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Effort Reporting Workgroup Update

Effort Reporting Workgroup Update. ERS Forum Training Session First ERS Forum sessions were held last week with attendance of over 200 total individuals from campus

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Effort Reporting Workgroup Update

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  1. Effort Reporting Workgroup Update • ERS Forum Training Session • First ERS Forum sessions were held last week with attendance of over 200 total individuals from campus • Developed to meet the need for training at all levels, based on feedback from campus, and to provide a forum for communication for ERS Coordinators and Fund managers with effort reporting responsibilities • Goal was to reduce system, policy and training barriers to 100% on-time completion as well as provide information and tools for success • Provided a demo and overview of the new ERS Detail report which will be available to assist with effort reporting by quickly verifying payroll • Presentation from the ERS Forum will be posted online at the following link for review, it also contains valuable links for further assistance: http://www.research.ucla.edu/ora/training/raf.htm

  2. Effort Reporting Workgroup Update • Topics to be discussed in future ERS Forum sessions • Multiple Appointments • Payroll and UPAY justifications • Cost Sharing • Back to Basics • System Updates • Best Practices • Dept challenges to 100% completion • Pay source incorrect • Reports re-opened by the system • Multi-line certifications • Partially certified reports • K/F awards • NIH Salary Cap • 9/12 Appointments • Overtime/Part-time employment • Adjusted effort total does not equal 100% • Open reports on closed awards

  3. Effort Reporting Workgroup Update • EFM will be visiting individuals departments to help work through the open effort reports • Plan to visit 5-6 departments per quarter that have the largest number of open reports and/or the lowest certification rates • Sharing best practices between departments • After documenting the common issues and fixes for certifying reports, EFM has an ERS FAQ that they continue to update: http://www.efm.ucla.edu/ERS%20FAQs.htm • If you are interested in setting up a meeting with EFM, please email ershelp@research.ucla.edu

  4. Effort Reporting Workgroup Update • Effort Reporting Issue Dates and Deadlines for Certification • Campus Goals for Effort Reporting • Summer and Fall 09 Reports: 100% complete by June 4 deadline • Past Due Reports: 75% complete by September, 95%+ complete by December

  5. Effort Reporting Workgroup Update • Effort Reporting Website • https://ers.ais.ucla.edu/ • ERS Training Modules • http://www.efm.ucla.edu/EffortRpt.htm • For effort reporting assistance or questions: • ershelp@research.ucla.edu • RAPID Closeout Tool for ERS Detail Report (available May 14th) • Link, including instructions, will be distributed to campus via the ORA listserv this week

  6. Effort Reporting Workgroup Update • Team of 19 representatives from Central, ORA, and Campus ORA • Marcia Smith EFM • Evelyn Balabis • Maurice Taylor • Connie Brown • Tsegaye Teshome • Paula Dion ORIS • Gloria Su RPC • Ann Pollack General Accounting • Pixie Ogren Huron • Nate Haines • Sarah Horner • Allison Philabaum Campus Departments • Lilit Amirkhanyan • Veronica Hale • Annette Klufas • Raellen Man • Shannon McGarry • Martha Riemer • Cathy Rujanuruks

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