Effort Certification in the Effort Certification in the Kuali Financial SystemKuali Financial System

Office of Research AdministrationIndiana University509 E. 3rd Street

Bloomington, IN 47401-3654

February 2013

Effort Certification in KFSEffort Certification in KFS

The Highlights:

◦Effort Management and Certification

◦Project Director and Fiscal Officer Routing

◦Federal Effort Reports

Effort Management vs. Effort Effort Management vs. Effort CertificationCertification Effort Management should be conducted

throughout the effort period◦ Monthly Account Reconciliation◦ Communication

Effort Certification Documents are intended to certify payroll on sponsored projects

◦ Document changes made when errors in effort allocations are discovered

Effort Certification PoliciesEffort Certification Policies

Effort Recertification◦ Office of Research Administration Cost Exception

Committee Move effort to a cost reimbursable project Recertifications requested after account expiration

Certification Deadline

Effort Certification Documents and Effort Certification Documents and RoutingRouting

Employee1 Employee 2 Employee 3

PI 1- Federal Project 30% 100% 0%

PI 2 - Non-Federal Project 30% 0% 50%

PI 3 - Non-Federal Project 40% 0% 50%

100% 100% 100%

Employee Effort Report Created? Yes Yes NoPI included in Routing? PI1 PI1 None

The KFS Effort Certification DocumentThe KFS Effort Certification Document

Effort certification documents as

KFS Effort Document - Effort DetailKFS Effort Document - Effort Detail

Labor Ledger – A21 ViewLabor Ledger – A21 View

Document RoutingDocument Routing

Final Questions?Final Questions?

Questions & Additional TrainingQuestions & Additional Training

Tim BurrisFinancial Compliance ManagerOffice of Research AdministrationIndiana University509 E. 3rd StreetBloomington, IN 47401-3654

Telephone (812) 855-0185Fax (812) 855-9943E-mail thburris@iu.edu