Time & Effort Certification Template
Track monthly effort for multi-funded staff, generate semi-annual certifications, and produce audit-ready personnel documentation under 2 CFR 200.430. Pre-filled with a CCBHC example — 4 staff across 4 funding streams.
How It Works
Set up your org and funding streams
Enter your organization details and define up to 8 funding streams with their compliance frameworks and grant periods. One-time setup.
Add your staff roster
List all multi-funded employees with salary, benefits rate, and budgeted effort percentages per funding stream.
Log actual effort monthly
Each month, enter actual effort percentages per employee. Takes 5–10 minutes per person. Conditional formatting flags entries that don't total 100%.
Generate certifications
At each semi-annual period, the template produces a pre-formatted certification document per the 2 CFR 200.430 requirement — ready for supervisor signature.
What's Included
Org Setup
Organization info, fiscal year, and funding stream registry
Staff Roster
Employee list with salary, FTE, benefits, and budgeted effort by stream
Monthly Effort Logs
One tab per month — actual effort entry with validation and variance flags
Semi-Annual Certifications
Auto-populated certification forms for Period 1 and Period 2
Audit Readiness Checklist
2 CFR 200.430 documentation checklist with conditional pass/fail indicators
CCBHC Pre-Filled Example
4 staff across 4 funding streams — see monthly logs and certifications already completed
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