FINANCE ADMIN REQUEST FORM
Please complete the following form to request services from the Architecture Finance Team
Requester Name
*
First Name
Last Name
CMU email address
*
andrewID@andrew.cmu.edu
Request Type
*
Purchasing
PCard Receipt Validation
Expense Reimbursement
Guest 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
*
Please Select
Faculty
Staff
Student (Grad/PhD) / TA / RA
If you're a Grad/PhD student, TA, or RA, please upload
APPROVAL
from your SUPERVISOR for this purchase request
*
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of
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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of
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.)?
*
No
Yes
*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:
*
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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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of
HazMat Requested
*
Are you requesting
PROFESSIONAL SERVICES
?
*
No
Yes
Please upload QUOTE and/or APPROVAL for this request
*
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of
Are you requesting a
COMPUTER SOFTWARE
?
*
No
Yes
Please upload TERMS & CONDITIONS and/or APPROVAL for this request
*
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of
Is the total amount from
ONE SUPPLIER
in this request
OVER $5,000
?
*
No
Yes
Please upload THREE (3) QUOTES / PROPOSALS from qualified suppliers for approval by Procurement Services
*
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PR Assigned to
Please Select
Alycia
Ana
Dave
Jon
Terry
Todd
PR Status
Please Select
Pending
In Progress
Completed
Canceled
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
*
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Please write tips, processing fees or shipping costs on the receipt if they are not already noted.
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of
PRC Assigned to
Please Select
Alycia
Ana
Dave
PRC Status
Please Select
Pending
In Progress
Completed
Canceled
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
*
Please Select
Faculty
Staff
Student (Grad/PhD)/ TA / RA
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
Mileage
Expense Reimbursement Details
*
Please upload
ALL THE RECEIPTS
included in this request
*
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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)
Cancel
of
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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of
E/MR Assigned to
Please Select
Alycia
Ana
Dave
E/MR Status
Please Select
Pending
In Progress
Completed
Canceled
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 Name
Last Name
ID Legal Name (as shown in ID)
Guest Email Address
*
example@example.com
Guest Phone Number
*
Please enter a valid phone number.
Lecture/Workshop Start Date
*
-
Month
-
Day
Year
Date
Lecture/Workshop End Date
*
-
Month
-
Day
Year
Date
Course Number or Lecture/Workshop Name
*
Lecture Notification Date
-
Month
-
Day
Year
Date
What will your Guest need ?
*
Honorarium Payment
Flight Booking
Hotel Accommodation
Airport Car Service
Guest Expense Reimbursement (receipts)
Honorarium Payment Details
*
HP REQ Assigned to
Please Select
Alycia
Ana
Dave
HP REQ Status
Please Select
Pending
In Progress
Completed
Canceled
PW Status
Please Select
Pending
In Progress
Completed
Canceled
PO Status
Please Select
Pending
In Progress
Completed
Canceled
[PW Invitation Sent Date]
-
Month
-
Day
Year
Date
[PW Completion Date]
-
Month
-
Day
Year
Date
[PO Sent AP Date]
-
Month
-
Day
Year
Date
[AP Payment Date]
-
Month
-
Day
Year
Date
HP REQ Admin Notes
Guest Expense Reimbursement Details
*
Guest ER REQ Assigned to
Please Select
Alycia
Ana
Dave
Guest ER REQ Status
Please Select
Pending
In Progress
Completed
Canceled
[NEER Sent Guest Date]
-
Month
-
Day
Year
Date
Guest ER REQ Admin Notes
Flight Booking Details
*
Flight REQ Assigned to
Please Select
Alycia
Ana
Dave
Flight REQ Status
Please Select
Pending
In Progress
Completed
Canceled
Flight REQ sent CTP Date
-
Month
-
Day
Year
Date
Flight Confirmation sent Guest Date
-
Month
-
Day
Year
Date
Flight REQ Admin Notes
Hotel Accommodation Details
*
Hotel REQ Assigned to
Please Select
Alycia
Ana
Dave
Hotel REQ Status
Please Select
Pending
In Progress
Completed
Canceled
Hotel REQ sent CTP Date
-
Month
-
Day
Year
Date
Hotel Confirmation sent Guest Date
-
Month
-
Day
Year
Date
Hotel REQ Admin Notes
Airport Car Service Details
*
CServ REQ Assigned to
Please Select
Alycia
Ana
Dave
CServ REQ Status
Please Select
Pending
In Progress
Completed
Canceled
CServ REQ Admin Notes
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