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

• Vendor/Supplier Payment

• Expense Allocation Adjustments & Queries

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

• General Enquiries
• Vendor Supplier Payments

• Employee Claims General Enquiries

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

• BCNet
• Compute Canada Projects and Agreements

• Archives & Records
• Advancement & Alumni Engagement
• Beedie School of Business
• Faculty of Education
• Grad & Post-Doctoral Studies
• Internal Audit
• Legal Affairs
• Lifelong Learning
• Residence & Housing
• Safety & Security
• SFU International
• Student Services
• Teaching & Learning Centre 

• Ancillary Services
• BC Campus
• External Relations
• Facilities Support
• Finance & Administration
• Human Resources
• Merx Super User

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

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

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

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

• BC Electronic Library Network 
• Faculty of Applied Sciences
• Faculty of Environment
• Great Northern Way 
• Innovation Office
• IT
• Library Services
• Office of the President

• Faculty of Health Sciences
• Faculty of Science
• Institutional Research & Planning
• Office of the VP Academic
• Office of the VP Research
• Research
• Sustainability Office
• Sustainable Procurement 
• Bonfire Super User

• Facilities Services

• Athletics & Recreation 
• Computers & related equipment
• Purchase Orders (<$75,000)
• Faculty of Arts and Social Sciences
• Faculty of Communications, Art & Technology
• General PO Inquiries
• Incidental Office Furnishings
• Procurement PeopleSoft Super User

• Requests for off cycle Manual Cheques

• Information on Payroll Actuals or Encumbrance reporting.

• Additional Pay

• Benefit Deduction inquiries
• Benefit Prepayment and Reconciliation

• Faculty member - Payroll inquiries 
• Overload Teaching Contract (OTC) and Lecturer Appointments

• Payroll Appointment Forms ( PAF) - Last Name A-J
• TSSU Appointments = FASS and Sciences

• Payroll Appointment Forms ( PAF) - Last Name U-Z
• ROE and other requests

• Payroll Appointment Forms (PAF) - last name K - T
• TSSU Appointments – all departments except FASS and Sciences.
• Garnishments

• Payroll Appointment Forms (PAF) - Immigration Compliance 

• Requests for HAP access

• 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), externally funded research contracts⁄agreements, industrial research grants/contracts, other research grants, NIH

• Fund 31: 5X4XXX, 8X4XXX
• 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

CFI funded through other institutions,  externally funded research contracts⁄agreements, industrial research grants/contracts, other research grants

•  
• Fund 31: 5X1XXX-5X3XXX, 8X3XXX
• Fund 35: 364XXX
  
• Fund 36: 364XXX

Externally restricted non-research contributions

• Fund 25: 1XXXXX

NSERC research non-collaborative programs

• Fund 31: 611XXX, 613XXX, 617XXX, 618XXX
  

NSERC collaborative grants and all CIHR grants

• Fund 31: 612XX, 614XXX - 616XXX, 619XXX, 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

Externally funded research contracts⁄agreements, industrial research grants/contracts, other research grants

Fund 31: 5X9XXX,  779XXX, 865021, 865023, 8X9XXX

• Fund 23, 61 and 62

• Fund 13 and 21

• 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:

• University Priority Fund
• Tuition revenue projections & analysis
• GUR revenue

For inquiries related to:

• Budget Consultation Schedule
• GUR 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
•  Project savings process

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