Research Finance

At UBC, an account on the Financial Management System (FMS) is termed a Project/Grant, or P/G. This sheet refers to Research P/G's only.

Important Contact Information


Office of Research Services

FIP 336 - 3333 University Way
Kelowna, BC  V1V 1V7

Phone: 250.807.9412

Research Grants (excluding private sector grants):

  • Research Grants (excluding private sector grants)
  • Institutional Signatures for Research Grants
  • Assistance in Research Grant Application Process
  • Award Extensions
  • Status of /PG Set-up/Initial Budget Set-up
  • Transfer of Funds to Collaborators
  • NCE Awards & Administration
  • NIH and NSF subcontracts

University-Industry Liaison Office (UILO)

Phone: 250.807.9853


Research Contracts/Agreements (government & industry, including clinical trials, NCEs) and private sector grants:

  • Design, Review and Negotiation
  • Award Extensions
  • Status of P/G Set-up / Initial Budget Set-up
  • Transfer of Funds to Collaborators

Finance Operations and Strategies

ADM006 - 1138 Alumni Avenue
Kelowna, BC V1V 1V7

Accounts Payables Contacts

Payroll Contacts
Research Finance

FIP 304 - 3247 University Way
Kelowna, BC V1V 1V7

Research Finance Contacts

 All Research P/Gs:

  • Finance Officer Signature for Research Grants
  • Financial Information/Reporting/Ledger Details
  • Budget Adjustment Inquiries
  • Cash Receipts Processing
  • Request to Inactivate a P/G
  • Agency Policies and Guidelines
  • Payment Requisition and Travel-Related Claims Processing
  • Journal Vouchers
  • Payroll Concerns, Student/Staff Appointments
  • Notification of Status Changes

Supply Management
Phone: 250.807.8613
Supply Management | Okanagan Campus
Supply Management | Vancouver Campus

  • Scientific/Research Equipment Purchases/Purchase Orders
  • P-Card, Travel

Office of the University Counsel

  • UBC Research Policies (#85 - #91)

Last reviewed shim8/17/2017 9:05:28 AM


Researcher Responsibilities (once the P/G is opened):

  • Follow agency policies and guidelines on the use of funds in the P/G.
  • Authorize and review expenditures posted to the P/G.
  • Provide progress reports to agencies as required on a timely basis.
  • Review and notify the Office of Research Services or the University-Industry Liaison Office (UILO) of any budget discrepancies in their P/G.
  • Review and notify Research Finance  of any revenue or expense discrepancies in their P/G.
  • Adhere to the UBC Overexpenditure Policy #90 and ensure the P/G is not overspent.
  • Notify the granting agency and the Office of Research Services of any change in academic status.
  • Notify Research Finance when research is complete and to authorize the close out of the P/G. (Unless unused funds are being returned to the granting agency, the balance of the P/G should be zero).

Research Roadmap