Electronic Effort Certification 1. Effort Certification Effort Certification is required with receipt of Federal funding. Effort Certification is required.

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Presentation transcript:

Electronic Effort Certification 1

Effort Certification Effort Certification is required with receipt of Federal funding. Effort Certification is required with receipt of Federal funding. If any portion of salary/pay comes from a sponsored project, the entire salary/pay must be certified. If any portion of salary/pay comes from a sponsored project, the entire salary/pay must be certified. Federal Government wants assurance that if they pay an individual, the individual worked on the sponsored project. Federal Government wants assurance that if they pay an individual, the individual worked on the sponsored project. 2

Highlights of e~Certs Increase Efficiency Increase Efficiency Increase Compliance (in an increasing audit environment) Increase Compliance (in an increasing audit environment) Allows Simultaneous Certification Allows Simultaneous Certification Paper Reduction-Printing will be rare Paper Reduction-Printing will be rare System developed internally (external costs ~ $1 Million) System developed internally (external costs ~ $1 Million) Automatic notification Automatic notification Implementation to begin with quarter ending 3/31/11 Implementation to begin with quarter ending 3/31/11 New Online system will be accessed through Banner Self Service New Online system will be accessed through Banner Self Service Automatic digital Storage Automatic digital Storage 3

Effort Reporting Webpage 4

Log into e~Cert System (via AUACCESS) 5 Click Here

Log into e~Cert System (via AUACCESS) 6

7

8

Banner Self Service 9

Principal Investigators & Co-Principal Investigators 3 Ways to certify effort 3 Ways to certify effort a.Individual certification b.Grant certification c.Multiple Grant certification 10

Individual Certification 11

Individual Certification 12 Person’s Information Status for Document Certify Warnings per FOAP line Routing Queues Line Certification

Grant Certification 13

Multiple Grant Certification 14

Multiple Grant Certification 15

End User Benefits of e~Certs Allow Principal Investigators to certify their funds Allow Principal Investigators to certify their funds Allow Department Heads to certify their employees or organizations Allow Department Heads to certify their employees or organizations Allow authorized employees/research personnel to certify their own labor distributions Allow authorized employees/research personnel to certify their own labor distributions Allow authorized departmental administrators to save or certify unrestricted/non-sponsored FOAPs Allow authorized departmental administrators to save or certify unrestricted/non-sponsored FOAPs Allow FYI contacts to view and save reports Allow FYI contacts to view and save reports 16

Monitoring Status 17

Personnel View 18

Basic Labor View 19

Advanced Labor View By Grant 20

Departmental Views Who uses these? Department Heads Department Heads Department Financial Administrators Department Financial Administrators Department PAR Administrators Department PAR Administrators What can they see? Department Actions Department Actions Department Overview Department Overview Department Personnel Views Department Personnel Views Department Sponsored Programs Department Sponsored Programs Department Non-Sponsored Programs Department Non-Sponsored Programs 21

Department Actions 22

Department Overview 23

Department Personnel View 24

Department Sponsored Programs 25

Department Non-Sponsored Programs 26

Request to Unlock A Row Only rows which have been certified are available Only rows which have been certified are available After selecting which rows in a certification need to be unlocked, give a reason After selecting which rows in a certification need to be unlocked, give a reason This now appears under “Awaiting Action” This now appears under “Awaiting Action” Contracts and Grants Accounting will have to approve the request Contracts and Grants Accounting will have to approve the request 27

Request to Unlock A Row Go To Other Tab and select Request a document unlocked 28

Request to Unlock A Row Only rows which have been certified are available 29

Request to Unlock A Row After selecting which rows in a certification need to be unlocked, give a reason 30

Request to Unlock A Row This now appears on the Awaiting Action Tab 31

Request to Unlock A Row Upon Certification, a note is made to the document 32

“SAVE” Options 33 Blue – saved value Yellow – unlocked row Certified Person / Date

Person Search 34

Notification System Automatic notifications to be ed: Automatic notifications to be ed: 1.5 th day after quarter end -PAR Administrators; Dept. Financial Administrators 2.10 th day after quarter end -PI, Co-PI, Faculty, Research Personnel, Dept Head, ADR, Dean’s Contact 3.30 th day after quarter end -PI, Co-PI, Faculty, Research Personnel, PAR Administrator 4.35 th day after quarter end -PI, Co-PI, Faculty, Research Personnel, PAR Administrator, Dept Financial Administrator, Dept Head, ADR, Dean’s Contact, Dean 5.40 th day after quarter end -End of business day: System is closed 35

Consequence of Not Certifying an Effort Report within 40 Days of Quarter End Expense related to the effort recorded on a sponsored or cost share FOP will be transferred to an unrestricted departmental funding source. Expense related to the effort recorded on a sponsored or cost share FOP will be transferred to an unrestricted departmental funding source. 36

Questions? Contact information: Melanie Cosby David Hennessey Effort Certification 37