General Information

Oakland University follows the Internal Revenue Service Accountable Plan Rules for travel reimbursement and will therefore pay only reasonable and necessary travel expenses for travel that:

• Has a business connection and is reasonable
• Has reasonable accounting for all expenses
• Excess reimbursements are repaid in a reasonable time
• Does not exhibit a pattern of abuse or exceptions

All Travelers must submit a Travel Expense Summary form for every instance of travel, regardless of whether or not reimbursement is owed.

• TES forms are due to Accounts Payable within 60 days of return from travel
• Supervisor approval is required on every TES
• A fund signer signature is required on TES forms only when the supervisor is not a fund signer
• If travel is being charged to a grant fund, the TES must be stamped by the Office of Research Administration

For a complete look at Oakland University's travel policies and procedures follow the link in the AP/Purchasing Policies section in the left sidebar to access policy #1200 "Travel".