For Faculty Financial Officers (FFOs)
| Resources and Tools for Setting Up Financial Services Teams (FST) and assigning FST codes to FFMs | |
|---|---|
| Explanation of how Financial Services Teams jurisdiction and system participation is determined. | |
| Sample template used to introduce Researchers to the services provided by their assigned FST. | |
| Sample template used to introduce Researchers to the services provided by their assigned FST with regard to the processing of advances and expense reports. | |
| 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 |
|---|---|---|
|
Temporary changes to FST Manager |
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| Changes to FST Support Staff [pdf] |
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 |