Category Archive

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

Dear Colleagues, Below are a few updates related to the NRSA childcare allowance procedure communicated at the September 2022 Research Administration Forum (RAF): To facilitate reconciliation for childcare expenses that will post to the same Earn Code and Object Code as the stipend payments, departments can consider the following options. Enter a Project Code in UCPath when processing the allowance. … Read More

Dear Colleagues, The National Institutes of Health (NIH) announced fellows/trainees supported full time by Ruth L. Kirschstein National Research Service Awards (NRSA) Individual Fellowships (F series) or Institutional Training Grants (T series) are eligible to request an allowance of up to $2,500 per budget year to defray childcare costs.  Additional information regarding the allowance can be found in the notices below: NOT-OD-21-074 Announcement … Read More

Dear Colleagues, As presented today at the Research Administration Forum (RAF), the Benefit Cost Transfer (BCT) financial journal template has been modified to further streamline the justification questions. The attached BCT financial journal template is available on the Closeout Resources page on the EFM website, and should be used when submitting BCT financial journals to Extramural Fund Management (EFM) for review … Read More

Dear Colleagues, Effective July 1, 2022, processing Benefit Cost Transfer (BCT) journals to remove unallowable benefits or General, Automotive, and Employment Practices Liability (GAEL) impacting Contract and Grant (C&G) funds will transition to Extramural Fund Management (EFM) from the Central Resource Unit (CRU). CRU will continue to process BCT journals for non C&G funds following the existing procedures outlined on the … Read More

Dear Colleagues, This is a reminder to note the upcoming EFM deadlines for fiscal year end 2021-22 shared in the announcement sent May 9, 2022.  If you have questions, please contact your EFM Accountant or Manager. Respectfully, Yoon LeeSenior Director, UCLA Extramural Fund Management

Dear Colleagues, Business and Finance Solutions (BFS) released the Closing Schedule for Fiscal Year End 2021-22 on April 26,2022. 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 … Read More

Dear Colleagues, ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 4/21/2022). Please download the latest version of the tool, available in the ORA Online Resource Center. This latest version includes the following updates: Training Grant: Postdoc Allowable/Unallowable Benefits: Updated to reflect the FY22-23 unallowable CBR rate of 13.40% (see “NIH … Read More

Dear Colleagues, UCPath Center is leading the Salary Cost Transfer (SCT) Redesign project, partnering with all UC Campuses. The goal of the project is to simplify and enhance the SCT processes in UCPath. Please refer to the attached presentation at RAF on April 14th for more details on the approach, scope, and timeline of the project. EFM is seeking feedback … Read More

Dear Colleagues, The Composite Benefits Rates (CBR) for different Employee Groups for FY22-23 are available on the Corporate Financial Services 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 … Read More