CM-A Finance Admin Request Form

FINANCE ADMIN REQUEST FORM

Please complete the following form to request services from the Architecture Finance Team
Requester Name

First NameLast Name
CMU email address
andrewID@andrew.cmu.edu
Request Type
Architecture Finance Team email address
example@example.com
PURCHASE REQUEST

Please submit your purchase requests in advance to ensure timely processing and delivery
CMU Affiliation
If you're a Grad/PhD student, TA, or RA, please upload APPROVAL from your SUPERVISOR for this purchase request

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Purchase Details
If you already have an INVOICE or a QUOTE that you'd like us to pay, please upload it here

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Are you purchasing MATERIAL that is an Inedible Fluid (e.g. glue, resin, paint), Powder (Rockite, plaster, concrete), Biological Material (mycelium), or any Material that is reacted, melted or burned during normal use (epoxies, 3D printer filament, etc.)?
*Please review the following guidelines related to the procurement of potentially hazardous materials:
Please upload SDS(s) or EHS approval email(s) for ALL the HazMat(s) included in this submission:

EHS (Environmental Health & Safety): safety@andrew.cmu.edu, University provided SDS library: https://chemmanagement.ehs.com/9/526cc69c-6196-4abe-86a4-fba834c22610/sds-search
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HazMat Requested
Are you requesting PROFESSIONAL SERVICES?
Please upload QUOTE and/or APPROVAL for this request

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Are you requesting a COMPUTER SOFTWARE ?
Please upload TERMS & CONDITIONS and/or APPROVAL for this request

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Is the total amount from ONE SUPPLIER in this request OVER $5,000?
Please upload THREE (3) QUOTES / PROPOSALS from qualified suppliers for approval by Procurement Services

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PR Assigned to
PR Status
PCARD RECEIPT VALIDATION REQUEST

All receipts MUST be received within 25 days to be processed within the University's 30 day limit. Receipt(s) MUST include Vendor's name, what was purchased, purchase date and total amount of the charge. Meals will only be reimbursed with a detailed (itemized) receipt and a credit card receipt. Meetings of 5 or less attendees must include a list of attendees (first & last names)
PCard Receipt Details
Please upload ALL THE RECEIPTS included in this request

Please write tips, processing fees or shipping costs on the receipt if they are not already noted.
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PRC Assigned to
PRC Status
EXPENSE REIMBURSEMENT REQUEST

All receipts MUST be received within 25 days to be processed within the University's 30 day limit. Reimbursements submitted after 90 days will be included as taxable income. Mileage on a personal vehicle will only be reimbursed with a Google map showing route and driving distance between specific addresses.
CMU Affiliation
If you're a Student (Grad/PhD), TA, or RA, please upload APPROVAL from your SUPERVISOR for this expense/mileage reimbursement request:

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Reimbursement Type
Expense Reimbursement Details
Please upload ALL THE RECEIPTS included in this request

Meals will only be reimbursed with a detailed (itemized) receipt and a credit card receipt. Meetings of 5 or less attendees must include a list of attendees (first & last names)
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Mileage Reimbursement Details
Please upload GOOGLE MAP SCREENSHOTS showing the route and total distance traveled for ALL the trips included in this request

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E/MR Assigned to
E/MR Status
GUEST SUPPORT SERVICES

This form is designed to facilitate honorarium payments, manage expense reimbursement requests, and arrange travel and accommodation for your Guests. It is best practice to set an Honorarium amount that is inclusive of all expenses to reduce the amount of paperwork for your guest.
Guest Preferred Name

First NameLast Name
ID Legal Name (as shown in ID)
Guest Email Address
example@example.com
Guest Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Lecture/Workshop Start Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Lecture/Workshop End Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Course Number or Lecture/Workshop Name
Lecture Notification Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
What will your Guest need ?
Honorarium Payment Details
HP REQ Assigned to
HP REQ Status
PW Status
PO Status
[PW Invitation Sent Date]

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
[PW Completion Date]

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
[PO Sent AP Date]

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
[AP Payment Date]

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
HP REQ Admin Notes
Guest Expense Reimbursement Details
Guest ER REQ Assigned to
Guest ER REQ Status
[NEER Sent Guest Date]

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Guest ER REQ Admin Notes
Flight Booking Details
Flight REQ Assigned to
Flight REQ Status
Flight REQ sent CTP Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Flight Confirmation sent Guest Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Flight REQ Admin Notes
Hotel Accommodation Details
Hotel REQ Assigned to
Hotel REQ Status
Hotel REQ sent CTP Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Hotel Confirmation sent Guest Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Hotel REQ Admin Notes
Airport Car Service Details
CServ REQ Assigned to
CServ REQ Status
CServ REQ Admin Notes
Should be Empty:

FINANCE ADMIN REQUEST FORM

PURCHASE REQUEST

PCARD RECEIPT VALIDATION REQUEST

EXPENSE REIMBURSEMENT REQUEST

GUEST SUPPORT SERVICES