Effort Reporting System

2017-18 Key Tasks and Due Dates

certification of effort reports for the period of October 2016 - September 2017

Completed

Due Date

Task

 

Oct 27

Use the DS-324 report to ensure that all awards meet the campus minimum effort requirement (Ref: PPM 330-31) or submit a valid exception to Contracts & Grants Accounting (CGA). 

Go to the Cost Share Tracking System

Learn about Cost Sharing

 Nov 1-9

Default cost share entries will be generated in the Cost Share Tracking System for any awards that do not meet the campus minimum effort requirement (Ref: PPM 330-31) unless an exception was approved.  Default cost share entries will be included on the effort reports.  Account managers will be notified by e-mail if default cost share entries were made on their behalf and they should verify the percentages and accounts for accuracy. 

Go to the Cost Share Tracking System

Learn about Cost Sharing

Nov 1-9

Submit requests to update ERS permissions for new employees or changes in responsibilities; please use the latest forms.

View or Edit Access Request Form

Certification Permission Request Form

Nov 1-9

Ensure visibility of your reports: verify subscriptions to all PI ‘MyCertifications’ and ‘My Projects’ lists; make ‘Saved Searches’ for any miscellaneous employees or accounts; update saved searches for your Emeritus Faculty PIs.

Go to the Effort Reporting System (ERS)

Learn about Effort Reporting

Nov 1-9

Review the 2017 ERS Coordinator Review and Update

Review additional training information as needed.

Learn about Effort Reporting

Nov 1-9

Prepare for meetings with your faculty as needed during the certification period, make appointments now for those hard-to-reach PIs

Nov 13

CGA target date to notify ERS Coordinators that effort reports will be released in two (business) days; Coordinators begin advance review/analysis of reports if needed.

Go to the Effort Reporting System (ERS)

Nov 15

CGA target date to notify PIs that the certification period has begun and certifications must be completed by Jan 29; Coordinators meet with certifiers as needed.

Go to the Effort Reporting System (ERS)

Nov 15 to Jan 29

CGA will send a weekly ERS status report for your unit; Coordinators must follow up as needed to ensure completion of all certifications by January 29, 2018.

Jan 29

Certification period ends; all effort reports must be certified.

Jan 31

Salary expense transfers must be completed to resolve reports with Certified/AdjustReqd status.

Supplemental content

Effort Reporting System Menu