• FAST, FINS, Appendix C, and monthly financials

• Capital projects and expenditures, pension plan financial statements and quarterly forecast

• Capital projects and expenditures, pension plan financial statements and quarterly forecast

• FAST, FINS, Statement of Financial Information(SOFI), and IRS990

• Journal voucher and budget transfer data entry

• Specific purpose and endowment funds, charitable return

• Banking and signing authority
• Petty cash and banking

• Banking and signing authority

• Miscellaneous accounts receivable and banking.

• Fund 13 project set up

Commodity Tax Accounting and Queries (PST/GST/Non Resident Withholding Tax)

• Employee Expense Claim Self Service Training
• Employee Expense Claims Access
  

• General Enquiries
• Vendor/Supplier Payment

• Expense Allocation Adjustments & Queries

• Vendor/Supplier Registration
• Non Resident Enquiries
• Independent Contractors Payments

• Employee Claims General Enquiries
• Wire Transfer Payments

• Employee Claims General Enquiries

• Payment Processing (Cheque & EFT weekly runs)
• Courier Payments
• Vendor/Supplier General Enquiries

• Advancement & Alumni Engagement
• Courier Services
• Customs: Importing & Exporting
• External Relations
• Facilities
• Faculty of Arts and Social Sciences
• Faculty of Education
• Finance & Administration
• Legal Affairs
• Lifelong Learning
• Residence & Housing
• Safety & Security
• Student Services
• SFU International
• Teaching & Learning Centre

• Athletics
• Blanket Orders
• Computers & related equipment
• Direct Purchase Orders
• Incidental Office Furnishings
• Procurement PeopleSoft
• Recreation

• Science Stores Inventory
• Science supplies and equipment <$10,000

• BC Campus
• BC Net
• Beedie School of Business
• Departmental SharePoint
• Faculty of Applied Sciences
• Faculty of Communications, Art & Technology
• Faculty of Environment
• Institutional Research & Planning
• IT
• Office of the President
• Office of the VP Academic
• Office of the VP Research
• MERX
• Research

• Administrative Support
• Customs Support
• Data Tracking / Reporting
• PeopleSoft Support / Training
• Procurement Records
• Requisition Review & Distribution
• Vendor Information

• Administrative Support
• Customs Support
• Data Tracking / Reporting
• Monthly Financial Reporting
• PCard Program Administration
• Requisition Review & Distribution
• Vendor Information

• Ancillary Services
• Education Purchasing Cooperative (EDCO)
• Faculty of Health Sciences
• Faculty of Science
• Sustainability Office
• Sustainable Procurement

• Administrative Support
• Customs Support
• Data Tracking / Reporting
• Monthly Financial Reporting
• PCard Program Administration
• Requisition Review & Distribution
• Vendor Information

• Requests for off cycle Manual Cheques

• Information on Payroll Actuals or Encumbrance reporting.

• Requests for HAP access

• TSSU Appointments – all departments except FASS and Sciences.
• Additional Pay, Dues, Garnishments

• Faculty Payroll Inquiries
• Overload Teaching Contract (OTC) Lecturer and Instructor Appointments
  Canada Savings Bond

• Benefit Deduction inquiries
• Benefit Prepayment and Reconciliation

• TSSU Appointments – FASS and Sciences
• Payroll  Appointment Forms (PAF) – Last Name K-T 

• Payroll Appointment Forms ( PAF) - Last Name U-Z

• Payroll Appointment Forms ( PAF) - Last Name A-J

• Payroll Appointment Forms (PAF) - Immigration Compliance Payroll Advisor

• Information on PCI Data Standards; investment policies; endowment and non-endowment investments; banking  relationships

• Information on exchange rates; negotiation of currency hedge arrangements; PayPal accounts

• CFI excluding CFI funded through other institutions, CPAC, CANARIE, NIH
• Fund 31: 599136-599137, 569240-569242, 569244-569245, 591016, 864XXX
• Fund 35: 365XXX
• Fund 36: 36XXXX
• EXCLUDE 364XXX and 365XXX

• SSHRC, Federal or Provincial Government research grants, TRIUMF, research grants from other universities, Endowment funded and Interfund Transfer research grants
• Fund 31: 63XXXX, 640XXX, 729XXX, 74XXXX, 75XXXX, 78XXXX
• Fund 32: 693XXX

• Research contracts⁄agreements excluding major research contracts/agreements, industrial research grants/contracts, other research grants

• Fund 31: 5XXXXX,  531009-531011, 77XXXX, 869XXX
• EXCLUDE: 521XXX, 562XXX, 572XXX, 573XXX, 591XXX, 592XXX

• CFI funded through other institutions, Major research contracts⁄agreements, Genome
• Fund 31: 521XXX, 531001-531004, 531012 and higher, 562XXX, 572XXX, 573XXX, 591XXX, 592XXX
• Fund 32:  695XXX
• Fund 35: 364XXX
• Fund 36: 364XXX

• Externally restricted non-research contributions
• Fund 25: 1XXXXX

• NSERC research non-collaborative programs
• Fund 31: 611XXX, 6194XX, 6195XX
  

• NSERC collaborative grants and all CIHR grants
• Fund 31: 612XXX-6193XX, 711XXX
  

• PICS, Heart & Stroke Foundation, NCEs, MITACS, BCIC, CRC, MSFHR research grants
• Fund 31: 641XXX, 65XXXX, 669XXX, 67XXXX, 73XXXX, 76XXXX

• Strategic planning and alignment; qualitative and quantitative analysis; strategic communications; risk management

• Qualitative and quantitative analysis; University Priority Fund applications / progress reports; performance metrics (KPIs); strategic alignment; strategic communications

For inquiries related to:

·         Overall budgetary processes
·         Overall delivery of client services

For inquiries related to:

·         Fiscal management of University Priority Fund
·         Quarterly Budget-Actual Variance Analysis Report

For inquiries related to:

·        Hyperion Planning system and project

For inquiries related to:

·         Submission to Budget Review Committee
·         Project savings process
·         GUR (Contingency) Funding Transfers

For inquiries related to:

·         FTE Reports
·         Operating Carry Forward processes
·         Budget Transfers (BTs)

For inquiries related to:

·         Hyperion Planning Security
·         Hyperion Planning system and project

For inquiries related to:

·         Budget and Hyperion Planning Training

For inquiries related to:

·         General budget processes & requirements