Skip to main content

One Penn GSE

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