Trainings and Presentations

Notes contains important post award related documents and notes for the fund assigned to the award. PAMS users can view and download the attachments.

Sponsor Sites includes the Billing and Dunning contact information for a sponsor. This information is used to identify appropriate award specific sponsor contacts to submit financial deliverables and/or collect payment.

Financial Deliverables lists the invoices and financial reports that are due to the sponsor per the award terms and conditions. Once these deliverables are completed, users can retrieve copies of the financial deliverables.

• Deliverables (video)
• Deliverables Search
• Deliverables List

Advanced Deliverable Search allows users to search for financial deliverables based on user selected criteria such as Principal Investigator, sponsor, award number, department code, assigned fund manager, and deliverable status.

• PAMS Advanced Deliverable Search, August 2021

F&A/Review Adjustments houses the F&A reconciliation for an award.

F&A Reconciliation allows users to review the F&A assessed on contract and grant awards at any time. If an F&A adjustment is needed, contact the EFM accountant to post the adjustment to the ledger. The F&A Reconciliation should be included in the closeout packets submitted to EFM.

• F&A Reconciliation

Accounts Receivable provides the outstanding receivables for financial deliverables submitted by EFM for contract and grant awards. The information reads from the general ledger and allows users to search outstanding receivables using various search criteria. Users can view the aging of the outstanding receivables and find the latest payment collection status update as well as documents related to outstanding receivable follow-up from EFM.

• PAMS Accounts Receivable Presentation

Closeout is the process to financially close the contract and grant fund. The mechanism to closeout a fund is via the closeout packet. This page houses closeout packets and supporting documentation. It also tracks the routing of the closeout packet between department and EFM.

• Closeout Tab
• Closeout Packets - Upload, Review, and Route
• Reassigning Closeout Packets
• Advanced Packet Search - Department
• Advanced Packet Search - EFM

Fund Attributes helps the system create closeout packets for all expense accounts on a fund. On this page, users associate expense accounts from the Expenses Accounts Not Associated to a Closeout Packet report.

• Unassociated Accounts and COP Management Grid (video)
• Fund Attributes
• Fund Attributes – COP Management Grid

The PAMS Assignment Discrepancy Report identifies assignment mismatches between the Assignments page (located under the Administration tab) and the closeout packet.

• PAMS Assignment Discrepancy Report - Department
• PAMS Assignment Discrepancy Report - EFM

Expenses Accounts Not Associated to a Closeout Packet is an exception report requiring user's action. Funds appear on this list when PAMS cannot automatically associate expense accounts on a fund number to a specific closeout packet, due to missing account information. See the Closeout section for training material to help resolve these accounts.

The Expired Funds to Close Report contains a list of contract and grant funds that expired at least 120 days ago, and have not been closed in the financial system. The report updates nightly.

• Expired Funds to Close Impacted by UCPath Issue, February 2021 RAF
• Closing Expired Funds in August 2018 and prior, August 2020 RAF
• Report of Expired Fund to Close, May 2020 RAF

Assignments is the page where Department Administrators can assign work to Department Fund Managers. Assignments can be made by Principal Investigator and/ or Department Code(s) and these assignments feed into all other pages in PAMS.

• Assignments (video)
• Assignments

Personnel includes all users in the PAMS Cluster and their assigned user role.

• Personnel