/ Research Finance Project Delegation
(New Research Projects)

The purpose of this form is to appoint someone as a formal delegate on a research project. For the clarification on the types of delegation, please review the guidelines at

SUBMIT signed Delegation Form to HRS, HSC-3H9 or email* to **
*Note: Retain the signed original and email a scanned copy to HRS.

**Note: To change delegation on an existing research project please use “Change to Existing Research Projects” form.

Roles and Responsibilities of a Delegate
The Delegate has intimate knowledge of the research project, and is able to determine the relevance of transactions as they relate to the respective research project. The Delegate has knowledge of the granting agency regulations and/or terms of the contract agreement and has been advised of the approved budget, the terms of reference and the general policies and procedures of the University. Any change in delegation will be authorized by the Principal Investigator and sent to the Research Finance Office for action.
Please note that the Research PI Delegate role will automatically amend an individual’s security role that will restrict their access to only view projects for which they are a project delegate. If this limitation is too restrictive then the Delegate needs to discuss other options with the Department or the Research Finance Office.This delegation of authority does not absolve the grant holder of their responsibility to ensure that transactions recorded against their research projects are appropriate. All transactions can be reviewed in the Research Project Statement. The project holder’s accountabilities can be reviewed in the HRS Checklist, Section H, Meaning of Signatures.
Delegates for Vouchers, Travel & Expense claims, Requisitions
The Delegate has access to approve voucher, travel & expense claims, and requisitions on the same level as PI. There can be multiple Delegates on a project. The Principal Investigator and all of the Delegates will be part of the Work-Flow as a pool of approvers. Only one approver in the pool needs to approve a transaction.
NAME OF DELEGATE / EMPLOYEE ID # / EMAIL / DELEGATE SIGNATURE
Project Manager for Journal Entries (JE)
The Project Manager role has access to approve Journal Entries.There can only be one Project Manager per project. The Project Manager role can be assigned to a Delegate, if no Delegate is assigned, this role will be defaulted to the Principal Investigator. The Principal Investigator will not be part of the Work-Flow process for JEs if a Delegate is assigned to the Project Manager role.
NAME OF DELEGATE / EMPLOYEE ID # / EMAIL / DELEGATE SIGNATURE
Grant Holder Signature:
Grant holder Name (print):
Date:

Form Version 2016-02-02