Form | Description |
| Award Checklist (New Award) (PDF) | Departments use this checklist for new award setup. |
| Award Closeout Checklist (PDF) | Departments use this checklist for award closeout. |
| UCPath High Risk Salary Cost Transfer Justification Form | Submit a payroll cost transfer (SCT) and attach the completed justification form, when increasing expenses to a federal fund more than 120 days after the initial charge or 90 days after the award end date. Tips for high risk justification. |
| Payroll and Non-Payroll High Risk Cost Transfer Request Form (KFS Expenses) | For expenses posted originally on or before 12/31/2023 in KFS and converted to AE. Request a non-payroll cost transfer to a federal fund more than 120 days after the initial charge or 90 days after the award end date. |
| Non-Payroll Expense Transfers Request Form, Including High Risk (AE Expenses) | For non-payroll expenses originally posted on or after 1/1/2024 in AE when moving expenses GL to PPM, PPM to GL, or when transfers are moving to a federal fund more than 120 days after the initial charge or 90 days after the award end date. |
| ERS Help Request Form (Webform) | Request assistance with the Effort Reporting System. |
| ERS View or Edit Access Request Form (PDF) | Request Coordinator permissions in the Effort Reporting System. |
| ERS Certification Permission Request Form (PDF) | Request Certifier permissions in the Effort Reporting System. |
| Handout for RACS Training: Post Award Administration, Part 1 (PDF) | This is the exercise handout for the class, which is available in the UC Learning Center. |
| Handout for RACS Training: Indirect Costs (PDF) | This is the exercise handout for the class, which is available in the UC Learning Center. |
