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Travel Rules Kristin Ellis & Amanda Kenner. Agenda. Introductions New in Travel Issues We Have Seen General Rules Websites Discussion Format for Questions. Travel Facts. Total NYS spending on travel: $44,382,049 on the travel card $73,466,244 in reimbursements to travelers
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Travel Rules Kristin Ellis & Amanda Kenner
Agenda • Introductions • New in Travel • Issues We Have Seen • General Rules • Websites • Discussion • Format for Questions Office of Operations 2009 Fall Conference
Travel Facts Total NYS spending on travel: • $44,382,049 on the travel card • $73,466,244 in reimbursements to travelers • Grand Total $117,848,293 Office of Operations 2009 Fall Conference
Websites • OSC- rules • GOER- links for planning and links to other State agencies • OGS contracts • Car Rental Office of Operations 2009 Fall Conference
Letter to Agency Heads A letter was sent out on 2/13/09 with 3 important reminders: • Certification of vouchers- Commissioners • Exceeding lodging rates • Personal use of state travel cards Office of Operations 2009 Fall Conference
G-Bulletin 236 • Appropriate use of NYS Citibank travel card • Using the card in travel status • Cardholder’s responsibilities Office of Operations 2009 Fall Conference
Office of Taxpayer Accountability Directive sent out to all agency heads in an effort to reduce wasteful spending and focus on travel practices. • Most efficient mode of transportation • Trip Calculator Office of Operations 2009 Fall Conference
New Per Diem Rates • Meal allowances have increased • Affects the 80/20 split • CONUS: $70 lodging/$46 meals & incidentals • http://osc.state.ny.us/agencies/travel/meals.htm • Some NYS hotel per diems have decreased Office of Operations 2009 Fall Conference
Cancellations • Who should pay? • What does the travel manual say? • How do you handle it in your agency? Office of Operations 2009 Fall Conference
Planning Travel Use contracts • Rental Car • Air • Travel Agents • Travel Authorizations Office of Operations 2009 Fall Conference
Per Diems • Day vs. Overnight • Unreceipted (Method 1) • Receipted (Method 2)- GSA • Extra meals • Exceeding the lodging rate Office of Operations 2009 Fall Conference
Transportation • Train • State Car • Personal Vehicle • Air Office of Operations 2009 Fall Conference
Official Station • Determines when you are in travel status • Affects the areas you can be reimbursed for traveling to Office of Operations 2009 Fall Conference
Taxability • Tax home (in city where work is located) • What are the tax implications if the assigned official station is not the location a traveler normally works? Office of Operations 2009 Fall Conference
Taxable Travel • Day Trips • Exceeding mileage • Exceeding per diems • More than one year in one location Office of Operations 2009 Fall Conference
Questions Office of Operations 2009 Fall Conference