Funding Types and Allocation

Below is an overview of the two main types of funding faculty members can access for professional/research expenses. See also the overview of York’s accounting system.

1) Professional Expense Reimbursement (PER)

This is an amount negotiated by the York University Faculty Association (YUFA). As part of the YUFA Collective Agreement, each YUFA member is entitled to a specified amount of funds per year to cover professional expenses.

PER funds must be spent according to the Professional Expense Reimbursement Guidelines. All PER expenses must be approved by the Dean.

If you are a YUFA member, your PER funds will be automatically allocated to a PER Cost Centre that will be assigned to you. The Cost Centre number and details will be emailed to you by York’s Finance Department.

2) Research funds

Internal research funds

These are research funds that come from York – i.e. if you have been awarded a small research grant, the York Incentive Grant, a startup grant etc.

Internal research funds must be spent according to the University’s Reimbursement of Expenses procedures (IMPORTANT NOTE: these differ from the PER policy referred to above) and must comply with the University’s Procurement of Goods and Services Policy.

Any internal research funding you receive will be deposited into a Generic Cost Centre that will be assigned to you. Again, the Cost Centre number and details will be emailed to you by York’s Finance Department.

External research funds

These are research funds that come from outside the University – i.e. SSHRC, NSERC, CIDA etc.

External research funds must be spent according to the granting institution’s guidelines. See for example the documents SSHRC – guide to using your funds and NSERC – use of grant funds. If no such guidelines exist, they must be spent according to the University’s Reimbursement of Expenses procedures (IMPORTANT NOTE: these differ from the PER policy above) and must comply with the University’s Procurement of Goods and Services Policy. Note: Claims for conference/research travel on SSHRC and NSERC grants must be approved by the Dean.

Each amount of external research funding you receive will be deposited into a separate Cost Centre that will be assigned to you. If you have several external grants you will have a Cost Centre for each of those grants. Again, the Cost Centre numbers and details will be emailed to you by York’s Finance Department.