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 from the salary expense it was posted with. The previous benefit transfer process has been discontinued, so all benefit transfer requests should be submitted by departments to CRU using … Read More

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 Review/Processing Deadline for EFM to Review, Approve, and Process Payroll (UCPath) Direct Retro Expense Transfer 06/30/2020 @ 10:00 AM 07/06/2020 @ 5:00 PM PPS Costs Transfer Journal Request … Read More

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 the following dates and times: Outage 1: 04/29/2020 at 10:00 p.m. until 05/05/2020 at 8:00 a.m. Outage 2: 05/22/2020 at 10:00 p.m. until 05/28/2020 at 8:00 a.m. During these … Read More

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 in January and February 2020, updates to the procedure are necessary to improve the timely submission of financial deliverables to the sponsor, to ensure full recovery of costs … Read More

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 types, which will replace today’s sub-object codes. As communicated at the RAF on November 14, 2019, this will be the list you will use every day to describe what … Read More

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 out awards. RAPID Closeout Tool Monday, October 7, 2019 8:30 am to 12:00 pm 10920 Wilshire Center, Suite 1080 You may register via the UCLA Learning Management System (LMS). If … Read More

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 both the Smart Closeout Tool and the independent report accessible in the menu. We are currently working on a new version of the RAPID Tool and plan to release … Read More

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 2018: 9/12 Academics The campus on-time certification rate was 69%. Congratulations to all departments that reached 100% by the deadline! If your department has any outstanding … Read More

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 been certified. In order to be compliant, please take a moment to logon to ERS and complete open reports by the certification deadline. General Reminders Please see ERS … Read More

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 moving PPS salary and salary-related expenses off of sponsored project funds. Departments will need to submit this form along with supporting documentation to the EFM accountant assigned to the … Read More