2012 Welch Report Deadline Dates --- Routing Form
PI DEPT OSR# WELCH# FUND#
To ensure proper routing, please initial/date & send with documents to each department listed below,
in the following order. All forms should be printed one-sided, not double-sided (not front/back).
Deadline Responsible Date
Description By (MM/DD)
Sends draft Financial Statement to departments for
RCA review, using posted amounts in Banner as of
June 21st 05/31/12.
Sends adjusted Financial Statement to RCA,
Wednesday including cost transfer support.
June 27th NOTE: all transfers to Welch fund must have posted
in Banner as of 05/31/12.
Friday Returns approved Financial Statement to
July 6th department.
Hand delivers following documents to OSR:
1. Copy of Financial Statement approved by RCA
2. Originals of following, signed by PI:
a. Financial Statement
Friday b. Amended Budget Request (including any
July 13th approved supplements)
c. Letter of explanation for any carry
forward/category changes more than $30,000
3. Copies of Appointment Letters for personnel
listed on p. 2 of Financial Statement
Department Sends original, signed Progress Report to OSR.
If updates/corrections were required by
OSR, hand delivers final version of revised
July 24th Department
Welch documents to OSR.
(Due to OSR by 5:00 p.m.)
OSR Delivers reports to Welch Foundation at noon.
OSR Contact: Stacy Ridling, Grants Specialist, x6173, firstname.lastname@example.org
RCA Contact: Bryan Fontenot, Accountant II, x3183, email@example.com