2023-24 FYE Close – EFM Deadlines

Dear Colleagues, Business and Finance Solutions (BFS) has published the Fiscal Closing Letter for FY24, along with the corresponding Fiscal Closing Schedule. EFM deadlines have been set in accordance with BFS’s closing schedule, as indicated in the table below. To ensure EFM’s review and processing, please submit your requests by the specified deadline. Description Deadline for Department to submit to … Read More

ERS Release Announcement for Fall 2023 and Winter 2024 Effort Reports

Dear Colleagues, EFM is pleased to announce that effort reports for the fall 2023 and winter 2024 release periods are now available through the Effort Reporting System. To comply with UCOP requirements, the certification deadline for this release is July 29, 2024. Reporting Period Non-Academics and 11/12 Academics 9/12 Academics Certification Due  Date Fall 2023 October 2023 – December 2023 … Read More

Ascend 2.0 Expenditure Type Feedback Due 01/24/24

Dear Colleagues, At the Research Administration Forum (RAF), Thursday, January 11, 2024, I discussed updates made to the Expenditure Type list previously shared with campus in the spring of 2023. All primary financial activities of sponsored projects will be captured in the future using the POETAF chart string. Expenditure Types represent the “E” in the POETAF chart string and will … Read More

EFM 2023-2024 Winter Holiday Closure

Dear Colleagues, This email is to remind you of the EFM 2023-2024 Winter Holiday Closure and the corresponding important deadlines for the Closeout Packets and for high-risk payroll and non-payroll cost transfers that require EFM approval: In observance of the UCLA Winter Holiday Closure, Extramural Fund Management will close at 5:00 PM, Friday, December 22, 2023, and will reopen at 8:00 … Read More

ERS Release Announcement for Spring 2023 and Summer 23 Effort Reports

Dear Colleagues, We are delighted to inform you that effort reports for the spring 2023 and summer 2023 quarters are now available in the Effort Reporting System. The certification deadline for this release has been set for January 28, 2024, to be in compliance with UCOP requirements. Effort reports flagged with “Under Prelim Review” have been resolved as described in the … Read More

RAPID Closeout Tool Version Dated 08/24/2023 Release

Dear Colleagues,  ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 8/24/2023). Please download the latest version of the tool, available in the ORA Online Resource Center. This latest version includes updates to the Training Grant – Postdoc Allowable/Unallowable Benefits tab to reflect the FY23-24 unallowable CBR rates (see ORA News Email … Read More

NIH NRSA Grants: Unallowable Benefits for FY23-24

Dear Colleagues, The Composite Benefits Rates (CBR) for different Employee Groups for FY23-24 are available on the Business & Finance Solutions website. Per the NIH Grant Policy Statement Section 11 Ruth L. Kirschstein National Research Service Awards, costs normally associated with employee benefits (such as FICA, workman’s compensation, life insurance, union dues, and unemployment insurance) are unallowable. The unallowable benefit percentage included in the CBR is as follows: Group # Employee … Read More

2022-23 FYE Close – EFM Deadlines

Dear Colleagues, Business and Finance Solutions (BFS) released the 2022-23 Fiscal Closing Schedule on May 8, 2023. Based on BFS’s deadlines, EFM deadlines have been established as shown in the table below. Please submit requests to EFM by the deadline to be assured of EFM’s review and processing. Description Deadline for Department to submit to EFM for review Deadline for … Read More

Release Announcement for Fall 22 and Winter 23 Effort Reports

Dear Colleagues, Effort reports for the Fall 2022 and Winter 23 quarters are available in the Effort Reporting System. You can access your department’s effort reports at:  https://ers.it.ucla.edu and begin the certification process. Reporting Period Non-Academics and 11/12 Academics 9/12 Academics Certification Deadline Fall 2022 October 2022 – December 2022 July 2022 – October 2022 July 31, 2023 Winter 2023 … Read More

Ascend 2.0: Expenditure Type Feedback

Dear Colleagues, At the Research Administration Forum (RAF) on Thursday, April 13, 2023, I provided an update to the Ascend 2.0 project where I discussed the Project Portfolio Management (PPM), a sub-module of Oracle Cloud and POETAF. All primary financial activities of sponsored projects will be captured in PPM in the future using the POETAF chart string. Expenditure Types will … Read More