Faculty Effort Training Classes and Materials

 
Classroom Training Opportunities
 
Introduction to Faculty Efforti Certification
Provides a general overview of compliance requirements and the steps necessary to successfully review effort reports. Designed for staff new to effort reporting and as a refresher for more experienced staff. Recommended as a foundation course to be taken before the eFECS Online Certification class. Sponsored by Management Accounting and Analysis.
 
eFECS for FEC Coordinators
This class is designed to provide FEC Coordinators and/or Administrators with a comprehensive demonstration of the eFECS application and how it is used in the certification process. It will take the participant through the various screens available in the eFECS Effort Reportingi system and describe the features available. Completion of the course will also prepare FEC Coordinators to provide guidance to faculty for doing online certification.
 
Faculty Effort Certification, Beyond the Basics Modules
Provides a more in depth review of specific and more complicated effort reporting issues. Sponsored by Management Accounting and Analysis.
  • Modifying an FEC Using Comments and Adjusting Cost Share
  • Modifying an FEC, Changes Outside eFECS and Recertifications
  • Managing Faculty Effort
  • Faculty Effort and Faculty Cost Share, Calculate it Right
  • Salary Limitations - Salary Cap and K Awards
  • Using the Tools - Calculators, Worksheets and Reports

For a full description and to Register for these classes

 
Cost Sharingi Essentials
Provides an overview of the types, sources and documentation requirements of cost sharing, describes the regulatory environment and identifies who is involved and their responsibilities. Sponsored by the Office of Sponsored Programs, Management Accounting and Analysis and Grant and Contract Accounting.
 
Research Administration Learning Program
Research and administration training opportunities. Sponsored by central and campus academic departments.
 
Grant and Contract Fiscal Administration I
Overview of policies, rules, regulations and procedures necessary for post award administration of grant and contract budgets. Sponsored by Grant and Contract Accounting.
 
Grant and Contract Fiscal Administration II
Advanced post award administration of grant and contract budgets. Sponsored by Grant and Contract Accounting.
 
 
 
Suggested Audience: ASTRA Authorizers
 
Designed to provide ASTRA authorizers with an overview of the three ASTRA roles applicable to campus users of eFECS. The eLearning introduces the ASTRA actions that may be assigned to each role and how an authorizer grants campus users access to eFECS. Tutorial runs approximately 5-7 minutes
 
 
Suggested Audience: FEC Coordinators and Administrators
 
This self guided full length eFECS training course is designed to provide FEC Coordinators and/or Administrators with a comprehensive demonstration of the Faculty Effort Certification process using the eFECS application. It also prepares FEC Coordinators to train faculty on how to perform online certification.

Through lecture  and interactive hands-on activities, students will be introduced to system features, be made aware of the FEC business process and be provided with a review of eFECS functionality. The course will cover how to make adjustments to Faculty Effort Certification reports (FECs), how faculty certify their effort electronically and will provide information on additional tools and resources to support and train faculty on electronic certification within eFECS. It is recommended that Introduction to Faculty Effort Certification be taken before this class. Tutorial runs approximately 45 min- 1 hour.

 
Suggested Audience: Faculty certifying effort on FECs
 
An introduction to why FECs are necessary including instructions for certifying effort and basic eFECS navigational tips. Tutorial runs approximately 3-5 minutes.
 
 
Suggested Audience: FEC Coordinators
 
This tutorial introduces staff to cost share adjustments necessary to reflect actual effort performed for commited cost share displayed on the FEC and provides an awareness of the most common types of cost share adjustments. This e-Learning will interactively walk you through making an adjustment to cost shared effort and demonstrates the impact of this adjustment on the FEC. It does not cover cost share adjustments for K awards. Tutorial runs approximately 5-7 minutes.
 
 
Suggested Audience: Department Staff who Work with Cost Share
 
Provides an overview of the eFECS Cost Share Module functionality and explanations of calculations used in determining cost share. Tutorial runs approximately 5-7 minutes.
 
 
Suggested Audience: Faculty and Department and School Administrators, FEC Coordinators
 
Mandatory training provided to faculty in 2005 including overview of key concepts and principles for non-clinical faculty.
 
 
Suggested Audience: Faculty and Department and School Administrators, FEC Coordinators
 
Mandatory training provided to faculty in 2005 including overview of key concepts and principles for clinical faculty.
 
 
 
 
 
 
Provides an overview of the Online FEC with definitions and terms.
 
Provides an overview of the Summary FEC with definitions and terms.
 
Detailed instructions for certifying an FEC, illustrated
 
Provides a basic introduction to the FEC process and eFECS system.
 
Designed for FEC Coordinators and Administrators
 
Designed for faculty to introduce and familiarize them with the eFECS Online Certification process. FEC Coordinators and Administrators may also find these resources useful when working with their faculty.
 
A short slide show to introduce Faculty to eFECS.
 
Template of the notification faculty first receive from eFECS 20 days before FECs should be certified.
 
Instructions for certifying an FEC.
 
Explains how to use MyFD's Transaction Summary Report to access salary transfers for any organization code.
 
 
 
 
Outlines the official policy for effort reporting at UW. 
 
Outlines general information on preparing a grant. See budget section for salaries and cost sharing.
 
Outlines the official UW policy on salary transfers.
 
Outlines official UW guidelines for cost sharing on Grants and Contracts.
 
General information on faculty effort, certification requirements, faculty cost share, retention schedule, links to related information.
 
Provides an overview of cost sharing types, requirements and tools for reporting.
 
Provides up to date grant and contract information by budget enabling campus to better manage awards.
 
Online report that displays the status of required mandatory and committed cost sharing.
 
Decision Support Center Reports (Contact Decision Support for access to these reports)
 
 
 
A-21 (CFR, Part 220) Cost Principles for Educational Institutions (5/10/2004)
Provides the Federal guidelines for effort reporting, Section J.10.Compensation for personal services.
 
A-110 (CFR Title 2, Subtitle A, Chapter II, Part 215http://www.ecfr.gov/cgi-bin/text-idx?c=ecfr&tpl=/ecfrbrowse/Title02/2cfr215_main_02.tpl) Uniform Administrative REquirement for Grants and Other Agreements with Institutions of Higher Education, Hospitals and Other Non-Profit Organizations (11/19/1993)
Provides the Federal guidelines for cost sharing, Section § 215.23 Cost sharing or matching.
 
Criteria for reporting voluntary uncommitted cost sharing.
Summary of salary caps for current and prior years and links to annual notice.
 
Information about NIH Career Development Awards (K Awards).
 
Instructions for deteriming full time effort for faculty with Career Development Awards (K Awards)
 
Policy for reduction of effort on K Awards during last two years of award.
 

 

© 2014 Finance & Facilities, University of Washington     PRIVACYTERMS