IS Department

University of WisconsinEau Claire

 

Procedure for Funding Travel to Present a Refereed Paper at a Scholarly Conference

 

I.        At least one month prior to Travel

A.    Get the paper accepted.

1.      Official letter of acceptance

2.      Draft of the paper

3.      Copy of the official program showing you on it

4.      Exceptions where having a paper accepted is not needed:

a.       First-year faculty are funded to attend one national and one regional conference even if they are not on the conference program.

b.      Faculty approved to attend a conference for recruitment purposes need not be on the conference program.

B.     Estimate costs (via Carlson Wagonlit Travel; see III below).

1.      Conference Registration

2.      Travel (air, ground, parking)

3.      Lodging

4.      Meals (per diem)

5.      Follow regulations

a.       College of Business “White Book” (requires Adobe Acrobat Reader)

b.      UWEC Accounts Payable Policies

C.     Complete a Travel Authorization form.

D.    Complete a COB/ORSP Travel Request Form.

1.      Always make Department Contribution 60% of total and College Contribution 40% of total

2.      Always make ORSP request 50% of the estimated total cost or $500, whichever is smaller

E.     Get help with questions before submitting the request.

1.      Shawn Seuferer in Accts Payable for the Travel Authorization

2.      Betty Feia in ORSP for help with funding from that office

3.      Faith Bogstad in CoB for help with Travel Request

F.      Submit the following hard copy (sorry) to the IS A.D.A. at least one month prior to traveling.

1.      Travel Authorization Form

2.      COB/ORSP Travel Request Form

3.      Draft of whatever was accepted (paper, abstract, etc.)

4.      Copy of official letter of acceptance

5.      Copy of completed conference registration

6.      Copy of the official conference program showing you on it

7.      Copy of airfare information (e.g., purchase receipt or website estimate)

G.    Tom H. will approve and submit the request to the College at least three weeks prior to traveling.

II.      Book all travel and lodging through Travel Leaders of Chippewa Falls (715-723-9352)

A.    Contact Michele (Michele@TravelLeaders-CF.com) or Cindy (Cindy@TravelLeaders-CF.com)

B.     Do not use TravelPort

III.   As Soon After Traveling as Feasible

A.    Complete a Travel Expense Reimbursement Form.

1.      Do not fill in “Travel Expense Amounts”  in upper left

2.      Attach receipts for all costs except meal per diem

3.      Get needed help from Becky Zillmer in Accts Payable

B.     If you used the UW “Travel” credit card, do the following.

1.      Remember the Travel card can be used only for airfare, hotel, conference registration, and car rental

2.      Receive the monthly credit card statement

3.      Complete a Travel Log Summary for only the expenses on the Travel card

4.      Get needed help form Penny Odell in Purchasing

C.     Submit the Travel Expense Reimbursement Form and Travel Log Summary, each with appropriate original receipts, to the IS A.D.A.

D.    Tom H. will approve within a week.

E.     IS A.D.A. will submit

1.      the Travel Expense Reimbursement Form and receipts to the College (Faith Bogstad) within a week of receiving it

2.      the Travel Log Summary and receipts to Penny Odell in Purchasing within a week of receiving it

F.      Receive your reimbursement check in the mail! (Note that there will be no reimbursement for charges on the Travel card since they were charged directly to the UW System in the first place)