View Official Policy: Travel Policy
In accordance with the Official Code of Georgia Annotated (OCGA) Section 50-5B-5, the state accounting officer in cooperation with the Office of Planning and Budget is authorized to and shall adopt rules and regulations governing in-state and out-of-state travel and travel reimbursement. These policies should promote economy and efficiency in state government and treat employees fairly and equitably. Under the direction of the State Accounting Office and the Office of Planning and Budget, the University of Georgia has adopted these travel regulations effective October 1, 2006.
Each employee required to travel in the performance of official duties and entitled
reimbursement for expenses incurred shall have prior authorization from his/her department head
or other designated official for the purpose of his travel. For in-state travel each department is
responsible for maintaining the approval record of employees authorized to travel. It is not
necessary to prepare a travel authority request or obtain prior travel authority above the department level for in-state travel. Official travel to points outside the State, but within fifty miles of the state border, will be construed as in-state travel.
In the case of out-of-state travel, it is necessary to obtain prior approval from
the appropriate dean, director, or other unit head and fiscal review by the Travel
and Encumbrance Section of the
University Business Office. Out-of-state travel by a dean or director requires the prior approval
of the appropriate vice president. A vice president's out-of-state travel should have prior approval by the Senior Vice President or the President's Office, whichever is applicable for the individual. Travel outside of the continental limits of the United States must be approved first by the appropriate vice president and then by the Office of International Education. No out-of-state travel is to take place, and no claim for reimbursement will be processed without proper authorization as outlined above. Any travel authority submitted after travel has occurred will need to be accompanied by a letter of justification indicating that proper procedures will be followed in the future.
Travel encumbrances will now be treated the same as purchase orders. Travel funding that is encumbered and not spent before June 30 will result in the funding going into a liability account. Departments now have the option for travel that is completed by the end of the first quarter of the next fiscal year (September 30) to be encumbered from the current fiscal year funding. Travel authorities for travel occurring between July 1 and September 30 should clearly indicate which fiscal year funding should come from, either the current year (ended June 30) or the next fiscal year.
The University of Georgia does not provide travel advances. Employees traveling on
business should pay for their expenses and then seek reimbursement. Special arrangements may be made through the Bursar’s office to facilitate Studies Abroad Programs and group travel in some circumstances.
The preferred method for submitting a Travel Authorization is via the Electronic Check Request and Travel Authorization system. A link to this system is provided under the Related Information section of this policy.
Links to the Employee and Non-employee Request for Authority to Travel web forms can be found below under the Forms/Instructions section. Note: The Non-employee Request for Authority to Travel Form is a printable format only. No online data entry is available. It should be printed and submitted to the Accounts Payable department if not filled out through the Electronic Check Request and Travel Authorization system.
For more information and relevant links concerning Travel at UGA, please see the “Accounts Payable Travel Website” link found under Related Information. A PowerPoint addressing the travel regulations at UGA has also been included in Policy Appendices.
Responsible University Senior Administrator: Vice President for Finance & Administration
Responsible University Administrator: Associate Vice President & Controller
Policy Owner: Accounts Payable
Policy Contact: Jennifer Dunlap
Phone Number: 706-542-2786
Responsibilities of the Traveler: Travelers are expected to exercise good stewardship of funds when traveling on official business. Any expenditure disallowed by UGA is the responsibility of the employee. Travelers must always obtain receipts except when meal per diem travel allowances are claimed. Not all receipts must be submitted with a Travel Expense Statement but may later be requested for verification or audit. Travel Expense Statements may be selected for audit at any time, and all required receipts must be retained by the traveler for three years after the travel date if not attached to the travel expense report.
Responsibilities of the Supervisor/Approver:By approving the Travel Expense Statement, the approver is attesting that he/she has thoroughly reviewed each transaction and the supporting documentation and has verified that all transactions are allowable expenses. The approver is the “check” in the expense reporting process to identify potential or actual errors in expense reporting and is equally accountable for all expenditures. The approver role should be assigned to an individual who can judge the business appropriateness of each expenditure. The approver must verify that the correct funding sources are charged, in keeping with proper fiscal stewardship. Under no circumstances should an individual approve his/her own expense submission.