JUNE 19, 2013 ATTENDEES WILL RECEIVE CREDIT FOR THE 2013 GEN016 TRAINING REQUIREMENT MID-YEAR 2013 TRAVEL WORKSHOP.

Slides:



Advertisements
Similar presentations
Presented by The Office of International Programs.
Advertisements

6/3/2014Travel-cko 1 New Coordinator Training Session Two CLOSING OUT A BUSINESS TRIP.
 IRS Regulations - $.560 per mile (eff 1/1/14)  From official travel base or point of departure – whichever is closer to destination  Multiple destinations.
WAKULLA COUNTY Travel & Expense Procedures Manual Workshop September 2, 2008.
Financial Services Travel Training June 24, 2014.
What You Need to Know To Ensure Compliance October 2014.
Highlights of Policy Changes  GTE System Users: ◦ May 1, 2012  Non-GTE System Users: ◦ No later than July 1, 2012 ◦ Non-GTE Systems Agencies are not.
ASP Travel Policies, Resource Links, and Publication Information Travel & Expenses Travel & Expenses Fly America Act Policy Fly America Act Policy Post-Travel.
December 5,  Concur Solutions  Changes in 2013  Customer Service  Travel Authorizations  Audit Findings  International Services  Conference.
Foreign Travel Update.
ETravel Authorization / Reimbursement Overview SOLAR Financials x 6685 July 8, 2014.
Accounts Payable Training Vendor Information & Voucher Preparation Revised 10/16/2014.
Definition of a Conference
Travel Advisory 2006 Claire Bellanti Director, Library Financial and Enterprise Services 2007.
June 16, 2010 GovTrip Notification of Foreign Travel Workshop.
UNC Charlotte Purchasing Card Program Presented to the Admin Forum by Kendra Cooks, Controller Brian Richardson, Assistant Director of Purchasing September.
ASP Travel Requirements, Policies, Resources and Reporting Pre-Travel Requirements ◊ Pre-Travel Requirements Fly America Act Policy ◊ Fly America Act Policy.
What You Need to Know To Ensure Compliance January 2015.
ETravel Valerie Zellmer Acting Center Implementation Project Manager Chris Johnson Center Business Process Lead.
Travel Reimbursement Presented by Ronald Sol, ERA Compliance Analyst C ASE STUDIES.
University Travel Card Annual Training Program Travel Card Coordinator Laverne Beasley Phone: (434) Note: All hyperlinks.
NOAA Financial Policy and Compliance Division 1.  Background  Purpose  Preapprovals  Validations 2.
Thank you for joining! The meeting will start shortly. If you have not yet joined by phone, please call the number shown on the screen to the right. Dial.
FOR TRAVELERS DECEMBER 11, 2013 Travel Requirements Briefing.
FOREIGN TRAVEL ORDER REVISION “D” IMPACT 6/11/2012.
Florida International University Changes to the University Travel Policy September 2007.
February 18, 2010 NBS Travel HPOCs. Page 2 Agenda  Project Status Update  Process for Obtaining NBS Assistance  Submitting a Help Desk Ticket  Non-Affiliate.
Travel Policy, Procedure & Practice Updates and Audit Issues 2006 – 2007.
JEFFERSON LAB Travel Update Seminar. Seminar F O C U S Approvals Needed to Travel Local Travel Foreign Travel Conference Attendance Electronic Expense.
1 Phil Weiss OCFO Training and Development What’s New in TREX 1.2! Aurora Pecoraro OCFO Business Systems Analysis.
Enhanced Travel Forms Package April 2015 Julie Hughes, Travel & Complex Payment Supervisor.
Financial Services Travel Training July 28, 2015.
STUDENT ORGANIZATION TRAINING TRAVEL PLANNING MODULE Effective August 8,
Tarleton Travel Cards By: Accounts Payable Department
Defense Travel Management Office Office of the Under Secretary of Defense (Personnel and Readiness) Department of Defense WELCOME T-225: Trip Changes &
Principals Business Meeting PDC, Room A3 October 10,
FACULTY ORIENTATION TUESDAY, AUGUST 19TH Welcome New Faculty!!!
Travel & P-Card Reminders College of Education. Travel Process Travel Authorization entered and approved prior to making any travel arrangements. Airfare.
ANNUAL TRAVEL WORKSHOP December 4, 2012 Attendees will receive credit for meeting the GEN016 Training Requirement.
TRAVEL PROCEDURES Presented By: Denise Matias, CAH October 1, 2014.
Travel Liaison Training- Part 1 City of Albuquerque.
 Card Administrators.  Standard Visa Card  Allows for quick and easy reservations to be made  Reduces the amount of money the traveler has to put.
Travel and Expense Module APPROVER TraininG
Special Expenses  Policy FMR-4D-01 is revised effective  Purposes for revision To align agency policy with state policy To align agency policy.
New Coordinator Training Session One PREPARING FOR TRAVEL 12/26/2015 Travel-cko 1.
Using the following information and answering some questions will help you prepare a Travel Authorization form customized for your trip. You will also.
Concur Training Session January Concur Training Introduction of Implementation Team Agenda What is Concur and what does it do? Getting Started Travel.
IExpense Module Training Presentation to Campus Community “It’s a great time to be a Hornet!”
Tarleton Travel Cards By: Accounts Payable Department
EXPENSE REPORT BASICS. GENERAL TRIP DATA Correspond dates and times with airfare flight times, allowing no more than 2 hours prior to departure and 1.
Travel or Conference Training Sponsored by Classified Senate.
Travel Department of Chemical & Materials Engineering
Travel Annual Training 2017
Melissa Nipper, BEAM Business Services Coordinator
2017 Annual Travel Coordinator Training
Travel Authorization -step by step-
Anna Fralikhina Radiology Business Office
Processing your Travel Claim
MyExpense Refresher Anna Fralikhina Radiology Business Office 12/06/16
Payroll Services Travel Training.
Guidelines Update: TRAVEL
Processing a Travel Claim
Importance? Work together for the benefit of our JLab staff traveler’s and visitor’s Minimize process flow time Back and forth exchange for information.
Submitting Foreign Travel.
Guide to the proactive publication of travel and hospitality expenses: Implementation of Bill C-58 for Crown corporations and wholly-owned subsidiaries.
Annual Traveler Briefing
Overnight/Out-of-town Travel Training
Annual Coordinator Workshop
Employee Travel Policy Updates
PMEA Fest/Festival Host Training
Presentation transcript:

JUNE 19, 2013 ATTENDEES WILL RECEIVE CREDIT FOR THE 2013 GEN016 TRAINING REQUIREMENT MID-YEAR 2013 TRAVEL WORKSHOP

AGENDA Introductions Travel policy changes & reminders Conference Guidance updates Selecting a seat on a flight in Rearden Medical Exceptions Foreign Travel updates Travel approval validation by CI Travel CI Travel updates

Policy Changes & Reminders (A-4b(ii) – Conference related expense reports limited to amount authorized on Travel Authorization Visa to re-enter U.S. after business travel documentation is in final draft. Consult Div. Admin – B3(a) – Use of foreign carriers may be considered if they meet FTR regulations. Esc/View/Switch Windows

Conference Guidance Updates Conference locked in DOE system based on Early- bird registration date Can’t add attendee’s after conference is locked “ATTENDEE” – requires written statement explaining reason for attending Reimbursements limited to amount approved on travel authorization.

How is Lock Date Determined? Determined by early registration date or event start date Once the lock date is reached a Lab is designated as the "Approval Package Preparer" by Office of Science (SC). The "Approval Package Preparer" gets about 3 days to prepare the paperwork and send it to SC for review SC takes about 2 days to review the package, assign a "Program Director Approver" like NP, and send the package forward for their review. Program Director Approver" wants 14 days to review and approve before sending the package to the Deputy Secretary's office Deputy Secretary wants 45 days prior to the early registration date to review the package and approve the conference So, let's say the early registration date is June 30, Lock date must be set 64 days ( ) prior to paying the registration fee Lock date would be set by the reporting system for 4/28 which was only 64 days before early bird registration.

Why does there need to be so much time? Assume there is an event in October, DOE wants us to keep costs down by taking advantage of early bird registration, however No costs can be incurred, including the registration fee, without conference approval When the lock date is reached no more attendance can be reported to DOE. This gives DOE time to get conference approval -

SEE TRAVEL WEBPAGE TRAVEL RESERVATIONS TAB SEAT SELECTION INSTRUCTIONS SELECTING A SEAT THROUGH REARDEN

TRIPS THAT ARE CANCELED remove any cost not already incurred explain any cost still remaining in the notes/comments section re-submit the trip Once approved, CANCEL the trip If the cost is now -0- send an to travelS so the trip can be archived.

Foreign Travel Routing Templates  If KA is the beginning of Proj route to John Kogut, SC25  After Carol – remove Gloria – add Eve Turner TA releases for foreign sensitive country travel  After country clearance and Head of Org approval Personal travel exceeds business travel  Explanation on Sect. II – Line 29 “Personal travel exceeds business travel. Traveler paying R/T airfare to (country name).

CI TRAVEL APPROVAL VALIDATION Airfare booked through Rearden or with Veronica Trip number identified to purchase ticket Airline ticket change justification approval needed TA system approval validation is conducted by CI Travel  Name of traveler  Dates of travel  Airfare cost is correct (airfare + service charge)  Trip in SUBMITTED status