You can now access our intranet using your Pennkey username and password.

On our intranet, you’ll find easy access to many resources, including educational, financial, human resources, reimbursements, staff contacts/responsibilities, and faculty resources. The documents found on the intranet are specifically geared to and intended for use only by DBEI-CCEB faculty, scholars, staff, and students.

For questions and/or updating requests, please contact Lisbeth Dennis (dennisls@pennmedicine.upenn.edu).

Who is it?

DSMB members, consultants and everyone providing, and being paid for, a service more than one time per year.

What is needed for U.S. citizens?

1) W9*
2) Independent service provider questionnaire*
3) Guest Travel Reimbursement form*+
4) Original receipts for travel expenses**+
5) Invoice or invitation explaining any fees or payments for service to be paid**/***
6) PDA-NA*** (not needed when PO is created prior to service)
7) Service provider evaluation worksheet****
8) Expenditure justification when charging a sponsored project***
9) Expense approval form when not charging a grant***
 

What is needed for non-resident aliens?

1) W8BEN*
2) Guest Travel Reimbursement form*+
3) Independent service provider questionnaire*
4) Foreign National Information form*
5) Copy of passport page containing photo, document number, effective dates**
6) Copy of I-94 Card, Visa, I-20/DS2019 or I797**
7) Original receipts for travel expenses**+
8) Invoice or invitation explaining any fees or payments for service to be paid**/***
9) PDA-F*** (not needed when PO is created prior to service)
10) Service provider evaluation worksheet****
11) Expenditure justification when charging a sponsored project***
12) Expense approval form when not charging a grant***

Division business office or lab initiates a Purchase Order Request form.
 

How does the IC get paid?

1) Using either a CCEB Purchase Order Request form, or a BEN Financials requisition.
2) Generate a PO to the contractor PRIOR TO THE SERVICE; then contractor submits invoice, containing PO number, to Accounts Payable, 440 Franklin Building, 3451 Walnut Street, Philadelphia, PA  19104 after the service.

*The payee completes and signs.

**The payee submits original receipts; photocopy of travel documents.

**/***Either the payee or the Penn host can provide the invoice or the letter of invitation.

***The host's administrative support prepares.

****Merceda or someone in the Business Office should be provided with the Service Provider Evaluation worksheet (or can work with administrative support to get it completed) for submission to HR for their approval BEFORE the initial service is provided.

 + Only needed if travel expenses will be reimbursed.