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Fund Manager Training Schedule and Registration 2021 | 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 Reqeust Form - Research Administration
  • Acronyms
  • Account List Template
  • Adobe Professional-Proposal Preparation
  • After-the-Fact Purchase Approval Request
  • AIS Access Request Form
  • Award Set-Up

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  • Benefit Cost Transfers (BCT)
  • Benefit Cost Transfer Template
  • BioSketch vs OS
  • BruinBuy Online Training
  • Box Login Instructions for Health Sciences
  • Box Tip Sheet
  • 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

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  • Calendar Month Conversion Chart
  • Chair's Commitment Request Format
  • CHR Courses Recommended for Fund Managers
  • Clinical Trial Contacts
  • Clinical Trial Required Documents Checklist
  • Close Outs
  • Closeout Tool Access
  • Code of Conduct Acknowledgement
  • Cognos CDW UCPath Reports
  • 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
  • Clinical Research Study Activation Team (SAT) Menu of Services
  • CT Application Checklist - DOM
  • CT Budget Template
  • CT Calc Template
  • CT Close Out Request Form
  • CT Invoice Sample
  • CT No Cost Time Extension Form
  • CT Research Rates - DOM Budget Development (email Leslie Cortez)
  • CT Subcontract Checklist
  • CT Subject Travel Reimbursement Guidelines

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D - F

  • Data Oversight Committee Approval
  • Dean's Office Commitment Request Form Template (email Raellen Man)
  • 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
  • DOM DRA Review
  • DOM Research Administration Organizational Chart
  • DOM PI Responsibilities
  • Dual Monitor Set Up in Remote Desktop

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  • 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

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  • Face Page PHS 398 Sample
  • F&A Cost and TIF Rates
  • Faculty Onboarding Checklist
  • Faculty Other Income Deposit Slip
  • FDP Matrix
  • Filing Systems and Naming Conventions
  • 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
  • Form 10
  • Form 10 Sample
  • Foundation Gift Fund Management Report
  • Foundation Gift Transmittal Form
  • Foundation New Designation Request Form
  • FPM Designate FM
  • FSR Interpretation
  • FSR Status
  • Fund Clean Up
  • Fund Manager Mtg (most recent)
  • Fund Manager Training Schedule and Registration
  • Fund Management Tools
  • Fund Table Attributes

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G - I

  • General Ledger Example
  • General Liability Insurance
  • Gift Certification
  • Gift Consolidation
  • Gift Fund Maintenance Guidelines
  • Gifts Received Undistributed
  • Gift Training Manual
  • GSR Fee Remission

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  • 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 - FY 20-21
  • Interdepartmental Recharges
  • IS New User Form

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J - L

  • Jounal Entry Template (for Manual JEs)

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

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  • Liability Insurance Waiver Request Form
  • Listservs

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M- O

  • MCCS Access Acknowledgement Form
  • MCCS Confidentiality Agreement
  • MCCS Request Form
  • MCCS Update Form
  • Mentoring Form
  • Monitors - Setting up Dual Monitor Displays Tip Sheet
  • MTF
  • MTF Signup Form
  • Multiple PIs
  • My NCBI
  • My NCBI Account Delegation

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  • New Hire Checklist
  • NIH Application Changes for PIs
  • NIH ASSIST Applications - Electronic Submission of NIH Mult-Project Applications (presented at Nov 2013 RAF)
  • 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

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  • 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
  • Overdraft Reports
  • Overdraft Report Sample

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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 Journal Entry
  • Payroll Reconciliation Responsiblity List
  • Payroll Wage Disposition
  • Period of Initial Enrollment
  • PETs (UPAYs)
  • PET PPS Salary Cost Transfer Template
  • Physician MCCS Form
  • PHS Assignment Request Form
  • PHS Conflict of Interest Memo
  • PHS Human Subject and Clinical Trials Information - Forms E
  • PI Exception Form
  • 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
  • Proposal 3 Day Submission Memo
  • Proposal Access-eRA & S2S
  • Proposals Basics for PIs PowerPoint
  • ProposalCentral Access
  • Proposal Document Submission
  • Proposal Flow Chart
  • Proposal Funding Opportunity Annoucement (FOA) Questions Checklist
  • Proposal Intake Form
  • Proposal Preparation
  • Proposal Submission Notification
  • Purchasing R & J Req Attachments

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  • R01 Template for PI
  • RAND Memo of Understanding
  • 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
  • RxLx Example

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  • 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
  • SF424 Adobe Forms D: Authentication of Key Biological
  • SF424 Adobe Forms D: Research Strategy
  • SF424 Adobe Forms D: Vertebrate Animals
  • SF424 Adobe Forms D Guidelines (effective 05/25/16)
  • SF424 Adobe Forms D PowerPoint from DMEC(effective 05/25/16)
  • 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 E Budget
  • Subrecipient Forms Checklist
  • Subaward Set-Up

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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
  • Travel Accounting and Accounts Payable Processing Matrix
  • Travel Guidelines
  • Travel Reimbursement Template

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  • UBEN 100
  • UCLA VA MOU Fillable
  • 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 (CRU) General Ledger Resources
  • UCPath DG Inform Default FAU Report
  • UCPath DOM Faculty Funding Update 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 Overview PowerPoint 10.11.18
  • 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 - Navigation for HCM & GL Transactions
  • 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

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

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  • webIRB Application Checklist
  • Wire Transfer Form for UCLA Foundation

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  • Y.N. Fund

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  • Zee Report
  • Zoom Screen Sharing
  • Zoom Tip Sheet
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