Collage

Required Documentation -Memorial Donations

The following documentation is required for these expenditures:

  • Reference to the applicable expense subsection on account transfer documentation (for example, "Dir. 11, Section 5.E.1"). The Directive No. 11 Form will provide you with a drop down window with all permissible sections.

  • Name of deceased and affiliation with the University.

  • Written confirmation by Division Head or Division Head's designee that expected donations will not exceed a cumulative total of $1,000 from all University funding sources.

  • If an arrangement is provided, an original, itemized receipt must be submitted with the Procurement Card statement (if a Procurement Card was used). If an original and/or itemized receipt (which includes a description of each item purchased) is unavailable due to loss or other circumstances, a completed and signed Lost/Missing Receipt Verification form, describing the circumstances and items purchased, must be submitted with the monthly Procurement Card statement.

  • Written approval by a Division Head or a Division Head's designee.

  • If more than one arrangement is sent of behalf of a Division and/or an arrangement is more than $75, written approval by Division Head must be provided.

  • If a Division Head's designee approved the expense, written confirmation to the Chief Financial Officer of Division Head's delegation of authority (delegation may be on file with the Chief Financial Officer).