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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 be used to categorize expenditures.

As shared, the departmental perspective is critical to refining the Expenditure Type list, and your feedback will be very much appreciated. Please submit your questions or suggestions to me, kcadle@research.ucla.edu, by Wednesday, January 24, 2024.

Expenditure Type List:

  • Do you see any expenditure type that is too general or not clear to use?
  • Do you have a specific Expenditure Type to add to the list?
  • Any other suggestions?

Please feel free to contact me with any questions. Attached are the presentation and draft of Expenditure Types. The presentation will also be added on the ORA RAF website soon.

I look forward to hearing your feedback, and I thank you for your partnership and support for the Ascend 2.0 Project.

Sincerely,

Katie Cadle
Ascend 2.0 Research and Grants Lead