1. Council of Research Associate Deans June 18, 2009

2. Life Cycle of a Sponsored Project Research Overview Research Classification Proposal Preparation Award Conducting Research Award Closeout Source: U of M Guide to Research Compliance

3. Where SFR fits in Award –Joint SPA & SFR Award Setup Team Conducting Research –Interim Financial Invoices & Reports –Payment Application and Accounts Rec Award Closeout –Final Invoices & Reports –Financial System closeout

4. EFS Impact on SFR Responsibilities –Financial Transaction data integrity –Reports Productivity –Currently at anticipated level, however, not at pre PeopleSoft levels yet –Identified fixes/enhancements that will greatly impact SFR productivity

5. EFS Impact on SFR Enhancements & Priority –Several enhancements that will impact invoice preparation & generation (July/Aug) –SFR Management Oversight Reports (July/Aug) –Sponsored Statements (July)

6. Issues System specific –System performance –HRMS & module integration Module specific –G/L Financial Transaction data integrity Working through scenarios Reframing how to approach journal entries

7. Questions Sue Paulson –spaul@umn.eduspaul@umn.edu –612-624-5007