RE:[acupa-l] Restrictive Language for Travel Approval

[Bonnie Leigh Reifsteck]

Hi Shannon!

Hmm, here are two links from the University of New Mexico:

UAP 4030 ("Travel") - http://policy.unm.edu/university-policies/4000/4030.html 

UAP 4000 ("Allowable and Unallowable Expenditures") - 
http://policy.unm.edu/university-policies/4000/4000.html 

Both have some language about prior approvals (still basically up to department 
process), IRS accountable plan, and the need for "business purpose" and 
documentation - perhaps some of that might be helpful. Good luck!

Bonnie Leigh

Bonnie Leigh Reifsteck, M.A.
University Policy Specialist
UNM Policy Office
MSC05 3357
1 University of New Mexico
Albuquerque, NM 87131-0001
Tel.  505.277.6531
Web. http://policy.unm.edu 

**Part-time work schedule: M-F 8:30am-12:30pm **

--

Subject: Restrictive Language for Travel Approval
From: "Wrenn, Shannon" 
Date: Wed, 12 Jul 2017 19:18:49 +
X-Message-Number: 1

Good afternoon,

Does anyone have more restrictive language for approval of travel in their 
travel policy or procedures?  I am looking for language to ensure that there is 
not over use or abuse of travel or requests to general travel.  Anything to add 
limits would be helpful.  Currently we have a very broad charge:

"Pre-approval is required for out-of-state travel.  Required approvals may vary 
according to the travel destination and sources of funds as determined by each 
institution."

Any thoughts on ways to limit discretion that have not caused major issues on 
your campus?  Thanks so much.

Shannon Dawkins Wrenn, J.D.
Program Director
Office of University Policy and Procedures University of Maryland, Baltimore

620 West Lexington Street
First Floor, Suite 1110
Baltimore, MD 21201-1531
410.706.6731
410.706.1401 fax
swr...@umaryland.edu

 [UMB-Logo-EMAIL-HORZ5111]

Re:[acupa-l] Restrictive Language for Travel Approval

[Bartlett, Deborah]

Shannon,

You might find our General Travel Policies overview helpful.  You may view it 
at:
http://public.wsu.edu/~forms/HTML/BPPM/95_Travel/95.01_General_Travel_Policies.htm

Hope this helps —
Deb

-

Deb Bartlett
Director
Office of Procedures, Records, and Forms
Washington State University
Pullman, WA 99164-1225
509-335-2004

From: "Wrenn, Shannon"
Reply-To: Association of College and University Policy Administrators
Date: Wednesday, July 12, 2017 at 12:18 PM
Subject: Restrictive Language for Travel Approval

Good afternoon,

Does anyone have more restrictive language for approval of travel in their 
travel policy or procedures?  I am looking for language to ensure that there is 
not over use or abuse of travel or requests to general travel.  Anything to add 
limits would be helpful.  Currently we have a very broad charge:

“Pre-approval is required for out-of-state travel.  Required approvals may vary 
according to the travel destination and sources of funds as determined by each 
institution.”

Any thoughts on ways to limit discretion that have not caused major issues on 
your campus?  Thanks so much.

Shannon Dawkins Wrenn, J.D.
Program Director
Office of University Policy and Procedures
University of Maryland, Baltimore

620 West Lexington Street
First Floor, Suite 1110
Baltimore, MD 21201-1531
410.706.6731
410.706.1401 fax
swr...@umaryland.edu

 [UMB-Logo-EMAIL-HORZ5111]

Re: [acupa-l] Restrictive Language for Travel Approval

[Michele Gross]

Hi Shannon,
There are significant requirements for travelers and units in our Traveling
on University Business  policy,.
Here is some of the language around approvals plus Responsibilities.

Departments have the discretion to require their employees to obtain
preapproval for travel.
Travelers (employees and non-employees) are responsible to ensure that
travel expenses are for valid University business-related purposes; are in
accordance with University policies and procedures; and are a prudent use
of public and University funds. Individuals traveling on University
business are expected to choose the least costly method of transportation
that meets the traveler's scheduling and business needs.

Deans, Directors, Department Heads, Vice Presidents, ChancellorDesignates
and documents approval authority for staff business travel and for student
travel as part of academic programs, including determination of
reimbursements that should be denied or paid as taxable
reimbursements.Department
ApproverReviews travel authorizations and expense reports for accuracy
(including accounts being charged), appropriateness, and compliance with
applicable policies and procedures. Takes action to approve, return, or
deny travel authorizations and expense reports based on the review. For
expenses to be denied or reimbursed as taxable, consults with department
head, RRC Manager, or Policy Owner as necessary.
I hope this helps!Michele

On Wed, Jul 12, 2017 at 2:18 PM, Wrenn, Shannon 
wrote:

> Good afternoon,
>
>
>
> Does anyone have more restrictive language for approval of travel in their
> travel policy or procedures?  I am looking for language to ensure that
> there is not over use or abuse of travel or requests to general travel.
> Anything to add limits would be helpful.  Currently we have a very broad
> charge:
>
>
>
> “Pre-approval is required for out-of-state travel.  Required approvals may
> vary according to the travel destination and sources of funds as determined
> by each institution.”
>
>
>
> Any thoughts on ways to limit discretion that have not caused major issues
> on your campus?  Thanks so much.
>
>
>
> Shannon Dawkins Wrenn, J.D.
>
> Program Director
>
> Office of University Policy and Procedures
>
> University of Maryland, Baltimore
>
>
>
> 620 West Lexington Street
>
> First Floor, Suite 1110
>
> Baltimore, MD 21201-1531
>
> 410.706.6731 <(410)%20706-6731>
>
> 410.706.1401 <(410)%20706-1401> fax
>
> swr...@umaryland.edu
>
>
>
>  [image: UMB-Logo-EMAIL-HORZ5111]
>
>
>
> *Replying to Messages:* Replying (using Reply) to an ACUPA-L e-mail will
> distribute your message to the *ENTIRE list of members*. To send a
> message privately, reply directly to the individual who sent the message
> (their e-mail address appears in the "From" line of their original e-mail).
>
> *To Unsubscribe or for questions about the ACUPA e-list,* Contact Joshua
> Adams at j 
> a...@cornell.edu
>  or
> 607-255-8279 <(607)%20255-8279>.
>
>


-- 
Michele Gross, Director
Policy Program
University of Minnesota
356-1 McNamara, 200 Oak street
Minneapolis, MN  55454
612-624-8081

http://policy.umn.edu/

RE:[acupa-l] Restrictive Language for Travel Approval

[Ford, T Michael]

Hi Shannon,

For Indiana University, go here and you can scan through the policies and 
supporting guidelines relative to travel: 
http://www.indiana.edu/~travel/policies/policies.shtml

Best,
T. Michael Ford
Indiana University

From: bounce-121653972-56848...@list.cornell.edu 
[mailto:bounce-121653972-56848...@list.cornell.edu] On Behalf Of Wrenn, Shannon
Sent: Wednesday, July 12, 2017 3:19 PM
To: acup...@list.cornell.edu
Subject: [acupa-l] Restrictive Language for Travel Approval

Good afternoon,

Does anyone have more restrictive language for approval of travel in their 
travel policy or procedures?  I am looking for language to ensure that there is 
not over use or abuse of travel or requests to general travel.  Anything to add 
limits would be helpful.  Currently we have a very broad charge:

"Pre-approval is required for out-of-state travel.  Required approvals may vary 
according to the travel destination and sources of funds as determined by each 
institution."

Any thoughts on ways to limit discretion that have not caused major issues on 
your campus?  Thanks so much.

Shannon Dawkins Wrenn, J.D.
Program Director
Office of University Policy and Procedures
University of Maryland, Baltimore

620 West Lexington Street
First Floor, Suite 1110
Baltimore, MD 21201-1531
410.706.6731
410.706.1401 fax
swr...@umaryland.edu

 [UMB-Logo-EMAIL-HORZ5111]


Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will 
distribute your message to the ENTIRE list of members. To send a message 
privately, reply directly to the individual who sent the message (their e-mail 
address appears in the "From" line of their original e-mail).

To Unsubscribe or for questions about the ACUPA e-list, Contact Joshua Adams at 
ja...@cornell.edu
 or 607-255-8279.