1. Financial Reporting Project RAF Update
May 13, 2010 1 1

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

3. 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 going forward
Training

4. 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.

5. RAPID Upload Closeout Tool
Online tool to Submit Closeout files to EFM
Closeout packets
Certification forms
Other supporting docs
Replaces 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 going forward

6. Accessing the Upload Tool
Requires UCLA Logon ID

7. 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 via ORA News with Powerpoint Presentation and Instructions for download prior to first session

8. Q&A 8 8