The Principal Investigator (PI) has overall financial oversight of the grant/contract. For operational efficiency the PI may choose to delegate signing authority to other full-time University staff to approve expenditures against a grant or contract, with the exception of travel claims that require one over one approval. In addition, all travel claims regardless of who […]
The Accountability Document (AD) (PDF) is completed so that specimen signature(s) of all grant/contract approvers and delegates are documented for audit purposes. The AD outlines the responsibilities of all relevant parties involved in the financial administration of research grants/contracts, as outlined below. Responsibilities of Research Grant/Contract Stakeholders
Depending on the type of grant or contract, the University receives the "notice of award" from the various funding agencies as follows: Tri-council Grant/Contracts are forwarded to Research Accounting Provincial/Federal/Other Grant/Contracts are forwarded to the Office of Research Services (ORS) Once Research Financial Services receives a "Notice of Award" from a funding agency the grant […]
Most research grants and contracts have an expiry date attached to the money. It is important to be aware of the award end date when planning your research activities as the end date can affect the eligibility of certain expenses. Steps for Closing Research Grants/Contracts Once a research grant has ended, and upon request by […]
Financial Reporting to Tri Council Institutions are required to submit an annual Statement of Account (Form 300) for every Tri Council research grant by June 30th. The Statement of Account summarizes the revenues and expenses incurred during the year for every research grant, and needs to be signed by both the grantee and the Research […]
Internal Grants Internal research grants at York are comprised of several different funding types. Research Accounting is responsible for the administration of the following types of internally restricted research funds: START-UP FUNDS-GENERIC Start-up Funds are normally provided to new researchers in their first year as a tenured faculty member. The researcher's Faculty will notify Research […]
The Manage Research Grants web pages are intended to provide you with the information you need to effectively and efficiently manage your research funding. Here you will find links to external research resources, useful handbooks and presentations geared to researchers, along with explanations on forms and procedures. This site provides an overview of key post award processes […]
Listed below are all the forms managed by Finance along with any corresponding documents, manuals and standard operating procedures related to the task.