Document V3kR5vvGyR1NxXrKDRyz7kMb8

To: From: Cc: Bcc: Received Date: Subject: Clegg, Patsy M SCC-CHSE-PC <patsy.clegg@shell.com>; 'Burnett, Don (E-mail).<burnetdm@bp.com>; 'Beatty, Pat (E-mail), <pwbe@chevron.com>; 'Brian Doll (E-mail), <brian.e.doll@exxonmobil.com>; 'Bill Broddle (E-mail), <bill.d.broddle@conoco.com> Clegg, Patsy M SCC-CHSE-PC <lO=SHELLlOU=MSXSCC/CN=RECIPIENTS/CN=PH197432> 'Bruce M. Jarnot (E-mail), <jarnotb@api.org>; 'Twerdok, Lorraine (E-mail), dwerdokl@api.org>; Cagen, Stuart Z SCC <stuart.cagen@shell.com>; Tsai, Shan SP SHLOIL-SHLOIL-HE <Shan.Tsai@shell.com>; Samuel, Tarita B SCC-CCFF-FN darita.samuel@shell.com> 2003-07-31 17:39:02 GMT RE: SHS Budget and Financial Statements - Proposal Resend I have heard from some of you that some of the attachments either will not open or are not decipherable when opened, so here goes again. Financial Reports Title Pages Financial Reporting Package.do ... Sp eadsheets Format Proposal Patsy's Proposal.xls (49 KB) Budg t Controls Draft - Patsy's Comments in Red NEW - clJIwF~. budget controls draft - July 2... inancial Definitions Patsy ibU...f: ........ Accounting jefinitions.doc (30 .. From: Sent: To: Cc: Subject: ----Original Message----Clegg, Patsy M SCC-CHSE-PC Wednesday, July 30,20034:50 PM Burnett, Don (E-mail); Beatty, Pat (E-mail); Brian Doll (E-mail); Bill Broddle (E-mail) Bruce M. Jamot (E-mail); Twerdok, Lorraine (E-mail); Cagen, Stuart Z SCC; Tsai, Shan SP SHLOIL-SHLOIL-HE; Samuel, Tarita B SCC-CCFF-FN SHS Budget and Financial Statements - Proposal SH ELL-MCCLU RG-0641 04 Dear SHS Colleagues, I have given some thought to how to format budget and financial statements for the Shanghai Health Study. Some basic concepts: Consistent language and formats Specified reporting schedule Clear line of accountabilities for approvals I have drafted some formats for your consideration. I propose that quarterly or semi-annually the Technical Committee provide to the Oversight Committee a Financial Report consisting both of the Budget and Financial Statements including a summary and individual statements in support of various grants and contracts. I have created simple title pages that would be placed in front of spreadsheets in a report binder. Title pages Spreadsheets File: Financial Reporting Package. doc (Compressed) Proposal.ZIP (Compressed) File: Patsy's I have reviewed and made comments on the draft controls document. File: budget controls draft - July 20 03.ZIP (Compressed) I look forward to our Aug meeting to get our financial controls in place. I welcome your comments. Patsy Clegg Product Steward Shell Chem ical LP One Shell Plaza, 910 Louisiana, Houston, TX 77002-4916 Tel: +1 713241 2521 Fax: 3325 Email: pmclegg@shellus.com Internet: http://www.shell.com/chemicals Attachments: Accounting definitions. doc budget controls draft - July 20 03.doc Financial Reporting Package. doc Patsy's Proposal.xls SH ELL-MCCLU RG-0641 05