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Tri-Agency - NEW RULES for DELEGATION of Signing Authority

Published: 26 October 2016

This message is sent out on behalf of Elvie Coletta, Director, Research Financial Management Services, Financial Services

 

Dear Colleagues,

Further to the Memorandum circulated last month regarding the Tri-Agency Monitoring Site Visit Results, I would like to highlight the following change for the delegation of signing authority as stipulated by the Tri-Agency:

  • As grant holders, PIs can delegate signing authority on expenses when necessary to a co-investigator or a member of their research staff, such as a lab manager or research associate.
  • Administrative staff should not be designated as signing delegates, as they are not sufficiently familiar and/or involved in the research to authorize expenses on the grant holder’s behalf.

This impacts the choice of delegate set-up using the Minerva menu option Delegate Temporary Signing Authority & the menu option Delegate Approvals of Purchase Requisitions and PCard Transactions. All of our documentation and Minerva HELP text have been updated to reflect this change.

Thank you.

[Message sent out over the FIS Listserv]

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