- Meets the objectives of the fund(s) charged.
- Is legitimate, reasonable and an appropriate use of funds.
- Adheres to policies and guidelines.
- Complies with any restrictions imposed by external funding sources.
- Delegates may not be implemented for “administrative convenience”.
- Delegates must not be administrative staff as they are not sufficiently familiar and/or involved in the research to authorize expenses on the grant holders’ behalf.
- 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.
- 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 signing of expense reports payable to visiting researchers may not be delegated and must be countersigned by the Dean or Chair.
- The signing of advances and expense reports payable to students may not be delegated.
- The FFM/PI must approve (with a wet signature) all travel advances, expense reports, payment requests and POPS Timesheets charged to their fund(s)/grant(s).
- Delegates may be set-up using the Minerva menu: Delegate Temporary Signing Authority for travel advances, expense reports, payment requests, and POPS Timesheets - Minerva menu option (sign-in is required) [How To - KB article]
- Delegating signing authority for the Travel Advance document type allows the delegate(s) to sign the Travel FOAPAL Authorization forms found on the Travel Services website.
- The FFM/PI must approve (online approval) all purchase requisitions and pcard transactions charged to their fund(s)/grant(s).
- Delegates may be set-up using the Minerva menu: Delegate Approvals of Purchase Requisitions and PCard Transactions - Minerva menu option (sign-in is required) [How To - KB article]
- Vice-Principals, Deans, Directors, or Chairs may name delegates in an acting capacity as Unit Head during temporary absences (e.g. business travel, vacation, etc.).
- Delegates may be set-up using the Form: Naming a Delegate in an Acting Capacity as Unit Head during temporary absences.
Publication Date: April 22, 2013
Revision Date: February 23, 2017 – V1.1
Reviewed: February 14, 2017
Related Memorandums, Announcements, and Revision Notes
February 23, 2017 - Version 1.1: Section R1. - Added "For the purposes of this Regulation, "employee" collectively refers to academics, researchers, and administrative staff.".
February 14, 2017 - Version 1.0: Webpage reviewed and content published as a formal Regulation.