Maximus, Inc. · NYSE:MMS

Maximus — Technical Presentation (March 2017)

19 slides from Maximus's technical presentation, Mar 14, 2017

  1. Slide 1: Effort Reporting System

    Helping Government Serve the People® Effort Reporting System March 14, 2017 1

  2. Slide 2: Agenda

    Agenda • MAXIMUS • Effort Reporting System Overview  Benefits – Features  ERS Process and Roles • Effort Reporting System Demonstration 2

  3. Slide 3: Established Partner for Government Social Programs

    Established Partner for Government Social Programs • Founded in 1975 and headquartered in Reston, Virginia • Global leader for health and human services programs: ‒ Delivering innovative business process management and technology solutions ‒ Contributing to improved outcomes for citizens and higher

  4. Slide 4: Higher Education Practice

    Higher Education Practice • Established in 1985 (31 years) • Headquartered in Northbrook, IL • Twenty-eight, full time consulting and IT staff • Serves over 200 Colleges & Universities 4

  5. Slide 5: MAXIMUS Higher Education Practice is qualified to provide Research Administration solutions

    The MAXIMUS Higher Education Practice is qualified to provide Institutions with Research Administration solutions to increase internal controls and comply with the Uniform Guidance. 5

  6. Slide 6: Higher Education services overview

    (Eg Effort System GRIS senices | Sponsored Improving uae) (35 oi Enhancement Helping Government Serve the People®

  7. Slide 7: Effort Reporting System Overview

    Effort Reporting System Overview 7

  8. Slide 8: Committed Effort Management

    Committed Certification Effort Management • Pre Review • Plan • Certify • Update • Post Review • Verify 8

  9. Slide 9: ERS Benefits

    ERS Benefits  Encourages Compliance: Mitigates Risk  Disseminates Forms Electronically: Eliminates manual paper forms  Provides efficient tool and structured process for Academic departments, staff, faculty/PI’s  Meaningful and timely Management Reporting functionality for benchmarking and track

  10. Slide 10: ERS-CERT Features

    ERS-CERT Features  Ease of Use for end users (PI’s) – Certify Effort within four (4) “clicks” of the mouse – Single or Multiple Certifiers – Group Certification and or Project Certification – Drill down capabilities – Effort Calculator  Alerts and Notifications – Built-in workflow; automated notif

  11. Slide 11: ERS-CERT Features

    ERS-CERT Features  Labor Cost Transfer Management – Ensures Payroll Charged Remains Aligned with Effort Certified (RCT) – Transact Salary Adjustments in ERS (Cost Transfers)  Access Status of Forms: Management and Delinquent Reporting  Capture and Document Cost Sharing (Accommodates Companion Acc

  12. Slide 12: MAXIMUS ERS Application and Source Data

    MAXIMUS ERS Application and Source Data End Users Source Data Export/Import via Auto Data Scheduler: Flat Files/Back End Py Sele) Effort a Reporting System General Ledger Human Resources & Payroll + —_—_ Award Database and Other Source Data ERS Application Helping Government Serve the People®

  13. Slide 13: ERS Process

    ERS Process Committed Effort - Plan Effort Verify Review Frequently and Compliance or Certify per Report Issues frequency Update Compare Plan/Change Actual Payroll Payroll to Plan 13

  14. Slide 14: ERS-CERT Process

    ERS-CERT Process Pre Post Certify Review Review  Department  Faculty Self  Dept Coordinators Coordinators Certify confirm Review and certification Make Payroll  PIs certify non Changes faculty staff on  Ensure charges their award(s) align with  Auto Email Certification via sent to  Employees

  15. Slide 15: Effort Reporting System Demonstration

    Effort Reporting System Demonstration 15

  16. Slide 16: Source Data Download

    Source Data Download  Employee Profile  Department/Sub Department/Division  Payroll Distribution  Chart of Accounts  Retroactive Salary Adjustments (Cost Transfers), if Cost Transfers are allowed outside of ERS  Optional: ̶ Awards ̶ Proposals 16

  17. Slide 17: A Proven Partner to Government

    A Proven Partner to Government 17

  18. Slide 18: Upcoming Webinars

    Upcoming Webinars • Internal Control: An Introduction • April 25 • 2:00 p.m. EST • Service Center Q&A • May 16 • 2:00 p.m. EST • F&A Rate Extensions: How, Why and What It May Cost You • June 13 • 2:00 p.m. EST • Internal Controls & Communication • June 20 • 2:00 p.m. EST • Moving from Short Form to

  19. Slide 19: Contact details

    Doyle Smith, Business Development [email protected] Phone – 847.687.0368 Inna Gvozdeva, Director [email protected] Phone – 847.513.5515 19

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