Part III - UNM Finance: Practical Applications

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Standard Accounting Resource Manual (SARM)

MSC 0000 00
1 University of New Mexico
Albuquerque, NM 87131

The PI Completes the Certification

It is the PI’s responsibility to certify the employees’ effort after the Pre-Review stage is complete.  If there are multiple PI’s for an employee, each PI must certify.


The PI selects the Certify button.  The certification will be completed when all Fund Financial Managers have certified.

Record is Locked

Once effort has been certified, salary transfers for that period will only be permitted in rare circumstances.  If it is necessary to adjust the salary charges for a previously certified effort period, a detailed explanation of the need for the salary adjustment and subsequent re-certification is required. 


Request to open a previously certified effort report memo must be completed and signed by the Dean or Director.  Request can be scanned or sent to your respective C&GA Manger.  These memos will be retained by Contract and Grant Accounting.  The Effort Report will then need to be reviewed and re-certified.


To complete the Effort certification for an employee’s record

—  Pre-Review  employee’s records.   Make any needed adjustments

—  Select the “review” button – this completed the pre-review stage and record becomes available for PI certification.  

—  Answer any PI questions.

—  The PI certifies the effort.