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MTI Forms

If you wish to become a certified research associate for the Mineta Transportation Institute, please complete the interactive application form. We also have supplied several forms that you must use for invoicing, providing project status reports, etc. An icon next to each link indicates the format.


 

Research Project Forms

The mission of the UTC program, and MTI, is to advance US technology and expertise in the many disciplines comprising transportation through the mechanisms of education, research and technology transfer at university-based centers of excellence. As part of fulfilling this mission, MTI selects research projects for funding based on the advice of the Research Associates Policy Oversight Committee (RAPOC), Caltrans and representatives of US DOT.

The MTI Research Investigator's Handbook identifies MTI research project requirements and reporting responsibilities. Several key deliverables are required for MTI sponsored research projects, each of which are discussed in the handbook. On time performance and completion of grant requirements will be monitored closely and will factor into future funding decisions. Only in rare cases, and with justifiable cause and professional pre-planning, will no cost extensions be granted.

1  MTI Research Investigator´s Handbook
  

  • MTI Contracts

    MTI must have a valid contract on file for each PI, project team member, and student assistant. This requirement must be fulfilled for project related work to commence and for the processing of reimbursements, timesheets, and invoice detail sheets. There are four different contract forms, these are:

    1. Faculty Appointment Form: If you are a CSU employee, you must complete this contract, a W4, an I9, and confidential employee sheet.

    2. Non-Academic Appointment Form: If you are a student at a university in California, you must complete this contract, a W4, an I9, and a confidential employee sheet.

    3. Independent Contractor (IC) Agreement: If you are employed outside of the CSU system or if you are a student at a University in a state other than California, you must complete this agreement (e.g., DOT employee, University employee outside of the CSU system, a student in Colorado).

    4. Subcontracts: If a subcontract is being issued for the MTI project, personnel from the SJSU Foundation Office of Sponsored Programs, in conjunction with the contracting university/agency, will be responsible for contract administration and all related paperwork.

    The MTI research team will either send you your contract electronically or via US mail. Please complete the highlighted portion, sign and return it promptly for processing. Contracts are valid for a maximum of 12 months.

    Please complete the highlighted portions of the contract and supporting paperwork, if applicable, and mail to:

    MINETA TRANSPORTATION INSTITUTE

    210 North 4th Street

    • Fourth Floor

    San Jose, CA 95112

    Attention: Meg Fitts, Research Support Manager

    2  Faculty Appointment Form 2  Non-Academic Appointment Form 2  Independent Contractor Agreement 2  Confidential Employee Sheet 2  I-9 Form 2  W-4 Form

      
  • Monthly Status Reports
    In order to ensure that MTI funded projects are progressing as planned, the PI is required to complete a monthly project status report. Reimbursement requests will not be processed if a monthly report has not been submitted. Complete and email to the Director of Research at philbrick@mti.sjsu.edu.
    5  Monthly Status Report Form
      
  • Invoice Detail Sheet

    The invoice detail sheet must be completed by all persons, including principal investigators, project team members, student assistants, and editors requesting payment and/or reimbursement from MTI. This document may be used for reimbursement of expenses as well as documentation for services rendered. Please note that all CSU employees must also submit a timesheet along with the Invoice Detail Sheet.

    To prevent payment delay, complete the invoice detail sheet in its entirety, sign it and mail the form and original receipts to the above address: Attention Meg Fitts, MTI Research Support Manager.

    Please note that reimbursement payments will not be processed unless the PI of the project has submitted a monthly status report.

    5  Invoice Detail Sheet
    • Travel Authorization and Requisition

      If you travel for an MTI research project, you must submit a "Travel Authorization and Requisition of Funds Form" along with the original receipts. Complete the highlighted portions only. The form must be submitted with an original signature–scanned and faxed copies will not be accepted.

      Each reimbursement request will be reviewed for accuracy and legitimacy of expenditures. Charges for alcohol and entertainment will not be reimbursed. Examples of non–allowable costs include, but are not limited to: movies and/or games, newspapers and/or magazines, travel agent booking fees, taxis if a car has been rented, laundry and/or dry cleaning.

      Itemized receipts are required.

      The standard mileage reimbursement rate is 55 cents per mile, effective January 1, 2009

      2   Travel Authorization and Requisition


    • MTI Timesheet

      All CSU employees and students must complete a timesheet for payment of services rendered. Non-CSU employees and independent contractors submit only the invoice detail sheet. Although an original, signed timesheet is required, MTI can accept a scanned copy (fitts@mti.sjsu.edu) or a faxed copy (408.924.7565) while waiting for the original to be mailed. Timesheets must be submitted to Meg Fitts, MTI Research Support Manager, and must have the MTI project number noted at the top.

      Paychecks are issued twice a month, on approximately the 10th and the 26th. To have your paycheck electronically deposited, complete the "Direct Deposit Enrollment Authorization" form and submit the original to the Human Resources Department (210 North 4th Street, 3rd Floor, San Jose, CA 95112).

      5  MTI Timesheet    1  Direct Deposit Enrollment


    • MTI Report Guide for Authors
      This document provides guidance for project team members who are preparing content for a research report draft. It includes information about required report elements, handling specifics like figures and tables and documentation, and other topics. Authors will find a list of helpful resources and a checklist to assist in preparing and submitting the research report draft. Check periodically for updates and changes, especially before submitting the report.