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TRAVEL TRAINING University of Hawai ‘ i at Hilo July 5, 2006 TRAVEL RATES TRAVEL RATES Travel rates are established by collective bargaining agreements or by law. The University allows its travelers to be compensated in accordance with collective bargaining unit agreement rates.

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TRAVEL TRAINING

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TRAVEL TRAINING

University of Hawai‘i at Hilo

July 5, 2006



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TRAVEL RATES

  • Travel rates are established by collective bargaining agreements or by law.

  • The University allows its travelers to be compensated in accordance with collective bargaining unit agreement rates.


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TRAVEL RATES

  • As a guide, the Disbursing Office has compiled two travel matrixes for the different bargaining units to assist preparers in processing travel documents for travelers of the different bargaining units.

  • The travel matrixes are broken up into two groups: Non Bargaining Unit 07 and Bargaining Unit 07, (and their corresponding excluded Units).


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TRAVEL RATES

Note: If there is a conflict between the University’s APM and the provisions of a collective bargaining agreement, the provisions of the collective bargaining agreement will have precedence.


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INTRA-STATESAME DAY TRAVEL


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INTRA-STATE SAME DAY

What are the differences between Non BU 07 and BU 07?

NON BU 07

Per Diem: $80.00 for BU 08 and 68 only

M&IE: $20 Flat Rate for all other Non BU 7’s

Lodging: N/A

BU 07

Per Diem: None

M&IE: $20 Flat Rate

Lodging: N/A


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  • BU 08 & BU 68 travelers are entitled to $80.00 per diem, calculated on quarter days.


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BU 8 and 68

Example: If the business day is calculated as .50, the traveler is entitled to $80.00 x .50 = $40.00. There is no M&IE for BU 08 and BU 68.



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Non BU 07 (excluding 08 and 68) rate M&IE.

Example: if the business day is calculated as .50, the traveler is entitled to the full $20.00 M&IE. This is not calculated on quarter days. There is no per diem.



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BU 07 rate M&IE.

Example: if the business day is calculated as .50, the traveler is entitled to the full $20.00 M&IE. This is not calculated on quarter days. Receipts are no longer required. There is no per diem.


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INTRA-STATE rate M&IE. OVERNIGHT TRAVEL


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INTRA-STATE OVERNIGHT rate M&IE.

What are the differences between Non BU 07 and BU 07?

NON BU 07

Per Diem: $80.00 x Qtr. Days

M&IE: $30.00 x Qtr. days

Lodging: $50.00 per day

Excess Lodging: Reimbursement of actual lodging (receipts required & prior approval)

BU 07

Per Diem: None

M&IE: OCONUS FAR or Flat rate < FAR x Qtr. days

Lodging: Actual lodging not to exceed OCONUS FAR (receipts required)

Excess Lodging: Reimbursement of actual lodging > FAR may be requested on an exception basis (receipts required)



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Non BU 07 rate M&IE.

  • Per diem is calculated on quarter days. Example: If the total business days are calculated as 1.50 (with no excess lodging), the traveler is entitled to $80.00 x 1.50 = $120.00.


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  • If the traveler is claiming rate M&IE. excess lodging the corresponding M&IE allowance of $30.00 is calculated separately. Any excess travel time is calculated as per diem (based on quarter days).


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Non BU 07 rate M&IE.

Example:

If the total business days is calculated as 1.50 and the traveler claims 1 day of excess lodging, the traveler is entitled to: 1 day excess lodging (based on actual receipt), 1 day M&IE ($30.00), and .50 days x $80.00 per diem = $40.00.


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  • M&IE is based on business days. Travelers are entitled to the OCONUS Federal Allowable Rate (FAR).


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  • Excess lodging may be requested on an exception basis provided that: 1) The excess lodging request is approved in advance, 2) the excess lodging is fair and reasonable.


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BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 1.50 and the traveler claims 1 day of lodging or excess lodging, the traveler is entitled to: 1 day of lodging or excess lodging (based on actual receipt), and 1.50 days of M&IE.


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INTRA-STATE not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required. SAME ISLAND TRAVELNO OVERNIGHT


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INTRA-STATE not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required. SAME ISLAND TRAVELOVERNIGHT


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INTRA-STATE SAME ISLAND OVERNIGHT not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

What are the differences between Non BU 07 and BU 07?

NON BU 07

Per Diem: $80.00 x Qtr. Days

M&IE: $30.00 x Qtr. days

Lodging: $50.00 per day

Excess Lodging: Reimbursement of actual lodging (receipts required & prior approval)

BU 07

Per Diem: None

M&IE: OCONUS Far or Flat rate < Far x Qtr. days

Lodging: Actual lodging not to exceed OCONUS FAR (receipts required)

Excess Lodging: Reimbursement of actual lodging > FAR may be requested on an exception basis (receipts required)


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Non BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

  • Per diem is calculated on quarter days. Example: If the total business days are calculated as 2.50 (with no excess lodging), the traveler is entitled to $80.00 x 2.50 = $200.00.


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  • If the traveler is claiming not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required. excess lodging the corresponding M&IE allowance of $30.00 is calculated separately. Any excess travel time is calculated as per diem (based on quarter days).


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Non BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 2.50 and the traveler claims 2 days of excess lodging, the traveler is entitled to: 2 days excess lodging (based on actual receipt), 2 days M&IE ($30.00 each day), and .50 days x $80.00 per diem = $40.00.


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  • M&IE is based on business days. Travelers are entitled to the OCONUS Federal Allowable Rate (FAR).


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  • Excess lodging may be requested on an exception basis provided that: 1) The excess lodging request is approved in advance, 2) the excess lodging is fair and reasonable.


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BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 2.50 and the traveler claims 2 days of lodging or excess lodgings, the traveler is entitled to: 2 days of lodging or excess lodging (based on actual receipt), and 2.50 days of M&IE.


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OUT OF STATE not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required. U.S. & TERRITORIES


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OUT-OF-STATE - U.S. & TERRITORIES not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

  • What are the differences between Non BU 07 and BU 07?

NON BU 07

Per Diem: $130.00 x Qtr. days

M&IE: $45.00 x Qtr. days

Lodging: $85.00 per day

Excess Lodging: Reimbursement of actual lodging (receipts required & prior approval)

BU 07

Per Diem: None

M&IE: CONUS/OCONUS Far or Flat rate < Far x Qtr. days

Lodging: Actual lodging not to exceed CONUS/OCONUS FAR (receipts required)

Excess Lodging: Reimbursement of actual lodging > FAR may be requested on an exception basis (receipts required)


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Non BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

  • Per diem is calculated on quarter days. Example: If the total business days are calculated as 3.25 (with no excess lodging), the traveler is entitled to $130.00 x 3.25 = $422.50.


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  • If the traveler is claiming not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required. excess lodging the corresponding M&IE allowance of $45.00 is calculated separately. Any excess travel time is calculated as per diem (based on quarter days).


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Non BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 3.25 and the traveler claims 3 days of excess lodging, the traveler is entitled to: 3 days excess lodging (based on actual receipt), 3 days M&IE ($45.00 each day), and .25 days x $130.00 per diem = $32.50.


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  • M&IE is based on business days. Travelers are entitled to the CONUS or OCONUS Federal Allowable Rate (FAR).


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  • Excess lodging may be requested on an exception basis provided that: 1) the excess lodging request is approved in advance, 2) the excess lodging is fair and reasonable.


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BU 07 not to exceed the CONUS or OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 3.25 and the traveler claims 3 days of lodging or excess lodging, the traveler is entitled to: 3 days of lodging or excess lodging (based on actual receipt), and 3.25 days of M&IE.


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OUT OF STATE not to exceed the CONUS or OCONUS Federal Allowable Rate (FAR). Receipts are required. FOREIGN


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OUT-OF-STATE - FOREIGN not to exceed the CONUS or OCONUS Federal Allowable Rate (FAR). Receipts are required.

What are the differences between Non BU 07 and BU 07?

NON BU 07

Per Diem: $130.00 x Qtr. days

M&IE: $45.00 x Qtr. days

Lodging: $85.00 per day

Excess Lodging: Reimbursement of actual lodging (receipts required & prior approval)

BU 07

Per Diem: None

M&IE: OCONUS Far or Flat rate < Far x Qtr. days

Lodging: Actual lodging not to exceed OCONUS FAR (receipts required)

Excess Lodging: Reimbursement of actual lodging > FAR may be requested on an exception basis (receipts required)


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Non BU 07 not to exceed the CONUS or OCONUS Federal Allowable Rate (FAR). Receipts are required.

  • Per diem is calculated on quarter days. Example: If the total business days are calculated as 4.75 (with no excess lodging), the traveler is entitled to $130.00 x 4.75 = $617.50.


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  • If the traveler is claiming not to exceed the CONUS or OCONUS Federal Allowable Rate (FAR). Receipts are required. excess lodging the corresponding M&IE allowance of $45.00 is calculated separately. Any excess travel time is calculated as per diem (based on quarter days).


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Non BU 07 not to exceed the CONUS or OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 4.75 and the traveler claims 4 days of excess lodging, the traveler is entitled to: 4 days excess lodging (based on actual receipt), 4 days M&IE ($45.00 each day), and .75 days x $130.00 per diem = $97.50.


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  • M&IE is based on business days. Travelers are entitled to the OCONUS Federal Allowable Rate (FAR).


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  • Excess lodging may be requested on an exception basis provided that: 1) The excess lodging request is approved in advance, 2) the excess lodging is fair and reasonable.


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BU 07 not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.

Example:

If the total business days is calculated as 4.75 and the traveler claims 4 days of lodging or excess lodgings, the traveler is entitled to: 4 day of lodging or excess lodging (based on actual receipt), and 4.75 days of M&IE.


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MILEAGE not to exceed the OCONUS Federal Allowable Rate (FAR). Receipts are required.


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  • If the Federal Allowable rate for mileage changes, Non BU 07 employees do not automatically receive the new rate. Any changes to mileage rates for Non BU 07 employees can only be accomplished through Amendments to their respective BU agreements.


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  • Unlike Non BU 07, if the Federal Allowable rate for mileage changes, BU 07 employees will receive the new rate. An amendment to the BU 07 Agreement is not required.


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eTravel $0.445 per mile.


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OVERVIEW $0.445 per mile.

  • eTravel is a very dynamic system which incorporates pull-down lists, lookup tables, and rules based on BU’s.

  • The FMIS - 4 is broken up into sections within eTravel (actions within sections and for the entire document).

  • Traveler Info

  • Itinerary

  • Expenses

  • Account Info

  • Uses a separate system called Profiler and interfaces with Peoplesoft


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BASICS $0.445 per mile.

  • Destinations (determines type of itinerary used)

  • Intra-State, Same Day

  • Intra-State, Overnight

  • Out-of-State, U.S.

  • Out-of-State, Foreign

  • Mixed Destination (Intra-State, U.S., and/or Foreign


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ITINERARY TYPE $0.445 per mile.

  • Same Day (no lodging)

  • EZ (like 1040EZ, minimal data entry)

  • Itemized (multi-leg, detailed legs, connecting flights)


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ACCOUNTING METHOD $0.445 per mile.

  • Percentage Split Across Accounts

  • Manual Accounting

  • Non, No-Cost


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eTravel Exercises $0.445 per mile.


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PROFILER $0.445 per mile.


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QUESTIONS? $0.445 per mile.


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