Operational Excellence in Effort Reporting Human Resources, Payroll and UCRC Joint Meeting: November 7, 2012 Vision Statement: Implement a compliant, streamlined, electronic effort reporting process that reduces administrative burden.

About the Project 2  Campus and central office research administrators are collaborating to develop an electronic effort reporting process that:  Reduces administrative burden to principal investigators (PIs) and the research support function  Improves compliance through accuracy and education  Campuses represented on the project team:  CNSE  University at Albany  Binghamton University  University at Buffalo  Stony Brook University  Upstate Medical University  SUNY Downstate Medical Center  SUNY ESF  SUNY New Paltz  Buffalo State College

Campus Involvement 3 Campuses not on the Project Team  Project updates during University College Research Council (UCRC) meetings  Fall 2011  Spring 2012  March 2012: Three information sessions held  June 2012: Three introduction sessions held  August and September 2012: Three access sessions held

Training Update 4  PI training curriculum:  Effort Reporting Essentials for PIs  Introduction to the Effort Reporting Electronic Tool  Certify My Effort  Certify My Effort and the Effort of My Staff  Effort Statement Statuses Guidance Document  Glossary of Terms  PI training materials will consist of:  Video simulations  “How To” documents  PowerPoint presentations  Other documents as needed

Training Update 5 PI Training Curriculum  Currently posted on the Operational Excellence in Effort Reporting web page on the RF’s internal Web siteOperational Excellence in Effort Reporting web page  Final content will be posted on the RF’s public Web site  Links to the training materials will be available within ecrt Proxy Certifier Training Curriculum  Certify Effort as a Proxy Certifier  “How to” document Administrator Training Curriculum  Administrator’s guide  Other documents as needed

Policy Update 6 Cost Sharing Policy  Received approval of policy from SUNY System Administration on October 24  Final review and approval by President Killeen and the President’s Council Effort Reporting Policy  Working on draft policy  Will require same review process as cost sharing policy

Next Steps 7  Summer 2012 effort reports should be certified using Oracle  Send your 2013 effort reporting periods of performance to  At least the spring 2013 dates  ecrt environment will be updated soon  We will send you an with additional instructions  Suggestion: Compare your summer 2012 Oracle effort reports to the summer 2012 ecrt effort statements

Summary  Direct questions to: Anne Connolly (518) Liz Piga (518)