Humber Financial Services is pleased to announce an update to Humber College’s Purchasing Policy and Procedures (PP&P).

The update includes the introduction of Social Procurement, clarity around Vendor of Record usage, PCard guidelines, revisions to the Purchasing Thresholds and much more.

Effective immediately, three (3) quotes will be required for goods and non-consultant services greater than $20,000 (previously $5,000) and up to $100,000 (before taxes).

To support the changes, we are releasing two training programs on the Broader Public Sector (BPS) Directive and PP&P.

The BPS Training will give leaders and managers an overview of the legislated set of requirements to ensure that BPS organizations who acquire publicly funded goods and services go through a process that is open, fair and transparent.

The PP&P Training will give departmental managers and requisitioners an overview of the revisions and key points on the new Purchasing Policy and Procedure.

Staff required to complete the training will receive an email invite from GO1 (from Humber College <noreply@mygo1.com>) for each of the two training programs.  The email will contain a quick link to the training program. 

Dear Humber community, 

I am excited to announce that Meaghan Catalano-Perez will be assuming the role of Manager of Work-Integrated Learning within the Faculty of Social & Community Services on January 9, 2023. Meaghan joined Humber in June of 2022 as an Academic Program Manager and worked very closely with Associate Dean, Nora Simpson, on transforming the CPL unit to be responsive to current learners’ needs and proactive in planning future roadmaps. Prior to joining Humber, for more than fourteen years, Meaghan worked in various roles at Springboard Services, as well as at Lakeshore Area Multi-Service Project, supporting community capacity building and employment for at-risk and vulnerable youth and adults. 

I want to extend a sincere thank you to Diana Balingit for her leadership over the past few months as the Interim WIL Manager. Diana was instrumental in ensuring our WIL operations and team were supported and successful during this transition period. As of January 9, Diana will return to her role as Field Placement Coordinator.  

Please join me in congratulating Meaghan and wishing her the best of luck in this role. 

Kind regards, 

June MacDonald-Jenkins (she/her)
Senior Dean Faculty of Social and Community Services
Principal, Lakeshore Campus

This memo outlines important dates for the upcoming year-end (as of March 31, 2023) by which pertinent information needs to be submitted to Finance and/or appropriate action needs to be taken. We need your strict adherence to these dates to complete the financial statements, external audit, and Board and Ministry reporting in the stipulated and tight timeframe.   

DEADLINES ARE TO BE INTERPRETED AS 4:30 P.M. OF THE DATE SPECIFIED

a) Procurement – Friday, January 13, 2023

It is strongly recommended that all Request for Proposal and related purchasing activities be initiated by the above date to ensure adequate time is allotted to complete the procurement cycle by the year-end date. Goods must be received, and/or services must be rendered by March 31 to be recorded against the 2022-23 fiscal year budget. 

b) Revenue Deferral – Friday, February 24, 2023

Requests for unearned revenue deferrals should be based on the anticipated year-end balance and must be made by submitting a Revenue Deferral Request Form to evan.chin@humber.ca by the above date. Requests will be approved in accordance with accounting principles. The form identifies eligibility criteria.

c) New Fund, Org or Reporting Hierarchy Changes for the new fiscal year – Wednesday, March 22, 2023

Requests for new fund/org codes or reporting hierarchy change requests should be submitted no later than March 22 to your Finance Liaison in order for new fund/org codes to be ready for the new fiscal year. No new or change requests will be processed in Banner during the period from April 1 to April 30 as Finance completes year-end activities.

d) Accounts Receivable – Friday, March 24, 2023

All requests to invoice (external) customers for current fiscal year activities must be made by submitting a Request to Invoice form to accounts.receivable@humber.ca by the above date. 

e) Interdepartmental Charges – Friday, March 31, 2023

All interdepartmental charges (i.e. capital works, telephone, graphics etc.) or journal entry requests for the current fiscal year must be submitted by the above date. 

f) Purchase Card (MasterCard) Charges – Friday, March 31, 2023

All purchase card transactions must be processed and approved in Chrome River by the above date. 

It is important to note that until transactions are APPROVED in Chrome River, they are not transferred to and recorded in Banner. It is imperative that transactions are approved by the deadline to ensure they are recorded in Banner against the Fiscal 2022-23 budget. Any unapproved transactions will be recorded against next year’s budget. Please visit the Finance website Chrome River training documentation for a job aid on How to Approve P-Card Transactions.   

g) Out of Pocket Travel & Expense Claims – Friday, March 31, 2023

Travel and expense claims must be processed and APPROVED in Chrome River by the above date, otherwise they will be processed in the next fiscal year. 

h) Banner Purchase Order Receiving – Friday, March 31, 2023

Banner receiving is an online confirmation that goods ordered or services rendered have been appropriately received and vendor invoice is approved for payment. Banner receiving must be completed for goods or services received by the above date. 

If Banner receiving is not complete by the above deadline, expenses will be recorded against next fiscal year’s budget. 

i) Vendor Invoices – Monday, April 3, 2023

Vendor invoices must be emailed to Accounts Payable by the above date. Please note that Banner receiving must be complete by the date specified above (h); otherwise, the expense will be charged against next fiscal year’s budget.

Note: Purchase orders with remaining balance of $100 (or less) and all Standing orders for the current year will be closed as of March 31, 2023 (i.e. not rolled over into the new fiscal year). 

j) Prepaid Expenses 

As per accounting principles, payments made in the current fiscal year that relate to goods being received or services being rendered beyond March 31, 2023 date will be automatically charged to next fiscal year’s budget. 

k) Payroll Timecards and Vacation Approval (HRMS) – Friday, March 31, 2023

All timecards for work performed in the current fiscal year and vacation plan for up to and including March 31, 2023 must be approved by the above date. Further communication will be provided in March from HR/Payroll.  

2023-24 Fiscal Year Readiness 

Please note that effective March 1, 2023, the fiscal 2023-24 budget will be available in Banner to process procurement related activities. Purchasing will host two refresher sessions on Tuesday, February 7, 2023, 10:30 a.m. to 12:30 p.m. and Thursday, February 9, 2023 10 a.m. to 12 p.m., to review items such as creating standing orders. Please email purchasing@humber.ca to register for one of these two sessions. 

Summary

We appreciate and thank everyone in advance for their cooperation. Please contact anyone on our Finance team if you have any questions on the above, or year-end activities in general.

Quick Reference Table of Year-end Deadlines 

Using your mobile device camera and photo app, faculty can scan QR codes (located on or near the lectern) for a quicker, more efficient AV technical support experience. With a simple scan, faculty can report an issue and a technician is immediately dispatched.

Use your mobile device camera to scan the QR code or visit: humber.ca/avsupport.