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Financial Reporting Project RAF Update

Financial Reporting Project RAF Update. May 13, 2010. 1. 1. Agenda. Smart Closeout Tool RAPID Closeout Upload Tool Smart Closeout Tool Training Sessions. Smart Closeout Tool. Interim Excel-based Quick Win Tool Scheduled Deployment 5/14 Use of the tool is strongly encouraged

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Financial Reporting Project RAF Update

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  1. Financial Reporting Project RAF Update May 13, 2010 1 1

  2. Agenda • Smart Closeout Tool • RAPID Closeout Upload Tool • Smart Closeout Tool Training Sessions

  3. Smart Closeout Tool • Interim Excel-based Quick Win Tool • Scheduled Deployment 5/14 • Use of the tool is strongly encouraged • Accessible from ORA Portal

  4. Accessing the Closeout Tool • NOTE: SOM users do NOT download • Will be pushed via Mednet network automatically on 5/19.

  5. RAPID Upload Closeout Tool • Online tool to Submit Closeout files to EFM • Closeout packets • Certification forms • Other supporting docs • Replaces email submission • Deployment Scheduled 5/14 • Accessible from ORA Portal

  6. Accessing the Upload Tool Requires UCLA Logon ID

  7. Smart Closeout Tool Training Sessions Save the Date and attend training! • Wednesday, May 19th 9:00 am – Noon • Louis Jolyon West Auditorium Room C8-183 Semel Institute • Thursday, June 3rd1:00 pm – 3:30 pm • Physics/Astronomy Building Room 1425 • Tuesday, June 8th1:00 pm – 4:0 0pm • Neuroscience Research Building Auditorium • Friday, June 18th9:00 am – Noon • Public Policy Rooms 2343 and 2355 • Thursday, June 24th1:00 pm – 4:00 pm • Louis Jolyon West Auditorium Room C8-183 Semel Institute

  8. Q&A 8 8

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