FRC Form, completion training, and best practices
- Form 1101 FR.01 – Financial Review Checklist
- Procedure 1101 PR.02 - Financial Transaction Review and Budget Monitoring
- What is the Financial Review Checklist and How to Complete It
- Best Practices - Financial Review Checklist (FRC)
FRC quarterly certification
- Procedure 1101 PR.02 – Financial Transaction Review and Budget Monitoring (4. Financial Review Checklist: Certification)
- Certification Training Document
FRC trainings
- Review Open Advances and Spend Authorizations: Video | PDF
- Review Sponsored Award Balances: Video | PDF
- Preview Payroll: Video | PDF
- Review New Restricted Gifts Established: Video | PDF
- Review Invoices in Progress and Review Subaward Invoices in Progress: Video | PDF
Dashboard
Financial Review Checklist Dashboard (To access, select the Financial Review Checklist link within the Compliance Reports Power BI Dashboard listing.)
Certification deadlines
Financial Review Checklist Quarter Certification
| Quarter | Close Complete Date | Date Statements are Ready | Financial Review Checklist Quarter Certification (Certification due 30 or 45* days after statements are ready) |
|---|---|---|---|
| Quarter 1 (July/August September) |
October 6, 2025 | October 7, 2025 | November 7, 2025 |
| Quarter 2 (October November December) |
January 7, 2026 | January 8, 2026 | February 23, 2026* |
| Quarter 3 (January February March) |
April 6, 2026 | April 7, 2026 | May 7, 2026 |
| Quarter 4 (April /May/ June) |
TBD - Based on YE Close | TBD - Based on YE Close | The certification is due by August 14, 2026 |
* Extended deadline to account for budget responsibilities