Programs Submission Response: Subsidiary Reports Enhancements

ISSUE #1:
Subsidiary Business File Reports

FACTS:
There are several reports that need to be developed to assist County Offices in order to know what is within the Business File for a producer, or a specific “group” to target what is needed or may be incomplete. This can aid in preparation for sign up and preparing for payment cycles.

SOLUTIONS:.
Provide County Offices with the following reports:

  • Producers in Business File without “Determined” status
  • Producers in Business File with “Determined” status with “Last Update” listed
  • Active Estates in Business File
  • Non Family Joint Operations

NATIONAL OFFICE RESPONSE:
A project is currently underway to provide a data warehouse with the ability to create reports from the business file system. When the functionality is provided, users should have the ability to filter information for:

  • Producers with a specific farm operating plan status
  • Estates with an active farm operating plan
  • Joint Operations that do not include all family members.

I do not have a timeline when the report will be available. 

In the meantime:

  • I already provide a report monthly for producers with a farm operating plan that does not have a “Determined” Status
  • I provide a yearly report for Estates older than 2 years with active farm operating plans that have received payments. This year’s report was provided in December 2016 for State and County Offices to review according to notice PL-273
  • I provided a report of joint operations that do not include all family members for county offices in November 2016 according to the training and 5-PL handbook amendment Jim Baxa provided for determining actively engaged in farming and foreign person for joint operations.

ISSUE #2:
County Eligibility Reports in Subsidiary

FACTS:
We can run reports for AGIs filed and not processed, but the report basically stops there. The capability to add information and more sorting field possibilities are needed in order to better track AGIs filed and not processed by the IRS.

SOLUTIONS:.
It would be easier for us to track and monitor producer AGI forms if “date filed by the producer” was added as a field to be printed in the report. This would allow the possibility of being able to sort by date when the report is downloaded in spreadsheet format. This would allow us to better monitor those approaching the 180 day deadline.

NATIONAL OFFICE RESPONSE:
The County Eligibility Report currently available in the Subsidiary system is not designed to include additional fields based on the criteria selected to run the report. The report will display customers that have been updated with a “Filed CCC-941” producer certification and the IRS determination has not been received. The “Date filed by producer” cannot be added to the report. 

A project is currently underway to provide a data warehouse with the ability to create reports from the Subsidiary/Eligibility file system. When the functionality is provided, users should have the ability to filter information for customers that have been updated with a producer certification and an IRS determination has not been received with additional information provided on the report.

I do not have a timeline when the report will be available.

In the meantime, I am providing a report approximately every 6 weeks for all producers with a “Filed CCC-941” and an IRS determination has not been received and am including the “Date filed by producer” on the report.