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 [email protected]
