Tri-Agency Guide on Financial Administration - Apply your Knowledge to Real-World Scenarios

A scenario-based workshop on the new Tri-Agency Guide on Financial Administration (TAGFA). Learn how to apply what you know about the TAGFA principles and directives, as well as University of Toronto (U of T) policies, to tackle common, real-world scenarios on expense eligibility.
 

Learning Outcomes:

1. Apply the TAGFA principles and directives to real-world expense eligibility scenarios
2. Understand the intersection between the TAGFA and U of T institutional policies
3. Understand resources available to support eligibility review
    

Key Takeaways:

1. Tri-Agency Principles on Expense Eligibility
    
   Remember the four Tri-Agency principles on the use of grant funds when assessing an expense. Grant expenses must:
   • contribute to the direct costs of the research activities for which the funds were awarded
   • not be provided by the administering institution to their research personnel
   • be effective and economical
   • not result in personal gain for members of the research team
      
2. Tri-Agency Expense Eligibility Criteria
    
   When assessing an expense on a Tri-Agency grant, consider the following criteria:
   • Program and Funding Opportunity guidelines
   • TAGFA Principles on the Use of Grant Funds
   • TAGFA Directives on Expense Categories
   • U of T Policies and Guidelines, where applicable