Resources

Below are resources for your reference (CWL log in may be required in order to access some links). Note: we recommend using Internet Explorer as a browser for viewing these forms/memos

Linked Resources  Resource Description
Transferring Research Funds To UBC from other universities or from UBC to collaborators at other universities
UBC Research Roadmap Provides a step by step guide from finding funding opportunities, applying for grants, to reporting and publication
Research Information Services (RISe) An online research administration tool to manage and track applications through to approval, ethics certification and awarding of funds
UBC & Agency Policies Provides policies of UBC, Tri-Agency Grants, Non Tri-Agency Grants, and US Federal Grants
Tri-Agency Financial Administration Guide
(complete guide to administering your NSERC, SSHRC and CIHR awards)

Important highlights from the Tri-Agency Administration Guide:
Use of Grant Funds: eligible and ineligible expenses

Reporting and Supporting Evidence: documentation and information needed to justify some items charged to Tri-Agency grants

Stationery and Office Supplies: eligible and ineligible office expenses

Hiring Students Information on hiring students
Student Appointment Matrix Useful reference guide for student appointments
How Do I General resource that outlines how to do common tasks
Purchasing  Overview of purchasing for payments under $3,500 to purchases above $50,000. Also who our Okanagan Procurement team is.
Purchase Requisition Form For purchases in excess of $3500, a Purchase Order is required
UBC VISA Card Payment options, application process, information
Over-expenditure Addresses issues on over-expenditure of research funds

 

Reference Material Government of Canada:
Federal Agreement on the Administration of Tri-Agency Grants and Awards
Agreement on the Administration of Agency Grants and Awards by Research Institutions

 

If you are having trouble finding a resource you need or have any questions, please contact a Research Finance staff member.