1. Operational Excellence in Effort Reporting Conference Call: February 22, 2012 Vision Statement: Implement a compliant, streamlined, electronic effort reporting process by June 2012 that reduces administrative burden.

2. Agenda Topic Project updateAnne Connolly System testing timelineAnne Connolly Understanding the data files in the TEST environment Anne Connolly Demonstration of select test scripts in the TEST environment Marty Bergerson 2

3. System Testing Timeline 3 February 2012 SunMonTuesWedThursFriSat 26272829 March 2012 123 45678910 11121314151617 18192021222324 25262728293031  Information will be sent via e-mail:  Campus log on information  “Understanding the Data” document  Test scripts with instructions  February 29 – March 16  Phase 1 system testing  Static environment  March 14  Next regularly scheduled call  After March 16  New data will be available, e.g., committed effort

4. Campus Support 4  Direct all questions to: effort@rfsuny.orgeffort@rfsuny.org  The staff member below will respond to your questions: CampusCampus Project Team MemberCentral Office Primary Contact CNSEChris WallerCarol Berdar University at AlbanyPaula KaloyerosGarrett Kinne Binghamton UniversityPaul ParkerGarrett Kinne University at BuffaloScott ShurtleffDonna Kiley Stony Brook UniversityAaron RosenblattAnne Connolly SUNY Downstate Medical CenterGary LeipzigCarol Berdar Upstate Medical UniversityGina McMahonMark Abbey SUNY ESFDon ArtzMark Abbey SUNY New PaltzJulie MajakAnne Connolly Buffalo State CollegeLinda DubrawskyDonna Kiley

5. Understanding the Data Files 5 Data FileDescription Department fileThe campus organizational hierarchy Sponsor fileAward types as defined by ecrt: Federal, e.g., National Institutes of Health Nonfederal, e.g., New York State Department of Education Nonsponsored, e.g., other institutional activity (OIA) Award fileSponsored programs information, e.g., award full name, start and end dates, award principal investigator (PI), budget amount, etc. Note: Federal flow-through awards are designated in this file Certifier file PIs: An ecrt script will be run to assign them a role of self-certifier Campus primary effort coordinator: The campus project team lead Payroll fileSUNY monthly and RF biweekly payroll data grouped by award for January 1 – December 31, 2011 (except for confidential payroll data) Commitment fileCommitted effort data will be uploaded to the ecrt TEST environment in mid- to late March

6. Demonstration of Select Test Scripts 6  Script 2.5: “Running the Payroll Report in Pay Period View”  Script 8: “Certifying the Effort Statements Associated to an Individual PI”  Script 12: “Adding an Attachment to the Effort Statement”

7. Summary  Minutes from this meeting will be posted on the Operational Excellence in Effort Reporting Web pageOperational Excellence in Effort Reporting Web page  Direct questions to: Anne Connolly Project Manager anne.connolly@rfsuny.org (518) 434-7240 7