Research Administrators Forum February 13th, 2014

Marcia Smith Associate Vice Chancellor for Research

Agenda • Welcome and Announcements Marcia Smith

• ORA Annual Report Highlights Rory Constancio

• New and Enhanced Tools at ORA Resource Center Jackson Jeng

Enhanced Award Status and Snapshot Report (ASSR) New Award Data Download Tool (ADDT) PI Portal Update

Animal Research Committee and Institutional Biosafety Committee Updates Jennifer Perkins

• NIH Salary Cap, FDP Updates and other Contract and Grant Administration Updates Patti Manheim

• Effort Reporting Status Connie Brown

• Questions and Discussion

Highlights of ORA FY 2013 Annual Report of Proposals & Awards

Rory Constancio Director, Office of Research Data Management

Highlights

• Proposal Counts & Dollars FY12 & FY13

• Proposal Counts & Dollars by Campus Org.

• Anticipated/Committed Dollars to FY 2018

• Awarded Dollars 10-Year Overview

• Awarded Dollars by Campus Org.

• General Campus and Health Science Focus

• Awarded Dollars by Sponsor Type FY12 & FY13

New

Never Before Available

Proposal Counts and Requested Dollars, FY 2012 & FY 2013

4,780 4,916

$3.18 $3.25

$0.00

$0.50

$1.00

$1.50

$2.00

$2.50

$3.00

$3.50

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

4,500

5,000

5,500

Proposal Counts Requested Dollars

Billions

Proposal Type Counts FY 2012 FY 2013

New 4,155 3,980

Resubmission – New 249 255

Competitive Renewal 136 155

Supplement 238 507

Other Proposal Type 2 19

Total 4,780 4,916

Proposal Type Dollars FY 2012 FY 2013

New 2,485,322,976 2,407,445,786

Resubmission – New 339,135,344 312,400,402

Competitive Renewal 330,330,779 346,121,907

Supplement 28,500,763 169,300,879

Other Proposal Type 495,262 11,011,816

Total 3,183,785,124 3,246,280,790

Proposal Counts and Requested Dollars by Campus Organization, FY 2012 & FY 2013

Proposal Counts Requested Dollars

FY 2012 FY 2013 FY 2012 FY 2013

CAMPUS TOTAL 4,780 4,916 3,183,785,124 3,246,280,790 ADMINISTRATIVE VICE CHANCELLOR 4 5 495,498 2,333,883 BASIC BIOMEDICAL SCIENCES 96 95 94,552,198 86,867,588 BROAD STEM CELL RESEARCH CENTER 3 4 4,377,293 24,523,942 CALIFORNIA NANOSYSTEMS INSTITUTE 25 34 39,650,976 42,930,143 CHANCELLOR'S ORGANIZATION 1 1 173,466 156,000 CONTINUING EDUCATION 3 7 3,349,570 1,025,840 DENTISTRY 99 97 130,070,749 84,663,197 EDUCATION & INFO STUDIES 102 102 48,688,099 47,543,509 ENGINEERING & APPLIED SCIENCE 507 524 290,815,087 304,576,329 GRAD SCHOOL OF MANAGEMENT 6 10 1,857,389 1,651,235 INSTITUTE OF AMERICAN CULTURES 8 4 2,268,883 470,899 INTERCOLLEGIATE ATHLETICS 1 100,008 INTERNATIONAL INSTITUTE 25 16 7,019,658 2,207,132 LETTERS & SCIENCE 1,155 1,130 536,369,146 563,389,893 LUSKIN SCHOOL OF PUBLIC AFFAIRS 43 68 13,219,078 24,405,545 MEDICAL CENTER 4 7 2,286,799 1,270,000 MEDICINE 1,828 2,019 1,400,823,727 1,474,578,632 NEUROPSYCHIATRIC HOSPITAL 1 14,967 NEUROPSYCHIATRIC INSTITUTE 436 390 433,010,143 328,221,871 OFFICE OF INFORMATION TECHNOLOGY 5 3 2,819,285 4,236,440 SCHOOL OF ARTS & ARCHITECTURE 29 49 2,376,073 4,008,888 SCHOOL OF LAW 21 17 3,236,790 4,248,222 SCHOOL OF NURSING 85 63 81,523,889 49,597,114 SCHOOL OF THEATER, FILM & TELEVISION 22 13 5,075,862 3,694,145 UCLA FIELDING SCHOOL OF PUBLIC HEALTH 206 217 72,656,688 185,438,589 UNIVERSITY LIBRARY 5 12 164,663 1,183,750 VC GRADUATE PROGRAMS 4 9 1,215,550 1,685,737 VC RESEARCH 50 1 5,057,429 17,500

VC STUDENT AFFAIRS 8 17 631,136 1,239,792

Awarded, Expended, and Anticipated/Committed Dollars by Direct and F & A, FY 2009 to FY 2018

$780.4 $834.7 $847.4

$798.2

$716.0

$355.4

$185.9

$211.3 $230.2

$213.6

$177.6

$80.0

$673.6

$750.9 $738.9 $747.9 $723.5

$364.8

$164.3

$183.2 $193.9 $190.7 $184.3

$89.7

$59.7 $2.9

$126.3

$236.9

$136.2 $76.5

$25.4

$40.9

$68.9

$42.3

$22.3

$7.4 $0.0

$100.0

$200.0

$300.0

$400.0

$500.0

$600.0

$700.0

$800.0

$900.0

$1,000.0

$1,100.0

Mill

ions

Awarded Direct Awarded F & A Expended Direct Expended F & A

Awards In Process Direct Awards In Process F & A Anticipated/Committed Direct Anticipated/Committed F & A

FY 2014 through Q2 Combined Awards: $665.2

Awarded: $435.4 Expended: $454.4

As of December 31, 2013, the breakdown of

Anticipated/Committed to UCLA consists of:

$605.0 Million Direct Costs

$183.2 Million F & A Costs

$788.2 Million Total Costs*

*Total includes $3.0 M for FY 2019 and $2.0 M for FY 2020

Research Awarded Dollars, FY 2004 to FY 2013

$755.0

$821.3

$717.9

$913.9 $889.3

$966.3

$1,046.0

$1,077.6

$1,011.8

$893.6

$0.0

$100.0

$200.0

$300.0

$400.0

$500.0

$600.0

$700.0

$800.0

$900.0

$1,000.0

$1,100.0

FY 2004 FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013

Mill

ions

Research Awards by Campus Organization, FY 2012 & FY 2013 Quarter 1 Quarter 2 Quarter 3 Quarter 4 Fiscal Year Cumulative

FY 2012 FY 2013 FY 2012 FY 2013 FY 2012 FY 2013 FY 2012 FY 2013 FY 2012 FY 2013

CAMPUS TOTAL 284,969,582 238,134,282 228,375,964 167,010,211 192,616,966 187,132,829 305,845,519 301,325,994 1,011,808,031 893,603,316

ADMINISTRATIVE VICE CHANCELLOR - 279,955 185,460 205,308 447,701 86,000 54,375 - 687,536 571,263

BASIC BIOMEDICAL SCIENCES 7,005,523 945,747 2,821,381 1,107,539 6,114,359 5,426,368 9,577,092 7,772,462 25,518,355 15,252,116

BROAD STEM CELL RESEARCH CTR. 811,641 - 25,738 100,000 287,498 329,600 1,350,200 1,350,200 2,475,077 1,779,800

CALIFORNIA NANOSYSTEMS INST. 6,594,500 5,558,573 2,915,516 601,561 921,493 3,215,003 3,364,360 356,024 13,795,869 9,731,161

CHANCELLOR'S ORGANIZATION - - - - - - 173,466 (53,275) 173,466 (53,275)

CONTINUING EDUCATION 38,496 - - 424,267 435,281 - 33,000 - 506,777 424,267

DENTISTRY 4,468,072 5,690,496 1,564,901 8,080,300 2,703,839 6,175,123 4,951,121 7,788,545 13,687,933 27,734,464

EDUCATION & INFORMATION STUDIES 5,584,907 1,698,214 8,511,566 3,581,528 3,892,578 2,934,627 2,137,564 3,533,834 20,126,615 11,748,203

ENGINEERING & APPLIED SCIENCES 28,293,400 21,691,919 23,396,951 13,288,697 21,527,274 22,807,227 16,887,313 15,465,288 90,104,938 73,253,131

GRAD SCHOOL OF MANAGEMENT 3,753 171,682 350,000 1,021,682 233,041 179,240 35,171 48,397 621,965 1,421,001

INSTITUTE OF AMERICAN CULTURES - - 750 - - 8,000 320,500 210,000 321,250 218,000

INTERNATIONAL INSTITUTE 1,459,146 843,565 130,426 1,399,530 315,179 650,038 2,618,245 1,552,724 4,522,996 4,445,857

LETTERS & SCIENCE 57,795,238 36,246,891 35,348,488 24,945,926 33,065,309 35,296,337 51,949,019 51,841,470 178,158,054 148,330,624

MEDICAL CENTER 129,247 362,564 312,347 12,900 350,406 100,000 - 268,446 792,000 743,910

MEDICINE 126,366,716 127,124,759 121,276,421 68,176,084 93,126,649 72,199,869 135,588,283 138,651,728 476,358,069 406,152,440

NEUROPSYCHIATRIC INSTITUTE 29,613,887 25,354,684 15,872,385 24,914,177 18,752,467 17,774,857 40,518,906 51,144,160 104,757,645 119,187,878

OFFICE OF INFORMATION TECH. - - - 100,000 - - 296,778 94,811 296,778 194,811

SCHOOL OF ARTS & ARCHITECTURE 706,269 843,291 285,000 875,757 147,646 83,000 301,500 798,131 1,440,415 2,600,179

SCHOOL OF LAW 96,859 86,491 409,082 263,868 1,781,393 119,669 360,000 834,055 2,647,334 1,304,083

SCHOOL OF NURSING 855,983 725,047 504,210 1,855,265 732,047 789,312 7,134,549 2,972,251 9,226,789 6,341,875

SCHOOL OF PUBLIC AFFAIRS 1,427,613 3,421,847 560,481 1,172,261 1,534,819 3,892,306 1,822,917 2,923,219 5,345,830 11,409,633

SCHOOL OF THEATER, FILM & TV 120,944 311,330 378,364 45,284 30,100 1,478,600 1,344,752 223,665 1,874,160 2,058,879

UCLA FIELDING SCH. OF PUB. HEALTH 12,196,526 4,502,897 12,487,006 13,770,620 6,109,912 10,580,820 16,189,407 11,506,051 46,982,851 40,360,388

UNIVERSITY LIBRARY 322,918 - 755,016 228,124 44,000 - 1,116,165 1,083,701 2,238,099 1,311,825

VC GRADUATE PROGRAMS 1,053,944 1,731,750 284,475 829,533 43,975 2,990,500 2,296,017 273,208 3,678,411 5,824,991

VC RESEARCH - - - - - - 5,100,000 300,000 5,100,000 300,000

VC STUDENT AFFAIRS 24,000 542,580 - 10,000 20,000 16,333 324,819 386,899 368,819 955,812

VC MEDICAL SCIENCES - - - - - - - - - -

Awarded Dollars for Various General Campus and Health Sciences Areas, FY 2013

School of Medicine

Letters & Science

Neuropsychiatric Institute

Engineering & Applied Science

Fielding School of Public Health

Other Health Sciences Areas Other General

Campus Areas

Administrative Areas

Basic Biomedical Sciences

$15.3 M, 29.4%

Broad Stem Cell Research

Center $1.8 M, 3.4%

School of Dentistry

$27.7 M, 53.5%

Medical Center $0.74 M, 1.4%

School of Nursing

$6.3 M, 12.2%

California Nanosystems

Institute $9.7 M, 24.2%

Education & Info. Studies

$11.7 M, 29.2%

Grad. School of Management $1.4 M, 3.5%

School of Arts & Architecture $2.6 M, 6.5%

School of Law $1.3 M, 3.2%

School of Public Affairs

$11.4 M, 28.3%

School of Theater, Film, &

Television $2.1 M, 5.1%

Awarded Dollars by Sponsor Type, FY 2012 & FY 2013

$674.3

$92.1 $84.6 $67.6 $67.5

$25.7

$538.5

$78.8 $103.0

$68.6 $72.5

$32.3

$0.0

$100.0

$200.0

$300.0

$400.0

$500.0

$600.0

$700.0

$800.0

$ Millions FY 2012 FY 2013

Between Fiscal Years 2012 and 2013, awards from Federal sources decreased from $674 M to $539 M. During this same period, awards from most other sources increased.

Federal Agency Sponsors for FY 2013

Notables: NIH 62.4% Dept. of Defense 7.8% NSF 11.3%

DHHS only

$26.8 M, 5.0%

NIH $336.3 M, 62.4%

NSF $60.9 M, 11.3%

NASA $13.7 M, 2.5%

USDOC $0.89 M, 0.2%

USDOD $42.3 M, 7.8%

USDOE $22.4 M, 4.2%

DOED $5.8 M, 1.1% OTHER FED

$29.5 M, 5.5%

Award Counts & Transactions, FY 2012 & FY 2013

FY 2012 Totals FY 2013 Totals

Award Type Distinct Award Count

Award Transactions

Awarded Dollars

Distinct Award Count

Award Transactions

Awarded Dollars

OVERALL TOTAL 4,475 5,994 1,011,808,031 4,167 5,194 893,603,316

CONTRACT 878 1,087 213,072,224 894 1,073 219,902,145

COOPERATIVE AGREEMENT 88 178 91,342,729 82 119 89,243,509

GRANT 2,526 3,378 597,621,359 2,222 2,769 479,285,958

SUBCONTRACT 359 536 44,485,741 359 479 45,680,360

SUBGRANT 624 815 65,285,978 610 754 59,491,344

ORA Online Resource Center (Portal)

Update

Research Administrators Forum February 13, 2014

Award Status and Snapshot Report (ASSR) • Improved UI/UX • New search filters • More logical groupings • Refine search quickly

Award Data Download Tool (ADDT) • Self-service data delivery • Official award counts and dollars • Dept. analysis and custom reporting • Simple user interface

Live Demo http://portal.research.ucla.edu/

Questions or Feedback?

portal@research.ucla.edu

PI Portal Update

Research Administrators Forum February 13, 2014

PI Portal

• Designed by PI for PI • Meet PI’s data delivery needs • Personalized, web-based portal • Continuing feedback from RAPID

Faculty Advisory Committee (FAC)

PI Portal Usage Stats

• 1100+ unique PIs have logged in • 850+ unique administrators have logged in

228 226

391

316 307 310

431

339 335

239 216

341

149

229

749

317

380 381

474

308 331

214

269 294

94 99

199

125 125 143

182

118 104 98 77

107

63 77

153

80 115

90 97 69 80 64 61

82

0

100

200

300

400

500

600

700

800

Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13 Sep-13 Oct-13 Nov-13 Dec-13 Jan-14

PI Portal Monthly PI and Administrator Visits

# of PI Visits

# of Administrator Visits

# of Unique PIs

# of Unique Administrators

Active PIs By Org.

33.73%

31.36%

18.34%

5.33%

2.96%

2.37% 1.78%

1.78% 1.78%

0.59%

MEDICINE

LETTERS AND SCIENCE

ENGINEERING & APPLIEDSCIENCEUCLA FIELDING SCHOOL OFPUBLIC HEALTHEDUCATION & INFO STUDIES

DENTISTRY

BASIC BIOMEDICAL SCIENCES

LUSKIN SCHOOL OF PUBLICAFFAIRSSCHOOL OF NURSING

NEUROPSYCHIATRICINSTITUTE

Top 10 Most Active PIs PI Department Visits Latest

WANG, DANNY J NEUROLOGY 682 2/3/14

BERCHEM, JEAN INST OF GEOPHYSICS & PLANETARY PHYSICS 304 1/31/14

ZHANG, ZHAOYAN SURGERY-HEAD & NECK 244 2/3/14

SHATTUCK, DAVID NEUROLOGY-LONI 227 2/3/14

RODRIGUEZ, HECTOR HEALTH POLICY AND MANAGEMENT 163 11/8/13

MAHENDRA, SHAILY CIVIL & ENVIRONMENTAL ENGINEERING 157 2/1/14

JIANG, HONG-WEN PHYSICS & ASTRONOMY 155 1/28/14

MILLSTEIN, TODD D COMPUTER SCIENCE 151 2/2/14

BATALIN, MAXIM INSTITUTE FOR TECHNOLOGY ADVANCEMENT 150 1/31/14

LEE, MIN DENTISTRY 137 1/15/14

Active Administrators

52.83%

16.98%

7.55%

5.66%

5.66%

3.77% 3.77%

1.89% 1.89% MEDICINE

ENGINEERING & APPLIED SCIENCE

NEUROPSYCHIATRIC INSTITUTE

LETTERS AND SCIENCE

BASIC BIOMEDICAL SCIENCES

EXTERNAL AFFAIRS

EDUCATION & INFO STUDIES

UC OFFICE OF THE PRESIDENT

CALIFORNIA NANOSYSTEMSINSTITUTE

Top 10 Active Administrators Administrator Department Visits Latest

LAU, SIM-LIN CIVIL & ENVIRONMENTAL ENGINEERING 190 1/30/14

CHUNG, HOLLY SURGERY-GENERAL 98 1/19/14

GUERRERO, MARIA CHEMICAL ENGINEERING 92 1/21/14

MULVIHILL, KAORU COMPUTER SCIENCE 89 1/10/14

HUYNH, TUONG CTR FOR ENVTL IMPACTS OF NANOTECHNOLOGY 51 1/23/14

OLSON, MARY NEUROPSYCHIATRIC INSTITUTE 51 1/28/14

WONG, TRACEY NEUROLOGY-ADMINISTRATION 41 1/22/14

NOVORR, TERRY BRAIN RESEARCH INSTITUTE 37 7/2/13

MAN, RAELLEN MEDICINE-DEPT ADMINISTRATION 33 10/2/13

LIM, HWEE PSYCHOLOGY 32 1/27/14

New Features

• My Proposals: Real-time status, final proposal package, Other Supports report.

• My eDGE Disclosures: PHS COI disclosure status and

training requirement.

• My Inventions: Patent application status, Invention portfolio.

• My Deliverables: Non-financial deliverables, past due alerts, communication with OCGA.

• My Home: Updated dashboard; Notifications; Links to other systems.

Live Demo http://piportal.research.ucla.edu

PI Portal Applause & Interest

Special thanks to the Faculty Advisory Committee for their contributions!

• “…[We] identify peer best practices in development and delivery of data and associated functionality to PIs and RAs…. UCLA PI Portal effectively meet the vast majority of [our] PI data delivery needs.” – Cornell, February 2014

• “We’ve reviewed the PI Portals of several universities and like UCLA’s the best. We’re serious about moving forward with scoping and staffing. Would you be willing to sell us the framework?” – Notre Dame, January 2014

Questions or Feedback? RapidFeedback@research.ucla.edu

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ORA Online Resource Center (Portal) Award Status and Snapshot Report

Enhancements

Research Administrators Forum February 13, 2014

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Research Administrators Forum February 13, 2014

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Patti Manheim - Director February 13, 2014

Today’s Topics

• NIH Fiscal Operations for FY 2014 • Updates from the January 2014 FDP Meeting • Other OCGA Updates

NIH Fiscal Operations for FY2014

• NIH Budget $30.15 billon Increase of $1 billion over FY2013

• FY2014 Non-competing continuations Awards already issued at reduced levels, may be

partially or fully restored, depending on the institute/center Awards to be issued may be reduced up to 3% below

previously committed levels Out year commitments for FY2015 and beyond remain

unchanged Institutes and Centers will be posting their fiscal

policies • See NOT-OD-14-055

NIH Fiscal Operations for FY2014

• FY2014 NRSA Awards Stipend levels increased by 2% 2014 awards that were issued at 2012 level will be

revised to adjust stipends to 2014 levels Appointments made at 2012 levels will need to be

amended in xTrain once the award adjustment is made See NOT-OD-14-055 and NOT-OD-14-046

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NIH • Still operating under continuing resolution. • Salary cap increase, effective 1/12/14 • For FY14 (October 1, 2014 – September 30,

2015) Salary earned: 10/1/13 – 1/11/14 capped at

$179,700 Salary earned: 1/12/14 – 9/30/14 capped at

$181,500 • See NOT-OD-12-043

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NIH • Payment Management System Subaccounts: FY14 – Transition of all awards with new

document numbers (Types 1, 2, 4, 6, 7, and 9) FY15 – transition of continuing awards (Types 5 &

8) Administrative supplements will be awarded to the

same type of account (subaccount or pooled) as the parent award Carryover authority will not change

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NIH • Grants Policy Statement revised 10/01/13 Does not introduce any new material. Clarifies certain policies. See NOT-OD-14-001

• New HHS Closeout Requirements Proposed implementation date: 10/01/14 No change to 90 day requirement to submit closeout documents New Revised financial reports no later than 6 months from due date of

original report 270 requirement for agency to complete entire closeout process

Stay Tuned for Further Updates!

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NIH • RPPR for non-SNAP Awards: Pilot ended February 1, 2014 Anticipate required use for all grantees August 1,

2014 • RPPR for Multi-Year Funded Awards: Required for progress reports submitted on/after

Janaury 31, 2014 See NOT-OD-14-026

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NIH • Effective with due dates on/after January 25,

2014 F, K, T, and D applications require use of Adobe Forms C. If prepared in S2S Grants using Adobe Forms B,

use Copy/Transform functionality

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NSF • New Proposal and Awards Prolicies and Procedures

Guide (PAPPG) Released November 2013 Effective for proposals submitted/due on/after

February 24, 2014 • Changes include: Project Summary Formatting Participant Support Guidance on Visa Costs Conferences, Symposia and Workshops Project Reporting – Not Cumulative

Federal Demonstration Partnership (FDP) Updates

Federal Agency Updates – NASA • New Proposer’s Guidebook due for release

January 31, 2014* http://www.hq.nasa.gov/office/procurement/nragui

debook/ *still waiting

Federal Demonstration Partnership (FDP) Updates

• Meeting Agendas and Presentations available at: http://sites.nationalacademies.org/PGA/fdp/PGA_051651

• UCLA FDP participants: Kim Duiker kduiker@research.ucla.edu Sharon Lam slam@research.ucla.edu Cindy Gilbert cgilbert@research.ucla.edu

EPASS – Section 2

EPASS – Section 6

NIH Modular Budgets • OCGA will not ask for, look for, or review detailed budgets for NIH modular applications.

• While detailed budgets are not required by NIH they are important to have when calculating F&A cost base, writing justifications, and for audit purposes

• PIs/Departments are required to ensure that all costs charged are in accordance with applicable cost principles NIH Grants Policy Statement legislatively imposed restrictions (e.g., salary cap)

Why did OCGA Deny my RAS?

• Requests for Authorization to Spend (RAS) are processed in accordance with UCLA Policy 920

• AVC Marcia Smith is currently reviewing the policy

Why did OCGA Deny my RAS? • The same issues that prevent OCGA from

accepting an award will prevent OCGA from approving a RAS Human/animal subjects without IRB/ARC approval COI disclosure and/or reporting requirements not

met (EDGE, 740, 700) Sponsor imposed restrictions on spending prior to

full execution of agreement No Coverage Analysis Missing/Incomplete EPASS Missing PI Exception Lack of Vital Interest Waiver

Staffing Updates • Records Management Yushan Lin - Specialist

• Proposal Intake Jennifer Caldejon – Analyst Gerald Gamble – Specialist Magaly Chavez – Specialist

• Award Intake Jaimie To – Specialist

• Outgoing Subawards Elizabeth Serrano – Work Study

Staffing Updates • Grants and Cooperative Agreements EnJunaya Canton – Senior Analyst Ghazaleh Nourparvar – Specialist Jenelle Bossett – Specialist

• Subawards and Contracts Kristin Lund – Officer Johnny Kidd – Officer (beginning March 3) Jeffrey Alonzo - Specialist

Connie Brown

Sr. Administrative Analyst Effort Reporting

February 13, 2014

Effort Reporting Statistics

• As of 2/13/14 UCLA’s Campus Rate (Spring’06 - Summer’13)

98% Certified

On-time Certification for Spring & Summer 2013 February 7th deadline 82% Certified

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Certification Rates by Organizations

Where Are You?

Effort Reporting Crusade

2/7/14

11/14/13

Phase 1

Phase 2

Phase 1

Phase 2

55 Open

48 Open

Did you know? In ERS… Payroll transfers processed after the effort report has been

certified will “open-reissue” effort reports. Column “B” must be adjusted to match column “A” before the report is recertified

Negative percent (%) is usually a duplicate payroll transfer resulting

in a credit transaction and must be corrected in Payroll before the effort report can be certified To access ERS from off-campus the user must create a Bruin

Online VPN ERS notifications are sent to Coordinators or anyone signed up

through the ERS Listserv

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ERS Announcements Fall 2013 and Winter 2014 reports will be released in April ERS Version 10.10 Upgrade will be part of the next release Version and status included on the ERS Payroll Detail Ability to remove “Preliminary Review” flag after report is certified 9/9 Summer (ACR) will default to 9/12 Academics ERS Training Course Date: Tuesday, March 25th

Time: 9:00 a.m. - 3:00 p.m. Place: Wilshire Center (Sign-up through LMS)

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ERS Support

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• Outreach Support • Help Desk: ershelp@research.ucla.edu Connie Brown Leticia Calderon

Q&A

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“SEE YOU AT 100%!!!”