Research and Trust Accounting (RTA)
At UBC, an account on the Financial Management System (FMS) is termed a Project/Grant, or P/G. This sheet refers to Research P/G’s only.
Important Contact Information:
| OFFICE/DEPARTMENT | RESPONSIBILITIES |
|---|---|
|
Office of Research Services ADM119 - 3333 University Way Phone: 250.807.9412 |
Research Grants (excluding private sector grants):
|
|
University-Industry Liaison Office (UILO)
|
Research Contracts/Agreements (government & industry, including clinical trials, NCEs) and private sector grants:
|
|
Department of Financial Services ADM002 - 3333 University Way
Jeannette Chevrette Richard Washington Payroll |
|
|
Supply Management |
|
|
Office of the University Counsel |
UBC Research Policies (#85 - #91) |
Researcher Responsibilities (once the P/G is opened):
- Follow agency policies and guidelines on the use of funds in the P/G.
- Authorize and review expenditures posted to the P/G.
- Provide progress reports to agencies as required on a timely basis.
- Review and notify the Office of Research Services or the University-Industry Liaison Office (UILO) of any budget discrepancies in their P/G.
- Review and notify Research & Trust Accounting (RTA) of any revenue or expense discrepancies in their P/G.
- Adhere to the UBC Overexpenditure Policy #90 and ensure the P/G is not overspent.
- Notify the granting agency and the Office of Research Services of any change in academic status.
- Notify RTA when research is complete and to authorize the close out of the P/G. (Unless unused funds are being returned to the granting agency, the balance of the P/G should be zero).
Last reviewed 
1/20/2012 9:04:08 AM
