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*

PurchasingPCard Receipt ValidationExpense ReimbursementGuest Support Services
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*

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

Cancelof
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.)?*

NoYes
*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
Cancelof
HazMat Requested*
Are you requesting PROFESSIONAL SERVICES?*

NoYes
Please upload QUOTE and/or APPROVAL for this request*

Cancelof
Are you requesting a COMPUTER SOFTWARE ?*

NoYes
Please upload TERMS & CONDITIONS and/or APPROVAL for this request*

Cancelof
Is the total amount from ONE SUPPLIER in this request OVER $5,000?*

NoYes
Please upload THREE (3) QUOTES / PROPOSALS from qualified suppliers for approval by Procurement Services*

Cancelof
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.
Cancelof
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:*

Cancelof
Reimbursement Type*

ExpenseMileage
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)
Cancelof
Mileage Reimbursement Details*
Please upload GOOGLE MAP SCREENSHOTS showing the route and total distance traveled for ALL the trips included in this request*

Cancelof
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
Date
Lecture/Workshop End Date*

MonthDayYear
Date
Course Number or Lecture/Workshop Name*
Lecture Notification Date

MonthDayYear
Date
What will your Guest need ?*

Honorarium PaymentFlight BookingHotel AccommodationAirport Car ServiceGuest Expense Reimbursement (receipts)
Honorarium Payment Details*
HP REQ Assigned to
HP REQ Status
PW Status
PO Status
[PW Invitation Sent Date]

MonthDayYear
Date
[PW Completion Date]

MonthDayYear
Date
[PO Sent AP Date]

MonthDayYear
Date
[AP Payment Date]

MonthDayYear
Date
HP REQ Admin Notes
Guest Expense Reimbursement Details*
Guest ER REQ Assigned to
Guest ER REQ Status
[NEER Sent Guest Date]

MonthDayYear
Date
Guest ER REQ Admin Notes
Flight Booking Details*
Flight REQ Assigned to
Flight REQ Status
Flight REQ sent CTP Date

MonthDayYear
Date
Flight Confirmation sent Guest Date

MonthDayYear
Date
Flight REQ Admin Notes
Hotel Accommodation Details*
Hotel REQ Assigned to
Hotel REQ Status
Hotel REQ sent CTP Date

MonthDayYear
Date
Hotel Confirmation sent Guest Date

MonthDayYear
Date
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