EffortManagementNewReports-ResearchAdministration.ppt

Effort Management:New Reports July 2009 Overview Changes to existing reports Payroll Distribution Confirmation (PDC) reports New Reports ITD Commitment Balance Report Effort Commitment Scheduling Report Catalyst Policy on Commitment of Effort on Federally Sponsored Awards Cost Sharing Quick Refresher For proposals submitted on or after April 1, 2008: PI effort commitment is required on almost all federal proposals (either funded or committed cost share) If awarded, committed effort (including cost share effort) must be tracked Reductions in effort of 25% or more of the original commitment require sponsor prior approval Quick Refresher Cost share PTA must be established for all effort cost sharing Cost share effort commitments must be separately identified and certified to in the PDC process Discrepancies between effort committed and salary charged may result in ‘after-the-fact’ cost sharing obligations A separate cost share account and PDC certification is also required for this type of cost sharing Payroll Distribution Reports For all newer* awards, the Faculty PDC report will include information on % of effort (including cost share effort) committed This is for information purposes only Reasonableness check for PDC Note that this is the most recent % of effort for the period covered by the report (NOT an inception-to-date %), If the effort % and the salary % are not the same further research may be required * Awards made as a result of proposals submitted after April 1, 2008 Payroll Distribution Reports: Changes For all newer* awards where cost sharing accounts have been established to track effort committed as cost share: The cost share PTA will be separately identified on the PDC report The % of salary actually charged to the cost share award will be listed Certifying the PDC report includes certifying to the cost share effort (keep in mind when considering cost transfers from, or to, a cost share PTA at a later date) * Awards made as a