Submit the account application, with all required signatures, to Financial Services. The account application must be accompanied by the fully signed copy of the service agreement
service agreement must be signed by a Vice President of Dalhousie University
Note: service agreement/contract will not be forwarded to Financial Services by Legal Counsel or by Dalhousie Research Services. Faculty member must send it to Financial Services.
Financial Services will open an account in the 6xxxx (special purpose) account series
You will receive an e-mail notification of your new account number which will also include information about who your account administrator in Financial Services will be.
Overhead policies of the university apply only to Research Accounts. Faculties who wish to include some ‘administrative fee’ in budgeting for service agreements may do so; however, it is not mandated by the University. Please consult with your Dean about individual Faculty requirements.
Transfers for “administrative fees” from service agreement accounts will be the responsibility of the project and/or Faculty. Please consult your Dean about process within your Faculty.
Financial Services will issue invoices on behalf of the University for service agreements upon notification by the faculty member responsible that conditions have been met for invoicing (ie milestone met).
