Heather Bray
Clerk
(778) 782-4020
hbray@sfu.ca

- Signing Authority Management (SAM)
- Signing authority system access
finauth@sfu.ca

- FINS and HAP department security tree maintenance
- Chartfield governance
·       Departments
·       Programs
ida_luo@sfu.ca

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

• 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

• BC Net
• Beedie School of Business
• Electronic Libarary Network
• Faculty of Applied Sciences
• Faculty of Communications, Art & Technology
• Faculty of Environment
• Institutional Research & Planning
• IT
• Library Services
• Office of the President
• Office of the VP Academic
• Office of the VP Research

• Advancement & Alumni Engagement
• 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

• Ancillary Services
• Athletics
• BC Campus
• External Relations 
• Faculty of Communications, Art & Technology (FCAT)
  

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

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

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

• Faculty of Health Sciences
• Faculty of Science
• Research
• Sustainability Office
• Sustainable Procurement

• Facilities Services

• CCard Program Administration
• Courier Services
• Customs: Importing and Exporting
• Data Tracking / Reporting
• Monthly Financial Reporting
• Travel Program Administration    

• Blanket Orders
• Computers & Related equipment
• Direct Purchase Orders
• General PO Inquiries
• Incidental Office Furnishings
• Procurement PeopleSoft
• PeopleSoft Workflow Implementation  Project

• 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) and Lecturer Appointments
  

• 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 

• 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: 523XXX, 593XXX, 599136-599137, 569240-569242, 569244-569245, 591016, 864XXX
• Fund 35: 365XXX
• Fund 36: 36XXXX, EXCLUDING 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, C150, CRC, MSFHR, Stem Cell Network, Provincial research grants,
• Fund 31: 641XXX, 65XXXX, 669XXX, 67XXXX, 681XXX, 719XXX, 724XXX,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 University budgetary processes
•  Overall delivery of client services 

For inquiries related to:

•  Fiscal management of University priority Fund
•  Tuition revenue projections & analysis

For inquiries related to:

•  Submission to Budget review Committee
•  Project savings process
•  GUR (Contingency) Funding Transfers

For inquiries related to:

•  Financial support for VPFA portfolio
•  Client-based analysis and support

For inquiries related to:

•  Quarterly Budget-Actual Variance Analysis Report
•  Hyperion Planning system & annual budget processes

For inquiries related to:

•  Hyperion Planning security
•  Hyperion Planning data

For inquiries related to:

•  Budget and Hyperion Planning Training
•  FTE Reports
•  Operating Carry Forward processes
•  Budget Transfers (BTs)

For inquiries related to:

•  General budget processes & requirements