Posted On November 20, 2020
Implementation of Revised Financial Closeout in UG to Final Financial Deliverable Due date in PAMS
Dear Colleagues, As announced at RAF, November 12th, financial closeout requirements in UG changed effective November 12, 2020. For everyone’s easy reference, the revised guidelines are included in this email and ...
Posted On September 4, 2020
[UCPath GL and Funding News] UCPath Mass Leave Correction – Salary Cost Transfer Cleanup
Dear Colleagues, A reminder for CRU’s update regarding the Mass Leave Correction Tool going live by September 8, 2020, which will correct the following UCPATH Issues for the time period of ...
Posted On August 21, 2020
RAPID Closeout Tool Version Dated 08.20.20 Release
Dear Colleagues, ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 08/20/20). Please download the latest version of the tool, available in ...
Posted On July 6, 2020
EFM Survey – Threshold for Revised Closeout Packet
Dear Colleagues, Extramural Fund Management is conducting a survey to collect feedback from campus on the threshold for a revised closeout packet (COP). Currently, when the variance between the final expenditure of the ...
Posted On June 25, 2020
CORRECTION: Postdoctoral Unallowable Benefits on NRSA Grants
Dear Colleagues, The previous email regarding Postdoctoral Unallowable Benefits on NRSA Grants was sent in error. Please disregard the message and see the corrected message here. Composite Benefits Rates (CBR) for different ...
Posted On June 19, 2020
RAPID Closeout Tool Version Dated 06.18.20 Release
Dear Colleagues, ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 06/18/20). Please download the latest version of the tool, available in ...
Posted On June 12, 2020
Benefit Cost Transfer (BCT) – New Process and Excel Form
Dear colleagues, The Central Resource Unit (CRU) has released a new Benefit Cost Transfer (BCT) process. This process is to be used when a benefit expense needs to be moved separately ...
Posted On May 13, 2020
2019-20 FYE Close – EFM Deadlines
Dear Colleagues, As a friendly reminder, the following are EFM deadlines for FYE Close. The full Fiscal Year End Closing Schedule can be found on the CFS Website. Description Deadline to Submit to EFM for ...
Posted On April 27, 2020
Upcoming UCPath Outages: 4/29-5/5 & 5/22-5/28
Dear Colleagues, Following CRU’s notice to campus of the upcoming UCPath outages in April and May 2020, please be aware that the UCPath system will be unavailable to all employees during ...
Posted On February 26, 2020
Financial Closeout Procedure for Sponsored Projects
Dear Colleagues, Extramural Fund Management (EFM) is pleased to announce the updated procedure for Financial Closeout of Sponsored Projects is available on the EFM website. As shared at the Research Administration Forums ...
Posted On November 27, 2019
Ascend: Expenditure Type – Soliciting Feedback
Dear Colleagues, Thank you for providing us with feedback to the initial draft of expenditure types that were sent in February 2019.  Attached is the latest version of expenditure categories and ...
Posted On September 17, 2019
EFM RAPID Closeout Tool Course
Space is still available for the RAPID Closeout Tool course hosted by EFM. This course will teach users how to effectively use the closeout tool to help manage and close ...
Posted On September 16, 2019
RAPID Tool UCPath Payroll After Fund End Date
Dear Colleagues, EFM was recently made aware that the UCPath Payroll After Fund End Date report currently excludes any payroll data posted after June 30, 2019.  The report is impacted within ...
Posted On September 4, 2019
Effort Report Deadline is Officially Over
Dear Colleagues, As previously announced, the deadline for the following effort reporting periods was this past Saturday, August 31st, 2019: April to July 2018: 11/12 Academics April to July 2018: Non-Academics March to July ...
Posted On August 26, 2019
ERS Certification Deadline-Action required by 8/31/19
Dear Colleagues, We are now less than a week away from the effort report certification deadline of August 31, 2019. As of today approximately 46% of the reports released this period have ...
Posted On August 12, 2019
EFM PPS Salary Cost Transfer Form
Dear Colleagues, As you are aware, UCLA’s legacy payroll system PPS has been discontinued as of July 1st, 2019. Moving forward please use the attached PPS Salary Cost Transfer Form for ...
Posted On August 9, 2019
RAPID Closeout Tool Version Date 08.08.19 Release
Dear Colleagues, ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 08/08/2019). The new version includes: UCPath Training Grant – Trainee Expense Worksheet Refer to ...
Posted On July 31, 2019
ERS Effort Report Due Date Reminder-30 days
Dear Colleagues, As a reminder effort reports for the following reporting periods have been released: April to July 2018: 11/12 Academics April to July 2018: Non-Academics March to July 2018: 9/12 Academics Please note deadline ...
Posted On June 26, 2019
FYE Close – EFM Deadlines
Dear Colleagues, As a friendly reminder, please be aware of the following EFM deadlines for FYE Close. Please be mindful of the July 4th holiday when planning for FYE Close activity. See ...
Posted On June 7, 2019
Important Reminder: PPS Discontinuation
Dear Colleagues, This is a friendly reminder that PPS will be no longer supported after processing June 2019 pay cycles. Below is a table that shows the pay compute process schedule ...
Posted On April 8, 2019
New EFM Website
Dear Colleagues, We are excited to announce the launch of the newly redesigned EFM Website! The new site features improved navigation and search capabilities, a responsive design optimized for use on ...
Posted On March 28, 2019
UCPath Benefit Cost Transfer
Dear Colleagues, After announcing that “Benefit Cost Transfer” is available in UCPath at the last RAF on March 14, 2019, many of you have informed EFM that you cannot access the ...
Posted On March 26, 2019
Payroll Expense Transfers for Employees purged from PPS EDB
Dear Colleagues, This email is to inform you of the procedure to transfer payroll expenses of the employee whose record has been purged from PPS EDB. Records of employees who were ...
Posted On March 14, 2019
Action Required: UCPath Funding Error Correction
Dear colleagues, ORA noted that payroll expenses on the Contract and Grant Funds for the first half of the Fiscal Year 2018-2019 are considerably lower than what was reported for the ...
Posted On July 24, 2018
EFM Newsletter – Spring Issue (2018)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On March 5, 2018
EFM Post-Award Administration Course
We invite you to attend the Post-Award Administration course hosted by EFM. This course will review the sponsored project fund set-up process and common post-award financial reporting and compliance requirements; ...
Posted On February 16, 2018
EFM Newsletter – Winter Issue (2018)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On November 28, 2017
EFM Newsletter – Fall Issue (2017)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On August 31, 2017
EFM Newsletter – Summer Issue (2017)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are ...
Posted On August 2, 2017
Fall 2016 and Winter 2017 Effort Reports Deadline is Officially Over!
Fall 2016 and Winter 2017 Effort Reports deadline is officially over! The campus on-time certification rate was 92%. UCLA completed 99% of all the reports from Spring 2006 to Winter ...
Posted On May 30, 2017
EFM Newsletter – Spring Issue (2017)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On May 9, 2017
EFM RAPID Closeout Tool Course Reminder – Space Available
We invite you to attend the RAPID Closeout Tool Course hosted by EFM. This course will teach users how to effectively use the closeout tool to help manage and close ...
Posted On April 28, 2017
EFM RAPID Closeout Tool Course
We invite you to attend the RAPID Closeout Tool course hosted by EFM. Please register for the course scheduled on the following date: Wednesday, May 17, 2017 8:30 am to 12:00 pm 10920 Wilshire ...
Posted On April 19, 2017
Fall 2016 and Winter 2017 Effort Reports Are Now Available!
The effort reports for the Fall 2016 and Winter 2017 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification ...
Posted On February 28, 2017
EFM Newsletter – Winter Issue (2017)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On February 27, 2017
Effort Reporting Training Course
Space is available for the following course: Effort Reporting Lecture: May 31, 2017 from 8:30 am to 12:00 pm and; Computer Labs: June 1, 2017 from 8:30 am to 12:00 pm or 1:00 pm to ...
Posted On February 17, 2017
EFM Post-Award Administration Course
We invite you to attend the Post-Award Administration course hosted by EFM. This course will review the sponsored project fund set-up process and common post-award financial reporting and compliance requirements; ...
Posted On January 6, 2017
Financial Closeout Procedure for Sponsored Projects
Dear Research Administrators, Extramural Fund Management (EFM) is pleased to announce that the enhanced procedure for Financial Closeout of Sponsored Projects is now available on the EFM website. As shared at Research ...
Posted On November 21, 2016
EFM Newsletter – Fall Issue (2016)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On November 15, 2016
EFM’s move and important deadlines
Dear Colleagues, As shared at the Research Administration Forum on November 10, 2016, ORA is moving to 10889 Wilshire Building (formerly known as the “Occidental Building”) during the 2016-17 Winter Closure, ...
Posted On November 7, 2016
Spring and Summer 2016 Effort Reports Are Now Available!
The effort reports for the Spring and Summer 2016 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification process. ...
Posted On October 31, 2016
Soliciting comments for the New Closeout Procedure for Sponsored Project Funds
Dear colleagues: EFM is pleased to share that the Federal Fund Closeout Procedure issued in May 2015 has improved on-time submission of final financial deliverables for sponsored projects to federal agencies. ...
Posted On October 14, 2016
EFM RAPID Closeout Tool Course
We invite you to attend the RAPID Closeout Tool course hosted by EFM. Please register for the course scheduled on the following date: Wednesday, November 16, 2016 9:00 am to 12:00 pm 10920 Wilshire ...
Posted On August 16, 2016
EFM Newsletter – Summer Issue (2016)
The latest issue of the EFM Newsletter is here! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic suggestions are welcomed ...
Posted On August 15, 2016
EFM Newsletter – Inaugural Issue (Spring 2016)
We are happy to announce the inaugural issue of the EFM Newsletter! We’re excited to provide a way to keep you informed of current developments at EFM and beyond. Your topic ...
Posted On August 3, 2016
Fall 2015 and Winter 2016 Effort Reports Deadline is Officially Over!
The campus on-time certification rate was 89%. UCLA’s overall completion is 99% certified for Spring ‘06 – Winter ’16 quarters. Congratulations to all the departments that reached 100% certification by the ...
Posted On April 26, 2016
Fall 2015 and Winter 2016 Effort Reports Are Now Available!
The effort reports for the Fall 2015 and Winter 2016 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification ...
Posted On February 9, 2016
Spring and Summer 2015 Effort Reports Notification!
Spring and Summer 2015 Effort Reports Deadline is Officially Over! The campus on-time certification rate was 90%. UCLA’s overall completion is 99% certified for Spring ‘06 – Summer ’15 quarters. Go ...
Posted On January 5, 2016
Spring and Summer 2015 Effort Reports Notification!
This is a reminder that the Effort Reporting certification deadline, Friday, February 5, 2016 is in 30 days. To date, 20% of the Spring and Summer 2015 quarters effort reports ...
Posted On November 3, 2015
Spring and Summer 2015 Effort Reports Are Now Available!
The effort reports for the Spring and Summer 2015 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification process. ...
Posted On August 18, 2015
Fall 2014 and Winter 2015 Effort Reports is Over!
The Fall 2014 and Winter 2015 quarters Deadline is officially over. The campus on-time certification rate is 89%. UCLA’s overall completion rate is 99% certified for Spring ‘06 – Winter ...
Posted On April 22, 2015
Fall 2014 and Winter 2015 Effort Reports Are Now Available!
The effort reports for the Fall 2014 and Winter 2015 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification process. ...
Posted On February 12, 2015
Spring and Summer 2014 Effort Reports Deadline Update!
ERS Spring and Summer 2014 certification deadline is officially over. The campus closed on-time at 92.5%. UCLA’s overall completion rate to date is 99% certified for the entire periods Spring ...
Posted On October 23, 2014
Spring and Summer 2014 Effort Reports Are Now Available!
The effort reports for the Spring and Summer 2014 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification process. ...
Posted On April 29, 2014
Fall 2013 and Winter 2014 Effort Reports Are Now Available!
The effort reports for the Fall 2013 and Winter 2014 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification process. ...
Posted On March 11, 2014
Effort Reporting Training Course
Space is still available for the following course: Effort Reporting Tuesday, March 25, 2014 9:00 am to 3:00 pm 10920 Wilshire Center, Suite 1080 You may register via the UCLA Learning Management System (LMS). Please share ...
Posted On January 14, 2014
Effort Reporting Reminder: Spring and Summer 2013 Effort Reports Notification!
This is a reminder that the certification deadline for the Spring and Summer 2013 quarters is about a month away. The certification deadline is Friday, February 7th, 2014. To ensure ...
Posted On October 25, 2013
Spring and Summer 2013 Effort Reports Are Now Available!
The effort reports for the Spring and Summer 2013 quarters are now available in the Effort Reporting System. You can access your department’s effort reports and begin the certification process. ...
Posted On October 7, 2013
Spring and Summer 2013 Certification Cycle Coming Soon!
Please be advised that the Spring and Summer 2013 effort report certification period is fast approaching. The anticipated release is the week of October 21st. As of today, the campus ...
Posted On August 1, 2013
Effort Reporting Update!
The Fall 2012 and Winter 2013 quarters Deadline is officially over. The campus on-time certification rate was 83%. UCLA’s overall completion is 98% certified for Spring ‘06 – Winter ’13 ...
Posted On April 24, 2013
Effort Reporting Reminder: Fall 2012 and Winter 2013 Effort Reports Are Now Available!
The effort reports for the Fall 2012 and Winter 2013 quarters are now available in the Effort Reporting System. You can access your department’s effort reports at: http://ers.ais.ucla.edu and begin ...
Posted On January 17, 2013
Spring and Summer 2012 Effort Reports Reminder!
This is a reminder that the certification deadline for the Spring and Summer 2012 quarters is 30 days from today, February 7, 2013. As of today, 40% of the reports ...
Posted On November 6, 2012
Effort Reporting Reminder: Spring and Summer 2012 Effort Reports Deadline
Spring and Summer 2012 Effort Reports Are Now Available! The effort reports for the Spring and Summer 2012 quarters are now available in ERS. You can access your department’s effort reports ...
Posted On November 1, 2012
Effort Reporting Reminder: Spring and Summer 2012 Effort Reports Deadline
The Spring and Summer 2012 Effort Reports are due by February 7, 2013.
Posted On August 1, 2012
Effort Reporting Update: Go Team UCLA!
The Fall’ 11 and Winter ’12 Certification Deadline is over. The campus certification rate was a record 78% and the percentages are still going up, as of today the rate ...
Posted On July 30, 2012
Effort Reporting Reminder: Fall 2011 and Winter 2012 Certification Due Today
Fall ’11 and Winter ’12 Certification Deadline is Today! This is a reminder that the certification deadline for the Fall 2011 and Winter 2012 quarters is today Monday, July 30. As ...
Posted On July 23, 2012
Effort Reporting Reminder: Fall 2011 and Winter 2012 Certification
Fall ’11 and Winter ’12 Certification is 1 Week from Today! This is a reminder that the certification deadline for the Fall 2011 and Winter 2012 quarters is Monday, July 30. As ...
Posted On July 19, 2012
Effort Reporting Reminder: Fall 2011 and Winter 2012 Certification
Fall ’11 and Winter ’12 Certification Deadline is 2 Weeks from Today! This is a reminder that the certification deadline for the Fall 2011 and Winter 2012 quarters is Monday, July 30. ...
Posted On June 15, 2012
Effort Reporting Reminder: Fall 2011 and Winter 2012 Certification
Fall ’11 and Winter ’12 Certification Deadline Approaching This is a reminder that the certification deadline for the Fall 2011 and Winter 2012 quarters is Monday, July 30. As of today, 27% ...
Posted On May 3, 2012
Fall ’11 and Winter ’12 Effort Reports are Now Available
The Effort Reporting System (ERS) reports for the Fall 2011 and Winter 2012 quarters are now available. You can access your department’s effort reports on the Effort Reporting System to ...
Posted On January 30, 2012
RAPID Single Fund Number Process
Please see attached announcement and documents regarding the implementation of the Single Fund Number process for extramural research awards.
Posted On January 19, 2012
ORA Training Opportunity: Accountability in the Management of Extramural Funds
Space is still available for, Accountability in the Management of Extramural Funds, taking place Wednesday, January 25, 2012, from 9:00 am to 3:00 pm in the CHR Training room – ...
Posted On October 21, 2011
Training Opportunity: Post Award Administration on 11/3
Space is still available for Post Award Administration, taking place November 3, 9:00 – to 3:30 PM in the CHR Training room – room 1080 of the Wilshire Center. You ...
Posted On October 21, 2011
Training Opportunity on 11/30: Rapid Closeout Tool
Space is still available for the Rapid Closeout Tool course taking place Wednesday, November 30, 9:00 AM – to noon in the CHR Training room – room 1080 of the ...
Posted On August 18, 2011
Effort PI Briefing Available On-line
Please see attached announcement on effort reporting training for PIs.
Posted On August 4, 2011
Training Opportunity on 8/17: Accountability in the Management of Extramural Funds
Space is still available for, Accountability in the Management of Extramural Funds, taking place Wednesday, August 17, from 9:00 am to 3:30 pm in the CHR Training room – room ...
Posted On July 12, 2011
Effort Reporting Certification Deadline for Fall 2010 and Winter 2011 Approaching
Effort Reporting Reminder: This is a reminder that the certification deadline for the Fall 2010 and Winter 2011 quarters is Friday, July 22. As of today, 57% of the Fall 2010 reports ...
Posted On May 4, 2011
New Date: Effort Reporting Open House 5/19/11
The previously scheduled Open house on May 5th 2011 has be re-scheduled for May 19th 2011. The session will take place from 10 am – Noon at ORA: 11000 Kinross Avenue, ...
Posted On April 21, 2011
Enhancements to the Payroll Expense Transfer System
We wanted to announce some new enhancements to the Payroll Expense Transfer (PET) system. Beginning today, you will see the following new features: Cost Transfers Organized by Team: Cost Transfers will ...
Posted On April 8, 2011
Potential Government Shutdown – Information about Federal Contracts and Grants
The continuing resolution to fund the Federal government operations expires at midnight EDT today, Friday April 8, 2011.  Most federal agencies have provided information about their plans in the event ...
Posted On March 4, 2011
Effort Reporting Open House on 3/17
Based on the success of our first Open House in February, we are excited to announce our next Effort Reporting Open House! The session will take place 3/17/2011 from 10 am – Noon ...
Posted On February 8, 2011
Effort Reporting Open House on 2/17
We are excited to announce our first Effort Reporting Open House! The session will take place 2/17/2011 from 10 am – Noon at ORA: 11000 Kinross Avenue, Conference Room 212. – What: The Effort ...
Posted On January 24, 2011
Effort Reporting Forum
This is a reminder that the next Effort Reporting Forum will be held on Thursday, January 27, 10 am – Noon at the Louis Jolyon West Auditorium (Room C8-183 Semel Institute). This will ...
Posted On January 18, 2011
Effort Reporting Forum on 1/20 and 1/27
This is a reminder that the next Effort Reporting Forums will be held on the following dates at the Louis Jolyon West Auditorium (room C8-183 Semel Institute): Thursday, January 20, 1:30-3:30 ...
Posted On November 15, 2010
Effort Reporting Certification Deadline on 12/31 Approaching
Effort Reporting Reminder: As stated in prior notifications, our goal is to have all overdue effort reports certified by the end of the year. Therefore, this is a reminder that all ...
Posted On October 22, 2010
Research Fund Closeout Due Dates
Dear Colleagues, We have been experiencing wonderful success with our research fund account Smart Closeout Tool over the last several months. Use of the tool has increased to 99% of all closeouts submitted ...