Faculty Effort
Calculation Tool
Presented by:
Sheryl Vick, Administrator, Microbiology
Carson Simões, School of Medicine
Campus support for faculty
effort management
The Management Accounting & Analysis site provides resources
that support the calculation of:
• ADS/ENS and Clinical components
• Committed cost-share
• Salary Caps
• http://f2.washington.edu/fm/maa/fec/fectools
MAA Calculator Website
…. at the department level
Beyond certifying faculty effort, departments are responsible for
managing multiple factors related to effort compliance:
• Effort committed to the sponsor on awards
• Sponsored research effort, clinical effort, teaching effort, etc.
• The combination of components contributing to paid salary
distribution
Creation of a tool…
Our department developed a tool that helps us manage:
•
•
•
•
Salary caps
Sponsor compliance
Components of the IBS that need to be converted for OPUS
Incorporates the flexibility of expanded authority when necessary
and appropriate
• Assists in projecting, tracking and reconciling FEC reports
Further complexities…
• Budgets may start or end within the certification cycle
• Compensation components and amounts may change with
the certification cycle
• Exercising expanded authority
• More recently two salary caps
• Committed effort changes within a certification cycle
• OSETs
Compensation
Information
Faculty Identifiers
Non-sponsored
Budgets
Sponsored
Budgets
FEC period
The Monthly Detail View…
Values here will be from set-up, but can be
edited for a month
Data can
be
entered
for
planning
purposes
The Monthly Detail View…
Compliance Summary…
The Compliance Summary will allow the user to monitor effort projections and
actuals, even if there is only one month of actual OPUS/OSETs data.
Shows how many months of actual
distributions are in the summary
The summary will warn the user when % of
Committed Effort is over 100% or under 76%
Some details to note…
• This tool is optimized to work with FEC cycles for faculty on
twelve-month appointments
• While this tool is designed to address most standard effort
situations, there are some situations that are not automated
in the tool:
• Budget start dates other than the first of the month
• Committed cost share
• This tool is designed to assist departments/units with effort
management; the department/unit remains ultimately
responsible for effort reconciliation and reporting decisions
Acknowledgements and Tool Access
• This tool is based on original work by the Department of
Microbiology and has been adapted in partnership with the
SOM’s Office of Research and Graduate Education (RGE).
• We are seeking input from campus units about the extent to
which there may be interest in sharing the tool.
• Your feedback will help us establish next steps for sharing &
training.
• The tool is available at:
https://catalyst.uw.edu/workspace/csimoes/31609/