Best practice for retros that cross effort periods

rung...@umn.edu

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Apr 9, 2019, 4:11:19 PM4/9/19

to CACoP Effort and Cost Share

Hi Fellow CAs,

We have a new-to-the-U person in our center and she did a retro that crossed effort periods 1 and 2 (this was before effort was due).

This is not a question of how to recertify effort.

This is a question of is it still a best practice to do two retros when crossing effort periods? One for period 1 and one for period 2?

I seem to remember that in PS 8.9, you wouldn't cross periods for system reasons.

Is this still true in 9.2?

Systematically, you CAN do this but the question is, SHOULD you?

What is the best practice for this?

Thank you,

Jillian

surb...@umn.edu

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Apr 10, 2019, 3:42:01 PM4/10/19

to CACoP Effort and Cost Share

I don't cross effort periods. To me that seems best practice as there are too many scenarios that I can think of where crossing effort periods would result in problems.

koso...@umn.edu

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Apr 10, 2019, 3:44:02 PM4/10/19

to CACoP Effort and Cost Share

In my department, we have not seen this capability of crossing effort periods; if we try to do that, the system won't allow it.

Jerian Lind

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Apr 11, 2019, 9:22:52 AM4/11/19

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I don't cross effort periods unless the transaction is only non-sponsored. For anything sponsored, it is our unit's process to complete separate retros for each effort period.

asal...@umn.edu

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Apr 12, 2019, 9:59:19 AM4/12/19

to CACoP Effort and Cost Share

Retro's don't always evenly distribute across pay periods, for that reason alone it would be best to do within same effort cycle. You risk moving too much/little effort into prior effort cycle.

Sheila Lem

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Apr 12, 2019, 10:04:58 AM4/12/19

to CACoP Effort and Cost Share

It depends on the timing and circumstances. You cannot cross fiscal years for sponsored or non-sponsored. For a transaction that is all non-sponsored you can cross effort periods within a fiscal year as long as the fiscal year is still open. I believe sponsored only allows you to cross effort periods if the effort period is still open. The effort period doesn't officially close until after all the compliance warning dates.

I don't have a problem crossing effort periods and do it all the time, but I also break up retros to make sure the correct amount is posted to each pay period. It would be a problem if you lumped pay periods together that don't have the same debit/credit amounts in every pay period.

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