Add an individual Statement of Account record to the FDSR system by completing a Form 300 for the Statement of Account.
Approval - Business Officer
Business Officer (of Business Officer Assistant with authorization by Business Officer at registration) indicates in the FDSR system that the researcher has approved the information in a Statement of Account record for the researcher's grant, and that the institution approves it as well. Approval by the Business Officer automatically submits the approved record to the granting agency.
Approval - Researcher
Researcher indicates on-line in the FDSR system that the information in a Statement of Account record for the researcher's grant is correct. After researcher approval, the record can be approved (and simultaneously submitted) by the Business Officer.
The person at an institution who is responsible for submitting Statement of Account information to the granting agencies.
Business Officer Assistant
The Business Officer's Assistant must register to use the FDSR system, and can perform all the functions of a Business Officer except approval of SoA records. Business Officers may, on the registration form for the Business Officer's Assistant, provide authorization for the Assistant to approve records.
See: Council Identification Number
Council Identification Number (CID)
The Council Identification Number that the researcher is assigned during the grant application process for SSHRC.
A set of Statement of Account data for multiple grants, formatted according to the \"About formatting data files\" section of the FDSR online help, and ready to be uploaded to the FDSR system.
Delete
Remove a record or data file from the FDSR system.
See: Financial Data Submission and Reconciliation
Financial Data Submission and Reconciliation (FDSR)
The system that has been developed to help Business Officers upload, manage and electronically transmit annual Statements of Account (SoA) to the three federal granting agencies (CIHR, NSERC and SSHRC),and to help researchers approve their Statements of Account on-line.
Form 300
In the FDSR system, the Form 300 represents an on-line version of the Statement of Account information. Institutions may approve the form 300 and submit it electronically using the FDSR system.
Applicable only to NSERC and SSHRC, the Grant Residual Fund is pool of research funds made up of grant funds that have not been used by the grantees and are available to the institution to support other research. Institutions submit one Statement of Account per year per granting agency for expenditures from their GRF.
Granting Agency
The institution that has awarded the grant.
GRF
See: Grant Residual Fund
Connect a researcher’s FDSR user ID with a specific grant in order to allow the researcher to approve the grant’s Statement of Account record (Form 300) in the FDSR system. This action is available to researchers only.
The notice to the researcher providing important information the researcher needs to know about the grant.
Personal Identification Number (PIN)
The Personal Identification Number that the researcher is assigned during the grant application process for NSERC and CIHR.
PIN
See: Personal Identification Number
Post
The command used to publish records in the FDSR system.
Publish
In the FDSR system, to make individual records from an uploaded data file available for viewing, editing, and approval by Business Officers and researchers. Each Business Officer and researcher will see only the published records for their own institution.
In the FDSR system, a Statement of Account, presented as a Form 300.
Researcher
The grant holder.
See: Statement of Account
Statement of Account
The statement the institution is required to provide to the granting agency each year to account for the use of awarded funds. This statement list a grant’s expenditures and balance, using the format of the council’s paper Form 300. In the FDSR system Online Help, we also refer to Statements of Account, as SoAs, Form 300, and Records.
Transfer a data file containing information for multiple Statements of Account to the FDSR system for an institution. Uploading is done by Business Officers or Business Officers Assistants.