ANR Program Reporting Systems Campus Contacts Meeting June 20, 2007

Desired Outcomes  Understanding of overall ANR program reporting systems and requirements  Understanding of the roles of ANR units in program reporting  Understanding of the federal Plan of Work and Annual Report process  Understanding of UC Effort Reporting and financial accountability  Agreement on next steps and action items

Plan for the Day 10:00 amWelcome and introductions Plan for the Day Expectations: why you came 10:30 amANR Program Reporting Systems 11:30 amAREERA Plan of Work/Annual Report 12:00 noonLunch 1:00 pmUC Effort Reporting/Financial Accountability 1:00 pmUC Effort Reporting/Financial Accountability 2:00 pmAdditional Issues? 2:00 pmAdditional Issues? 2:30 pmWrap Up/Next Steps Meeting Evaluation 2:30 pmWrap Up/Next Steps Meeting Evaluation

DANRIS-X Annual Plan DANRIS-X Annual Report DANRIS-X CASA Federal Reports Advisor PR, Annual Assessment State, County Reports Other Reports Using Our Systems CRIS

CRIS (Current Research Information System)

CRIS: Current Research Information System USDA web-based reporting system research projects in agriculture, food and nutrition, human resources and forestry Projects funded by Hatch, McIntire Stennis, Animal Health, CSREES administered grants. Campus-based faculty with USDA receiving federal formula agriculture research funds

Dean’s office CRIS Web entries Database (Univ of Vermont) Departments ANR Oakland CRIS National Database CSREES CRIS DATA FLOW NMISS Database (MRF projects)

CRIS Project Forms AD 416 Project Description Objectives Objectives Approach Approach Non technical summary Non technical summary keywords keywords AD 417 Project Classification of Research Research Problem Area Research Problem Area Subject of Investigation Subject of Investigation Field of Science Field of Science CSREES 2008 Assurance Statement Safety/Care/Protection: recombinant DNA, animals, humans Safety/Care/Protection: recombinant DNA, animals, humans Project Outline

CRIS Project Forms AD 421 Project Progress/Termination  Progress report  Impact  Publications AD 419 Annual Report of Expenditures  Summary of all funds expended on a project.

ANR VP Office UCD- Vet Med UCB- CNR UCR- CNAS UCD- CAES departments CSREES Formula Funds Hatch – Agricultural research McIntire-Stennis – Forestry Animal Health USDA- CSREES

NMISS System NMISS (National Information Management and Support System) Web-based application Web-based application Submission of proposals and reports Submission of proposals and reports Submission of new MRF participants Appendix E Submission of new MRF participants Appendix E Database available for queries to interested parties, stakeholders and cooperators Database available for queries to interested parties, stakeholders and cooperators

Next Steps?  CSREES One Solution Initiative Move toward standardized reporting across agencies Move toward standardized reporting across agencies Some changes to CRIS narrative fields on AD 416 and 421 for new projects Some changes to CRIS narrative fields on AD 416 and 421 for new projects CRIS to be used for Smith Lever (d) program reporting CRIS to be used for Smith Lever (d) program reporting

DANRIS-X REPORTING SYSTEM PLAN, REPORT AND CASA

DANRIS-X CASA Collects data for CE advisors on  Clientele groups  Actual contacts  Outreach methods  Outreach accomplishments

DANRIS-X Annual Plan: Advisors Collects plan data for CE advisors  County FTE allocation  ANR Issue/Knowledge Area FTE  Projects/Programs Situation Statements Situation Statements Commodities Commodities Methods Methods Outcomes/Impacts Outcomes/Impacts Multi state Activities Multi state Activities

DANRIS-X Annual Plan: Specialists Collects plan data for CE specialists  ANR Issue/Knowledge Area FTE  Projects/Programs Title Title Objectives Objectives Approach Approach Commodities Commodities Multi state Activities Multi state Activities

DANRIS-X Annual Report: Advisors Collects data on CE Advisor’s projects/programs: Activities Activities Outcomes/Impacts Outcomes/Impacts Publications Publications Grant Support Grant Support Multi state Activities Multi state Activities And also CE Advisor’s And also CE Advisor’s University/Public Service University/Public Service Professional Competence Professional Competence

DANRIS-X Annual Report: Specialists Collects data on CE Specialist’s projects/programs: Progress Report Progress Report Impacts Impacts Publications Publications Multi state Extension Activities Multi state Extension Activities

AREERA Plan of Work and Annual Report

AREERA  Agricultural Research, Extension and Education Act (AREERA) of 1998  Requires approved Plan of Work from Extension and Research in order to receive federal funding.  Pertains only to the Smith-Lever 3(b)&(c) and Hatch funds

Federal Plan and Report of Work New format: web based entry April 1, 2006FY Plan of Work (1 st Plan under new format) April 1, 2007FY Plan of Work April 1, 2008FY Plan of Work FY 2007 Annual Report (1 st Report under new format)

Plan and Report Components  State Overview Narrative Narrative Research and Extension FTE Research and Extension FTE  Scientific Peer Review  Evaluation of multi and joint activities  Stakeholder input

Plan and Report Components  Four Federal Planned Programs for California Sustainability and Viability of California Agriculture Sustainability and Viability of California Agriculture California Pest Management California Pest Management California Youth, Families, and Community Development California Youth, Families, and Community Development Sustaining California’s Natural Resources Sustaining California’s Natural Resources

Plan and Report Components Each Federal Planned Program Narratives Narratives Situation and priorities, assumptions, goals, external factorsSituation and priorities, assumptions, goals, external factors Data Data Knowledge Area FTEKnowledge Area FTE Outputs (Patents, Publications, etc.)Outputs (Patents, Publications, etc.) OutcomesOutcomes Expenditures (Smith Lever, Hatch and State)Expenditures (Smith Lever, Hatch and State)

Data sources  CRIS: Faculty FTE Faculty FTE Expenditures Expenditures publications publications  DANRIS-X: Advisors’ and Specialist FTE Advisors’ and Specialist FTE Outputs Outputs Outcomes Outcomes Multi State Extension Activities Multi State Extension Activities  Budget Office/Financial Services Expenditures Expenditures  Office of Technology Transfer: Patents

Issues  Auditable documentation of expenditure of federal monies and FTE allocations  Ability to identify impacts of programs  Documentation of integrated (joint CE/AES) activities

Multi State Extension  Need to identify multi state extension activities paid with Smith Lever funds  Will need to establish a new target percentage of Smith Lever allocation (up to 25%) for FY 2008  May need to direct charge portion of Specialists’ FTE to meet target  Waiting for new guidelines from CSREES (due June 15)

Integrated Activities Established target percentage of Smith Lever and Hatch of 25% of each allocation Smith Lever: will use workgroups, Core Issue Grants, and other activities Smith Lever: will use workgroups, Core Issue Grants, and other activities Hatch: campuses identifying integrated activities Hatch: campuses identifying integrated activities