Allowable Travel Payments to Faculty Members on Leave
Associate Vice President and University Controller
Office of Financial Management Services
University funds may be used to pay certain travel expenses for faculty members on leaves who are involved in work that benefits Indiana University. Leaves for purposes of this policy include leaves without pay, sabbaticals, and summer periods when the faculty member is not on appointment.
To be eligible for reimbursement of travel expenses faculty members must be able to demonstrate that the activity cannot be accomplished from the home base of the faculty member. All expenses must be reasonable in amount and commensurate with the duration of the stay.
Allowable travel expenses include:
If the travel period exceeds 8 weeks, then University funds cannot be used for these expenses without the prior written approval of the unit leader.
Reasonableness in amount of total expense should be considered during the approval process. Requested amounts that seem excessive should result in negotiations between the faculty member and the school to determine an amount that is reasonable for the school to spend on the reimbursement. Excessive might be in relation to the standard travel allowances. The unit should look at the total amount of the reimbursement to determine if it is excessive in total per comparison to other like expenses in the unit.
Guidance for academic leaves has been historically provided in the University Academic Handbook only. Correlating a University financial policy with the handbook allows for greater adherence to policy since most staff does not regularly refer to the handbook. In addition, the University Academic Handbook did not provide clarity on definitions or process, which is needed by staff as they process reimbursements.
To be eligible for payment of travel expenses when the travel period exceeds 8 weeks, faculty members must submit a written request to the Dean estimating proposed expenses to be covered by Indiana University. Written approval from the Dean is required and must occur prior to the commencement of the trip.
If the faculty member has been the recipient of a grant or other funding that is providing support for expenditures during a leave that exceeds 8 weeks, this information must be disclosed to the Dean with the written request.
The Fiscal Officer must retain a copy of all documentation related to the approval for seven years. Documentation includes the original request from the faculty member, the formal written approval of the Dean and any documentation showing calculations and analysis used to determine approved amounts. Adherence to all applicable university policies for reimbursement of travel and other expenses must be followed.
Unit Leaders: For the purposes of this policy are as follows: