May 27, 2025 | Edition #222

• Department Deadlines Posted: The Department Action and Cutoff Dates Blink page is live—review key deadlines from central offices and confirm any internal department deadlines.

• New Cost Transfer Guides Available: Starting Wednesday, use Oracle Guided Learning to navigate cost transfer processes including splits and transfers; search “Cost Transfer” in the OGL menu.

• Award Closeout Report Released: A new BAH report helps identify expired awards with active projects—access it via the Exceptions and Reconciliation tab. Learn more at this week’s Fund Management Office Hours.

• STAR Awards on Federal Projects: STAR Awards may be charged to federal awards only if they meet specific criteria; submit a SNOW ticket to SPF for approval and justification.

• Terminated Awards Reporting Guidance: Final reporting and invoicing procedures are now available for awards terminated due to Executive Orders—read full guidance and timelines on Blink.

⏰ Watch out for these time-sensitive deadlines! ⏰

📌 6/19: Deadline for local approval of all funding transactions before the 6/20 Fiscal Year-End Funding Entry Freeze.

📌 6/20: Fiscal Year-End Funding Entry Freeze begins.

📌 6/25: UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective 7/1/25. Click here for upcoming critical deadlines. (Next deadline is 6/25).

📌 6/26: Salary Cost Transfer approvals for BW/MO High-Risk due by 6/26 @ 8:00 p.m.

📌 6/30: Advanced Oracle users must complete the Oracle Foundations training or request role removal if access is no longer needed.

📌 7/1: Direct Retro (DR) tool retires in UCPath.

📌 7/3: Final Salary Cost Transfer approvals (Non-High-Risk) due by 7/3 @ 8:00 p.m. for June posting.

📌 8/31: Certification deadline for all FY25 JUL–DEC effort reports in ECERT.

Department Action and Cutoff Dates Now Available!

The Department Action and Cutoff Dates Blink page for campus users is now published! Find key actions and cutoff dates to help you prepare. Please note: the listed deadlines are set by central offices—your department may have additional requirements or earlier deadlines, so be sure to check internally as well.

New Cost Transfer Guidance

Beginning Wednesday, you will be able to access new Oracle Guided Learning (OGL) focused around cost transfers. Use these guides to help you process splits, transfers, or split and transfers. Access the guide by searching for Cost Transfer in the OGL menu!

New Report: Award Closeout

This new report, accessible from the Exceptions and Reconciliation tab in BAH, helps identify expired awards with active projects, as well as the actions needed to prepare them for closeout. More information on how to access, navigate, and interpret this report can be found on Blink. A demo of the new report will be presented at this week’s Fund Management Office Hours.

Special thanks to everyone who participated in the testing of this report: Wella Garcia, Daniel Perdew, Meg Felando, Ali McKeever, Jori Moore, Kinu Kanda, Maddy Osborn, Kathy MacMaster, and Brittany Dellos.

STAR Awards on Federal Projects Guidance

The UC Office of the President has clarified that STAR Awards may be charged to federal awards only if they meet specific criteria, including a direct benefit to the project, compliance with sponsor and federal regulations (2 CFR §200.430(f)), and proper documentation. 

At UC San Diego, STAR Awards are transaction controlled on federal/federal flow-through projects by default. To request approval to post, submit a SNOW ticket to Sponsored Projects Finance via BFS Support Finance with justification, benefit, and allocation details. SPF will review and determine if the cost can be allowed. Please review this write up for more details.

Guidance on Final Reporting and Invoicing on Terminated Awards due to Executive Orders

In response to recent Executive Orders, Sponsored Projects Finance has issued guidance outlining how we will manage final expenditure reports (FERs) and complete final draws for all terminated awards—even while appeals are underway.

View the full guidance and timelines here: Terminated Award Closeout Guidance.

Heads-Up: CIPERB UI has had a Makeover!

You’ll notice a fresh new look when you log into CIPERB. An updated user interface designed to be more modern, intuitive, and easier to navigate has been rolled out. While the layout and visuals have changed, the core functionality remains the same—so you’ll still find what you need in familiar places. No action needed on your part, just don’t be alarmed when things look a little different!

📜 Weekly Digest Archive 📜

Be sure to check out our previously published articles to review essential information and announcements.

Office Hours Calendar

Check out our office hours and sections this week! Our Fund Management, ECERT Effort Reporting, IPPS, ICA, and Reporting hours are linked below. We’re here to support you!

📢 ICA Office Hours

Reminder that ICA covers Fiscal Close, Payroll Cost Transfer and Payroll Reconciliation related topics.

• Wednesday, 5/28 at 1pm - Join Here

The Support Framework: Your Guide to Finding Help

Learning all there is to know about budget & finance can feel daunting.

The Support Framework is designed to help the Budget & Finance community, including faculty or staff with financial responsibilities, identify their resources based on the following questions:

• What can I do on my own?
• Where can I get help?
• Who can help escalate?
• How do I suggest enhancements?

Bookmark or download a copy for quick links to various resources available to you.

Each Tuesday, the Weekly Digest provides important updates related to
Budget & Finance, including Oracle Financials Cloud and Concur Travel & Expense.
Our goal is to deliver timely information that matters to you.

Not sure where to find answers? Get started using our Support Framework.

 Visit Our Website | Subscribe to our YouTube | Contact Us

Manage your preferences | Opt Out using TrueRemove™
Got this as a forward? Sign up to receive our future emails.
View this email online.

9500 Gilman Dr, | La Jolla, CA 92093 US

This email was sent to eantentasoliveras@ucsd.edu.
To continue receiving our emails, add us to your address book.