ES-237 In A Nutshell!

 

What does ES-237 mean?

ES-237 is the federal report number assigned to the annual statistical report of 4-H and youth participation in organized clubs, camps, school enrichment, special interest topics, and individual study. This report is to be completed by each county, complied into a state report, and submitted to the National 4-H Office.

 

What dates to I use for the Ohio 4-H Year?

The Ohio 4-H year will follow a “school” calendar for reporting data. A new 4-H year begins in the Fall.  For the 2003 reporting year, counties may enter any educational or training programs that took place between the dates listed below.  Data entry for 2004 Group Enrollments must wait until the database rollover has been performed. 

 

 

Correct dates to use for all group enrollments:

 

Reporting Year 2003:    September 1, 2002 – August 31, 2003

Reporting Year 2004: September 1, 2003 – August 21, 2004

 

 

Why do I need to complete an ES-237 report?

4-H is part of the Cooperative State Research, Education and Extension Service, which is part of the United States Department of Agriculture. Partial funding for 4-H programs is received through the U.S. Department of Agriculture. Therefore, to receive this funding, each county and state must report yearly on participation in these programs by the race, gender, grade and residence of each participant.

 

Why all the fuss?

The accuracy of the Ohio ES-237 report that is generated by the Blue Ribbon Youth Enrollment program is only as good as the quality of the data entered by each county office.  Missing or incomplete member statistics or projects WILL affect the county and state ES237 totals. 

 

The Blue Ribbon Youth Enrollment program was chosen for its ES237 reporting features.  Our goal is ACCURATE reporting of Ohio 4-H data. If you are having problems with your verification reporting, please call and request additional help. 

 

 



Please follow these steps as outlined.

Do not skip any steps.

 

 

Steps in Completing the ES-237 Report

(Please refer to Chapter 6 of the User’s Manual for Complete Details).

 

1.     Check Master Files 

            You may print your master files by going to Reports|Print Data Files.

 

A.      Master Club Code File

Check the master club code file (File|Club Codes).  The integration status of the club and the community must be marked. This establishes the integration status of each member.

 

If the club is located in an ethnically or racially mixed community, enter a check mark for yes.  Community is defined as the area the club draws membership from.

 

If the club itself is not integrated (racially mixed), leave the integrated box blank.  The race of the club must be indicated.  This was a new federal requirement for 1999. Check this file carefully. Print the master club report (Reports|Print Data Files|Club Code File) to verify the accuracy of club statistical data.

 

It is possible for a club to be located in a mixed community and not be integrated.  However, a club cannot be integrated in a community that is not integrated.

 

 

B.      Master Project Code File

Check the master project code file. All project codes must have an ES-237 code and a Federal Initiative code to count toward participation in a federal curriculum area. The complete list of federal curriculum codes can be found in the Appendix of the User’s Manual. Print the master project code list (Reports|Print Data Files|Project Code File) to verify the accuracy of the file.

 

Any project codes added by individual counties must also have an ES-237 and Federal Initiative code.

 

C.      Master Activity Code File

Check the master activity code file. Any activity that is to be counted in a federal curriculum area must have both an ES-237 code and a Federal Initiative code. Print the master activity code list (Reports Print Data Files Activity Code File) to verify the accuracy of the file.

 

2.     County Information

Go to File County Information.  All information must be completed except for Account # and Tax Exempt #.  The District Code should contain a single digit number.

East District:  1                         Northwest District: 3                 Southwest District: 5

Northeast District : 2                             South District: 4

 

Go to Preferences/Member Defaults.  Make sure the correct county code has been entered on this screen. This code is required in the ES237 files sent from the county to the state office.

3.     Input Data

 

A.      Members/Leaders

All members and leaders who are associated with organized clubs and are maintained in the database, as individual records should be already entered into the member file at this time.

 

B.      Group Youth Enrollments (Refer to handout on group enrollments.)

Add all remaining 'Group Youth Enrollments' records. Go ES237|Group Youth Enrollment. Group records are added for any activities that involve youth, but the names and addresses of the participants are not needed in the member database for office management purposes. This usually includes school enrichment programs, special interest activities, camps, etc. If the group activity involves a specific project or activity code, enter a valid code on the screen. This will account for the participation under the curriculum section of the ES237 report. Entering a club code is entirely optional.

 

C.      Group Volunteers

Add records to account for any additional volunteer participation. Go ES237|Group Volunteers. Group volunteer records can be used to count volunteers who have not previously been entered into the database, but have participated in such activities as fund raising, county fairs, trips, etc.

 

D.      Training Log

Add any remaining training activities into the training log. All training, which ultimately affects youth and has been conducted or facilitated by county extension staff, can be counted. The ethnic and gender information on the training record is optional.

 

 

4.     Verify Data

A.      Verification Report

Print the 'Verification Report' (ES237|ES237 Verification) to validate all member/leader records. Following is a list of items to check:

 

1.      The categories of members, cloverbuds/mini 4H, and special count on the membership charts found on pages one and two of the ES-237 report.

2.      Project, general/organizational, activity, and resource leaders count on the volunteer chart on page three.

3.      Members and leaders of status new, returned, and terminated are counted on the ES-237 report.                

4.      All members, cloverbuds/mini 4H, and special must have a valid grade, residence, gender, race, and at least one participation type.

5.      All leaders must have a valid race.

6.      All youth leaders and adult leaders must have 'Y' marked in at least one leader type column.  (There is an SQL statement that may be used if the majority of your columns are blank.  This will make all volunteers have “Direct” involvement.)  [See Appendix D for an example.]

 

 

 

B.      Group Youth Report

                               

                                Correct Ohio dates to use for all group enrollments:

                        Reporting Year 2003:  9/1/02 – 8/31/04

                        Reporting Year 2004: 9/1/03 – 8/31/04

 

 

Print the 'Group Youth Report' (ES237|Print ES237 Group Files|Youth Group Records). This will assist you in checking each record for balanced numbers, correct integration designation, and project/activity assignment. Totals are printed at the end of the report.

 

C.      Group Volunteer Report

Print the 'Group Volunteer Report' (ES237|Print ES237 Group Files|Volunteer Group Records). Verify the records that have been entered for additional youth and adult volunteers.

 

D.      Training Log Report

Print the 'Training Log Report' (ES237|Print Training Log File) to verify the training records.

 

 

5.     Print the 'ES237 Statistical Report'

 - Go to ES237|ES237 Statistical Report

 

A.      Test-Member/Leader File Data

Print 'Test-Member/Leader File Data'. This report will accumulate all data from members and leaders that have been entered into the database as individual records. This report does not include any group records. Check for balanced numbers. (See step 6 for information on numbers that must balance.) If numbers do not balance, go back to the master code reports and verification report to check for incomplete data. Balance the data on the Test Member/Leader Report before proceeding. If the report shows as unbalanced on the test version, it will not automatically balance on the final report. Balance each part and then print the final report.

 

 

B.      Test-Group Data

Print 'Test-Group Data'. This report will accumulate all data from the group records and training log. If the report numbers do not balance, check the group record reports for errors. If curriculum information does not seem to be correct on either the test- member/leader or test-group report, check the associated project or activity code in the master code files for valid ES237 curriculum numbers.

 

C.      Final Report

When both of the above reports are balanced, print the final report (ES237|ES237 Statistical Report|Combined Processing-Final Report). This report should be balanced and the process is complete.

 

 

 

 

6.     Balancing Report Numbers

Following are checkpoints for proofing your ES237 report:

 

·        Total youth on line 8 must equal total youth in chart 13.

 

·        Total youth (duplicates eliminated) on line 9 must equal total youth                   (no duplicates) in chart 13.

 

·        Total units on line 8 must equal total units in chart 13.

 

·        Total units (duplicates eliminated) on line 9 must equal total units                (no duplicates) in chart 13.

 

·        Total youth (duplicates eliminated) on line 9 must equal the total on chart 10 and chart 11.

 

·        Total youth by source on chart 12 must equal the grand total on page 7.

 

 

 

7.     Where to look if my report does not balance:

A.     If chart 13 is lower than line 8, check that each club record in the Master Club Code File has a valid integration code. Also check that each youth group record has a valid integration code on the second screen. Chart 13 is calculated by integration code. The integration code for each member is determined by the primary club code. Remember, Mixed Community - No and Integrated Club - Yes is invalid. It is impossible to have an integrated club in a community that does not have more than one race.

 

B.     If chart 13 is still lower, check to see that each member has a primary club code. This is easy to do in the member query. If the primary club code is blank, that member will have no integration code and will not count on chart 13. Also, if a member has been assigned to a club code that has been deleted from the Master Club Code File, that member will not have an integration code and will not count on chart 13. This pertains to both active and terminated member as they both count on the ES-237 report.

 

C.     If the Training Log records are not printing on the report, the Test- Member/Leader report is being printed instead of the Test-Group report or the Final-Combined report. The training log and other group records do not print on the Test-Member/Leader report. This report prints only from the member/leader file.

 

 

D.     If an excessive number or identical number of members are printing for each delivery mode on lines 1-7, a number of members have every participation code marked in their personal club membership file (under the club tab). This can be easily detected on the ES-237 Verification report. Members will have a complete line of 'Xs' under delivery mode. Ninety-nine percent of members in the member file should have only 'Organized Club' marked. This error can be corrected with an SQL statement.

 

E.      The report won't print. Check to make sure the updates have been put on the program. Go Help|About. The date display should be February 2, 2000 or later.

 

 

F.      Invalid integer error on page two indicates a problem with the project or activity file. This usually has occurred if 1999 has been entered a 'Year in Project' instead of 1,2,3,etc. The program is looking at 1999 as an integer that is too huge for a short integer field.  This error can be corrected with an SQL statement.

 

G.     Number of units without duplicates is a negative number. Duplicate units have been added to group youth records without entering a balancing number of units on the first line. The number of duplicates will ultimately be larger than the total count of units, resulting in the negative number.

 

 

 

 

 

 

 

Submitting ES-237 information to the

State 4-H office:

 

One change from past years is that we are now requiring that counties send us ALL of their data files, not just select files.  The reason for this is so that we can have a backup of your county's full data set.  It also makes repairs and balancing much easier.  Here are the new steps for sending us all of your data.  Keep in mind, this will require more disk space.  In years past you may have sent 1-2 floppies, now you may need to send 3-4.  If you're comfortable copying these files via other methods: cd-buring, zip-disc, or emailing them as a zipped attachment, please feel free to do so.  The following instructions will walk you through copying your data files:

 

 

1.   Go to Utilities|File Utilities.

 

2.   Go to Select|Select All.  This should highlight all files within the window.  Scroll to the bottom of the File Utilities window.  The last file in the set should be named, "Z5Lite.db" or "Z5Lite".  Hold down the control key "Ctrl" key on your keyboard & click the "Z5Lite.db" file.  This should "deselect" this file only.  All other files should remain highlighted.  If this is the case you may proceed. 

 

3. Click File|Copy Table.  This will bring a "Save As" window.  This is where you decide where to save your files.  If you plan to use floppy disks - point it at your floppy drive, if you plan to use a zip-disc - point it at your zip drive. Once you've pointed the save at the appropriate drive - click "save".  Keep in mind that if you're using floppies, the save will require multiple floppy disks.

 

4. Go to Windows Explorer or My Computer and check the diskette to be sure the files are in fact on the diskette. The explorer will show that the 'px' files have been copied along with the 'db' files. If the diskette looks complete, it is ready to send to state along with the printed report. This completes the ES237 portion of year-end reporting.