Financial Contact List - All Units

Transactional Items
Research
Donations
Disclosures and Statistics
Internal Audit & Risk Management
Finance Partner Network
Financial Bulletins

 

TRANSACTIONAL ITEMS

 

 

WHAT DO I NEED HELP WITH? WHAT TOPIC DO I HAVE QUESTIONS ABOUT?

WHO SHOULD I CONTACT?

ADDITIONAL INFORMATION

Accounts receivable inquiries (external customers only):

  • Customer account setup
  • Customer billing

fsar@ualberta.ca

Forms Cabinet

Guide to Financial Management

Petty cash requests

Requests for deposit books and receipt books

Inquiries in relation to cash deposits

Visit the Staff Service Centre

Forms Cabinet

Guide to Financial Management

Electronic fund transfers (external customers only)

Inquiries in relation to Moneris terminals

General banking inquiries

fsbanking@ualberta.ca

Forms Cabinet

Guide to Financial Management

Revenue inquiries

  • Internal sales
  • External sales
  • Cost Recoveries
  • GST

Contact your Finance Partner

Forms Cabinet

Guide to Financial Management

Shipping, receiving, mail, courier

Moving (office, equipment) and storage

Equipment - asset tags, property identity labels, disposal/transfer/sale of equipment

Customs (Importing and Exporting)

Distribution Services (Supply Management Services)

dispatcher@ualberta.ca

780.492.4122

Supply Management Services

Forms Cabinet

Mailing Address:

University of Alberta

Materials Management Building

116 Street & 85 Avenue

Edmonton, Alberta T6G 2R3

Purchasing

Contracts with suppliers (individuals and businesses)

Payment of supplier invoices and other non-payroll payments (Accounts Payable)

GST, HST, VAT on payments

Travel - booking travel, travel expenses, travel advances

GST, HST & VAT on travel

Customs (importing and exporting)

Supply Management Services

procure@ualberta.ca

(780) 492-4668

Supply Management Services

Forms Cabinet

Mailing Address:

University of Alberta

Materials Management Building

116 Street & 85 Avenue

Edmonton, Alberta T6G 2R3

SupplyNet

Questions in relation to SupplyNet and related processes
Supply Management Services

SupplyNet@sms.ualberta.ca
Supply Management Services

sms.ualberta.ca/SupplyNet

uPlan System

  • Security access
  • Training
  • General inquiries

uPlan@ualberta.ca

Resource Planning

 

Inquires on institutional budgets and planning

rp@ualberta.ca

Resource Planning

 

Payroll Inquiries (includes all non-budget salary items)

Visit the Staff Service Centre

Pay and tax information

Posted transaction inquires

  • Identifying journal mask for follow-up e.g. BKS - Bookstore

For a list of contact names and emails by journal mask run PS Query - AAA_JL_MASK

Guide to Financial Management

PS Help

  • nVision report will not run
  • cannot process interface journal
  • electronic workflow approvals

ist@ualberta.ca

Information Services & Technology

 

PeopleSoft Access

  • Financials
  • HCM
  • Campus Solutions

Grants 3.0 Access

aissecurityforms@ais.ualberta.ca

 

IST Enterprise Application Access

 

PeopleSoft Training Resources

Information Services and Technology

2-10 General Services Building

Walk Ins: 8:30 - 4:30 Mon-Fri

Live Chat & Phones: 7:30 - 7:30 Mon-Fri

Phone: (780) 492-9400

Fax: (780) 492-1729

Email: ist@ualberta.ca

IST PeopleSoft Training

 

 

RESEARCH

WHAT DO I NEED HELP WITH? WHAT TOPIC DO I HAVE QUESTIONS ABOUT?

WHO SHOULD I CONTACT?

ADDITIONAL INFORMATION

Questions regarding:

  • Indirect costs of research
  • Research project closure
  • Sponsor invoicing
  • Research project financial statements
  • Financial information on the Researcher Home Page
  • Over expended research projects
  • Administrative end date extensions

Research Facilitators are your first point of contact for all your research administration needs.

Please refer to the following link to identify the Research Facilitator assigned to your faculty or unit.

RSO - Research Facilitators

Phone: (780) 492-5787

Research Services Office

RSO Forms Cabinet

Mailing Address:

Research Services Office
1-560 Enterprise Square   
10230 Jasper Avenue
Edmonton, AB
T5J 4P6

Questions regarding:

  • Clinical Trial Application (CTA) Administration
  • Clinicaltrials.gov Management
  • PI-Initiated trial auditing and monitoring
  • NIH Conflict of Interest Management

To forward concerns regarding clinical research conduct at the University of Alberta

Quality Management in Clinical Research

Scott Jamieson

780.695.5525

scott.jamieson@ualberta.ca

Quality Management in Clinical Research

Mailing Address:

400 College Plaza

8215-112 Street

Edmonton, AB T6G 2C8

 

DONATIONS

WHAT DO I NEED HELP WITH? WHAT TOPIC DO I HAVE QUESTIONS ABOUT?

WHO SHOULD I CONTACT?

ADDITIONAL INFORMATION

Donation Agreements

  • Agreement review, processing and approval
  • Setting up student awards, chairs, professorship
  • Determination of sponsorship versus gifts
  • Determination of gifts versus grants
  • Endowment setup process
  • Questions concerning comments in the Suspense Report
  • Countability of different contribution types
  • Questions on all donation acceptance policies, procedures and forms
  • Naming
  • Assessment fees
  • Matching gift set up and general queries
  • Security / stock donation queries
  • Pre-event approvals
  • In-kind donations / fair market value appraisal

Office of the Recording Secretary (Agreements)

RecSec@ualberta.ca

 

Office of Advancement

Mailing Address:

3rd Floor Enterprise Square

3-001, 10230 Jasper Ave NW

Edmonton, AB T5J 4P6

 

Donation processing

  • Charitable Tax Receipts
  • Recording of donations / accounts in Advance (including request for change)
  • Speed and allocation code questions/requests
  • Audits
  • Reconciliation
  • Transferring funds to/from Suspense Account
  • Soft credit and coding
  • Pledge Reminders
  • Follow up questions on assessment fees
  • Deposits, Credit Card payments, receipting of Electronic Fund Transfers
  • Matching gifts deposits

Office of the Recording Secretary (Donation Services)

RecSec@ualberta.ca

Office of Advancement

Mailing Address:

3rd Floor Enterprise Square

3-001, 10230 Jasper Ave NW

Edmonton, AB T5J 4P6

 

 

DISCLOSURES AND STATISTICS

WHAT DO I NEED HELP WITH?WHAT TOPIC DO I HAVE QUESTIONS ABOUT?

WHO SHOULD I CONTACT?

ADDITIONAL INFORMATION

To report worrisome behaviors of those at risk of harm to self or others.

Helping Individuals at Risk

Kris Fowler

780.492.4372

kris.fowler@ualberta.ca

Helping Individuals at Risk

To obtain data about the university (i.e. student and staff counts)

Access to Acorn and Tableau training opportunities

Access to institutional survey results (i.e. NSSE, Graduate Outcomes Survey)

Strategic Analysis and Data Warehousing

stramail@ualberta.ca

780.492.7478

Reporting and Statistical Documents

Mailing Address:

Strategic Analysis and Data Warehousing

300 Campus Tower

8625 - 112 Street,

Edmonton, Alberta, Canada T6G 1K8

 

INTERNAL AUDIT & RISK MANAGEMENT

WHAT DO I NEED HELP WITH?WHAT TOPIC DO I HAVE QUESTIONS ABOUT?

WHO SHOULD I CONTACT?

ADDITIONAL INFORMATION

Questions regarding:

  • Ongoing internal and external audits;
  • Disclosure of issues pertaining to fraud or irregularity;
  • The audit process and how it works;

Internal Audit and Risk Management (IARM)

Allen Amyotte, Executive Director and University Auditor

https://www.ualberta.ca/university-services-finance/portfolio/internal-audit-risk-management/contact.html

 

FINANCE PARTNER NETWORK

The Finance Partner Network actively engages with colleagues in Shared Services and the Finance Centres of Expertise to provide financial advice, guidance, and solutions to the U of A's academic and administrative leaders.

Director of Finance Partnerships: Chad Schulz

COLLEGE OF HEALTH SCIENCES
  • College Senior Finance Partner: Sara Horseman
Faculty of Kinesiology, Sport, and Recreation (KSR)
  • Senior Finance Partner: Sara Horseman
  • Finance Partner:
    • Ruma Daulay
Faculty of Medicine and Dentistry (FoMD)
  • Senior Finance Partner: Wendy Nickolson
  • Finance Partners
    • Maarij Ali
    • Jennifer Bernard
    • Claudia Bosch
    • Margo Desmarais
    • Wendy Nickolson
    • Dusty Pederson
    • Peggy Scade
    • Andrea Smart
    • Elaine Thorne
Faculty of Nursing
  • Senior Finance Partner: Sara Horseman
  • Finance Partner
    • Talha Zafar
Faculty of Pharmacy and Pharmaceutical Sciences
  • Senior Finance Partner: Sara Horseman
  • Finance Partner
    • Talha Zafar
School of Public Health
  • Senior Finance Partner: Sara Horseman
  • Finance Partner
    • Dennis Huang
Faculty of Rehabilitation Medicine
  • Senior Finance Partner: Sara Horseman
  • Finance Partner
    • Dennis Huang

 

COLLEGE OF NATURAL AND APPLIED SCIENCES
  • College Senior Finance Partner: Christine Lee
Faculty of Agricultural, Life, and Environmental Sciences (ALES)
  • Senior Finance Partner: Christine Lee
  • Finance Partners:
    • Melanie Corrigan
    • Sherry (Xurong) Gu
Faculty of Engineering
  • Senior Finance Partner: Christine Lee
  • Finance Partners:
    • Claire Deng
    • Harjup Dhillon
    • Yuliia Malanych
Faculty of Science
  • Senior Finance Partner: Christine Lee
  • Finance Partners:
    • Jamie Ellick
    • Lisa Krenzanowski
    • Marvin Kwan
    • Stella Okyere
    • Miranda Ziccarelli

 

COLLEGE OF SOCIAL SCIENCES AND HUMANITIES
  • College Senior Finance Partner: Tony Kurian
Alberta School of Business
  • Senior Finance Partner: Len Wong
  • Finance Partner:
    • Jolene Martin
Faculty of Arts
  • Senior Finance Partner: Tony Kurian
  • Finance Partners:
    • Patrick McConnell
    • Joanne Ng
    • Michele Wilanowski
Faculty of Education
  • Senior Finance Partner: Len Wong
  • Finance Partner:
    • Vivien Liew
Faculty of Law
  • Senior Finance Partner: Tony Kurian
  • Finance Partner:
    • Caitlin Beauchamp

 

COMMUNITY FACULTIES
Augustana Campus
  • Senior Finance Partner: Tony Kurian
  • Finance Partner:
    • Lynda Matear
Campus Saint-Jean (CSJ)
  • Senior Finance Partner: Len Wong
  • Finance Partner:
    • Caitlin Beauchamp
Faculty of Native Studies
  • Senior Finance Partner: Len Wong

 

ADMINISTRATIVE PORTFOLIOS
President and Vice-Chancellor
  • Senior Finance Partner: Sara Horseman
VP Academic and Provost
  • Senior Finance Partner: Leah Logan
  • Finance Partners:
    • Jonathan Fung
    • Alfred Liu
    • Kevin Phillips
    • Heather Spratt
    • Ying Zheng
VP External Relations
  • Senior Finance Partner: Sara Horseman
VP Facilities and Operations
  • Senior Finance Partner: Sylvia Fong-Wong
  • Finance Partners:
    • Monica Ding
    • Amy Hansen (away on leave until Fall 2022)
    • Charity Hellquist
    • Alvin Kuzyk
VP University Services and Finance (USF)
  • Senior Finance Partner: Leah Logan
  • Finance Partners:
    • Kwang Gee
    • Simone Nyantakyi
VP Research and Innovation
  • Senior Finance Partner: Sylvia Fong-Wong
  • Finance Partner:
    • Monica Ding

 

FINANCE BULLETINS

The following email bulletins provide updates related to financial processes, systems and training resources.

BULLETIN NAME

TOPICS

FREQUENCY

SUBSCRIBE/UNSUBSCRIBE

FS-bulletin

(Financial Services)

  • Month and year-end schedules
  • Updates to Guide, UAPPOL, Forms Cabinet
  • Other financial notifications from all Vice-President (Finance and Administration) units

Monthly and as required

FS-bulletin

(includes access to archives)

SMS-bulletin

(Supply Management Services)

  • Updates to UAPPOL, Forms Cabinet
  • Other SMS notifications

As required

SMS-bulletin

(includes access to archives)

Hiring and Managing Newsletter

(Human Resource Services)

  • Updates to pay, recruitment and hiring processes, staff agreements
  • Upcoming dates and deadlines
  • Immigration news
  • Workplace health topics

Monthly, quarterly and as required

HR Contacts

(past newsletters available from HR Contacts Archives)

Production Mailing List

(Information Services & Technology)

  • System availability
  • New features/updates
  • Reminders of key business periods

As required

Production Mailing List