revised travel guidelines & procedures finance. course outcomes understand – basic travel...
TRANSCRIPT
![Page 1: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/1.jpg)
Revised Travel Guidelines & Procedures
Finance
![Page 2: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/2.jpg)
Course Outcomes
• Understand – Basic Travel Guidelines– Per Diem Includes?
• Demonstrate how to complete a Travel Authorization?
• Demonstrate how to complete Travel Settlement?
![Page 3: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/3.jpg)
Travel Guidelines
• District Responsibility – Train Employees on Travel Regulation & Guidelines
• Employee Responsibility– Employee ensure travel complies with travel rules
and laws– Review Travel Guidelines– Review Travel Policy
![Page 4: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/4.jpg)
Travel Guidelines
• Overnight Travel– A district employee is entitled to be reimbursed
for lodging, meal and incidental expense incurred while conducting official district business at a duty point outside of his or her designated headquarters. The amount and specifics of the reimbursement are described in this section.
![Page 5: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/5.jpg)
Per Diem Rate Includes?
Food Hotel Incidentals (i.e. Tipping)
![Page 6: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/6.jpg)
General Services Administration (GSA)Meal Breakdown
![Page 7: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/7.jpg)
• Meal Breakdown (partial excerpt from www.gsa.gov)
M&IE Total $46 $51 $56 $61 $66 $71Continental Breakfast/Breakfast
$7 $8 $9 $10 $11 $12
Lunch $11 $12 $13 $15 $16 $18Dinner $23 $26 $29 $31 $34 $36Incidental Expenses $5 $5 $5 $5 $5 $5
Meal Allowance must cover meal, gratuity & sales tax
![Page 8: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/8.jpg)
General Services Administration (GSA)Lodging Rates
SEARCH BY STATE
Find Rates for:
![Page 9: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/9.jpg)
Authorization Process
Checklist Complete Travel Cost Estimator
Complete & Submit Travel Authorization
Scan & Send Documents to
Ms. Klarisa Brown
![Page 10: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/10.jpg)
Settlement Process
Complete & Submit Travel Settlement to Ms. Klarisa Brown
Submit all Required Receipts within 5 days
of Travel
Failure to complete Settlement Form may
result in payroll deduction of advance
travel funds
Review Post Travel Checklist
![Page 11: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/11.jpg)
Travel Cost Estimator Workbook includes:
Meal Calculator Cost Estimator
GSA Maximum Allowable Per Diem RatesMileage Rates
Texas Hotel Tax RatesTravel Authorization Form
Settlement Form
![Page 12: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/12.jpg)
If you cannot see the tabs, check the Xs at the top right.
If there are not two Xs side by side, the inside must be maximized.
Double-click on this bar.
![Page 13: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/13.jpg)
Meal CalculatorType in the GSA Per Diem Rate
Enter the Dates of Travel
Put an X next to any meal that has been provided by the conference. Total Meals Allowed
will calculate automatically and fill in the cost estimator
Print page to attach to Travel Form
Once Date is entered, the daily allowable rate will calculate in the $$$ Allowed column
![Page 14: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/14.jpg)
Filling in the Travel Cost Estimator• Meal Calculation
– Go to the Meal Calculator tab• Meal Calculator
– Go the GSA Rates tab– Find the State and City traveling to
• If the City and State are not listed, use the Standard CONUS Rate
– Enter the MI&E Rate into the Meal Per Diem Rate Line– Enter the dates of travel under Dates– Place an X next to any meals that are provided by the
conference/class• Continental Breakfast is NOT counted as a meal
– Meals will calculate automatically and be carried over to the Cost Estimator
![Page 15: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/15.jpg)
To get the GSA Per Diem Rate, go to the GSA Rates tab
![Page 16: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/16.jpg)
GSA Maximum Per Diem Rates
Find the State and City (or County) you are traveling to
The MI&E Rate will be used as the Meal Rate on the Meal Calculator
If City/County are not listed, use the Standard CONUS Rate
![Page 17: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/17.jpg)
After filling out the Meal Calculator, Select the Estimator tab
![Page 18: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/18.jpg)
Cost EstimatorUse Meal Calculator
Automatically Calculates
Automatically Calculates when the Airfare RQ/PO number is entered.
![Page 19: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/19.jpg)
Filling in the Travel Cost Estimator• Hotel
– Please only use the Conference/Convention Hotel box OR the Hotel Rate box, NOT both
– Conference/Convention Hotel• Enter the hotel rate per night if you are staying at a conference hotel• If utilizing Grant funds to travel, the maximum allowable hotel rate that can be
paid by the Grant is the GSA rate (see above)– 199 Budget MUST be included on 910 Form for ALL grant travel
• Local (199) funds may be used for the portion that is over the GSA rate, if any (Only allowed for conference hotels at the conference rate)
• Conference hotel rate information MUST be provided with the 910
– Hotel Rate• Enter the hotel rate – the maximum per night allowable is the GSA rate (see
above)
– Hotel Tax Rate• Will need to call the Hotel for the exact rate• DISD does NOT pay Texas State Occupancy Tax
![Page 20: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/20.jpg)
Go to the Texas Hotel Tax Rates tab
![Page 21: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/21.jpg)
Filling in the Travel Cost Estimator
• Hotel Tax Rate– Approximate Rates for Texas Cities
• Abilene – 9% Kerrville – 7%• Austin – 9% Laredo – 8%• Dallas – 9% Lubbock – 7%• Corpus Christi – 9% Round Rock – 7%• El Paso – 9.5% San Angelo – 7%• Fort Worth – 9% San Antonio – 10.75%• Galveston – 9% Waco – 7%• Houston – 11% Wichita Falls – 7%
![Page 22: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/22.jpg)
Go to the Mileage Rates tab
![Page 23: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/23.jpg)
Filling in the Travel Cost Estimator
• Privately Owned Vehicle– Mileage
• $0.565/mile
– To/From Airport• $XX.XX to DFW• $XX.XX to Love Field
![Page 24: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/24.jpg)
Filling in the Travel Cost Estimator
• Registration– Enter the amount of the Conference/Class – will
not be advanced to traveler
![Page 25: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/25.jpg)
Filling in the Travel Request
• Information to include with the form before travel: – Itinerary– Registration Form– Cost Estimator(Cost Estimator/Travel Form 910)– Meal Calculator(Cost Estimator/Travel Form 910)– Mileage Rate sheet (Cost Estimator/Travel Form 910)– GSA Per Diem Rates (Cost Estimator/Travel Form 910)– Conference Hotel/Hotel Rate Information (examples on
Travel website)– Conference Agenda
![Page 26: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/26.jpg)
Filling int the Budget Account Numbers
• Travel Information– Budget Account Numbers
• Ensure the Budget number is correct and complete• Ensure Budget number is strung• Ensure Funds are available in the Budget number• If traveling utilizing Grant funds, please include a Local
(199) budget
![Page 27: Revised Travel Guidelines & Procedures Finance. Course Outcomes Understand – Basic Travel Guidelines – Per Diem Includes? Demonstrate how to complete](https://reader030.vdocuments.net/reader030/viewer/2022032600/56649db45503460f94aa5490/html5/thumbnails/27.jpg)
Take-Aways
• Plan (15 days prior to business trip)• Review Pre Trip Checklist • Know your Budget Amount• Review Post Trip Checklist
– Submit all required receipts– Boarding Passes– Conference Agendas