We have put together a group of documents for the Academic and Administrative Department Financial Co-Ordinators/Managers.
If you have any questions regarding the documents listed below please contact your department’s Financial Officer in the Budget, Planning and Finance Department. We hope you find the information helpful.
Account Reconciliation Tips
Autonomy Funds
Search Cost Recovery
TA Funding/Reconciliation Resources
- TA Rationale Form - Lecture with TUT or PRA
- TA Rationale Form - Lecture Only Course
- TA Rationale Approval & TA Funding Process
- TA Budget Reconciliation Template -- Course Specific TA Funding Methodology
- TA Budget Reconciliation Template -- Course Specific TA Funding Methodology (Sample)
- TA Budget Reconciliation Template -- Original TA Methodology
- TA Budget Reconciliation Template -- Original TA Methodology (Sample)
Arts and Science: Graduate Expansion Funding Distribution Methodology
Summary of Funding Opportunities and Awards
Priorities Fund
- Priorities Funding
- Priorities Fund - Reporting Template (2021-22)
- Priorities Fund - Submission Template (2022-23)
- Priorities Fund - Submission Template Description Section (2022-23)
Budget Management Documents
- Budget Management Document for Chairs/Directors
- Budget Management Document for Department Managers/Business Officers
- Budget Request Process -- OTO & Base
Forecast Materials
- New Forecast Template (updated 2021)
- Forecast Instructions (updated 2017)
- Forecast Template (updated 2017)
Other Templates
- Sessional Lecturer Funding Requests
- Maternity/Parental Leaves
- Phased Retirement
- Sick Leave Benefits Calculation
- Payroll Reconciliation Template
Presentations
- UTM CRC Presentation
- UofT Budget Model for UTM
- UTM Budget Process
- Research Overhead - Contract Research Overhead IOF and RSF
Secondments
- Paying Faculty Secondments
- UTFA Release Funds
- Jackman Humanities Institute Faculty Research Fellowships - Department Funds
Year End 2022-2023
Resource Links
SAP and Excel
- Using Excel with SAP
- SAP Office Integration (activate)
University of Toronto & UTM Official Policies & Procedures
Administrative Accountability
References
AMS Access
Training