Contracts and Grants Accounting Forms

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 Direct Retro Justification FormSubmit 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.