RAPID Updates
Invoicing Workgroup
1
Invoicing Workgroup Update
Many sponsors require UCLA to invoice for expenses incurred on a
monthly or quarterly basis. Sponsor deadlines for these invoices are
typically 30 or 60 days after the period end date. Payment to UCLA is
dependent on timely submission of these invoices
 UCLA’s research volume was over $966M in FY09. Over 36%, of $349M, of this
came from non-LOC funding
 March 2010 Metrics:
 1,234 invoices were completed
 639 invoices were past due
2
Invoicing Workgroup Update
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EFM faces several challenges to timely submission of invoices
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Large volume (600-700 per month)
Invoicing Backlog
Short turnaround time to meet Sponsor deadlines (often 30 days)
Cumbersome financial and workload management tools
Inability to save and edit invoices
Untimely NCTE and Amendment requests
Specific Sponsor requests for budget and expense breakdown
Large number of revised invoices
3
Invoicing Workgroup Update
 Objective: Review the current procedures between departments,
OCGA, and EFM related to all aspects of the Invoicing Process and
identify areas for improvement
 Result: Workgroup identified 58 action items to be reviewed
 Approach: Four sub teams were formed to review the 58 action items
and present improvements to the Invoicing Team:
 Systems
 AutoBill
 Communications
 Policy and Procedure
4
Invoicing Workgroup Update
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Example Action Items to be reviewed by sub teams
 Ability to save invoices and submit to sponsor electronically
 Clear, concise verbiage for dept notification of expired awards with
“next steps” instructions
 New policies and procedures (e.g., report final due date = to end date)
 Reduce Supervisor review for interim invoices and delegate signing
authority when appropriate
5
Invoicing Workgroup Update
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Accomplishments to Date
 Granted supervisor-approved accountants the authority to sign
certain invoices and reports
 Included outstanding A/R amount on Invoicing Template to alert
sponsors to past due payments
 Enhanced InfoEd to include a status for Pending NCTE/Amendment
and Carry Forward Requests
 New procedure implemented for “scheduled” payments
 Earlier notification to PI/campus of collection problems
 Development of new Invoicing Tool is underway
6
Invoicing Workgroup Update
 Accomplishments - Reduced backlog due to hard work by EFM and Dept
Fund Managers!
Past Due Invoices
2,100
1,900
1,700
Past Due
Invoices
1,500
1,300
1,100
Linear
(Past Due
Invoices)
900
700
500
Jul-09
Aug-09
Sep-09
Oct-09
Nov-09
Dec-09
Jan-10
Feb-10
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Invoicing Workgroup Update
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Next Steps
 Continue to work within sub-teams to implement changes and review
58 action items
 Draft Policies and Procedures to be reviewed and approved by the LIPE
group
 Improving communication between EFM, OCGA and departments (e.g.,
standardizing communication sent to departments before and after a
fund expires, and working with OCGA to develop procedures for NCTE
requests and amendments)
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Invoicing Workgroup Update

Team of 16 representatives from EFM, ORIS, and ORA
EFM
 Evelyn Balabis
 Sharon Castillo
 Kaaren Davis
 Linda Finley
 Veronica Fuentes
Annette Garcia
Becky Henricksen
 Winny Migletz
Jill Narciso
 Olga Sanders
ORIS
Gloria Su
Terry Wingo
ORA
Dan Newbower
Huron
 Nate Haines
 Ed Lee
Allison Philabaum
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