1. 2017 Summer Salary Additional Compensation
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2. Agenda Key Points Process Map SOP (Standard Operating Procedure)
Form (and related tabs)
Examples
Questions
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3. Key Points
Resolve issues BEFORE advancing form or action
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4. Training Required for actions affecting ledger 5 accounts Staff
Department Heads
Faculty
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5. Key Points - continued
For summer salary earned 05/16/17 through 08/15/17
All summer salary must be paid by 9/30/17
Requests submitted after 09/01/17 must include justification for late submission
Base salary calculations are for FY17. No adjustments for increase after 7/1/17.
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6. Key Points - continued
Actions can be entered for future months – enter as early as possible
Work may not commence prior to submission and all approvals of action
Only for 9-month faculty (not 12-month faculty)
Only for employees with .75 FTE or more (<.75 FTE – contact COS HR)
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7. Key Points - continued
>90% effort on ledger 5 in any single pay period requires a monitoring plan and Dean’s approval (May & August ½ month, June & July 1 month)
100% effort in any single pay period on ledger 5 project(s)- caution
If no ledger 5 funds are used during the entire summer, an exception with Dean’s approval may be granted to exceed 33.33% of total base salary
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8. Key Points - continued
Ensure funding is available in correct budget category PRIOR to form/action submission
Ledger 5 expenditures require agency approval
2 options – (1) Included in awarded budget or (2) PMR required – submitted and approved PRIOR
Warning - Departments assume financial responsibility if expenditures unallowable
NSF 2/9s rule – applied to calendar year (January – December)
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9. Key Points - continued NIH Cap Effective January 8, 2017
Annual - $187,000
Monthly - $15,583
½ Month - $7,791
Prior to January 8, 2017
Annual $185,100
Monthly - $15,425
½ Month - $7,712
Pro-rate for % effort
If award issued AND adequate funds available, may rebudget for higher cap
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10. Key Points - continued When is the Dean’s signature required?
Payment after 09/30/17
Total exceeding 33.33% - no exception allowed if any portion on a ledger 5 project
>90% effort on ledger 5 in a single pay period – requires monitoring plan
12-month faculty supported by ledger 5 project working at a remote location
How to obtain Dean’s signature?
completed and signed form, monitoring acknowledgement page (if applicable) and attestations page to College Business Office (CBO)
CBO will review, obtain signature and return to department
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11. Process Map
3 swim lanes
Department roles
College roles
University roles
Resolve issues BEFORE advancing form or action
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12. SOP Overview of the SOP Refer to SOP as we complete the form
1. Purpose/Introduction
2. Definitions
3. Procedural steps – step by step
4. Forms, tools, etc. – deadlines
5. Revision table
Refer to SOP as we complete the form
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13. Forms Additional Compensation Request Form
Monitoring Plan Acknowledgement
Attestations
Roles and Responsibilities
Effort Codes
Deadlines
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14. NIH Example 1 – at 100%
Faculty 9 month base+supplements salary = $150, months of 9 months at 100% effort = 30% (2.7/9) Salary requested = $45,000 ( * .30) NIH Annual 12 month Salary Cap = $187,000 Monthly Salary Cap = $15,583 (187000/12) ½ Month Salary Cap = $7,791 (15583/2) 2.7 months of 9 months at 100% effort = $42,075 (2.7*15583) Unallowable = $2,925 (45000 – 42075)
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15. NIH Example 2 – at 80%
Faculty 9 month base+supplements salary = $150, months of 9 months at 80% effort = 24% (2.7/9*.80) Salary requested = $36,000 ( * .24) NIH Annual 12 month Salary Cap = $187, Monthly Salary Cap = $15,583 (187000/12) ½ Month Salary Cap = $7,791 (15583/2) 2.7 months of 9 months at 80% effort = $33,660 (2.7*15583*.80) Unallowable = $2,340 (36000 – 33660)
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16. Important
Resolve issues BEFORE advancing form or action
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17. Questions? Remaining questions from today Questions in the future?
Contact Department Business Officer
Contact College Business Office (for general or process questions)
Contact College Research Administration Accountant for Ledger 5 questions
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