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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

Travel Booking & Expense Reporting System

MIT Procurement Card

Daptiv Resources

IS&T Financial Software Development Project Process

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

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

Ongoing Project Forecasting                                             

Prior to all Business Case submission to Head the VP 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 Director Area Senior Financial Analyst

. 
   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
   Template can be provided by your Team Lead or your 
   FBC.
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)
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 Support2. Once the IS&T Project Cost Template is submitted
    all assumptions will be reviewed and approved by the
    area FBC.

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

N/A

Enabling Services

Mark Jones
 mmjones@mit Amber Fearon
afearon@mit.edu Corinne Hamilton


cbutler@mitSean Nicholson
 s_nichol@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

Rebecca Maitland
 maitland@mit.edu

Planning & Administration Systems Engineering

Rosalind James
 rijames@mit.edu

Andrea Sullivan
aquinn@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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