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Business Office

Welcome to the Business Office! Your one-stop shop for all things financial here at Penn GSE. The Business Office Team handles business and financial transactions for Penn GSE faculty, staff, and students. Specifically, we manage purchasing, reimbursements, and payment processing. We are here to help you. Please reach us by email, phone or by stopping by!

We are located at 3440 Market Street, Suite 370 – on the third floor. You will need your Penn Card to access our suite.

Financial Policies

Budget & Finance

Salary increase pool: EBs (FT, PT and Tuition); tuition & program fee increase; administrative stipend information.

Financial Policies

Gift card policy & Greenphire ClinCards; credit card responsibility, travel, Concur approval flows/hierarchy, Qlikview access and reconciliation policy.

Expense Reporting

Access to accounts, spending authority as well as training on access and use of Qlikview will aid in learning about the budgeting process and management of department or programmatic funds.

Travel

Booking travel via Concur or with our dedicated World Travel Agents is easy. Learn about the Bank of America Travel card and activating your travel and expense profile in Concur.

Purchasing

Methods of procurement as well as information on University-approved vendors. Learn about shopping through the Penn Marketplace as well as AmazonBusiness. Helpful hints regarding Purchase Order bid waivers and contracts/agreements. Explanations for use of Purchasing Card and Meeting Card.

New Suppliers (Individual and Companies)

In conjunction with Penn GSE HR, information on how to start the process of bringing a non-affiliate on board. Information regarding our limited engagement and independent contractor processes and associated agreements and contracts.

Reimbursement

Access to Concur, information regarding petty cash transactions as well as guest travel reimbursements and tax exemption status for the University.

Greenphire ClinCards & Human Subject Payments

Compensating individuals for work on a grant/research project. Helpful hints on how to get started and to answer questions for study participants and processes related to the ClinCard program.

FAQs & Best Practices

GSE’s Travel Policy as well as most common questions/needs. Specialty perks offered by the Business Office.

Contact the Penn GSE Business Office

GSE-PAY@gse.upenn.edu
Submission of forms, invoices and requests to compensate or reimburse individuals or companies not on-boarded as PO supplier, and journal transfers and general payment questions.

GSE-PO@gse.upenn.edu
Submission of forms, invoices and requests to compensate or reimburse individuals or companies who are on-boarded as PO suppliers, and general Purchase Order questions.

GSE-WC@gse.upenn.edu
Submission of forms and contracts as they pertain to on-boarding new non-affiliates to Penn. 


Unrestricted Accounts

Gregory Tausz
Senior Director of Finance and Facility Management
215-898-5422
3700 Walnut, Room 221

Ken Zeferes
Assistant Director of Fiscal Operations
215-898-5694
3440 Market, Room 382

 

Sherri King
Financial Administrator
215-746-7736
3440 Market, Room 390

Responsible for:
 SMHC, School Leadership, ISTR, Catalyst@Penn, Educational Entrepreneurship, MedEd and CLO Programs, HED, Exec Doc HEM, Mid-Career, PLN, UTR, Support Services

Miriam Harris
Financial Administrator
215-898-6447
3440 Market, Room 388

Responsible for:
 Dean’s Office, Development, Business Office, IT, Communications, School Partners (PAS and Lea Schools), APHD

Eric Blanchet
Financial Administrator
215-898-3199
3440 Market, Room 389

Responsible for:
 ECS, IEDP, TLL, Ed Policy, QM, ELX, RWL and Student Activities, UTAP


Payroll

Coral Haas
Business Administrator, Payroll
215-746-6575
3440 Market Street, Room 377

Responsible for:
Catalyst, Center for Professional Learning, Center for School Study Councils, Coalition for Educational Equity, Consortium for Policy Research in Education, Educational Linguistics, GSE Registrar, GSE Student Services, Higher Education/AHEAD/Higher Education Management, Education Policy, Human Development & Quantitative Methods, Literacy, Culture and International Education

Anna Reed
Associate Director of Payroll
215-573-8013
3440 Market Street, Room 375

Responsible for:
GSE Admissions, GSE Associate Dean/Faculty Affairs, GSE Career and Professional Development, GSE Communications, GSE Dean's Office, GSE Development and Alumni Relations, GSE Development, GSE Films, GSE HR, GSE IT, Teaching, Learning, and Leadership, Education Entrepreneurship, Independent School Teaching Residency, Med Ed & Chief Learning Officer, Mid-Career, School Leadership Program, School Mental Health Counseling, Teacher Education, Urban Teaching Residency


Grant Accounts (Sponsored Programs)

Helen Mitchell Sears
Director of Sponsored Programs
215-746-8524
3440 Market, Room 384

Joyce Cook
Assistant Director Grants & Student Financial Aid
215-898-8223
3700 Walnut, Room 219

Frank Graham
Pre-Award Grants Manager (Proposal Development)
215-746-4486
3440 Market, Room 385

Mike Kelly
Post-Award Grants Manager (Financial Reporting)
215-898-9262
3440 Market, Room 381