2.0 Procedures 

2.1 Signature approval
As with the use of any GIT funds, faculty and staff are to use prudence and good business judgment when expending Research Corporation funds. Unit management is responsible for assuring the funds are used properly and has the responsibility and accountability for the use of funds consistent with all GIT and Research Corporation policies and procedures and applicable state and federal laws. Signature approval of the Expenditure Request Form submitted to the Research Corporations is necessary to indicate that the expenditure is consistent with any applicable restrictions imposed on the specific fund being used, in accordance with the purpose and mission of the Institute, and that adequate funds are available in the designated unit allocation or grant account to fund the expenditure. The approver must be the Dean, Vice President, or Director for the unit to which the allocation or grant was made or their authorized signature delegate.  Please see link below for Signature Authority Delegation Form that must be completed to delegate signature authority.

2.1 Expenditures processed through GIT
With the exception of expenses listed in section 2.2 below, business transactions financed by Research Corporation funds are to be processed through GIT in accordance with GIT policies and procedures using GIT systems. GIT procurement policies may be found at: https://policylibrary.gatech.edu/business-finance/purchasing-and-accounts-payable.

2.2 Expenditures processed through the Research Corporations
Unless permissible for payment by GIT under GIT policies, the following types of transactions may be submitted for direct payment by the Research Corporations using the GTRC & GTARC Unit Allocation and Grant Expenditure Request Form (see link to form below). All other transactions must be processed through GIT.

1. Business Meetings and Events in support of the GIT research enterprise.  Please reference the following GIT policy: Business and Finance 5.2.1.9 Procurement of Group Meals for Employees, Students, and Official Visitors 
2. Employee Moving Expenses in support of the GIT research enterprise.  Please reference the following GIT policy: http://policylibrary.gatech.edu/academic-affairs/relocation-assistance-policy.
3. Membership Dues and Conference Registrations in support of the GIT research enterprise.
4. Reimbursement of Tuition and Fees for GT employees.  Please reference the following GIT policy: Employee Benefits & Services | Policy Library | Georgia Institute of Technology | Atlanta, GA (gatech.edu)

2.3 Exceptions to expenditure process policies

Any exceptions to sections 2.1 and 2.2 of this policy must be approved by the Executive Vice President for Research in writing prior to the expenditure of funds.

2.4 Project expenditure reports
Project expenditure reports generated by the Controller’s Office and GTRI Accounting reflect financial activity recorded to both GIT and Research Corporation records. The transaction details and amount of expenditures paid directly by the Research Corporations will be reported to the GIT Controller’s Office and GTRI Accounting on a regular basis for entry into the GIT and GTRI accounting systems as "Other Memo" expenditures to provide account managers with financial reports that reflect total project costs. Project budget and expenditure reports for these accounts are available in the Workday financial system.

Visit the GTRC / GTARC Website (Services for Researchers) for: 

• Travel Services and Forms   

• Laboratory Relocation for New Researchers Form

• Expenditure Request Form

• Education Assistance and Tuition Reimbursements Information