Participant Advances

Process a purchase order (PO) to Tango Card INC (Supplier ID: 0000114627) and request prepayment approval to expedite your order. (Visit the Prepayment Page for guidance). Using this vendor allows you to easily track the number of e-cards issued, recipient e-addresses, selection from a variety of brands, etc., when cards are issued. You may need to order your e-cards in increments to ensure all e-cards and funds are used and reconciled by your project end dates. You are the responsible party for maintaining reconciliation and fiscal accountability records associated with your project. Do not send reconciliation records to DTS. Use account code 67680 - Human Subject Payments – Cash Equivalents (e.g., cash, check or gift cards).

Process a cash advance using the Travel & Expense module in PeopleSoft if you would like to issue small dollar participant payments or gift cards for face-to-face interviews or surveys. Once all monies are used, follow up by processing an expense report to close out your open cash advance in PeopleSoft (link cash advance to expense report). Include a reconciliation list of recipient names and amounts to reconcile back to your original cash advance amount. Any unused monies may be returned to Fiscal Services before project end dates by completing a Deposit Transmittal Form. Include deposit receipt with your final expense report. Use account code 11650.

Process a non-PO voucher to request an advance if you would like to issue small dollar participant payments or gift cards for face-to-face interviews or surveys. Send clearing documentation to Disbursements & Travel Services and reference non-PO voucher number for reconciliation purposes. Partial clearings are acceptable. Any unused monies may be returned to Fiscal Services before project end dates by completing a Deposit Transmittal Form. Use account code 11704 when creating non-PO voucher and returning funds.