Your Responsibility

You are responsible for all of the transactions to research funds in your name, and are obligated to review them on a timely basis.  Any errors, including the absence of expected transactions, are to be reported to Financial Services for correction.

Overspending is not allowed.  Should your fund become overspent, it is your responsibility to clear the deficit.  If you know a fund is going to be overspent, please contact Financial Services immediately at the numbers below.

NSERC, SSHRC & CIHR Grant Regulations

A Tri-agency Research Grants Administration Handbook has been prepared to summarize the regulations of the federal research funding agencies (NSERC, SSHRC and CIHR, collectively known as the Tri-Agency).

Charging To Your Fund

When coding transactions to this Fund, please use this format:

Fund - Organization - Account - Program

The "fund", "organization", and "program" codes were given to you in your new fund notification email. The fund code uniquely identifies your project. The organization code identifies your department. The program code is really meaningless, but required by our information system.

The "account" depends on the type of revenue or expense being recorded.  Please use the list of commonly used accounts to find the appropriate account for the expense you want to charge to your fund.

Finding Your Fund Balance

You can examine transactions going through your fund by using the FAST Reporting System.  A brief instruction manual has been prepared to aid you in using FAST.

To login you need your 9 digit employee ID and 6 digit pin which is given to you by Computing Services. If you have forgotten your ID and/or PIN, you can contact the IT Support Centre at 585-4685.

Information Services also has regular FAST training sessions.

Closing Funds

Most research grants and contracts have an expiry date attached to the money, which can effect the eligibility of certain expenses. You should be aware of the accounting concepts around incurring expenses near the end of a grant and the University's procedures for closing research funds.

More Information and Instructions

You can find more information about research funds by reviewing the research handbook on Research Services website. Chapter 7 specifcally deals with finance issues.

Contact Information

Please contact Financial Services if you have any questions regarding your research fund.