Travel Requirements Briefing FOR TRAVELERS

Transcription

1 Travel Requirements Briefing FOR TRAVELERS DECEMBER 11, 2013

2 Travel Pre-Approval Obtain Supervisor s verbal approval prior to travel 2 Submit Pre-Trip Travel Authorization (TA) (if an Admin is preparing TA give them the required information) Foreign Country ensure request is submitted in the TA and FTMS systems at least 45 days prior to travel Participating in a Conference ensure request to attend is added to the event database or submitted to your Admin at least 120 days prior to travel. Do not obligate any funds until Trip Authorization (TA) is released by Travel Services

3 Contact Information Administrative personnel/travel Coordinators are available to help with travel arrangements. However, they are not travel agents. If necessary contact: 3 CI Travel at jlab-travel@citravel.com with specific Air, Hotel, or Car questions OR JLab travel office at travels@jlab.org regarding Travel policy, procedures, or process questions

4 ALL TRAVEL Information Needed to Initiate your Travel Authorization Verbal Approver Purpose of trip Charge Code (Proj/Org) Destination Start/End date of trip Desired Itinerary Traveling to a Conference or other qualifying event Name of Event Website location Reason for participation 4 FOREIGN TRAVEL Travel Justification Business Contact Name Business phone number Name of Hotel Hotel phone number Are you taking a Laptop Presentation Outline Personal Leave Dates Desired Itinerary

5 5 CONFERENCE TRAVEL Frequently Asked Questions

6 Steps in Achieving Conference Attendance Approval 6 Conference is entered into JLab database Projected attendance and estimated cost is added to JLab database Conference attendance and estimated cost is reported to DOE through a web based conference tool Conferences Requiring Approval spreadsheet on JLab Travel website is updated: Conference approval is obtained from DOE If > $100k DOE Programmatic approval is required If > $500k DOE Secretary approval is required If < $100k approval is granted when lock-out date is reached Conferences Requiring Approval spreadsheet is updated with approval Travel Authorization is released for domestic or non-sensitive foreign country Travel Authorization for sensitive country travel must await foreign travel approval before it can be released.

7 What is a lock-out date and why is it important? Lock-out date in the DOE conference tool is the date when no additional attendees can be added to the database 7 Lock-out date is determined by, The host - in order to identify the number of attendees early enough to make arrangements The sponsor - when the early registration date is established DOE - 75 days prior to event start date if the lock-out date is not entered based on the host s or sponsor s time table

8 Reimbursement may be reduced when actual travel cost exceeds estimate 8 Projected attendance includes estimated cost from DOE funds Aggregate of JLab estimated DOE costs is reported to DOE Approval from DOE is based on aggregate cost of DOE funded attendance from all facilities Approved aggregate cost can not be exceeded Individual facilities can not exceed what was reported and approved

9 How can I reduce my estimated cost? Some costs are out of your control, such as: Airfare Registration fee Ways to reduce estimated cost include: Accepting reduced meals per diem Staying at a less expensive hotel Taking public transportation rather than renting a car Reducing the number of days you attend the event 9

10 HOTEL ACCOMMODATIONS Self Reserved For security reasons 10 Notify your Admin or Supervisor where you will be staying and how to reach you (Hotel phone #) To meet policy requirements Always ask for Fed Room Rate If unable to obtain, check other hotels To ensure full reimbursement Submit an Actual Lodging Form PRIOR to travel if lodging rate is over the local per diem, or Notify Admin if rate secured is higher then Fed Room Rate Receive approval to be reimbursed Lodging over per diem before leaving on travel

11 Submitting Travel Expense Report Prepare or review expense report (see A-4 ) Domestic due within 10 business days after return Foreign due within 20 business days after return Sign and send to Travel Services with receipts (see A-6) for, Airfare Lodging itemized with daily rate and number of days Rental car Registration fee Other single expenses $75 or more 11

12 DOE ORO Audit Findings Some trips were not approved prior to the trip start date. ( A. 3) Some requests for reimbursement of actual lodging above per diem were requested after the trip end date. ( C. 2 d) (Form on Travel website under Forms) Labor & Travel Project code not the same. Expense reports were not submitted timely ( A. 4). Adhere to Travel Policy 12 Inquire with Admin or Travel Services (TS) if you receive an expense report status update indicating TS is awaiting additional information

13 RECAP: Basic Travel Requirements 13 1) Approved travel authorization obtained prior to travel start date 2) Identify personal days on all travel documents 3) Request for foreign travel submitted 45 days before travel start date 4) Request for conference attendance submitted 120 days prior to event start date 5) With approved travel authorization make travel arrangements 6) Request Lodging at Fed room rate 7) Approval for lodging over per diem needed before trip starts 8) Submit expense report with receipts on time 9) Conference expenses must not exceed approved travel authorization estimated cost

14 SPONSORING A VISITOR Invitation letter sent Provide JLab registration instructions to visitor Travel Authorization approval obtained when funding support is provided by JLab Ensure visitor checked in with HR upon arrival Submit expense report in enough time to get visitor paid before departure 14

15 15 FOREIGN TRAVEL Frequently Asked Questions

16 Guidance for the Traveler General Foreign Travel Guidance can be found on the Travel webpage under Foreign Travel tab OR Copy/paste this URL into your browser: 16 Prior to or after returning from foreign travel DOE Counterintelligence might contact you about your trip.

17 How are days of travel counted? JLab policy ( A7) and Foreign Travel Order 551.1D requires 2 days of business for every 1 day of personal for approval. 17 Day before start of business (travel day) Day of Rest (FTR hour rule) Day after end of business - (travel day) Day(s) between business engagement - (consult Jlab Foreign Travel office) Day(s) business is being conducted

18 What is the 14-Hour Rule? 18 Where origin and/or destination are outside the Continental United States (OCONUS) and scheduled flight time, including stopovers and change of planes, is in excess of 14 hours, you may Use lowest other than coach-class airfare, or Have a rest stop en route, or Rest period (not to exceed 24 hrs) upon arrival at final destination. REFERENCE: FTR

19 What Countries do not qualify for a DAY OF REST? Canada Costa Rica Denmark Dominican Republic France Germany Ireland Italy Mexico Netherlands Portugal Spain Switzerland United Kingdom 19 Method used for determination: Based on one connecting flight with a 2 hr. layover from NN or Norfolk and landing at major city airport in the destination country. Consult Travel Services for exceptions that may apply when itinerary is outside of these parameters.

20 Policy B-3 states: Are we allowed to use a Foreign Carrier? 20 U. S. Flag Air carriers shall be used for all domestic travel. Foreign travel, may be accomplished through the use of a U.S. Flag Air Carrier or a foreign carrier with an open skies agreement in accordance with FAR FTR (b): and 1p010.html/category/21868/#wp

21 What Insurance does the Lab provide during official FOREIGN business Travel? Medical - Travel Guard by CHARTIS See Foreign Travel approval attachment. 21 Auto Take insurance offered by vendor Refer to Insurance Information for Jlab Traveler s pamphlet on the travel webpage at: let.pdf

22 FOREIGN COUNTRY Assistance Travel Guard by CHARTIS 22 When you need assistance overseas Medical assistance Travel Medical emergency services Political unrest unable to contact consulate or embassy Dispute over damages at hotel Translator needed Contact Travel Guard +01 (713) Policy # WR

23 Foreign Country Vehicle Insurance When renting a vehicle accept Vehicle Damage insurance (LDW) rental insurance. Insurance coverage required in many countries (accept all if necessary) If an accident occurs: Summon Police, get copy of Incident Report Provide rental papers to other driver and/or Police Get the other driver s insurance information Name of Insured Driver s Name Driver s DL number and country Name of Insurance Co Policy Number Agents Name and/or Phone Number Contact the Risk Manager, Travel or Division at Jlab with detailed account of accident. 23

24 24 DOMESTIC TRAVEL Frequently Asked Insurance Questions

25 What Insurance does the Lab provide during official DOMESTIC business Travel? 25 Medical Workman s Compensation (when work related injury) Auto DO NOT TAKE INSURANCE OFFERED BY THE RENTAL CAR COMPANY. JLab fleet insurance and rental agreement with National and Enterprise covers insurance requirements in every state. Refer to Insurance Information for Jlab Traveler s pamphlet on the travel webpage at: df

26 Domestic Medical Care 26 Workman s Compensation If work related seek care from a convenient treatment facility. Trumbull Insurance Co Policy # 14WBCL5372 Effective Dates: 10/1/13 9/30/14

27 Domestic Illness 27 Seek care at a convenient treatment center If not work-related, provide your personal health insurance information

28 Domestic Vehicle Insurance When renting a vehicle DO NOT take the rental insurance. If an accident occurs: Give JLab insurance information to other driver Sentinel Insurance Co Policy No: 14UUNZ16177 Effective: 10/1/13 10/1/14 If police summoned, get copy of Incident Report Get the other driver s insurance information Name of Insured Driver s Name Driver s Drivers License Number Name of Insurance Co Policy Number Agents Name and/or Phone Number 28

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