Re: Research Finance - Financial Reporting Schmitt, Andrea L 03 Apr 2009 17:09 EST
Show/hide attachmentsI'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 IMPORTANT WARNING: The information in this message (and the documents attached to it, if any) is confidential and may be legally privileged. It is intended solely for the addressee. Access to this message by anyone else is unauthorized. If you are not the intended recipient, any disclosure, copying, distribution or any action taken, or omitted to be taken, in reliance on it is prohibited and may be unlawful. If you have received this message in error, please delete all electronic copies of this message (and the documents attached to it, if any), destroy any hard copies you may have created and notify me immediately by replying to this email. Thank you. ====================================================================== Instructions on how to use the RESADM-L Mailing List, including subscription information and a web-searchable archive, are available via our web site at http://www.hrinet.org (click on "Listserv Lists") ====================================================================== ====================================================================== Instructions on how to use the RESADM-L Mailing List, including subscription information and a web-searchable archive, are available via our web site at http://www.hrinet.org (click on "Listserv Lists") ====================================================================== ====================================================================== Instructions on how to use the RESADM-L Mailing List, including subscription information and a web-searchable archive, are available via our web site at http://www.hrinet.org (click on "Listserv Lists") ======================================================================