Accounts Payable Form (Netsuite)

Accounts Payable Form
What type of expense is this?
Regrant/Subaward Amendment Form

Please complete this form to generate a regrant/subaward amendment and send it to MSC's Grants team for review and execution.
Gift Card Order Form

Please complete the form below to order gift cards.

Gift cards may be used for:
- direct financial assistance as part of programs
- to encourage participation in an event or program
Gift cards should NOT be used for:
- stipends to offset the costs participating in an event or program
- honoraria
- reimbursements for purchases that have already been made
- ongoing expenses
- payments to contractors for their services
Expenses paid for with gift cards cannot be tracked or itemized for detailed financial reporting. Please contact your project advisor with questions about the appropriate use of gift cards.

Please allow three weeks for gift card order processing. Shipment of physical gift cards may require additional time to arrive in the mail and may incur shipping fees.

Note: Gift cards cannot be returned and unspent card balances cannot be refunded.
Per Diem Payment Form

Please complete this form to submit an per diem payment request to your project's Bill inbox for payment.

The GSA has calculated standard per diem rates. Projects may decide to provide a lower per diem rate than the rate set by GSA, but they may not provide a per diem rate that exceeds the rate set by GSA.

Please note that no reimbursements will be issued for meal or incidental expenses on days for which the individual has received a travel per diem.
Reimbursement Request Form

Please complete this form to submit expenses for reimbursement.

All reimbursement requests must be accompanied by a receipt. If you cannot locate the receipt or a receipt was not provided, please complete and attach the Missing Receipt Reimbursement Declaration.

Please note that no reimbursements will be issued for meal or incidental expenses on days for which the individual has received a travel per diem.

Mileage reimbursements:
- The reimbursement rate for mileage is set by the IRS at $0.725 per mile.
- Please enter "Mileage" as the vendor.
- Please attach a screenshot of the route as the receipt.
Regrant/ Subaward Agreement Form

Please complete this form to draft a regrant or subaward agreement.

After you submit this form, a draft of the regrant or subaward agreement will be sent to MSC's Grants team for review. Following review, they will send the agreement for signature.

Once the agreement has been signed, you will receive a copy and a copy will be submitted to MSC's AP Team for payment.
Invoice Submission Form

Please complete this form to submit an invoice or executed contract for payment.
Accounts Payable Request Form

Please complete this form to submit an request for payment.
Stipend Payment

Please complete this form to generate a stipend letter.

Once submitted, your project advisor will be notified and asked to approve the stipend payment. If the stipend is over $1,000, the recipient will automatically be asked to esign a copy of the stipend letter.

Once all signatures and approvals are complete, the stipend payment request will be automatically submitted to MSC's AP Team and processed according to MSC's accounts payable schedule.
Honoraria Payment

Please complete this form to request payment of an honoraria.

Once submitted, your project advisor will be notified and asked to approve the honoraria payment.

Once approved, the payment request will be automatically submitted to MSC's AP Team and processed according to MSC's accounts payable schedule.
Independent Contractor Form

Please complete this form to generate a contract and send it to MSC's Contracts team for review and execution.
Contract Amendment Form

Please complete this form to generate a contract amendment and send it to MSC's Contracts team for review and execution.
Is the scope of work the contractor is performing outside of the usual course of the organization's business?
Is the contractor free to decide when, where and how to do the work?
Will the contractor use their own equipment, facilities and resources to complete the work?
Does this individual have a history of consulting for similar work or do they have their own consulting business/have a business license?
Does this person offer their services to the general public, and have other clients besides MSC?
Based on your answers, this individual may be classified as an employee. Please visit with your Project Advisor or MSC's People & Culture Team to ensure that this individual is properly classified.
Do any of these circumstances apply?
Stipends to employees are paid as supplemental pay. Please complete the supplemental pay form and email it to personnel@movementstrategy.org and CC your project advisor.
Do any of these circumstances apply?
Project Name
Department
Funding Source
Custom Budget
Unsure whether the intended payee should be a contractor or subawardee?

Please use this quiz to determine the correct classification.
Please provide the name of the government entity funding this expense.
Please provide the name & number of the funding opportunity as listed on grants.gov.
Please provide the name of the grant funding this expense.
Start Date for Overall Award Period

MonthDayYear
Start Date
End Date for Overall Award Period

MonthDayYear
End Date
Who at your project or MSC will be responsible for monitoring progress and serving as the main contact for this contractor? (If this contract is between a project director and their project, list Andrea Granda - andrea@movementstrategy.org - here.)

First NameLast Name
Point of Contact Email
example@example.com
MSC prefers that contractor's sign MSC's Independent Contractor Agreement. Has the contractor insisted on using their own agreement?
Fundraising
By law, the California Attorney General oversees the activities of fundraising counsel. A fundraising counsel that operates in California (where MSC is located) and earns $25,000 or more from all California-based clients must register with the the Office of the Attorney General's Registry of Charities and Fundraisers before working with a charity. All professional fundraisers must file Form CT-11CF – Notice of Intent to Provide Services Related to Charitable Solicitation at least 10 business days before starting any service with a charitable organization.

The prospective contractor will receive an email from MSC asking them to confirm whether they fall within the definition of fundraising counsel and if so, to confirm that they are registered and have submitted their notice of intent to provide services.
Legal Name of Contractor
Contractor is an
Contractor = PD?
International Contractor
Contractor Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Contractor Phone
Please enter a valid phone number.Format: (000) 000-0000.
Please upload the unsigned contract

PDF, JPG, JPEG, PNG, or GIF file types may be uploaded here. For any assistance, please contact your project advisor.
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Please provide the name and email address for the person authorized to sign the contract on the contractor's behalf.

The approved contract will be sent to the email address below for execution. Please include contact information for the contractor, not for your project or for MSC.
Name

Contractor Signatory First NameContractor Signatory Last Name
Email
example@example.com
Please provide the name and email address for the point of contact for the contractor for this work.

Please provide contact information for the contractor, not for your project or MSC.
Name

First NameLast Name
Email
example@example.com
Please provide a finance contact for the contractor.
Name

First NameLast Name
Email
example@example.com
Amendment Number
If this is the first time the contract has been amended, enter 1. If this is a subsequent amendment, enter the amendment number.
Original Contract Date

MonthDayYear
Date
End Date of Original Contract or Last Amendment

MonthDayYear
Date
Please describe the changes being made with this amendment.
Ex:
This amendment amends the end date from MM/DD/YYYY to MM/DD/YYYY.

This amendment amends the not-to-exceed contract amount from $XXX to $XXX, at the same hourly rate.

This amendment amends the not-to-exceed contract amount from $XXX to $XXX.

This amendment amends the not-to-exceed contract amount from $XXX to $XXX, reflecting a $XXX increase in the amount the contractor can request for reimbursement.

This amendment adds the following deliverable(s) to the scope of work.
Does this amendment increase the contract maximum?
Please confirm the following:
By law, the California Attorney General oversees the activities of fundraising counsel. A fundraising counsel that operates in California (where MSC is located) and earns $25,000 or more from all California-based clients must register with the the Office of the Attorney General's Registry of Charities and Fundraisers before working with a charity. All professional fundraisers must file Form CT-11CF – Notice of Intent to Provide Services Related to Charitable Solicitation at least 10 business days before starting any service with a charitable organization.

The contractor will receive an email from MSC asking them to confirm whether they fall within the definition of fundraising counsel and if so, to confirm that they are registered and have submitted their notice of intent to provide services.
Scope of Work
Separate SOW
Scope of Work

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Please describe the charitable purpose, campaign or event the contractor will solicit donations for.
Anticipated Start Date

MonthDayYear
Date
Anticipated End Date

MonthDayYear
Date
Rate of Pay
Contract Amount
How many hours is the contractor authorized to work per month?
What is the contractor's hourly rate?
Would you like to allow the contractor to be reimbursed for related expenses or will the project pay for all related expenses directly?
Please provide the maximum amount the contractor can be reimbursed for.
Contract Total
Are any upfront or deposit payments required for the contractor to begin work?
Please note that while a deposit of up to 50% of the contract total may be made in advance, MSC does not allow for the full contract amount to be paid until all work is completed.
Please enter the percentage of the contract amount required for deposit.
Please enter the amount required for deposit.
Please enter an amount that is no more than 50% of the contract total.
Deposit Language
Deposit amount as percentage of contract total
My project is making a grant to
Distributions to non-501(c)3 entities funded by government grants or contracts should be processed as contracts. Please refresh this page and select "Contractor or Subcontract" as the expense type.
The regrant was to:
Spoke to PA re: grant to individual
Please download and complete this template. Upload the completed version in the field below.

The MSC team will review your regrant request and, if approved, generate and send agreements.
Please download and complete this template. Upload the completed version in the field below.

The MSC team will review your regrant request and, if approved, generate and send agreements.
Regrant Information Spreadsheet

PDF, JPG, JPEG, PNG, or GIF file types may be uploaded here. For any assistance, please contact your project advisor.
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Grantee/Subrecipient Organization Name
Grantee Name

First NameLast Name
Grantee/Subrecipient Organization EIN
Grant/Subrecipient Agreement Authorized Signer

First NameLast Name
Grant/Subrecipient Agreement Signer Email
example@example.com
Grantee/Subrecipient Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please provide the name and email of the subawardee's point of contact for this work.
Name

First NameLast Name
Email
example@example.com
Please provide the name and email of the subawardee's finance lead.
Name

First NameLast Name
Email
example@example.com
Note: MSC makes payments electronically via Bill.com. MSC will use the above name, address and email to match your vendor with their Bill.com account.
This payment likely constitutes a contractor relationship. Please visit the Contracts page on the MIIC manual or contact your project advisor for more information.
Date Cards Are Needed

MonthDayYear
Please enter the date the cards should be ordered. Please note that physical gift cards make take two weeks for delivery.
Grant/Subaward Amount
What percentage of the subaward may be used by the subawardee for indirect costs?
Please check all conditions that apply to this regrant.
This grant is to support:
Grant/Subaward Period Start Date

MonthDayYear
Date
Grant/Subaward Period End Date

MonthDayYear
Date
This subaward period extends past end of the period for the overall award. Please revise the subaward period.
MSC does not recommend subaward periods longer than one year.
Deliverables
Performance Measures
Years in Grant Project
Years in Subaward Period
Project Year for Award
Award Project Year Start Date
Award Project Year End Date
Diff btween sub award state and overall start
MSC will request reports from the grantee 30 days after the grant period ends. Who else should receive a copy of the report?
example@example.com
MSC requires a budget and reports from the grantee for regrants to individuals in the amount of $20k.
Invoice Date

MonthDayYear
Date
Preferred Payment Date/ Due Date

MonthDayYear
If this payment will be made in installments, indicate the date of the first payment.
Payment is being made to:
Payee Name
Payee Name

First NameLast Name
Payee = PD?
International Vendor
Address (If your project has paid this vendor in the past, you may leave this field blank.)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Payee Email
Please use the email connected to their existing Bill.com vendor profile if they have one.
Note: MSC makes payments electronically via Bill.com. MSC will use the above name, address and email to match your vendor with their Bill.com account.
Original Regrant Agreement Date

MonthDayYear
Date
Original Regrant Agreement

If help is needed locating the original regrant agreement, please contact the grants team. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For any additional assistance, please reach out to your project advisor.
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Please describe the changes being made with this amendment.
Ex:
This amendment amends the grant period from MM/DD/YYYY - MM/DD/YYYY to MM/DD/YYYY - MM/DD/YYYY.

This amendment amends the grant amount from $xxx.xx to $xxx.xx.

This amendment amends the deliverables to the following:
Does this amendment increase the grant amount?
Original Regrant Amount
Amended Regrant Amount
Difference between old and new regrant amount
Program or Event Name
Honoraria Amount
One Time or Ongoing?
Program or Event Date

MonthDayYear
Date
Program Start Date

MonthDayYear
Date
Program End Date

MonthDayYear
Date
How many hours per month will the stipend recipient be expected to participate in the program?
Description of Participation Commitment
Description of Honoraria Recipient's Contribution to the Event or Program
Event Documentation

Please attach an event flyer, a PDF of the event’s Facebook page, or a similar document. If no document is available, please upload a brief explanation. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For any additional assistance, please contact your project advisor.
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Total Stipend Amount
Single or Multiple Payments
Number of Installments
Months Between Installment Payments
Different amount of first installment
Amount of First Installment
Stipend Remainder After First Installment
First Installment as Currency
The stipend letter will read as follows:

{disbursementLanguage}
Expense Date

MonthDayYear
Date
Amount
Expenses of $100 or more and funded by government grants must be paid directly to the vendor and cannot be reimbursed.
Vendor
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Description
Receipt

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Add reimbursement 2
Expense Date

MonthDayYear
Date
Amount
Expenses of $100 or more and funded by government grants must be paid directly to the vendor and cannot be reimbursed.
Vendor
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Description
Receipt

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Add reimbursement 3
Expense Date

MonthDayYear
Date
Amount
Expenses of $100 or more and funded by government grants must be paid directly to the vendor and cannot be reimbursed.
Vendor
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Description
Receipt

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Add reimbursement 4
Expense Date

MonthDayYear
Date
Amount
Expenses of $100 or more and funded by government grants must be paid directly to the vendor and cannot be reimbursed.
Vendor
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Description
Receipt

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Add reimbursement 5
Expense Date

MonthDayYear
Date
Amount
Expenses of $100 or more and funded by government grants must be paid directly to the vendor and cannot be reimbursed.
Vendor
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Description
Receipt

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Add reimbursement 6
Expense Date

MonthDayYear
Date
Amount
Expenses of $100 or more and funded by government grants must be paid directly to the vendor and cannot be reimbursed.
Vendor
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Description
Receipt

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Invoice Amount
Number of Cards
Amount Per Card
Physical or Virtual Card
Type of Gift Card
Email
example@example.com
GC Order 1 Amount
The email address above will receive gift card redemention link(s). Projects should email the links to recipients to distrbute the virtual cards. If you would like MSC to distribute the virtual cards directly to each recipient, please contact your project advisor.
Shipping Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Physical gift cards will be sent to the address above. Projects can distribute the gift cards to individual recipients in person or by mailing them out after they have shipped to the address above. If you would like MSC to ship the cards directly to each recipient, please contact your project advisor. Please note that shipping fees will be higher for multiple shipping addresses.
Expense Coding
Account
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Purpose
Please provide a brief description of how the gift cards will be used.
Add Card Order 2
Number of Cards
Amount Per Card
Physical or Virtual Card
Type of Gift Card
GC Order 2 Amount
Email
example@example.com
The email address above will receive gift card redemention link(s). Projects should email the links to recipients to distrbute the virtual cards. If you would like MSC to distribute the virtual cards directly to each recipient, please contact your project advisor.
Shipping Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Physical gift cards will be sent to the address above. Projects can distribute the gift cards to individual recipients in person or by mailing them out after they have shipped to the address above. If you would like MSC to ship the cards directly to each recipient, please contact your project advisor. Please note that shipping fees will be higher for multiple shipping addresses.
Expense Coding
Account
Account
Program
[Department]
Grant
[Location]
Functional Expense
Budget Category
Purpose
Please provide a brief description of how the gift cards will be used.
Total Gift Card Order Value
Total Per Diem Amount to Be Paid
Travel Location
Travel Dates
Travel Dates

MonthDayYear
Start Date
Travel Dates

MonthDayYear
End Date
Expense Coding
To view a list of your project's codes, contact your Project Advisor or log into Netsuite and click on NFP Financial Center > Data Management > Program or Financial Center > Data Management > Grants.
First Code Amount
Amount
Account
Account
Program
Program [Department]
Grant
Grant [Location]
Functional Expense
Functional Expense
Budget Category
Budget Category
Split Expense Coding?
Second Code Amount
Amount
Account2
Account
Dept2
Program [Department]
Location2
Grant [Location]
Functional Expense2
Functional Expense
Budget Category
Budget Category
Split Expense Coding2?
Third Code Amount
Amount
Account3
Account
Dept3
Program [Department]
Location3
Grant [Location]
Functional Expense3
Functional Expense
Budget Category
Budget Category
Split Expense Coding3?
Fourth Code Amount
Amount
Account4
Account
Dept4
Program [Department]
Location4
Grant [Location]
Functional Expense4
Functional Expense
Budget Category
Budget Category
Please ensure that the amounts above add up to the total invoice/payment amount.
Difference between broken out codes and invoice amount.
Purpose
Please provide a brief description of the mission related reason for the expense.
Have you pre-selected gift card recipients?
GC Recipient Entry Method
Gift Card Recipients

Please upload a list of gift card recipients in Excel or CSV format. The file should contain a row for each recipient that includes first and last names, email addresses and the total amount the recipient will receive.
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Gift Card Recipients
Gift Card Recipient W9s

Please upload a W9 for each gift card recipient who will receive at least $300 at one time or $600 over the course of this calendar year. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Acknowledgment - Unknown Recipients
Acknowledgment - Known Recipients
Total Reimbursement Amount
Payee W9(s)

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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W9 Already Provided?
Grant Budget(s)

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Invoice

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Payment Documentation

Please attach documentation to substantiate the payment request. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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MSC requires documentation of the contractors credentials. Please indicate which credentials are available.
Website or LinkedIn Profile
Contractor Resumé

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Original Contract

Please reach out to the contracts team if you need assistance locating the original contract. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For help, please contact your project advisor.
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If your vendor has provided ACH information, please attach it here.

Please provide either a bank letter or voided check. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Additional Documentation (Optional)

Please attach any additional payment documentation such as executed contracts, scope of work, travel plans etc. PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Event?
Completed Event Planning Form?
Event Name
Start Date and Time

MonthDayYear
Date
Hour MinutesAM/PM Option
End Date and Time

MonthDayYear
Date
Hour MinutesAM/PM Option
Name of Event Venue
Venue Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
COI w/ Additional Insured
Certificate Holder/Additional Insured
COI Certificate Holder/ Additional Insured Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Event Description
Will your event involve any of the following?
Will your project be responsible for transporting event participants?
Please note that MSC will require the following:
- Name and driver's license information for all drivers.
- A driver's record check for each driver, conducted by MSC at the project's expense.
- Proof of insurance for all vehicles.
Lobbying Event?
Please ensure that all expenses related to this event are coded with the Lobbying or Grassroots Lobbying Functional Expense code.
What bills or issues will event attendees lobby on?
Who will event attendees be communicating with regarding the bills or issues?
Is the event located on public/city/county property?
Please attach proof of permit

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Based on the information provided, your event will likely require additional insurance coverage or your venue has requested a COI.

Please download this form and complete is as fully as you are able. Once it is complete, please attach it below.

Additionally, after reviewing your event activities, you may receive a notice from MSC requesting all event participants complete a liability waiver, which MSC will provide.
NIA Special Event Endorsement Request

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Procurement Policy Compliance
Completed Procurement Compliance with Contractor Form
Sole Source?
Reason for Sole Source
Please provide a brief description of your determination that no other vendor offers this product or service.
Please upload the Request for Proposal (RFP) or bid solicitation that was publicly advertised or provided to provided to prospective vendors.

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Please list where the solicitation or RFP was advertised.
Please upload the bid received from the selected vendor/payee above.

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Please upload any other bids received from prospective vendors who were not selected.

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Please provide a brief explanation of why the vendor/payee above was selected.
Ex. This vendor offers the product at the lowest cost. OR This vendor provides the service most quickly. OR This vendor is a BIPOC or women owned business and provides the product at a competitive price.
Please provide a brief explanation of the necessity of this expense.
MSC, its employees and fiscally sponsored projects must analyze the need for procurement to avoid purchasing unnecessary items.
Please provide a brief explanation of your determination that this product should be purchased, rather than leased.
Ex. This item is not available for lease. OR This is a service, not a product. OR Over time, the cost of leasing will exceed the purchase price. OR This item will be subject to wear and tear that would violate lease terms.
Please provide a brief explanation of the allowability of this expense.
FOR GRANT FUNDED EXPENSES: Please describe the ways in which this purchase is logically related to the grant programming or the performance of the grant contract AND where the expense was clearly budgeted for or described in the grant proposal. FOR OTHER EXPENSES: Please describe the ways in which this expense is logically related to your project's programming and where the expense was budgeted for.
Davis Bacon?
This contract is subject to the Davis-Bacon Act. Laborers and mechanics employed under the contract must be paid no less than the locally prevailing wages and fringe benefits for corresponding work on similar projects in the area.

Please visit the SAM.gov's Wage Determination Search Tool and select the state and county were the work will be done as well as the construction type.

Click on the WD number and download the wage determination document.
Please attach the wage determination document for the construction type and county where the work will be performed.

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Davis Bacon Attestation
MSC's Procurement Policy prohibits contracting with parties listed on the General Services Administration's List of Parties Excluded from Federal Procurement or Nonprocurement Programs in accordance with E.O.s 12549 and 12689, "Debarment and Suspension."

Please visit SAM.gov's Entity Exclusion Search Tool and search for the vendor to confirm they are not subject to exclusions, disbarments or suspensions.

If the entity appears in the search, it is subject to some exclusions. Please click on the entity's name to view additional details to determine whether the exclusion applies to the grant funding this expenditure.
Disbarment & Suspension Check
Please upload the contractor's SAM.gov record.

PDF, JPG, JPEG, PNG, or GIF file types can be uploaded here. For assistance, please contact your project advisor.
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Vendor/ Payee Oversight
MSC's Procurement Policy requires disclosure of real or apparent conflicts of interest for personnel involved in the selection, award, or adminstration of contracts.

A conflict of interest arises when said personnel or their immediate family, partner or employer has a financial or other interest in or tangible personal benefit from a vendor/individual being considered for contract.

A financial interest is:
1. An ownership or investment interest in the vendor/independent contractor.
  1. For example, the project director has invested in the independent contractor's business.
2. A compensation arrangement with the vendor/independent contractor or with any entity or individual with which the vendor/independent contractor engages.
  1. For example, the project director is being paid for work by the independent contractor or by another client of the independent contractor.
3. A potential ownership or investment interest in, or compensation arrangement with, any entity or individual with which the vendor/independent contractor is negotiating a transaction or arrangement
  1. For example, the project director is negotiating or planning to make an investment in or receive funds from the independent contractor.
4. Any other material financial interest or economic benefit that would be subject to laws regarding self-dealing under Section 5233 of the California Nonprofit Public Benefit Corporation Law.
Compensation includes both direct and indirect payments, as well as gifts or favors.
Conflict of Interest Disclosure
Please describe.
Personnel responsible for acquiring goods or services must not solicit or accept any personal gain (kickbacks) from any procurement transaction.
Default Due Date

MonthDayYear
Date
If the grant funding this expense is funded on a draw-down basis, how would you like us to schedule and pay this expense?
Flex Field

Accounts Payable Form

Regrant/Subaward Amendment Form

Gift Card Order Form

Per Diem Payment Form

Reimbursement Request Form

Regrant/ Subaward Agreement Form

Invoice Submission Form

Accounts Payable Request Form

Stipend Payment

Honoraria Payment

Independent Contractor Form

Contract Amendment Form

Please provide the name and email address for the person authorized to sign the contract on the contractor's behalf.

Please provide the name and email address for the point of contact for the contractor for this work.

Please provide a finance contact for the contractor.

Please provide the name and email of the subawardee's point of contact for this work.

Please provide the name and email of the subawardee's finance lead.

The email address above will receive gift card redemention link(s). Projects should email the links to recipients to distrbute the virtual cards. If you would like MSC to distribute the virtual cards directly to each recipient, please contact your project advisor.

Expense Coding

The email address above will receive gift card redemention link(s). Projects should email the links to recipients to distrbute the virtual cards. If you would like MSC to distribute the virtual cards directly to each recipient, please contact your project advisor.

Expense Coding

Travel Dates

Expense Coding

To view a list of your project's codes, contact your Project Advisor or log into Netsuite and click on NFP Financial Center > Data Management > Program or Financial Center > Data Management > Grants.

Based on the information provided, your event will likely require additional insurance coverage or your venue has requested a COI.

Please download this form and complete is as fully as you are able. Once it is complete, please attach it below.

Additionally, after reviewing your event activities, you may receive a notice from MSC requesting all event participants complete a liability waiver, which MSC will provide.

Procurement Policy Compliance

After clicking submit, do not close this page until you see a confirmation screen.