For Family Medicine Research Unit Employees

Here are some commonly needed documents/forms for Department of Familiy Medicine Research Unit employees. If you have any questions or do not see the form you require, please contact Laura Sheehan, Manager of Research Administration at LSheehan@mednet.ucla.edu.

TRAINING/HOW-TO GUIDES:

Accounting Policies/Training (PPT) (Link opens in new window)

Blanket Agreements/Orders(Link downloads document) (Link opens in new window) (outdated)

Effort Reporting Guide(Link downloads document) (Link opens in new window)

How-To Guide for Travel(Link downloads document) (Link opens in new window) (requesting flights, PTAs, etc.)

Information Sheet for New Fam Med Oppenheimer Suite Employees(Link downloads document) (Link opens in new window)

Post Award Training (PPT) (Link opens in new window)

Travel/Entertainment Training (PPT) (Powerpoint training on completing the Travel/Entertainment Reimbursement Request Form)

PURCHASING/FINANCIAL FORMS AND INSTRUCTIONS:

At Your Service Catering(Link downloads document) (Link opens in new window)

Check Request Form(Link opens in new window)

Debarment and Anti Lobby Certificate(Link downloads document) (Link opens in new window)

Foreign Wire Transfer Requests(Link downloads document) (Link opens in new window)

Gift Cards for IRB-Approved Research Participant Payments(Link is external) (Link opens in new window) (Review guidelines and complete the entire ordering process. The system will send the request to the PI and Fund Manager for review/approval before processing)

Gift Cards for Non-Employees and Non-Research Subjects(Link is external) (Link opens in new window) (Review guidelines and then download/complete the SFS Non-Employee Disbursement Form(Link is external) (Link opens in new window) on Step 2. Then STOP and submit the form to your Fund Manager. They must sign off before you can proceed.)

Guest Traveler - Airfare/Hotel Request Form(Link downloads document) (Link opens in new window)

Independent Contractor/Consultant Checklist(Link downloads document) (Link opens in new window)

Mileage and Parking Reimbursement Form(Link opens in new window)

Procurement Forms Guide(Link opens in new window) (not sure what form to use? Check out this guide, which is a work-in-progress, to see which forms you should submit to your approver/fund manager to get what you need)

Purchase Request Form(Link opens in new window)

Source Selection & Price Reasonableness (SSPR) Form(Link downloads document) (Link opens in new window)

Travel and Entertainment Reimbursement Request Form(Link opens in new window)

Looking for other forms not available here? Check out the Accounts Payable website(Link is external) (Link opens in new window) for forms like Petty Cash Replenishments, W9 templates, and other AP forms.