Overview of EKU Travel Regulations
Eastern Kentucky University follows the travel requirements and procedures found on EKU's Policy and Regulation website. These regulations apply to everyone traveling on official University business. This includes employees, students, and contractors.
You must obtain the required travel authorizations prior to beginning your trip.
In-State Travel: In-state travel requires prior approval from your respective supervisory authority but does not require the submission of any form to Accounting. Travel to a bordering state that does not require airfare and/or an overnight stay shall be authorized in the same manner as in-state travel. For instance, same day travel from Richmond, KY to Cincinnati, OH and back would not require the submission of an Out of State Travel Request form.
Out of State Travel: All out of state travel must be authorized in advance, regardless of the source of funding. The "Request for Out of State Travel" form must be completed in its entirety, contain the signatures of the traveler and the respective supervisory authority, and be submitted to Accounting & Financial Services at least five (5) business days prior to any trip outside the State of Kentucky. Each trip requires only one "Request for Out of State Travel" form. If more than one source of funding is used for a trip, the one request form should include all budget account numbers to be charged.
Travel to Canada: Travel to Canada will follow the same procedures as out of state travel. The "Request for Out of State Travel" form must be completed and submitted to Accounting & Financial Services at least five (5) days prior to any trip. All amounts shown on the travel voucher must be converted to U.S. funds with documentation attached certifying the actual exchange rate of currency during the trip. Please visit www.oanda.com or www.xe.com or other online currency conversion websites for assistance with obtaining exchange rates and conversions.
Travel Outside of the United States and Canada: Travel outside of the United States and Canada generally follows the same procedures as out of state travel with the following exceptions:
- The appropriate Dean and Vice President must sign the "Request for Out of State Travel" form prior to the trip. The Provost will approve all faculty requests and all others should be submitted to the Executive Vice President for Administration;
Travelers must file travel documents and a complete itinerary, along with evidence of the approval of the appropriate Dean/AVP and Provost/Vice President, with the Center for International Education no fewer than 30 days in advance of international travel. If the Traveler is supervising students during international travel, appropriate travel documentation must be completed for each student. Failure to complete the reporting process with the Center for International Education may result in travel being prohibited or non-reimbursement of travel expenses. Violations may result in taxable income to the traveler.
- Meal reimbursement is based on actual expenses, not per diem.
- You must submit original receipts, including meal receipts, with the travel voucher; and,
- All amounts shown on the travel voucher must be in U.S. funds. All receipts must be converted to U.S. funds with documentation attached certifying the actual exchange rate of currency during the trip. Please visit www.oanda.com or www.xe.com or other online currency conversion websites for assistance with obtaining exchange rates and conversions.
Reimbursement of Travel Expenses
A Travel Expense Voucher must be properly completed and documented, inclusive of the entire travel period, properly approved and forwarded to the University Accounts Payable office as soon as possible but no later than 60 days. Travelers should be aware that Internal Revenue Service (IRS) regulations (26 CFR 1.62-2) require that Travelers report all travel expenses accurately and completely within 60 days or the amount will be treated as personal wages on the Traveler’s IRS Form W-2. Travelers must include sufficient documentation as described herein (or original documentation as required herein) to support the amount, time, place, and business purpose of the travel expense. Travel expenses that are not accurately and completely reported are required to be included as personal wages on the Traveler’s IRS Form W-2.
Travel voucher forms are generally updated at the beginning of each quarter. You should ensure that the correct form for the appropriate time period is completed. The forms can be found at http://forms.eku.edu/ or here.
Please do not split one trip between two separate vouchers. If more than one source of funding is used for a trip, the one travel voucher should include all budget account numbers to be charged along with the appropriate financial managers' signatures. If the mileage rate has changed during your trip, then Accounting & Financial Services will make the necessary corrections when your voucher is processed.
Vouchers must include documentation for all expenses incurred during the trip whether paid by EKU or by the traveler. For example, if your lodging was paid with an EKU pro card, you will still need to submit a copy of the paid hotel folio. If you personally paid for airport parking, then you will submit the original parking receipt in order to be reimbursed.
A Travel Expense Voucher must be submitted even when all travel expenses are paid with a University procurement card.
Since Accounting & Financial Services archives electronic images of all travel requests, all receipts and documentation smaller than 8 1/2 x 11 must be taped down on a sheet of 8 1/2 x 11 paper in order to facilitate the scanning process. Do not use highlighter and do not tape over any printed information on the receipts as both can degrade the print on the document to the point where it is illegible.
You are encouraged to use the University's pro card in order to minimize your out of pocket expenses.
The travel voucher must be signed by the traveler, the traveler's supervisor, and the financial manager of the budget(s) being charged.
Vouchers are processed on a first-in, first-out basis generally within ten (10) business days of their receipt in Accounting & Financial Services. Paperwork that is submitted without all required documenation will not be processed until the documentation has been received.
Travelers shall use the most economical, standard transportation available and the most direct and usually-traveled routes. Expenses added by the use of other transportation or routes shall be assumed by the individual.
For city travel, employees are encouraged to use buses and subways. Taxi fare shall be allowed if more economical transportation is not feasible.
Commercial airline travel shall be the lowest negotiated coach or tourist class. Additional expense for first-class travel or other upgrades shall not be reimbursed by the University.
State owned vehicles with their credit cards may be used for state business travel if available and feasible. Mileage payment shall not be claimed if state-owned vehicles are used.
Rental vehicles may be used only for Approved Business (as defined in the Motor Vehicle Use Regulation). All drivers of rental vehicles must qualify under University’s Motor Vehicle Use Regulation.
Vehicle rentals for Approved Business are covered by the University’s automobile insurance policy in generally the same way as coverage is provided for University-owned vehicles. Various forms of insurance (Collision Damage Waiver [CDW], Loss Damage Waiver [LDW], Physical Damage Waiver [PDW], Liability Insurance Supplement [LIS], Personal Accident Insurance [PAI], Personal Effects Coverage [PEC], etc.) if purchased from the rental agency by the Traveler are neither authorized nor payable as an approved University travel expenditure.
When renting a vehicle, ensure that Eastern Kentucky University is listed as the lessee (i.e. "Eastern Kentucky University / Jane Doe").
Employees should seek the most practical and economical vehicle for rental.
The use of or rental of fifteen (15)-passenger vans is not permitted.
When returning a rental vehicle, please adhere to the rental agency’s policy regarding refueling and do not purchase fuel through the rental agency.
Mileage claims for the use of privately-owned vehicles shall be allowed if a state vehicle was not available or feasible.
Mileage reimbursement rates are established on a sliding scale according to the AAA Daily Fuel Gauge Report average retail fuel cost for Kentucky. The rate is adjusted quarterly on July 1, October 1, January 1, and April 1.
The current mileage rate and history is maintained on the Kentucky Finance and Administration Cabinet's website under "State Employee Travel."
Mileage claims, based on official mileage maps, must be more economical than alternate means of transportation, including vehicle rental and air transportation. Please attach an airfare and rental car quote to your Out of State Travel Request form.
Mileage commuting between home and workstation will not be reimbursed.
If an employee's point of origin for travel is the employee's residence, mileage will be paid for the shorter of the mileage between:
- Residence and travel destination; or
- Workstation and travel destination.
If an employee's point of origin for travel is the employee's workstation, and after proceeding to a travel destination, the employee's final destination is the employee's residence, mileage will be paid for the shorter of mileage between:
- Residence and travel destination; or
- Workstation and travel destination.
Lodging shall be the most economical, as determined by considering the location of the lodging. Reimbursement is made for actual expense incurred including tax but cannot exceed the single room rate. Traveler must attach a hotel folio as well as proof of payment to the travel voucher.
Subsistence Per Diem Rate:
Subsistence per diem is paid when the Traveler’s authorized work requires an overnight stay and a travel destination of more than 40 miles away (one way) from the Traveler’s Regular University Workstation or home, whichever is less. Lodging receipts are required to substantiate an overnight stay.
The University subsistence per diem rate for Approved Travel meals, including associated taxes and gratuity (no more than 20% of the cost of the meal), is $30 for low rate travel areas and $36 high rate travel areas. The University will prorate the subsistence per diem rate for departure days and return days as shown by the chart below:
Subsistence Per Diem Chart Travel Days
High Rate *
*High rate travel areas:
Receipts are not required for subsistence per diem reimbursements.
Meal expenses that exceed the subsistence per diem rate are the personal responsibility of the Traveler.
There is no subsistence per diem for meals included in the cost of lodging, conference or meeting registration expenses, or otherwise provided at no cost to the Traveler as part of the event. Travelers must deduct all included meals from the subsistence per diem rate as follows:
Low rate areas: $7 for breakfast, $8 for lunch, and $15 for dinner
High rate areas: $8 for breakfast, $9 for lunch, and $19 for dinner
For international business travel meals, the reimbursement rate is the actual meal costs substantiated by an original, itemized receipt. Expenses associated with travel to Canada will be treated the same as travel in the U.S. Credit card receipts without itemization are not acceptable documentation. If the Traveler does not submit original, itemized receipts, then the Traveler will be reimbursed at the subsistence per diem rate of $36.
The purchase of alcoholic beverages is not a permitted reimbursable expense and will not be paid or reimbursed by the University.
Travelers attending a function such as a luncheon or dinner meeting may be reimbursed for the actual meal cost instead of subsistence per diem when the employee’s attendance is required. The Traveler must submit with the travel voucher the original, itemized receipt for the meal and a memorandum from his or her supervisor noting the employee’s required attendance.
Employees chaperoning student group travel that does not include an overnight stay and who are required to remain on duty during a group meal may be reimbursed at 75% of the Away Day subsistence per diem rate.
Students traveling on University activities with faculty and staff may be exempt from the subsistence per diem limits. Exemptions must be reasonable and justifiable and must be substantiated with original, itemized receipts.
Departmental pro-cards can be used to pay registration fees when credit card payments are accepted by the vendor. If the registration amount exceeds the limit on the departmental pro-card, please contact the Pro Card Administrator for assistance.
Registration fees can also be paid by University check. Complete a direct pay request and submit it along with the completed registration form to Accounting & Financial Services, Coates CPO 3A. If the vendor does not have an EKU ID number, please have them complete a W9 form and submit it along with the direct pay request. Please submit your request in a timely manner so that a check can be processed and mailed to the vendor before any deadline. Requests are generally processed within ten (10) business days of their receipt in Accounting.
Registration fees prepaid by the University, either by check or pro card, should be listed on the travel voucher under "Prepaid Expense Items." Please attach supporting documentation.
Travelers may elect to pay registration fees out of their personal funds. In order to be reimbursed for this expense, please list the amount on the travel voucher under "Other Expense Items" and attach your receipt and supporting documentation.
You cannot be reimbursed for registration expenses until after the event for which you have registered has occurred. Travelers are encouraged to use the University pro card or University checks to limit their out of pocket expenses.