Dear Colleagues, We want to inform you that the release of the Fall 2024 and Winter 2025 Effort Reports in the Effort Reporting System (ERS) has been rescheduled from the timeline previously communicated at the May 2025 RAF meeting. The ERS system will be taken offline on the morning of Friday, June 6th, and reports will be released on Wednesday, June … Read More
2024-25 Fiscal Year End – EFM Deadlines
Dear Colleagues, The Office of VC/CFO has published the Fiscal Close Calendar & Procedures, along with the corresponding Fiscal Closing Schedule. EFM deadlines have been set in accordance with this closing schedule, as indicated in the table below. To ensure EFM’s review and processing, please submit your requests by the specified deadline. Description Deadline for Department to submit to EFM for … Read More
Correction: Direct Retro Tool Will Be Retired Early July 2025
Dear Colleagues, We would like to issue a correction to the announcement sent out earlier by EFM. The original announcement was sent without the intended attachment. Please find it included below. We apologize for any confusion this may have caused and appreciate your understanding. Sincerely, Katie Cadle | Manager Research Finance Compliance | UCLA Extramural Fund Management Dear Colleagues, As communicated … Read More
Soliciting Comments for the New Procedure: Financial Closeout of Federally Sponsored Projects
Dear Colleagues, This is a friendly reminder to submit your feedback on the draft of the new procedure for the “Financial Closeout of Federally Sponsored Projects” by May 9, 2025 to EFMOperations@research.ucla.edu. The draft and other relevant documents can be found here. Sincerely, Yoon LeeSenior Director, UCLA Extramural Fund Management April 11, 2025 Dear Colleagues, As announced at RAF yesterday, … Read More
PAMS Updates – Release Date 5/2/25
Dear PAMS Users, We’re pleased to share the latest updates in PAMS effective today, 5/2/25. F&A/Review AdjustmentsThe “F&A/Review Adjustments” tab (formerly “Billing and Reporting”) is now integrated into PAMS. Previously, this page opened in a new browser tab. Now, it is accessible directly within the PAMS application, with no change in functionality. Please update any existing bookmarks or shortcuts to … Read More
New procedure for “Financial Closeout of Federally Sponsored Projects” effective August 1, 2025
To: CAOs and CFOs, What you need to know: • New procedure for “Financial Closeout of Federally Sponsored Projects”, which will be effective August 1, 2025, is developed to support the campus to comply with Federal requirements while ensuring full recovery of project costs.• Departments are encouraged to evaluate the current business processes to ensure timely review and reconciliation of … Read More
Soliciting Comments for the New Procedure: Financial Closeout of Federally Sponsored Projects
Dear Colleagues, As announced at RAF yesterday, April 10th, EFM is pleased to share that a draft of the new procedure for “Financial Closeout of Federally Sponsored Projects” is available for your review here. The new financial closeout procedure for federal awards is developed to strengthen compliance and our ability to recover project costs in full while increasing efficiency and … Read More
PAMS Updates – Release Date 4/10/25
Dear PAMS Users, We’re pleased to share the latest updates to PAMS effective today, 4/10/25. Billing and Reporting The “Billing and Reporting” tab has been renamed to “F&A/Review Adjustments” for departmental users. The updated name more accurately reflects the functionality and features that are available on the page.
EFM Webinar: New Fund Closeout Procedure for Federal Awards
Dear Colleagues, As shared at RAF today, March 13th, EFM will be hosting the webinar to present the new fund closeout procedure for federal awards. Registration is required to receive the Zoom meeting information. Please register here. Federal agencies’ stricter enforcement of timely closeout required UCLA to evaluate the current fund closeout procedure. The campus workgroup was established to identify … Read More
PAMS: New Financial Deliverable Reason Code
Dear PAMS Users, We are excited to announce the creation of a new Financial Deliverable reason code, “Policy 913 Only Pending Final Payment”, to assist departments in closing expired funds. When departmental assistance is needed to complete invoices or financial reports, financial deliverables will appear on your PAMS worklist under “Invoice and Reports Due to Sponsor”. These deliverables have a status of “Pending … Read More