PEFS | Penn Engineering Financial Services

Welcome

Welcome to Penn Engineering Financial Services (PEFS). For more than 25 years, we have proudly provided financial and research based services to support Penn Engineering and its faculty, staff and students. Utilizing best practices and a customer service-oriented culture, PEFS is dedicated to enabling innovation and advancement through financial management and operational excellence.

Announcements

Procurement Services Announces a new Wine and Spirits Supplier

January 7, 2025
Procurement Services is pleased to announce that, effec􀆟ve immediately, there will be two universityapproved
companies working together to provide the procurement and delivery of wine and spirits.
These companies will replace Specialized Wine and Spirits as they no longer provide these services.
The new companies are:
Lids Liquor Delivery, LLC- responsible for the delivery of wine and spirits. Supplier number 682090
The Pennsylvania Winery and Dis􀆟llery Management Company, LLC (PAWDMC) will procure wine
and spirits from a Pennsylvania state liquor store. Supplier number 682136
Both companies have the same point of contact, Gary Wills.
The ordering procedures remain mostly unchanged except for crea􀆟ng a PO for each company. The
new procedure is a􀆩ached.
Please direct all ques􀆟ons regarding products and pricing to both companies’ representa􀆟ve, Gary
Wills, who can be reached via text/call: 267-257-1380.

Procurement Announcement!

We will be transitioning Amazon Business into the Penn Marketplace on July 29, 2024.

Traveler Action Required!

PEFS Concur travel approvers have been updated. Travelers must update their approver before requesting new travel. Visit the PEFS travel page for guidance and details.

PEFS Support Portal

The updated PEFS Support Portal is a consolidated ‘single-stop’ for end-user support and services for various electronic forms and solution articles for your Procurement, Travel and Reimbursement needs. Other services may be added later.
The PEFS Support Portal features an extensive library of Solution Articles that greatly increase your self-service options, as well as electronic forms and links to relevant trainings. If you cannot find an answer to your question, you can submit a customer service request that will generate a ticket that will be addressed by the appropriate support team in a timely manner.
Users will be able to take advantage of new functionality in the support portal which consolidates frequently used how-to type of information, including policies and forms. Also included as part of the portal, is a help desk ticketing function which will allow website users to submit questions and problems and track them to final resolution easily and efficiently.

World Travel requirements for non-Faculty members

PEFS would like to remind all non-faculty members of the Penn Engineering Community that World Travel is required for all international travel and strongly preferred for domestic travel. World Travel provides visibility into where our community is traveling and helps us to protect our students, faculty, and staff from a duty of care perspective. For additional details and guidelines – (Read More)