My Recently Visited Services
Requests for Finance to review the proposal RFP, provide guidance on applicable budget restrictions and requirements such as funder formats or GSA rates, and/or update existing proposal budget due to a budget revision.
Request to update the manager or center for one of your direct reports.
Budget-related questions and/or requests for contract amendments or modifications.
Creating a direct deposit allows you to deposit any part or all your pay pertaining to your hours worked directly into one or more bank accounts.
Support for Inside WestEd, including the online applications found under All My Active Items.
Request assistance to complete forms to set up WestEd as a new vendor to receive payments from existing contracts. Forms include: WestEd W-9, set up Automated Clearing House (ACH) or Electronic Funds Transfer (EFT), complete New Vendor Set Up Forms, and supplier portals for WestEd. For proposal/RFP stage forms, please reach out to ID.
Requests and questions related to Center and Agency Financial reports such as the Monthly Forecast report, New Contract Value report, and Monthly Center Financial report.
Assistance with Credit Card Payments. Please visit (link to ISWE article) for the the form to authorize credit card transactions for WestEd invoices and more information about credit card transactions.
Please note, the funder will need to pay a 3% processing fee for all Credit Card payments
Request from Contracts for Finance to confirm the project type once a contract has been processed and confirm the incorporated budget in the contract aligns with the approved proposal budget.
Request from ID for a Finance representative during a Compliance Review.