1. New Faculty Orientation Session Research Accounting Overview
August 2017

2. Research Funding
Queen’s University reported approximately $151 million of research revenue in Fiscal 2017 (May 2016 – April 2017)
Research Accounting administers approximately 4,000 active research projects at any given time.
There are rules and regulations to comply with as part of accepting this funding.
Research Accounting works closely with the University Research Services on post-award administration.

3. The Research Accounting Team
Main Responsibilities:
Support the Research Community in administering research funding
Project Establishment and Maintenance in the Finance System (PeopleSoft)
Cash flow and budget monitoring
Financial Reporting and Invoicing
Compliance Review of Expenses
Audits and Monitoring Visits

4. The Research Accounting Team
Who we are:
Jennifer Mallon, Director
Louisa Jennings, Manager
Tyler Robinson, Manager and Canada Foundation for Innovation (CFI) Awards
Julia Hodgson – Internal Awards, Foundations & Associations
Young Kim – Canadian and Foreign Federal (non-Tri-Agency) Awards
Colleen Murphy – Provincial Awards
Jane Rogers – NSERC, SSHRC Awards
Kathleen Clayton – CIHR, Canada Research Chairs, NCE Awards
Sabrina Zaffino – Canadian and Foreign Corporate Awards
Ian Rand – Project Over-Spending Analyst
Tamie Whetstone - Project Set-Up and Compliance Review

5. Systems Overview TRAQ Awards FAST Financial Reporting Tool
Applications for funding
TRAQ Awards
FAST Financial Reporting Tool
Financial Reports:
Statement of Ops
Project Summary
Other
Funding Granted and Ethics in place (if applicable)
PeopleSoft Finance
PeopleSoft Project Number
Project Attributes
Financial Transactions

6. Important Policies & Procedures
Research Administration Policy
Procurement Policy
Travel and Expense Reimbursement Policy
Hospitality Policy
Research Project Over-Spending and Pre-Spending Approval Procedure

7. Where to Turn for Help Research Accounting
Training
FAQs
Financial Services Website – links to other contacts, policies, forms, etc.