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 Request Form - Research Administration
• 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

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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 Acronyms & Key Terminology
• CT Application Checklist - DOM
• CT Budget Template
• CT Calc Template
• CT Close Out Request Form
• CT Invoice Sample
• CT No Cost Time Extension
• 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 Calculation Examples
• F&A Calculation Complicated Example
• 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
• Other Support Template (NIH)
• 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-General Ledger Reconciliation Tool by CRU
• 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 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
• 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 (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
• 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

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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