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Delegation of Signing Authority and Approvals

There are several policies/regulations which document when it is appropriate for a Fund Financial Manager (FFM), Principal Investigator (PI), or Unit Head to delegate their signing authority and/or approval authority:


For Tri-Agency grants (NSERC, CIHR, SSHRC, CRC), please note the following:

  • Delegates may not be implemented for “administrative convenience”.
  • Delegates must not be administrative staff.
    • PIs may 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.

As stipulated by the Tri-Agency, the grantee is responsible for authorizing expenditures from his/her grant account in accordance with the Agency's requirements and conditions of grants and with the institution's policies. No other party may initiate or authorize expenditures from an Agency's grant account without the grantee's written delegated authority.


The associated forms/Minerva menu option which should be used to delegate such authority are:

More information about Approvals - Approvers, Electronic Approvals, Signing Authority, and Approval Paths for "finance" transactions is available in the Knowledge Base.


Read the following Memorandum & Announcements:

  • September 26, 2016 Memorandum from Morty Yalovsky, Interim Vice-Principal, Administration and Finance, and Rose Goldstein, Vice-Principal, Research and Innovation about Tri-Agency Monitoring Site Visit 2016 Results - channels news |PDF icon PDF version.
  • November 19, 2015 announcement from Tinmouth, Interim Associate Vice-Principal Financial Services and Controller about Approval of PCard transactions in MOPS - upcoming change in process - channels news.
  • May 5, 2014 Memorandum from Rose Goldstein and Michael Di Grappa about New requirements for research funds: authorization of expenses by PIs and record retention - channels news | PDF version.
  • December 4, 2013 announcement from Cristiane Tinmouth, Controller, Financial Services and Alison Verkade, Director Service Centre, Human Resources about POPS Timesheets now available on Minerva Delegate Temporary Signing Authority Menu - channels news.
  • May 9, 2013 announcement from Cristiane Tinmouth, Controller, Financial Services about Delegation of Temporary Signing Authority Procedures For All Fund Financial Managers - channels news.
  • May 6, 2013 Memorandum from Rose Goldstein and Michael Di Grappa about Research Administration and Accountability – Tri-Agency Recommendations - NEW DELEGATION MENU - channels news | PDF version.