Business Finance - Accounting Excel Spreadsheet Comparison Assignment

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ProjectRFMACStandardEntryDataforCoordinators-copyforFHS1.xlsx
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Lookup

Sponsor Mitacs
General Notes:
Reference Award Number Starts with IT Generally from the agreement or notice of award. For internals, the full chartfield from the ISR/where the funds are being received from. If no reference, enter NA.
Supplemental Data:
Fund Code 55 50 - Internally restricted; 55 - Externally restricted
Faculty Follows Department Follows department.
Interest Bearing NO NO for most agreements. Agreements with Ontario Ministries will be largely the exception and generally use REDU.
MacBill NO Needs to be YES to be able to invoice - this triggers the language on the RPS as well.
Return of Funds YES Will be NO unless return of funds is stated in the agreement.
Carryover Restric. YES Yes indicates when unspent funds within an allocation period (year/internship) needs to be returned to the sponsor (Mitacs for example).
Budget Restriction YES Yes indicates a budget category restriction on variances (i.e. 20% variance by budget category).
Award Amt Restric. YES Yes indicates installments are approved by the sponsor as the award progresses. NIH and Mitacs are the most common examples.
Matching project# Project number of grant. Only different for industry. Project number of grant itself, except on industry projects.
Risk (L/M/H) HIGH Most projects are LOW.
T-A Application ID Mitacs
GRF Eligible NO Usually YES for NSERC and SSHRC. Link to eligible programs here: https://nserc-crsng.canada.ca/en/funding/research-partnerships-and-collaborations/inter-agency/tri-agency-financial-administration-1#residual-balances-in-the-grant-account
T-A Guidelines YES YES for anything that is Tri-Agency, and a few other programs that follow Tri-Agency guidelines.
Auto 1YR Extension NO Auto 1 year extension is based on the Tri-Agency Authority to use grants funds (ATUF) - table of eligbile projects here: https://nserc-crsng.canada.ca/en/funding/research-partnerships-and-collaborations/inter-agency/tri-agency-financial-administration-1#t1
Terminal End DT End date Terminal end date is based ATUF/ auto 1 year extension - see link above. Example for CIHR included on link.
Unique Guidelines YES Yes for anything that does not follow McMaster guidelines.
Currency CAD CAD for agrements in CAD. Other currencies, if applicable, will be in documentation attached in MOSAIC.
Exchange Rate 1.0000 1.0000 for CAD agreements. Exchange rate, if applicable, will be in documentation attached in MOSAIC.
Foreign Amount 0 Commas cannot be entered in this field and there will be 4 decimals. If applicable will be in attachments in MOSAIC.
Project
Project Type RCINS
Reporting Yes
Notes:

Lookup Sheet

Category Sponsor Reference Award Number Fund Code Faculty Interest Bearing MacBill Return of Funds Carryover Restric. Budget Restriction Award Amt Restric. Matching project# Risk (L/M/H) T-A Application ID GRF Eligible T-A Guidelines Auto 1YR Extension Terminal End DT Unique Guidelines Currency Exchange Rate Foreign Amount Project Type Reporting Notes: Identifier required? Identifier
Internal ARTS RESEARCH BOARD (ARB) Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date NO CAD 1.0000 0 RMAC Yes N Sponsor ARTS RESEARCH BOARD
CFI Parent-Child CANADA FOUNDATION FOR INNOVATION (Child) CFI award number 55 Follows Department NO NO YES NO YES NO CFI multi project number LOW NA NO NO NO If not extended: End Date + 6 months. If extended: End Date YES CAD 1.0000 0 RMULTI No Project Status - 'MULTI - revenue only' Y Sponsor&Status CANADA FOUNDATION FOR INNOVATION MULTI
Tri-Agency CANADA RESEARCH CHAIRS (CRC) [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] 55 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] NO YES NO End date YES CAD 1.0000 0 RTAF Yes Some CRCs have internal subgrants for spending. N Sponsor CANADA RESEARCH CHAIRS PROGRAM
Tri-Agency Canadian Institutes of Health Research (CIHR) [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] 55 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] NO YES YES 1 full fiscal year (i.e., up to March 31 of the next full fiscal year; if an end date is September 30, 2019, the automatic extension period will end on March 31, 2021) YES CAD 1.0000 0 RTAF Yes N Sponsor CANADIAN INSTITUTES OF HEALTH RESEARCH
CFI-IOF CFI IOF CFI award number 55 Follows Department NO NO YES NO YES NO Project number of grant. Only different for industry. LOW NA NO NO NO Follow provided documentation YES CAD 1.0000 0 RCINS Yes Y Sponsor&Sponsor_Program_Name CANADA FOUNDATION FOR INNOVATION Infrastructure Operating Fund
CFI Parent-Child CFI MULTI (Parent) Five digit award number provided on CFI agreement 55 Follows Department REDU NO YES NO YES NO CFI multi project number HIGH NA NO NO NO If not extended: End Date + 6 months. If extended: End Date YES CAD 1.0000 0 RMULTI Yes Please see One Note for all information needed. Project Status - Open N Sponsor CFI MULTI
Other Gov ENVIRONMENT AND CLIMATE CHANGE CANADA (ECCC) GCXExxxxxx 55 Follows Department NO NO YES YES YES NO Project number of grant. Only different for industry. LOW NA NO NO NO End date YES CAD 1.0000 0 RCREC Yes N Sponsor ENVIRONMENT AND CLIMATE CHANGE CANADA
Industry Industry Leave blank unless specified in the partner agreement. NOTE: DO NOT PUT MATCHING REFERENCE. 55 Follows Department NO YES As per MILO checklist NO NO NO For any project that is not matched, put its own project number. If something is matched (i.e. industry that is matched to NSERC Alliance), put the project number of the main on the matched project (i.e. for the industry project, put the NSERC Alliance project number). LOW NA NO NO NO Usually end date, unless matched (look for clause to auto extend terminal end date) NO From agreement. If CAD, CAD. From attachment in Mosaic From attachment in Mosaic Usually RCMSP, RCMSD, RFMSP, or RFMSD. RC is Cdn, RF is forign. MSP is milestone, MSD is date driven. If part of a matching program, there will be reporting. Otherwise, normally No.
Internal MCMASTER INCENTIVE GRANT Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date NO CAD 1.0000 0 RMAC No N Sponsor MCMASTER INCENTIVE GRANT
Internal MCMASTER RESEARCH RECOVERY Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO NO NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO 12/31/50 NO CAD 1.0000 0 RMREC No N Sponsor MCMASTER RESEARCH RECOVERY
Internal MCMASTER UNIVERSITY Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO 12/31/50 NO CAD 1.0000 0 RMAC No N Sponsor MCMASTER UNIVERSITY
Internal MCMASTER UNIVERSITY - MacPherson Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date NO CAD 1.0000 0 RMAC Yes This will come through as McMaster University, but will have MacPherson in the title. Y
CFI Parent-Child McMaster University (Child) CFI award number 50 Follows Department NO NO YES NO YES NO CFI multi project number LOW NA NO NO NO If not extended: End Date + 6 months. If extended: End Date YES CAD 1.0000 0 RMULTI No Project Status - 'MULTI - revenue only' Y Sponsor&Status MCMASTER UNIVERSITY MULTI
Internal MICHAEL G. DEGROOTE OF MEDICINE Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date NO CAD 1.0000 0 RTRUS No N Sponsor MICHAEL G. DEGROOTE OF MEDICINE
Internal MIRA EXTERNAL Full chartfield (fund-Account-Department-Project) 55 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date NO CAD 1.0000 0 RTRUS Yes N Sponsor MIRA EXTERNAL
NFP Mitacs Starts with IT 55 Follows Department NO NO YES YES YES YES Project number of grant. Only different for industry. HIGH Mitacs NO YES NO End date YES CAD 1.0000 0 RCINS Yes N Sponsor MITACS-MATHEMATICS OF INFO TECHNOLOGY AND COMPLEX SYSTEMS
Other Gov NATIONAL RESEARCH COUNCIL (NRC) Provided in agrement 55 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date YES CAD 1.0000 0 RCINS Yes N Sponsor NATIONAL RESEARCH COUNCIL
Other Gov NATURAL RESOURCES CANADA (NRCan) Usually a contract number in agreement 55 Follows Department NO NO YES NO YES NO Project number of grant. Only different for industry. LOW NA NO NO NO End date YES CAD 1.0000 0 RCREC Yes N Sponsor NATURAL RESOURCES CANADA
Tri-Agency NSERC - DGECR [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] 55 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] NO YES YES End date + 1 year YES CAD 1.0000 0 RTAF Yes If program is not listed, please go to GRF listing for the return of funds and GRF eligibility information. https://nserc-crsng.canada.ca/sites/default/files/migrated/_doc/professors-professeurs/activegrf_e.pdf Y NATURAL SCIENCES AND ENGINEERING RESEARCH COUNCIL
Tri-Agency NSERC - RGPIN, ALLRP, RTI [GRF prefix or PRED prefix (if applicable)] - [program code] – [competition year] – [case file number] 55 Follows Department NO NO NO NO NO NO Project number of grant. Only different for industry. LOW [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] YES YES YES End date + 1 year YES CAD 1.0000 0 RTAF Yes If program is not listed, please go to GRF listing for the return of funds and GRF eligibility information. https://nserc-crsng.canada.ca/sites/default/files/migrated/_doc/professors-professeurs/activegrf_e.pdf Y NATURAL SCIENCES AND ENGINEERING RESEARCH COUNCIL
ONT MINISTRY OF COLLEGES ONT MINISTRY OF COLLEGES, UNIVERSITIES, RESEARCH EXCELLENCE AND SECURITY - Program - Early Research Award (ERA) ERXX-XX-XXX 55 Follows Department REDU NO YES NO YES NO Main project number LOW NA NO NO NO End date YES CAD 1.0000 0 RCMSD Yes Y Sponsor&Sponsor_Program_Name ONT MINISTRY OF COLLEGES, UNIVERSITIES, RESEARCH EXCELLENCE AND SECURITY Early Researcher Award (ERA)
ONT MINISTRY OF COLLEGES ONT MINISTRY OF COLLEGES, UNIVERSITIES, RESEARCH EXCELLENCE AND SECURITY - Program - ORF-RE RE0XX-XXX 55 Follows Department REDU NO YES NO YES NO Main project number LOW NA NO NO NO End date YES CAD 1.0000 0 RCMSD Yes Y Sponsor&Sponsor_Program_Name ONT MINISTRY OF COLLEGES, UNIVERSITIES, RESEARCH EXCELLENCE AND SECURITY ORF-Research Excellence (ORF-RE)
CFI Parent-Child ONT MINISTRY OF COLLEGES, UNIVERSITIES, RESEARCH EXCELLENCE AND SECURITY (Child) CFI award number 55 Follows Department REDU NO YES NO YES NO CFI multi project number LOW NA NO NO NO If not extended: End Date + 6 months. If extended: End Date YES CAD 1.0000 0 RMULTI No Project Status - 'MULTI - revenue only' Y Sponsor&Sponsor_Program_Name ONT MINISTRY OF COLLEGES, UNIVERSITIES, RESEARCH EXCELLENCE AND SECURITY ORF-Research Infrastructure (ORF-RI) - Small Infrastructure
Other Gov ONTARIO CENTRE OF INNOVATION (OCI) 5 digits, generally starting with a 3 55 Follows Department NO NO YES NO YES NO Project number of grant. Only different for industry. LOW OCI NO NO NO End date YES CAD 1.0000 0 RCREC Yes N Sponsor ONTARIO CENTRE OF INNOVATION (OCI)
Other Gov ONTARIO MINISTRY OF TRANSPORTATION xxxx-R-xxxx 55 Follows Department NO YES YES NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO End date YES CAD 1.0000 0 RCINS Yes N Sponsor ONTARIO MINISTRY OF TRANSPORTATION
Internal RESEARCH RESIDUALS Full chartfield (fund-Account-Department-Project) 50 Follows Department NO NO NO NO NO NO Project number of grant. Only different for industry. LOW NA NO NO NO 12/31/50 NO CAD 1.0000 0 RESID No N Sponsor RESEARCH RESIDUALS
Tri-Agency SSHRC [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] 55 Follows Department NO NO NO NO NO NO Project number of grant. Only different for industry. LOW [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] YES YES YES End date + 1 year YES CAD 1.0000 0 RTAF Yes N Sponsor SOCIAL SCIENCES AND HUMANITIES RESEARCH COUNCIL
Tri-Agency TRI-AGENCY INSTITUTIONAL PROGRAMS SECRETARIAT (TIPS) [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] 55 Follows Department NO NO YES NO NO NO Project number of grant. Only different for industry. LOW [GRF prefix (if applicable)] - [program code] – [competition year] – [case file number] NO YES YES Usually end date + 1 year - check NOA YES CAD 1.0000 0 RTAF Yes N Sponsor TRI-AGENCY INSTITUTIONAL PROGRAMS SECRETARIAT (TIPS)
CFI Parent-Child VENDOR DISCOUNT (Child) CFI award number 55 Follows Department NO NO YES NO YES NO CFI multi project number LOW NA NO NO NO If not extended: End Date + 6 months. If extended: End Date YES CAD 1.0000 0 RMULTI No Project Status - 'MULTI - revenue only' N Sponsor VENDOR DISCOUNT
McMaster Transfer McMaster Transfer Full chartfield of main project (fund-Account-Department-Project) Follows main project Follows Department Follows main project NO Follows main project Follows main project Follows main project Follows main project Main project if part of matching program (i.e. ORF-RE, NSERC Alliance). If industry and matched, the project number needs to follow the industry note (project number for this field), should not follow main project of industry. This is captured in the award reference field. Follows main project Follows main project Follows main project Follows main project Follows main project The same as main project, unless it's matched - look for clause to auto extend terminal end date to following matching funds. Follows main project Follows main project Follows main project Follows main project RMTSF Follows main project N
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