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04.05.22 | iSession | Effort Reporting: Financial Tools and Tips to Reduce the Administration Burden

Encore | A Series of Annual Meeting iSessions

UCSF has rolled out a Principal Investigator (PI)-oriented tool, Award Verification, to replace the effort reporting system. This new tool meets the requirements of the Uniform Guidance for after-the-fact payroll verification. It provides for a one-stop portal for the PI to verify not only payroll charges but all financial charges on not only just federal awards but all of extramural funding (grants, contracts and gifts). It leverages the University's existing financial management tools related to general ledger reconciliation to reduce the administrative burden not only for the PI but for their entire team. The session will help Research Administrators learn about ways to leverage their existing financial tools to reduce administrative burden while still fully complying with the federal regulations.

Learning Objectives:

  1. Describe the process UCSF undertook to gain PI and other key stakeholder input and buy-in to the planned change.
  2. Recognize the key elements of the tool that ensure federal compliance and maximize overall financial management process.
Knowledge Level: Intermediate

Individual Registration:
Member Price: $99
Chapter/Non-Member Price: $165