RF CUNY Website Travel and Purchase Procedures
Learn how to submit travel advance requests, travel expenses, and purchase requests in the RF CUNY website. Follow specified steps, complete required forms, obtain approvals, attach necessary documentation, and submit to the RF OTPS Team. Keep copies for your records and refer to instructions provided. Obtain forms from ORSP at Lehman College for specific processes.
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How to Submit Travel Advance Requests In the RF CUNY Website, Sing in 1.Go to forms 2. Click OTPS/Purchasing 3.Under accounts Payable find Travel Advance form ( for e-payment) 4. Complete form and obtain necessary approval signature 5. Attach Copies of: Original receipts for expenses, including airline, toll charges, car rental, meeting registration. Copies of the conference brochure, seminar agenda, hotel bill, or other evidence of duration of the trip. E- Payment Copy of the Travel Advance request if payment was obtained. 6. Send complete form , with attachments to the RF OTPS Team A check for the net amount due to the traveler will be issued after receipt of properly completed Travel Expense Voucher and Request for Payment and all required supporting documentation . Travel Advance Request 7. Keep a copy of entire submission for your records 8. For additional information refer to the instruction s in the back of the from. 1.Obtain Travel Advance request form from ORSP at Lehman College (SH-303) Bar-coded form, ORSP at Lehman 2. Follow steps from 4 to 7 from above
How to Submit Travel Expense and Request for Payment In the RF CUNY Website, Sing in 1.Go to forms 2. Click OTPS/Purchasing 3.Under accounts Payable find Travel Expense form ( for e-payment) 4. Complete form and obtain necessary approval signature 5. Attach Copies of: Original receipts for expenses, including airline, toll charges, car rental, meeting registration. Copies of the conference brochure, seminar agenda, hotel bill, or other evidence of duration of trip. E- Payment Copy of the Travel Advance request if payment was obtained. 6. Send complete form , with attachments to the RF OTPS Team A check for the net amount due to the traveler will be issued after receipt of properly completed Travel Expense Voucher and Request for Payment and all required supporting documentation . Travel Expense and Request for Payment 7. Keep a copy of entire submission for your records 8. For additional information refer to the instruction s in the back of the from. 1.Obtain Travel Advance request form from ORSP at Lehman College (SH-303) Bar-coded form, ORSP at Lehman 2. Follow steps from 4 to 7 from above
How to Submit for purchases less than $5000 and more than $5000 2. Complete form and obtain necessary approval signature 3. Submit an equipment Screening Certificate ( Found in the RF CUNY website) signed by an authorized college official. 4.Attach three written bids and /or justifications for vendor selection if total cost exceeds $15,000/$25,000 . Purchase Requisition (more than $ 5000) 5. If sole vendor ( attach supporting documentation) 6. State or City contract number 7. If there are orders containing chemical substances a Material Safety Data Sheets will be requested from the vendor selected. 8. Send complete form , with attachments to the RF OTPS Team Submitting t for Purchase Equipment and other supplies 1.Obtain both forms from ORSP at Lehman College (SH-303) 7. Keep a copy of entire submission for your records 8. For additional information refer to the ORSP office team at Lehman. 2. Complete form and obtain necessary signature. 3. After having all the information of the vendor, return completed form to the OTPS Team for processing. Small Order Form ( Purchase less than $ 5000) 4.If there are orders containing chemical substances a Material Safety Data Sheets will be requested from the vendor selected. 5. Keep a copy of submission for your records 6.For additional information refer to the ORSP office team at Lehman.
To go of Prime Institution Letter of Intent 1. Budget 2. Budget Justification 3. Scope of Work 4. Optional: Biosketches Current & Pending COI
Proposal Checklist Effort/ Fringe /F&A Budget 1. No cost sharing 2. Letters of Support ( If applicable) Fonts, Margins, ect 3. 4. Proposal Summary page complete 5. COI (compliance document) release time 6. Bio sketch in appropriate format 7. No errors in CAYUSE 8. Review Program Announcement 9. CAYUSE Profile NSF/NIH ID user/password 10. NSF-Data management/ Post Doc mentoring NIH-SFI Forms
Sub award Requirements (collaborations) Scope of Work 1. Letter of Commitment go 2. Budget 3. Budget Narrative (Justification) 4. Biosketch (CV) Formatted for NIH or NSF, Key senior Person 5. Review Sponsor Guidelines 6. COI disclosure Language 7.
