All reimbursements related to research must be submitted to the Office of Research Administration, Research Finance.
The information below will assist you in submitting a reimbursement for a research purchase you have made. Please kindly follow the instructions below using the research expense policy, research supplement and the expense code to guide you. The necessary (1) documentation and (2) signatures are required to avoid any delay with processing your payment.Policies & Forms | Description |
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Common Expense Codes | These expense codes are used to categorize your reimbursement. |
Research Supplement Guide | This document will help you understand what necessary "back-up" is required for your reimbursement. |
Expense Policy | Please review the policies that pertain to your reimbursement. You must be in line with the policy to be eligible for a reimbursement. |
Research Signing Authority | Please review policy on contractual signing authority and financial approval authority delegated to research staff and Principal Investigators. |
Credit Card Statement | Statements are required for payments made by credit card showing (1) first and last name of payee, (2) last four digits of credit card to match payment and (3) transaction line item. |
*NEW* Travel & Expense Supplement - Payment Lead Sheet | Effective immediately, due to COVID-19 all Unity Health staff and vendors are required to submit a payment lead sheet when requesting payment. |
Research Reimbursement Forms - Employees | |
Employee Reimbursement Requisition Form | Effective June 1, 2020, all employee reimbursements with employee ID’s are to be prepared through the Expense Reporting Management System (ERMS). |
Research Reimbursement Forms - Non-Employees | |
Payment Requisition Form | Payment Lead Sheet - Fill this out if you are not an employee at Unity Health Toronto and would like a reimbursement. |
Research Honorarium Forms | |
Honorarium Log Form – For Participant/ Patient | Research staff must use this form if their participants/patients are provided a honorarium. This log can be used for single participants/patients. Must be attached to a requisition. |
Honorarium Log for Multiple Participants | Due to confidentiality of PHI, we are asking that all staff only use the single participant/patient log, We will no longer be providing access to the multiple participant honorarium log form. |
Gift Cards & Reimbursements | Research staff may use this form if their participants/patients are provided a gift card as honorarium |
Other Forms | |
Internal Transfer Form | Research staff may use this form to transfer funds in-between companies. (Ex, 1 to 2, 2 to 1, 1 to 3, 3 to 1, 2 to 3 or 3 to 2) |
*NEW* EFT Payment Form | Unity Health Toronto now has the option of EFT payments instead of cheques or wire. If you're payee would prefer an EFT payment, please have them complete this form and attach to the requisition. |