Request to add a new Project Labor Category (PLC) to WestEd’s Time and Materials (T&M) Global rate schedule.

Only for Legacy T&M Projects that DO NOT use the new T&M Global rate schedule. Request to update PLC titles and billable rates for new staff on a T&M project.

Request to update a staff’s Project Labor Category (PLC) or add a new PLC title on an existing Time and Materials (T&M) project.

Budget-related questions and/or requests for contract amendments or modifications.

Requests for Finance to review the proposal or request for 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.

Use this form to submit a change request to Agency Finance.
Examples:
PAC: I want to add new fields, adding a new selection to an existing field
Adaptive: Anything outside of changes to reports

Requests to change the content area of an existing project or portfolio of projects.

General request including Technical Difficulties and/or Systems Access or Setup such as Adaptive user access or create a new Adaptive sandbox.

Use this form to request to create a new income account.

Request to update PAC proposal record information including proposal value, proposal start and end dates, budget approval statuses, etc.

Request from ID for a Finance representative during a Compliance Review.

Request from Contracts for Finance to confirm the incorporated budget in the contract amendment aligns with the approved budget.

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.

Requests and questions related to Division and Agency Financial reports such as the Monthly Forecast report, New Contract Value report, and Monthly Division Financial report.

Request for external project financial interim reports or final reports i.e. SF424

Forecasting requests including updating funding amount or contract value, analyzing actuals, and/or updating revenue overrides.

Use this service to request support for Finance-managed internal reporting tools, including Adaptive and Tableau dashboards. This form is for questions or issues about data, report interpretation, and/or business process.

Please Note: If your request is related to Tableau access, licensing, or Tableau Desktop installation, submit a request through the Software Request form. If your request is related to technical issues, system errors, and dashboard/report problems, please use the Business Systems Support service.

Request Finance training for an individual or a team, this includes (but not limited to) systems training, generating reports, processes, refreshers and general Finance related training.