Category Archive

Dear Colleagues, As you are aware, the Direct Retro Tool in UCPath retired as of July 1, 2025. Moving forward, any payroll adjustments requiring a Direct Retro must be processed via the attached financial journal, bypassing the UCPath subledger. For further details, please refer to the attached communication and RAF slides for August 2024 and December 2024. The Direct Retro … Read More

Dear Colleagues, In observance of the UCLA Winter Holiday Closure, Extramural Fund Management will close at 5:00 PM, Tuesday, December 23, 2025, and will reopen at 8:00 AM on Monday, January 5, 2026. This email is to communicate important deadlines, affected by the Winter Closure, for the Closeout Packets and for high-risk payroll and non-payroll cost transfers that require EFM’s approval. … Read More

Dear Colleagues, ORA is pleased to announce the launch of Employee Compensation Compliance (ECC) to replace Effort Reporting in ERS. ORA initiated the ECC project with goals to reduce administrative burden for faculty and staff, improve efficiency, and maintain compliance with federal regulations on payroll documentation. Federal grant and contract terms (Uniform Guidance Subpart E §200.430) require institutions to certify that … Read More

Dear Colleagues, We recently announced the release of the updated RAPID Closeout Tool (version dated 10/20/2025). Since the release, we have identified an issue impacting the accuracy of data in the standalone UCPath Admin Salary report within the tool. For now, please do not use the standalone UCPath Admin Salary report (highlighted in red). Instead, continue to run the Smart … Read More

Dear Colleagues,  ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 10/20/2025). Please download the latest version of the tool, available in the ORA Online Resource Center. This release introduces the UCPath ECC Payroll Detail Report, developed to assist departments in reconciling salaries and wages listed in Project Statements in the upcoming Employee … Read More

Dear Colleagues,  ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 7/31/2025). Please download the latest version of the tool, available in the ORA Online Resource Center. This latest version includes the following updates: Before the RAPID Closeout Tool can be used with Excel, the .xla add-in file must be unblocked by … Read More

Dear Colleagues, This is a friendly reminder that the new procedure for Financial Closeout of Federally Sponsored Projects will take effect on August 1, 2025. The procedure document is available here on the EFM website and accompanying training materials, including a video presentation and FAQ, can be found here. As we are just one week away from the effective date, … Read More

Dear Colleagues, As communicated during the July 10, 2025 Research Administration Forum (RAF), changes to the GAEL configuration, assessment, and fee structure were implemented on July 1, 2025. On June 11, 2025, UCLA’s Central Resource Unit (CRU) issued the announcement below detailing the General Ledger (GL) impacts associated with these changes. Please be aware of the following key impacts for … Read More

Dear Colleagues, The Composite Benefits Rates (CBR) for various Employee Groups for FY25-26 are available on the Business & Finance Solutions website. Per the NIH Grant Policy Statement Section 11 Ruth L. Kirschstein National Research Service Awards, costs normally associated with employee benefits (such as FICA, workman’s compensation, life insurance, union dues, and unemployment insurance) are unallowable. The unallowable benefit percentage included in the … Read More

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