Topic

Reporting to Sponsors

red checkbox Please Note

U of T is monitoring the impact of COVID-19 on reporting to sponsors.  See section 5.0 of the Research and Innovation Coronavirus (COVID-19) FAQ  for specific information regarding Tri-Agency research reporting, or refer to the relevant fund agency's website directly for COVID-19 updates.

Who is this for?

  • Principals, Deans, Academic Directors, and Chairs
  • Professors, Faculty Members
  • Research or Financial Administrators

What do I need before I can begin?

The original Research Funding Agreement and the corresponding Funded Research Digest (FReD) provide information that is pertinent to the reporting process.

Overview

Most sponsors require regular financial and project updates through formal reports. Reporting requirements for a particular award will be confirmed upon finalization of the award and summarized on the Funded Research Digest (FReD) established by staff working with the division of the Vice President, Research & Innovation (VPRI).

All financial reports should be prepared by the Research Oversight Compliance Office (ROCO), specifically by the Research Accountant noted on the FReD. Only ROCO should submit financial reports to the Sponsor on behalf of the University of Toronto (U of T) to ensure proper completion of financial reports. If there is any financial information to be included within the research reports to be submitted to the Sponsor, please coordinate with the Research Accountant assigned on the FReD to ensure both the research report and financial report document contain identical financial information.

In cases where the Principal Investigator (PI) is asked to submit a research report which includes financial information through the Sponsor’s web portal, please have the financial information reviewed by the Research Accountant responsible for the fund prior to submission.

For more details with respect to reporting to sponsor, you can visit U of T’s Guide to Financial Management, Reporting to Sponsors section.

VPRI Role

  • Prepare and submit financial reports to the sponsor as per the terms & conditions noted in the agreement

VPRI Contact

Please contact the Research Accountant assigned on the FReD related to the research grant. You can find the appropriate VPRI staff member to assist you by searching our staff directory.


 

 

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