Effort Reporting System User's Manual for Departmental Administrators

TABLE OF CONTENTS

• Purpose
• Overview: The Four Steps

1. Setting Up an Initial Plan
2. Confirming the Initial Plan By Monitoring Effort and Payroll Distributions against Sponsored Projects
   1. Attachment to the Closing Memo
   2. Monthly Monitoring Report
   3. Preliminary Account Distribution Report
3. Making Changes in Payroll Distributions
   1. Payroll Expense Transfer Form (UPP 103)
   2. Payroll Expense Detail Report (PEXPO92)
4. Certification of Effort
   1. Annual Certification Statement

• Appendices:

  Appendix A: OMB Circular A-21, Section J8(c)1
  Appendix B: Financial Policy 2111, Cost Transfers
  Appendix C: Instructions for Preparing Form UPP 103
  Appendix D: Payroll Related Deadlines
  Appendix E: 3Q Processing Manual for User Departments
  Appendix F: Mandatory Cost-Sharing Due to Salary Caps
  Appendix G: Corrected Annual Certification Statements

•  See Processing Faculty and Academic Non Faculty (ANF) Appointments