Effort Reporting System

All effort reports are now being processed electronically using the web-based effort reporting system (ERS).  

As of Sept. 2023, BC has replaced the Time and Effort Reports (T&E's) with ERS Forms which will be processed electronically using the web-based BC-Maximus ERS (Effort Reporting System). 

The web-based effort reporting system is used to certify that salaries charged, or cost shared to sponsored awards, reasonably reflect the individual’s share of total effort dedicated to a sponsored award.

BC-OSP issued the Effort Reporting Policy in 2009. The purpose of this policy is to document university requirements for ensuring that salaries charged to sponsored awards are based on the records that reasonably reflect the work performed; effort and salary costs charged to a sponsored award are certified by an award's Principal Investigator (PI) accurately and timely; and effort certifications comply with sponsor requirements, any  regulations (Federal or otherwise), and BC policies. The Effort Reporting Policy was most recently revised Sept. 2023.

 

Effort Reporting System Schedule

TIME FRAME

ACTIVITIES

January 8, 2024
ERS Forms released to employees assigned the ERS Role of Pre Review
January 8-January 26, 2024
Pre Review Period: Window for department staff to review ERS Forms (perform Pre Review in ERS) and process any needed ERS CT/LR
January 29, 2024
Global Release of ERS Forms to all Certifiers if ERS Forms were not already released by the department staff after their completion of Pre Review
January 29-February 16, 2024Certify Period: Window for ERS Forms to be certified
and for a Certify to approve any ERS CT/LR
February 18, 2024Extension of Certify Period
March 24, 2024Revised Fall23 end of Certify Period

TIME FRAME

ACTIVITIES

September 11, 2023
ERS Forms released to employees assigned the ERS Role of Pre Review
September 11 – September 22, 2023Pre Review Period: Window for department staff to review ERS Forms (perform Pre Review in ERS)
September 29, 2023Extension of time for Pre Review Period due to system's first rollout
October 2, 2023Global Release of ERS Forms to all Certifiers if ERS Forms were not already released by the department staff after their completion of Pre Review
October 2-October 13, 2023Certify Period: Window for ERS Forms to be certified
October 27, 2023Extension of time for Certify Period due to system's first rollout
November 17, 2023Second Extension of time for Certify Period due to system's first rollout
Devember 1, 2023Certification deadline for Summer 2023 ERS Forms
Devember 4, 2023Delinquent emails will be sent automatically from ERS until all ERS Form are certified