Award Closeout
- Overview of Award Closeout Process (PDF)
- Detailed review of Award Closeout Process (PPT)
- Step-by-step guide - Processing accruals at award closeout (PDF)
- Step by step guide - Completing the closeout certification form (PDF)
- Video - Award closeout accrual process (9:40)**
- Video - Award closeout procedures (12:42)**
** There are UPAY (PPS) references in the videos but the majority of the contents are still consistent with current business processes.
Effort Reporting System (ERS)
Effort Reporting Briefings
UC Learning Center
- Module 1: Welcome to ERS - How to use the controls and how to login to the ERS System(link is external)
- Module 2: Introduction to ERS - Introduction to effort reporting, policy, roles, reporting schedules(link is external)
- Module 3: Setting Up Searches in ERS - Subscribe to a principal investigator's My Projects search, creating a search, manage saved searches(link is external)
- Module 4: Working With Effort Reports - The effort report list, the review process, tolerance threshold, how to modify and save an effort report(link is external)
- Module 5: Other Effort Report Options - Cost sharing, adding a sponsored project, multiple certifications, version number of an effort report, recertification process, ERS notifications(link is external)
- Module 6: The Effort Report Coordinator - ERC departmental management responsibilities, ERC campus responsibilities, notifications, managing the certification process(link is external)
- Final Quiz: This quiz must be successfully completed before access to the ERS system can be granted.(link is external)
User Guides
- Quick guide to start (PDF)
- Quick guide for Certifiers (PDF)
- Quick guide - My certifications/my projects lists (PDF)
- Tips for the Principal Investigator (PDF)
- Quick guide for Reviewers (PDF)
- Payroll details report - Definitions and guide (PDF)
- Setting Up searches – Module 3 (PDF)
- Multiple PI certification process (PDF)
- Best practices (PDF)
- Principal Investigator unable to certify (PDF)
Project Costing Chartfields
RA Grants Workcenter
Managing awards finances using the RA Grants WorkCenter (PDF)
Custom Training
Contracts and Grants Accounting can arrange department-specific training sessions upon request. Please email CGAawards@berkeley.edu(link sends e-mail) to discuss your training needs and goals.