1. Tips and Tricks on Faculty Cost-Shared Effort lookup & calculation using ERS
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements

2. Cost Share Calculation Frequently asked question:
Why 25% = 18.75% ?
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements

3. Because the effort is “weighted”
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements

4. “Weighted” how? “Weighted” what?
Paid effort (%)
is multiplied by a
Base salary pay factor
In most cases this factor is 1
But faculty appointments are special!
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements

5. Example:
Faculty Base Salary is (1/9): $ 10,000
Academic year salary is (1/12): $ 7,500
Factor: 7,500/ 10,000 = 0.75 = 75%
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
Base salary pay (BSP) factor
BSP factor 75%

6. Faculty cost shared effort lookup
CASE STUDY
Faculty cost shared effort lookup
using
ERS System
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements

7. Payroll Detail Screen:
1. ERS shows cost-shared effort separated by CF1
Run a quick check…
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
2. ERS shows total weighted effort for the reporting period (6.3421% )
3. ERS converts Paid % into Weighted % used in effort calculation
4. ERS gives an easy way to calculate cost shared effort over reporting period:
0.1875*6/6.3421= ~18%

8. Payroll Detail Screen:
1. ERS shows cost shared effort separated by CF1
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
All cost shared effort should carry a CF1 starting with “2”
in our case

9. Payroll Detail Screen:
2. ERS shows total weighted effort for 6 mos. reporting period
ERS adds up effort and calculates a weighted Total
in our case
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements

10. Payroll Detail Screen:
3. ERS converts Paid % into Weighted %
Derived % helps in this conversion
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
25% paid effort becomes weighted effort
HOW?
With a magic of a BSP factor 75%:
25% x 75% = %

11. Cost Share Calculation over one month
Why 25% becomes 18.75%
BSP factor 75% has to do with it
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
25% x 75% = %
Mystery solved!

12. Payroll Detail Screen:
4. ERS gives an easy way to calculate
cost shared effort over the reporting period 1 2
Step 1: Add weighted cost-shared effort
x 6= 1.125
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
Step 2: Divide cost-shared weighted effort
by Total weighted effort
1.125 ÷ = = ~18%

13. Cost Share Calculation over the reporting period
Is as simple as and 1 2
(25% x BSP 75% ) x ÷ = ~18%
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
Total Cost-shared effort div. by Total effort

14. Payroll Detail Screen:
1. ERS shows cost-shared effort separated by CF1
Run a quick check…
Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements
2. ERS shows total weighted effort for the reporting period (6.3421% )
3. ERS converts Paid % into Weighted % used in effort calculation
4. ERS gives an easy way to calculate cost shared effort over reporting period:
0.1875*6/6.3421= ~18%

15. Questions? Objectives for this training:
Review what has changed, and what has not changed, in the closeout procedures
Cover how managers can implement best practices to ensure requirements/deadlines are met
Provide managers with the information, tools needed to train their staff
Detail processes that managers may need to review with staff to ensure consistent practice across campus AND compliance with sponsor and university requirements