Documents
Glossary of Documents
Click below to find documents.
Note: Some documents require a Box or DocuSign login to access.
A - C
- 19900 FTE Calculation (use purple tabs in MCOP Wizard Worksheet)
- 9/12 Academic Salary Calculations
- AAMC Faculty Roster Form
- Access Matrix
- Access Request Form - Research Administration
- Accounts Receivable (AR) Aging Compliance Report Response Instructions
- Acronyms
- Account List Template
- Adobe Professional-Proposal Preparation
- After-the-Fact Purchase Approval Request
- AIS Access Request Form
- American Heart Association (AHA) Financial Report Template
- American Heart Association (AHA) Guidance
- Award Set-Up
- Award Set-Up Checklist
- Benefit Cost Transfers (BCT) Instructions
- Benefit Cost Transfer Template - CRU
- Benefit Cost Transfer Template - EFM
- BruinBuy OnlineTraining
- BruinBuy How to Do Receiving
- BruinBuy Preparer Class Pre-Registration Checklist
- BruinBuy Plus PAN Review
- BruinBuy Refresher Training
- Budget Justification Guide
- Budget Preparation
- Budget Template-Center Grant (PPG)
- Budget Template-PHS 398
- Budget Template-Simple All Years (smart budget) | Budget Template - CIRM
- CDW ODS Funding Report
- Central Resource Unit (CRU) General Ledger Resources
- Chair's Commitment Reimbursement Request
- CIRM Budget Template
- Clinical Research Coordination Services & Education (CSE) - List of Services (Study Activation Team & Clinical Research Coordinator)
- Clinical Trial Contacts List by Object Code
- Clinical Trial Fund Manager Training Schedule and Registration 2023
- Close-Outs
- Close-Out Tool Installation
- Code of Conduct Acknowledgement
- Cognos CDW UCPath Report Directory
- Composite Benefit Rates (CBR) - FY-25-26
- Compliance Online Training
- Confidentiality Agreement
- Conflict of Commitment Form
- Conflict of Interest eDGE Certification Report Instructions
- Consortium/Contractual Arrangement Guide
- Contractors & Consultants
- Cost Centers & Links
- Cost Transfer Form
- CPC Form 2008
- CT Accounts Receivable
- CT Acronyms & Key Terminology
- CT Application Checklist DOM
- CT Budget Template
- CT Calc Template - Multiple Arm
- CT Calc Template - Single Arm
- CT Charge Review
- CT Clinical Research Coordinator (CRC) - Data Management
- CT Clinical Research Coordinator (CRC) - Frequently Asked Questions (FAQs)
- CT Clinical Trial Contacts
- CT Close-Out Checklist
- CT Close-Out Request Form
- CT Common Department Ancillary Items
- CT Common Expenses and Contacts by Object Code
- CT DOM Clinical Trial Program (CTP) – Service Application Form
- CT DOM Clinical Trial Program (CTP) – Service Menu (revised version coming soon!)
- CT Dry Ice Log Template
- CT Gift Card Requests
- CT Gift Card Request for Patients Form
- CT Industry Budget - Invoiceable Salary Related Costs
- CT Invoice Sample
- CT Invoice Sample (Studies that do not execute)
- CT No Cost Time Extension & Early Closure
- CT No Cost Time Extension Request Form
- CT Parking Vouchers for CT Subjects
- CT Regulatory Ancillary Application
- CT Regulatory IRB Amendment
- CT Regulatory IRB Application
- CT Regulatory PI Assurances
- CT Regulatory Start-up Process
- CT Required Submission Documents Checklist
- CT Research Rates - DOM Budget Development (email DOMCTP@mednet.ucla.edu)
- CT Startup Reimbursement Letter & Invoice Sample
- CT Study Notice Form
- CT Subcontract Checklist
- CT Subject Parking Log Template
- CT Subject Reimbursement Request Form
- CT Subject Travel Reimbursement Guidelines
D - F
- Data Oversight Committee Approval
- Dean's Office Commitment Requests
- Deposit Form for Gifts, Income & Reimbursements
- Deposits-EFM
- Deposits-Gifts
- DG Inform
- DG Inform Access Request Form
- DG Inform Report Subscriptions & Templates
- Direct Cost vs. NIH Direct Cost Ceiling
- DLAM eSirius Online Account Request Form
- DMEC Division Information Submission
- DOD-CDMRP
- DOD-CDMRP Required Reps Form
- DOD-CDMRP Other Support Template
- DOM DRA Review
- DOM Research Administration Organizational Chart
- Dual Monitor Set Up in Remote Desktop
- Economic Interest COI eDGE Instructions for PIs
- Effort Percent/Person Month Conversion Tool
- Electronic EPASS for Approvers
- Electronic Signatures
- Electronic Signature Creation Tip Sheet
- Email/Outlook Inbox
- Entertainment Reimbursement Template
- Equipment Transfer
- ERS Cheatsheet
- ERS Default View for PIs
- ERS Effort Reporting Reconciliation Tool
- ERS for Certifiers
- ERS for FMs
- ERS Report Sharing
- ERS Search List
- eSNAP
- Equipment Management EQ920 Certification Letter
- Expired Funds Report (Instructions)
- Expired Funds Report (DOM)
- F&A Calculation Examples 4.20.22
- F&A Calculation Complicated Example 4.20.22
- Faculty Onboarding Checklist
- Faculty Other Income Deposit Slip
- Faculty Salary Data Collection Tool
- FAU Breakdown
- FDP Matrix
- Filing Systems and Naming Conventions
- Financial Adjustments Cheatsheet
- Financial Projection Module (FPM) Manual
- Financial Report Cheatsheet - Summary By Sub
- Financial Statements
- Financial Statement Batch Template
- Financial Statement Compliance Review Guidelines
- Financial Statement Payroll Projections
- Financial Statement Sample Email
- Financial System Report Descriptions (OFSR Web Report)
- Form 10
- Form 10 Sample
- Foundation Gift Fund Management Report
- Foundation Gift Transmittal Form
- FPM Designate Fund Manager
- FPM New Internal PI List Template
- FSR Interpretation
- FSR Status
- Fund Clean Up
- Fund Management Tools
- Fund Manager Meeting & Trainings
- Fund Manager Recommended Training Courses
- Fund Manager Responsibilities
- Fund Manager Tools Quiz
- Fund Manager Tools Quiz Answers
- Fund Manager Training Schedule and Registration 2023
- Fund Table Attributes
G - I
- General Liability Insurance
- Gift Certification
- Gift Fund Management
- Gift New Designation Request Form
- Gifts Received Undistributed (GRU)
- Gift Training Manual
- Gift Transmittal Forms: Foundation | Regental
- GSR Fee Remission
- IDC Base & Object Code Table
- Independent Contractor Consultant Form
- Independent Contractor Pre-Hire Worksheet
- Indirect Costs - Weekly FM Training
- Indirect Cost Reconciliation
- Insurance Rate Premiums (GAEL) FY 24-25
- Interdepartmental Recharges
- IPA Cost Summary Worksheet Template
- IPA Cover Letter Memo Template
- IS New User Form
M- O
- New Hire Checklist
- NIH Closeout Reports
- NIH Data Management and Sharing Plan
- NIH eRA Commons Fund Manager Access (PI Granted)
- NIH General Attachment Requirements
- NIH Inclusion Enrollment Report*
- NIH K Letters of Reference
- NIH K Review Checklist
- NIH Multiple PIs
- NIH Loan Repayment Programs (LRP) Certification*
- NIH & OCGA Proposal Submission Policies
- NIH Program Project (P01) Proposal Checklist
- NIH Public Access Policy
- NIH Public Access Policy Compliance Report
- NIH RPPR HSCTI Participant Level Data Collection Tool
- NIH Progress Report Questions (Online-DGSOM) | NIH RPPR Progress Report Questions (Word-Non-DGSOM)
- NIH Salary Cap Flag
- NIH Salary Cap Report
- NPEARs
- OASIS
- Object Codes-Lab Specific
- OCGA Routing Matrix
- Office of Intellectual Property (OIP) & Industry Sponsored Research Presentation 12.10.13
- OnCore Access Roles Job Duties Trainings
- OnCore Navigation: FAU Entry
- OnCore Navigation: Fund Manager Access to CRA and Subject Console
- OnCore Navigation: How to Generate Invoices and Document/Reconcile Receipts/Payments in OnCore
- OnCore Navigation: Milestones
- OnCore Navigation: Parameters
- OnCore Navigation: Study Team Sign Off
- OnCore Navigation: Subject Visits/Procedures Completion Report
- Online Financial System Reports (OFSR) Overview by EFM
- On-Line Recharge Access Application
- ORCID ID & eRA Commons Linkage
- Order Form Template
- Other Support Template (NIH)
- Overdraft Reports
- Overdraft Report Sample
P - S
- PA-RFA Questions
- PAMS for MSOs
- PAMS New User Form
- PAMS PI Certification Page
- Parking
- PATS Category Definitions
- Payment Activity Type Code
- Payment Methods
- Payroll Batch Tool - Run as 1 Report
- Payroll Calculation Tool (Goal Seek)
- Payroll General Ledger Reconciliation Tool by CRU
- Payroll Journal Entry
- Payroll Reconciliation Responsibility List
- Payroll Wage Disposition
- Period of Initial Enrollment
- PET PPS Salary Cost Transfer Template
- Physician MCCS Form
- PHS Assignment Request Form
- PHS Conflict of Interest Memo
- PHS Human Subjects and Clinical Trials Information (HSCTI)
- PHS Human Subject and Clinical Trials Information - Forms G | HSCTI Study Record - Forms G | HSCTI Forms H Instructions (pg 31)*
- PI Exception Form (DGSOM) - DocuSign | Two Forms | Three Forms
- PI Exception Form (DGSOM) - < 50% UCLA Appointment - DocuSign
- PI Exception Form (PDF)
- PI Onboarding: Faculty Salary
- PI Onboarding: Purchasing & Travel
- PI Onboarding: Research Administration
- PI Portal Fund Manager Access
- PI Portal Roadshow
- PI Technology Development Group (TDG) Resource Video
- PO Change Requests for Order Classes: B, C, H & P
- Policy 913
- Postdoctoral Unallowable Benefits Memo
- Postdoctoral & Visiting Scholar Checklist
- Proposal 3-Day Grants.gov/Cayuse Submission Policy
- Proposal Access-eRA & S2S
- Proposals Basics for PIs PowerPoint
- ProposalCentral
- ProposalCentral Access
- Proposal Document Checklist
- Proposal Flow Chart
- Proposal Funding Opportunity Announcement (FOA) Questions Checklist
- Proposal Intake Form (Online-DGSOM) | Proposal Intake Form (Online-Non-DGSOM) | Proposal Intake Form (PDF)
- Proposal Preparation
- Proposal Preparation Timeline
- Proposal Submission Notification
Purchasing R & J Req Attachments
- R01 Template for PI
- Rates: F&A, TIF, GAEL, CBR & Unallowable NRSA Benefits, NRSA Stipends - Current & Past
- Records Retention Schedule
- Regental Gift Transmittal Form
- Reimbursement Process - For Employees & Entertainment
- Releasing Encumbrances & Memo Liens
- Relinquishment of Contracts & Grants
- Requests for C&G
- Request for Authorization to Spend
- Resource Links
- Resources Websites
- Return of Payout to Principal Authorization Form
- Revenue & A-R
- Revenue Accounts
- S2S Hints & Tips - More than 1 Proposal Package
- S2S Pre-Submission Checklist
- S2S Review Checklist
- S2S Subaward Attachment Requirements
- S2S Subaward Review Checklist
- Sales & Service Review Checklist
- SF424R-R Additional Performance Sites
- SF424R-R Senior/Key Person Profile
- SFN Exception Request
- SFN Interim Report
- Signature Matrix
- SmartSimple UCOP User Manual Report Submission
- Software for FMs
- Sole Source & Price Reasonableness Justification Form
- Sales & Service (S&S) Application
- S&S (Sales & Service) User Guide for Overhead & Markup Transfers
- Sub 08 Compliance Report Response Instructions
- Subaward BruinBuy Plus Requisition Set-Up
- Subaward Set-Up
- Subaward Invoice Certification
- Subaward SF424 Adobe Forms Budget
- Subrecipient Forms Checklist
- Subrecipient vs. Consultant vs. Vendor Determination Checklist
T - Z
- T32 General Resources
- T32 RPPR Progress Report
- T32 Trainee Log Template
- T32 X-TRACT: Trainee Outcomes Report Template
- T32 X-Train: Access Delegation for PIs
- T32 X-Train: Statement of Appointment (SOA) Routing
- T32 X-Train: Termination Notice (TN) Routing
- Teaching Commitment
- Termination Notice Information Request Form
- TIF
- Transfer Of Funds (TOF)
- TOF Cross-Balance Account Transfer Template
- TOF Excel Import Template
- Training Grant Invoice Template
- Training Grant Mentor-Fund Manager Assurance Letter
- Travel Accounting and Accounts Payable Processing Matrix
- Travel Guidelines
- Travel Reimbursement Template
- UCLA VA MOU Fillable
- UCOP Progress Report Questions
- UCPath Campus Resource Unit - General Ledger (GL) Website
- UCPath Central Resource Unit Processing Calendar
- UCPath Commonly Used Job Codes
- UCPath DG Inform Default FAU Report
- UCPath Direct Retro/Salary Cost Transfer Processing Schedule Calendar
- UCPath DOM Funding Update & Direct Retro Backup Template
- UCPath CDW ODS Funding Report
- UCPath Identifying & Correcting Suspense/Default Funding PowerPoint 2.26.19
- Updating UCPath MCOP Funding (especially for new Fiscal Year)
- UCPath MCOP Funding Update Wizard Worksheet
- UCPath Navigation Tips
- UCPath Over-The-Cap Calculation Worksheet
- UCPath Overview PowerPoint 10.11.18
- UCPath Part-Time Faculty Funding Distribution
- UCPath Payroll Journal Request Template for CRU
- UCPath Payroll Reconciliation PowerPoint 8.22.19
- UCPath Project Codes
- UCPath Quick Reference Guide - Direct Retros
- UCPath Quick Reference Guide - Funding Update
- UCPath Step-by-Step Guide - Submit Direct Retro (aka UPAY/PET for payroll post-09/01/18 in UCPath)
- UCPath Step-by-Step Guide - Update Funding
- UCPath Step-by-Step Guide - Update Funding with Salary Caps or Multiple Components of Pay (MCP)
- Updating UCPath Default Funding
- UC Path Direct Retros for Work Study Fundings
* Links to document source website.