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Finance Resources
Purchase/ Consultants/
New FTE Requests |
Employee Resources |
Other Resources
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$100K+ Purchases/ New Consultant / New
FTE Required Documents
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Request for Payment
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IS&T Policies (effective April 1, 2010)
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Additional Required forms for hiring
Independent Contractor(See Below)
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HR/Payroll Resources
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IS&T Cost Object and GL Lists
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Request for Proposal
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Travel Voucher & Advance Forms
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Daptiv Resources
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IS&T Financial Software Development Project Process
Project Request (Pre-Business Case Submission)
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Project Start-up
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Ongoing Project Forecasting
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Prior to all Business Case submission to Head of IS&T and
External Sponsorship Committees (ASPCC, SSSC, ITGC, Etc.):
1. IS&T Project Cost Template must be completed
and submitted to your:
Associate Directorate Financial Business Consultant.
Template: IS&T Project Cost Template.
It is recommended that all Project Managers set up an
in-person meeting with you AD FBC to discuss assumptions
and issues. Guidance on filling out the IS&T Project Cost
Template can be provided by your Team Lead or your
FBC.
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Once the Business Case submission has been approved by an
External Sponsorship Committee (ASPCC, SSSC, ITGC, Etc.)
or IS&T Management (only for non-sponsored IS&T projects)
Project Manager must:
1. Send email to your IS&T FBC
with the following information:
- Project Name (must match Daptiv Name)
- Brief Description of Project (2-3 sentences)
- Project Time Frame
- Sponsor Approved Budget
- Funding Source (Software Development or GIB)
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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).
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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 Support2. Once the IS&T Project Cost Template is submitted
all assumptions will be reviewed and approved by the
area FBC.
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2. Set up project in Daptiv is required for all projects.
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 . |
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 |
3. Once the Project Manager has received FBC's approval,
the Project Manager can submit the template for Associate
Director approval.
4. Once Associate Director approval is recieved, the project and
the costs outlined in the IS&T Project Cost Template can be
submitted to the Head of IS&T for approval and then to
External Sponsorship Committees (ASPCC, SSSC, ITGC, Etc.)
for FINAL APPROVAL. |
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Instructions on how to input your forecast into the
Resource Model are available on the Instructions tab
of the model.
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IS&T Finance Contacts: