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Finance Resources

         Consultants/ New FTE Requests            

Travel Voucher Form

  • Travel Voucher Form - Mac
    • Travel Voucher Form - Windows

    Purchase/

                Travel Reimbursement Resources             

                               Daptiv Resources &
                                Additional Information                        

    Consultant Hires

    Employee Resources

    IS&T Policies                                  

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

    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

    Request for Payment

    Daptiv Resources

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

    Travel Advance Form

    		 IS&T Policies (effective April 1, 2010)


    ...

    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 SAIS 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 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.
    Link: SAIS Project Cost Template 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 (sais-finance@mit.edu):
    • 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 SAIS Finance, all further forecasting
    and planning is to be done in the SAIS Resource Model.
    All Project Financials are required to come from
    SAIS Finance (including both Actuals and Forecasts).
    Due Dates for Updates, Quarterly Forecasting and
    Completed Time sheet can be found on the
    SAIS Planning Calendar (TBD).

    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

    Guidance on filling out the SAIS Project Cost Template can
    be provided by your Team Lead or SAIS Finance.

    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.

    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

    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:

    Director Area

    Senior Financial Analyst

    Financial Assistant

    Emerging Solutions

    Paul Dawson
     ptdawson@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

    Telephone and Network Service Center

    Mark Jones
     mmjones@mit.edu

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

     

     

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