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Finance Resources

Purchase/ Consultants/
New FTE Requests  Consultant Hires

Employee Resources

Other Resources                                             

IS&T Policies                                  

Requests must be sent to the Finance Team
via email and need to include the following
information:

  • Vendor
  • Purchase Order Amount
  • Business Justification

$100K+ Purchases/ New Consultant / New
FTE Required Documents

If this is a Consulting request the following
information is also required:

  • Consultant Name
  • Hourly Rate
  • Engagement Period
  • Onsite or Offsite
  • Statement of Work (Consultants ONLY)
  • If this is a new NEW VENDOR then a W9 form is
    required as well as the following form, which
    should be completed by the vendor:
    MIT Vendor Registration Form

Request for Payment

IS&T Policies (effective April 1, 2010)

Additional Required forms for hiring
Independent Contractor(See Below)

HR/Payroll Resources

IS&T Cost Object and GL Lists

Request for Proposal

Travel Voucher & Advance Forms

Daptiv Resources

Travel Booking & Expense Reporting System

MIT Procurement Card

IS&T Financial Software Development Project Process

Next Due Date for:
Daptiv Actuals Update in Resource Model: 3/30/2010
Timesheets: 4/2/2010 (Final Q3 Update)
Q3 Updated Forecasts: 4/12/2010
Link to IS&T Resource Models:SAIS Resource Models

Project Request (Pre-Business Case Submission)
Project Start-up

Ongoing Project Forecasting                                             

Prior to all Business Case submissions (internal projects
and external submission to sponsors) an Software
Development submission to the VP of IS&T and
External Sponsorship Committees (ASPCC, SSSC, ITGC, Etc.):


IS&T Project Cost Template must be completed
and submitted to your:
Associate Directorate Financial Business Consultant. 
All submitted Business Cases must
use the submitted IS&T Project Cost Template. 
Once completed send IS&T Director Area Senior Financial Analyst

to your IS&T Finance contact. It is recommended that
all Project Managers set up an in-person meeting with
you IS&T Finance contact to discuss assumptions and issues.
Link Once the Project Request has been approved by an
External Sponsorship group or IS&T Management
(only for non-sponsored IS&T projects) Project
Manager must :
1. Send email to your IS&T Finance contact
with the following information:
  • Project Name (must match Daptiv Name)
  • Brief Description of Project (2-3 sentences)
  • Project Time Frame
  • Approved Budget
  • Software Development or GIB funding
Once a project is approved and required information has
been submitted to IS&T Finance, all further forecasting
and planning is to be done in the IS&T Resource Model.
All Project Financials are required to come from
IS&T Finance (including both Actuals and Forecasts).
Due Dates for Updates, Quarterly Forecasting and
Completed Time sheet can be found on the
IS&T Planning Calendar (TBD).

IS&T Project Cost Template must include:

  • List of Resources (Internal & External)
  • Estimated Hours on Project for each Resource
  • Estimated Other Costs (Hardware, Software,Etc.)
  • Estimated Ongoing Support

2. Set up project in Daptiv using IS&T approved
Projects Tasks ONLY:

  • Plan
  • Design
  • Development
  • Test
  • Implementation
  • User Testing

Guidance on filling out the IS&T Project Cost Template can
be provided by your Team Lead or your Financial Business Consultnat.

Instructions on setting up projects in Daptiv can
be found in the Daptiv User Manual . If a new user
needs to be set up in Daptiv use the New User Form .

Instructions on how to input your forecast into the
Resource Model are available on the Instructions tab
of the model.

Software Development and Time Allocation Processes:

IS&T Monthly and Quarterly Time Allocation Process

Link to:  IS&T SW Dev Time Allocation Reports




 

IS&T Finance Contacts:

Associate Director Area

Senior Financial Business ConsultantAnalyst

Financial Assistant

Emerging Solutions

Paul Dawson
 ptdawson@mit

Administrative Systems

Amber Fearon afearon@mit.edu

Corinne Hamilton cbutler@mit.edu

Education Systems

Amber Fearon afearon@mit.edu

Corinne Hamilton cbutler@mit.edu

Data Management

Anne Denna,
abdenna@mit.edu

Quentin Alexander,
qla@mit.edu

Customer Support

Anne Denna,
abdenna@mit.edu

Quentin Alexander,
qla@mit.edu

Systems Engineering

Rosalind James,
rijames@mit.edu

Andrea Sullivan,
aquinn@mit.edu

N/A

Enabling Services

Mark Jones
 mmjones@mit.edu

Sean Nicholson
 s_nichol@mit.edu

Rebecca Maitland
 maitland@mit.edu

Planning & Administration

Rosalind James
 rijames@mit.edu

N/A

VP of IS&T

Paul Dawson
 ptdawson@mit.edu

N/A

Operations & Infrastructure

Mark Jones,
mmjones@mit.edu

Eileen Kenney,
eileenk@mit.edu

Telephone and Network Service Center

Mark Jones ,
 mmjones@mit.edu

Sean Nicholson ,
 s_nichol@mit.edu

Administration

----------------

Paul Dawson,
ptdawson@mit.edu

Manager of FinanceAllen Wallace
 allwall@mit.edu		N/A

 

 

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