Annual and Panel Reviews

Manufacturing Extension Partnership (MEP) Management Information Reporting

Annual-Review-Process-Steps-Nov-2014

Annual and Panel Reviews

OMB: 0693-0032

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NIST MEP

Annual Review Process



ActivitIes



Lead

At approximately 90 days prior to the annual review

  1. Contact center with potential review dates.

  2. Inform RM/FPO of confirmed dates.


  • NIST MEP Administrative Staff


60 days prior to review

1. Contact the center to inform them of the summary report requirements as established by both the RM/FPO


  • Center Account Manager (RM) and Federal Program Officer (FPO)

2. Begin to assist center in understanding the review process and the performance level as it pertains to CORE


  • Center RM and FPO

30 days prior to review

1. Sends data to the center to incorporate into their summary report.



  • Center FPO

2. Continue to work with the center on preparation of summary report to ensure the center meets submission deadline.


  • Center RM and FPO

Two weeks prior to Review Date

  1. Center submits the following documents based on performance level (CORE)*

  • Level 1- written response to panel recommendations

  • Level 2/3- center updates, center profile and results section, current year budget including YTD vs. Budget, written response to the last panel report( recommendations)


* see appendix at the end of this document for CORE level descriptions.


  • Center


2. Confirms receipt of documentation and follow up with center if there are any questions prior to review day



  • Center RM and FPO

Day of Review

1. Conduct annual review with the center either virtually or face to face.


  • Center RM and FPO

2. Outline the annual review report process following the actual review.


  • Center RM and FPO

Ten Days Post Review

1. Prepare draft annual review report for internal review and approval


  • Center RM and FPO

30 days Post Review

1. Distributes final annual review report to center, Account manager/Federal Program Officer, Grants Specialist and master Files


  • NIST MEP Administrative Staff


CORE Level Descriptions


Level 1: Centers have CORE Scores of 61 or greater for two most recent Quarters and are over the $10M curve on the MEP Metric for the 2 most recent quarters. The center only Submit responses to agreed upon Panel Recommendations and may opt to have a face-to-face or virtual annual review, if desire.


Level 2: Centers that don’t meet the level 1 criteria and have a CORE score of above 41 for the two most recent quarters. The center has the option of a face-to-face or virtual annual review but most submit the response to the Panel recommendations, Financials, Operating Plan Draft and Profile.


Level 3: Center has 40 or below CORE scores for most recent two quarters. RM notifies centers of performance level and Annual Review recommendations. The center must have a face-to-face annual review and must submit the response to the Panel Recommendations, Financials, Operating Plan, and Profile.




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File Typeapplication/msword
File TitleIndependent Panel Review
AuthorMEP/NIST
Last Modified ByEgan, Amy
File Modified2015-05-15
File Created2015-04-16

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