I'd like to hear others answers too.

Jamie,
We provide PI's financial reports for their grant awards only.  I send
them quarterly and if a grant award is ending I send them the report 1
month prior to the end date.

The excel spreadsheet is attached,  third tab has the version used when
the reports were sent monthly.

-Andrea

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Andrea Schmitt
Grants Manager
Sun Health Research Institute
10515 West Santa Fe Dr.
Sun City, AZ  85351
623-876-5628
623-876-5461 (fax)
xxxxxx@bannerhealth.com

-----Original Message-----
From: Research Administration List [mailto:xxxxxx@hrinet.org] On
Behalf Of Arleen Wallen
Sent: Friday, April 03, 2009 6:36 AM
To: xxxxxx@hrinet.org
Subject: Re: [RESADM-L] Research Finance - Financial Reporting

Jamie:  Our office does not provide any reports.  Each investigator has
access to the monthly/ytd operating statement from our financial system.
It is a departmental decision to give coordinators that access.

Unfortunately, most do not have access.

Regards,

Arleen Wallen MS, RD, MBA, CRCP
Financial Administrator
Office of Clinical Research Administration Temple University School of
Medicine 3340 N. Broad Street 4th Floor Student Faculty Center
Philadelphia, Pa. 19140

Phone: 215-707-9639
Fax:     215-707-8805

-----Original Message-----
From: Research Administration List [mailto:xxxxxx@hrinet.org] On
Behalf Of Jamie Kauwell
Sent: Friday, April 03, 2009 7:47 AM
To: xxxxxx@hrinet.org
Subject: [RESADM-L] Research Finance - Financial Reporting

Good Morning All,
I would like to inquire about your institution's financial reporting
requirements. If you have a moment, I would appreciate your response to
the following questions:

1 - What financial reports are provided to your PI/CRC?

2 - How often do you send out your financial reports?

3 - Would you be willing to share your report template?

Thanks so much,
Jamie

Jamie Kauwell MHA CCRC
Administrative Research Coordinator
Geisinger Center for Clinical Studies
Henry Hood Center for Health Research
100 N. Academy Ave
Danville, PA  17822-4400
Phone# 570-214-9405
Fax# 570-271-6944
xxxxxx@geisinger.edu

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