Dear Colleagues, ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 2/3/2025). Please download the latest version of the tool, available in the ORA Online Resource Center. This latest version resolves a previous excel display issue with the generation of certain reports on the tool. Before the RAPID Closeout Tool can be used with Excel, the … Read More
Important Reminder: ERS Certification Deadline is 1 Day Away
Dear Colleagues, We are just one day away from the January 28, 2025, effort report certification deadline for spring and summer 2024 reporting periods. Thank you for all your efforts to bring the certification rate to 48%! Your prompt attention to the remaining effort reports is crucial to reach 100% certification by the deadline. If you have any questions or … Read More
Important Reminder: ERS Certification Deadline is 1 Week Away
Dear Colleagues, We are one week away from the January 28, 2025, effort report certification deadline for the spring and summer 2024 reporting periods. Thanks to your ongoing efforts, our certification rate is now 38%! We appreciate your cooperation and prompt attention to this matter to bring us to 100% certification by the deadline. If you have any questions or … Read More
Important Reminder: ERS Certification Deadline is 01/28/25
Dear Colleagues, We are three weeks away from the January 28, 2025 effort report certification deadline for spring and summer 2024 reporting periods. Please address outstanding effort reports now. Reporting Period Non-Academics & 11/12 Academics 9/12 Academics Certification Rate Spring 2024 April 2024 – June 2024 March 2024 – June 2024 26% Summer 2024 July 2024 – September 2024 June 2024 – … Read More
Closeout Packet Status Report Enhancements in ORC Portal (Released 1/2/25)
Dear Colleagues, We are pleased to announce enhancements to the Closeout Packet Status Report on the ORA Online Resource Center: Department Dashboard. These enhancements will provide improved visibility into the closeout packet submission status to EFM. As a reminder, the Closeout Packet Status Report allows users to search for the closeout packet status by organization hierarchy, sponsor type, closeout packet due date, and … Read More
PAMS: Department Worklist Updates
Dear PAMS Users, We are excited to announce enhancements to the Department Worklist in PAMS. The first enhancement is to the Closeout Packet worklist, which will improve visibility into closeout packets due to the home department and to EFM. Below are the PAMS closeout type definitions: Closeout Packet worklist enhancements: Secondly, information icons are added to the 3 sections on the dashboard. … Read More
EFM 2024-2025 Winter Holiday Closure
Dear Colleagues, This email is to remind you of the EFM 2024-2025 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, Friday, December 20, 2024, and will reopen at 8:00 … Read More
PAMS: New Deliverable for Refunds
Dear PAMS Users, We are pleased to announce the creation of a new Deliverable Category, Type, and Statuses designed to track refund checks processed by EFM using BruinBuy Plus. These new values will enable users to track the status of refunds and be alerted on their worklist when their action is required. EFM Accountants will create a “refund” deliverable when … Read More
ERS Release Announcement for Spring and Summer 2024 Effort Reports
Dear Colleagues, Effort reports for the spring and summer 24 reporting periods are now available in the Effort Reporting System. To comply with UCOP requirements, please complete certifications by the stated deadline of January 28, 2025. Reporting Period Non-Academics and 11/12 Academics 9/12 Academics Certification Due Date Spring 2024 April 2024 – June 2024 March 2024 – June 2024 January … Read More
Fund Expiration and Closeout Packet Notice Email Recipients
Dear PAMS Users, Effective Friday (9/6), the Fund Expiration Notice and Closeout Packet (COP) Notification emails will be sent to the Fund’s Department Contact in the Post Award Management System (PAMS) in addition to the Distribution List or Shared Mailbox stored in the Proposal Award Tracking System (PATS). The Principal Investigator (PI) will continue to be copied. These notifications are … Read More