1. Launching Online FECs! Agenda Report out from Beta testing Walkthrough revised FEC process Review system features Preview the online & print FEC Discuss training approach & opportunities

2. Beta Testing Process/Outcomes Jan 27 – Feb 24 test period 40 beta tester groups: – 21 quarterly reporters – 19 semi-annual reporters Reported & fixed bugs (20) System enhancement requests (30+) – Being prioritized by the UTG/PIT User Task Group Process Improvement Team Jan 27 – Feb 24 test period 40 beta tester groups: – 21 quarterly reporters – 19 semi-annual reporters Reported & fixed bugs (20) System enhancement requests (30+) – Being prioritized by the UTG/PIT User Task Group Process Improvement Team

3. Arts & Sciences Anthropology Astronomy Biology Chemistry Linguistics Mathematics Psychology Political Science Sociology College of the Environment Atmospheric Sciences Oceanography Aquatic & Fishery Science Dentistry Pediatric Dentistry Arts & Sciences Anthropology Astronomy Biology Chemistry Linguistics Mathematics Psychology Political Science Sociology College of the Environment Atmospheric Sciences Oceanography Aquatic & Fishery Science Dentistry Pediatric Dentistry Schools/Departments That Tested Engineering Bioengineering Computer Science & Engineering Electrical Engineering Human Centered Design Nursing Biobehavioral Nursing Pharmacy Pharmaceutics Public Health Env. & Occupational Health Epidemiology Small Schools/Other Appliled Physics Lab College of Education Evans School iSchool School of Social Work School of Medicine Dept. of Medicine Division of Oncology Gastroenterology General Internal Medicine Genome Science Hematology Immunology Laboratory Medicine Physiology & Biophysics Radiology Surgery Urology

4. FEC Process* Coordinators Login to Review FECs Coordinators Print NEW FEC Report MAA Emails FEC Coordinators Check Status Using MAA Web Page (optional) Coordinators Mail Reports to MAA Faculty Confirm/Sign NEW FEC Report *new process will go into effect after eFECS launches in 2010 New! FEC Process

5. Screen Navigation Faculty who must certify Uses Org Codes included in ASTRA Detailed transaction view including salary transfers and clinical salary info Individual and batch print capabilities New form design (horizontal layout) Screen 1: My Faculty List Screen 2: Online FEC Screen 3: Official FEC Print

6. Faculty Effort Report – John Longsmith John Longsmith longsm 123-546-921 Link to Online Help Compensation Distribution (Direct Charged Effort) Committed Cost Share Embedded Salary Cap Salary Source(s) Total Effort by Budget Screen Navigation Viewing an Online FEC

7. Expanded Details Expanded Transaction Details Shows Earn Type Salary Transfers Identified by TX

8. Official Print FEC

9. Training Approach Target audience – Administrators and FEC Coordinators Classroom Training* Lecture Style 1 hour session includes system overview/demo and Q & A Hands-on (in computer lab) 1 ½ hour session includes system overview/demo, guided activities using the live system and Q & A *Management Accounting & Analysis will be present at each classroom training, to answer compliance related questions e-Learning Tutorials and additional resources. Intro to eFECS (5-10 mins) Astra access, roles and actions (5 mins) How effort is calculated Anatomy of an Online FEC Navigating the Printed FEC eFECS Online Effort Quick Start Guide Faculty Toolkit

10. Training Objectives Introduce eFECS system Illustrate FEC's role in Grant life cycle Demonstrate system capabilities and features Navigate/Interpret/Print FEC’s How to make adjustments to FEC reports Locate important resources ASTRA description and roles

11. Preparing for Training Training begins on April 7 th – watch for the training registration announcement in the March FEC newsletter Prerequisites – Need to be generally familiar with FEC process & compliance requirements – ASTRA Access must be granted for ‘hands-on’ style classes Have questions? Email efecshelp@uw.eduefecshelp@uw.edu

12. Timeline JanFebMarAprMayJuneJulyAug Beta Testing Pre-Launch Communications System goes ‘LIVE’ -April 8, 2010** Training for Quarterly reporters Training For Semi-Annual reporters Quarterly FECs Due -MAA will announce due date 8th