资金的发放

Before disbursing funds, the Accounts Payable department ensures that expenses adhere to the guidelines set forth in Accounts Payable policies regardless of the source 的资金.

签名权限

Although 研究基金会赞助项目 managers assist with various tasks during the managing phase of the research project, principal investigators are ultimately responsible for ensuring compliance with all administrative and financial policies 与他们的补助金相关. Principal investigators have the authority to approve purchases, personnel related actions, and various other expenditures and reimbursements.

电子签名

圣何塞州立大学 has officially designated DocuSign as the 只有 approved 电子签名方法. In keeping with the university directive, the Research 基金会可以只有接受DocuSign电子签名.

付款方法

电子支付

All 菠菜网lol正规平台研究基金会 payments are made electronically using the Automated Clearing House (ACH) network, which enables funds to be deposited directly into the 指定供应商的银行账户. Disbursements (payments) are processed based on the due date indicated on the invoice; vendors are notified of the remittance via email.

ACH表格可在表格网页.

电汇

Invoices and requests from vendors located both inside and outside the U.S. 支付通过电汇. Please note that a fee is charged for each wire transfer. 以下电汇需提供以下资料:

收款银行ID
受益人名称
IBAN(如适用)
斯威夫特
帐号
货币类型

付款及发还款项

The 菠菜网lol正规平台研究基金会 disburses payments such as:

参与者支持津贴

Participant costs are for non-service participation 只有. 出席会议的与会者车间培训可获得津贴. 津贴是支付给个人的一笔款项 for their attendance or participation 只有, NOT for services 呈现. 支付 cannot be tied to “any obligation for past, present, or future services.”

There can be no employer-employee relationship associated with the stipend payment. No fringe benefits are associated with stipend payments as they are NOT for services 呈现. Those delivering the training are doing “for service” work and would be 支付薪水.

学生津贴

支付给菠菜网lol正规平台 students are disbursed by the 财政援助和奖学金办公室, and paid through the Bursar’s Office to student accounts.

支付给 students who are not enrolled at 菠菜网lol正规平台 are sent directly to the student. To facilitate a student stipend payment, the PI must:

完成采购申请单.
Complete the appropriate Non-Service Stipend Award and Acceptance Letter (for either 菠菜网lol正规平台学生或非菠菜网lol正规平台学生).
学生是否填写了ACH注册表.
Submit all forms to the designated 赞助项目 manager for processing.

The Non-Service Stipend Award and Acceptance Letter templates for 菠菜网lol正规平台 students and non-菠菜网lol正规平台 students are available on the 研究基金会表格网页.

独立承包商付款

支付给独立承包人 require that the PI complete and submit the following forms listed below to their designated 赞助项目 manager for review and 研究基金会 approval. 表格可在研究基金会获得表格网页.

Determination of Independent Contractor Status Checklist & 协议-仅CA或
Determination of Independent Contractor Status Checklist & 协议-所有协议除外 CA
General Provisions for Independent Contractor Services - Non-Disclosure Agreement
Independent Contractor Proprietary Rights Assignment
W-9表格.S. 美国公民或非美国公民的W-8BEN表格.S. 市民(首次提交唯一的)
ACH表格(只适用于首次递交)

Per IRS guidelines, all 独立承包人 whose reimbursements exceed $600, 会收到一份杂烩吗. 本课税年度的1099表格.

All invoices should include account number, object code, printed name and a legible DocuSign的签名. If all information cannot be included on the invoice, a completed requisition form must be submitted along with the invoice.

加州预扣税

Wages paid to contractors who perform work in California but reside out of state are subject to withholding for California state income tax. 根据特许经营 Tax Board guidelines, the 研究基金会 is required to withhold seven percent (7%) of gross payments made to domestic nonresidents. 现行预提率对于外国实体是9.3% of gross payments for non-corporate partners and 8.84% 企业合伙人百分比.

旅行补偿

Individuals may be reimbursed for business related travel, including the cost of transportation, meals, lodging, and certain miscellaneous expenses. 费用必须按日期列出 and location, must be itemized, and must be accompanied by appropriate receipts as required, based on the selected method of reimbursement.