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 EFM to Process |
| Payroll (UCPath) Direct Retro Expense Transfer | 06/28/2023 @ 5:00 PM | 07/03/2023 @ 5:00PM |
| PPS Cost Transfer Journal Request | 06/29/2023 @ 5:00 PM | 07/17/2023 @ 8:00 PM |
| Intercampus Transfers | 06/30/2023 @ 5:00 PM | 07/17/2023 @ 8:00 PM |
| NPEAR Non-Payroll Expense Adjustments | 07/05/2023 @ 5:00 PM | 07/17/2023 @ 8:00 PM |
| Accrual/Deferral Forms and Supporting Documents | 07/07/2023 @10:00 AM | 07/17/2023 @ 8:00 PM |
Accrual forms, justification template, and instructions are available on the BFS website.
If you have questions, please contact your EFM Accountant or Manager.
Respectfully,
Val Gomez
UCLA ORA-EFM | Research Finance Compliance Team