Forms

Expense Reimbursement:

Travel and Reimbursable Expense Guidelines

ERDD On-Line Link

ERDD On-Line - Instructions

ERDD On-Line - Instructions.pdf (421.53 KB)

Expense Claim Form

Expense Claim Form.xlsx (35.82 KB)

Expense Claim Instructions

Expense Claim Instructions.pdf (640.16 KB)

Per Diem Claim Form

Per Diem Claim Form.doc (24.5 KB)

Facilities, Health &Safety, Security:

Accident Reporting Forms

Key Request Form

Key Request Form.doc (26 KB)

Security Access Card Request Forms:

For access to the MSB perimeter, PC lab, EM suite, NMR and Discovery Commons:

Security Access Request_PSL_MSB_2016.xlsx (15.67 KB)

For access to the CFI 3D Imaging Lab (7268, 7363, 7365):

Security access request_PSL_CFI_Oct_2016.xlsx (15.66 KB)

For access to the animal facility (DCM):

DCM Facility Access Request Form.pdf (671.14 KB)

Finance & Purchasing:

For purchases under $5K it is strongly recommended that purchasers use uSOURCE or their BMO MasterCards.

Purchases in the range of $5K-24,999K may be made via uSOURCE (preferred) or purchase order. If a purchaser is not using uSOURCE, a minimum of two written quotes is required.

Purchases in the range of $25K-100K may be made using uSOURCE or purchase order. If a purchaser is not using uSOURCE, a minimum of three written quotes is required.

Please use the Invitation to Quote forms below for requesting quotes for goods or services.

Invitation to Quote - Goods

Invitation to Quote - Services

It is highly recommended that purchasers use uSOURCE whenever possible. No quotes are required, shipping is free, and all steps in the purchasing process can be tracked with ease.

All radioactive isotope purchases MUST be submitted to the Financial Administration office for processing. The acquisition of radioactive isotopes needs to be accounted for by Environmental Health and Safety (EHS) Radiation Protective Services.

Important Note on Sole Source (Non-Competetive) Procurement: As of November 2017, Sole Source Procurement was replaced by Limited Tendering. Information on this new process may be found at http://www.procurement.utoronto.ca/programs-and-services/limited-tendering-non-application. All sole source purchases require significant justification and a Limited Tendering and Non-Application Justification Form must be completed. Before initiating Limited Tendering for sole/single source purchases, purchasers should contact Procurement Services at purchasing.help@utoronto.ca to request referral to a procurement specialist. The specialist can advise whether it is appropriate to proceed with sole/single source purchasing and can review requirements, such as supporting documentation, prior to submission to the Finance Administration office.

Auth Pay - Non-Salary.docx (41.66 KB)

Delegation of Signing Authority Form.doc (50.5 KB)

PCard Change Request Form

PCard New Card Request Form

Purchase Requisition Form.doc (46.5 KB)

Travel Authorization Form.pdf (114.07 KB)