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Whenever possible, please use university purchasing cards
If cash is required please request an expense advance.
Ensure descriptions are sufficiently detailed
Please include receipts for all purchases. See Travel & Entertainment policy.
Expenses for payments without an invoice or receipt should note vendor/recipient name, amount, and purpose
Approvals
Principal Investigator must approve all expenses. This can be by Email, signature on the reimbursement form, or by Jira approval.
Include other approvers per individual school or unit guidelines.
OSP is the final approver. Please include Derek Wood on your Jira ticket.
W-9 requests
Please contact OSP on Teams to request grant related W-9 documents.
OSP will securely acquire grant related W-9s from vendors or contractors using Adobe Sign.
Please do not request W-9s by email or regular mail.
OSP securely maintains grant related W-9.
OSP will post W-9s on Jira for initial purchases.
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