Finance Resources
...
Purchase/ | Consultants/ New FTE Requests
Travel Reimbursement Resources
| Daptiv Resources
| Request for Payment - Request for Payment - Mac
- Request for Payment - Windows
| Travel Voucher Form
Travel Voucher Form - MacTravel Voucher Form - Windows
Daptiv Resources - Daptiv Request - New User Form
- Daptiv User Manual
| $100K+ Purchases/ New Consultant / New FTE
Required Documents
- $100K/ New FTE/ New Consultant Form
- Selection of Source Form
- Selection of Source EXAMPLE
- Additional Required forms for hiring
Independent Contractor(See Below) - Resume
- Independent Contractor Form
- Independent Contractor Instructions
| Travel Advance Form | Consultant Hires | Employee 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
- Selection of Source Form (PDF)
- If the purchase is over $10K, at least one
competitive bid is REQUIRED
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 HR/Payroll Resources Travel Booking & Expense Reporting System MIT Procurement Card | |
IS&T Financial Software Development Project Process
Project Request (Pre-Business Case Submission)
Project Start-up | Ongoing Project Forecasting Forecasting |
|---|
Prior to all Business Case submissions (internal projects
and external submission to sponsors) an SAIS Project
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
SAIS Finance. All submitted Business Cases must
use the submitted SAIS your:
Director Area Senior Financial Analyst . Once completed send SAIS
to sais-finance@mit.edu. It is recommended that
all Project Managers set up an in-person meeting with
SAIS Finance to discuss assumptions and issues.
| 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 SAIS Finance 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
| |
SAIS 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 SAIS approved
Projects Tasks ONLY:
- Plan
- Design
- Development
- Test
- Implementation
- User Testing
| |
| Instructions on setting up projects in Daptiv can
be found in the Daptiv User Manual.
| |
SAIS Finance Contacts:
General Requests: sais-finance@mit.edu
Corinne Hamilton
Financial Assistant
Information Services & Technology
Massachusetts Institute of Technology
Room W92-210
77 Massachusetts Ave.
Cambridge, MA 021394307
Voice: 617-253-5198
Fax: 617-253-9661
Email: cbutler@mit.edu
| Amber Fearon
Senior Financial Business Consultant
Information Services & Technology
Massachusetts Institute of Technology
Room W92-210
77 Massachusetts Avenue
Cambridge, MA 02139-4307
Voice: 617-715-5330
Fax: 617-253-9661
Email: afearon@mit.edu |
|---|
IS&T Finance Contacts: