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BUSINESS PURPOSE DESCRIPTION JOB AID The Office of Academic Affairs What, who, where, why = Business Purpose EXPENDITURE COMPONENTS EXAMPLE OF EXAMPLE OF TYPE OF APPROPRIATE NON- DESCRIPTION BUSINESS APPROPRIATE PURPOSE BUSINESS PURPOSE Pcard Transactions Purchased 12 copies Purchased 12 copies of the book Hamlet of Hamlet. so our professors can explore the Documentation teachings of should include Shakespeare to their “why” the item is students in more being purchased for detail. Pcard Transactions your department Gift Card purchased Gift card purchased as staff appreciation for OAA graduate for Jane Doe in student. recognition for her hard work as a graduating student in OAA. Travel Traveler will be Traveler will be attending an attending a Academic conference on Documentation Admissions recruitment for should include Councilor incoming freshmen. where the traveler conference on how went on the trip, to recruit incoming what the purpose freshmen from rural was and how it areas. Travel affected their job Went to Columbus Held health here at the State to promote coaching sessions at university health wellness and external client’s to hold health locations. coaching sessions at external client’s locations affiliated with OSU. EXPENDITURE COMPONENTS EXAMPLE OF EXAMPLE OF TYPE OF APPROPRIATE NON- DESCRIPTION BUSINESS APPROPRIATE PURPOSE BUSINESS PURPOSE Business Meals Ima Buckeye Ima Buckeye, Joe (OSU), Joe Gray Gray, and Dr. Smith (OSU), and Dr. had dinner to talk Smith (Cincinnati about Hydrogen University) had Vehicles. dinner (6 PM) at the Buckeye Café on August 21, 2009 Documentation to plan a talk Dr. should include Smith will be giving where the meal took on the effects of place, who was Hydrogen vehicles present at the meal, to first year their affiliation, date Engineering and time, as well as students at OSU. Business Meals what the purpose Dr. Scarlet (OSU) Dr. Scarlet (OSU) was and how it and Dr. Gray and Dr. Gray relates to their job (UCLA) had lunch (UCLA) had lunch here at the (1 PM) at Panera at Panera to discuss university. Bread on July 22, research 2009 to discuss collaboration research opportunities. collaboration opportunities in the area of language processing for OR’s Center for Cognitive Science. EXPENDITURE COMPONENTS EXAMPLE OF EXAMPLE OF TYPE OF DESCRIPTION APPROPRIATE NON- BUSINESS APPROPRIATE PURPOSE BUSINESS PURPOSE Cell Phone Documentation Ima Buckeye must Ima Buckeye needs Allowances should include “why” have uninterrupted cell phone service the cell phone / phone service as due to her position internet is necessary part of the ORIS in ORIS. Verizon, for the individual’s support team in $40/month business needs, the order to ensure she time period of the can be reached at in request, the service time for critical IT provider, initial costs needs. 10/1/09 – (equipment or set up / 10/1/10 Verizon installation), and Wireless $0 initial monthly charges. equipment (existing line), $40 monthly costs.
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