Important Links & Forms for Researchers

• Security Access Card Request Forms

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

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

  • For access to the animal facility (DCM)

• Travel and Reimbursable Expense Guidelines

• ERDD On-Line Link

• Expense Claim Form 

• Per Diem Claim Form (doc)

• For purchases under $10K it is strongly recommended that purchasers use uSOURCE or their BMO MasterCards, however, purchase orders may also be used. Written quotes are not required for purchases under $10K.

• Purchases in the range of $10,000-49,999 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 $50,000K-99,999 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: All sole source purchases require significant justification and a Procurement Policy Exemptions Justification (PPEJ) formmust 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 (doc)

• Delegation of Signing Authority Form

• PCard Change RequestForm

• PCard New Card Request Form

• Purchase Requisition Form (doc)

• Travel Authorization Form (pdf)

• The Art of Grantsmanship (pdf)

• Good Grantsmanship: The Key to Success (pdf)

• Faculty of Medicine's Grant Editing Service

• Grant Editing Service (pdf)

• Absence Reporting Form (on-line form, appointed staff only)
• Employment Policies 
• Casual Staffing Request Form (on-line form)
• Casual Monthly Timesheet
• Contact Information Update Form (on-line form)
• Graduate Appointment (for new cross-appointees)
• Sexual Harassment Policy (doc)
• Summer Research Assistant Guidelines (doc)
• Summer Student Hiring Request Form (on-line form)

• Authorization to Cancel - Salary
• Authorization to Pay - Honorarium
• Authorization to Pay - Salary
• Bank Authorization Form (for direct deposit) 
• Casual Monthly Timesheet
• Small Trader's Certificate (pdf)
• Work Study Timesheet Summer 2023

• Fax Cover Sheet (doc)

• Letterhead Template (doc)

• Volunteer Guidelines (doc)

• Volunteer Offer Letter (updated April 2022)