Effort Reporting

If you manage funds for federally sponsored projects, become familiar with the ElectronicCertification of Effort and Reporting Tool (ECERT).

Effort

All university work — including research, teaching, service, clinical work, and administrative duties — performed by an employee over a defined period of time is the employee's "effort." When UCSD accepts a federally-sponsored project award, a legal obligation is made to certify that the effort required as a condition of the award has actually been completed.

  • The percentage of effort for a project is calculated as follows:
    Average weekly project hours / Average weekly UCSD hours = % project effort
  • Effort reporting is the method of certifying to granting agencies that the required effort has actually been completed. All employee salaries charged directly to federal and federal flow-through funds must be certified according to OMB Circular A-21.
  • Effort reporting is important because salary expenses are the major source of direct charges to federal funds. Improper or incomplete effort reporting can cost the university money in the form of audit disallowances and can jeopardize future federal research funding.
  • UCSD satisfies its effort reporting requirement through an effort reporting tool developed with other UC campuses and the Office of the President. Read about the Electronic Certification of Effort and Reporting Tool (ECERT).
  • Effort reports are required for all personnel paid directly from sponsored projects funded by federal sources, including private and state federal flow-through funds.

Effort reports schedule

Effort reports are available electronically to departments on a quarterly basis as follows:

Months included Reports available Certifications due
January, February, March May 15 July 29
April, May, June August 15 October 28
July, August, September November 15 January 28
October, November, December February 15 April 29

Salary expenses and COA overrides

Effort reports Salary Expenses and Chart of Account (COA) Overrides Data updates processed by departments on a monthly basis will be updated in the Electronic Certification of Effort and Reporting Tool (ECERT) as follows:

Data Month Ledger Close COA Overrides Due ECERT Data Updates Completed
Jan. 2009 2/6/2009 2/4/2009 2/12/2009
Feb. 2009 3/6/2009 3/4/2009 3/12/2009
March 2009 4/3/2009 4/1/2009 4/9/2009
April 2009 5/1/2009 4/29/2009 5/7/2009
May 2009 6/5/2009 6/3/2009 6/11/2009
June 2009 7/10/2009 7/8/2009 7/16/2009
July 2009 8/7/2009 8/5/2009 8/13/2009
Aug. 2009 9/4/2009 9/2/2009 9/11/2009
Sept. 2009 10/2/2009 9/30/2009 10/8/2009
Oct. 2009 11/6/2009 11/4/2009 11/12/2009
Nov. 2009 12/4/2009 12/2/2009 12/10/2009
Dec. 2009 1/9/2010 1/07/2010 1/15/2010