What is Time and Effort Certification and why do I have to sign?
Most Principal Investigators (PI) have committed themselves and/or others to work on a grant for a specified percentage of time. If the grant is from a federal agency regulations require all employees paid from said grant complete the time and effort certification. The certification will show your time spent on the grant federally, cash match time and other activities expressed as a percent. The total of all of these activities cannot total more than 100%. If you believe the percentages to be incorrect by more than 5% plus or minus please handwrite the correct percent in the appropriate column and a payroll correction will have to be done.
How do I make changes to my original budget?
Budget changes can be requested at any time during your grant to post award, however, the general guideline is only 10% of the total grant can be shifted between budget lines without having to receive permission from the rewarding agency. Example 1 A grant totaling $100,000 can shift up to $10,000 from supplies & expense to salary & fringe. However, to move more permission is needed from the rewarding agency. Please keep in mind this is only the general guideline and some grants come with stricter restrictions that may require permission before shifting any budget amount.
What are indirects?
Indirects are a dollar amount that is charged when allowed on grants to cover incidentals that are hard to figure for each individual grant, such as electricity, on a monthly basis. Typically it is a percentage of either total direct costs or total salary and fringe. At the end of the grant year the earned indirects are distributed once all required items such as the annual report are complete.
How are indirects distributed?
Currently 60% of the earned indirects stay in the pool, 10% is given to the college or department, 10% is given to the seed grants fund and 20% is distributed to the PI. The distribution is done on an annual basis typically at the end of the grant year when all reporting requirements have been fulfilled.
How do I access my indirect account and what can those funds be spent on?
If you do not currently have an indirect project code one will be set up for you at the end of your first grant year for distribution. The Grant Accountant will prepare a brief report that will contain the amount of indirects earned and the amount distributed between your indirect project code, the pool, the college or department and the seed grant code.
The funds in your indirect account are to be used for grant related activities, such as stipend payments for grant writing time and effort, travel to conventions related to your grant but not funded through the grant or supplies that can’t be covered by the grant due to lack of budget.
What is match?
There are two different kinds of match: cash and in-kind
- Cash match are items or time that is not funded directly through the grant. Typically it is funded from elsewhere in your department or college.
- In-Kind match would be a donation of time or materials, above and beyond, that a dollar amount can be determined. A memo detailing time spent or an assigned value to supplies & equipment will have to be completed and signed by the PI.
Can the same items or hours be claimed as match on different grants?
No. The full value of one item cannot be claimed on more than one grant. If the item was purchased to equally use between two grants than 50/50 split could be claimed.
If the time spent on the grant is beyond my normal workload can I receive an overload payment?
No, overload payments are not allowed on federal awards and should be budgeted for on non-federal grants.
Can I be paid for the time I have spent working on my grant over the summer or winter breaks?
Summer payments are allowed as long as the PI is not going to receive more than 2/9ths of their normal academic salary. If the payment will cause the PI to receive more than 2/9ths of their normal salary, exception will have to granted and the payment can absolutely not cause the PI to receive more than 3/9ths. For help with receiving a summer payment, please contact the Grant Accountant before the summer has begun so that a contract is created signed and submitted to Human Resources before the work has begun.
Winterim payments are not allowed on federal grants and should be budgeted for on non-federal grants because they are considered overload by Human Resources.
How do I get a project code for my grant?
Typically when the Pre Award Office sends notification of a grant award Post Award has received the award packet and will send the project request form to the PI listed on the award when the needed signatures are obtained, send the form back to the Grant Accountant who will create the project code. When the project code is created the Grant Accountant will send an email with the complete funding string and will request a meeting to go through the details of your grant.
Can I receive a credit card to make purchases for the grant?
Yes, please contact procurement with the request. They will need to know your funding string because that will be the default account for charges made to the card.
Can I use remaining funds after the end of the grant period?
No, all expenses need to be incurred before the end of the grant. If you have used your credit card be sure that the receipt is clearly dated before the end of the grant as proof of being incurred before the end date. Otherwise, it is advised to find expenses incurred but charged to the incorrect funding string.
How do I file for an extension?
Each grant is different concerning the requirements for requesting an extension. Please contact the Grant Accountant to discuss.
When is my final report due?
Typically your final report is due within 90 days of the grant end date.
Can I spend funds prior to receiving the grant award notification?
Post-Award services do not advise spending funds until the formal grant award notification has been signed and received. That is our contract guaranteeing payment.
What is the difference between release time and replacement time?
Release time is the PI’s release from teaching responsibilities that is funded through the grant. Replacement time is funding for the PI’s teaching replacement for the applicable time.
How do I make purchases for my grant?
For supplies & equipment purchases less than $5,000 please complete and print a quick order and submit an original invoice or have the invoice directly emailed to email@example.com. Invoice copies or attachments forwarded to firstname.lastname@example.org are not acceptable. If you are making a purchase over $5,000 please contact Procurement.
To pay a speaker or individual a PIR form which can be found through the Financial Services website will need to be completed. If the person has never been paid from UW-Whitewater a W-9 form will also be needed. Also, if the payment amount is over $600 an ASSA from Carrie Lencho will need to be received by Financial Services before payment will be made.
How do I hire employees to be paid from the grant?Human Resources will be happy to work with you at completing the proper hire paperwork.
- Accounting Systems
- Campus Business Representatives
- Campus Financial Policies
- Employee Ethics and Public Records Management
- Financial Services Forms
- Gifts & Grants Administration
- Student Accounts and Cashiers
- University Handbook