Financial Contact List (All Units) - Financial Bulletins

Transactional Items
Research
Donations
Disclosures and Statistics
Senior Financial Officers
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:

  • 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

fs.cashier@ualberta.ca

Forms Cabinet

Guide to Financial Management

Electronic fund transfers (EFT)

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

revenue.procedure@ualberta.ca

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

customerservice@sms.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)

Human Resource Services (HRS)

2-60 University Terrace

8303 112 Street

Edmonton AB T6G 1K4

Reception: 780-492-4555

Fax: 780-492-3960

Email:

General.Inquiries@ualberta.ca

Human Resource Services

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:

222 Campus Tower

8625-112 Street

Edmonton, Alberta T6G 2E1

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

780.492.6223

scott.jamieson@ualberta.ca

Quality Management in Clinical Research

Mailing Address:

300 Campus Tower

8625-112 Street

Edmonton, AB T6G 1K8

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)

gift.processing@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

Questions regarding:

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

Internal Audit Services

Associate Vice-President (Audit & Analysis) and University Auditor

Deborah Williams

780.492.9063

deborah.williams@ualberta.ca

Executive & Unit Coordinator

Kezia Lawson

780.248.1894

kezia.pendleton@ualberta.ca

Disclosure Services – Internal Audit Services

Mailing Address:

300 Campus Tower

8625-112 Street

Edmonton, AB T6G 1K8

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

Disclosure Services – 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

306 Campus Tower

8625 – 112 Street,

Edmonton, Alberta, Canada T6G 1K8

SENIOR FINANCIAL OFFICERS

FACULTIES (Deptid)

FACULTY SFO

Agricultural, Life and Environmental Sciences (10x)

Arts (15x - 17x)

Augustana (33x)

Business (14x)

Education (18x)

Engineering (20x)

Extension (37x, 38x)

Campus St Jean (35x)

Faculty of Graduate Studies and Research (22x)

Law (24x)

Medicine and Dentistry (25x - 29x)

Nursing (30x)

Public Health (21x)

Physical Education and Recreation (32x)

Pharmacy (31x)

Rehabilitation Medicine (34x)

Native Studies (23x)

Science (36x)

Christine Lee

Rose Yu

James Smith

Trevor Mireau

Yvonne Norton

Luanne Currie

Michael Splinter

Patriciane Nankoua

Sylvia Fong-Wong

Julie McClelland

Vivien Wulff

Susan Lynch

Bob Sadler

Brian Esslinger

Tony Kurian

Deborah Palmer

Reg Cardinal

William Bedard

CENTRAL SERVICES UNITS (CSU) - OPERATIONAL

CSU SFO

President/Governance:

President's Office and University Governance - Senate (41x), President (44x), BOG (42x),Governance (43x)

These offices supported by VP F&A (Giovana Bianchi).

General Counsel (500142)

Records Management Office (500148)

Information & Privacy Office (500149)

These offices supported by VP F&A (Giovana Bianchi).

Provost &VP Academic:

Office of the Provost (500000, 500100 - 500104)

Faculty Relations (500144)

China Institute (500146)

Provost Programs (500150)

Health Sciences Council (500400)

HSC - Health Sciences Education & Research Committee (500414)

HSC - Centre for Health Promo Studies (300900)

Centre for Teaching & Learning (500700 & 500705)

Theresa Curry (operational)

Edith Finczak (institutional)

Information Services & Technology (IST) (730210-260, 730262-499 & 730900-909 )

Vice-Provost Information Technology (500143)

Cheryl Earle

Learning Services

University Archives (500500)

Museums & Collections Services (500550)

Libraries (520001-520065)

University Press (500710)

AVP Learning Support Systems (730100)

Campus Technology Training (730261)

Bookstore (730600)

Kemi Kufuor-Boakye

Office of the Registrar (510xxx)

Anastassia Bennett

Student Services (550xxx)

Vivien Chu

University of Alberta International (UAI) (5003xx)

Amber Holder

VP Research (61x, IDRU's - 39x)

Annette Kujda

VP Facilities & Operations (74x)

Liliana Levesconte

VP Finance & Admin (70x, 71x, 72x)

Giovana Bianchi

VP University Relations ( 62x)

Andrea Smith

VP Advancement (63x)

Vivien Chu

Financial 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