Financial Reporting Project RAF Update

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Presentation transcript:

Financial Reporting Project RAF Update May 13, 2010 1 1

Agenda Smart Closeout Tool RAPID Closeout Upload Tool Smart Closeout Tool Training Sessions

Smart Closeout Tool Interim Excel-based Quick Win Tool Scheduled Deployment 5/14 Use of the tool is strongly encouraged Accessible from ORA Portal We’re planning to deploy the new Closeout Tool, which is the Excel based quick win tool tomorrow 5/14. It will be available from the ORA Portal at portal.research.ucla.edu on the Post-Award in the Tool Section. Zip file is updated to include the new tool and new userguide for the tool Zip file also includes this note to SOM users along with a URL on where to get the file if you’re not on Mednet. RAPID Closeout Upload Tool is also going to be posted on the ORA Portal to submit packets via the web to EFM. Do not send via email going forward Training

Accessing the Closeout Tool NOTE: SOM users do NOT download Will be pushed via Mednet network automatically on 5/19. Available from ORA Portal Post Award Tab Zip file is updated to include the new tool (version 5/11) and new userguide for the tool Important Note: the SOM users do NOT need to download the new tool. It will be pushed out via the Mednet network automatically on 5/19. Zip file also includes this note to SOM users along with a URL on where to get the file if you’re not on Mednet.

RAPID Upload Closeout Tool Online tool to Submit Closeout files to EFM Closeout packets Certification forms Other supporting docs Replaces email submission Deployment Scheduled 5/14 Accessible from ORA Portal RAPID Closeout Upload Tool is also going to be posted on the ORA Portal to submit packets via the web to EFM. Do not send via email going forward

Accessing the Upload Tool Requires UCLA Logon ID

Smart Closeout Tool Training Sessions Wednesday, May 19th 9:00 am – Noon Louis Jolyon West Auditorium Room C8-183 Semel Institute Thursday, June 3rd 1:00 pm – 3:30 pm Physics/Astronomy Building Room 1425 Tuesday, June 8th 1:00 pm – 4:0 0pm Neuroscience Research Building Auditorium Friday, June 18th 9:00 am – Noon Public Policy Rooms 2343 and 2355 Thursday, June 24th 1:00 pm – 4:00 pm Save the Date and attend training! Look out for email via ORA News with Powerpoint Presentation and Instructions for download prior to first session

Q&A 8 8