Funding is available to support the professional development of Research Associates at UBC. For the purposes of this funding program, professional development is defined as those learning activities that enhance the knowledge, performance or career progression of a Research Associate’s work at the University.
- How to Apply for Reimbursement
- Reimbursement Options & Required Documentation
- Claim Review Process
- Contact Information
How to Apply for Reimbursement
Review the guidelines provided below and complete a PD Expense Claim Form (pdf).
Use campus mail or hand deliver your claim form and required supporting documents to:
Human Resources – PD Funding Programs
600 – 6190 Agronomy Road (Tef3)
Vancouver Campus, V6T 1Z3
All Research Associates (RAs) in paid appointments are eligible to access this funding program. Honorary Research Associates are not eligible.
Login to Faculty & Staff Self-Service (navigate to the Staff PD tab) to confirm your personal eligibility, current available balance and claim history for the current funding period.
Funding Amount & Period
Research Associates may access a maximum of $2,000 in professional development related expense reimbursements over a defined two-year funding period. All RAs are eligible as of date of hire with no pro-ration of funding amounts.
Current Funding Period: 2016-2018
The current two-year funding period runs from April 1, 2016 to March 31, 2018.
To access up to $2,000 applicable to the current period, the following conditions apply:
- Your claim must be for expenses you’ve paid within the previous 12 months and can be associated with activities that have already occurred or are scheduled to occur in the coming months.
- If you submit an incomplete claim form or do not provide the required supporting documentation, we will not be able to process your reimbursement.
- If by the end of the funding period, you still have an unused balance from this current funding period, this amount will be forfeited and will not carry forward into the next funding period.
This funding program is subject to an overall budget cap and is dependent on the ongoing availability of annual provincial funding. If the overall budget cap is reached in any particular 2-year period, the fund will be closed to submissions until the start of the next funding period.
The professional development expense reimbursements provided to you through this funding program are not taxed and as such, should not be used towards an educational tax credit on your personal tax return.
Eligible Professional Development Expenses
Expenses must be related to professional development activities that enhance the knowledge, performance, or career progression of your work at the University. This funding may not be used for any other purpose and is non-transferable.
Eligible expenses typically include:
- Registration fees for meetings of professional organizations, conferences, seminars, workshops and other similar activities;
- Travel expenses related to your attendance at conferences, workshops, seminars, and other similar activities (applies only to out-of-town travel expenses based on UBC travel expenses policy 83 & administrative directive );
- Membership fees for professional organizations;
- Fees and subscriptions for professional journals, books and online resources;
- Tuition fees for courses, certificates, and programs
Ineligible expenses include, but are not limited to:
- Any activity or travel taken to fulfill required work-related responsibilities;
- Any activity or travel taken for recreational or personal interest purposes;
- Phone, data or internet plans for any electronic device;
- Courier fees and shipping fees for online book purchases;
- Application software purchases or licensing (however training to learn how to use the software program is an eligible expense);
- Fixed assets such as laptops, e-readers, tablets or research equipment
If you are unsure of the eligibility of your planned activity, please contact us at email@example.com for additional assistance prior to submitting a claim.
This program is not intended to substitute for department funds currently spent on the development of Research Associates.
Reimbursement Options and Required Documentation
Reimbursement to you: This is applicable when you’ve paid the upfront expenses using your own money. Your claim will be reimbursed through an electronic funds transfer directly into your bank account.
Reimbursement to your UBC department: This is applicable when you have used some form UBC department /grant money to initially pay your PD expenses (typically when a UBC Credit Card has been used) In this case, your claim will be processed as an internal funds transfer to your department SpeedChart by journal voucher (JV).
To receive your reimbursement, you will need to submit a completed PD expense claim form along with the applicable supporting documents as described below:
Basic Documentation Requirements
- PD Expense Claim Form completed in full;
- Proof of expense payment (receipt or statement of account showing a zero balance);
- Proof of registration showing your name, name of the activity and dates;
- If travel expenses are being claimed, include proof of registration in the related activity;
- If an online book purchase has been made, include the shipping/ packing slip that came with your book delivery;
Additional Documentation Required for Reimbursements to your department
Please request assistance from your unit’s financial or administrative manager for this required information
- Proof of original payment by your department (this could include a copy of UBC credit card statement page or a copy of the initial Q-Req/Travel-Req, or OPT Summary)
- Provide your department SpeedChart and preferred expense account code(s) on the claim form for the internal Journal Voucher funds transfer.
Claim Review Process
All PD expense claim forms require an authorizing signature from either your Supervising Faculty Member (when applicable) or your Academic Unit Head before you submit your claim to Human Resources for reimbursement.
The PD Fund Coordinators in UBC Human Resources will review your submitted PD Expense claim to ensure it:
- is within your available individual funding limit;
- is consistent with the program guidelines;
- includes all required signatures, receipts and back-up documentation.
Submitted claims that do not meet the above criteria will be declined RA PD funding support by Human Resources.
You will receive a confirmation email once your claim has been reviewed and processed. Please note that the reimbursement process may take up to 15 business days. Your reimbursement will be delayed if you submit an incomplete claim.
You can check the current status of your submitted claim online through the Faculty & Staff Self-Service (navigate to the Staff PD tab)
If there is a disagreement with respect to the eligibility of an expense that is not addressed by the program guidelines, the matter will be referred to the VP Research & International and the VP Human Resources (or designates ) who are empowered to decide upon the eligibility of the claimed expense at their discretion. Their decision will be final and binding on all parties and there will be no further appeal.
Contact Susanna Mulligan, PD Funds Manager, Human Resources at firstname.lastname@example.org or 604-822-9273