Researcher Financial Tools & Guidance

This page provides financial and funding guidance for researchers, including tools, policies, funding opportunities, and key contacts. Use the dropdowns below to explore resources by topic.

The Faculty and Research Dashboard (formerly MyFunds) has been updated for significantly faster performance. VPN access is required, and Active Directory login may be prompted. This tool complements the quarterly financial projections shared by your Fund Manager or Research Administrator.

How to Access:

  1. Go to bah.ucsd.edu

  2. Select BI & Financial Reporting

  3. Click the Faculty and Research tab

  4. Launch the Faculty and Research Dashboard

 

Helpful Resources:

The Electronic Certification of Effort and Reporting Tool (ECERT) is UC San Diego's web-based system for certifying effort on federally sponsored projects. It ensures compliance with federal regulations by allowing faculty and staff to electronically certify the proportion of their work time dedicated to specific projects.

Effort Reporting via ECERT (UCSD Blink)

Your Research Administrator or Fund Manager can assist you with funding applications. Below are several programs available to support academic travel and research:

Available Programs

  • Provides up to $250 in travel funds for:

    • UCSD Academic Senate members

    • Registered graduate students

    • Purpose: Support for research collaborations with other UC campuses or facilities only

    • Not eligible: Conferences, business meetings, talks, or seminar presentations

Reimbursement Guidelines (Intercampus Exchange)

  • Covered:

    • Round-trip airfare (lowest published fare, max $250/trip)

    • Train fare

    • Mileage in lieu of airfare

  • Not covered:

    • Service fees, flight changes, insurance

    • Baggage fees, taxis, parking, meals, or subsistence

Application Process

  • Applications must be submitted and approved before the travel date.

  • No retroactive funding will be approved after travel begins

  • Application Form

 

Contacts:

  • For department-procedure questions:  Jasmyn Wuerthwein

  • For general questions about the Academic Senate’s Grant Funding Program, see their reference page

 

Use this chart string reference to identify funding details (e.g., Fund, Financial Unit, Project, Task, Award, and more) tied to a specific project or index number.

Open Access Publishing Guidelines

Explore guidance and resources for publishing open access:

Export Control Guidelines

Understand your responsibilities under U.S. export control laws when conducting research:

Find essential forms for preparing sponsored research proposals, including budget templates, subrecipient commitments, cost sharing, PI exception requests, and conflict of interest disclosures.

To align with the new UAW contract for GSRs and TAs, the department has adopted an annual funding process to improve efficiency and reduce administrative burden.

  • Annual Planning Meeting: Each faculty member will meet with their Research Admin or Fund Manager in late March or early April to develop a comprehensive annual support plan for their graduate students. This replaces the previous survey managed by Student Affairs.​​​​​

  • Quarterly Check-ins: Your Research Admin will conduct brief quarterly reviews to confirm that funding is proceeding as planned.

  • Consistency & Exceptions: Faculty are expected to follow the agreed annual plan to reduce retroactive payments, overpayment issues, or grievances.

If changes are needed, exception requests must be submitted in writing at least 60 days in advance of the proposed change.

Please contact your Research Admin or Fund Manager to assist with routing your exception request.

For questions, contact Jasmyn Wuerthwein at jhornbuckle@ucsd.edu.