Field Name

Data Type and Description

Granting Agency

Number

1 = CIHR

2 = NSERC

3 = SSHRC

5 = NCE

6 = TIPS

Network

Pre-populated with their Network  for NCE Network Administrators.

Business Officers and Assistants selecting NCE (#5) as the Granting Agency may select a Network from the drop-down menu.

Institution

Pre-populated with their Institution for Business Officers and Assistants.

NCE Network Administrators may select an Institution from the drop-down menu.

Statement Type

Text

A = Annual statement.  One year’s SoA for a multi-year grant.

F = Final statement.  The final SoA for a grant.

Family Name of Grantee

Text

Given Name of Grantee

Text

Initial(s) of Grantee

Text

Council/Personal Identification No. (CID/PIN)

Number

The unique identification number given to the researcher upon application for the grant.

CID is used by SSHRC, all other granting agencies use PIN.

A researcher will have one CID/PIN for each agency.

If a researcher has multiple grants with one agency, s/he will use the same CID/PIN for all grants.

 If the researcher has grants with more than one agency, s/he will have a separate CID/PIN for each agency.

Date

Date (format: YYYY-MM-DD)

The date the Statement of Account is being made.

Year Ending

Date (format: YYYY-MM-DD)

The year in which the expenditures in this SoA occurred.

About the year ending field in multi-year grants

University Account No.

Text

This is your institution account number.

Program Code

Number

Grant ID  

Number

Shown on the Notice of Award

Competition year

Number

This is the year the competition for the grant was held. Because grants often run for several years, this will not necessarily be the same as the Year Ending you entered in field #8.

About the competition year field in multi-year grants

Balance of grant at close of previous year  

Number $

The amount of the total grant that had been use at the end of the previous year.

Current year grant  

Number $

The amount of the grant that was given for the current year (the year used in Current Year, field #8)

Federal Granting Agency authorized transfer  

Number

Total funds available for current year A

Number

Enter 0 (zero) in this field.  Total funds for current Year (A) are now calculated by FDSR.

Total of fields 20-41

Total expenditures incurred for current year B

Number

Enter 0 (zero) in this field.  Total expenditures incurred for current year (B) are now calculated by FDSR.

Balance (A-B)

Number

Enter 0 (zero) in this field. Balance (A-B) is now calculated by FDSR.

Outstanding commitments at close of year  

Number. $

1a) Salaries to students (including benefits) Bachelor’s, Canadian and Permanent Residents

Number. $

1a) Salaries to students (including benefits)  Bachelor’s, Foreign

Number. $

1b) Salaries to students (including benefits)  Master’s, Canadian and Permanent Residents

Number. $

1b) Salaries to students (including benefits)  Master’s, Foreign

Number. $

1c) Salaries to students (including benefits)  Doctoral, Canadian and Permanent Residents

Number. $

1c) Salaries to students (including benefits)   Doctoral, Foreign

Number. $

2a) Salaries to non-students (including benefits)   Postdoctoral, Canadian and Permanent Residents

Number. $

2a) Salaries to non-students (including benefits) Postdoctoral, Foreign

Number. $

2b) Salaries to non-students (including benefits)  Other

Number. $

3) Salary and benefits of incumbent (Canada Research Chairs only)

Number. $

4) Professional and technical services/contracts

Number. $

5) Equipment (including powered vehicles)

Number. $

6) Materials, supplies and other expenditures

Number. $

7) Administrative costs related to the Canada Research Chairs (proposal writing, technology transfer costs, libraries, relocation, etc.)

Number. $

8) Travel

Number. $

9) Research time stipends (SSHRC grantees and NCE program leaders only)

Number. $

10a) GRF, GGSF, SIG and ASU expenditures only: Travel in Canada

Number. $

10b) GRF, GGSF, SIG and ASU expenditures only: International travel

Number. $

10c) GRF, GGSF, SIG and ASU expenditures only: Research awards and scholarships

Number. $

10d) GRF, GGSF, SIG and ASU expenditures only: Research infrastructure (ASU only)

Number. $

10e) GRF, GGSF, SIG and ASU only: Other (e.g. conferences, workshops, seminars)

Number. $

11) Other expenditures (e.g. NCE administration costs)

Number. $