• Gryphon Login
  • MyCourses
  • UCLA Health
  • Contact Us
Office of Research Administration

Department of Medicine
Office of Research Administration

Office of Research Administration
  • Home
  • About Us
    • Photo Gallery
  • Pre-Award
    • Pre-Award Manual
    • Pre-Award Forms
    • Recorded Demos
    • Reference Materials
  • Post-Award
    • Post Award Manual
    • Post Award Forms
    • Reference Materials
    • Remote Working
    • Memorandums of Understanding
    • Training Grants
    • Clinical Trials
    • UCPath
  • Fund Management Training
  • Documents
  • Resources
    • Calendar
    • PI Resources
    • MSO Resources
    • Personnel/Payroll Forms & Resources
    • Purchasing Resources
    • Links
  • Contacts
    • Academic and Staff Personnel
    • Division Chiefs
    • Divisional Managers - MSOs
    • Fund Manager Directory
    • EFM Team 3 Division Assignments
    • OCGA Division Assignments
    • TDG Division Assignments
    • CTC&SR Division Assignments
    • Development Division Assignments
  • Gryphon Login
  • MyCourses
  • UCLA Health
  • Contact Us

Department of Medicine
Office of Research Administration

Documents

  1. Home
  2. Office of Research Administration
  3. Documents

Documents

Share this

A-C | D- F | G- I | J- L | M- O | P- S | T- Z

A - C

  • 19900 FTE Calculation
  • 9/12 Academic Salary Calculations
  • AAMC Faculty Roster Form
  • Access Matrix
  • Access Request Form - Research Administration
  • Accounting 101 Manual (UCOP)
  • Acronyms
  • Account List Template
  • Adobe Professional-Proposal Preparation
  • After-the-Fact Purchase Approval Request
  • AIS Access Request Form
  • Award Set-Up
  • Award Set-Up Checklist

Back to top

  • Benefit Cost Transfers (BCT)
  • Benefit Cost Transfer Template
  • BruinBuy Online Training
  • Box Login Instructions for Health Sciences
  • Box Tip Sheet
  • BruinBuy How to Do Receiving
  • BruinBuy Preparer Class Pre-Registration Checklist
  • BruinBuy Refresher Training
  • Budget Justification Guide
  • Budget Preparation
  • Budget Template-Center Grant
  • Budget Template-Clinical Trials
  • Budget Template-PHS 398
  • Budget Template-SF424
  • Budget Template-Simple All Years

Back to top

  • Calendar Month Conversion Chart
  • Chair's Commitment Reimbursement Request
  • CHR Courses Recommended for Fund Managers
  • Clinical Research Coordination Services & Education (CSE) - List of Services (Study Activation Team & Clinical Research Coordinator)
  • Clinical Trial Contacts
  • Clinical Trial Contacts List by Object Code
  • Clinical Trial Required Documents Checklist
  • Close Outs
  • Closeout Tool Installation
  • Code of Conduct Acknowledgement
  • Cognos CDW UCPath Reports
  • Cognos CDW UCPath Report Directory
  • Composite Benefit Rate (CBR)
  • Compliance Online Training
  • Confidentiality Agreement
  • Conflict of Commitment Form
  • Conflict of Interest eDGE Certification Report Instructions
  • 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
  • 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 Menu and Application
  • CT Dry Ice Log Template
  • CT Industry Budget - Invoiceable Salary Related Costs
  • CT Invoice Sample
  • CT No Cost Time Extension
  • CT No Cost Time Extension Form
  • CT Parking Vouchers for CT Subjects
  • CT Research Rates - DOM Budget Development (email DOMCTP@mednet.ucla.edu)
  • CT Study Notice Form
  • CT Subcontract Checklist
  • CT Subject Parking Log Template
  • CT Subject Reimbursement Form
  • CT Subject Travel Reimbursement Guidelines

Back to top

D - F

  • Data Oversight Committee Approval
  • Dean's Office Commitment Request Form Template
  • Deposit Form for Gifts, Income & Reimbursements
  • Deposits-EFM
  • Deposits-Gifts
  • DG Inform Report Subscriptions & Templates
  • Direct Cost vs. NIH Direct Cost Ceiling
  • DLAM eSirius Online Account Request Form
  • DOD-CDMRP
  • DOD-CDMRP Required Reps Form
  • DOD-CDMRP Other Support Template
  • DOM DRA Review
  • DOM Research Administration Organizational Chart
  • DOM PI Responsibilities
  • Dual Monitor Set Up in Remote Desktop

Back to top

  • Economic Interest COI eDGE Instructions for PIs
  • Electronic EPASS
  • Electronic EPASS for Approvers
  • Electronic Signatures
  • Electronic Signature Creation Tip Sheet
  • Entertainment Reimbursement Template
  • Equipment Transfer
  • ERS Calculations
  • ERS Cheatsheet
  • ERS Export & Reconciliation
  • ERS for Certifiers
  • ERS for FMs
  • ERS Report Sharing
  • ERS Search List
  • ERS Template Justifications
  • eSNAP
  • Equipment Management EQ920 Certification Letter
  • Expired Funds Report (Instructions)
  • Expired Funds Report (Website)

Back to top

  • Face Page PHS 398 Sample
  • F&A Calculation Examples
  • F&A Calculation Complicated Example
  • Faculty Onboarding Checklist
  • Faculty Other Income Deposit Slip
  • FDP Matrix
  • Filing Systems and Naming Conventions
  • Financial Adjustments Cheatsheet
  • Financial Report Cheatsheet (for PIs) - Summary by Sub
  • Financial Statement Compliance Review Guidelines
  • Financial Statements
  • Financial Statement Batch Template
  • Financial Statement Payroll Projections
  • Financial Statement Sample Email
  • Financial System Report Descriptions (OFSR Web Report)
  • FM Responsibilities
  • FM Tools Quiz
  • FM Tools Quiz Answers
  • Foreign Subaward Payments
  • Form 10
  • Form 10 Sample
  • Foundation Gift Fund Management Report
  • Foundation Gift Transmittal Form
  • FPM Designate FM
  • FPM New Internal PI List Template
  • FSR Interpretation
  • FSR Status
  • Fund Clean Up
  • Fund Manager Mtg & Trainings (most recent)
  • Fund Manager Training Schedule and Registration
  • Fund Management Tools
  • Fund Table Attributes

Back to top

G - I

  • General Liability Insurance
  • Gift Certification
  • Gift Consolidation
  • Gift Fund Maintenance Guidelines
  • Gift New Designation Request Form
  • Gifts Received Undistributed
  • Gift Training Manual
  • GSR Fee Remission
  • Human Fetal Tissue Proposals

Back to top

  • IDC Base & Object Code Table
  • Inclusion Enrollment Report - Adobe Forms D
  • Independent Contractor Pre-Hire Worksheet
  • Indirect Costs - Weekly FM Training
  • Indirect Cost Reconciliation
  • Insurance Rate Premiums - GAEL
  • Intercampus Recharges
  • Interdepartmental Recharges
  • IS New User Form

Back to top

J - L

  • Jounal Entry Template (for Manual JEs)

Back to top

  • Key Personnel vs. Other Significant Contributors vs. Consultants Decision Tree
  • Key Personnel Definition
  • K Letters of Reference
  • K Review Checklist

Back to top

  • Liability Insurance Waiver Request Form
  • Listservs

Back to top

M- O

  • Mentoring Form
  • Monitors - Setting up Dual Monitor Displays Tip Sheet
  • MTF
  • MTF Signup Form
  • Multiple PIs
  • My NCBI
  • My NCBI Account Delegation

Back to top

  • New Hire Checklist
  • NIH Application Changes for PIs
  • NIH Closeout Reports
  • NIH eRA Commons Fund Manager Access (PI Granted)
  • NIH General Attachment Requirements
  • NIH Loan Repayment Program Certification
  • NIH New Attachment: Authentication of Key Biological and/or Chemical Resources (as of 05.25.16)
  • NIH & OCGA Proposal Submission Policies
  • NIH Person Months Conversion Chart
  • NIH Public Access Policy
  • NIH Research Strategy (as of 05.25.16)
  • NIH Vertebrate Animal Section (as of 05.25.16)
  • NIH Rigors and Reproducibility Guidance (as of 01.25.16)
  • NIH Public Access Policy Compliance Report
  • NIH RPPR Progress Report Questions
  • NIH Salary Cap Flag
  • NIH Salary Cap Report
  • NPEARs

Back to top

  • 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 Invoice Generation and Payment Reconciliation
  • OnCore Navigation: FAU Entry
  • OnCore Navigation: Milestones
  • OnCore Navigation: Parameters
  • OnCore Navigation: Study Team Sign Off
  • OnCore Navigation: Subject-Related Status, Visits, Procedures & SAE/Unscheduled Visits
  • OnCore Subject Visit Report
  • On-Line Recharge Access Application
  • Order Form Template
  • Other Support Template (NIH)
  • Overdraft Reports
  • Overdraft Report Sample

Back to top

P - S

  • 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
  • Payroll General Ledger Reconciliation Tool by CRU
  • Payroll Journal Entry
  • Payroll Reconciliation Responsiblity 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 G Instructions
  • PI Exception Form (DGSOM) - DocuSign | Two Forms | Three Forms
  • PI Exception Form (PDF)
  • PI Exception Form - Part-Time Researchers
  • PI Exception Letter for Incoming MTAs
  • PI Portal FM Access
  • PI Portal Roadshow
  • PI Signature Form NIH
  • PO Change Requests for Order Classes: B, C, H & P
  • Policy 913
  • Postdoctoral Unallowable Benefits Memo
  • Postdoctoral & Visiting Scholar Checklist
  • Program Project (P01) Proposal Checklist
  • Proposal 3 Day Submission Memo
  • Proposal Access-eRA & S2S
  • Proposals Basics for PIs PowerPoint
  • ProposalCentral Access
  • Proposal Flow Chart
  • Proposal Funding Opportunity Annoucement (FOA) Questions Checklist
  • Proposal Intake Form
  • Proposal Preparation
  • Proposal Submission Notification
  • Purchasing R & J Req Attachments

Back to top

  • R01 Template for PI
  • RAND Memo of Understanding
  • Rates: F&A, TIF, GAEL & Unallowable NRSA Benefits - Current & Past
  • Records Retention Schedule
  • Reimbursment Process - For Employees & Entertianment
  • Releasing Encumbrances & Memo Liens
  • Relinquishment of Contracts & Grants
  • Remote Working IT Guide
  • 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

Back to top

  • S2S Hints & Tips - More than 1 Proposal Package
  • S2S Pre-Submission Checklist
  • S2S Review Checklist
  • S2S Subaward Attachment Requirements
  • S2S Subaward Review
  • Sales & Service Review Checklist
  • SF424R-R Additional Locations
  • SFN Exception Request
  • SFN Interim Report
  • Skype for Business Tip Sheet
  • SmartSimple UCOP User Manual Report Submission
  • Software for FMs
  • Sole Source Request Form
  • SPAR
  • S&S Application
  • S&S Attachments
  • S&S (Sales & Service) User Guide for Overhead & Markup Transfers
  • Subaward BruinBuy Requisition Set-Up
  • Subaward Invoice Certification
  • Subaward SF424 Adobe Forms Budget
  • Subrecipient Forms Checklist
  • Subaward Set-Up

Back to top

T - Z

  • T32 General Resources
  • T32 RPPR Progress Report
  • 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 Form
  • Training Grant Mentor-Fund Manager Assurance Letter
  • Travel Accounting and Accounts Payable Processing Matrix
  • Travel Guidelines
  • Travel Reimbursement Template

Back to top

  • UBEN 100
  • UCLA VA MOU Fillable
  • UCOP Progress Report Questions
  • UCPath CDW ODS Funding Report
  • UCPath Central Resource Unit Direct Retro Processing Schedule Calendar
  • UCPath Central Resource Unit Processing 2019 Calendar
  • UCPath Central Resource Unit Processing 2020 Calendar
  • UCPath Central Resource Unit Processing 2021 Calendar
  • UCPath Central Resource Unit Processing 2022 Calendar
  • UCPath Central Resource Unit (CRU) General Ledger Resources
  • UCPath DG Inform Default FAU Report
  • UCPath DOM Funding Update & Direct Retro Backup Template
  • UCPath Identifying & Correcting Suspense Funding PowerPoint
  • UCPath MCOP Funding Update (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 Quick Reference Guide - How to Create Shortcut Bookmarks within UCPath
  • 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)
  • UCPath Updating Default Funding
  • UCPath Work Study Direct Retros
  • Union CTO
  • UPAYs
  • UPAY 850

Back to top

  • VAGLAHS and UCLA MOU
  • VAGLAHS and UCLA MOU Worksheet
  • VA/UCLA Faculty Salary Budget Calculation
  • Voicemail Checking Tip Sheet

Back to top

  • webIRB Application Checklist
  • Wire Transfer Form for UCLA Foundation

Back to top

  • Y.N. Fund

Back to top

  • Zee Report
  • Zoom Screen Sharing
  • Zoom Tip Sheet
Like Us on Facebook Follow Us on Twitter Subscribe to Our Videos on YouTube Follow us on Instagram Connect with Us on LinkedIn Follow us on Pinterest Follow us on Flickr Follow us on Sharecare
Top U.S. Medical Schools in Primary Care
  • Giving
  • Contact Us
  • Diversity
  • Emergency
  • Maps & Directions
  • Publications
  • Directory
  • Report Misconduct
  • Volunteer
  • Biomed Library
  • Newsroom
  • Smoke-Free
  • Sitemap
  • Terms of Use
  • Report Broken Links
Top U.S. Medical Schools in Research
Like Us on Facebook Follow Us on Twitter Subscribe to Our Videos on YouTube Follow us on Instagram Connect with Us on LinkedIn Follow us on Pinterest Follow us on Flickr Follow us on Sharecare

Sign in to myUCLAhealth

Learn more about myUCLAhealth