Purchasing & Travel OfficeC-40 ASB

* Mission, Vision, and Values* Organization Structure* Policies & Procedures

SRMCRM Operations

Process & Tools

Procurement Finance

Purchasing & Travel Policies Have Been Updated

The new policies are accessible in the University Polices & Procedures on the Work tab in Route-Y. Policies have been greatly simplified with more detail provided in linked implementing procedures at the end of the policy.

Recent Travel Audit Results

Random selection of expense reports are audited each day.903 Expense Reports audited in the last three months

500 had no violations (55%)403 had violations (45%)

Most Common Travel Policy Violations

Late Expense Report (13%) Expense Reports should be filed within 15 calendar days of return of trip.

Miscoded Reimbursements (8%)Used expense type Reimbursement Non-Travel when expense type could be properly classified under a different category.

Travel Plan Missing (7%)A Travel Plan is required for whenever there is an overnight stay or commercial transportation is used.

Do Not Travel ListAfghanistan Indonesia Saudi Arabia

Algeria Iran Somalia

Burundi Iraq Sri Lanka

Central African Republic

Israel/West Bank/Gaza

Sudan

Chad Kenya Syria

Columbia Lebanon Timor-Leste

Congo Nepal Uzbekistan

Cote d’Ivoire Nigeria Venezuela

Eritrea Pakistan Yemen

Haiti Philippines

Most Common Purchasing Violations

Contracting with a vendor directly.Prevents us from capitalizing on volume discounts.May negatively impact existing university vendor relationships.Circumvents the legal review process.

Using the Wrong Payment Tool

Policy Questions?