress Reports Accession Number Performing Department Clear Search Expand All Folders Collapse All Folders 2 Progress Report s in Draft 4 Progress Report s Submitted to NIFA 128 Submitting Project Changes Capacity Projects Only 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 you can use to track any changes you desire to make to already active projects Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administ
62. apse All Folders 14 Final Report s in Draft 3 Final Report s Pending Submission to nore a 3 Final Report s Submitted to NIFA IMPORTANT In order to officially submit a final report to NIFA a PD if privileges are assigned or SA must access the project in the Final Reports Pending Submission to NIFA folder as shown above by the red arrow In that folder open the project and perform any necessary reviews of the data then go to the terminate section of the Final report most easily accessed by clicking terminate on the menu bar Once on the terminate page you have the ability to enter any comments you wish to enter 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 When you are ready to officially submit and terminate the project click the submit to NIFA button on the bottom of the page circled in red below Home Project Initiation Progress Report Financial Report Reports Project Change Cover Participants Target Audience Products Other Products Accomplishments Changes Problems Terminate Terminate Project Review in PDF format All REEport documents follow this basic workflow Draft gt Submit for Review gt Submit to NIFA If you are submitting for review be sure to follow through and ensure that your document is submitted to NIFA Communicate with your REEport Site Administrator as appli
63. aragraph format Most goals have multiple objectives Objectives are measurable whereas goals are broad general and difficult to measure There is no minimum or maximum number of objectives to include for a project but all objectives 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 capacity funding that has been made available to you 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 capacity 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 99 Products 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 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
64. arrick HATCH iowtest N A N A Initiating a state project by PD Leopold Center Gwyn Beattie STATE N A N A est AH nrnie Animal Science Kathleen Delate ANIMA IO A IO A Other Helpful Hints All of the instructions provided in the REEport system are indicated by the icon This manual follows the same general help text found in the system but it is expanded in some areas No matter what module or screen you are on you can always go back to your home screen click home on the top menu bar to view the large module icons and 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 How to Submit Projects amp Reports Quick Links Project Initiation Progress Report Final Report Terminate a Project Resubmitting a Deferred Project Project Change Requests Including Extensions on Capacity Projects Upfront Helpful Hints For guidance completing any REEport form remember to use the embedded Help Text by clicking on the small blue icon located next to each field found within REEport There are various character limits on all fields in REEport but the main one worth noting is for all the large text boxes with the built in text editor they have an 8 000 character limit including spaces Depending on the type of grant you received when completing REEport forms there may be additional content guidance available from
65. at are changed automatically by REEPort applies only to projects that were originally initiated started in REEport For any project that was already active in CRIS Web Forms and brought into REEPort the project will become subject to new data fields that REEport requires that CRIS Web Forms did not collect So if you are trying to submit a Project Change for a project that was originally initiated in CRIS even if the data are normally within a field that would not require NIFA approval you must submit to NIFA for review Here are additional instructions for this scenario INSTRUCTIONS ON SUBMITTING CHANGES ON LEGACY PROJECTS 11 Locate the desired project in the Active Projects folder in the Project Changes module 12 Make changes to the desire field s 13 For any open text box you may choose to enter additional data for the project will become a permanent part of the project record OR you may choose to enter the phrase Project Imported from CRIS no new data to report 14 For any drop down menu please choose the best applicable item 15 Click submit at the end for NIFA Review Following the above 4 steps will result in the project being submitted to a NIFA NPL who will review the project changes and approve them as the new data fields in REEPort are not required because legacy projects are grandfathered in to what the CRIS Web Forms system collected NIFA s policy is that project change approvals should occur w
66. be completed and submitted for each year your project is active except in the final year of the project after which a Final Report is submitted that covers the entire project duration e You will find that a Progress Report form has been automatically created for each active project that you have initiated into the REEport system These are found in the Draft folder in your Progress Report module and are automatically set to report on the first year of the project o Once the first year s Progress Report is completed and submitted REEport will automatically create a new reporting form for the second year then the third year and so on o Policy Note Missing the due date or failing to submit a given year s progress report does not absolve a grantee of needing to submit the report nor does it allow them to just continue on with submitting the next progress report e g submitting the second year s progress report when the first was never submitted REEport forces all Project Directors to submit the each year s progress reports successively starting with the first period of performance Multiple progress reports can be submitted in one day if the PD needs to catch up with their required reporting e Performing Periods for progress reporting correspond with the Anniversary Date of your grant So your first report is due within 90 days after the anniversary of the Start Date of your project This continues for each subsequent progress
67. bring your to the exact same spot If you use the search function at the top of the screen the search will return 2 results one in each of the folders Click any of the underlined links for the project Make necessary edits to the project data pay close attention to the comments by the NPL who request changes these can be found on the cover page as indicated here Home Project Initiation Progress Report Financial Report Reports ProjectChange Final Report Site Administration Cover Page Fields marked with an asterisk are required for submission The cover page c ects identifying information for your project All other sections of the project initiation collect research scientific content information Please Wome that all text boxes in the subsequent screens have a character limit of 8 000 including spaces and punctuation If you are part ou Site Administrator with questions on how to fill out this form You may also consult the REEport User Delete this Project After all edits have been made navigate to the submit screen on the sub menu bar or by using the navigation buttons Click the submit for review button For further information and screenshots on the workflow for submitting projects for organizational review and then to NIFA click here Note that there is no limit to the amount of times a project can be deferred and resubmitted Upon resubmission a deferred project is subject to the same review criteria
68. cable as you may not have Submit to NIFA permissions Workflow Status Initiation Stage Submission Comments By submitting this final report to NIFA you are indicating that the final report has been completed This project will be closed once you submit this Final Report Are you sure youeWe submit this Final Report Submit to NIFA 137 Non LGU affiliated users The terminate screen is the only difference between Final Report and Progress Report forms The following screenshots show what happens when you submit a Final Report to NIFA in order to terminate a project 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 the top 2 On the terminate page click Submit to NIFA to terminate the project Home Project Initiation Progress Report Financial Report Reports Cover Participants Target Audience Products Other Products Accomplishments Changes Problems Terminate Terminate Project Review in PDF format All REEport documents follow this basic workflow Draft gt Submit for Review gt Submit to NIFA If you are submitting for review be sure to follow through and ensure that your document is submitted to NIFA Communicate with your REEport Site Administrator as applicable as you may not have Submit to NIFA permissions By submitting this fina
69. cecsessscssecsceesessesscecsceesessesssecscsesesaasesessesesesaseseseesees 31 NQVIGOTING th SOPEWONE sra a AARE AARE AA EE EE Aa A EEE EE EE AEAEE E EAE Finding Editing amp Managing Projects cccccecsessscesecsseensssscesecseseseuseassessesesesssaesessesssessssesesscssessasesssecsceeseasesesecseseeaseasseeseeseaaea How to Submit Projects amp REDOItS a dks a a aa aa a a a aaa a a A O RAAE INSTRUCTIONS FOR PROJECT DIRECTORS amp OTHER USER ROLES AT LGUS Logging In First Time User Verification Process c ccccccccseessssssesecssnessssecesecsseeasecesecseesasaeseseceseessasesssecsseeseasesesecsesesaaseassesseseeeaaea LOGGING In REtUINING USECMS aiiis ainaani aa aaa aiaa aaa aa aia dandana aiaia anatia iiia Navigating the SOftWALPEC csccccccccessessssscesecsesessnseceseceseeeaseseseesseeseuseaeseseceesesseaeseseceseeasaaesesececeessasesesecsceeseasessseeseseseasaassesseseeuaea Finding Editing amp Managing Projects HOW to SUDMIt Projects amp Reports sis vessssssiecssasasesisceaiesaetvede Godessabaasansedieesedsazetesteadsdaaleatesdela iaaeadveaediads AE aTr A ESERE Aai iota vaereds 54 INSTRUCTIONS FOR INDEPENDENT GRANTEES NOT PART OF AN LGU ccsssccsecesscecseeceeeeeeseeceseeecseeceeeeeeaeeceseeseseeceeeeseseeceueeeeseecueeseaeecneeeeneesea 67 Logging in to REEnort for the First TMC vcssticsasssesecetas cceesctaciecvesseetendieaticadsendantelsehitecsueadees ssaaeadaaesesdedvenceonsaniaeacesesauedstadaesedesaneneas
70. change will be included in the email Your NPL reviewer will communicate with you outside of the REEport system so that you can make the proper edits and resubmit the report If your submitted progress report sits within REEport for 90 days after submission your report is then considered final and no changes can be made whether at the request of the NPL or by you 9 Once a Progress report is submitted to NIFA REEport automatically creates a form for the next period of performance for which a report will be due A progress report sitting in the draft folder may be edited by you the PD at any time but it can only be submitted up to 90 days prior to the anniversary of the start date i e the end of the period of performance If you are catching up on old overdue reports then any new forms created can all be edited and submitted within the same day because the anniversary dates for these periods of performance have already passed Final Report Terminate a Project Upfront Hints amp Explanation of how Final Reporting works Using the Final Report module a Final Report is required to be completed and submitted no later than 90 days after the end date of the project non capacity or March 1 capacity The Final Report may be submitted at any time and doing so changes the project status to Completed This is the only way to officially close out a project even if you are terminating the project early You will find that a
71. channels The NIFA Planning Accountability and Reporting Staff has team members who can help direct you to the most efficient means of searching the database depending on what your reporting needs are The information provided through REEport will help users grantees grantee institutions 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 140 AR ARS CRIS ERS FTE FY NIFA PD PI PO POW SA SY TY USDA Acronym List 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 National Institute of Food and Agriculture Project Director Performing Institution Performing Organization Plan of Work Site Administrator Scientist Years Technical Years United States Department of Agriculture 141
72. chever is later The start date may be different from the submission date because a PD is permitted to future date the start of a non capacity project Example A PD submits a project initiation on 3 12 but enters a start date of 6 12 The anniversary date for the life of the project will then be 6 12 Final Report Due no later than 90 days after the anniversary date of the project but may be submitted at any time to terminate the project Summary Chart of Due Dates for Capacity amp Non Capacity Projects Capacity Projects Non Capacity Projects incl Competitive Grants Project Initiation May be submitted at any time As soon as notification of award is received start date may be future dated 14 Progress Report March 1 May be submitted up No later than 90 days after the Anniversary to 90 days prior Date may be submitted up to 90 days prior Continuation awards must be submitted within 90 days before the anniversary date Financial Report March 1 Not required Final Report March 1 May be submitted at No later than 90 days after the Anniversary any time to terminate the Date may be submitted at any time to project terminate the project 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
73. contains prepopulated non editable data that is imported from what you submitted as part of your project initiation If any of this information is incorrect it will need to be changed in NIFA s internal grants system if project is non capacity Click here for more details on this process For capacity project a Project Change request should be submitted to change any of the cover page information 6 Proceed with entering data on the final report screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Final Report section of this manual 7 Note that for all data you enter they should be applicable to the DURATION OF THE PRJOECT a Exception FTE reports on the Participants page should be for the most previous year only 8 Once all your data have been entered make sure to click the Submit button on the last screen your submit screen use the link above in Step 6 for detailed screenshots of this process Upon completing this action take note of the following e Your final report is reviewed by a NIFA National Program Leader NPL If the NPL deems the report unacceptable for any reason he or she may request that the report be sent back to you within 90 days for editing and resubmission Note that when this action is performed the system will alert you that the report has been sent back however no comments on what to change will be included in the email Your NP
74. ct Director can submit a Project Initiation to NIFA Only Site Administrator can submit a Project Initiation to NIFA Formula Projects C Site Administrator and Project Director can submit a Project Initiation to NIFA Only Site Administrator can submit a Project Initiation to NIFA Previous Next 27 On the workflow section you can choose what user roles have the ability to submit projects and associated progress reports final reports to NIFA If you want to make a workflow change to Project initiation make sure the radio button at the top is clicked to Project Initiation Likewise for Progress Report Note that you also have the ability to differentiate between non capacity and capacity projects Important Make sure to communicate with your PDs about what their privileges are They should be aware that if they do NOT have submit to NIFA privileges then any report they submit only means they re submitting it for institution SA review and making it available for the SA to submit to NIFA If they DO have submit to NIFA privileges then they need to know that they will need to go to the pending submission to NIFA folder in the appropriate module to make the final submission of a project or progress report essentially they ll need to click submit at two different levels Site Administrator Profile amp Authorizing Signatures Home Project Initiation Progress Report Financial Report Reports Project Cha
75. ct 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 capacity 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 91 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 projects 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 can be made regardless of whether or not the partnering entity is receiving or contributing actual monies towards the project Start Date For non capacity projects the start date is prepopulated based on what NIFA has on file from the approved grant a
76. d A link to the guidelines can be found on the NIFA web site at http www nifa usda gov business awards assurance html 110 How to Submit a Project 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 for review review usually done by the SA In most cases the PD at a given institution will perform the submission at this level Remember that any project found in the Draft folder at the Project Initiation home screen has not yet been submitted for review The Submit for Review in Project Initiation looks like this Project Initiation SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports Project Change 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 Workflow Status Initiation Stage Submission Clicking Submit for Review will move the project to the next review stage B E Submit for Review Save e The submitter SA or PD can tell that the project is at the first level of submission by the workflow status shown on the screen red underline Also note the red arrow indicating that the project is
77. d differentiating between the following NOTE Estimated Project FTEs are not required by the REEport system If you leave these fields at zero the system will still allow you to submit a project initiation However please be aware that for capacity projects a NIFA reviewer can decide if he or she requires the estimated FTEs before approving a project If the project is submitted with no estimate FTEs and the reviewer requires them then the reviewer will defer the project and indicate such in his her comments The project can then be resubmitted with the appropriate FTE fields filled in 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 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
78. d above capacity reporting must follow the federal fiscal year so each Progress Report covers one federal fiscal year or a portion thereof depending on the start date of the project 12 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 capacity 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 2013 through 9 30 2013 will have a Progress Report shell created for it and due by March 1 2014 In theory the progress report would be a report on only one month s worth of work At this time NIFA does still require that PDs submit these reports 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 or utilize the nothing to report checkboxes if available Each subsequent year s shell is created upon submission of the previous year s Progress Report so the first real report of progress in this scenario would come w
79. d adults A change in action occurs 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 e g 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 y
80. ddress and click Send ee 3 You should see a confirmation message stating that an Activation link was successfully sent 17 NIFA Reporting Portal Reset Password For NIFA Employees If you are a NIFA employee please contact the NIFA Service Desk at 202 690 2910 in order to reset your NIFA Network password and use the new password to log in to NIFA Reporting Portal For Others Enter the email address you signed up with If we have it in our records you will get a link to reset your password Email Address Ea Back to NIFA Portal 4 In the 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 5 After setting your password log into the portal with your email and newly set password 6 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 Catlin Jr Home Administration ae Testing Portal Admin REEport 1890 TENNESSEE STATE UNIVERSITY Plan of Work Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher Contact Us NOTE If your site has already been accessed and set up previously by another Site Admin then continue to step 6 below However if your site has never been accessed or set up before you
81. department simply click into the text field and make your desired edits To add a new department use the blue plus sign at the bottom of the page next to the last department listed You will then need to enter the name of the department in the blank field note that the department code says will assign which means REEport will automatically attach a code once you click save Department Code Department Name Will assign Previous Save Next Users How to Add Deactivate or Edit Users 23 Administrative Site SAES IOWA STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Roles Departments Users Workflow Site Profile Prefix Site Administrator FAQs Launch Wizard Perform a search by entering data in at least one of the fields below and clicking Go Last Name First Name Email Address First Name Last Name Phone Number cgood iastate edu 555 555 5555 Site Administrator aaronjg iastate edu 515 451 0568 Project Director ahui iastate edu 515 294 4754 Project Director amani iastate edu 515 294 6175 Project Director amytoth iastate edu 515 294 3121 Project Director a_gassmann emailnotfound com 000 000 0000 Project Director On the Users page you have the ability to view current users in the system and their assigned roles e Hint A quick way to find any existing user is to use the search option at the top of the screen you on
82. ditures and staff support as well as monitor the progress and impact of such activities Background The primary objective in the development of the REEport data collection system was to take all the current technical capabilities of the CRIS Webforms System which was previously run by the University of Vermont and center them into a NIFA run system that was physically housed on USDA NIFA servers and monitored and kept up to date by NIFA Staff In addition the system was designed to expand upon the CRIS Webforms capabilities by allowing for an all electronic workflow Previously although Site administrators and Project Investigators were able to enter and send their information to NIFA electronically the electronic workflow stopped there NIFA staff was then required to use a paper process to distribute projects proposals to National Program leaders for their review and decisions on project proposals capacity only Thus REEport implementation marks the ability of NIFA staff to receive distribute and return to Site Admins Project Directors PDs all research project data and associated approvals electronically As part of this electronic 3 workflow process NIFA took great care to ensure a robust notification system that allows all persons connected to a project Site Admin Project Director National Program Leader NIFA Administrative Staff other Site Administrative Staff to receive automatic email notifications relevant to their involvement
83. dow in which to submit your progress report Example for non capacity grants Project start date is September 1 2012 REEport will senda notification email 90 days prior to September 1 2013 The anniversary date is September 1 2013 The Progress Report covering the period of performance from September 1 2012 through August 31 2013 is due no later than November 30 2013 2 When a project is active REEport always makes available one Progress Report form in the Progress Report module for editing and submission The period of performance prepopulated on the form will always be the oldest period of performance that has yet to be reported on To access whatever current form is available to you go to the Progress Report module as indicated 58 Home Project Initiation aD E Reports Final Report A Project Initiation Progress Report Final Report 3 Expand your Progress Report s in Draft folder 4 Click the project you want to report on use any of the underlined links on available they will all bring you to the same form for editing and submission to NIFA Reporting Period Grants gov Proposa Proj Dir Funding End Date April 30 2014 i NON FOR w 0 Progress Report s Submitted to NIFA 5 The first page you are brought to is the cover page of the project note that for non capacity projects the cover page contains prepopulated non editable data that is imported from what you submitted as
84. e using project numbers 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 institution to track the research under that single identifier While Pls set their own requirements for project numbers i e their preferred combination of letters and numbers the Division Station Code 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 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 SYs PYs materials can be made regardless of whether or not the partnering entity is receiving or contributing actual monies towards the project Start Date For all capacity projects enter the date on which
85. e where you have the ability to start new projects and manage existing projects Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports ProjectChange FinalReport Site Administration Project Initiation Progress Report Final Report Project Change Site Administration Logging In Returning Users 1 Goto http portal nifa usda gov Enter your email address and your password set by you the first time you logged into Portal Click Log In 50 If you do not remember your password click the reset password link at the top of the portal login screen and follow the prompts Email Password Log In Register for the NIFA Leadership Management Dashboard LMD Reset password IMN The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners Agency Executives National Program Leaders Program Specialists and Program Assistants at NIFA with actionable business information in a format that is both intuitive and insightful Latest News 2 Click the REEport link that appears on your welcome page under Active Applications All 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 then yo
86. ed non editable data that is imported from what you submitted as part of your project initiation If any of this information is incorrect it will need to be changed in NIFA s internal grants system if project is non capacity Click here for more details on this process For capacity project a Project Change request should be submitted to change any of the cover page information 6 Proceed with entering data on the final report screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Final Report section of this manual 7 Note that for all data you enter they should be applicable to the DURATION OF THE PRJOECT a Exception FTE reports on the Participants page should be for the most previous year only 8 Once all your data have been entered make sure to click the Submit button on the last screen your submit screen use the link above in Step 6 for detailed screenshots of this process Upon completing this action take note of the following e Your final report is reviewed by a NIFA National Program Leader NPL If the NPL deems the report unacceptable for any reason he or she may request that the report be sent back to you within 90 days for editing and resubmission Note that when this action is performed the system will alert you that the report has been sent back however no comments on what to change will be included in the email Your NPL reviewer will com
87. ed in the email Your NPL reviewer will communicate with you outside of the REEport system so that you can make the proper edits and resubmit the report If your submitted progress report sits within REEport for 90 days after submission your report is then considered final and no changes can be made whether at the request of the NPL or by you 9 Once a Progress report is submitted to NIFA REEport automatically creates a form for the next period of performance for which a report will be due A progress report sitting in the draft folder may be edited by you the PD at any time but it can only be submitted up to 90 days prior to the anniversary of the start date i e the end of the period of performance If you are catching up on old overdue reports then any new forms created can all be edited and submitted within the same day because the anniversary dates for these periods of performance have already passed Final Report Terminate a Project Upfront Hints amp Explanation of how Final Reporting works Using the Final Report module a Final Report is required to be completed and submitted no later than 90 days after the end date of the project non capacity or March 1 capacity The Final Report may be submitted at any time and doing so changes the project status to Completed This is the only way to officially close out a project even if you are terminating the project early You will find that a Final Report for
88. eing publicly available 46 Instructions for Project Directors amp Other User Roles at LGUs REEport is accessed through the NIFA Reporting Portal at http portal nifa usda gov If you are a Project Director at an LGU CAPACITY PROJECTS Project Directors who are part of a Land Grant University and who wish to initiate capacity projects must be set up first by their Site Administrators SA in order to access REEport Once their SA sets them up 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 NON CAPACITY PROJECTS Project Directors who wish to enter project data on Non Capacity 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 o PDs who are part of an LGU Only you and the SAs at your site have access to edit your project forms and associated progress reports these forms are automatically created by REEport and prepopulated with certain data from your grants gov application In addition to entering project information on forms your SA also can choose whether to give you submit to NIFA privileges o PDs who are independent not part of an LGU or partner institution This applies to Non Capacity Grantees only You will be recogn
89. ended 7 U S C 3101 et seq the Smith Lever Act 7 U S C 341 et seq and other legislative authorities NIFA also administers several capacity funded research programs The programs are authorized pursuant to the authorities contained in the MclIntire Stennis Cooperative Forestry Research Act of October 10 1962 16 U S C 582a 1 582a 7 the Hatch Act of 1887 as amended 7 U S C 361a 361i Section 1445 of Public Law 95 113 the Food and Agriculture Act of 1977 as amended 7 U S C 3222 and Section 1433 of Subtitle E Sections 1429 1439 Title XIV of Public Law 95 113 as amended 7 U S C 3191 3201 Each capacity funded program is subject to a set of administrative requirements as set in the Administrative Manual for the Mcintire Stennis Cooperative Forestry Research Program the Administrative Manual for the Hatch Research 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 Pursuant to the requirements established in 7 CFR Parts 3400 through 3430 pertaining to the aforementioned authorities 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 expen
90. er s name as indicated by the red arrow amp Active Users Organization a Cathy cgood iastate edu Site SAES IOWA STATE UNIVERSITY Administrator Deactivate Checked Users without Sending Email e After clicking on the user s name an SA has the ability to see and edit the entire user profile Most notably they have the ability to edit a user s ROLE at this screen As shown in the following screenshot the SA may click remove to remove already assigned roles red arrow or use the drop down menu to add a new role red circle Make sure to click save at the bottom when finished red circle 26 noc Ain Edit User Salutation First name Middle name Contact Application Status Organization Plan of Work active SAES UNIVERSITY OF CALIFORNIA Director Leadership Management Dashboard LMD active SAES UNIVERSITY OF CALIFORNIA NIFA Partner Project Director Remove ee REEport SAES UNIVERSITY OF CALIFORNIA active SAES UNIVERSITY OF CALIFORNIA x Add Role A Workflow Administrative Site 1890 TENNESSEE STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Roles Departments Users Workflow Site Administrator Profile Prefix Site Administrator FAQs Launch Wizard Workflow Adjust Workflow More Submit to NIFA Select Project Initiation Progress Report Non formula Projects C Site Administrator and Proje
91. er 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 not a substitute for any other invention reporting required under the terms and conditions of any award Other Products Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Other Products Other Products Fields marked with an asterisk are required for submission T Nothing to report Product Type seess Ea Ca 121 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 peo
92. escribe the project Examples of words are Corn Maize Bioenergy Example of phrases are Native Plants Climate Change 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 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 grain 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 Cla
93. ess reports until you reach the final year of the project b Note If you do incorrectly submit final report NIFA will be able to send it back to you so that it is put back in draft status and can be submitted when it is actually required However the information you entered into the form is not transferable or changeable to becoming a 83 progress report You will need to re enter all data into the Progress Report form manually copying and pasting is suggested where applicable Making Changes to an Active Project In the current version of REEport changes cannot be made to project data on non capacity including competitive projects once the Project Initiation form has been submitted to NIFA This submission of the Project Initiation is what changes the project s status from draft to active An active status means that the data are now part of NIFA s Current Research Information System database and are publicly searchable There are however some basic fields that can be updated internally by NIFA including the PD contact information and keywords Please contact the Program Contact as listed on the Award Face Sheet of your grant to determine if changes should and can be made to an active project Note A future version of REEport will allow PDs to log into REEport and make changes to some project data these changes will be subject to a NIFA review process before becoming a permanent part of the project and
94. ess 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 there is a major difference that is extremely important to remember The Final Report is a report pertaining to the DURATION of the project not just a reporting period which is what is covered by each of the previously submitted Progress Reports Example A 3 year project runs from 10 12 through 9 15 There will be two progress reports submitted one covering the reporting period from 10 12 9 13 and one covering the reporting period from 10 13 9 14 After those two Progress Reports have been submitted a Final Report will be submitted that covers the entire 3 year project duration from 10 12 9 15 Thus there will be no Progress Report for the period 10 14 9 15 IMPORTANT NOTE There is one major exception to the above rule on reporting against project duration that is how you report FTEs When reporting ACTUAL FTEs in the Final Report you must report only FTEs that supported the 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 Repo
95. et met As the project progresses 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 124 What opportunities for training and professional development has the project provided T Nothing to report How have the results been disseminated to communities of interest E Nothing to report 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 nothi
96. et up with a user profile check with your Site Administrator if you have one If you do not have an SA send an email to reeport nifa usda gov Ii j i Ae i s A X W Mi Z A S Bh Ae 5 f Se S NIFA Reporting Portal Welcome Carter Catlin Jr Home Administration Testing Portal Admin Active Appli T REEport 1890 TENNESSEE STATE UNIVERSITY Plan of Work Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher Contact Us 3 You will be brought to your REEport home page where you have the ability to initiate projects and submit associated progress and final reports 71 BAS Gs REEport Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY Home Project Initiation Progress Report Financial Report Reports ProjectChange FinalReport Site Administration Project Initiation Progress Report Final Report Project Change Site Administration Navigating the Software REEport is designed in modules For non capacity grants there are three modules you can use to submit forms Project Initiation Progress Report and Final Report 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 Example In the Project Initiation Module once you ve clicked into a project you will see
97. f 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 Animal Health Component Projects receiving Animal Health capacity 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 capacity and non capacity 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 Activities 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 Hint You should check yes for this question if this project is a Hatch or Hatch Multistate 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
98. fessionals 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 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 Target Audience Home Project Initiation Progress Report Financial Report Reports ProjectChange 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 D Nothing to report arrera sme tex 119 The targe
99. forms for which they are the named PD whether they initiated the form or not Are automatically set up as the PD and can see edit any non capacity project on which they are listed as the PD on the grants gov application Can submit forms to NIFA but ONLY if the Site Administrator has set the workflow to allow this otherwise their submit capability is limited to the organizational level of submission only applies to PDs at LGUs only Can initiate new forms Can view and make edits only on those forms which they initiated Cannot submit forms to NIFA Cannot view or edit form which they did not initiate Reviewer Has read all permissions therefore can view all forms but in a read only state as a PDF Note that any person listed as the Authorized Organizational Representative AOR on any non capacity project is automatically set up with a user account in the REEport system as a Reviewer for the performing organization listed on the project Modules in REEport Upon official deployment of REEport in 2012 there are three report types supported by the software Project Initiation Progress Report and Final Termination Report These report types are housed in modules which are sections in REEport 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 ch
100. from the grant application that you submitted through grants gov If any of this information is incorrect it will need to be changed in NIFA s internal grants system Click here for more details on this process 13 Proceed with entering data on the project initiation screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Project Initiation section of this manual 14 Once all your data have been entered make sure to navigate to the submit screen of the project Follow the instructions via the link in Step 6 for submitting capacity and non capacity projects initiations Upon successful submission to NIFA all projects both capacity and non capacity will appear in the Active Projects folder within your Project Initiation module 56 Project Initiation Progress Report Financial Report Reports Final Report Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director search Clear Search Expand All Folders Collapse All Folders Project moved from draft stage 0 Project s In oo folder to active project s folder 1 Active Project s Accn Project Grants gov Proposal i Department Proj Dir 233153 J GRANT Oceanic At g en NON FOR 0 Completed Project s 0 Project s with Past Due Final Reports Progress Report Upfront Hints amp Expla
101. from what you submitted as part of your project initiation If any of this information is incorrect it will need to be changed in NIFA s internal grants system Click here for more details on this process If itis a Capacity project and the cover page information needs to be updated this can be done by submitting a Project Change request 6 Proceed with entering data on the progress report screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Progress Report section of this manual 7 Note that for all data you enter they should be applicable to the period of performance ONLY as listed on the cover page of the report 39 8 Once all your data have been entered make sure to click the submit button on the last screen Note that LGUs have two levels of review so the first submit button only submits the project for organizational Site Admin review a second level of submission takes place within the Pending submission to NIFA folder Refer back to the link in step 6 for more information on this Your progress report is reviewed by a NIFA National Program Leader NPL If the NPL deems the report unacceptable for any reason he or she may request that the report be sent back to you within 90 days for editing and resubmission Note that when this action is performed the system will alert you that the report has been sent back however no comments on what to
102. h 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 102 Methods Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Methods Fields marked with an asterisk are required for submission Describe the Methods for the project More 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 curriculum or innovative teaching methodologies workshops experiential learning opportunities extension and ou
103. h the built in text editor they have an 8 000 character limit including spaces e Depending on the type of grant you received when completing REEport forms there may be additional content guidance available from NIFA program staff Program contacts name email phone number are listed on your NIFA Award Face Sheet Project Initiation 1 NON CAPACITY PROJECTS for capacity projects skip to step 3 The life of your grant begins with the application process in Grants gov Once your grant is recommended for Award in NIFA s internal grants system you will receive an email notification that your Project Initiation form is awaiting completion in REEport The email looks like this 34 From REEport nifa usda gov Sent Wed 9 25 2013 4 30 AM To Ce REEport Notification Subject New Project in NIFA REEport A new NIFA Project Initiation form has been created for editing in REEport for the Grant Proposal referenced below To edit and submit your Project Initiation log in to REEport using the NIFA portal at http portal nifa usda gov portal use your e mail address as the User ID If you have any problems with your account please contact the REEport Customer Service Team at reeport nifa usda gov To learn more about using the REEport system and how to fill out the form please consult the REEport User Manual at http www nifa usda gov business pdfs reeport_user manual 4 13 pdf Additional training resources can be found on the RE
104. he change to NIFA see steps 5 and 6 above Following the above steps will result in the project being submitted to a NIFA NPL who will review the project changes and approve them as the new data fields in REEPort are not required because legacy projects are grandfathered in to what the CRIS Web Forms system collected NIFA s policy is that project change approvals should occur within 30 days of submission Non Capacity Including Competitive Projects In the current version of REEport changes cannot be made to project data on non capacity including competitive projects once the Project Initiation form has been submitted to NIFA This submission of the Project Initiation is what changes the project s status from draft to active An active status means that the data are now part of NIFA s Current Research Information System database and are publicly searchable 6 wn There are however some basic fields that can be updated internally by NIFA including the PD contact information and keywords Please contact the Program Contact as listed on the Award Face Sheet of your grant to determine if changes should and can be made to an active project Note A future version of REEport will allow PDs to log into REEport and make changes to project data these changes will be subject to NIFA approval before becoming a permanent part of the project and being publicly available 66 Instructions for Independent G
105. he end of the period of performance e If you are catching up on old overdue reports then any new forms created can all be edited and submitted within the same day because the anniversary dates for these periods of performance have already passed Final Report Terminating a Project Upfront Hints amp Explanation of how Final Reporting works 80 e Using the Final Report module a Final Report is required to be completed and submitted no later than 90 days after the end date of the project e The Final Report may be submitted at any time and doing so changes the project status to Completed This is the only way to officially close out your grant even if you are terminating the project early e You will find that a Final Report form has been automatically created for each active project that you have initiated into the REEport system These are found in the Draft folder in your Final Report module and are automatically set to report on the PROJECT DURATION o Policy Note Missing the due date or failing to submit a Final Report even in the case of a PD retirement leaving the project etc does not absolve an institution of needing to submit the report Per the Terms amp Conditions of all NIFA non capacity awards any PD Institution with delinquent final reports may have future funds from NIFA withheld until the report is submitted e Inthe final year of a current project if you have been notified by NIFA program staff that
106. 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 you re not exactly sure what status the project is in and therefore wouldn t know which folder to look in Accession Number Project Number Proposal Number Performing Department x Project Director search 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 capacity and two non capacity 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 53 23 Project s In Draft Stage Accession Project Grants gov Proposal Title Department Project Director Funding Source View jowKStest N A N A Control of Food Borne Pathogens in Pr None HATCH MU None GRANT00469387 2008 03943 Developing Predictive Models for Iden Animal Science Christopher Tuggle NON FORMULA None N A N A N A None STATE None N A N A N A None HATCH iowtest N A N A working U S Pork Ce Dorian G
107. hen the email you entered is not the email that your SA used to set up your new user account OR it is not the same email that you entered as part of your grants gov application if you are trying to access a non capacity grant in REEport If you receive this message contact your Site Admin if you are trying to access a capacity project and confirm with them the correct email address if you are trying to access a non capacity project contact reeport nifa usda gov Email Password Log In N F A REPORTING PORTAL Register for the NIFA Leadership Management Dashboard LMD Reset password The e mail address and password combination you entered is invalid If you have forgotten your password you may LMD If you do not have a NIFA Leadership Management Dashboard LMD account you may or contact POW To establish a new POW account contact 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 49 NIFA Reporting Portal Home Administration Testing Portal Admin Welcome Carter Catlin Jr Active Appli REEport 1890 TENNESSEE STATE UNIVERSITY Plan of Work Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher Contact Us 6 You will be brought to your REEport home pag
108. hin your Project Initiation module See screenshot of folder structure Folder View Definitions amp Workflow Upfront Helpful Hint Anytime you make a change to a given project regardless of the stage it s in within the Project Changes module you can click on the changes part of the sub 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 129 the value is now In addition you can click on the history tab to see any past changs that occurred on the particular project Examples are below Active Projects Folder In the active projects folder you may click on any active project in order to then click into any of the individiual 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 Folder 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 F
109. ho have set their own passwords are considered verified 47 If you are a Project Director or Authorized Organizational Representative AOR on a Non Capacity project Whenever a new non capacity project is brought into REEport from NIFA s internal grants system REEport sends out an email to the Project Director and AOR asking them to click an activation link that will grant them access to the Portal and ultimately to their project the activation link is valid for 36 hours This only occurs if the PD AOR have not previously been verified in the REEport system as the PD AOR on a prior project The email looks like this NoReply NIFA Sent Wed 9 11 2013 4 15 AM To Cc Subject NIFA Reporting Portal Activation Link Hello You have been granted access to the NIFA Reporting Portal Click on the activation link below or copy the link to a browser window to activate your account This link is valid for 36 hours 9c5cfc631f53f70910f0026e28a2134a06cb787d If your link expires you may generate a new one through the password reset mechanism http portal nifa usda gov portal forgot_ password If you have any problem activating your account please contact the NIFA Administrator at NIFAReportingPortal nifa usda gov If you have the email with the activation link which is good for 36 hours then click that link and follow the prompts If you no longer have the email the 36 hours has passed or you don t remember receiving a
110. ific keywords that are as descriptive of the project as possible is important Sponsoring Agency Institution The Sponsoring Agency Institution is the organization that is funding the project For all Capacity and Non Capacity 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 Performing Organization Institution The Performing Organization Institution is the organization that employs the scientist s conducting the research 94 DUNS Number Universal Numbering System DUNS number is a unique nine digit identification number provided by Dun amp Bradstreet D amp B For Non Capacity Projects NIFA automatically prepopulates this field with the DUNS number that was entered by the grantee in Grants gov For more information on DUNS numbers visit http www whitehouse gov sites default files omb grants duns num_guide pdf 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 r
111. inancial Report Reports Project Change Final Report Site Administration Submit Changes for Review Review in PDF format Workflow Status Initiation Stage Submission Clicking Submit Changes for Review will move the project to the next review stage Submit Changes for Revie Ea Revert Changes Pending Submission to NIFA Folder The folder titled Projects Pending Submission to NIFA contains projects on which changes have been made by the Project Director PD or Site Admin 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 or PD if the SA has given them permissions must go to the submit page and click Submit to NIFA to move the project into the Projects Submitted to NIFA folder and make the changes available for NIFA to review and approve if applicable some changes do not require approval Comments 130 Home Project Initiation Progress Report Financial Report Reports Changes Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Assurance Statements Submit Submit Changes to NIFA Review in PDF format Workflow Status i Initiation Stage a O meral Johnson Dean a Signature Panel E ames Halt ssurance Statement Signature Panel Dean Clicking Send Back will send it back to the previous stage Comments Submit to
112. ion is the central repository for information on how to use the REEport system Utilizing short video tutorials FAQs user manuals and a variety of other resources users should be able to quickly locate answers to questions e These resources are tailored to meet user needs depending on affiliation and role To get started select one of the two options below If unsure which applies link to the section on Independent Affiliation Link to a description and list of Land Grant Partners Exception 1994 Land Grants and Tribal Colleges should use Independent Affiliation e Land Grant Partners e Independent Affiliation e Access the REEport User Manual here Newsletters e April 2 2013 Volume 3 Issue 2 e March 19 2013 Volume 3 Issue 1 e October 2012 Volume 2 Issue ae ey ea 2 139 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 can help users who have technical data and or policy related questions or issues such as e 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 e Data related questions What do put in which section e Policy related questions What are the due dates What are the requirements f
113. 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 Capacity and Non Capacity 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 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 Capacity Projects NIFA automatically prepopulates this field with the DUNS number that was entered by the grantee in Grants gov 90 For more information on DUNS numbers visit http www whitehouse gov sites default files omb grants duns num guide pdf Performing Department The Performing Department is the entity section at the Perfo
114. ith the second Progress Report due March 1 2015 Financial Report Due by March 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 Final Report Due by March 1 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 that project However it is important to note that the system will only accept the submission of the Final Report if the date of submission is within 90 days prior to the current end date listed on the active project If a PD or SA wishes to submit a Final Report earlier than 90 days prior to the end date of the project then they must submit a Project Change to change the end date of the project so that the proper 90 day window is created in relation to the day they want to submit the Final Report To learn how to submit a project change click here NIFA Non Capacity Funded Projects Including Competitive Grants A NIFA non capacity funded project is any research project funded by a non capacity funding line or competitive grant that has been awarded to a grantee through the grants gov application and approval 13 process Once a non capacity 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
115. ithin 30 days of submission 133 Submitting a Final Report Data Content amp Instructions The Final Report module is the module to use whenever a final report is due in the last year of the project within 90 days after the anniversary of the start date for non capacity and within 90 days of March 1 for capacity or when a PD wants to terminate a project early The 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 in order to terminate it Note For Capcity projects the system will only accept the submission of the Final Report if the date of submission is within 90 days prior to the current end date listed on the active project If a PD or SA wishes to submit a Final Report earlier than 90 days prior to the end date of the project then they must submit a Project Change to change the end date of the project so that the proper 90 day window is created in relation to the day they want to submit the Final Report To learn how to submit a project change click here The Final Report home screen appears similar to the project initiation and progress report home screens You can search for 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
116. ized by REEport as a PD for your specific project s based on the email address that you submitted as part of your grant application For more specific information on editing and submitting forms as a PD at a non partner institution click here Introduction for Independent Grantees Not Part of an LGU If you are a faculty member administrative person or student supporting a project Director at an LGU There are two other user roles in REEport which require access to be granted 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 Admin or Project Director Please work with your Site Administrator to determine the level of access you need in REEport If you already have the access you need the remainder of this section of the manual will direct you on how to navigate the system and or enter or review project data and content 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 POW system or to access the Leadership Management Dashboard You will know if you are an unverified user if you do not have a password because only users w
117. ject 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 Also note disclaimers on the bottom of page This performing organization agrees to assume primary responsibility for complying with the Animal Welfare Act 7USC 2131 2156 Public Law 89 544 1996 as amended and the regulations promulgated there under by the Secretary of Agriculture in 9 CFR Parts 1 2 3 and 4 In the case of domesticated farm animals housed under farm conditions the organizations shall adhere to the principles stated in the Guide for the Care and Use of Agricultural Animals in Agricultural Research and Teaching Federation of Animal Science Societies 1999 http www fass org docs agguide3rd Ag Guide 3rd _ed pdf This performing organization agrees to assume primary responsibility for complying with both the intent and procedures of the National Institute of Health NIH DHHS Guidelines for Research Involving Recombinant DNA Molecules as revise
118. k Next or Participants at the top of the menu bar Both options are shown in these screenshots Option 1 Start Date __ End Date f Cover Page i mone Endo Project Contacts Project Director Site Administrator B Select from list of Project Directors vis Name Carter Catlin Jr Email Address ccatlin tnstate edu First Name Middle Name Last Name Phone Number 000 000 0000 Email Address Phone Number 52 Option 2 Project Initiation 1890 TENNESSEE STATE UNIVERSITY Progress Report Financial Report Reports Project Change Final Report Site Administration 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 to move to the next screen i e clicking participants on the menu bar to move from cover page to participants page you will M A get the following message Changes to this form have not been saved If you leave your changes will be lost Ci Are you sure you want to leave this page If you get this message you MUST choose stay on this page so that wii ial you will have the option to save your work before moving to another gt Stay on this page page _If you choose leave this page your work will not be saved 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
119. l 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 and so forth 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 A new feature of the Progress Report that differs from the AD 421 format is the reporting of Full Time Equivalents FTEs these used to be reported as part of the AD 419 In the Project Initiation module of any project you are asked to ESTIMATE the total number of FTEs that will support the project over the DURATION of the project In subsequent Progress Reports for that project you will need to report the ACTUAL number of FTEs that supported the project just for that reporting period only See the detailed instructions section of this manual for how to report FTEs also consult the help text in the REEport system 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 capacity grantees to report expenditures as do capacity grantees to learn what a non capacity grantee should submit for thei
120. l report to NIFA you are indicating that the final report has been completed This project will be closed once you submit this Final Report Are you sure you want to submit this Final Report E Submit to NIFA Save 3 Upon successful submission you will be brought back to the main screen of your Final Report module where you will get the following message Home Project Initiation Progress Report Financial Report Reports Final Reports Accession Number Proposal Number Performing Department Project Director Clear Search Expand s holders Collapse Allzolders 1 Final Report s in Draft 1 Final Report s Submitted to NIFA 138 Additional Training Resources The NIFA REEport Implementation webpage is your go to source for accessing this manual and other training materials including video tutorials webinars newsletters and FAQs IMPORTANT FOR LGUs NIFA PARTNERS If you are a REEport user who is part of a Land Grant University or NIFA partner institution please make sure to utilize your Site Administrator as a resource when you have questions about using REEport NIFA has provided training to the Site Admins regarding system functionality how to edit submit reports what content should be included etc Your Site Admin should be your first line of defense for questions The webpage is http www nifa usda gov business reeport_imp html F B United States Department of Agriculture oe
121. lder 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 capacity and two non capacity 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 5 23 Project s In Draft Stage Accession Project Grants gov Proposal Title Department Project Director Funding Source View iowKStest N A N A Control of Food Borne Pathogens in Pr None HATCH MU None GRANT00469387 2008 03943 Developing Predictive Models for Iden Animal Science Christopher Tuggle NON FORMULA None N A N A N A None STATE None N A N A N A None HATCH iowtest N A N A working U S Pork Ce Dorian Garrick HATCH iowtest N A N A Initiating a state project by PD Leopold Center Gwyn Beattie STATE AJOA H nro Anima n Kathleen Delate How to Submit Projects amp Reports Quick Links Project Initiation Progress Report Final Report Terminate a Project Resubmitting a Deferred Project Project Change Requests Including Extensions on Capacity Projects Upfront Helpful Hints e For guidance completing any REEport form remember to use the embedded Help Text by clicking on the small blue icon located next to each field found within REEport e There are various character limits on all fields in REEport but the main one worth noting is for all the large text boxes wit
122. les 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 capacity grants Annual Financial Report data is still be required for capacity grant projects e 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 currently 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 www nifa usda gov business reeport_imp html The webpage includes software development updates newsletter
123. lt in text editor there is an 8000 character limit including spaces e REEport does not accept graphics charts or other images pasted into any of the open text boxes 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 o Review the screenshots in the Navigating the Software section of this manual for more details 115 e For Non Capacity Projects only Depending on the type of grant you received when completing REEport forms there may be additional content guidance available from NIFA program staff Program contacts are listed on your NIFA Award Face Sheet Progress Report Home Page Financial Report Reports Project Change Final Report Site Administration Track Progress Reports Accession Number Project Number Proposal Number Performing Department y x Project Director Clear Search ee ees ee ee a 3 Progress Report s in Draft Project 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 9000028 TENO 0002 2012 03 30 2012 09 30 N A N A Richard Browning EVANS ALLEN test102 90
124. ly e Evans Allen 1890 LGUs only e MclIntire Stennis e Animal Health e Renewable Resources Extension For capacity 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 capacity dollars Hatch Hatch Multistate Evans Allen McIntire Stennis Animal Health or Renewable Resources Extension to perform approved research The PD or designated staff member in some cases the institution allows the Site Administrator to input data on behalf the PDs must complete Project Initiation in order to gain approval by NIFA to begin the research and to spend capacity 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 capacity projects are reported on following the federal fiscal year Thus the overall reporting period for each progress report and final report must follow the federal fiscal year FY Example A project initiation is submitted and approved in February of 2012 the first progress report will cover the reporting period of February 2012 through September 2012 end of FY and will be due March 1 2013 see details below Progress Report Due by March 1 annually for each reporting year of the project but may be submitted within 90 days leading up to March 1 Per the policy change note
125. ly need to enter data into one of the three fields e If you want to add a new user or deactivate or edit an existing user you must do so through the administration section of the NIFA Reporting Portal only SAs have access to administration To get there from the User page click the link for portal at the bottom of the page as indicated here Y y_lee emailnotfound com Project Director Andrea i arich iastate edu 515 294 4642 Reviewer Sara Jane egrants iastate edu 515 294 5225 Reviewer Suzanne Schuknecht grants iastate ed 515 294 5225 Reviewer If you are a site administrator in Portal you may add user via Portal Previous Next e The above action will bring you to the administration section of the portal note that right next to administration is home which is what you d click in order to go back into the REEport system Click the link for REEport in the administration section of the portal as shown here 24 NIFA Reporting Portal Welcome Cathy Good Home Administration Application Administration REEport SAES IOWA STATE UNIVERSITY Once you ve done the above the next screen will give you the ability to see a complete listing of all unverified active and inactive users at your institution To add a new user Enter the email address that they will use for REEport and click add user REEport SAES IOWA STATE UNIVERSITY You will then be brought to a screen where
126. m has been automatically created for each active project that you have initiated into the REEport system These are found in the Draft folder in your Final Report module and are automatically set to report on the PROJECT DURATION o Policy Note Missing the due date or failing to submit a Final Report even in the case of a PD retirement leaving the project etc does not absolve an institution of needing to submit the report Per the Terms amp Conditions of NIFA awards any PD Institution with delinquent final reports may have future funds from NIFA withheld until the report is submitted 60 In the final year of a current project if you have been notified by NIFA program staff that your award will be receiving any type of extension or continuation on the same Award Number non capacity only you should NOT submit the Final Report form from that module Instead you should submit the progress report form that is available to you in your progress report module The Final Report form will remain in the system for the time when you project is actually ready to be terminated o Note that the incorrect submission of a Final Report can be undone by NIFA but NIFA staff cannot convert a Final Report to a Progress Report Therefore please be aware that you will need to go to the Progress Report module and manually re enter all the data into the Progress Report form if this happens o Click here for more information on extension continua
127. municate with you outside of the REEport system so that you can make the proper edits and resubmit e If your submitted final report sits within REEport for 90 days after submission your report is then considered final and no changes can be made whether at the request of the NPL or by you 62 Resubmitting a Deferred Project Projects that are deferred by NIFA are most often deferred because the National Program Leader who reviewed the project has identified some changes that need to be made to the project before they will allow it to become active usually this means that the proposed research is on target with NIFA s portfolios goals and is within the purview of the funding source it s proposing to use but the project write up needs some adjustments Resubmitting a deferred project is much like submitting a brand new project The main difference is that you can find the deferred project in TWO different places in your drafts folder as well as your deferred projects folder The project can be accessed from either location changes can be made and you can click submit at the end in order to resubmit to NIFA for review Here are the steps and workflow for resubmitting deferred projects 1 Navigate to the Project Initiation module Locate the project in either the Drafts folder or the Deferred Projects folder the underlined links for the project in each location will bring your to the ex
128. n email follow the steps below 1 Go to http portal nifa usda gov Enter your email and leave password section blank Click log in Email Password Log In N F A REPORTING PORTAL Register for the NIFA Leadership Management Dashboard LMD Reset password IMN The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners Agency Executives National Program Leaders Program Specialists and Program Assistants at NIFA with actionable business information in a format that is both intuitive and insightful Latest News 2 You will be asked to re enter your email address and click send emai 48 NIFA Reporting Portal Reset Password For NIFA Employees If you are a NIFA employee please contact the NIFA Service Desk at 202 690 2910 in order to reset your NIFA Network password and use the new password to log in to NIFA Reporting Portal For Others Enter the email address you signed up with If we have it in our records you will get a link to reset your password Email Address Ea Back to NIFA Portal 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 Note If you enter an email address that is not recognized as part of a valid user account you will receive the below error message This message usually occurs w
129. n 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 At the beginning of this box before information on goals and objectives include a statement of 1 to 2 paragraphs describing the IMPACT of your project This statement will be a primary tool for briefing leadership and legislators about what has been accomplished with the public funding invested in grant programs Refer back to the non technical summary you provided at the outset of your project This impact statement should reflect the results and conclusion of your work that will provide benefits to broad audiences It is imperative that this portion of your report be written in plain non technical language Please do feel free to use numbers that will be meaningful to non scientific audiences such as community leaders politicians taxpayers and farmers You will need to translate results of your work into lay terms things that everyday people can relate to Consider reporting things like changes in economics community dynamics environmental conditions or agricultural norms How to accomplish this Revisit the logic model for your project if you have one Impact statements should arise from the outcomes described in a logic model A good impac
130. n the Final Report module for editing and submission The period of performance prepopulated on the form is the PROJECT DURATION start date to end date 81 Home Project Initiation Progress Report Financial Report LCD Project Initiation Progress Report Final Report mn WW 3 Expand your Final Report s in Draft folder 4 Click the project you want to report on use any of the underlined links on available they will all bring you to the same spot Reporting Period Grants gov Proposa r Funding End Date April 30 2014 P f i NON FOR 0 Progress Report s Submitted to NIFA 5 The first page you are brought to is the cover page of the project note that the cover page contains prepopulated non editable data that is imported from what you submitted as part of your project initiation If any of this information is incorrect it will need to be changed in NIFA s internal grants system Click here for more details on this process 6 Proceed with entering data on the final report screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Final Report section of this manual 7 Note that for all data you enter they should be applicable to the DURATION OF THE PRJOECT a Exception FTE reports on the Participants page should be for the most previous year only 82 8 Once all your data have been entered make sure to click the
131. n this page page _If you choose leave this page your work will not be saved Other Helpful Hints e All of the instructions provided in the REEport system are indicated by the icon This manual follows the same general help text found in the system but it is expanded in some areas e No matter what module or screen you are on you can always go back to your home screen click home on the top menu bar to view the large module icons and 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 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 you re not exactly sure what status the project is in and therefore wouldn t know which folder to look in Accession Number Project Number Proposal Number Performing Department x Project Director search Clear Search 33 Option 2 Use the expanded fo
132. nal 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 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 27 3 and A ones only upon submission of each of the previous reports Helpful Hints for Entering Progress Report Data After opening the progress report form you want to work on e The first page screen you will come to is the Cover page The cover pages for non capacity and capacity both cover the vital stats of the project and are prepopulated based on what was entered when the project was initiated In order to make changes to any of this data you must use the Project Changes module for Capacity projects For Non Capacity Projects see further explanation here Other Important tips e For guidance completing any REEport form remember to use the embedded Help Text by clicking on the small blue icon located next to each field found within REEport e There are character limits on all fields in REEport but the main one to be aware of is for all the large text boxes with the bui
133. nation of how Progress Reporting works e Using the Progress Report module an Annual Progress report is required to be completed and submitted for each year your project is active except in the final year of the project after which a Final Report is submitted that covers the entire project duration e You will find that a Progress Report form has been automatically created for each active project that you have initiated into the REEport system These are found in the Draft folder in your Progress Report module and are automatically set to report on the first year of the project o Once the first year s Progress Report is completed and submitted REEport will automatically create a new reporting form for the second year then the third year and so on o Policy Note Missing the due date or failing to submit a given year s progress report does not absolve a grantee of needing to submit the report nor does it allow them to just continue on with submitting the next progress report e g submitting the second year s progress report when the first was never submitted REEport forces all Project Directors or Site Admins to submit the each year s progress reports successively starting with the first period of performance Multiple progress reports can be submitted in one day if the PD needs to catch up with their required reporting e Performing Periods for progress reporting o For Capacity projects Federal Fiscal Year due March 1 e
134. nd click search Proposal Number Accession Number Project Number Performing Department x Project Director al Search p Clear Search Option 2 Open the drafts folder and find the grant that you wish to complete project initiation on this is most easily identified in a longer list by focusing on the grants gov column the proposal column or the title column as these are the columns that best differentiate non capacity from capacity projects especially if you are a PD or SA who has many projects to manage NOTE At NIFA non partner Institutions the only user who has the ability to see a non capacity project in REEport and edit submit that project is the Project Director as listed on the original grant application that was submitted through grants gov The only other user role who can see the project in REEport is the AOR listed on the project note that the AOR only has read only access to the project and hence will only have the PDF available to them The AOR cannot click into the project to enter data on it D 4 Project s In Draft Stage Accessn Project Grants gov Proposal Department Project Director Type None mae N A N A None MCINTIRE Test104 None vee GRANT00557387 2009 00729 Department o Richard Browning NON FORMULA Introducing Commercial Meat Goat Prod None TEN 6577 N A N A Extension Richard Browning EVANS ALLEN AREAWIDE P
135. ng 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 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 The project title is a succinct characterization of the focus and subject of study being performed Do i 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 spec
136. ng to report box 125 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 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 V 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 126 Changes Problems Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Participants Target Audience Products Other Products Accomplishments Changes Problems Submit Changes Problems Fields marked with an asterisk are required for submission View past Progress Reports View Project Proposal nozi z Describe major changes problems in approach and reason
137. nge Eiaa E Roles Departments Users Workflow Site Administrator Profile A Site Administrator Profile Authorizing Signatures Funding Sources Message Board Site Administrator Profile Fields marked with an asterisk are required View Administrative Information for SAES IOWA STATE UNIVERSITY Site Contact Cathy Good Site Address 1350 Beardshear Hall Ames IA 50011 2025 US Email Address cgood iastate edu Phone Number 000 000 0000 On the Site Administrator Profile screen you will see a secondary menu bar appear at the top of the Authorizing Signatures page According to that menu bar you may OE AMA tiie Ad EATE view edit information for the following Project Initiation Signature Information Name Site Administrator Profile These fields are non a editable They are prepopulated based on the Dean SA s account information in the NIFA portal In i order to change this information you must use the back to portal feature on the very top right hand of the screen in REEport Once at your portal homepage click on the edit account link at the very top right hand of the screen Assurance Statement Signature Information Name James Halt Title Dean Address Authorizing Signatures This information is editable and should list the person at the institution who is the signatory authority on funds and the person who is the signatory authority for Assurance Statemen
138. o NIFA note that neither the NIFA Program Staff nor REEport Staff can make changes on your behalf o Exception For any data that were imported from the grants gov application that need updating this can be done at any time by contacting your Program Contact email is best as listed on your award face sheet NIFA staff will then make the changes in our internal grants system and the changes will be imported into your project in REEport 8 Once NIFA receives your Project Initiation Forms via REEport your award will be processed and funds will be made available to you for draw down 9 Future Reporting Requirements For any active project REEport makes two other form types available for editing and submitting A Progress Report located in your drafts folder in the Progress Report module and a Final Report located in your drafts folder in the Final Report module An annual Progress Report is due for each active year of the project except for the final year which is when a Final Report should be submitted to officially terminate the project You will 77 receive email notifications from the REEport system when these reports are coming up due Please consult the Progress Report and Final Report sections of this manual for more information about submitting these reports Progress Report Upfront Hints amp Explanation of how Progress Reporting works e Using the Progress Report module an Annual Progress report is required to
139. o each field found within REEport e There are various character limits on all fields in REEport but the main one worth noting is for all the large text boxes with the built in text editor they have an 8 000 character limit including spaces e Depending on the type of grant you received when completing REEport forms there may be additional content guidance available from NIFA program staff Program contacts name email phone number are listed on your NIFA Award Face Sheet Project Initiation 1 The life of your grant begins with the application process in Grants gov Once your grant is recommended for Award in NIFA s internal grants system you will receive an email notification that your Project Initiation form is awaiting completion in REEport The email looks like this REEport nifa usda gov Sent Wed 9 25 2013 4 30 AM REEport Notification Subject New Project in NIFA REEport A new NIFA Project Initiation form has been created for editing in REEport for the Grant Proposal referenced below To edit and submit your Project Initiation log in to REEport using the NIFA portal at http portal nifa usda gov portal use your e mail address as the User ID If you have any problems with your account please contact the REEport Customer Service Team at reeport nifa usda gov To learn more about using the REEport system and how to fill out the form please consult the REEport User Manual at http www nifa usda gov business pdfs reeport
140. ola Anguilla Project Contacts Participants 117 Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration ence Pro ts Participants View past Progress Reports View project proposal erieou Ea Ca O Nothing to report Project Director First Name Middle Name Last Name Suping Zhou Email Address Phone Number zsuping tnstate edu 615 963 5828 Co Project Directors Actual FTEs for this Reporting Period Faculty and Students within Staffing Roles Computed Total by Role Non Students Undergraduate Graduate Post Doctorate Scientist 4 A y 0 0 Professional Technical Administrative Other Computed Total 0 arree sve tn 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 if there were no actual FTEs used to support this project for the reporting period being reported against 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 Enter the actual Full time equivalent s FTE that supported this project over the course of this reporting period only reporting period is one year or less refer back to your
141. on t forget to click submit a second time to actually send the change to NIFA see steps 5 and 6 above Following the above steps will result in the project being submitted to a NIFA NPL who will review the project changes and approve them as the new data fields in REEPort are not required because legacy projects are grandfathered in to what the CRIS Web Forms system collected NIFA s policy is that project change approvals should occur within 30 days of submission Non Capacity Including Competitive Projects 4 wn In the current version of REEport changes cannot be made to project data on non capacity including competitive projects once the Project Initiation form has been submitted to NIFA This submission of the Project Initiation is what changes the project s status from draft to active An active status means that the data are now part of NIFA s Current Research Information System database and are publicly searchable There are however some basic fields that can be updated internally by NIFA including the PD contact information and keywords Please contact the Program Contact as listed on the Award Face Sheet of your grant to determine if changes should and can be made to an active project Note A future version of REEport will allow PDs to log into REEport and make changes to project data these changes will be subject to NIFA approval before becoming a permanent part of the project and b
142. on capacity associated progress reports project changes and the final report for an active project go through the same workflow and approval process It s important 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 in a timely manner You should always follow through with your SA and ensure that your document is submitted officially submitted to NIFA As a PD ona 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 capacity only 11 Requirements amp Due Dates for all Project Types NIFA Capacity Funded Projects A NIFA capacity funded project is any research project funded by one of the following five capacity funding lines e Hatch 1862 LGUs only e Hatch Multistate 1862 LGUs on
143. 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 Helpful Hints for Entering Final Report Data After opening the final report form you want to work on e The first page screen you will come to is the Cover page The cover pages for non capacity and capacity both cover the vital stats of the project and are prepopulated based on what was entered when the project was initiated In order to make changes to any of this data you must use the Project Changes module for Capacity projects For Non Capacity Projects see further explanation here Other Important tips e For guidance completing any REEport form remember to use the embedded Help Text by clicking on the small blue icon amp located next to each field found within REEport e There are character limits on all fields in REEport but the main one to be aware of is for all the large text boxes with the built in text editor there is an 8000 character limit including spaces 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 en
144. ons 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 Outcomes Home Project Initiation Progress Report Financial Report Reports ProjectChange FinalReport Site Administration Outcomes Expected Outcomes Fields marked with an asterisk are required for submission List Expected Outcomes 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 Outcomes and accomplishments help lead to a project impact 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 Increase in the numbers of acres that Decrease in the amount of children that 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
145. or my report type e Extension requests IMPORTANT FOR LGUs NIFA PARTNERS If you are a REEport user who is part of a Land Grant University or NIFA partner institution please make sure to utilize your Site Administrator as a resource when you have questions about using REEport NIFA has provided training to the Site Admins regarding system functionality how to edit submit reports what content should be included etc Your Site Admin should be your first line of defense for questions REEport users may send an email to REEport nifa usda gov or call the REEport Customer Service line at 202 690 0009 Email Instructions Please make sure to include your name phone number and institution Also include the Accession Number or 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
146. originally approved for 4 years or less An additional one year extension may be granted with NIFA approval for projects that were originally approval for 3 years or less The Project Changes module must be used to request a project extension Example 1 A project is approved for 10 1 12 9 30 17 No extensions will be granted Example 2 A project is approved for 10 1 12 9 30 16 A one year extension may be entered into REEport by the Site Admin without needing NIFA approval which extends the project to 9 30 17 Example 3 A project is approved for 10 1 12 9 30 15 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 Project Director Select the Project Director for this project from the list provided If you are a PD at a NIFA partner Institution Land Grant University and you do not see your name listed you must contact your Site Administrator SA listed to the right Site Administrator This is the REEport Site Administrator Site Admin SA for your institution Any questions regarding access to REEport and permission to enter and or modify data should be directed to your Site Admin 96 The following instructions for the remaining sections pages in Project Initiation apply to both Capacity and Non Capacity projects unless otherwise n
147. oted Participants Progress Report Financial Report Reports Project Change Final Report Site Administration Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Participants Fields marked with an asterisk are required for submission Project Director Name Richard Browning Email Address rbrowning tnstate edu Phone Number 615 963 5867 Co Project Directors First Name Middle Name Estimated Project FTEs For The Project Duration Faculty and Students within Staffing Roles Computed Total by Role Non Students Undergraduate Graduate Post Doctorate 0 0 0 0 J Scientist 0 0 0 0 Professional 0 0 0 0 Technical 0 0 0 0 Administrative 0 0 0 0 Computed Total 0 0 0 0 0 0 Pieron soe nr Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher 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 FOR NON CAPACITY PROJECTS ONLY Co PDs are populated automatically in REEport based on your grants gov application ONCE YOUR AWARD IS MADE Depending on the timing of your submission of this
148. ough the password reset mechanism http portal nifa usda gov portal forgot_ password If you have any problem activating your account please contact the NIFA Administrator at NIFAReportingPortal nifa usda gov If you have the email with the activation link which is good for 36 hours then click that link and follow the prompts If you no longer have the email the 36 hours has passed or you don t remember receiving an email follow the steps below 1 Goto http portal nifa usda gov Enter your email and leave password section blank Click log in Email Password Log In N FA REPORTING PORTAL Register for the NIFA Leadership Management Dashboard LMD Reset password IAN The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners Agency Executives National Program Leaders Program Specialists and Program Assistants at NIFA with actionable business information in a format that is both intuitive and insightful Latest News 2 You will be asked to re enter your email address and click send email 68 NIFA Reporting Portal Reset Password For NIFA Employees If you are a NIFA employee please contact the NIFA Service Desk at 202 690 2910 in order to reset your NIFA Network password and use the new password to log in to NIFA Reporting Portal For Others Enter the email address you signed up with If we have it in ou
149. oval the change is subject to a 30 day review period before it may become final If the change is automatic the project will show in your active projects folder AND in your changed projects folder within your Project Initiation module 8 See screenshot of folder structure Home Project Initiation Progress Report Financial Report Reports Pr Track Project Change Accession Number Project Number Proposal Number Performing Department X Project Director E oo Expand All Folders Collapse All Folders 11 Active Project s 2 Project s Pending Changes In Draft Stage 0 Project s Pending Submission to NIFA 2 Project s Submitted to NIFA The following is a list of which data fields do and do not require NIFA approval when submitting a project change in REEport Change is made automatically by REEport Change requires NPL approval Project Number Performing Organization Institution Project Title not applicable to Multistates Collaborating Partnering Organizations Performing Department Collaborating Partnering Countries Co Project Director Name Department Proposed Start Date Collaborating Partnering States N A to Estimated Project FTEs Multistates Project Director Name E mail Phone Goals Proposed End Date One time one year extension Outputs not exceeding 5 years of total project duration and within Multistate Project duration range for Multistate Hatch Projects Assur
150. oval for a no cost extension OR if you have been notified that you will be receiving a continuation award for your project you MUST fill out a progress report for the year that was originally designated as the final year of your project Upon logging into REEport you should navigate to the Progress Report Module and locate the draft form for your project in the drafts folder Fill out all required fields and submit the Progress Report For more information on submitting a progress report click here a The end dates shown on your forms in REEport are non editable because they are controlled and auto filled by NIFA s internal grants processing system You do not need to be concerned if you are editing forms that have not yet been updated to reflect the new end date you have been notified of this information will get updated in REEport on all forms retroactively once NIFA s grants management personnel make the appropriate change in our internal system Make sure NOT to submit a final report Even though a draft form for this report WILL be visible to you in REEport in the Final Report module it should only be used in the FINAL year of your project meaning the year that has just been added to your project as part of the extension continuation a Note For continuation awards this principle will apply each year that you receive continuation funds Thus you may skip the final report multiple years in a row and only fill out progr
151. pacity Grantee e State Funding Grantee e LGU Institution Site Administrator e Other Cooperating Institution OCI Project Director or Site Administrator OCl non LGU College University private company business etc A user in REEport is assigned one of five specific roles Each role has a set list of permission or things they can do in the system The following table summarizes the roles and permissions Role Name Permissions in REEport e Can see all projects and forms that are part of their organization e Can edit any form that is in Draft status e Can initiation any project form including project changes e Can submit any form to NIFA Site Administrator e ls the only role that can delete projects capacity capacity project only e ls the only role that has access to Site Administration functions such as adding users setting form workflows updating departments etc e Can see all projects and draft forms that are part of their Assistant Site Administrator organization e Can edit any form that is in Draft Status Can initiation any project form including project changes Cannot submit forms to NIFA Cannot perform Site Administration set up or make changes to the Site adding users setting form workflows updating departments etc Project Director Often referred to as the PI or Principle Investigator Admin Support Can initiate new forms Can see and make edits on any
152. pacity Only Progress Report Financial Report Reports Project Change Final Report Site Administration Methods Summary Keywords Classification Proposal Assurance Statements Submit Cover Participants Goals Products Outcomes Audience Assurance Statements Fields marked with an asterisk are required for submission Click More for Statement of Policy 1 Are Human Subjects Involved No Yes If YES to Human Subjects Is the Project Exempt from Federal regulations Yes If yes select the appropriate exemption number No If no is the IRB review Pending Yes No IRB Approval Date E Human Subject Assurance Number 2 Are Vertebrate Animals Used No Yes If YES to Vetebrate Animals Is the IACUC review Pending Yes No IACUC Approval Date E Animal Welfare Assurance Number This performing organization agrees to assume primary responsibility for complying with the Animal Welfare Act 7USC 2131 2156 Public Law 89 544 1996 as amended and the regulations promulgated thereunder by the Secretary of Agriculture in 9 CFR Parts 1 2 3 and 4 In the case of domesticated farm animals housed under farm conditions the organizations shall adhere to the principles stated in the Guide for the Care and Use of Agricultural Animals in Agricultural Research and Teaching Federation of Animal Science Societies 1999 Previous Save Next 109 Important All Capacity Fund Pro
153. page so that D OEF you will have the option to save your work before moving to another gt Stay on this page page If you choose leave this page your work will not be saved 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 you re not exactly sure what status the project is in and therefore wouldn t know which folder to look in Accession Number Project Number Proposal Number Performing Department x 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 capacity and two non capacity 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 73 23 Project s In Draft Stage Accession Project Grants gov Proposal Title Department Project Director Funding
154. ple 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 Accomplishments Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Cover Participants Target Audience Products Other Products Accomplishments Changes Problems Submit Accomplishments Fields marked with an asterisk are required for submission View past Progress Reports View project proposal Previous Save Ca Major goals of the project test What was accomplished under these goals 122 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 i
155. port Financial Report Reports Project Change Final Report Site Administration Cover Participants Target Audience Products Other Products Accomplishments Changes Problems Terminate Submit Final Report for Review Review in PDF format All REEport documents follow this basic workflow Draft gt Submit for Review gt Submit to NIFA If you are submitting for review be sure to follow through and ensure that your document is submitted to NIFA Communicate with your REEport Site Administrator as applicable as you may not have Submit to NIFA permissions Workflow Status Initiation Stage Submission Comments You are about to submit this Final Report for institutional review When you PD click the submit for review button provided that all the data fileds have been filled out correctly you will get a message from the system that the report was submitted for insitution review see below screenshot This means that the report is now sitting in the pending submission to NIFA folder and needs to be sent officially to NIFA by someone who has submit to NIFA priviliges at NIFA partner insitutions LGUs generally only Site Admins have this ability but some Site Admins Institutions grant submission privileges to PDs 136 Home Project Initiation Progress Report Financial Report Reports Project Change Accession Number Project Number Proposal Number Performing Department X Project Director Expand All Folders Coll
156. portal login page enter your email address and your password set by you Click log in Email Password Log In N F A REPORTING PORTAL Register for the NIFA Leadership Management Dashboard LMD Reset password IWAN The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners Agency Executives National Program Leaders Program Specialists and Program Assistants at NIFA with actionable business information in a format that is both intuitive and insightful Latest News 2 Click the REEport link that appears on your welcome page under Active Applications All 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 organization s other existing Site Administrator s SA if applicable If you do not know who your SA is or do not have one send an email to reeport nifa usda gov NIFA Reporting Portal Welcome Carter Catlin Jr Home Administration Testing Portal Admin Active Appli REEport 1890 TENNESSEE STATE UNIVERSITY Plan of Work Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher Contact Us 20 3 You will be brought to your REEport home page where you have the ability to
157. pplication 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 capacity 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 92 Cover Page Capacity Following is a screenshot of the Cover Page of a capacity 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 Progress Report Financial Report Reports Project Change Final Report Site Administration Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Cover Page Fields marked with an asterisk are required for submission Formula Cover Page Test NOTE This project has 0 comments Delete this Project Funding Source EVANS ALLEN Status DRAFT Project Title B Sponsoring Agency Institution National Institute for Food and Agriculture Performing Organization Institution DUNS Number B 1890 TENNESSEE STATE UNIVERSITY 108814179
158. project information on a new project or reporting annual progress of an already active project For your convenience use one of the following three links depending on how you identify yourself I am a Site Administrator who needs to set up my site edit users enter review project information and submit projects reports GO TO gt Instructions for Site Administrators at LGUs l am a researcher or an administrative staff member at a NIFA Partner Institution Land Grant University but NOT a 1994 or Tribal College who needs to enter edit or review project information for either capacity or non capacity projects GO TO gt Instructions for Project Directors amp Other User Roles at LGUs I am an independent grantee who is not affiliated with a Land Grant University and needs to enter project data on a non capacity project that has been awarded by NIFA through the Grants Gov process NOTE This section should also be used for any researcher grantee who is part of a 1994 or Tribal College GO TO gt Instructions for Independent Grantees Not Part of an LGU Important Note f you are a Project Director Scientist Administrative Staff who is part of a Land Grant University or NIFA partner institution please make sure to utilize your Site Administrator as a resource when you have questions about using REEport NIFA has provided training to the Site Admins regarding system functionality how to edit submit reports what con
159. project initiation and when NIFA makes your award the Co PDs may or may not already be populated on the form If they are not please continue with the submission of the project initiation as normal Once you ve received funds for your award please check back 97 on this project to ensure that your Co PDs were imported into the project If they were not please email reeport nifa usda gov Estimated Project FTEs for the Project Duration 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 that would be equal 5 complete FTEs INSTRUCTIONS Enter the estimated Full time equivalent s FTE that will support this project over the course of the project s duration You may enter fractions and 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 Also ensure that the FTE categories are correctly populate
160. quires NIFA approval the change is subject to a 30 day review period before it may become final If the change is automatic the project will show in your active projects folder AND in your changed projects folder within your Project Initiation module See screenshot of folder structure Home Project Initiation Progress Report Financial Report Reports Pr change Final Report Site Administration Track Project Change Accession Number Project Number Proposal Number Performing Department x Project Director Expand All Folders Collapse All Folders 11 Active Project s 2 Project s Pending Changes In Draft Stage 0 Project s Pending Submission to NIFA 2 Project s Submitted to NIFA The following is a list of which data fields do and do not require NIFA approval when submitting a project change in REEport Change requires NPL approval Performing Organization Institution Collaborating Partnering Organizations Collaborating Partnering Countries 44 Change is made automatically by REEport Project Number Project Title not applicable to Multistates Performing Department Co Project Director Name Department Proposed Start Date Collaborating Partnering States N A to Estimated Project FTEs Multistates Project Director Name E mail Phone Goals Proposed End Date One time one year extension Outputs not exceeding 5 years of total project duration and within M
161. r financial report click here The only REEport users who need to submit Financial Reports are those who are grantees of any of the capacity research funds Hatch Hatch Multistate Evans Allen Animal Health and McIntire Stennis and Renewable Resources Extension Note As of the first deployment of REEport the Financial Report module has not yet been developed 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 a project does not require approval a PD or Site Administrator is able to use this module to make their desired changes and click submit to make the changes permanent If the project does require NIFA 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 to a project at any time a collection of all the changes that have been made to the project over its duration Final Report The Final Termination Report section in REEport takes the place of the old AD 421 form used in the CRIS Webforms system You will note that in the CRIS Webforms system the exact same form AD 8 421 was used for both Progress Reports and Termination Reports In REEport these two report types are differentiated by title and section in the software While submission of a Progr
162. r records you will get a link to reset your password Email Address Ea Back to NIFA Portal 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 Note If you enter an email address that is not recognized as part of a valid user account you will receive the below error message This message usually occurs when the email you entered is not the email that you entered as part of your grants gov application If you receive this message contact reeport nifa usda gov Email Password Log In N F A REPORTING PORTAL Register for the NIFA Leadership Management Dashboard LMD Reset password The e mail address and password combination you entered is invalid If you have forgotten your password you may LMD If you do not have a NIFA Leadership Management Dashboard LMD account you may or contact POW To establish a new POW account contact 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 69 NIFA Reporting Portal Home Administration Testing Portal Admin Welcome Carter Catlin Jr Active Appli REEport 1890 TENNESSEE STATE UNIVERSITY Plan of Work
163. rantees Not Part of an LGU Independent grantees are part of independent sites in REEport This means that the site is not an LGU NIFA partner Institution and therefore has no central Site Administration i e a Site Administrator cannot manage the site or the projects in it This means that a Project Director at an Independent Site is solely responsible for editing and submitting his or her own forms via REEport to NIFA A note about AORs Offices of Sponsored Programs Any person who is listed as the AOR on a grant will receive an email from the REEport system notifying them that they ve been granted access and that they need to verify activate their account Once they ve activated their account they will be able to log into REEport and see any project on which they are listed as the AOR However this view is a read only view The AOR has no capability to edit the data on projects or associated progress reports and cannot submit forms on behalf of the PD to NIFA A note about Tribal Colleges In REEport a NIFA non partner site is considered any site that does not receive any of the following funding lines Hatch Hatch Multistate Evans Allen Animal Health 1433 McIntire Stennis RREA Under this definition Tribal Colleges are considered independent sites in REEport any Project Director at a Tribal College must edit and submit his or her own forms to REEport The only other person who has access to view the form
164. ration Track Project Change Accession Number Project Number Proposal Number Performing Department xX Project Director search Clear Search Expand All Folders Collapse All Folders 11 Active Project s 2 Project s Pending Changes In Draft Stage 0 Project s Pending Submission to NIFA 2 Project s Submitted to NIFA Steps to Submit a Project Change 1 2 Log into REEport and navigate to the Project Change module Click on the Active Projects folder to expand it and view all projects or search for the project if necessary desired Click on any of the underlined links of the project to which you wish to make changes Proceed with editing updating data for the particular project Click submit changes for review on the last screen this moves the project to the Pending Submission to NIFA folder a Note If you saved the changes you made but don t click submit the project will only be moved to your Pending Changes in Draft Stage folder Within the Pending Submisison to NIFA folder click on the project navigate to the submit screem via the sub menu bar and click Submit to NIFA If the change you made is one that requires NIFA approval the change is subject to a 30 day review period before it may become final If the change is automatic the project will show in your active projects folder AND in your changed projects folder wit
165. reating their user account For PDs the SA must choose to give this permission under the workflow tab in their Site Administration module in REEport see instructions below for Setting up Your Site in order to enable this capability for PDs the default for the PD role is that they may only submit up to the institution review level Logging In First Time User Verification Process All Site Admins 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 POW system or to access the Leadership Management Dashboard You will know if you are an unverified SA if you do not have a password because 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 1 Click the Reset Password link Reset password Email Password Log In N F A REPORTING PORTAL Register for the NIFA Leadership Management Dashboard LMD LMD The National Institute of Food and Agriculture NIFA created the Leadership Management Dashboard LMD to provide State Partners Agency Executives National Program Leaders Program Specialists and Program Assistants at NIFA with actionable business information in a format that is both intuitive and insightful Latest News 2 Enter your email a
166. receive NIFA or federal funds for state projects The sponsoring agency is always the State Agricultural Experiment Station that is electing to input such research data into REEport it is not required nor used by NIFA Requirements and Due Dates In REEport State projects are treated as capacity projects in that all the same modules 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 Upon submission of any of these form types the form is automatically accepted into the system as final No submitted report can be sent back for editing or rerouted in any way 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 to enter However NIFA does not use review or perform any validation of state project data Entering State projects is left to the discretion and control of the State Agricultural Experiment Station 15 Getting Started I Need to Use REEport Where do I go The following three sections all contain similar information but are geared to the type of user who needs to log in to REEport to perform a particular action whether it is site administration entering
167. report e g termination report include only those publications not previously reported Indicate the status of publication e g submitted pending or in press Include hard copy and electronic publications Type your list of publications directly in this section or cut and paste text Do not use any formatting features such as bold italics or symbols View an example No progress report publications NIFA Support Acknowledged vja Patent s and Plant Variety Protection s PVP Identify inventions for which patent or plant variety protection PVP will not be sought patents and or plant variety protection PVP including 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 the interim research performance progress report is not a substitute for any other invention reporting required under the terms and conditions of any award Application Number Application Filing Date Title 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 products outputs on the Other Products page Report only the major publication s resulting from the work
168. report for each year the project is active e A Progress Report cannot be submitted any earlier than 90 days prior to the anniversary of the start date of the project e If you have been notified by NIFA program staff that your award will be receiving any type of extension or continuation on the same Award Number you must submit the progress report within 90 days BEFORE the anniversary date make sure to adhere to the specific instructions sent to you by your Program Contact at NIFA some programs require progress reports up to at least 60 days prior to the anniversary of the start date Click here for more information on extension continuation awards When amp How to Submit a Progress Report 1 You will receive an email from the REEport system alerting you whenever you are 90 days away from the anniversary of the start date of your project This notifications means that the progress report can now be submitted at any time progress reports are only accepted by REEport up to 90 78 days prior to the anniversary date of a project The actual due date of the report is 90 days AFTER the anniversary date So you have n 180 day window in which to submit your progress report Example Project start date is September 1 2012 REEport will send a notification email 90 days prior to September 1 2013 The anniversary date is September 1 2013 The Progress Report covering the period of performance from September 1 2012 through August 31 2013 is d
169. ress for the full list Press for the full list Press for the full list ix ix ix Must total 100 Associated Planned Programs Must total 100 Previous ES Next 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 SOI 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 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 cris csrees usda gov manualvii pdf 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 106 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 Field o
170. rming 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 PI While it is recommended that Project Numbers be unique to only one project NIFA does not prevent Pls from re using project numbers 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 While Pls set their own requirements for project numbers i e their preferred combination of letters and numbers the Division Station Code 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 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 proje
171. roject and puts it in active status is the PD allowed to spend capacity funds on that research Important Policy Note on Capacity Projects Start Dates on Capacity Projects CANNOT BE BACKDATED REEport will only accept submission of a capacity project for review if the start date is the day of submission or later Also REEport will automatically change the start date for any project on which the NPL s approval date is later than the originally requested start date Example A project that was submitted for review with a start date of October 1 but the NPL did not approve the project until October 15 thus the start date on the project will change automatically to October 15 To enter the project initiation module of REEport click either of the two buttons shown here Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY CET ogress Report Financial Report Reports Project Change Final Report Site Administration Project Initiation Progress Report Final Report munin ii Non Capacity Project Initiation If you want to fill out the project initiation for a non capacity 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 85 Option 1 At the project initiation home screen type you proposal number or PD name into the appropriate box a
172. rt would cover the period from 10 14 9 15 Policy Note Final Reports must be submitted by all capacity and non capacity grantees Failure to submit this report may result in the PD being suspended from receiving any future grants from NIFA until the report has been submitted General Workflow Submission and Approval Processes REEport is designed as a singular reporting system that electronically manages all stages of non capacity and capacity projects from project initiation to approval applicable to capacity 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 life 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 in
173. ry 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 Planned Program Percentage 100 Percentage 50 Associations Planned Program 2012 Global Food Security and Hunger Planned Program 2012 Global Food Security and Hunger Planned Program 2012 Sustainable Energy Biofuels and Biobased Products The following is a list of which data fields do and do not require NIFA approval when submitting a project change in REEport Change is made automatically by REEport Change requires NPL approval Project Number Performing Organization Institution Project Title not applicable to Multistates Collaborating Partnering Organizations Performing Department Collaborating Partnering Countries Co Project Director Name Department Proposed Start Date Collaborating Partnering States N A to Estimated Project FTEs Multistates Project Director Name E mail Phone Goals Proposed End Date One time one year extension Outputs not exceeding 5 years of total project duration and within Multistate Project duration range for Multistate Hatch Projects Assurance Statement Outcomes Audience Methods Summary Keywords Classification incl Animal Health component KA SOI FOS Planned Programs Project Proposal 1 Ww N Making Changes on Legacy projects originally initiated in CRIS Web Forms The above list of fields th
174. s for these major changes If applicable provide special and or additional reporting requirements specified in the award Terms and Conditions 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 e major problems or delays that may have a significant impact on the rate of expenditure e 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 How to Submit a Progress Report For users at a Land Grant University not including Tribal Colleges 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 For detailed instructions on the submission process go to How to Submit a Project in the Project Initiation section of this manual For Grantees at Independent Institutions Organizations including Tribal Colleges 127 1 Proceed to the submit tab on the sub menu bar This is the last screen within the progress report form 2 If you are satisfied with your report click the Submit to NIFA button Home Project Initiation Financial Report Reports Final Report Cover Particip
175. s reporting data links and other current information NIFA also sends out newsletters and pertinent information via the REEportDeploy Lyris email list 4 which has been created from the CRIS and Plan of Work contacts lists Interested parties may subscribe to the list by sending an e mail message to lyris lyris nifa usda gov skip the subject line and type subscribe REEportDeploy in the body of your message be sure you receive an e mail confirming your subscription Who uses REEport REEport is NIFA s singular grant reporting system and is used by any person who receives funding through NIFA capacity grants or non capacity research extension or education grants or state funded agricultural research grants It is also used by administrative financial and other support personnel who manage the capacity and non capacity projects at their universities or independent organizations This User Manual is intended to inform and instruct any person who is currently a REEport user or who has the potential to become one based on whether they or their associated institution is a grantee of a capacity or non capacity grant from NIFA if they are a grantee of another type of USDA funding or if they are the grantee of state funding To skip to the Getting Started How To sections of this manual click here The following is a list of those who might be considered a REEport User e NIFA Non Capacity including competitive Grantee e NIFA Ca
176. s cnet EEE EEEE EAN EEEa EEA ts cu he es award 60 caVauyed eu sled AAA ESAN EEA EE ESEE AREE i METHODS SUMMARY KEYWORDS IG ASSIBIGA TIONS AE eieea a emcncs ch sos reson exces cone suseclrentien hep ba A E at sh beta E A N 106 PROPOSAL GAPACITY ONLY ss3 science 65 oas See ces ens a i a i nubes bus cch oy dG a Lives nasedigus tes cae nbs asses acSesteb asad ees abees wun seateebs 108 ASSURANCE STATEMENTS CAPACITY ONLY ircre na ot odes de eweudey ven E EE O EEE ea pes EEE a EEE EAE EEE a ETE 109 HOW TO S BMIT A PROJECT iren ae ena ae a a e E E a cays e E anes ses E a E a a E a EEE eat First Level Submit for Review Second Level Subm e to N A re aeaa chou sade Aaaa aataid aa Aaa AA A aa RAA aAa AE AAAA aa AAA Ga added badbeatagenicnsidedies svdeaecuybertd SUBMITTING A PROGRESS REPORT DATA CONTENT amp INSTRUCTIONS ccccccsssssscccesssssssssceeesesssssscssceeeesessssssceeeeeesesssssoeeeeees 115 HELPFUL HINTS FOR ENTERING PROGRESS REPORT DATA sssssssssecsceesessscesecececeesesaeseeececeeesaeeeeececeeeeseseeececeeeaaeseseescessesaeaeseescesseseaaeseeseseeesees 115 PROGRESS REPORT HOME PAGE waves scev cscs Seneucd coesasnns coe ocecsossnsvieued Ge Soeseuueteics cies Eae ri suetbdde SoeuesvnetedtsdeSeeuesUnsted dude Sues cdeetecssdcesuenuieedees veeseed COVER PAGE E TA A E cous sul gu ededs ce seplloy sstos gueulev cs olds osies dust dh es 9500 su eSouet ex sau sbasievgust caus aleyasesoceden ss E sausones eveseusseneee PARTI
177. s is the AOR listed on the grant but that is read only access i e they can click a PDF of the project within the system but they cannot edit the data or submit the forms Logging In to REEport for the First Time 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 POW system or to access the Leadership Management Dashboard If you are a Project Director or Authorized Organizational Representative AOR on a Non Capacity project Whenever a new non capacity project is brought into REEport from NIFA s internal grants system REEport sends out an email to the Project Director and AOR asking them to click an activation link that will grant them access to the Portal and ultimately to their project the activation link is valid for 36 hours This only occurs if the PD AOR have not previously been verified in the REEport system as the PD AOR on a prior project The email looks like this 67 NoReply NIFA Sent Wed 9 11 2013 4 15 AM To Cc Subject NIFA Reporting Portal Activation Link Hello You have been granted access to the NIFA Reporting Portal Click on the activation link below or copy the link to a browser window to activate your account This link is valid for 36 hours 9c5cfc631f53F70910f0026e28a2134a06cb787d If your link expires you may generate a new one thr
178. ss 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 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 BRUISING 105 Classification Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Cover Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Classification Fields marked with an asterisk are required for submission Perens se vo Classification Overview More Click here to access the Manual of Classification Animal Health Component Is this an AREERA Section 204 Integrated Activity C Yes C No Activities a Research b Extension g c Education Must total 100 Knowledge Area Subject of Investigation B Field of Science P
179. t 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 opportunities extension and outreach Products Home Project Initiation Pri ort Financial Report Reports Project Change Final Site Administration J be at P P J ange pee RE cp ey ents C res Py Products Fields marked with an asterisk are required for submission View past Progress Reports View project proposal List any products expected to result from the project test More T Nothing to report Publications View Past Publications Include only those publications that are specific to the project during the reporting year If this is a final progress
180. t statement in a final report has three elements 1 State the issue in terms that will connect with a broad audience Think back to what need you were seeking to address when you proposed the project 2 Describe in general terms who did what and the results Specific quantitative values or trends help validate the impact 3 Translate those results into broader outcomes in the real world Engage your peripheral vision in order to remember how the work you are doing is important to the bigger picture and then explain that simply and directly After making your impact statement s report on each goal for the project For each goal listed in your project initiation form shown at the top of the page report for this reporting period on 1 Major activities completed experiments conducted 2 data collected 3 summary statistics and discussion of results and 4 key outcomes or other accomplishments realized 123 For the impact statement and 4 above remember that impacts and 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 in a publication methods and techniques policy knowledge improved skills or increased knowledge of decision making life skills and positive life choices among youth an
181. tension continuation awards When amp How to Submit a Final Report 1 3 You will receive an email from the REEport system alerting you when you are 90 days away from end date of the project or March 1 This notification means that you are 180 days away from the due date of the Final Report Example for non capacity Project end date is September 30 2014 REEport will send a notification email 90 days prior to September 30 2014 The Final Report for the project must be submitted no later than December 29 2014 Note that failure to submit the report by this date may result in withholding of future funds from NIFA When a project is active REEport always makes available one Final Report form in the Final Report module for editing and submission The period of performance prepopulated on the form is the PROJECT DURATION start date to end date Home Project Initiation Progress Report Financial Report Repo Final Report Project Initiation Progress Report Final Report H Tu TTY x ort a Expand your Final Report s in Draft folder 41 4 Click the project you want to report on use any of the underlined links on available they will all bring you to the same spot Reporting Period Grants gov Proposa Proj Dir End Date April 30 2014 3 f g NON FOR O Progress Report s Submitted to NIFA 5 The first page you are brought to is the cover page of the project note that the cover page
182. tent should be included etc Your Site Admin should be your first point of contact for questions in addition to this manual and other training resources listed on the REEport Website 16 Instructions for Site Administrators at LGUs This section is written specifically for REEport users who are Site Administrators at Land Grant Universities not including Tribal Colleges It focuses on how to set up and manage a Site If you are a faculty member or administrator at a Tribal College please consult this section of the Manual A Site Administrator is the term REEport uses for the administrative person or persons who manage all the users user roles workflow permissions project reviews and submissions and other administrative actions for an institution s site A site in REEport is defined as a university business entity that receives NIFA capacity grants and wishes to centrally manage their REEport project submissions Site Administrators are responsible for setting creating user profiles for Project Directors who need to use REEport to enter project data for capacity funded projects Only once a PD is set up by a SA can he she log into REEport to enter their project information Site Admins should be aware also that there are only two other roles in REEport which have the ability to submit projects to NIFA assistant site admins and project directors For assistant site admins the SA only needs to assign a person that role when c
183. tered anything new on the page o Review the screenshots in the Navigating the Software section of this manual for more details 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 the 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 How to Submit a Final Report Terminate a Project The following pertains to users at a Land Grant University not including Tribal Colleges click here for terminating non capacity grants at non LGU institutions including Tribal Colleges LGU affiliated users The terminate screen is the only difference between Final Report and Progress Report forms The following screenshots show what happens when you submit a Final Report to NIFA in order to terminate a project Step 1 135 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 the 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 Home Project Initiation Progress Re
184. tion awards When amp How to Submit a Final Report 1 You will receive an email from the REEport system alerting you when you are 90 days away from end date of the project or March 1 This notification means that you are 180 days away from the due date of the Final Report Example for non capacity Project end date is September 30 2014 REEport will send a notification email 90 days prior to September 30 2014 The Final Report for the project must be submitted no later than December 29 2014 Note that failure to submit the report by this date may result in withholding of future funds from NIFA When a project is active REEport always makes available one Final Report form in the Final Report module for editing and submission The period of performance prepopulated on the form is the PROJECT DURATION start date to end date Home Project Initiation Progress Report Financial Report Repo Final Report Project Initiation Progress Report Final Report H Tu TTY x h n 3 Expand your Final Report s in Draft folder 61 4 Click the project you want to report on use any of the underlined links on available they will all bring you to the same spot Reporting Period Grants gov Proposa Proj Dir End Date April 30 2014 3 f g NON FOR O Progress Report s Submitted to NIFA 5 The first page you are brought to is the cover page of the project note that the cover page contains prepopulat
185. tional Messages to Investigators Enter the Project Initiation phrase Example text E mail your Site Admin once you are ready to submit Enter the Progress Report phrase Prefix Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Roles Departments Users Workflow Site Administrator Profile Prefix Site AdministratorFAQs Launch Wizard Project Number Prefix Prefix TENO Previous Save Ca The prefix is the combination of letters and or numbers that will automatically be attached to the beginning of any project number that a user enters for a capacity project when completing a project 29 initiation report Note that if you desire to put hyphens between the prefix and the rest of the number you PDs will need to enter the hyphen as part of the project number in project initiation Site Administrator FAQs Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Roles Departments Users Workflow Site Profile Prefix Site Administrator FAQs Launch Wizard Site Administrator FAQs Administration Adding amp Editing Users Q How do add Project Directors A After first logging in to Portal click on the administration tab and then click the appropriate REEport link for your station some Site Admins have more than one site assigned to them and hence more than one link If you want to create an entirel
186. to the system as part of a project s requirements capacity and non capacity are differentiated below where applicable Project Initiation Draft gt Submit for Review at Institution Level gt Submit to NIFA for Review gt NIFA Decision Made capacity 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 capacity 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 capacity 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 project s original end date has passed even if the Final Report has not been submitted and is overdue Note that in the above diagram the workflow basically repeats itself for a project that is in active status both capacity and n
187. treach 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 103 Summary Home Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Non Technical Summary Fields marked with an asterisk are required for submission Provide a Non Technical Summary of the project Ferevus me nes The non technical summary is your opportunity to sum up the importance of your project in terms that general citizens can understand i e citizens without scientific backgrounds A good non technical 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 When answering this question consider a perspective that goes beyond the primary end users of the science you are conducting Why is this topic important to the larger community in terms of economics community and environment as well as agriculture 2 What basic methods
188. ts Funding Sources These fields are non editable and simply show the funding sources available to your institution as set by NIFA Allowable Funding Sources Funding Type Check Description ANIMAL HEALTH Projects conducted by state agricultural experiment stations or veterinary schools and funded by the formula based Animal Health and Disease program HATCH Projects conducted by state agricultural experiment stations and funded by the formula based Hatch program Note only Hatch projects can participate in Multi state funding HATCH MULTI STATE Projects conducted by state agricultural experiment stations and funded by the formula based Hatch program Note only Hatch projects can participate in Multi state funding MCINTIRE STENNIS Projects conducted by land grant institutions or state forestry schools and funded by the formula based Mcintire Stennis program RENEWABLE RESOURCES Extension activities related to forestry and natural resources conducted by land grant institutions and funded by EXTENSION NIFA under the Rural Resources Extension Act of 1978 STATE Projects conducted by land grant institutions and funded by non NIFA administered funds EVANS ALLEN Projects conducted by the 1890 land grant institutions and Tuskegee University and funded by the formula based Evans Allen program Message Board You can use the message board to set messages that will automatically appear to your PDs when they access certain modules in REEport Op
189. u have not yet been set up with a user profile check with your Site Administrator if you have one If you do not have an SA send an email to reeport nifa usda qov Ii i i ri X NIFA Reporting Portal Welcome Carter Catlin Jr Home Administration Testing Portal Admin Active Appli T REEport 1890 TENNESSEE STATE UNIVERSITY Plan of Work Requires Mozilla Firefox 3 5 or higher IE 8 0 or higher Contact Us 3 You will be brought to your REEport home page where you have the ability to start new projects and manage existing projects 51 BAS Ge REEport Welcome Carter Catlin Jr 1890 TENNESSEE STATE UNIVERSITY _ Project Initiation Progress Report Financial Report Reports Project Change Final Report Site Administration Project Initiation Progress Report Final Report es Project Change Site Administration 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 Example When moving from cover page to participants you can click 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 To move to the Participants page you could then clic
190. ubmitting submit to NIFA red circle The Workflow Status section shows you that you are ready for submission red underline You have the ability at this screen to either Submit to NIFA OR to Send Back red arrows Note that the send back option will send the project back to draft status where the PD can edit the project and resubmit for institution level review 113 Progress Report Financial Report Reports Project Change Final Report Site Administration Participants Goals Products Outcomes Audience Methods Summary Keywords Classification Proposal Assurance Statements Submit Initiation Stage oject Signature Panel Clicking Send Back will send it back to the previous stage Submit to NIFA Save 114 Submitting a Progress Report Data Content amp 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 active projects that need them It s also important to remember that only one 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 Fi
191. ue no later than November 30 2013 2 When a project is active REEport always makes available one Progress Report form in the Progress Report module for editing and submission The period of performance prepopulated on the form will always be the most historical period of performance that has yet to be reported on To access whatever current form is available to you go to the Progress Report module as indicated inancial Report Reports Final Report Final Report wa it 3 Expand your Progress Report s in Draft folder 4 Click the project you want to report on use any of the underlined links on available they will all bring you to the same form for editing and submission to NIFA Reporting Period Grants gov Proposa Proj Dir Funding End Date April 30 2014 3 s i s NON FOR 0 Progress Report s Submitted to NIFA 79 5 The first page you are brought to is the cover page of the project note that the cover page contains prepopulated non editable data that is imported from what you submitted as part of your project initiation If any of this information is incorrect it will need to be changed in NIFA s internal grants system Click here for more details on this process 6 Proceed with entering data on the progress report screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Progress Report section of this manual
192. ulated non editable data that is imported from the grant application that you submitted through grants gov If any of this information is incorrect it will need to be changed in NIFA s internal grants system Click here for more details on this process 6 Proceed with entering data on the project initiation screens For specific instructions for navigating these screens and how what to enter for content consult the How to Submit a Project Initiation section of this manual 7 Once all your data have been entered make sure to navigate to the submit screen of the project Follow the instructions via the link in Step 6 for submitting capacity and non capacity projects initiations Upon successful submission to NIFA all projects both capacity and non capacity will appear in the Active Projects folder within your Project Initiation module 36 n Progress Report Financial Report Reports Final Report Track Project Initiations Accession Number Project Number Proposal Number Performing Department Project Director search Clear Search Expand All Folders Collapse All Folders Project moved from draft stage O Project s In oo folder to active project s folder 1 Active Project s Accn Project Grants gov Proposal i Department Proj Dir 233153 J GRANT 3 Oceanic At g am NON FOR 0 Completed Project s 0 Project s with Past Due Final Reports Progress Report
193. ultistate Project duration range for Multistate Hatch Projects Assurance Statement Outcomes Audience Methods Summary Keywords Classification incl Animal Health component KA SOI FOS Planned Programs Project Proposal Making Changes on Legacy projects originally initiated in CRIS Web Forms e The above list of fields that are changed automatically by REEPort applies only to projects that were originally initiated started in REEport e For any project that was already active in CRIS Web Forms and brought into REEPort the project will become subject to new data fields that REEport requires that CRIS Web Forms did not collect e So if you are trying to submit a Project Change for a project that was originally initiated in CRIS even if the data are normally within a field that would not require NIFA approval you must submit to NIFA for review Here are additional instructions for this scenario INSTRUCTIONS ON SUBMITTING CHANGES ON LEGACY PROJECTS 1 Locate the desired project in the Active Projects folder in the Project Changes module 2 Make changes to the desire field s 3 For any open text box you may choose to enter additional data for the project will become a permanent part of the project record OR you may choose to enter the phrase Project Imported from CRIS no new data to report 4 For any drop down menu please choose the best applicable item 5 Click submit at the end for organizatino review d
194. y new user and assign them the PD role then enter the email address of the new user in the space provided at the top and click add user Use the drop down menu to assign the role of Project Director to the user and click Save If the user already exists and you want to assign them the PD role use the search box at the top to find the user or scroll through your list of users Click on the user s name and then This section of Site Administration lists a selection of the most frequently asked questions This list will be updated periodically depending on the types of questions being sent in to NIFA Launch Wizard Users may choose this option to set up their sites instead of clicking into each of the individual sections listed above for Site Administration The wizard simply guides you from page to page so that you know you are setting up all available configurations in order and not missing any To use the wizard simply continue clicking the next button that appears on the first page screenshot 1 and then continue using the navigation buttons at the bottom of the subsequent screens screenshot 2 Screenshot 1 Administrative Site 1890 TENNESSEE STATE UNIVERSITY Next gt gt Configuration Setup Guidance To configure your organization you will need to set up the following ior H Departments G Users Site Administrator Profile 30 Screenshot 2
195. you can enter all applicable information for that user note that only some fields are mandatory for the phone number it is acceptable to use a dummy number like 000 000 0000 You must click one of the check boxes to indicate which role this user should have Make sure to click create new at the bottom o Note that this user will not be able to log into REEport and enter data until he she verifies the email address you have entered see logging on instructions in the next section of this manual Because of this you will first see your new user listed in the unverified users listing on your administration page Once he she verifies him herself the user will show up in the active users listing 25 Salutation First name Middle name Last name Suffix Contact Email address Phone number testuser nifa usda gov Organization State Organization IOWA SAES IOWA STATE UNIVERSITY Site Administrator Project Director I Reviewer Admin Support E Cancel e To deactivate or edit existing users REEport does not allow any SA to completely delete the record of an existing user However any user in the Active Users list may be deactivated and later reactivated if needed To deactivate any user simply click deactivate next to the user s name red circle in screenshot below To edit an existing user click the us
196. your award will be receiving any type of extension or continuation on the same Award Number you should NOT submit the Final Report form from that module Instead you should submit the progress report form that is available to you in your progress report module The Final Report form will remain in the system for the time when you project is actually ready to be terminated o Note that the incorrect submission of a Final Report can be undone by NIFA but NIFA staff cannot convert a Final Report to a Progress Report Therefore please be aware that you will need to go to the Progress Report module and manually re enter all the data into the Progress Report form if this happens o Click here for more information on extension continuation awards When amp How to Submit a Final Report 1 You will receive an email from the REEport system alerting you when you are 90 days away from end date of your project This notification means that you are 180 days away from the due date of the Final Report according to the Terms amp Conditions of your award Example Project end date is September 30 2014 REEport will send a notification email 90 days prior to September 30 2014 The Final Report for the project must be submitted no later than December 29 2014 Note that failure to submit the report by this date may result in withholding of future funds from NIFA 2 When a project is active REEport always makes available one Final Report form i

REEport User Manual - UC Agriculture and Natural Resources

Contents

Download Pdf Manuals

Related Search

Related Contents