Shift in Funding Source
A Shift is when Faculty is being paid by an Award but the Faculty wants to Shift the funding (payment) of this effort from the Award to another funding source. The same level of effort is being provided to the Award, just the funding mechanism has changed.
Note: this is NOT considered Cost Share, see below for more information.
Managing a Shift in ECC
Per the terms of the Award, the Faculty's effort must be reported to the Sponsor. A Shift occurs when the same level of effort is being provided to the Award, just the funding source has changed. There is no need to notify or obtain approval from the Sponsor as the agreed upon level of effort is being provided on the Award.
If faculty shift effort to non-sponsored funding sources, it is critical to account for that shift on the Effort Statement to ensure the faculty’s total devoted effort is properly accounted for on the statement.
The University’s effort reporting system, ECC, allows users to “shift” effort to account for effort that was paid from non-sponsored funding.
Point of Confusion – Shift in Funding Source is NOT Cost Share
The different scenarios for a Shift in funding source as described above do NOT represent a Cost Share Commitment or a Cost Share Contribution. This is because these scenarios are not a written commitment for Cost Share to the Sponsor but are used to account for effort that was devoted to award but not paid by the sponsor.
A Shift in funding source must not be used to correct/document effort on a Cost Share Grant Worktag. If the cost share contribution needs to be corrected, a Payroll Accounting Adjustment (PAA) must be processed in Workday to move salary to or from the associated Cost Share Grant Worktag.