Research Finance

Research Finance supports the research community at Western in the financial management of research grants and contracts awarded to individual researchers and to the institution.  Together with several stakeholders, including researchers, faculties, departments and the Office of Research Development and Services, Research Finance ensures funds are utilized in accordance with the terms, conditions and regulations of the funding source and /or policies of the University.  This unit is involved in a wide scope of activities and provides services that include financial reporting, financial analysis and forecasting, expenditure monitoring, compliance oversight, cash flow management and audit facilitation.

Research Finance Forms

• Request for Continued Spending on an Over Expended Research Account
• Research Delegation of Signing Authority Form

Research Finance PeopleSoft Documentation

• Printing Monthly Research Statements by Researcher Profile
• Journal Entries - Salaries and Benefits on Research Projects
• Journal Entries - Transferring expenses (Non-Salary) between Research Projects

Research Finance Important Links

• Transferring Grants at Western
• Tri-Agency Financial Administration Guide
• Tri-Agency Use of Grant Funds
• Tri-Agency Eligible/Non-Eligible Stationery and Office Supplies

Research Finance Reference Documents

• Principal Investigator Responsibilities
• Tri-Council Reference Guide on the Use of Grant Funds
• Expense Codes for Research Accounts
• NSERC Research Tools and Instruments - Procedure/Fact Sheet
• Roles & Responsibilities - Post Award Research Administration
• Tri-Council Findings - Update #1
• Tri-Council Results - September 2012 Communication

Research Specific MAPP Policies

• Forms
• PeopleSoft Documentation
• Policies & Procedures
• Publications
• Financial Statements
• Training / Reference Material