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Panda Powell Director of Sponsored Programs University of North Carolina Wilmington

Panda Powell Director of Sponsored Programs University of North Carolina Wilmington Banner Effort Reporting . Banner Effort Reporting Best Practices. Effort reporting required by OMB A-21 – Cost Principles for Educational Institutions J.10-Compensation for personal services

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Panda Powell Director of Sponsored Programs University of North Carolina Wilmington

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  1. Panda Powell Director of Sponsored Programs University of North Carolina Wilmington Banner Effort Reporting

  2. Banner Effort Reporting Best Practices • Effort reporting required by OMB A-21 – Cost Principles for Educational Institutions • J.10-Compensation for personal services • UNC GA – FIT standards • UNCW Banner Effort Reporting • Live with Summer 2011 reporting period • Still do some paper effort reports

  3. Banner Effort Reporting Best Practices….cont’d • Get “top down” buy-in • All departments represented in development process • Work with IT department • Employee access (on campus or off campus) • Correct HR tables and Website linked to Effort Systems – upgrades • Approval processes – who all needs to approve? • EPA/SPA and Graduate Student approvals may be different • Only 1 certification required

  4. Banner Effort Reporting Best Practices….cont’d • Training, training, training • Certifiers and approvers • Have “hands on” training • Have video/web based training available • “How to certify” instructions • individual, chair/dean, graduate student supervisor • Keep a separate Excel spreadsheet as to who needs to sign because banner does not have a report to indicate who still needs to certify

  5. Effort Reporting Best Practices….cont’d

  6. Effort Reporting Best Practices….cont’d

  7. Effort Reporting Best Practices….cont’d

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