Overview of Effort Certification in the Kuali Financial System at Indiana University

1. Effort Certification in the Kuali Financial System Office of Research Administration Indiana University 509 E. 3rd Street Bloomington, IN 47401-3654 February 2013

2. The Highlights: Effort Management and Certification Project Director and Fiscal Officer Routing Federal Effort Reports Effort Certification in KFS

3. 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 Management vs. Effort Certification

4. 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 Policies

5. 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? YesYes No PI included in Routing? PI1 PI1 None Effort Certification Documents and Routing

6. Effort certification documents as The KFS Effort Certification Document

7. KFS Effort Document - Effort Detail

8. Labor Ledger – A21 View

9. Document Routing

10. Final Questions?

11. Questions & Additional Training Tim Burris Financial Compliance Manager Office of Research Administration Indiana University 509 E. 3rd Street Bloomington, IN 47401-3654 Telephone (812) 855-0185 Fax (812) 855-9943 E-mail thburris@iu.edu