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This email is to remind you of the EFM 2022-2023 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, Thursday, December 22, 2022, and will reopen at 8:00 AM on Tuesday, January 3, 2023.

For the Closeout Packets that were due by Wednesday, November 30, 2022, there is no change to the due date. In case where the Closeout Packet is not submitted by the due date, EFM will provide the results of its final expense review to departments by December 6, 2022. Department fund managers must provide confirmation of final expenses to EFM by close of business on Friday, December 9, 2022. 

For the Closeout Packets due in December 2022 with the final invoices and the final financial reports  (“Final”) that are due by Sunday, January 15, 2023, department is to submit COPs to EFM by Friday, December 2, 2022. EFM will review and plan to submit the Final by the due date. If a COP is not submitted by Friday, December 2, 2022, EFM will provide the results of its final expense review to departments by Thursday, December 8, 2022. Department fund managers must provide confirmation of final expenses to EFM by Tuesday, December 13, 2022.

For high-risk payroll and non-payroll cost transfers that require EFM approval, please submit them by December 9, 2022, to be recorded in December ledger. High risk payroll and non-payroll cost transfers submitted after the deadline will be reviewed by EFM beginning January 3, 2023.

For the detailed UCPath Direct Retro Processing schedule, visit the CRU website. It currently shows the schedule through December 2022 and the CRU will post the 2023 Direct Retro schedule once UCPath Center publishes it.