Conference, Event or Seminar
Used when a Professor, Director, Chair, or Dean organizes an event at McGill and charges registration fees.
Requirements:
- Letter of intent or confirmation of funding source (or cheques)
- Surplus/Deficit fund designation
Important: Contact infotax.acct [at] mcgill.ca (Info Tax mailbox) for guidance on GST/QST collection.
Donation
All external donations must be vetted by University Advancement before submission.
Requirements:
- Designation code
- Funding source
- Signed Memorandum of Agreement (MOA)
- CESA approval if specified in the MOA (usually under “Approval and Promotion”)
Consulting/Core-Facility/Research Platform
Used when a Professor or Director sets up a lab or collaborates with external entities to generate revenue for self-financing purposes.
Requirements:
- Letter of intent or confirmation of funding source (or cheques)
- Surplus/Deficit fund designation
Courses
For self-financing courses offered by the University.
Requirements:
- Course name
Note: These requests will be reviewed by Student Accounts in the New Fund Request submission process.
Startup Funds
Funds provided to new hires (professors) for research activities, typically funded by central administration or faculty/department.
Requirements:
- Fund title (e.g., “Start-up Grant – Prof. Jane Doe”)
- Copy of offer letter or Board of Governors letter
Other
For requests that do not fit into the categories above (e.g., operating funds, clearing funds, trust funds).
Requirements:
- Approval from APB
- Letter of intent and funding source (or cheques)
- Surplus/Deficit fund designation
- Agreements or letters, if applicable