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SRP / Center FOO

• Collect & complete residual account request forms from faculty on as needed basis.
• Route to faculty member, FAO and department chair for signature.
  In instances where the chair is the PI, then the residual form approver is the CFAO, per SOM dean’s delegated authority.
• At the end of each fiscal year quarter (October, January, April and June before closing), update a residual payroll details report for each faculty member and for most recently completed quarter.
• Submit Residual Account Request forms and payroll back up to Business Operations via the ticket system (to be done no later than the 20th of the subsequent month).

Business Operations

• Review forms and payroll backups.
• Is BEA ok to process?
  If no: return to SRP for correction (return to previous step).
  If yes: Process BEAs (transfers to be processed before the end of the month).
• Return executed form to SRP/center FOO and FAO.

SRP / Center FOO

• Collect & complete Residual Account Request forms from faculty on as needed basis.
• Route to faculty member, FAO and department chair for signature.
  In instances where the chair is the PI, then the residual form approver is the CFAO, per SOM dean’s delegated authority.
• At the end of each fiscal year quarter (October, January, April and June before closing), update a Residual Payroll Details Report for each faculty member and for most recently completed quarter.
• Submit Residual Account Request forms and payroll back up to Business Operations via the ticket system (to be done no later than the 20th of the subsequent month).