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?

Guest speaker, or guest lecturer, or guest presenter, AND is involved in a one-time or once per year engagement AND will be remunerated for the engagement (more than just travel expense).

What is needed for U.S. citizens?

1) W9*
2) Limited Engagement Agreement for U.S. citizen*
3) Invoice or invitation explaining any fees or payments for service to be paid**/***
4) PDA-NA***
5) Guest Travel Reimbursement form*+
6) Original receipts for travel expenses**+
7) Expenditure justification when charging a sponsored project***
8) Expense approval form when not charging a grant***

What is needed for non-resident aliens?

1) W8BEN*
2) Limited Engagement Agreement for non-resident aliens*
3) Guest Travel Reimbursement form*+
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***
10) Expenditure justification when charging a sponsored project***
11) Expense approval form when not charging a grant***

How does engagee get paid?

1) Limited Engagement Agreement is prepared and submitted to Merceda.
2) PRIOR TO THE ENGAGEMENT in order to obtain HR review and approval.
3) After the engagement, all of the above documentation is submitted to the business office, reviewed, approved and submitted to Accounts Payable.

*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 Limited Engagement Agreement (or can work with administrative support to get it completed) for submission to HR for their approval BEFORE the initial service is provided.