March 31st is a major reporting deadline for many of our research funds. Some things you may wish to do to prepare for year-end include:

  • Review the activity in your fund for accuracy. Any changes that are required should be sent to your fund administrator by March 15th.
  • Please note that Tri-Council and OCE do not track expenses against awards on a yearly basis.  It is therefore not necessary to include items to be purchased in a particular fiscal year if they are not already purchased.
  • If your fund is terminating on March 31st and you require an extension, contact your funding agency before March 31st.
  • Check your compliance expiry dates.
  • Check the deadlines for applying to have your compliances renewed.

If you have any questions or concerns, please contact your fund administrator.