nifa reporting web conference · adam preuter • adam is the lead for the state plan of work and...
TRANSCRIPT
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NIFA Reporting Web ConferenceFebruary 08, 2018
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• Start Recording…
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Adam Preuter• Adam is the Lead for the State Plan of
Work and Annual Report process as well as the business lead for the REEport system management and development. Adam supports the planning, development, coordination, and delivery of accountability and financial reporting from agency information systems, and is also responsible for conducting business process analyses, and implementing related efficiency improvements.
• [email protected]• 202-690-0124
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James Hultzman
• Provides customer support and analysis for REEport
• Supports Financial and Program of Research reporting
• [email protected]• 202-690-0011
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Sharon LumpkinProgram Analyst
Tekila GrayProgram Analyst
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Sign Up for the RWC Listserv
An RWC e-mail list notifies interested parties on news, schedules, and other issues relating to the series. To subscribe:
– Send an e-mail to [email protected]. – Skip your subject line and in the body of your
message type: subscribe reportingwc.– Be sure you receive an e-mail confirming your
subscription.
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Format and Logistics
• Throughout the conference, you may type questions in the chat box.
• Slides from this conference will be posted to the Reporting Web Conference resource page on the web: https://nifa.usda.gov/resource/reporting-web-conference-series
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Today’s Agenda:
• REEport Financial Report• REEport Updates• Intellectual Property Reporting• POW Redesign Update
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REEport Update
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REEport Financial Report
• The FY17 report was due 1 February 2018. • Reminder emails will be sent out every two weeks until
the financial report has been received. • Failure to submit a financial report may result in funding
being withheld
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REEport Financial Report
• In the next REEport release, a new folder will be added to show projects that have been submitted.
• This will affect independent sites only. • Additional validations will be added to the logic in an
effort to clean up the data.
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REEport
• Planned programs (POW) are now available in REEport.
• New knowledge area (KA) has been added• 807- Disaster Preparedness, Mitigation, Response, and Recovery
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REEport
• New Subjects of Investigation (SOI’s) have been added– 3010 Honey bees – 3040 Honey, honey products, and apiary products – 3085 Other bees (non-Apis bees) – 3095 Other non-bee pollinators, general
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REEport
• Data fixes continue to be a high priority• The next development to the REEport system will offer
REEport administrators enhancements to better troubleshoot financial report issues.
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Intellectual Property Reporting
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Grantees’ iEdison Reporting
• Evidence shows grantees are not reporting all inventions, patents, and PVPs into iEdison as required by Bayh-Dole and NIFA Research Terms and Conditions.
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NIFA Patent Reporting FY 2017iEdison Special Request
Institution A 0 18Institution B 0 5Institution C 0 2Institution D 4 8
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The Bayh-Dole Act• This Act is implemented by 37 C.F.R. 401 • Purpose:
– To facilitate and accelerate the transfer of technologies and other such products resulting from federally-funded research into public use, taking advantage of the market-based incentives of the patent and plant variety protection processes.
(P.L. 96-517 December 12 1980)
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Overview of the Bayh-Dole Act• How does it do this?
– It allows the recipient of a federal research contract, grant, or cooperative agreement to retain rights to any resulting inventions so long as the recipient complies with certain conditions and procedures.
• Note that capacity funds are legally a type of grant and all laws regulations that apply to grants in general, including the Bayh-Dole Act, apply equally to formula funds.
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Overview of Bayh-Dole
• Ownership of the invention may go to the Federal government if the recipient –– Does not comply with the Bayh-Dole Act– Does not take advantage of its rights to an
invention in a timely way or– Waives its rights to an invention
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How Bayh-Dole Requirements are Applied to Patents and PVPs***
Time Patent Requirement PVP Requirement
2 months after theinstitution learns of an invention
Submit invention disclosure
Submit invention disclosure
2 years after the disclosure of an invention
Notify agency whether electing title
Notify agency whether electing title
Election of title or when reporting a PVP application
Confirmatory license Confirmatory license
***This is not a complete listing, consult 37 CFR Part 401***
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iEdison Bayh-Dole Reporting Timeline***
***This is not a complete listing, consult 37 CFR Part 401***
Time Patent Requirement PVP RequirementI year after the election of title(inc. support clause)
File patent application, notify agency
File PVP application, notify agency
Issuance(inc. support clause)
Notify agency upon issuance of patent grant
Notify agency upon issuance of PVP certificate
If requested by agency
Utilization reports Utilization reports
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Where do institutions report inventions?
• USDA Research Terms and Conditions https://www.nsf.gov/pubs/policydocs/rtc/agencyspecifics/nifa_617.pdf
• All NIFA invention reporting must be submitted through Interagency Edison– www.iedison.gov
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Benefits of Using iEdison.gov• Access to data• Ability to modify
existing data• Notification
messages are sent as reminders
• Multiple Federal Agencies Use it
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The Importance of Reporting
• Failure to comply with the Bayh-Dole Act reporting requirements may result in an institution’s loss of rights to the invention.
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Trademarks and Intangible Property Reporting
• Intangible property/Copyrights (7 CFR 3019.36)• iEdison does not support Trademarks, software,
modules, and other intangible property reporting. • Email all supporting documentation to NIFA
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Additional Information
• Final Invention Reports• Utilization Reports • SBIR -To the extent authorized by 35 U.S.C.
205, USDA will not make public any information disclosing a USDA-supported invention for a four-year period to allow the grantee a reasonable time to file an initial patent application.
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Intellectual Property ContactsSharon Lumpkin• Email:
[email protected]• Phone: 202-401-0162
Tekila Gray• Email:
[email protected]• Phone: 202-401-0951
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Plan of Work Redesign
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Institutional ProfileValidate/Edit Plan of Work DataUser: John Smith
Institution: State University, 1862 LGU
Back to Portal Home Page
Previous Screen Save Next and Save
List and briefly describe the Critical Issues in your state. For each Critical Issue, check the appropriate box indicating whether it is a Short (1 yr), Medium (1-5 yrs), or Long-term (5+ yrs) issue.
1.
Executive Summary Merit/Peer Review Stakeholder Input Critical Issues SUBMIT
Name of Critical Issue
Description of Critical Issue
Short Medium Long
Add Critical Issue
Delete Critical Issue
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Extension Program DataCreate New Program Initiation
Back to Portal Home Page
Previous Screen Save Next and Save
Cover Page Program Support Goals Summary Target Audience Products Accomplishment Measures Classifications SUBMIT
Classify this program’s activities (estimates when taking into account all program activities.)
Knowledge Areas
Critical Issue
+%
NIFA Science Emphasis Area
% +
Subject of Investigation Field of Science% +
Critical Issues defined in the Plan. Indicate which issues are being targeted by this Program.
Climate Change
Youth Development
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Extension Program DataAnnual Progress Report
Back to Portal Home Page
Previous Screen Save Next and Save
Cover Page Program Support Target Audience Products Other Products Outcomes Changes/Problems SUBMIT
Indicate the Critical Issue(s), and NIFA Science Emphasis Area(s) that were supported by this program during the reporting period.
Critical Issue
+%
NIFA Science Emphasis Area
% +
Climate Change
Youth Development
Add Outcome
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Extension Program DataAnnual Progress Report
Back to Portal Home Page
Previous Screen Save Next and Save
For each “accomplishment” you wish to report, you may choose to list only a qualitative description, only a quantitative measure, or a combination of both that work together to demonstrate the accomplishment, plus enter additional classification information.
Cover Page Program Support Target Audience Products Other Products Outcomes Changes/Problems SUBMIT
What was the issue?
What did you do about it?
What were the results?
Qualitative Description (or check “nothing to report”)
Quantitative Measure(s) (choose from drop down and enter number or check “nothing to report”)
Number of farmers who used at least one new…..ENTER NUMBER
Number of farmers who reported…..ENTER NUMBER
This is the section that will be extracted for “Highlighting” of accomplishments in the Annual Report
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Extension Program DataAnnual Progress Report
Back to Portal Home Page
Previous Screen Save Next and Save
Change in Knowledge Change in Action Change in Condition
Cover Page Program Support Target Audience Products Other Products Outcomes Changes/Problems SUBMIT
Select the classification lines, Critical Issues, and Science Emphasis Areas that were supported by, or most applicable to this particular accomplishment.
Knowledge Areas Subject of Investigation Field of Science% +
Critical Issue
+
NIFA Science Emphasis Area
+
Climate Change
Youth Development
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Institutional ProfileEnter/Edit Annual Report DataUser: John Smith
Institution: State University, 1862 LGU
Back to Portal Home Page
Previous Screen Save Next and Save
Agriculture and Food Systems
Add New Critical Issue
Highlight Outcomes
Climate Change
4-H, Children, Youth Development
Highlight Outcomes
Highlight Outcomes
Executive Summary Merit/Peer Review Stakeholder Input Critical Issues Changes/Comments SUBMIT
For each of your Critical Issues, use the “Highlight Accomplishments” button to highlight 5-10 Projects and/or Programs that reported the most major accomplishments for this fiscal year.
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Testing
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Basic user feedback testingin late February
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Resources
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POW Support Page – Tools/POW• Redesign Guide• Mock-ups• Screenshots• Sign up for POW list serve
REEport Support Page – Tools/REEport• Guide for Project Directors• Financial Report Manual
NIFA.USDA.GOV
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Contact Information• Adam Preuter – POW and REEport Business Management
– [email protected], 202-690-0124
• James Hultzman – REEport Analysis and Customer Support– [email protected], 202-690-0011
Tier 1 Support• Tier 1 Support – More staff and faster response• Logon issues, setting up accounts, project status tracking, technical issues• Contact email: [email protected]
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See you in April!
• Next NIFA Reporting Web Conference is scheduled for April 12, 2:00-3:30 pm Eastern
• Visit the RWC webpage for slides from this conference and information about future RWCs: http://nifa.usda.gov/resource/reporting-web-conference-series
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Questions?