As follow up to my February e-mail, the guidance for UCPath related salary cost transfers has been revised. This revision is necessary as the deployment of UCR's Salary Cost Transfer (SCT) Request System has been delayed until April, and payroll transactions processed in December are nearing the 120 day transfer deadline for transfer to a federal fund. Ideally, departmental requests for UCPath related salary cost transfers should be held until the SCT system is deployed. However, in order to accommodate requests for urgent and time sensitive transactions, an interim exceptional manual process has been developed for UCPath related salaries. The criteria for using this manual process has been revised as follows: 1) contract and grant salaries greater than 90 days old; 2) expired contract and grant funds where a final financial report is due; and/or 3) Other time sensitive transactions (requires justification). Requests not meeting this criterion will be returned and should be submitted using the SCT Request System when deployed. In addition, transactions posted to the department default funding (fund 69993) will be corrected centrally. Please use the following procedures to request salary cost transfers meeting the above criteria:

1. Complete the attached form (filename: Urgent SCT Manual Request Form V2-note this is a revised form) and obtain the appropriate PI and FAO's approval. Transfers involving salary transactions appearing on the December ledgers should be a first priority and submitted by 3/26/18 by 5pm to ensure compliance with the 120 day timeline outlined in Business & Finance Bulletin A-47. Transactions appearing on the January ledgers will also be a high priority, and it is requested that any time sensitive requests be submitted by 4/6/18 to ensure prompt posting. Other urgent requests not involving transactions posted in December or January will be prioritized for processing.
2. Prepare a SuperDOPE Query with the data elements noted in the attached sample as supporting documentation (filename: Example SDOPE Query for SCT Backup).
3. Send completed form and supporting SuperDOPE output to emf@ucr.edu using the subject line "Urgent SCT". Requests meeting the above requirements will be processed by the Accounting Office.

Thank you for your continued patience as the campus completes our systems development related to the UCPath transition. Questions should be directed to ucrfsfeedback@ucr.edu.

---------------Original Email---------------

From:  Bobbi McCracken, AVC Business & Financial Services
Sent: Mon, Feb 26, 2018 7:52 PM
To: MSOADM Users List
Subject: UCPath Related Salary Cost Transfers
Attachments:SCT Tracking Template; Urgent SCT Manual Request Form; Example SDOPE Query for SCT Backup

UCR's Salary Cost Transfer Request System is currently under development and is planned for deployment in late March. Departmental requests for UCPath related salary cost transfers should be held until the system is deployed. To assist with tracking necessary salary cost transfers and facilitate processing once the request system is available, a template (filename: SCT Tracking Template) is attached for your convenience. This information may also be useful to share with your unit's contract and grant analyst(s), so pending salary cost transfers can be noted on related PI reports.

In order to accommodate requests for urgent and time sensitive transactions, an interim exceptional manual process has been developed for UCPath related salaries. These requests should be limited to salary cost transfers related to an expired contract and grant fund where a final financial report is due; requests not meeting this criterion will be returned and should be submitted using the SCT Request System when deployed. Please use the following procedures to request time sensitive and urgent salary cost transfers:

1. Complete the attached form (filename: Urgent SCT Manual Request Form) and obtain the appropriate PI and FAO's approval. Transaction that must be reflected in the February ledgers are due on 2/27/18 by 5pm. Requests received after this deadline will be reflected on the March ledgers.
2. Prepare a SuperDOPE Query with the data elements noted in the attached sample as supporting documentation (filename: Example SDOPE Query for SCT Backup).
3. Send completed form and supporting SuperDOPE output to emf@ucr.edu using the subject line "Urgent SCT". Requests meeting the above requirements will be processed by the Accounting Office.

Thank you for your continued patience as the campus completes our systems development related to the UCPath transition. Questions should be directed to ucrfsfeedback@ucr.edu.

Attachments: Example SDOPE Query for SCT Backup; Urgent SCT Manual Request FormV2