Request annual 1099 form for Non-WestEd Staff.

Request a check for vendor if the cost is less than or equal to $5,000. Visit Check Request Procedure for more info.

Travel questions pertaining to Consultants, Participants, or Non-Staff. See Travel for Consultants, Participants or Non-Staff for more info.

Ask about payments to non-employees for participation in workshops, surveys, etc., which do not require the individual’s professional expertise. Payments are usually less than $600. To learn more or how to request a stipend, visit Type of WestEd Employees and Non Employees.

Inquire about submitting an invoice or check payment status of submitted and approved invoices (to be paid by WestEd) and is not shown in Cognos or non-labor report. See Tracking Payment Status for more info. To submit an invoice for payment, see Getting Your Vendor Paid.

Questions on submitting a new Alcohol Approval form or to follow up on an existing request.

Questions on submitting a new Future Travel Log or to follow up on an existing request. Visit Future Travel Log if you wish to complete a new form pertaining to your future travel.

Request for help regarding Concur usage, both travel and non-travel expense, or charges to WestEd-issued credit cards. Visit Concur Expense for more info.

Inquiries about expense report for mileage reimbursement for local travel in your private automobile. Visit Concur Expense – Local Mileage Reimbursement for more info.

Request form for all travel that requires airfare, overnight stay, rental car, and travel bookings.

Submit questions about the status of your home office expense payments. Visit Home Office Expense for more info.

To check on the status of a current submission or to submit a new connectivity request visit Your Annual Compliance Forms and Trainings Dashboard.
Visit Connectivity Reimbursement Procedures and Terms for more info.

Submit question about how to approve or reject your employee’s timesheet.

Submit questions about creating, editing, and correcting a timesheet.

Submit question about how to charge holiday in your timesheet.

Assistance on sending a check to WestEd’s Los Angeles lockbox. For more information on what to do with a WestEd check, please review this Inside WestEd article.

Request assistance with submitting a Credit Card Authorization Form. Please visit this Box file for the the form to authorize credit card transactions for WestEd invoices and more information about credit card transactions visit this Inside WestEd article. Please note, the funder will need to pay a 3% processing fee for all Credit Card payments.

Request a refund for a CloverGo or PayPal transaction. For check refunds, please visit the Inside WestEd article New Check for Vendor (<$3k).

Assistance with how to lookup WestEd invoices by cost code and see their payment statuses. Please visit How to Check WestEd Invoice Status – Cognos for more information about checking for payment received.

Request assistance to complete forms to set up WestEd as a new vendor to receive payments from existing contracts.

Forms include:

• WestEd W-9
• Automated Clearing House (ACH)
• Electronic Funds Transfer (EFT)
• New Vendor Set Up
• Supplier portals for WestEd

For proposal/request for proposal (RFP) stage forms, please reach out to Institutional Development (ID).

Request an invoice from WestEd to Funder.

To close out or if there are inquiries regarding commitments that are shown in Cognos commitment reports, including PO (Purchase Orders), CEF (Consultant Engagement Form), and Subcontracts.

Project Directors requesting someone else to approve on their behalf would need to download, complete, and submit the Delegation of Authority Form.

Submit questions about downloading, completing, and submitting a Non Labor Transfer Form to allocate costs from one cost code or subcode or from one account to another.

Request to set up non-project cost code i.e. division discretionary cost code, equity cost code, etc.

Submit questions about personal deductions.

Submit questions about leave balances reflected on your biweekly statement of accrued leave balances or in Costpoint Timesheets.

Submit questions about the information reflected on your biweekly pay statements.

Submit questions about the biweekly pay period cycle and associated timesheet pay dates.

Request assistance on understanding your federal, state, or local tax withholding.

Submit request pertaining to your W-2 statements.

Submit request on updating your W-4 withholding certificate.

Creating a direct deposit allows you to deposit part or all your pay pertaining to your hours worked directly into one or more bank accounts.

Inquiries about setting up a direct deposit for reimbursement, cell phone, or connectivity payments.

Submission form to collect general information about the request that can’t be located in the service catalog.

Ask any general accounts payable questions. For example: questions about submitting reimbursement, Concur expense report, or submitting invoices for WestEd to pay.

Ask any general billing questions, for example: questions about receiving payments for honorarium, stipends, or meal reimbursements.

Submission form to collect general information about the request that can’t be located in the service catalog.

Request for a no cost extension.

Request to set up non-project cost code i.e. division discretionary cost code, equity cost code, etc.

Request to create a pre-award cost code.

Requests or questions related to the execution and set up of cost codes such as pre-award cost codes, no cost extensions, subcodes, voiding cost code, etc.