Are you planning a research-related trip soon? Do you travel often to conduct research activities or attend conferences? This workshop will discuss:

• travelling tips to make your claim easier to complete upon your return;
• important information to review before travelling;
• the various documents and information to include in your travel claim; and,
• claiming an expense if you are missing a receipt.

Are you planning to host a research hospitality event and unsure of the applicable policies and procedures for this event?

How does a research hospitality event differ from a departmental entertainment expense?

We would like to invite you to the Research Hospitality Workshop. This workshop will provide a discussion around:

• a research hospitality case study;
• University policies and guidelines for all research expenses;
• specific policy requirements for research hospitality events;
• differences between research hospitality events and departmental entertainment expenses;
• various hospitality expenses, such as gifts and paid guest speakers; and,
• reimbursing travel costs for guest speakers.

Do you have research funds and don’t know what policies, procedures, and guidelines to follow to spend these funds appropriately and efficiently? Do you know the correct system to use to pay for different kinds of research expenses? This workshop answers these questions as it explores non-personnel research-related expenses, such as:

real-world expense case studies.

different types of research funding (contracts/grants);

order of precedence of funding terms and conditions concerning the eligibility of expenses (Sponsor, Program Specific, University);

research-related expenditure University policies, procedures, and guidelines;

research expense eligibility and documentation requirements;

Carleton systems for various types of expenses; and,

Do you need to navigate hiring an employee through a research fund and are unsure where to begin? We invite you to an introduction to the systems and the considerations involved in completing the process. This workshop will provide an overview of the:

• research hiring ecosystem at Carleton University;
• hiring eligibility and processes for Carleton’s Payroll Profile and Graduate Research Assistant Payment System;
• implication of ‘long-term’ work versus ‘short-term work’ and employment relationships;
• ways to define a graduate payment as a ‘stipend’ (type A versus type B); and,
• real-world case studies.

Procurement provides eShop assistance and resources for using the application on their eShop page. In relation to research funding, the Research Post-Award Administrators can also help you complete and submit the questionnaire. Prior to contacting them, please have the following information ready:

• What is the name and position of the person you are hiring?
• Have you worked with this contractor previously?
• What is the scope of the work?
• How does their work relate to the research?
• Which index (fund) are you planning to use?