The underlying concept of effort calculation is that effort equals the percentage of pay distributed.
The following steps illustrate the effort calculation process:
Determine the individual's meeting coverage criteria for the given effort reporting period.
Summarize all distribution lines, including transfers, where elements are not excluded from the element set selected in the effort report template and where begin and end dates fall completely within the effort reporting period.
Calculate the effort base for an individual employee by summing the total applicable distributions.
Calculate effort percentages by summing for each individual employee the applicable distributions for each summarization criteria defined in the effort report template.
The following examples provide clarification of the effort calculation process.
Doctor Jane Doe Smith has one assignment, Principal Investigator. Her annual salary was $60,000 ($5,000 per month) starting January 1, 1999. Her annual salary was increased to $72,000 on April 16, 1999 ($5,500 for the month of April).
Table 1 shows Dr. Smith’s schedule.
| Project | Date Range | Percentage of Time |
|---|---|---|
| 89 AC Cardiology | 01-Jan-1999 to 31-Mar-1999 | 100% |
| 756 Study | 01-Apr-1999 to 20-Apr-1999 | 50% |
| 912 NIH Ca | 01-Apr-1999 to 15-Apr-1999 | 50% |
| 3784 NSF S | 16-Apr-1999 to 30-Apr-1999 | 50% |
Dr. Smith was paid as follows:
$5,000.00 per month for January through March
$2,500.00 for 1 - 15 April
$3,000.00 for 16 - 30 April
Table 2 shows Dr. Smith's actual distributions.
| Project | Date Range | Actual Distributions |
|---|---|---|
| 89 AC Cardiology | 01-Jan-1999 to 31-Mar-1999 | $15,000.00 |
| 756 Study | 01-Apr-1999 to 20-Apr-1999 | $1,659.09 |
| 912 NIH Ca | 01-Apr-1999 to 15-Apr-1999 | $1,250.00 |
|
Note: Project 3784 NSF was invalid at the time of distribution; suspense account posting is driven by user setup options. |
||
| Cardiology Suspense | 21-Apr-1999 to 30-Apr-1999 | $1,090.91 |
| Total | $20,500.00 |
Before any distribution adjustment, Dr. Smith's effort is calculated for the period of February 1 through April 30 as shown in Table 3.
| Project | Amount/Percentage |
|---|---|
| 89 AC Cardiology | $10,000.00/$15,500.00 = 64.52% |
| 756 Study | $1,659.09/$15,500.00 = 10.70% |
| 912 NIH Ca | $1,250.00/$15,500.00 = 8.06% |
|
Note: Project 3784 NSF was invalid at the time of distribution; suspense account posting is driven by setup options. |
|
| Total | 100% |