Primary Account - Enter the primary account number to which this charge is being made
OSP - Enter the Office of Sponsored Programs proposal number (if applicable)
Item - Enter a description of the item or items to be purchased
Justification - Provide a detailed justification for purchasing the item(s) described above
Benefit - Will this item or items benefit multiple research projects? Check Yes or No. If Yes, provide the cost collector, amount or percentage for each project that benefits. If No, complete the 1st cost collector, amount or percentage to be charged entries
Allocation/Distribution Table - This is a table containing 3 columns and 5 rows as follows:
Column 1, Row 1: Account Number - Enter the cost collector to be charged (this must match the primary account number listed at the top of this page). This entry must be completed whether Yes or No was checked above. If Yes check above, continue adding the respective cost collectors that will benefit in rows 2, 3, and 4
Column 2, Row 1: Amount - Enter the amount to be charged to the first account number. If there are additional research projects that will benefit, continue adding the amount to be charged to the respective cost collector in rows 2, 3, and 4
Column 3, Row 1: Percent - Enter the percentage. If this is the only account being charged, enter 100 percent. If there are additional cost collectors being charged, indicate the appropriate percentage for each of the three respective cost collectors (must total to 100%)
Total Amount - This is a calculated field. No data entry necessary
Total Percentage - This is a calculated field. No data entry necessary
PI Signature - The Principal Investigator must provide either a hand-written signature or provide their digital ID
PI Date - If the Principal Investigator provided a hand-written signature, enter the date the form was signed. If the Principal Investigator provided a digital ID, skip this field
PI Email - Enter the email address of the Principal Investigator
Award Name - Enter the award name
Award Period - Enter the award period
Document # - If item has been purchased, enter the document number indicating the purchase
GL Account - If item has been purchased, enter the general ledger account charged.
Approval - The Research Administrator or Financial Officer must approve or deny the request, provide any comments, sign and date the completed form. If additional approvals are required, include the title of the individual, their signature, and date for was signed.
