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The Tri-Council (NSERC, CIHR, SSHRC) requires financial information to be reported on-line using the Financial Submission and Reconciliation System (FDSR). Researchers can either approve their statements of account on-line using the FDSR website or on paper.

The steps for approving your statement of account on-line are outlined in this document:

1. Navigate to the FDSR website https://eservices.nserc-crsng.gc.ca/fdsr-prdf

2. Register in the FDSR system to create an account 3. Link your User ID to your grant using the information provided from Financial Services

4. View Statements of Account that have been uploaded 5. Contact your Grant Accountant for clarification or changes

6. Approve and Save your Statement of Account 7. Logout of the system

*The instructions attached are very detailed and include multiple screen shots. Following the steps above

and referring to the Grant information from Financial Services may be sufficient to complete the process.

For Additional Assistance please contact:

Mundeep Sodhi, Research Compliance Accountant – Reporting and Monitoring

Ph: 204-474-8715

Email: Mundeep.Sodhi@umanitoba.ca

FDSR Online Services Helpdesk (OLS-HD)

1-613-995-4273 Monday to Friday: 8 AM to 5 PM (EST) E-mail your request for help using this URL:

http://www.nserc-crsng.gc.ca/OnlineServices-ServicesEnLigne/SupportRequest- DemandeDeSoutien_eng.asp

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1. Navigate to the FDSR website using the following URL:

https://eservices.nserc-crsng.gc.ca/fdsr-prdf

Click on “English or French” to navigate to the next screen.

2. Register in the FDSR system and create and account

Click link to read agreements,

select "I accept" if you concur and

click on "Continue".

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Your Password must consist of eight to 12 characters and include at least one alphabetic character and one numeric character (special characters are not permitted).

Select University of Manitoba from

drop down menu

University of Manitoba email

Fill in required fields then

"Create" User ID.

Select "Cancel" to stop the

process

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The next screen “Account Registration Step 2” will appear and summarize your User ID and password. You will also receive an auto-notification email from the system with both your User ID and password. If you are concerned about security issues please proceed to change your password after receiving this notification.

Make a note of your User ID and password as you will require them to logon and approve your Financial

Statements of Account. Your User ID will consist of your last name, first initial plus numerical characters.

Select “Continue” and the “Link Grant to User Account” page appears.

3. Link your User ID to your Grant

Your statement of account must be uploaded by the responsible Grant Accountant before the linking can be completed. You will receive a notice from Financial Services with the necessary information (as outlined below) once the statement has been uploaded. The information is also included on the notice of award you received from the agency, but the formatting of what is inputted must be exactly what the system is expecting. To link your FDSR user ID to a grant, you will need to know:

The granting agency from which you received the grant. (NSERC, SSHRC, CIHR, CRC, NCE)

Your identification number from the granting agency. (your Council Identification Number/ Personal Identification Number - CID/PIN - this is different from the User ID created in the previous step).

The unique grant number that FDSR created when the Grant Accountant uploaded your grant SoA record.

and follow instructions. (no

email notification will be sent

when changing a password).

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After registering and following each subsequent login, following screen will appear:

The information needed will be provided by Financial Services once your statement has been uploaded.

Please note the following points:

The CID (Council Identification Number) or PIN (Personal Identification Number) is unique to each agency and is different from the User ID created earlier.

The Grant # must be entered in the exact format provided including spaces and “/” or “-“

The year ending is the fiscal year we are reporting on. Previous year’s statements may be available to view - please contact your Grant Accountant for more information

Select Link to complete the process. If the information you entered is correct, the FDSR system will

display a success message.

to your profile

CID or PIN - is different for each agency (not

Grant# must match the granting agency’s

Year ending is the year we are reporting

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If the information you entered is incorrect, the FDSR system will display an error message identifying the incorrect information. Correct the errors in order to link your grant or choose “Home” to exit.

Possible errors

There is currently no match for the grant information you provided:

The CID/PIN may be incorrect. Each agency has a different identification number - please ensure you

have entered the number from the correct agency.

The Grant # may have been entered incorrectly - dashes (-) and slashes (/) must be entered exactly as indicated on the information provided by Financial Services. If applicable the date portion of the grant # must be the 4 digit version.

The statement for the year ending selected may not have been uploaded. Check with your grant accountant if you continue to have trouble linking to your grant.

Select Continue to go to the Approve a Form 300 page. You may link additional grants from the Approve a

Form 300 page.

Correct errors as indicated and Link

grant

2014

Once successful choose

continue to see

2014

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4. View Statements of Account that have been uploaded

5. Contact your grant accountant for clarification or changes

The statement you see will be the F300 template which has different categories than the information

included on University of Manitoba monthly reports.

If you have questions about or disagree with any item on your statement please contact your grant

accountant before approving the statement in order for changes to be made.

When exiting select the back arrow to

return to the FDSR website. Choosing

the "X" will close your web browser.

Choose magnifying glass to

view current year statement

You may also print the

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6. Approve and Save your Statement of Account

About the approval process

Your online approval indicates acceptance of the information in the Statement of Account (SoA)

and indicates that, to the best of your knowledge, all expenditures incurred are acceptable as per the Tri-Council Use of Grants guidelines and as per your program’s policies. Researchers are

responsible for viewing and approving their own Statements of Account.

When you save your online approval of an SoA, the record is immediately available for the U of M Grant Accountant to approve, and when the Grant Accountant approves the SoA, the record is immediately submitted as complete to the Agency.

Your online approval is equivalent to your signing the form and forwarding it to your Grant Accountant.

Approval date shows

up once approved by

the researcher

If changes need to be made you can simply click on the approved box again to remove approval and save the new status. Your grant accountant will notify you when the statement is available to be “unapproved” and can assist you with the process.

7. Log out of the system

save.

Don’t forget to log out after