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<p class="MsoNormal"><o:p> </o:p></p>
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<div>
<p class="xmsonormal"><b><i><span style="font-size:12.0pt;font-family:"Verdana",sans-serif">To UO travelers and their delegates and travel arrangers – Please share this widely with your units and travelers:</span></i></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:14.0pt;font-family:"Verdana",sans-serif"> </span></b><o:p></o:p></p>
<p class="xmsonormal"><b><u><span style="font-size:12.0pt;font-family:"Verdana",sans-serif">UO Business Travel Managed Travel Program</span></u></b><span style="font-size:14.0pt;font-family:"Verdana",sans-serif">
</span><span style="font-family:"Verdana",sans-serif">guidelines regarding airline ticket purchases and Concur Request:</span><o:p></o:p></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l5 level1 lfo1;background:white">
<![if !supportLists]><span style="font-size:10.0pt;line-height:105%;font-family:Symbol;color:#333333"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:12.0pt;line-height:105%;font-family:"Verdana",sans-serif;color:black">Concur
<u>Request is required</u> for pre-approval of all UO business travel.</span></b><span style="font-size:12.0pt;line-height:105%;font-family:"Verdana",sans-serif;color:black">
</span><span style="font-size:12.0pt;line-height:105%;font-family:"Verdana",sans-serif;color:#333333">Concur Request<b>
</b>captures the travel destination and dates and allow the university to execute duty of care for its travelers.</span><span style="color:#333333"><o:p></o:p></span></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l5 level1 lfo1">
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</span></span></span><![endif]><b><span style="font-size:12.0pt;line-height:105%;font-family:"Verdana",sans-serif">All UO business airfare
<u>must be purchased either through the traveler’s</u> <u>assigned UO travel agency</u> or the
<u>Concur online booking tool using the UO airfare credit card</u>. </span></b><span style="font-size:12.0pt;line-height:105%;font-family:"Verdana",sans-serif">This allows for application of contract discounts, UO traveler benefits, and management of canceled
tickets.</span><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif"> </span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:14.0pt;font-family:"Verdana",sans-serif">Concur Resources</span></b><span style="font-family:"Verdana",sans-serif"> (button on the UO Travel website) provides Step-by-Step instructions for all tasks.
<a href="https://ba.uoregon.edu/travel/concur">https://ba.uoregon.edu/travel/concur</a>
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Verdana",sans-serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif">Request:</span></b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:0in;line-height:105%;mso-list:l3 level1 lfo2">
<span style="font-family:"Verdana",sans-serif">How to Create a Request</span><o:p></o:p></li><li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:0in;line-height:105%;mso-list:l3 level1 lfo2">
<span style="font-family:"Verdana",sans-serif">TMC Booking – Notify the TMC of a Request Approval</span><o:p></o:p></li><li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:8.0pt;line-height:105%;mso-list:l3 level1 lfo2">
<span style="font-family:"Verdana",sans-serif">How to Request Approval if Airfare Price Increases Before Ticketing</span><o:p></o:p></li></ul>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif">Travel:</span></b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:0in;line-height:105%;mso-list:l6 level1 lfo3">
<span style="font-family:"Verdana",sans-serif">Booking Travel from an Approved Request</span><o:p></o:p></li><li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:8.0pt;line-height:105%;mso-list:l6 level1 lfo3">
<span style="font-family:"Verdana",sans-serif">Trip Library – to see your Upcoming Trips and Archive of completed trips for itinerary and receipts</span><o:p></o:p></li></ul>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif">Expense:</span></b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:8.0pt;line-height:105%;mso-list:l1 level1 lfo4">
<span style="font-family:"Verdana",sans-serif">Create an Expense Report</span><o:p></o:p></li></ul>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif">Concur Profile Maintenance
</span></b><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:0in;line-height:105%;mso-list:l0 level1 lfo5">
<span style="font-family:"Verdana",sans-serif">Travelers – review Onboarding checklist to complete required personal information and assign delegates and travel arrangers</span><o:p></o:p></li><li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:8.0pt;line-height:105%;mso-list:l0 level1 lfo5">
<span style="font-family:"Verdana",sans-serif">Service Portal template</span><o:p></o:p></li></ul>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif">Approval:</span></b><span style="font-family:"Verdana",sans-serif">
</span><o:p></o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:0in;line-height:105%;mso-list:l2 level1 lfo6">
<span style="font-family:"Verdana",sans-serif">How to Approve a Request or an Expense Report</span><o:p></o:p></li><li class="xmsolistparagraph" style="margin-top:0in;margin-bottom:8.0pt;line-height:105%;mso-list:l2 level1 lfo6">
<span style="font-family:"Verdana",sans-serif">Setting up a Back-up Approver</span><o:p></o:p></li></ul>
<p class="xmsonormal"><b> </b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Verdana",sans-serif">Other Tips:</span></b><o:p></o:p></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l4 level1 lfo7">
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</span></span></span><![endif]><span style="font-family:"Verdana",sans-serif">Be sure to check the Travel Resources button to view all UO Unused Tickets available for future travel credit.
<a href="https://ba.uoregon.edu/travel/travel-resources">https://ba.uoregon.edu/travel/travel-resources</a> Check with your TMC to see if there are
<i><u>any</u></i> available UO credits for your flight.</span><o:p></o:p></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l4 level1 lfo7">
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</span></span></span><![endif]><span style="font-family:"Verdana",sans-serif">Start your travel planning early in the day and early in the week to allow time to create your Request and submit for departmental approval.
</span><o:p></o:p></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l4 level1 lfo7">
<![if !supportLists]><span style="font-size:10.0pt;line-height:105%;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Verdana",sans-serif">Your Travel Agent must have a copy of the
<b>Print Report </b>of your approved Request to ticket. See Concur Resources, Request, TMC Booking – Notify the TMC of a Request Approval.
</span><o:p></o:p></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l4 level1 lfo7">
<![if !supportLists]><span style="font-size:10.0pt;line-height:105%;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Verdana",sans-serif">Many tickets hold for 24 hours, some less, some are instant purchase. You must send the print report of your Approved Request to your TMC to ticket. Be sure you have entered the sufficient
amount for your airfare purchase. The TMC may only charge the UO card for that amount.</span><o:p></o:p></p>
<p class="xmsolistparagraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:1.5in;text-indent:-.25in;line-height:105%;mso-list:l4 level1 lfo7">
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</span></span></span><![endif]><span style="font-family:"Verdana",sans-serif">If you are adding
<b>personal travel,</b> you <u>must</u> attach <b>comparison quotes</b> for <u><span style="color:black">both</span></u> your personal and your business itineraries to your Request. If your personal travel is more expensive, you must work with the TMC to arrange
for a split ticket and charge the overage to your personal credit card. Contact the UO Travel Office with questions:
<a href="mailto:travel@uoregon.edu">travel@uoregon.edu</a> ** 541-346-3100</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:10.5pt;color:black"><img border="0" width="210" height="40" style="width:2.1875in;height:.4166in" id="x_Picture_x0020_1" src="cid:image003.png@01D777CC.A5ACADB0"></span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Constantia",serif;color:#1F497D">Laurie Jacoby</span><span style="font-size:13.5pt;font-family:"Constantia",serif;color:#1F497D"><br>
</span><span style="font-family:"Constantia",serif;color:#1F497D">Travel Manager <br>
Business Affairs Office <br>
University of Oregon </span><u><span style="font-family:"Constantia",serif;color:blue"><br>
</span></u><span style="font-family:"Constantia",serif;color:#1F497D"><a href="mailto:lajacoby@uoregon.edu">lajacoby@uoregon.edu</a>
<br>
541-346-3158 </span><o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-size:14.0pt;font-family:"Constantia",serif;color:black">**
</span></i><i><span style="font-family:"Constantia",serif;color:#1F497D;background:white"> <b>If your travel involves human subjects research, please do not disclose any information that is protected under UO Policy and other Regulations </b></span></i><i><u><span style="font-family:"Constantia",serif;color:#0563C1;background:white"><a href="http://rcs.uoregon.edu/content/regulations-and-uo-policy">http://rcs.uoregon.edu/content/regulations-and-uo-policy</a></span></u></i><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Constantia",serif;color:#1F497D"> </span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Constantia",serif;color:#1F497D">Travel Office/Concur Help Desk: Phone: 6-3100 *** Email:
<a href="mailto:travel@uoregon.edu">travel@uoregon.edu</a></span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Constantia",serif;color:#1F497D"> </span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:14.0pt;font-family:"Constantia",serif;color:#1F497D">TravelNews Opt In for Travel and Concur tips: <a href="https://lists-prod.uoregon.edu/mailman/listinfo/travelnews">https://lists-prod.uoregon.edu/mailman/listinfo/travelnews</a>
</span></b><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
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