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Information For Faculty Financial Officers (FFOs)

Checklist for Transfers and Terminations
Checklist [pdf] 

To be used whenever a member from your department/faculty has been transferred or terminated - various finance roles/permissions need to be revoked in addition to initiating the usual TNT process.


Financial Services Teams (FST) - Resources and Tools

Resources and Tools for Setting Up Financial Services Teams (FST) and assigning FST codes to FFMs

Overview of FST Infrastructure [pdf]

Explanation of how Financial Services Teams jurisdiction and system participation is determined.

Communication Template - Research Services [doc]

Sample template used to introduce Researchers to the services provided by their assigned FST.

Communication Template - Advances and Expense Reports [doc]

Sample template used to introduce Researchers to the services provided by their assigned FST with regard to the processing of advances and expense reports.

Communication Template - FST PCard Services [doc]

Sample template used to introduce Researchers to available FST support with regard to PCards. 
How to Query and Maintain FST Jurisdiction [pdf] Step-by-step instructions on using the Minerva menu option to assign an FST code to an FFM and instructions on how to request that an FST code be disabled or overridden for a specific fund.

Resources and Tools for Updating Financial Services Teams (FST) Membership

In order to facilitate your role in managing FST Teams, we have developed Checklists which indicate the steps required to maintain FST Memberships and Electronic Forms to facilitate updates to FST Teams.  All requests for changes to FST membership must be made online using the electronic forms that are available. If you have any questions, please contact Fissecurity [dot] acct [at] mcgill [dot] ca

Checklists Electronic Forms to be submitted Paper Form to be submitted

Changes to FFO (FST Supervisor) [pdf] 

Specimen Signatures of Financial Services teams [pdf]

Changes to FST Manager [pdf]

Temporary changes to FST Manager
Permanent FST Manager membership changes  

Specimen Signatures of Financial Services teams [pdf]

Changes to FST Support Staff [pdf]

FST Support Staff membership changes


Memorandums of Interest

Memorandum - Use of Research funds in Accordance with Agency Guidelines [pdf] Memorandum dated May 13, 2010, from Sandra Crocker, Assistant Vice-Principal (Research Operations) and Albert Caponi, Assistant Vice-Principal (Financial Services)
Memorandum - Post-Payment Monitoring Program – Expense Reports [pdf] Memorandum dated June 3, 2010, from Gracy Pardillo, Director, Controls & Compliance
Including Appendix 1 and Appendix 2