IS&T Finance Support Team

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

• 100K/Consultant/New FTE Form
• Selection of Source Form (MS Word)
• Selection of Source EXAMPLE
• Statement of Work (Consultants ONLY)

Request for Payment

• Online Request for Payment
• Request for Payment (MS Excel)

IS&T Policies (effective April 1, 2010)

• Computer Purchases
• Expense Reimbursement
• Food and Beverage
• Mobile Devices/Plans
• Travel

Additional Required forms for hiring
Independent Contractor(See Below)

• Resume
• Independent Contractor Form
• Independent Contractor Instructions

HR/Payroll Resources

• ePaystubs
• SAPweb Self Service

IS&T Cost Object and GL Lists

• IS&T GIB & Project Accounts
• Commonly Used Cost Accounts (General Ledger Accounts)

Request for Proposal

• Sample RFP (Request for Proposal)

Travel Voucher & Advance Forms

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

Daptiv Resources

• Daptiv Request - New User Form
• Daptiv User Manual

Prior to all Business Case submissions (internal projects
and external submission to sponsors) an Software
Development 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 Project Cost Template
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: IS&T 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 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

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

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.

Associate Director Area

Financial Business Consultant

Financial Assistant

Administrative Systems

Amber Fearon
[afearon@mit.edu

mailto:user@example.com]

Corinne Hamilton
[cbutler@mit.edu

mailto:user@example.com]

Education Systems

Amber Fearon
[afearon@mit.edu

mailto:user@example.com]

Corinne Hamilton
[cbutler@mit.edu

mailto:user@example.com]

Data Management

Anne Denna,
[abdenna@mit.edu

mailto:user@example.com]

Quentin Alexander,
[qla@mit.edu

mailto:user@example.com]

Customer Support

Anne Denna,
[abdenna@mit.edu

mailto:user@example.com]

Quentin Alexander,
[qla@mit.edu

mailto:user@example.com]

Systems Engineering

Rosalind James,
[rijames@mit.edu

mailto:user@example.com]

Andrea Sullivan,
[aquinn@mit.edu

mailto:user@example.com]

Operations & Infrastructure

Mark Jones,
[mmjones@mit.edu

mailto:user@example.com]

Eileen Kenney,
[eileenk@mit.edu

mailto:user@example.com]

Telephone and Network Service Center

Mark Jones,
[mmjones@mit.edu

mailto:user@example.com]

Sean Nicholson,
[s_nichol@mit.edu

mailto:user@example.com]

Administration

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

Paul Dawson,
[ptdawson@mit.edu

mailto:user@example.com]