Mark your calendar for the next Research Administration (RA) Town Hall that will take place on Thursday, March 14, from 10 a.m. to noon via Zoom.We will communicate further details about the Town Hall through the Research Administration forum on Microsoft Teams. We use Teams to communicate agendas, the Zoom webinar link, and any technical issues or updates during the Town Hall meetings. You can also use Teams to submit topic requests for upcoming Town Hall meetings.To join the Research Administration forum on Microsoft Teams:Sign into Microsoft Teams and navigate to the Teams page.Click Join or create team.Type “Research Administration” in the Search teams search box.From the Search results, hover over the Research Administration team and click Join team.Instructions to join the Research Administration forum on Microsoft Teams are also available on the Controller's Office website.
This month, petty cash verification letters will be distributed via DocuSign to all petty cash custodians. To ensure petty cash is properly accounted for and that records are accurately stated, custodians must complete their verification letters no later than Wednesday, February 14, 2024. Failure to comply with the required process may result in closure of the petty cash fund.Please submit any petty cash account changes before January 10, 2024, to help ensure a smooth verification process. Procedures for making changes to your petty cash account are available on the Controller’s Office website.If you do not receive your letter by January 17, 2024, or if you have questions about the verification process, contact the Cash Operations Team.
Review journal posting dates and funding entry deadlines
The Post Award Management (PAM) training series (opens in new window) provides an introduction to post award processes and is presented twice per year in a series of five modules. We encourage all new research administrators and those seeking a refresher to join us for the latest series.Currently scheduled and available for registration, the below sessions run from 10 a.m. to noon:Jan 25, 2024: Award Setup for Sponsored ProjectsFeb 22, 2024: Billing for Sponsored ProjectsMar 21, 2024: Cash and Collections for Sponsored ProjectsApr 18, 2024: Financial Reporting and Award Closeout for Sponsored ProjectsMay 16, 2024: Compliance for Sponsored ProjectsLog into the Post Award Management (PAM) training series (opens in new window) to reserve your seat for an upcoming session. If you have questions about using the UC Learning Center, contact Controller's Office Training Manager Michael Burgess.
As previously announced, a new video presentation, Trainee Appointment and Compensation Review Under the New Collective Bargaining Agreements (CBAs) (opens in new window), is now available in the UC Learning Center.After watching all four sections of the presentation, participants will receive an email link to register for a live Q&A session. Sessions will be offered via Zoom from 1 – 2 p.m. on Wednesday, January 17 and Wednesday, January 24. To help us address everyone’s questions, please include your questions when you submit your registration.We strongly encourage all research administrators with responsibility for financial/post award management of Postdoctoral Scholars, GSRs, and Residents/Clinical Fellows, to watch all four sections and attend a follow-up Q&A session.
Later this month, the MyReports team will release a new version of the Employee & Position Distribution Report. Based on input from the MyReports Campus Advisory Group, a new Project RSA column will be added to the Display Columns picklist filter. When added to the report output, this column will indicate the Research Services Analyst (RSA) assigned to the corresponding Project for the position funding distribution line. In addition, the Annual Rate column will be included in the default display.Users can select from the Display Columns picklist filter to further tailor the report output and can save individual filter settings via the MyFavorites functionality.Look for an additional announcement via the MyReports listserv once the new report features are available. Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
The Post Award Management (PAM) training series (opens in new window) provides an introduction to post award processes and is presented twice per year in a series of five modules. We have updated the current series format to provide more interaction between instructors and fellow learners. We encourage all new research administrators and those seeking a refresher to join us.Currently scheduled and available for registration, the below sessions run from 10 a.m. to noon:Feb 22, 2024: Billing for Sponsored ProjectsMar 21, 2024: Cash and Collections for Sponsored ProjectsApr 18, 2024: Financial Reporting and Award Closeout for Sponsored ProjectsMay 16, 2024: Compliance for Sponsored ProjectsLog into the Post Award Management (PAM) training series (opens in new window) to reserve your seat for an upcoming session. If you have questions about using the UC Learning Center, contact Controller's Office Training Manager Michael Burgess.
The next Research Administration (RA) Town Hall will take place on Thursday, March 14, from 10 a.m. to noon via Zoom.We will communicate further details about the Town Hall through the Research Administration forum on Microsoft Teams. We use Teams to communicate agendas, the Zoom webinar link, and any technical issues or updates during the Town Hall meetings. You can also use Teams to submit topic requests for upcoming Town Hall meetings.To join the Research Administration forum on Microsoft Teams.Sign into Microsoft Teams and navigate to the Teams page.Click Join or create team.Type “Research Administration” in the Search teams search box.From the Search results, hover over the Research Administration team and click Join team.Instructions to join the Research Administration forum on Microsoft Teams are also available on the Controller's Office website.
Due to a limited number of registrations, we rescheduled the previously announced January Q&A sessions to Tuesday, February 6, from 2-3 p.m.The live Q&A session will provide answers to follow-up questions after watching the video presentation, Trainee Appointment and Compensation Review Under the New Collective Bargaining Agreements (CBAs) (opens in new window).Upon watching all four sections of the presentation in the UC Learning Center, participants will receive an email link to register for a live Q&A session. To help us address everyone’s questions, please include your questions when you submit your registration.We strongly encourage all research administrators with responsibility for financial/post award management of Postdoctoral Scholars, GSRs, and Residents/Clinical Fellows, to watch all four presentation sections prior to February 6 and to attend the follow-up Q&A session.
Since its re-launch in September 2023, the enhanced Proposal and Award Metrics Dashboard (PAMDash) has received over 3,000 views. If you did not attend our earlier training sessions, now is the perfect time to get acquainted with the dashboard.Whether you are a regular user or you have not yet explored PAMDash, join us for one of two office hour sessions for a dashboard overview and to get answers to your questions. Contracts and Grants Accounting will also share what is planned for the next round of enhancements and want to hear your feedback.Join our office hours (opens in new window) on:Date: February 15 and March 15Time: 11:10 a.m. - noonDon't miss out on learning how you can make the most of PAMDash features to enhance your award management workflow. Drop in to either of our two upcoming office hour sessions by following the link above at the start of each session (MyAccess login required).
