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pdfMAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
NIST MEP
Information Reporting
Guidelines
OMB Control No. 0693-0032
A Federal agency may not conduct or sponsor, and a person is not required to respond to, nor shall a person be subject to
a penalty for failure to comply with an information collection subject to the requirements of the Paperwork Reduction Act
of 1995 unless the information collection has a currently valid OMB Control Number. The approved OMB Control Number
for this information collection is 0693-0032. Without this approval, we could not conduct this survey/information collection.
Public reporting for this information collection is estimated to be approximately 20 hours for the Quarterly Review, 4 hours
for the Semi-Annual Review, 30 hours for the Annual Review and 80 hours for the Panel Review, including the time for
reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and
reviewing the information collection. All responses to this information collection are required to obtain benefits. Send
comments regarding this burden estimate or any other aspect of this information collection, including suggestions for
reducing this burden to NIST MEP Attn: Melissa Davis, melissa.davis@nist.gov.
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Why is Reporting Necessary?
• Used for CAR performance management,
annual/panel reviews and reporting the program’s
performance to Congress
• Generate standard sets of reports
• Cooperative Agreement Requirement
2
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
NIST MEP Reporting, Survey Confirmation and
Survey process is a continuous cycle.
Reporting
Data
Analysis
Knowledge
Sharing
Outlier
Verification
Survey
Confirmation
Survey
3
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Schedule
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Period
January 1 –
March 31
April 1 –
June 30
July 1 –
September 30
October 1 –
December 31
Deadline
January 31
April 30
July 31
October 31
BUT… You can report anytime!
4
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
2021 Calendar Cycle
5
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements - Minimal Required Reporting
Frequency
Quarterly and When Changes Occur
•
Center Information
•
Center Locations
•
Center Staff
•
Center Contacts
•
Center Partners
•
Center Board of Directors
•
Center State Funding Partners
•
Projects and Events
–
–
–
–
–
–
Title
Description
Project type and delivery mode
Intensity (hours)
Center vs. Third party delivery distribution (hours)
Total project value
Semi Annually
•
Progress Plan/Technical Report
–
•
Narrative update on progress under awards
Budget Actuals
Quarterly
•
Client Success Stories (Min One)
•
Progress Data
–
–
•
FTE Count
Manufacturers Interacted with
Third Party Client Survey
–
–
–
–
–
–
New Sales & Retained Sales
Jobs Created and Retained
New Investment
Cost Savings
Client Challenges
Reasons for engaging with MEP Center
As Needed
•
Operating Outcomes
–
•
Interactions with very small, rural, start-up manufacturers
Clients
–
–
–
–
–
–
Client Name & Location
Client Size & Industry
Client Contacts (including phone & e-mail)
C-Level Engagement
Transformational Engagement
Participates in DOD
6
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Funding Programs
•
•
•
•
•
•
•
Center Operations (Base
Award)
Manufacturing USA Institutes Embedding
Rolling Competitive Award
Program (RCAP)
Manufacturing Disaster
Assistance Program (MDAP)
Supplemental Competitive
Award Program (SCAP)
DefenseCyber
Coronavirus, Aid, Relief, and
Economic Security Act
(CARES)
• Advanced Manufacturing
Technical Services (AMTS)
• Each award has its own
requirements
– Center Operations typically
has the most extensive
requirements
NOTE: Special Funding Program
reporting is detailed separately, please
see Special Funding Programs in the
Table of Contents.
7
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements by Award Type
Reporting Element
Center
Operations
Embedding
RCAP
MDAP
SCAP
Board of Directors
Shared Across All Awards
CAR Information
Shared Across All Awards
Defense
CARES
Cyber
Act
AMTS
Clients
Yes
Yes *
Yes *
Yes *
Yes *
Yes *
Yes *
Yes *
Contacts
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Locations
Shared Across All Awards
Partners
Shared Across All Awards
Progress Plan
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Projects
Yes
Yes *
Yes *
Yes *
Yes *
Yes *
Yes *
Yes *
State Funding Partners
Shared Across All Awards
Staff
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Sub-Recipient
Yes
No
No
No
No
No
No
No
Success Stories
Yes
No
No
No
No
No
No
No
* Clients and Projects reported as Center Operations with National Account designation.
8
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Dashboard
9
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Information
(Quarterly and When Changes Occur)
Purpose:
– Intended to provide NIST MEP with general CAR contact information
such as address, telephone, fax number, and email address
– MEP will use this information in communications with stakeholders and
for publishing CAR information in marketing materials and web sites,
Center Performance Management and Reviews.
– Feeds MEP Public Site – Center Near You , MEP Quick List, State One
Pager
How to Report:
– Click CIP, hover over Information, Submit Quarterly Reports, review
data on the various tabs, click Actions Submit for Reporting to submit
your changes to NIST MEP.
• Highly recommend that you update this information as soon as something
changes, no need to wait for a reporting month.
• Center’s cannot change CAR Name or Organization Type
10
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Information
(Quarterly and When Changes Occur)
Related Reports: Either data used in report or clickable
from page
CAR Information
CAR List
BIR Report (clickable from Information Tab)
One Pager Fact Sheet, Covid-19 Response and Distinctive
Practice (clickable from One Pager Tab)
– County Business Pattern Data (Export from Counties Tab)
– CBP Information
– MEP Quick List (Center contact information)
–
–
–
–
11
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Information
Did you know:
(Quarterly and When Changes Occur)
– Information Tab – you can view your D&B BIR if already created by your
FPO as well as cohort characteristics
– One Pager Tab – each one-pager has the ability to have a Success
Story – centers can choose the Success Story that show in the Success
Story module
• Fact Sheet
• Covid-19 MEP Response
• Distinctive Practice
– Staff Tab – edit other user account records with the Reporting Role.
Useful when - new center email addresses, center moved.
– Counties Tab – CBP data and rural export
– Dun & Bradstreet Tab – your center record is there; we use this
information for renewal packages. Have you ever looked at this record?
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MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
CAR Information Resources – Information Tab
Edit CAR Description
View Cohort
Characteristics
Upload CAR
Logos
13
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
One Pager Tab
Fact Sheet
Click on One-Pager Tab
View CAR Description
View and Print One
Pager
View Success Story
14
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
One Pager Tab
COVID-19 MEP Response
Click drop-down menu to
choose COVID-19 MEP
Response
Click on One-Pager Tab
Click check-box to
regenerate One Pager
Centers can update Logos
(496 x 143 Pixels) or
Choose to display the
Fiscal Year IMPACTS or
upload a custom image
Centers Can Edit:
• CAR Description
• Second Narrative Title
• Second Narrative
Click radio button to
include IMPACTS or
Image
15
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
CAR Information Resources – Staff Tab
Click on Staff Tab
Click View/Edit icon
to open user profile
16
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
CAR Information Resources – Counties Tab
SME count by size
Click on Counties Tab
Export data to Excel
Click on arrows to drill down. Any county
with 3 or less establishments will show as
blank – click arrow to view.
Rural Continuum
description
17
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
CAR Information Resources – Dun & Bradstreet
Tab
Click on Dun &
Bradstreet Tab
Click to launch D&B
investigation
18
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Locations
(Quarterly and When Changes Occur)
Purpose:
– Locations are physical addresses where CAR, sub-recipient, or partner staff are
based or deliver services
– The locations are intended to provide NIST MEP with general contact information
such as address and phone information
– MEP uses this information to communicate our national coverage area with our
various stakeholders, Center Performance Management and Reviews.
How to Report:
– Click CIP, hover over Locations, Submit Quarterly Reports, review Sub-recipient
Agreements, Field Offices, and partners as service delivery locations,
– Click Actions, Add to add a new location. Complete the form. Click OK to Save.
– Click Actions Submit for Reporting to submit your changes to NIST MEP
NOTE: We need centers to look at Locations closely, remove duplicates. Some
centers have a location as a field office, SRA, and partner. These locations are being
double and triple counted. Only your FPO can add/edit an SRA.
19
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Locations
(Quarterly and When Changes Occur)
Related Reports: Either data used or clickable from
page
– CAR Information
– CAR Locations
– CAR Summary (CAR Locations Map)
Did you Know:
– In order to update Partners as Service Delivery Location,
you must do so from the Partners page
– Adding or marking records inactive can be done either
from the List or Submit Quarterly Reporting Forms
20
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Staff
(Quarterly and When Changes Occur)
Purpose:
– The staff element provides the CAR a mechanism for reporting on its labor
resources
– The staff listing is a compilation of registered users associated with the CAR
– Used for Center Performance Management and Reviews.
How to report:
– Click CIP, hover over Staff, Submit Quarterly Reports, review data, click Actions
Submit for Reporting
• Verify that the Staff list is current and complete and that all staff are assigned
to the appropriate funding agreements
• To the right on the Staff grid, columns of checkboxes are visible for each
Funding Agreement, click the checkbox for each Funding Agreement a staff
member is working
• To add a staff member, staff self-register at https://meis.nist.gov. Click
Register Here
• To remove a staff member, click the archive checkbox to the right on the Staff
grid
21
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Staff
(Quarterly and When Changes Occur)
Related Reports: Either data is used in report or
clickable from page
– CAR Contacts
– CAR Information
– Clients and Projects
– Clients/Projects/Impacts
– MEP Quick List (Center Director)
– Users
– Survey Confirmation (All Tab)
22
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Staff
(Quarterly and When Changes Occur)
Did you know:
– Anyone associated to the CAR, either as an employee or sub-recipient
providing part of a partner’s cash or in-kind is considered part of the
CARs staff and should be reported
– Each CAR staff member is responsible for maintaining his or her own
record
• Contact information
• Skills profile
– CAR Staff members are automatically associated to a center when they
register for access to the MEP MEIS but they are not automatically
assigned to a funding program and will not appear in the Staff
Listing until a funding program is assigned
– Staff cannot be associated with a project unless they are tied to the
appropriate funding agreement
23
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Assign Staff to Funding Program
Click CIP, Staff, Submit
Quarterly Reports
24
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Assign Staff to Funding Program / Archive Staff
Click checkbox to associate
staff with funding agreement
Click checkbox to archive staff
25
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Contacts
(Quarterly and When Changes Occur)
Purpose:
– Contacts are CAR officials with specific responsibilities for
which there is the opportunity to communicate as a group
– Contacts are used to communicate with the correct CAR
staff through mailing lists and working group membership
– Centers report on Contacts as part of Center Performance
Management.
How to report:
– Click CIP, hover over Contacts, Submit Quarterly Reports,
review different contact types, edit/add contacts, click
Actions Submit for Reporting
26
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Adding Contacts
Click view/edit icon to add contact
to contact type
27
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Adding Contacts
Can search users through MEIS or select from
a list. Must use “Add” button
Can change contact type
using dropdown
28
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Contact Types Explained
• CAR Review Contact – notifications about reviews
• D&B Hoovers – Center representative holding D&B license key
• Director - Only one. Identified on MEP Public Site and report. Receives
notification of Client Survey Contact changes.
• Director Notification – Designate users to receive the same notifications as
Director (Contact Above)
• Financial/Operations Manager – support CFO communications related to
grants Also receives notification of Client Survey Contact changes.
• Marketing Manager – supports Marketing/Communications
29
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Contact Types Continued
• MEP Scouts – Center representative for Supplier Scouting process
• Reporting Contact – Used to communicate any updates to the reporting
requirements, structure, guidelines, etc.
• Salesforce Administrator – Center representative for Salesforce/MEIS
configuration
• Survey Contact - communications about Survey, Survey Confirmation, and
Outliers
Note: Special Awards have an identified subset of the Contacts listed above
30
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Contacts
(Quarterly and When Changes Occur)
Related Reports: Either data is used in report or
clickable from page
– CAR Contacts
– CAR Information
– CAR List
– MEP Quick List (Center Director)
– CAR Contacts Detail
31
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Contacts
(Quarterly and When Changes Occur)
Did you know:
– MEP list server distribution lists - available to be used by
anyone with a MEIS account, messages are monitored
(see PEER Group for list server email address)
– Changes made to contacts will be immediate and
automatically transferred to the appropriate MEP mailing
lists that correspond to those positions
32
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Progress Data
(Quarterly – One per Quarter)
Purpose:
– This reporting element is intended to collect quantifiable data
for the award
– This information is used to respond to stakeholders and may
be used for Center Performance Management, Reviews, and
research purposes
How to report :
– Click CIP, hover over Progress Data, Submit Quarterly
Reports, enter FTE and CME counts, click Actions Submit
for Reporting
• An FTE is full-time equivalent (Includes Center and SRAs)
• CME is client manufacturing establishment
33
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Progress Data
(Quarterly – One per Quarter)
Related Reports: Either data used in report or
clickable from page
– CAR Summary (capacity utilization charts)
Did you know:
– The CME count found in this section is used in many
different NIST MEP publications
– Official source of all FTE counts
34
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Board of Directors
(Quarterly and When Changes Occur)
Purpose:
– The information contained in the Board of Directors section is intended to
provide NIST MEP with general information about the Board and Board
members
– NIST MEP will use this information in the day-to-day role as a consultant to the
CAR
– Used for Center Performance Management and Annual and Panel Reviews
• How to report
– Click CIP, hover on Board of Directors, Submit Quarterly Reports, review Board
and Board Members, click Actions Add to add new Board, click Actions Submit
for Reporting
• Centers are responsible for updating both the Board and Board Member record
• Remove Board by marking it inactive
• Remove Board Member by selecting the X under the Remove from Board column
– Can also mark inactive in the Member profile
35
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Board of Directors
(Quarterly and When Changes Occur)
Related Reports: Either data used in report or clickable from page
– Board of Directors
– CAR Information
Did you know:
– The Board Chair contact information is used in the Review Module for
Annual and Panel Reviews as well as communications from the Director
and other working groups, so it is important to keep this information up
to date.
• This is done by checking Chairperson in the Board Member record
• Board Chair is an active participant in a Panel Review
• Board tenure and Small manufacturer background information up to date in the
Board Member record
– Boards have Board Member records that need to be maintained
– Centers can create MEIS accounts for Board Members
• Access levels are determined by the center
36
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Board of Directors
(Quarterly and When Changes Occur)
Did you know:
– A CAR may have two types of Boards – a fiduciary
board and/or an advisory board
• A fiduciary board exists for all freestanding non-profit
organizations
– A fiduciary board will have a charter document and/or bylaws
describing the duties and terms of the board members
• An advisory board is usually a less formal body, and can be
affiliated with any type of organization
– The roles and responsibilities of advisory boards may be like fiduciary
boards, or they may be more focused on areas such as client needs
– Board Bylaws are a required document upload.
37
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Creating a User Account for Board Members
Click checkbox to create MEIS
account for Board Member
38
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Partners
(Quarterly and As Changes Occur)
Purpose:
– The Partner submission provides the CAR a readily available mechanism
for reporting on its formal and informal relationships with other
organizations
– Partners show the extent of a CAR’s reach beyond its own resources
– This information is used to show that MEP CARs are working with partner
organizations to deliver the best possible services and products to its
clients through formal and informal agreements
– CARs are expected to have a documented performance management
process for its partners.
– Used in Annual and Panel Reviews (top 5 Key Partners) as well as for
Center Performance Management.
39
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Partners
(Quarterly and As Changes Occur)
How to report:
– Click CIP, hover over Partners, Submit Quarterly Reports, review
Partners, click Actions Add to add new partner, click Actions
Submit for Reporting
• Partners – Defined as an organization that contributes or aligns resources
(human, monetary, office space, incubators, etc.) through a long-term
formal or informal agreement.
– Sub-recipient – explicitly identified in a CARs Cooperative Agreement and maintained
by FPOs in CIP, Funding Programs, Awards, Period of Performance. SRAs are
displayed but Centers cannot update this information.
– Third-party Contributors – there is a formal agreement
– Other Partners – no formal agreement – CAR wants to list the Partner as a resource
40
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Partners
(Quarterly and As Changes Occur)
Related Reports: Either data used in report or clickable from page
–
–
–
–
CAR Information
CAR Summary
CPPR
Partners
Did you know:
– Remove a Partner by marking the organization inactive
– Adding/removing records can be done either from the List or Submit Quarterly
Reporting options
– Centers MUST designate Partners as Key Partners (up to five) that are listed in the
CPPR. Key Partners typically have a formal agreement and provide services such as
delivery, marketing, developing products, etc.
– State Funding Partners (SFP) are people associated to Partner organizations. To
deactivate a Partner with a State Funding Partner association, you must disassociate
the SFP before the Partner can be deactivated.
NOTE: Please review this list and ONLY include Partners that add value. More is
not always better; we need quality as this is a common data pull.
41
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – State Funding Partner
(Quarterly and As Changes Occur)
Purpose:
– Intended to provide the CAR a readily available mechanism for reporting on its
relationships with State and Local Government Officials that provide funding
and are interested in Center Performance.
– State Funding Partners are the primary funding decision officials for the
program within the state or local government for the CAR
– Used in Annual and Panel Reviews as well as for Center Performance
Management.
How to report:
– Click CIP, hover over State Funding Partner, Submit Quarterly Reports, review
State Funding Partners, click Actions Add to add new State Funding Partner,
click Actions Submit for Reporting
• All State Funding Partners must relate back to a Partner organization that is reported in
the Partners element
• Remove State Funding Partners by marking them inactive
42
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – State Funding Partner
(Quarterly and As Changes Occur)
Related Reports: Either data used in report or clickable
from page
– CAR Information
– State Funding Partners
Did you know:
– Centers can create MEIS accounts for State Funding
Partners
• Access levels are determined by the center
Question: Why is this element not used by centers
often? Is it misunderstood or there just are not that many
State Government Organizations/People that your center
partners with?
43
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
(As Needed)
Purpose:
– NIST MEP uses client records for the purpose of conducting an in-house project impact survey measuring the
realized impacts (sales, investment, employment, cost of goods sold, etc.) of our services to our clients
– Client information may also be used for other purposes such as market and industry research
– Used in the calculation of New and Unique Clients Served metrics.
– Used in Center Performance Management and Center Annual and Panel Reviews.
How to report:
– Click CIP, hover over Clients, click Submit Quarterly Reports. Centers now have four options for submitting client
information.
• Add New (one at a time) click Add New
• Click Select Files to upload a Client Information File (CIF) XML or CSV file (requires one time setup of
field mapping to work)
• Click Goto Spreadsheet to use the spreadsheet interface
• Click Validate/Submit from Salesforce using the Salesforce/MEIS Utility (requires one time setup of field
mapping to work)
–
A unique client ID is assigned to each client. The CIF is the Client Information File Template and is found on
MEIS
–
For Center Operations, the client must have a manufacturing (31-33) or R&D NAICS Code (541711 or
541712) and a valid DUNS Number (unless included in NIST MEP Definition of Manufacturing – DOM)
• MEP uses Dun and Bradstreet for NAICS Code verification
• Just because the client previously existed in MEIS does not mean you should not update the record in
MEIS on a regular basis
44
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
(As Needed)
45
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
Workflow:
(As Needed)
– There is a workflow if clients are submitted as a batch submission (CSV or XML),
use the Spreadsheet Interface, or from Salesforce as opposed to manually entered.
– Add New (One by One)
• Center is responsible for ensuring that a duplicate client record (same company two different
CAR Client IDs) is NOT being created.
• MEIS will report an error if a duplicate CAR Client ID is used but will not give an error if the
same company name is used with a different CAR Client ID
• Click OK to save
– Salesforce/MEIS Utility
• Click Validate from Salesforce. Any errors are displayed.
• If the utility returns errors, the issues will need to be corrected in your Salesforce System.
Repeat this process until the utility passes validation with no errors. You will then need to
submit for reporting
• Click Submit from Salesforce. The information in Salesforce is submitted to the MEIS
database
• You are redirected to the CAR Dashboard. If you have successfully submitted Client
information – the Status Icon will be half green/half yellow indicating the submission is “Passed
Pending MEP Review”
• A MEP staff member reviews and finalizes the submission to achieve the “Passed” icon
46
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
(As Needed)
Workflow:
– CSV or XML Upload
• XML Upload
– CIF Template with macro to convert to XML option – MACRO is no longer supported by NIST MEP
– But if you are going to use this time, CIF must be converted to XML
» XML is an open standard for describing data and is an ideal solution for transferring structured
data from server-to-client, server-to-server or application-to-application on any platform
» NIST MEP provides a CIF Template with an easy add-in to convert to XML
– Click Select File, choose the proper XML file
– Click Submit for Validation. Any errors with the file are displayed. When a file is submitted for
validation, the file is checked to ensure validity and consistency. Field level validation ensures that the
data entered in all record fields are correct. However, this type of validation does not validate against
client records already existing in the MEIS database. This is achieved through validation at the
database level
– If the file fails with errors, the XML file will need to be corrected and re-uploaded using the same
process. Repeat this process until the file passes with no errors. You will then need to submit for
reporting
– Click Submit to System. The information in the file is submitted to the MEIS database
– You are redirected to the CAR Dashboard. If you have successfully submitted Client information – the
Status Icon will be half green/half yellow indicating the submission is “Passed Pending MEP Review”
– A MEP staff member then has to review and finalize the submission to achieve the “Passed” icon
47
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
• CSV Upload
(As Needed)
– Create CSV file (Microsoft Comma Delimited)
– Click Select File, choose the proper CSV file
– Click Submit for Validation. Any errors with the file are displayed. When a file
is submitted for validation, the file is checked to ensure validity and
consistency. Field level validation ensures that the data entered in all record
fields are correct. However, this type of validation does not validate against
client records already existing in the MEIS database. This is achieved through
validation at the database level
– If the file fails with errors, the CSV file will need to be corrected and reuploaded using the same process. Repeat this process until the file passes
with no errors. You will then need to submit for reporting
– Click Submit to System. The information in the file is submitted to the MEIS
database
– You are redirected to the CAR Dashboard. If you have successfully submitted
Client information – the Status Icon will be half green/half yellow indicating
the submission is “Passed Pending MEP Review”
– A MEP staff member then has to review and finalize the submission to
achieve the “Passed” icon
48
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
• Spreadsheet Interface
(As Needed)
– Click Goto Spreadsheet
– Enter data (typing or cut/paste) into the appropriate fields.
– Simple data errors such as an 11 digit phone number, will result in a pop-up
error message displayed. Complex data errors such as an invalid D&B
number will be displayed after validation.
– If adding multiple rows, select the number of rows to add
– Click Submit for Validation. Any errors in the spreadsheet will be displayed.
When the spreadsheet is submitted for validation, the data is checked to
ensure validity and consistency. .
– If the spreadsheet fails with errors, the issues will need to be corrected.
Repeat this process until the spreadsheet passes validation with no errors.
You will then need to submit for reporting
– Click Submit to System. The information in the spreadsheet is submitted to
the MEIS database
– You are redirected to the CAR Dashboard. If you have successfully submitted
Client information – the Status Icon will be half green/half yellow indicating
the submission is “Passed Pending MEP Review”
– A MEP staff member then has to review and finalize the submission to
achieve the “Passed” icon
49
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
Explanation of Key
(As Needed)
– Blue Circle – Started (In Process but not submitted by Center)
– Green Circle – Passed (data is in MEIS)
– Green/Yellow Circle with Exclamation Point - Passed with Warnings
(most likely Non-Manufacturing NAICS)
– Green/Yellow Circle with Asterisk – Passed with Errors (Not used for
Clients)
– Green/Yellow Circle – Passed Pending MEP Review (waiting on
NIST MEP review)
– Red Circle – Failed (invalid file format)
– Pink Circle – Cleaned (NIST MEP deleted a submission)
– White Circle – No Submission (No activity as of yet)
50
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
NIST MEP Expanded NAICS Codes (Definition of
Manufacturing(DOM))
•
•
•
•
•
•
•
423510 - Metal Service Centers and Other Metal Merchant
Wholesalers
488991 - Packing and Crating
541330 - Engineering Services
541380 - Testing Laboratories
54171X – Research and Development
561910 - Packaging and Labeling Services
811310 - Commercial and Industrial Machinery & Equipment (except
Automotive & Electronic) Repair & maintenance
51
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
(As Needed)
Related Reports: Either data used in report or clickable from page
•
•
•
•
•
•
•
•
•
•
CAR Summary
CAR Survey Results
Client Counts
Clients and Projects
Clients/Projects/Impacts
Cohort Comparison
Impact Analysis
IMPACT Metrics
IMPACT Metrics Detail
IMPACT Metrics Summary
•
•
•
•
•
•
•
•
•
•
Industry Profile
New/Repeat Clients
Success Story Details
Success Story Marketing
Survey Confirmation
Survey Continuity (Clients and
Projects)
Survey Impact Allocation by Hours
Survey Outliers
Survey Results
Survey Summary
52
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
(As Needed)
Did you know:
– Common errors on the CIF include:
• Potential duplicates that require reconciliation prior to FINISH by
NIST MEP
– Typos
– Change in naming conventions but do not update MEIS and instead
create duplicates
• Clients that do not meet the MEP DOM
• Typos in D&B number
– The clients (or CIF) must be uploaded before the projects or
Project Information File (PIF) can be uploaded
53
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Clients
(As Needed)
Did you know:
– The client file has two tabs – one contains the information
that the CAR has provided about the client and the other
contains information that is pulled from the mydnb.com
database
• A ! beside any field, means that the data that you entered differs
from D&Bs data
• You can hover over the ! and right click to accept the data if you
believe it to be accurate.
– MEIS has a D&B portal which helps with obtaining DUNS
Numbers and NAICS Codes and researching your clients
54
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Client Information Collected from Center or
Calculated/Designated in MEIS
•
Client data based on what is provided by Center
– CAR Client ID
– D&B Number (extremely important for data integrity)
– Participates in DOD Supply Chain (regular data request from DOC and DOD)
– C – Level Engagement (conversations with RM)
– Transformation and Coaching (progress towards Operating Outcome Transformational
Goal)
– Primary Contact Information for MEP Client Survey
– Secondary Contact Information for MEP Client Survey
•
Calculated in MEIS or Designated by NIST MEP
–
–
–
–
–
–
–
MEIS Client ID
Client Since (based on completion year/quarter of first project)
Next Expected Survey Year/Quarter
NAICS Impact Driver (first MEP DOM NAICS from D&B, used in Industry reports and charts)
MEP Waived (approved Center request to waive meeting D&B NAICS requirement)
MEP Special Client (SBIR – designated by NIST MEP based on SBIR data resource)
Out of Business (verified by NIST MEP after Center indicates company is no longer active)
55
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Client Information Collected using D&B
• NIST MEP relies on D&B for client background information
–
–
–
–
–
–
–
–
–
–
–
Address 1 and 2
City
State
County
Zip
NAICS (determines if project can be submitted for client)
Number of Employees (progress towards Operating Outcomes
Very Small Goal)
FIPS State/County (for rural mapping to USDA RUCC)
Year Founded (progress towards Operating Outcome Startup Goal)
Prescreen Score (D&B proprietary algorithm to provide simple
indicator of credit worthiness)
Corporate Hierarchy
56
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
Purpose:
– Project/Event information is collected for the purpose of conducting an in-house project impact survey
measuring the realized impacts (sales, investment, employment, cost of goods sold, etc.) of services to
our clients
– Surveys are conducted six months after the completion of the project for new clients. The survey period
could vary for repeat clients
– All projects and events reported to NIST MEP will be surveyed
– Used in Center Performance Management and Center Annual and Panel Reviews.
How to report:
– Click CIP, hover over Projects and Events, click Submit Quarterly Reports. Centers now have four
options for submitting client information.
•
•
•
•
•
•
•
•
Add New (one at a time) click Add New
Click Select Files to upload a Project Information File (PIF) XML or CSV file (requires one time setup of field
mapping to work)
Click Goto Spreadsheet to use the spreadsheet interface
Click Validate/Submit from Salesforce using the Salesforce/MEIS Utility (requires one time setup of field mapping to
work)
Clients must be in the system before submitting projects
Each individual project/event reported on the PIF must be assigned a unique project/event identifier. This unique id
will identify each interaction
Each Project/Event will be directly associated to one of the Funding Agreement Ids
Projects are reported with a single Client ID and Events have multiple Client IDs per record
57
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
58
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
Workflow:
– There is a workflow if clients are submitted as a batch submission (CSV or XML),
use the Spreadsheet Interface, or from Salesforce as opposed to manually entered.
– Add New (One by One)
• Center is responsible for ensuring that a duplicate Project/Event record (same Project, two
different CAR Project Ids on a client) is NOT being created.
• MEIS will report an error if a duplicate CAR Project ID is used but will not give an error if the
same Project/Event Title is used with a different CAR Project ID
• Click OK to save
– Salesforce/MEIS Utility
• Click Validate from Salesforce. Any errors are displayed.
• If the utility returns errors, the issues will need to be corrected in your Salesforce System.
Repeat this process until the utility passes validation with no errors. You will then need to
submit for reporting
• Click Submit from Salesforce. The information in Salesforce is submitted to the MEIS
database
• You are redirected to the CAR Dashboard. If you have successfully submitted Project and
Event information – the Status Icon will be half green/half yellow indicating the submission is
“Passed Pending MEP Review”
• A MEP staff member then has to review and finalize the submission to achieve the “Passed”
icon
59
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
Workflow:
– CSV or XML Upload
• XML Upload
– PIF Template with macro to convert to XML option WILL BE eliminated in 2019Q4
– But if you are going to use this time, PIF must be converted to XML using the Excel Template
» XML is an open standard for describing data and is an ideal solution for transferring structured
data from server-to-client, server-to-server or application-to-application on any platform
» NIST MEP provides a PIF Template with an easy add-in to convert to XML
– Click Select File, choose the proper XML file
– Click Submit for Validation. Any errors with the file are displayed. When a file is submitted for
validation, the file is checked to ensure validity and consistency. Field level validation ensures that the
data entered in all record fields are correct. However, this type of validation does not validate against
Project and Event records already existing in the MEIS database. This is achieved through validation
at the database level
– If the file fails with errors, the XML file will need to be corrected and re-uploaded using the same
process. Repeat this process until the file passes with no errors. You will then need to submit for
reporting
– Click Submit to System. The information in the file is submitted to the MEIS database
– You are redirected to the CAR Dashboard. If you have successfully submitted Project and Event
information – the Status Icon will be half green/half yellow indicating the submission is “Passed
Pending MEP Review”
– A MEP staff member then has to review and finalize the submission to achieve the “Passed” icon
60
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
• CSV Upload
– Create CSV file (Microsoft Comma Delimited)
– Click Select File, choose the proper CSV file
– Click Submit for Validation. Any errors with the file are displayed. When a file
is submitted for validation, the file is checked to ensure validity and
consistency. Field level validation ensures that the data entered in all record
fields are correct. However, this type of validation does not validate against
Project and Event records already existing in the MEIS database. This is
achieved through validation at the database level
– If the file fails with errors, the CSV file will need to be corrected and reuploaded using the same process. Repeat this process until the file passes
with no errors. You will then need to submit for reporting
– Click Submit to System. The information in the file is submitted to the MEIS
database
– You are redirected to the CAR Dashboard. If you have successfully submitted
Project and Event information – the Status Icon will be half green/half yellow
indicating the submission is “Passed Pending MEP Review”
– A MEP staff member then has to review and finalize the submission to
achieve the “Passed” icon
61
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur))
• Spreadsheet Interface
– Click Goto Spreadsheet
– Enter data (typing or cut/paste) into the appropriate fields.
– Simple data errors such as an inactive National Account, will result in a popup error message displayed. Complex data errors such as a duplicate
Project will be displayed after validation
– If adding multiple rows, select the number of rows to add
– Click Submit for Validation. Any errors in the spreadsheet will be displayed.
When the spreadsheet is submitted for validation, the data is checked to
ensure validity and consistency. .
– If the spreadsheet fails with errors, the issues will need to be corrected.
Repeat this process until the spreadsheet passes validation with no errors.
You will then need to submit for reporting
– Click Submit to System. The information in the spreadsheet is submitted to
the MEIS database
– You are redirected to the CAR Dashboard. If you have successfully submitted
Project and Event information – the Status Icon will be half green/half yellow
indicating the submission is “Passed Pending MEP Review”
– A MEP staff member then has to review and finalize the submission to
achieve the “Passed” icon
62
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
Explanation of Key
– Blue Circle – Started (In Process but not submitted by Center)
– Green Circle – Passed (data is in MEIS)
– Green/Yellow Circle with Exclamation Point - Passed with Warnings
(not likely to appear with Projects and Events)
– Green/Yellow Circle with Asterisk – Passed with Errors (Not Used for
Projects/Events)
– Green/Yellow Circle – Passed Pending MEP Review (waiting on
NIST MEP review)
– Red Circle – Failed (invalid file format)
– Pink Circle – Cleaned (NIST MEP deleted a submission)
– White Circle – No Submission (No activity as of yet)
63
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
Related Reports: Either data used in report or clickable from page
•
•
•
•
•
•
•
•
•
•
CAR Summary
CAR Survey Results
Client Counts
Clients and Projects
Clients/Projects/Impacts
Cohort Comparison
Impact Analysis
IMPACT Metrics
IMPACT Metrics Detail
IMPACT Metrics Summary
•
•
•
•
•
•
•
•
•
•
Industry Profile
New/Repeat Clients
Success Story Details
Success Story Marketing
Survey Confirmation
Survey Continuity (Clients and
Projects)
Survey Impact Allocation by Hours
Survey Outliers
Survey Results
Survey Summary
64
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Projects and Events
(Quarterly and As Changes Occur)
Did you know:
– Common errors when reporting Projects and Events include:
• Date format
• Cutting and pasting into project description – strange characters
•
•
•
•
– Textpad can be a useful tool to avoid this. Download TextPad at www.textpad.com
Total Project Value field only accepts whole values – no decimals
Staff name in CAR Key Staff MUST be their MEIS User ID number
Incorrect email format
Using incorrect Funding Agreement Number
– PIF files may be tested for validation as many times as needed
by clicking Submit for Validation, but in order for the submission
to be finalized the file MUST be submitted as final by clicking
Submit to System
65
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Projects and Events Information Collected From Center
Client ID/Name Association
CAR Project ID
Funding Agreement Number
Substance (14 choices)
Delivery Mode (Project or
Event)
• Project Mode (Assessment,
Training or Implementation)
• Project Title
• Project Description
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Initiated Date
Completed Date
Estimated Impact Span (EIS)
National Account
CAR Key Staff
CAR Hours
Third Party Organization
Third Party Hours
Total Project Value
Project Cost Share (Direct or
Facilitated)
66
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Projects and Events Information Calculated/Designated
by NIST MEP
•
•
•
•
•
MEIS Project ID
MEP Special Project (Supply Chain Optimization, ExportTech)
Reported Date – (Year/Quarter project reported – primarily used for troubleshooting
purposes)
Completed Period – (Year/Quarter project completed- determines when client counts
as unique and new or repeat and when selected for survey)
Total Hours (calculated sum of CAR and Third Party Hours)
67
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
CIF and PIF Reporting Suggestions
•
•
•
•
•
Surveys are triggered off the project completion date, not the
reporting period
If you report a project, it will be surveyed
Minimize the burden on clients – before reporting the project, try to
decide if you can determine impact for the activity. If you cannot,
then do not expect clients to be able to either
Use Project EIS field to your advantage
Use Project Cost Share (Direct or Facilitated) to your advantage
68
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Operating Outcomes, Progress Plan and Budget
Actuals are Intertwined
Feed Performance Metrics and Annual, Panel, and Secretarial Reviews
•
Operating Outcome Statements
•
Progress Plan (aka Technical Report)
•
Budget Actuals
– Proposal/Statement of Work (SOW)
– Narratives (3000 character limit - not a dissertation!)
– Goals ( Client and Engagement)
– Narrative response to Operating Outcome Statement (3000 character limit)
– SF425
– Other Resources
– Revenue and expenses based on an as of date
– Reporting Set (construct in MEIS to allow NIST MEP to evaluate center performance
based on the likely 10 year period between competitions 3-2, 3-2)
69
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
NIST MEP Partnership Model Timeline
3rd Year Panel Review
8th Year Panel Review
Secretarial Review
Decision to Renew
Secretarial Review
Competition Initiated
End Year 5
3 Year Operating Plan & Budget
2 Year Operating Plan
& Budget
Annual Reviews in Green
End Year 10
3 Year Operating Plan & Budget
2 Year Operating
Plan & Budget
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Operating Outcome Statements
(As Needed)
Purpose:
• Creation of mutually agreed upon strategy and goals between NIST MEP (Resource
Manager (RM)) and the Center
• Streamline documentation for CAR Response to Federal Funding Opportunity (FFO),
renewals, annual reviews, panel reviews, best practices, performance measurement.
Workflow:
– Initially your Federal Program Officer (FPO) enters the information at the time your
award is finalized into MEIS
– Center either on their own or due to a conversation with your RM determines that
an update to the existing Operating Outcomes is needed.
– Upon submittal RM and FPO are notified that a modification has occurred.
– RM reviews the changes
• CLEAN – deletes the submission due to unnecessary submission
• RESET– RM sends the Operating Outcome back to Center for changes.
Notification includes reason for RESET.
• FINISH –RM approves the changes. A notification goes out to the Center, RM,
FPO and sometimes Grants
71
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Operating Outcomes are to be updated as needed.
- most likely prior to an annual/panel review.
How to update:
• Click CIP Operating Outcomes, Submit Updates, edit the
information, click Actions Submit
– Update the Proposal/SOW (previous versions are maintained)
– Update the Narrative – only enter information for the sections you wish
to change. If you enter “No Changes” then the words “No Changes” are
going to overwrite what is currently stored in MEIS
– Modify the Client or Engagement Goals – adjust the estimated goals as
needed and circumstances change
– Reviewed by your Regional Manager and will either be accepted or
reset (sent back for additional clarification). Once approved a
notification is made to the FPO and Grants acknowledging that the RM
has accepted the changes.
72
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Operating Outcomes
(As Needed)
Related Reports:
– To be determined – are they necessary? What would be useful?
Did you know…
– Visible within your Progress Plan
– Center is also responsible for information in the Operating
Outcomes. Click on this element, read it, make sure the information
entered is accurate.. If not you, make sure your Center Director
and/or others on your management team know about this section.
– Operating Outcomes mirror the narratives that you will respond to in
your semi-annual Progress Plan.
– Operating Outcomes will be used in your Annual/Panel reviews.
73
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Client Goals - Very Small, Rural, Start-up and
SMEs Served – All D&B Based
•
Definitions provided in Operating
Outcome documents
Very Small = <20 employees
Rural = Using USDA Rural Continuum Code
Start-up = established within last 5 years
Other SME’s not captured in one of the
specific groupings above
– Total unique clients
–
–
–
–
•
•
•
Within the Progress Plan narratives,
describe the overall program progress
describing center strategy for serving
these clients. NIST MEP does not want
just a list of company names.
Data in table is calculated based on what
was submitted in your Projects.
Without a project, a client alone does not
count towards these goals.
•
NOTE: Client goals are based on what
the current D&B record in MEIS states.
Records are updated automatically if the
last update date is older than 6 months.
As soon as a project is Finalized by NIST
MEP the tracking of progress to goal
occurs.
These are not
mutually exclusive
categories, in other
words a client might
count in several of
these at one time
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Client Goals – What is a transformational client?
• Definition used by NIST MEP
– “In Client record Centers select “Yes” or “No” to indicate if a client is considered
to be in an ongoing transformative relationship with the center…Yes: Indicates
the center has established a long-term, coaching relationship with the client
and is helping the client transform.”
• Your center decides which Clients/Projects fit this definition
• Within the Progress Plan narratives describe your center’s overall program
progress describing the center’s strategy for serving transformational
clients. This is to be detailed description as to how your center is
transforming clients. This MUST not be just a list of company names
• Data in table is calculated based on what was submitted in your Projects.
NOTE: A client MUST be marked as transformational before you submit a
project. As soon as a project is Finalized by NIST MEP the tracking of progress
to goal occurs.
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U.S. DEPARTMENT OF COMMERCE
Engagement Goals - Top Line/Bottom Line
Growth
•
The Progress Plan includes two separate narrative sections related to engagement goals. The
determination of a project falling under Top Line or Bottom Line Growth is aligned with the NIST
MEP substance codes. Centers determine which projects fit where in the mix.
Top Line Growth
Bottom Line Growth
25 – Growth Service Product Suite
23 – Lean Product Suite
27 – Strategic Management Suite
24 – Quality Product Suite
28 – Technology Services Suite
26 – Sustainability Suite
29 – Financial Analysis Suite
31 – Engineering Srvs/Plant Layout Suite
30 – Sales/Bus Dev Suite
32 – Information Technology Suite
33 – Workforce Development
–
–
–
Progress Narrative, overall program progress, not just a list of services
Data in table is calculated based on what was submitted in your Projects.
Percentage of all projects submitted in the quarter/time period
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U.S. DEPARTMENT OF COMMERCE
Operating Outcome Statements
Proposal/SOW
Narrative
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U.S. DEPARTMENT OF COMMERCE
Operating Outcomes
Client Goals
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Progress Plan
(Semi-annually)
Purpose:
– Technical Report – cooperative agreement requirement including the SF425
– Narrative for NIST MEP staff outside of your RM/FPO to be familiar with your Center
activities
– Used in Center Performance Management and Feeds Annual/Panel Reviews
How to Report:
• Click CIP, Progress Plan, Submit Quarterly Reports, enter information (oh if only it
were that easy), Click Actions Submit for Reporting
•
– Enter your narrative response for each major section. If there is nothing new to report
for the period, let your RM and FPO know that you did not just skip the section. (3000
characters)
– Attach your SF 425
– Make sure you check all of the acknowledgements (official of CAR, change budget with
Grants, change OO with NIST MEP), otherwise MEIS will not allow you to submit.
– If there is additional information to be included, attach document(s) in Related
Documents.
Most complex and time-consuming reporting element.
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U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Progress Plan
(Semi-annually)
Workflow:
• Once submitted, an email is sent to your FPO, RM and Grants Specialist to notify them that
the report is ready for review.
• FPO and/or RM has initial review and will either:
– FINISH – accept submission, no longer editable by the center (email is sent to Center, FPO, RM and
Grants)
– RESET – Center is able to edit again to make revisions, an email is sent to all parties indicating the
submission has been RESET, process begins again
– CLEAN – Submission is deleted, an email is sent to all parties
– Grants has a reconciliation review which may/may not be going on simultaneously Typically look at
SF425 and will RESET if the form submitted is not correct/reasonable
– When Finished (approved by both the FPO and RM), the entire package including PDFs of the narrative,
SF425 and supplemental documents are sent to Grants, RM, FPO and Center.
Related Reports: Either data used in report or clickable from page
– Progress Plan – from the Progress Plan List – Click Actions, Print
– MEIS Dashboard – CAR Documents Widget – link to most recent report
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Progress Plan
(Semi-annually)
Did you know:
– You can read your Proposal/Statement of Work from within your
Progress Plan.
– Click to view/hide Operating Outcome Statements
– Click to view/hide Previous Progress Plan narratives
– Click to view but not edit your Budget Table
– Click to view/hide Client and Engagement Goals
– Click on the Year/Qtr links to see clients identified by name that
meet each goal
– You can attach additional documents to provide more information
to NIST MEP about the project (Schedules, Gantt Charts,
Graphs, Images, Narratives)
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Progress Plan – Semi-annual response to
Operating Outcomes
View OO statement and if available
previous PP submission.
Narrative Response
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Progress Plan – Semi-annual response to
Operating Outcomes (Continued)
Change year/quarter
Show/Hide Table
Client Goals - details
Link to client details
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Progress Plan – Semi-annual response to
Operating Outcomes (Continued)
Budget Table
Use checkboxes to display Estimated
Budgets and Variance for one of more
awards
Display of POP Actuals and
POP Budget
Center enters actuals for reporting
period
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Budget Actuals
(Semi-annually and Prior to Panel Review)
Purpose:
• Communication of detailed Revenue and Expenses during the reported time period.
• Used in Center Performance Management and Center Annual and Panel Reviews.
Workflow:
– Centers enter Budget Actuals as frequently as needed for activities happening such
as a Panel Review where current financials are important to be stated
– Notifications are sent to Centers, Federal Program Officer and Regional Manager.
Please note Mailbox icon at top right of MEIS dashboard, if notifications are
pending there will be a count shown in red if:
• Budget Actuals are >180 days old
• Budget Actuals have been recently changed
• Budget Actual As of Date does not equal end date of the Period of
Performance and it is greater than 30 days after the end of the Period of
Performance
• Budget Actuals As of Date does not equal end date of the Award and is greater
than 90 days after the end of the Award
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Budget Actuals are to be updated when and as often as
needed. Though most likely when submitting a
Progress Plan and prior to an annual/panel review.
How to report:
• Click CIP, Management, Budget Actuals, click on appropriate Reporting Set,
enter the information for As of Date, Revenues and Expenses, automatically
saved on entry
Related Reports:
– To be determined – are they necessary? What would be useful?
Did you know…
– Visible within CIP, Progress Plan
– Visible within CIP, Funding Program, Budget Tab
– . Used within your Center Profile and Performance Report (CPPR)
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Budget Actuals
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U.S. DEPARTMENT OF COMMERCE
Budget Actuals Key - Explained
• Centers have asked that there be a visual on their
Reporting Dashboard.
• The following key applies:
– Green – Budget Actuals was submitted >= 1 <= 90 days
– Passed with Warnings – Budget Actuals was submitted
between >90 <= 180 days
– Red – Last Budget Actuals was submitted > 180 days
– Clear/White – No submission
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Success Story
(Quarterly)
Purpose:
– Success Stories reflect the variety and depth of impacts companies realize and are
one of the most effective tools to communicate the value of MEP services
– Success Stories share experiences and communicate the value of MEP’s services to
stakeholders and potential clients, and are often used as part of presentations for the
budgeting process to demonstrate the effectiveness of the system and how it operates
– NIST and MEP create promotional materials using Success Stories that best describe
the value and quality of their services to potential clients
– Posted on NIST MEP public website (last 5 years)
How to report:
– Click CIP, hover over Success Stories, Submit Quarterly Reports, review Success
Stories, click Actions Add to add new Success Story, click Actions Submit for Reporting
• At least one Success Story is required every quarter
• Success Stories should be based on projects or events that were completed with small
manufacturing establishments
• The project cannot be over 3 years old
• The primary NAICS codes of the SMEs must meet the MEP DOM.
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Success Story
(Quarterly)
Workflow:
–
Each time the CAR submits a Success Story a NIST MEP staff person will review the material. A story may be accepted or rejected.
A story is accepted if it meets all requirements and if it is well written. A story will be rejected if it is
missing required information or if it is not well written. At least two quantified impacts are required.
– If the story is rejected, the CAR staff person that submitted the story, the Marketing Contact and the
CAR Director will be notified by e-mail and given the reason(s) for rejection. The CAR will then edit
the story online from the CAR Information Page and submit it again. If the story is accepted, the
CAR staff person assigned the CAR Reporting Role will be notified of the acceptance by e-mail.
– There will be two separate versions of a Success Story. One will be submitted to the CAR
Information Page, which will serve as a record that the CAR met its reporting requirements. The
second copy will become the working copy edited by NIST MEP for publication. After a story has
been edited the two copies will not match. CARs will not be allowed to directly edit a story after it
has been accepted
– NIST MEP will review and, if necessary, edit the story. The story will be showcased after completion
and made available in MEIS (https://meis.nist.gov) and on the MEP Public Site (http://nist.gov/mep)
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Reporting Elements – Success Story
(Quarterly)
Related Reports: Either data used or clickable from page
–
–
–
–
–
–
Clients/Projects/Impacts
Success Story Details
One Pager (Documents/Communications)
MEP Public Site
Success Story – Marketing
Success Story - Original
Did you know:
–
–
–
–
–
The project must be accepted by NIST MEP and in MEIS as “finished” before it is available to be
written about in a Success Story.
Before submitting a Success Story for public use, the CAR must obtain the client’s written approval to
release the information contained in the story
NIST MEP encourages CARs to create the narrative portions of the Success Story report using a
word processing program and then cut and paste the information into the online form. You would not
want to compose long narratives on the web and then have a network problem cause you to lose the
information.
All formatting is stripped when submitted so no need to make it “pretty”. Bullets etc. cannot be
supported.
If corrections are needed after the Success Story has been submitted to NIST MEP, contact the NIST
MEP Success Story Administrator
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Center Can Choose a Success Story for your One
Pager
• The Center One Page fact sheet provides a brief overview of the Center plus
highlights a Success Story
• To choose which story is highlighted in the Success Story, the user must go to
MEIS CIP Click Success Stories
• From the Success Story list page click the radio button of the story you are
interested in
• Click Success Story Highlighted in One Pager Actions Save
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Success Stories: A Few More Things to Remember
• Clients cannot be the subject of repeated success
stories within a two-year span.
• Stories will be edited to fit to one marketing page.
• Success stories must follow the guidelines in the
next slide and include information for each element.
Each section is represented in MEIS.
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Success Story Required Elements
•
•
•
•
•
Company Description: The description should be a concise, substantive description of the
company including name, city/state, number of employees, branches/other facilities, key
products and markets, and indicate if it’s family/woman-owed, etc.
Situation: Provide a brief explanation of the company’s challenge, whether high-level
decision makers were involved, and why the company needed your assistance.
Solution: Briefly describe how you helped resolve the company’s challenge, including
services provided and an overview of the process used to implement them, whether you
brought in other resources, etc. Summarize actions taken.
Results: This section should feature 2-5 high-level impacts, with the most significant impact
reported first. At least two should be a quantifiable increase in sales, jobs, or investment, or
commercialization of new products and/or expansion into new markets. Centers can include
data on cost savings or other changes in company performance metrics. Qualitative results
could include such results as: the introduction of new technology, entering new markets,
launching a new product, improving safety, etc.
Testimonial: Provide a short testimonial about the client’s experience working with your
center and/or the impacts they have achieved as a result. A C-suite executive provides the
most credibility.
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Funding Programs
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Centers can only view data in Funding Programs.
It is a great place to look at budget, reporting sets,
and quarterly allocations for IMPACT Metrics
Purpose:
– Centers need to be familiar with the information in this module as it is affects
your ability to report and how your center’s performance is measured
•
•
•
•
•
•
General Information about the award
Contacts – who is who at NIST MEP and Grants on your Cooperative Agreement
Federal Quarterly Allocation – Used in metric calculations.
Total Cash Quarterly Allocation – Displayed on The CARD.
Budget – read only view of all budget information
Reporting Set – construct necessary for reporting and to look at center performance
over 10 year period prior to competition
How to report:
– Not a direct submission by Centers though Budget Table Actuals are updated
by Progress Plan submission
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Funding Programs – General Information –
Funding Agreement (Awards)
Click view/edit icon to
see funding
agreement award
information
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Funding Programs – General Information –
Funding Agreement (Awards)
Period of
Performances – click
view/edit icon to drill
down
Link to Proposal
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Funding Programs – General Information - Period
of Performance
Listing of subrecipients for this
funding agreement
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U.S. DEPARTMENT OF COMMERCE
Funding Programs – Contacts
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U.S. DEPARTMENT OF COMMERCE
Funding Programs – Federal Quarterly Allocation
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U.S. DEPARTMENT OF COMMERCE
Funding Programs – Total Cash Quarterly
Allocation
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Funding Programs – Budget
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U.S. DEPARTMENT OF COMMERCE
Funding Programs – Reporting Set
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Non Reporting Element- Documents &
Communications
• The Documents & Communications section of MEIS is a
repository of information directly relating to your center
• Documents found in this section include:
–
–
–
–
–
IMPACT Metrics – Published Versions
Old D&B Company Files
Operating Plan
State Fact Sheets
Review Documents
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Special Projects
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Special Award Programs (RCAPs, MDAPs,
DefenseCyber, CARES, MFG USA Embedding)
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Special Projects – National Account Field
• Projects will be reported on your Center Operations
base award.
• Repurpose the National Account field. If you do not
already have this field in your CRM – Project entity
you will need to create.
• Your National Network Partners will also be able to
use these tags to submit projects they deliver. A
center working with many Special Project
awardees can submit projects for each and every
award.
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U.S. DEPARTMENT OF COMMERCE
Special Projects – List of National Account Codes
CARES
“RCAP” – GAMEP – FTA Supplier Forum
"RCAP" - NJMEP - FSMA
“AMTS” – CMTC – Industry 4.0
“RCAP” – GAMEP – Machine Shop
"RCAP" - NJMEP - QSENN
“AMTS” – MMTC – AMTS D3+
“RCAP” – GENEDGE – MedAccred
"RCAP" - NVIE - STAT-P
“AMTS” – PurdueMEP – ISMART
"RCAP" - GENEDGE - MEDMMAP-2
"RCAP" - NYMEP - MFG Readiness
"AMTS" - TMAC - AAMT
"RCAP" - GENEDGE - NN Cyber VA
"RCAP" - OHMEP - Digi Maturity
"AMTS" – NJMEP – SupplyChain
“RCAP” – HTDC – Smart Talent
"RCAP" - OMEP - ITAP
"DefenseCyber"
"RCAP" - MassMEP - Barometrics
"RCAP" - OMEP - ITAP Phase2
"MDAP" – PRIMEX-EARTHQUAKE
"RCAP" - MMEC - FSMA
"RCAP" - PAMEP - Kata in a Box
“MDAP” – TMAC – Hurricane Laura
"RCAP" - MMEP - AddMfg
"RCAP" - PRIMEX - Industry 4.0
"RCAP" - CMTC - NN Cyber CA
"RCAP" - MMTC - Cybersecurity
"RCAP" - SD MEP - Technology
Adoption
"RCAP" - CONNSTEP - Mfg Skills for CT
"RCAP" - MMTC - NN Cyber MI
"RCAP" - TNMEP - Adv Tech Team
"RCAP" - FloricaMakes - I4.0 Baldrige
"RCAP" - MO MEP - America Works
"RCAP" - URIRF - ICDM
"RCAP" - FloridaMakes - Aeroflex
"RCAP" - MO MEP - FSMA
"RCAP"- NYMEP - CRIRC
"RCAP" - GAMEP - CMMC Training
"RCAP" - NCMEP - Digital Supply Chain
"RCAP" - GAMEP - FSMA
"RCAP" - NIE - Trusted Advisors
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
All Special Project required elements will appear
on your Reporting Dashboard
First Progress
Plan Due Date
Staff and Contacts are funding
program specific and must be
reported quarterly
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U.S. DEPARTMENT OF COMMERCE
Immediate quarterly reporting requirements
• Staff – assign staff to work on the new awards
– Click CIP, Staff, Submit Quarterly Reports, check the box for
staff/award, click Actions – Submit for Reporting
• Contacts – associate staff to be responsible for certain tasks
like project management, reporting, survey so that they can
be easily contacted via phone or email
– Click CIP, Contacts, Submit Quarterly Reports, Select the
Program Name from the dropdown, click the View/Edit icon for
the Contact Type, use the Available/Selected Box to designate
staff to the Contact Type, Click Add, click OK to save
• Project Manager
• Reporting Contact
• Survey Contact
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Special Projects will be reporting on project
progress based on the requirements of the award.
Examples include:
• Program Status: (Provide narrative that details the status of
your program. Specific details that discuss project specific
stages (Define, Design, Develop, Deploy), partnerships
developed, coordinations made, challenges and next steps)
• Status Outcomes: (includes Results/ Accomplishments,
Lessons learned and best practices)
Progress Plans will be reviewed by the NIST MEP Project
Manager and FPO and sent to Grants once finalized.
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
All parties get to share in the success of these
projects.
Scenario – GA MEP partners with Oregon MEP to deliver food
safety services to a food manufacturer in Oregon. Oregon
delivers the services and submits the project for survey, tagging
the project with National Account “RCAP” – GAMEP – FSMA.
– Aggregate client and project counts along with impacts rolled up
to the “RCAP” – GAMEP – FSMA.
– Oregon MEP is also credited with the client and project counts
and impacts related to the RCAP. Reflected in The IMPACT
metrics.
This ONLY works if projects are properly tagged.
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NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Who is responsible to ensure Special projects are
being tagged?
• Project Manager at the Lead MEP Center
• Reporting Contact at the Lead MEP Center
• Project Manager at NIST MEP
Communication will be key. It is important that the PM for the
Lead Center make sure the delivering Center is properly
educated (CD, sales, delivery, and reporting staff) in the way to
report the project. And that the Lead Center PM follows-up to
make sure projects are reported properly. If it is not marked it is
not counted.
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U.S. DEPARTMENT OF COMMERCE
Survey Confirmation Schedule
Quarter
Dates Open
Quarter 1
March 1 – March 31
Quarter 2
June 1 – June 30
Quarter 3
September 1 – September 30
Quarter 4
December 1 – December 31
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U.S. DEPARTMENT OF COMMERCE
Take Advantage of the Many MEIS Reports
Survey Confirmation – 2 Reports
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Survey Confirmation
• Clients and Project data is submitted well before the survey occurs.
• CARs are given one month immediately prior to the survey to
review client contact information and make changes.
• Opportunity to update information needed to conduct the survey
and ensure that the materials sent to the client appear as
professional as possible.
• Most CARS involve their field staff in the review process since it is
the field staff that are most aware of changes.
• All client records with valid manufacturing MEP DOM NAICS
Codes will be sent to survey regardless of whether the CAR has
completed the confirmation process. MEP refreshes the record
with current D&B information if >6 months aged at the time Survey
Confirmation is opened.
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Survey Confirmation Suggestions
•
•
•
•
Use this one-month period as a time to reconnect with clients. Go
over project(s) up for survey to discuss expected impacts and
investigate current needs and look for new opportunities with the
customer.
Use this period to initiate a D&B Investigation for any clients that do
not have an acceptable NAICS Code. They are marked with a red
exclamation point !
Let clients know that you are trying to minimize the burden on
them. Provide clients with third-party survey vendor name, survey
schedule, and describe the process in detail to set expectations.
Emphasize taking the web-based survey and that it should not take
more than 15 minutes of their time if the field agent has already
had a project close-out/feedback session where it was determined
the success of the project.
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
During Survey Confirmation, centers can update client
contact information and manage the number of times a
project is surveyed (EIS)
As client/project records are reviewed, the
client moves from Pending Review to either
Reviewed, Excluded or EIS set to # times
surveyed.
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U.S. DEPARTMENT OF COMMERCE
Outlier Verification
MAN UF ACT U RING EXTENSION PARTNERS HIP
NATION AL INSTITUTE OF STAND A R DS AN D TECHNOLOGY
U.S. DEPARTMENT OF COMMERCE
Outlier Verification Process
• After survey closes, third-party contractor exports data from
their system
• Data are imported into MEIS.
• Outliers flagged and confirmed by centers:
– >5M Total$
– >250 Total Job Impacts
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Reporting Elements – Outlier Verification
Purpose:
• Sometimes clients report significant impacts that NIST MEP requires be validated by the
Center by communicating with the client to make sure what was reported is accurate.
• Outliers are flagged and confirmed by Centers by indicating the method for communication
with the client and a short paragraph describing the work and why the large impact was
realized as a result.
– >5M Total$
– >250 Jobs
How to report:
– Click CIP, hover over Survey, Survey Outliers
• Click on the View edit icon for the appropriate impact verification record.
• Click the radio button to indicate the Verification Type
• Click the radio button to indicate the Verification Status
• Make any changes necessary to the quantified amounts.
• Enter the narrative justification (minimum 500 characters)
– Click Save Outlier
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Reporting Elements – Outlier Verification
Workflow:
– Centers are notified via email when Outliers need to be verified
including a deadline for verification
– Centers edit the Outlier records in MEIS. When complete, the
record is saved and an email is generated and sent to the NIST
MEP Survey Administrator, Center Survey Contact, Center
Director and NIST MEP Manager for Program Evaluation.
– The NIST MEP Survey Administrator reviews the information
provided and adjusts the impacts if necessary.
– Once all Outliers have been reviewed and adjusted, the IMPACT
Metrics reports are run and distributed to Centers.
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Outlier Verification
List of Outliers to be reviewed.
IMPACT based on $ or Jobs
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Outlier Verification
Radio buttons to indicate
Verification Type and Status.
Modify downward an
impacts that were
overstated.
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Outlier Verification
Short paragraph describing the
project(s) and how the impact
was realized.
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Post-Survey Data Analysis Knowledge Sharing
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Post-Survey Data Analysis - Knowledge Sharing
• After all survey outliers have been verified, the data is
ready to be analyzed
• Centers’ survey results are made available
• Analysis
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Post-Survey Data Analysis Suggestions
• Take advantage of the survey results reports in MEIS.
• Review the data you receive from the survey.
• Analyze the impacts, your response rate, Net Promoter
Score™, client comments, answers to challenges
question, etc.
• The more you can learn from your clients the more
efficiently you can respond to their needs.
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Panel Reviews (A Data Perspective)
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U.S. DEPARTMENT OF COMMERCE
Purpose of the Performance Panel Reviews
The intent of the Performance Panel Reviews:
– Satisfy Statutory Requirement (American Innovation & Competitiveness Act);
– Assess their overall performance as it relates to market penetration, economic impact, and
financially sustainability to improve the productivity and performance of the U.S. manufacturing;
– Focusing on trends and patterns to diagnose the causes for strong and weak performances;
– Include evaluation of a Center’s own Performance Management System effectiveness and use,
including self-assessment;
– Provide feedback on Center strengths and opportunities for performance improvement, including
deficiency areas, if any, as defined in the Performance Policy;
– Promotes the sharing of information across the National Network; and
– Identify common Center performance gaps so the program can leverage internal and/or external
resources to assist the National Network in improving performance.
– Conducted during the 3rd & 8th Year of Center Operation
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Center Performance Panel Review Inputs
Center’s
Panel
Presentation
CPPR &
Strategic Plan
Center
Performance
Panel Reviews
Center’s
Response to
Pre-Panel
Questions
Centers PY
Annual/Panel
Review
Reports
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Center Performance & Profile Report
CPPR
7 Categories
Performance
Measurement & Mgmt.
Business Model
Centers Organizational
Strengths and
Challenges
Financial Viability
Org Structure & Mgmt.
Network Citizen
Market
Understanding
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Center Performance Panel Review – Output
Center
Performance
Panel Review
Summary
Report
Distinctive
Practices
Opportunities
for Performance
Improv.
Significant
Performance
Deficiencies
Center
Success Plan
(as
appropriate
Leverage
NIST MEP &
National
Network
Resources
to Assist
Centers
Reevaluation
(within 12
months) (if
applicable)
NIST MEP
Determination
of continued
Coop.
Agreement or
State ReCompetition
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Center Performance Panel Review Process
Note: The larger circles identify the key milestones for the Center undergoing the review. The smaller
circles identify the activities of the panel members and NIST MEP representatives.
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MEIS – Review Module
All Documents are
clickable links
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MEIS – Review Module
Add events to your calendar
by clicking the calendar icon
in the “Event” column.
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Thank You
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| File Type | application/pdf |
| File Title | MEP Overview - the video is not included |
| Author | Jennifer Rosa |
| File Modified | 2021-11-24 |
| File Created | 2021-11-24 |