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View Work Elements Available in FY:

Summary

This page presents detailed associations and definitions for this Work Element. Information on how this Work Element is being used in BPA field work is also included.

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Work Element 132: Produce Progress (Annual) Report - Published

Basics

WE Name:
132. Produce Progress (Annual) Report (Prod Annual Report)
Work Category:
Reporting
WE Agreement Type:
Contracted
Status:
Active
Owner:
Matthew Schwartz
Definition:
This work element covers written reports about deliverable results in a contract that are submitted to BPA for dissemination to the public as a Progress (Annual) Report. These reports may cover less than a year or multiple years. Progress reports come in two types, Non-technical Progress Report and Technical Progress Report. Technical Progress Reports also include a Hybrid Progress Report format covering technical and non-technical work elements. Technical Progress Reports are used in contracts with RM&E Work Elements (156, 157 and 162). Non-technical Progress Reports are used for contracts that have no RM&E work elements. If you have a question regarding your project report, work with your COR and the Project’s RME SME to determine appropriate types, format, and due dates. For example, you may have separate chapters for RM&E, habitat restoration, and O&M activities. Reports should be submitted using the most recent BPA reporting guidance & templates available at https://www.cbfish.org/Help.mvc/GuidanceDocuments. Once uploaded to CBFish’s contract Documents, a progress report will be finalized by BPA with an identification number, and then made publicly available as a PDF via https://www.cbfish.org.
WSE Description Template:
The progress report summarizes the project goal, objectives, hypotheses (for research), concluded deliverables, problems encountered, lessons learned, and long-term planning. Examples of long-term planning include future improvements, new directions, or any ramping up or ramping down of contract components or of the project as a whole.
[DELETE OPTION [A] OR [B] THAT DOES NOT APPLY AND THE WE 183 REMINDER]
[A] Non-Technical reports have no prescribed format at this time. They do not have to use a scientific format, but they should be rationally organized to facilitate public comprehension. The most important consideration is that the report completely cover activities in the scope of work whose results are not sufficiently presented in the CB Fish status reports.
[B] RM&E Technical Progress reports must conform to BPA guidelines. See the "RME Technical Reporting" link at: https://www.cbfish.org/Help.mvc/GuidanceDocuments.
[IF PRODUCING A MANSCRIPT FOR A PEER-REVIEWED PUBLICATION, USE WORK ELEMENT 183; PRODUCE JOURNAL ARTICLE. AFTER DELETING THE NON-APPLICABLE REPORT TYPE, DELETE THESE BRACKETS]
Effective Dates:
FY2005 to <no end date>
Work Phase:
na
Sort Sequence:
12.01
Focal Species Required:
No
RM&E Metadata Required:
No
Finite or Recurring:
Finite
Is BPA Internal:
No
Is Contracted:
Yes
Is Cost Share:
No
Is Construction:
No

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Note

None



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Associated Work Elements


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Potential Deliverables

Deliverable Status:
Optional
Default Deliverable Desc:
Annual Report
Potential Deliverables:
  • The Deliverable is considered complete when the final report is posted. Mark this milestone complete when you have confirmed your final report has been posted. It usually takes BPA 30-45 days to post the final PDF version of a report. This milestone's end date should therefore be 45 days after the final version is uploaded in Pisces. You will receive an email from BPA confirming that your report has been finalized and posted to the web. If you do not receive such an email after 45 days, contact your COR.

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Rules and Examples

  • Rule 1 : Use a separate WE for each progress report being worked on during the contract period, and clearly identify the different reports in the WE titles.


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Show Changes
Milestones

Milestone Title
Type
Deliverable?
Description
Prepare and Upload Habitat Project Snapshot
Suggested
No
[A HABITAT SNAPSHOT SHOULD BE REQUESTED FOR LARGE HABITAT ACTIONS (>$500K) THROUGH INCLUSION OF THIS SNAPSHOT MILESTONE. FOR STANDALONE HABITAT AGREEMENTS A HABITAT COMPLETION REPORT MAY NOT REQUIRED, IF REPORTED AT THE PROJECT LEVEL. DELETE THE DELIVERABLE IF NO ANNUAL REPORT IS REQUIRED. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.]

Prepare habitat project snapshot and upload to contract documents. The brief habitat project snapshot shall summarize habitat metrics produced, lessons learned, project successes, anticipated or observed focal species response, and include before and after photos. A habitat snapshot template is available from the BPA COR or HAL.

The snapshot shall be uploaded under the habitat project snapshot file type in MS-Word or PDF format and be titled as a "___ Habitat Project Snapshot".
RM&E Technical Report Guidance Review
Recommended
No
[DELETE THIS MILESTONE IF YOUR PROJECT DOES NOT INCLUDE ANY RM&E WORK ELEMENTS AND DOES NOT NEED TO PRODUCE AN RM&E TECHNICAL REPORT; IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Contractors should review Progress (Annual) Report guidance and templates before starting the first draft of their technical report. Please follow BPA required format for technical reports at https://www.cbfish.org/EfwDocument.mvc/DownloadFile/62. BPA Fish and Wildlife project sponsors who have the following work elements, 156 Develop RM&E Methods and Designs, 157 Collect/Generate/Validate Field and Lab Data, 158 Mark and Tag Animals, and/or 162 Analyze/Interpret Data, in their contracts are required to upload a RM&E technical report. (Milestone start/end: August 1 - September 14)
RM&E Technical Report Draft
Recommended
No
[DELETE THIS MILESTONE IF YOUR PROJECT DOES NOT INCLUDE ANY RM&E WORK ELEMENTS AND DOES NOT NEED TO PRODUCE AN RM&E TECHNICAL REPORT. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Upload your draft RM&E report into the CBFish contract's "Documents" tab in a MS Word document format as a “Progress (Annual) Report" and subtype "Technical, Draft" for BPA review. BPA will review the draft RM&E report and may provide comments for consideration for your final document. Alternative formats like PDFs may be accepted if approved by the COR. If your file is too big to be uploaded, contact CBFish Support (support@cbfish.org). (Milestone start/end: September 15 - January 15).
RM&E Technical Report Final
Recommended
No
[DELETE THIS MILESTONE IF YOUR PROJECT DOES NOT INCLUDE ANY RM&E WORK ELEMENTS AND DOES NOT NEED TO PRODUCE AN RM&E TECHNICAL REPORT. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Address any BPA comments, if provided, from a draft or previous report, then finalize your report for submission to BPA. Upload your Progress (Annual) Report as a "Technical, Final" in a MS Word document format to the contract's "Documents" tab in CBFish. During the upload you will be asked to validate that your title page matches BPA requirements. Alternative formats like PDFs may be accepted if approved by the COR. If your file is too big to be uploaded, contact CBFish Support (support@cbfish.org). (Note: The milestone will be concluded once the report is published and the file accepted by the COR is uploaded. If the report is returned, you will need to address comments and select "Edit" to resubmit a revised report.) (Milestone start/end: Jan 16 - Mar 15)
Non-Technical: Prepare for Non-Technical Progress (Annual) Report. Review guidance and template.
Recommended
No
[DELETE THIS MILESTONE IF YOUR PROJECT INCLUDES ANY RM&E WORK ELEMENTS AND USE RM&E TECHNICAL REPORT MILESTONES. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Contractors should review Progress (Annual) Report guidance and templates before starting the first draft of their non-technical report. Please follow BPA required format for non-technical reports at: https://www.cbfish.org/Help.mvc/GuidanceDocuments.
Non-Technical Draft Progress (Annual) Report
Recommended
No
[DELETE THIS MILESTONE IF YOUR PROJECT INCLUDES ANY RM&E WORK ELEMENTS AND USE RM&E TECHNICAL REPORT MILESONES. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Upload your draft report into the CBFish contract's "Documents” tab in a MS Word document format as a “Progress (Annual) Report" and subtype “Non-Technical, Draft" for BPA review. BPA will review the draft RM&E report and may provide comments for consideration for your final document. If your file is too big to be uploaded, contact CBFish Support (support@cbfish.org). (Milestone start/end: September 15 - January 15).
Non-Technical: Upload Non-Technical Progress (Annual) Report.
Recommended
No
[DELETE THIS MILESTONE IF YOUR PROJECT INCLUDES ANY RM&E WORK ELEMENTS AND USE RM&E TECHNICAL REPORT MILESTONES. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Address any BPA comments, if provided, from a draft or previous report, then finalize your report for submission to BPA. Upload your Progress (Annual) Report as a "Non-Technical, Final" in a MS Word document format to the contract's "Documents" tab in CBFish. During the upload you will be asked to validate that your title page matches BPA requirements. (Note: The milestone will be concluded once the report is published and the file accepted by the COR is uploaded. If the report is returned, you will need to address comments and select "Edit" to resubmit a revised report.) (Milestone suggested end date is 45 days prior to the end of the contract.)
Distribute Progress (Annual) Report for Internal Contractor Review.
Recommended
No
[DELETE THIS MILESTONE IF YOU HAVE NO INTERNAL REVIEWS OF YOUR REPORT. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Contractor review will be conducted by [INSERT TITLE OF EACH INDIVIDUAL REVIEWER HERE] prior to uploading.
Distribute Progress (Annual) Report for external review to [INSERT REVIEWER, DELETE THESE BRACKETS]
Recommended
No
[DELETE THIS MILESTONE IF YOU HAVE NO CONTACTOR REVIEWS OF YOUR REPORT. IF THIS MILESTONE IS RETAINED, DELETE THESE BRACKETS, AND ALL TEXT WITHIN THEM.] Contractor review of the report will be conducted by [INSERT ENTITY AND TITLES OF EACH INDIVIDUAL REVIEWER HERE] prior to uploading.
Revisions in response to review of draft
Suggested
No
Completed Progress (Annual) Report
Recommended
Yes
The Deliverable is considered concluded when the final report is published. It usually takes BPA 30-45 days to publish the final PDF version of a report. This milestone's end date should therefore be 45 days after the final version is uploaded in CBFish. You will receive an email from BPA confirming your report has been published to the web. If you do not receive such an email after 45 days, contact your COR.

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Metrics

2 Metrics Associated With Work Element 132: Produce Progress (Annual) Report

Metric Metric Association Status Last Comment Date Last Comment By Unit Type FY Start FY End Required / Optional Is Activated By Default Included in PI Supports PCSRF/PNSHP (Katz) PNSHP Metric Code PNSHP Metric
1768: Start date of reporting period Active date 2012 Optional Yes No No
1769: End date of reporting period Active date 2012 Optional Yes No No

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Measures by Metric

None


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CBFish Metric Sets

None


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PCSRF/PNSHP (Katz)

Supports PCSRF/PNSHP (Katz):

No


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Location Requirements

Location Requirement Type:
No Location

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Environmental Compliance

Applicability and status of the following environmental compliance requirements can be found on the Environmental Compliance tab for that work element in your SOW for all 2007 contracts forward. BPA's Environmental staff will update and maintain this information in CBFish in real time, so that you can check the status of environmental compliance on your project at any time.

Note: Many of the fields are set to auto-load in CBFish, but the settings will be reviewed by BPA's Environmental staff prior to the contract being finalized, and may be revised depending on the specific circumstances.

  • National Environmental Policy Act (NEPA)
    NEPA coverage for this work element will be determined by BPA's Environmental staff and could include an Environmental Impact Statement (EIS), Environmental Assessment (EA), Record of Decision to an existing EIS, or Categorical Exclusion.

  • Endangered Species Act (ESA)
    ESA consultation is typically not required for this work element.

  • National Historic Preservation Act (NHPA)
    NHPA Section 106 consultation is typically not required for this work element.

  • Public Involvement
    Public involvement is typically not required for this work element.


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Usage

Reports that Use this Work Element

This work element and its metrics are used in measures in the following reports. These PDF reports are generated dynamically, always showing you the most up to date information. Most of them also have links to download the underlying data sets to structured text or Excel format.

Stats and Overview

Number of active contracts using Work Element #132 by FY

Top 5 BPA Project Managers using this Work Element:
(by number of current contracts)
Tracy Hauser 562
Virgil Watts III 462
Deborah Docherty (Inactive) 360
Carlos Matthew 328
Jamie Cleveland (Inactive) 325
Average Work Element Budget: $9,141
Average Duration: 7 months

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