Fund Financial Manager Policy
Publication Date: January 19, 2006
Revision Date: December 19, 2023 - V 4.1
Effective Date: December 19, 2023
Related Memorandums, Announcements, and Revision Notes
December 20, 2023: Updated version 4.1 with new McGill terminology (Principal to President)
August 14, 2023: Upload of the PDF document of the policy, as well as the removal of the third bullet point under P2.12: "Positive approval on invoices greater than $10,000 CDN" as per the email sent to the FIS listserv on November 28, 2022.
August 3, 2022 - Version 4.1: Added P2.6 and P3.3 in order to be aligned with the Annual Declaration of Financial Compliance.
October 29, 2020 - Version 4.0: Complete revision of the Policy.
April 6, 2020 - Version 2.3: Overview section - Replaced the word Overview with Purpose and Scope;
September 20, 2017 - Memorandum from Yves Beauchamp, Vice-Principal, Administration and Finance and Cristiane Tinmouth, Associate Vice-Principal, Financial Services about Fund Financial Management | Channels News | communication_to_fund_financial_managers.pdf (PDF version)
February 23, 2017 - Version 2.2: Overview section - Added "For the purposes of this Policy, "employee" collectively refers to academics, researchers, and administrative staff."; Replaced the phrase “academic staff and administrative and support staff” with "employee".
January 19, 2017 - Memorandum from Yves Beauchamp, VP Administration and Rose Goldstein, VP Research and Innovation about Research Asset Management Phase 1: Tracking & Tagging of Research Equipment | Channels News | MEMO January 2017 - Research Asset Management Phase 1: Tracking & Tagging of Research Equipment.pdf
January 18, 2017 – Version 2.1: Replaced the labeling convention "G1., G2., etc." in the Procedures section to "PR1., PR2., etc.".
September 22, 2016 - Memorandum from Morty Yalovsky, Interim Vice-Principal, Administration and Finance and Cristiane Tinmouth, Associate Vice-Principal, Financial Services about Fund Financial Management | Channels News | MEMO Sept 2016 - FFM Annual Communication (PDF version)
September 28, 2015 - Memorandum from Rose Goldstein and Michael Di Grappa about New Requirement for Research Expenses: Digital Record Retention | Channels News | MEMO Sept 2015 - Digital Record Retention (PDF version)
May 5, 2014 - Memorandum from Rose Goldstein and Michael Di Grappa about New requirements for research funds: authorization of expenses by PIs and record retention | Channels News |
February 26, 2014 - Announcement from Cristiane Tinmouth, Controller, Financial Services and Francois Pouliot, Director, Procurement Services about Delegating Purchase Requisition Approvals - Change in Process | Channels News
December 4, 2013 - Announcement from Cristiane Tinmouth, Controller, Financial Services and Alison Verkade, Director Service Centre, Human Resources about POPS Timesheets now available on Minerva Delegate Temporary Signing Authority Menu | Channels News
May 9, 2013 - Announcement from Cristiane Tinmouth, Controller, Financial Services about Delegation of Temporary Signing Authority Procedures For All Fund Financial Managers | Channels News
May 6, 2013 - Memorandum from Rose Goldstein and Michael Di Grappa about Research Administration and Accountability – Tri-Agency Recommendations - NEW DELEGATION MENU | Channels News