This checklist is intended for Finance team members to utilize from Budget & Resource Management, the Controller's Office, FAS Finance Service Center, and Risk & Advisory Services. Supply Chain Management team members should refer to MySCM's Workflow for MyExpense
This project aims to update the status of 20,000 unfunded proposal records older than two years from “OSR Approved/Submitted” to “Unfunded” to ensure accurate data migration to Oracle Cloud and Huron Research Suite, to improve pre-award success rate reporting.
This project aims to eliminate a backlog of 3,500 expired awards older than 120 days to ensure accurate data migration to Oracle Cloud and establish a preventative operating procedure for timely award closeouts.
The Chancellor’s annual budget process provides an opportunity for control points to make requests forrecurring and one-time incremental funding. Funding for approved requests may come from campuscore funds directly, and may include funding from other major campus partners, typically the School ofMedicine and/or UCSF Health, depending on the expected benefits of specific funding decisions. Inputfrom campus leadership, especially from the major funding partners, is important to the Chancellor inmaking these decisions. This document formalizes the membership and role of the Funding RequestReview Committee, which is advisory to the Chancellor in making funding decisions.
Charter for the UCSF Budget & Investment Committee Effective 2/1/22
Finance departments seeking exceptional approval for retirement or celebration events must use the Finance Exceptional Approval Form. This form ensures that the event is reviewed by Alexandra Jalali as an additional step in the approval process.Finance Exceptional Approval FormGuidelines for Requesting Additional Approval
Using delayed meeting start times is a strategic approach to managing the complexities of modern work schedules.
As UCSF staff members, it is our responsibility to complete the required training on time. Training requirements may vary: some need to be completed only once, while others are required annually or biannually, depending on the topic.
The information on this page is meant for Finance staff to utilize as they navigate their way around UCSF Finance. For additional resources across UCSF, please visit the Campus Life Services website. We value your feedback as we strive to continuously improve and better serve our staff. If you have suggestions for enhancing this page or any other feedback, please don’t hesitate to contact us.
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