Expanded Clearinghouse Pilot Information (February 2016 – June 2017)

Pilot Final Documents


Phase 2 - Web Based System Development (Live as of 4/26/2017)

Phase 1 - Excel Repository

General Documents

Pilot Welcome Packet Documents (for Pilot Entities only)

Summary of Pilot Goals

Goals Accomplishments
Propose FDP Demonstration to develop, implement and maintain an Expanded FDP Clearinghouse COMPLETE: Phase 1 Pilot proposal to Executive Committee and approved on January 10, 2016 
Phase 2 of Pilot proposal to Executive Committee on June 10, 2016 and approved on June 19, 2016
Develop standard FDP Entity Profile COMPLETE: Entity Profile Developed Phase 1 Pilot use – began Feb 2016
Profile was reviewed and updated via the transition to the web-based system.
Develop Expanded FDP Clearinghouse website & web based System COMPLETE: Phase 1 – Expanded Clearinghouse Web page developed along with web repository of Excel Profiles
Phase 2 - Web-based profile system went live 4/26/2017
Develop standard Transaction (Project) Specific Form COMPLETE: Transitioned to being handled via the compliance questions in the FDP Subaward Templates, as well as developed a standard LOI for use.
Create FDP Clearinghouse users group to support ongoing review/updating of clearinghouse data elements and/or structure, reports and other aspects ONGOING: Pilot Institutions formed initial users group. Going forward, all participating institutions will be considered the "users group".
Develop subrecipient Entity monitoring Best Practices (Proposal to Closeout) ONGOING: Conducted jointly with Subaward Subcommittee