1. New Faculty Orientation Session Research Accounting Overview
August 2018

2. Research Funding
Queen’s University reported approximately $154 million of research revenue in Fiscal 2018 (May 2017 – April 2018)
Research Accounting administers approximately 3,500 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
Kathleen Clayton – Financial & Systems Analyst
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
Mia Tsai – CIHR, Canada Research Chairs, NCE Awards
Tamie Whetstone - Project Set-Up and Compliance Review
Sabrina Zaffino – Canadian and Foreign Corporate Awards & Project Over-Spending

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.
Financial services website has a wealth of information to help you get started. If at any time you are unsure how to proceed then send us an or give us a call, we are always happy to help you with any questions you may have.