My Recently Visited Services
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.
Submit questions about leave balances reflected on your biweekly statement of accrued leave balances or in Costpoint Timesheets.
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.
Includes technical support for Zoom, including Zoom enabled conference rooms.
Report problems with software and online services, including Box and Smartsheet.
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
Travel questions pertaining to Consultants, Participants, or Non-Staff. See Travel for Consultants, Participants or Non-Staff on Inside WestEd for more info.
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.