New U2C-PETU Replaces UPAY 646-2 for Transfers from Non-Capped to NIH-Capped Projects

The Payroll Office is pleased to offer a new tool, the Uncapped-to-Capped Payroll Expense Transfer Uploader (U2C-PETU), for transferring payroll expenses from uncapped projects to NIH capped projects.

When to use the U2C-PETU

  • Beginning on May 1, 2017
  • For transfers formerly submitted on the “long” form PET
    (UPAY 646-2)
    • Paper UPAY 646-2 forms will continue to be accepted through June 30, 2017 after which a U2C-PETU will be required
  • When transferring payroll expenses from a non-capped to a NIH-capped Project

U2C-PETU should not be used to transfer expenses that can currently be transferred using the original PETU.

U2C-PETU features & functionality

  • Allows entry of a second debit chartstring to cover the over-the-cap expenses that result from enforcing the pay rate cap
  • Enables consolidation of multiple employees into one U2C-PETU workbook; no longer restricted to one employee per workbook
  • Can be used to transfer up to 25 lines in one workbook
  • Built-in basic error-checking to catch common data formatting issues
  • Built-in checks that will identify common reasons for PET rejections or delays
  • Enables copy and paste of data into the debit information fields or use formulas based on Hrs/% Effort to speed up data entry

What the U2C-PETU will not do

  • Does not validate the debit chartstring combination.
    Please validate chartstrings using the chartfield validator in the SpeedType Search and Chartstring Validator before submitting the U2C-PETU workbook.
  • Does not validate the results; please read the instructions carefully to ensure your data entry results in the desired outcome
  • Catch duplicate submissions. Remember to use a new U2C-PETU for each new set of transfers and do not reuse previously submitted workbooks.

Process to create and submit a U2C-PETU

  • Follow your department pre-approval process before submission to Payroll
  • Follow step-by-step instructions
  • Clear all errors identified by built-in checks
  • Validate the debit chartstring combinations using the SpeedType Search and Chartstring Validator
  • Assign a unique journal ID to each U2C-PETU
  • Email the U2C-PETU to [email protected]
  • An accrual journal will post the accrued expenses once the U2C-PETU is processed, a reversal of the accrual will post prior to posting of the month-end payroll journal

You can download the Uncapped-to-Capped Payroll Expense Transfer Uploader (U2C-PETU) from the Payroll Forms tab of the Controller's Office website. If you need assistance with a U2C-PETU, contact the Controller's Office Solutions Center.