post-award ucla department of medicine office of research administration
TRANSCRIPT
![Page 1: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/1.jpg)
UCLA Department of Medicine Office of Research Administration
Fund Manager BasicsPost-Award
![Page 2: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/2.jpg)
UCLA Department of Medicine Office of Research Administration
Accounting Resources• UCLA Accounting Manual• UCLA Accounting Class – Course #001• ALL fund managers should take this class!
![Page 3: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/3.jpg)
UCLA Department of Medicine Office of Research Administration
Understanding the FAU
Sample Full Accounting Unit (FAU)4-441357-AF-32222-BRUINS-03-4630-ALAN
• Location – Designates which campus within the UC system. UCLA = 4.
• Account – See following slides• Cost Center – Are either PI or Operational• Fund – A discrete monetary source. Each contract,
grant, new service, or auxiliary activity is given a separate fund number, which is established and controlled by the University (EFM or Accounting).
Location Account Cost Center Fund Project Sub Object Source
4 441357 AF 32222 BRUINS 03 4630 ALAN
![Page 4: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/4.jpg)
UCLA Department of Medicine Office of Research Administration
Understanding the FAUSample Full Accounting Unit (FAU)
4-441357-AF-32222-BRUINS-03-4630-ALAN
• Project – Optional. Can be used to identify a group of activities that require financial tracking. The project field is established and controlled by the Department.
• Sub – Combines groups of expenditures for reporting.• Object Code – Used to break expenditures into categories.
Object codes are established and controlled by the University.• Source – Optional. Can be used to best meet the needs of the
Department, such as breaking down an expense into a lower subset or classification, similar to a Project Code. Departments are allowed to establish and control the Source field.
Location Account Cost Center Fund Project Sub Object Source
4 441357 AF 32222 BRUINS 03 4630 ALAN
![Page 5: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/5.jpg)
UCLA Department of Medicine Office of Research Administration
Recharge ID #• The Recharge ID # is a shorthand for the Loc-
Account-CC-Fund-Sub, and is essential when ordering goods and services from certain UCLA on-campus vendors.
• Recharge IDs are made up of 4 alpha/numeric characters, e.g. MV22.
• To establish, close or reinstate a Recharge ID, complete the Recharge ID Request Form online.
![Page 6: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/6.jpg)
UCLA Department of Medicine Office of Research Administration
Account FunctionACCOUNT
40XXXX42XXXX43XXXX
44XXXX – 59999960XXXX61XXXX62XXXX64XXXX66XXXX68XXXX72XXXX76XXXX
77XXXX – 79999980XXXX – 899999
94XXXX99XXXX
FUNCTIONInstructionTeaching HospitalsAcademic SupportResearchLibrariesUniversity ExtensionPublic ServicePhysical Plan OperationsAdministrationStudent ServicesInstitutional SupportAuxiliary EnterprisesStudent Financial AidNon-Reportable ExpendituresPlant Control Improvement ProgramsControl Accounts
![Page 7: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/7.jpg)
UCLA Department of Medicine Office of Research Administration
Fund RangesFUND00001 - 0029904100 - 0979918000 - 1819918200 - 18887
1888818889 - 1899919900 - 1999920000 - 2039920500 - 2059920600 - 2093920940 - 2099921000 - 3399934100 - 3979939800 - 5699957000 - 5999960000 - 6599966000 - 6999970000 - 7499975000 - 7599976000 - 7699977001 - 7714978000 - 7829978300 - 7879978800 - 79999
DESCRIPTIONAgency FundsEndowment PrincipalState of California - Special State AppropriationState of California - Contracts & GrantsSpecial - Balance Sheet ControlState of California - Contracts & GrantsGeneral FundsStudent Tuition and FeesState of California - Special State AppropriationState of California - Contracts & GrantsLocal GovernmentFederal GovernmentEndowment IncomePrivate GiftsPrivate Contracts and GrantsSales and ServicesOther Sources (Sales and Services)Auxiliary EnterprisesReservesReserves for Renewal and ReplacementLocal Government (Contract and Grants)Private Contracts and GrantsClinical TrialsPrivate Contracts and Grants
![Page 8: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/8.jpg)
UCLA Department of Medicine Office of Research Administration
Sub Codes• 00 – Academic Salaries• 01 – Staff Salaries• 02 – General Assistance Salaries• 03 – Supplies and Expense• 04 – Inventorial Equipment• 05 – Special Items (i.e. travel & student stipend fees)
• 06 – Employee Benefits• 07 – Special Items (i.e. student tuition fees, subawards)
• 08 – Special Items (i.e. unallocated appropriations)
• 09 – Recharges• 9H – Overhead
![Page 9: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/9.jpg)
UCLA Department of Medicine Office of Research Administration
Type Entry (TE) CodesTYPE
ENTRY1112131415323334414243445051525354585970ENML
DESCRIPTIONAnnual Operation Budget AppropriationReappropriation of Prior Year BalancesBudget Appropriations or Adjustment (Non-Operating Funds)Adjustment to Operating Budget FundsInter-Campus Budget TransferCash Receipts - Main CashierCash Receipts - Main CashierCash Receipts - Other CashiersAccounts Payable - Invoice AccrualAccounts Payable - Check IssuanceAccounts Payable - Check CancellationAccounts Payable - Invoice CancellationUniversity Invoice - SBARSundry Debtor Bills - General UniversitySundry Debtor Bills - Tissue Typing LabFinancial Journal EntryNon-Payroll Expenditure Adjustment Request (NPEAR)On-line Financial Journal and AdjustmentOn-line Recharge BillingOverheadEncumbrance Memo Lien
![Page 10: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/10.jpg)
UCLA Department of Medicine Office of Research Administration
Operational Cost Center Definitions• Link to the full list of Operational Cost Centers• Common Operational Cost Centers:• 1A – Academic Patient Care Salaries• 1B – Academic Research Salaries• 1C – Academic Teaching Salaries• 2D – Division Teaching Administration• 2E – Division Research Administration• 2X – Department Teaching Administration• 2Y – Department Research Administration• 3H – Housestaff Salaries• 3P – Postdoctoral Scholars • 3M – Clinical Education Programs• 3X – General Teaching Programs• 3Y – General Research Programs• 4R – Research Recruitment
![Page 11: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/11.jpg)
UCLA Department of Medicine Office of Research Administration
• Link to List on DOM ORA Website• UC Learning Center site
(LMS)
Recommended Courses for Fund Managers
![Page 12: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/12.jpg)
UCLA Department of Medicine Office of Research Administration
• DOM Weekly FM Training Summer/Fall 2015 semester begins Tuesday, October 25th
• OCGA Master Calendar Training Schedule
• Fundamentals of Gift Administration•Thursday, October 1, 2015•9:00 am – 12:00 pm• James West Alumni Center (Collins Room)•Need to RSVP to attend.
Training Opportunities
![Page 13: Post-Award UCLA Department of Medicine Office of Research Administration](https://reader035.vdocuments.site/reader035/viewer/2022081816/56649e6a5503460f94b67b17/html5/thumbnails/13.jpg)
UCLA Department of Medicine Office of Research Administration
Peter Butler, MDProfessor of Medicine
Division Chief – EndocrinologyWhy is There a Diabetes Epidemic? Wednesday,
September 2, 201512:00 PM – 1:00 PMRoom C8-183 NPI
(Semel Auditorium)
Lunch is provided, so get there early!
Next BioBasics Lay Seminar