Research Administration Roles and Responsibilities

Please note that that this Memorandum has been sent to all faculty members, academic and senior leadership as well as to department administrative assistants/officers.

MEMORANDUM

DATE: September 25, 2015

TO: McGill researchers, academic leadership and administration staff

FROM:  Rose Goldstein, Vice-Principal, Research and International Relations, Michael Di Grappa, Vice-Principal, Administration and Finance

New Requirement for Research Expenses: Digital Record Retention

DATE: September 28, 2015

TO: McGill Researchers, Academic Leadership and Administration Staff

CC: Suzanne Fortier, Principal and Vice-Chancellor, Christopher Manfredi, Provost

FROM: Michael Di Grappa, Vice-Principal Administration and Finance, Rose Goldstein, Vice-Principal, Research and International Relations

RE: Digital Record Retention

Dear Colleagu

NEW course: FIS 351 Crystal Reports for Finance Users – Level 1

Dear Colleagues,

We are pleased to announce that Financial Services is now offering a Level I course on using Crystal Reports. This course covers basic functions to modify text and field objects in existing crystal report templates pulling data from the FIS data warehouse. The complete course description along with prerequisites is available in the IT Knowledge Base.

"McGill Financial Statements" - Month of August 2015

To all Finance users,

The month of August 2015 is closed.

"McGill Financial Statements" - Month of July 2015

To all Finance users,

The month of July 2015 is closed.

"McGill Financial Statements" - Month of June 2015

To all Finance users,

The month of June 2015 is closed.

"McGill Financial Statements" - Month of May 2015

To all Finance users,The month of May 2015 is closed.

Budget Carry Forwards posted to May of fiscal year 16 (2015/16)

To all Finance users,

Budget carry forward balances for all applicable funds have been posted to May of fiscal year 16 (2015/16).

"McGill Financial Statements" - Month of April 2015

To all Finance users,

The University fiscal year 15 (2014/15) is officially closed. You may pick up your April Minerva Financial Statements by logging into Minerva via https://horizon.mcgill.ca/minerva.

This link will bring you directly to the Finance (Fund) Administration Menu >> Financial Statements menu option.

For questions or assistanc

Month of April Closing Delayed

Please note that due to the extended University year end period, the month of April will not be closing according to the usual month end schedule. April is scheduled to be closed on May 30th. This means that financial statements for April are still not available.

FGAJVCQ, FGAJVCD and FGAENCB Blackout Period

To all Finance UsersIn support of the Year-End effort, the processing of journals, IDC’s and manual encumbrances (Banner forms FGAJVCQ, FGAJVCD and FGAENCB) will not be accessible from Thursday, May 7th, 9:00 AM until Friday, May 8th, 9:00 AM.  We apologize for the inconvenience.If you have any questions or concerns, please contact the Finance Helpdesk at 514-398-3463

Overhead Recovery Fee

This message is sent on behalf of Real Del Degan, Interim Director, Office of the Budget and Cristiane Tinmouth, Controller, Financial Services

Dear Colleagues,Further to the memo sent by the Provost to each of the Deans and Vice-Principals on 12 February 2015 regarding budget measures, in order to achieve the proposed operating budget target, the overhead recovery fee currently being charged on actual revenues earned in non-1A unrestricted funds, will

Reimbursement of Expenses Policy Update - G4.4.6 Expense Type (2) Car Rental

Dear Colleagues,

The Reimbursement of Expenses Policy has been updated to clarify where responsibility lies with regards to liability and collision damage waiver insurance when claiming reimbursement for car rentals. A note to this effect has been added to Section G4.4.6 Summary by Expense Type - Expense Type (2) Car Rental:

**The University is not responsible for damages incurred during the rental period.

Eligibility of new compliance fee for the International Mobility Programs (Tri-Agency Grants)

If you are involved with the financial administration of Tri-Agency grants, please read the message below from Elvie Coletta, Director, RFMS.

This message outlines Tri-Agency eligibility requirements for reimbursement of the new compliance fee for the International Mobility Programs.

When seeking reimbursement for the new compliance fee, it is recommended to use the following:

"McGill Financial Statements" - Month of March 2015

To all Finance users,The month of March 2015 is closed.