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Financial Services news

New requirements for research funds: authorization of expenses by PIs and record retention

Memorandum Rose GoldsteinMichael Di Grappa Date: May 5, 2014 To: McGill researchers and staff Cc: Suzanne Fortier, Principal and Vice-Chancellor, Anthony C.

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Published on : 12 May 2014

Delegating Purchase Requisition Approvals - Change in Process

Dear Colleagues, Following the undernoted memo, the Tri-Agency Response Implementation Group (TRIG) continues to address Tri-Agency recommendations.  With respect to Purchase Requisitions, Tri-Agency recommended the removal of automatic approval of Purchase Requisitions less than $1,000.     Effective, March 13, 2014, ALL Purchase Requisitions must be approved by the Fund Financial Manager/Principal Investigator (FFM/PI) or their delegate.  FFMs/PIs who have not assigned delegates for Purchase Re

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Published on : 27 Feb 2014

Advances and Expense Reports training & resources

Dear Colleagues, We would like to remind you that we now offer an online course OLC 450 – Advances and Expense Reports for Faculty, Staff and Students.

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Published on : 22 Jan 2014

Finance Help Desk and the Travel & AP customer service #s

Dear Colleagues, As you may have noticed, since October 2013, all calls made to the Travel Desk (514-398-3180) and all calls made to Accounts Payable (AP) (514-398-3895 & 514-398-3880) have been routed to the Finance Help Desk (514-398-3463). Effective January 8th, the Travel Desk and AP phone lines will no longer be in service. Dial 514-398-3463 to reach the Finance Help Desk. Our Finance Trainers will continue to answer Travel and Accounts Payable questions.

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Published on : 08 Jan 2014

Fund Balances and Profile Report for PIs/FFMs - New Tool to Manage all Your Funds

Dear Colleagues, In collaboration with the McGill Tri-Agency Response Implementation Group (TRIG), Advisory Committee, the Research Administration Network (RAN) community and the Financial Services Teams (FST), Financial Services has made great progress towards addressing the need for a comprehensive financial summary of all funding sources (research/non research) tailored specifically for Principal Investigators (PIs) and Fund Financial Managers (FFM). We are pleased to release the Fund Balances and Profile Report.  A new and easy tool that is web base

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Published on : 10 Dec 2013

POPS Timesheets now available on Minerva Delegate Temporary Signing Authority Menu

Dear colleagues, Following the announcement regarding the New Delegation Menu accessible via MINERVA effective May 15, 2013, this Menu has been expanded to allow for the temporary delegation of signing authority for  POPS Timesheets by Fund Financial Managers/Principal Investigators.  The delegate must be a faculty or staff member who possesses the necessary skills and knowledge for the effective exercis

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Published on : 04 Dec 2013

Update to Reimbursement of Expenses Policy

Dear colleagues, The Reimbursement of Expenses Policy has been updated. The full policy is available on the Financial Services website at http://www.mcgill.ca/financialservices/policies/reimburse.   Cristiane TinmouthController [Message sent out on the FIS Listserv]

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Published on : 20 Sep 2013

Reimbursement of Expenses - PROCEDURE UPDATE regarding missing receipts

The following memo is sent on behalf of Rose Goldstein, Vice-Principal Research and International Relations, and Michael Di Grappa, Vice-Principal, Administration and Finance DATE:                     September 1, 2013TO:                          McGill Community              CC: &n

Classified as : Staff, Faculty, External
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Published on : 03 Sep 2013

Academic salary paid from research funds

The message below was sent by Mary-Margaret Klempa, Senior Director, OSR regarding Academic salaries paid from Tri Agency grants. This is being widely communicated to ensure that we are in compliance with this regulation.  Please read carefully.  Take note that while this memo addresses Tri-Agency regulations, it applies to many other granting agencies.  Any academic salary support to be charged to restricted research funds should be looked into carefully before finalizing an offer letter and/or processing labor distribution appointment forms.

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Published on : 26 Aug 2013

Delegation of Temporary Signing Authority Procedures For All Fund Financial Managers

Dear colleagues, Following the announcement regarding the New Delegation Menu accessible via MINERVA effective May 15, 2013, this new tool is to be used by all Fund Financial Managers and Principal Investigators for use across all fund types and is not restricted to research funds.  The temporary delegation in Minerva will replace the current paper forms and will be

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Published on : 09 May 2013

Research Administration and Accountability – Tri-Agency Recommendations - NEW DELEGATION MENU

Memorandum Rose GoldsteinMichael Di Grappa Date: May 6, 2013 To: McGill Principal Investigators Cc: Prof.

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Published on : 09 May 2013

Fiscal 2013/2014 Overhead Recovery Fee

This message is sent on behalf of Jeff Ives, Director, Office of the Budget and Cristiane Tinmouth, Controller, Financial Services Dear Colleagues, Further to the memo sent by the Provost to all Deans and Vice-Principals on April 3, 2013 regarding budget cuts, in order to achieve the proposed operating budget target, the overhead recovery fee currently being charged on actual revenues earned in your non-1A unrestricted funds, will be increasing from 1.5% to 2.5%, effective May 1, 2013.  The process for collecting and recording of this fee wil

Classified as : Staff, Faculty
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Published on : 16 Apr 2013

Research Administration Roles and Responsibilities

[This mesage was sent through the FIS Listserv on November 27, 2012] This message is sent on behalf of Mary-Margaret Klempa, Senior Director, Office of Sponsored Research and Cristiane Tinmouth, Controller, Financial Services. Office of Sponsored Research                         &nbs

Classified as : Staff, Faculty, External, Students
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Published on : 21 Dec 2012


This email is sent on behalf of Cristiane Tinmouth, Controller, Financial Services. Dear Colleagues, Please find attached a memo from Anthony C.

Classified as : Staff, Faculty, External, Students
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Published on : 12 Dec 2012


As announced by the Federal and Quebec governments in March 2012, Quebec will be moving to a harmonized sales tax system as of January 1, 2013.

Classified as : Staff, Faculty, External, Students
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Published on : 07 Dec 2012