Panda Powell Director of Sponsored Programs University of North Carolina Wilmington

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