Financial Management System Configuration

Office of the Comptroller General Financial Management Sector Financial System Authority


As the Assistant Comptroller General of the Government of Canada (GC), I am pleased to present this report on the Common Financial Management System Configuration (FM-SC) for the GC which reflects our mandate to provide continued leadership and commitment to improving the overall quality of Financial Management Systems (FMS) in the GC Footnote 1.

Departmental financial and materiel management systems (DFMS) process over two hundred billion dollarsFootnote 2 in transactions annually in support of GC programs and services. Changing technology and constantly evolving systems have caused the stewardship function of the DFMS to become increasingly complex. Establishing a government-wide financial system configuration provides an effective tool and common understanding of DFMS functionality and capabilities.

The GC approved the Policy on the Stewardship of Financial Management Systems on , which establishes clear deputy head accountability for the effective stewardship of their FMS. In accordance with this policy, deputy heads provide leadership and strategic direction for the departmental FMS. Deputy heads prudently invest in FMS to meet both operational requirements and government-wide strategic directions for these systems and allocate appropriate resources, supported by their Chief Financial Officers (CFO) to ensure a timely implementation of standardized configurations. The Office of the Comptroller General (OCG) monitors alignment to this policy through the Management Accountability Framework (MAF) and through annual FMS cluster group plan assessments.

The FM-SC Initiative will identify a set of common DFMS configuration requirements that support GC financial management business requirements, within the context of the current financial management legislative and policy framework. This report addresses all departments and agencies as defined in section 2 of the Financial Administration Act (FAA).

By establishing common system requirements, standardization reduces the duplication of effort in each department and provides the means for agile government-wide response to change. As government-wide standardization is increased, efficiency, effectiveness and interoperability are improved. The FM-SC is a vital management tool for standardizing financial systems.

I would like to thank the CFO community and the FMS cluster and central agency representatives who contributed to the development of this report.

Bill Matthews
Assistant Comptroller General
Financial Management Sector
Office of the Comptroller General

Douglas M. Lloyd
Director General
Financial System Authority, Financial Management Sector
Office of the Comptroller General


This document has been prepared by the Financial System Authority (FSA) of the Financial Management Sector (FMS), Office of the Comptroller General (OCG) of the Treasury Board Secretariat (TBS), on behalf of the Government of Canada (GC).


The sincerely thanks the following departments and agencies for their contributions to the development of this document:

  • Agriculture and Agri-Food Canada
  • Canada Border Services Agency
  • Canada Revenue Agency
  • Canadian International Development Agency
  • Citizenship and Immigration Canada
  • Communications Security Establishment
  • Correctional Services Canada
  • Council of System Cluster Groups - FMS Cluster Groups
  • Department of Canadian Heritage
  • Industry Canada
  • Military Police Complaints Commission
  • Office of the Superintendent of Financial Institutions
  • Public Safety Canada
  • Public Service Commission
  • Public Works and Government Services Canada
  • Receiver General
  • Royal Canadian Mounted Police
  • Security Intelligence Review Committee
  • Statistics Canada
  • Treasury Board Secretariat

Document Change History

Date Author Change Reference
K. Hammoud Adjustments to name, clarification of scope
K. Hammoud, L. Larocque Confirmation of scope, drivers, ordering of sections
K. Hammoud, R. McBride Component clarifications, refining sections
Edits as a result of CSCG FM-SC workshop . Presentation of FM-SC initiative and draft component descriptions
D. Lloyd Edits for clarity
K. Hammoud, R. McBride Updates to policy mapping and creation of crosswalk between FSA initiatives
B. Matthews Edits for scope clarity
DCFO Secretarial request for review and comments
Edits as a result of IFMS and CDFS comments. Refer to disposition log for details
Edits as a result of DCFO Consultation Secretarial request for review and comments.  Refer to disposition log for details
Edits as a result of CFO consultation Secretarial request for review and comments.  Refer to disposition log for details
FMS-FSA Review and comment
R. McBride Final review and formatting – Final version ready for translation – version 1.2
R. McBride Final version posted on website

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