1. Adding Value to ISU Travel Presented by: Jodi Renze, Purchasing Agent

2. Introductions Name Name Department Department What is your role in booking travel/meetings? What is your role in booking travel/meetings? What is one thing you want to learn more about today? What is one thing you want to learn more about today?

3. Travel Policy Basics Iowa State Universitys Travel Policies are based primarily on Board or Regents and State of Iowa requirements for business travel Iowa State Universitys Travel Policies are based primarily on Board or Regents and State of Iowa requirements for business travel Travel expenses for ISU Faculty and Staff are personally reimbursable Travel expenses for ISU Faculty and Staff are personally reimbursable Meaning transportation and expenses are paid by the traveler, then reimbursed when travel is concluded. Expenses must meet travel policy requirements. Meaning transportation and expenses are paid by the traveler, then reimbursed when travel is concluded. Expenses must meet travel policy requirements. Travel expenses for groups (or non ISU employees), where ISU pays expenses directly or reimburses expenses for the group or individual must follow the Universitys procurement policies Travel expenses for groups (or non ISU employees), where ISU pays expenses directly or reimburses expenses for the group or individual must follow the Universitys procurement policies Determine both allowability of expenses and issuance of payments Determine both allowability of expenses and issuance of payments Ensure safety and well being of group participants Ensure safety and well being of group participants Programs which are partially or wholly funded with Federal grant funds must comply with federal policies Programs which are partially or wholly funded with Federal grant funds must comply with federal policies

4. Before the Trip Get Authorization prior to Traveling Get Authorization prior to Traveling Travel Status Insurance Coverage Travel Status Insurance Coverage Funding Approval Funding Approval Business vs. Personal Travel Business vs. Personal Travel Get documentation of the cost difference between a business-only trip and a business/personal trip Get documentation of the cost difference between a business-only trip and a business/personal trip Cost difference of flights Cost difference of flights Hotel room (addl cost for double occupancy) Hotel room (addl cost for double occupancy) You are responsible to pay the difference if its more You are responsible to pay the difference if its more Include the entire length of your trip on the authorization form, and state which days are business, and which are personal Include the entire length of your trip on the authorization form, and state which days are business, and which are personal Required to take leave for personal travel days Required to take leave for personal travel days

5. Expenses are based on actual up to the Daily Maximums In-State Maximum In-State Maximum Breakfast - $6 Breakfast - $6 Lunch - $9 Lunch - $9 Dinner $16 Dinner $16 Gratuities may be included Alcohol is excluded Must be in travel status during these times to claim each meal: -Breakfast: 7:30 AM thru 8:00 AM -Lunch: Noon through 1:00 PM -Dinner: 5:30 PM thru 6:30 PM If you dont spend it, dont claim it! Out-of-State Maximum Out-of-State Maximum Breakfast - $8 Lunch - $12 Dinner - $20 Gratuities may be included Alcohol is excluded

6. Air Travel Policies ISU has contracts for travel services with two travel agencies. ISU travelers can order air tickets from any of the contracted agencies. No comparative quotes between the agencies are required. Each of the contracted agencies will accept a faxed copy of the Air Ticket Requisition (ATR) form as payment, and departments will be billed intramurally. Tickets ordered from Travel & Transport can be delivered by courier to campus locations, although most tickets are now E- tickets sent via e-mail. ISU has contracts for travel services with two travel agencies. ISU travelers can order air tickets from any of the contracted agencies. No comparative quotes between the agencies are required. Each of the contracted agencies will accept a faxed copy of the Air Ticket Requisition (ATR) form as payment, and departments will be billed intramurally. Tickets ordered from Travel & Transport can be delivered by courier to campus locations, although most tickets are now E- tickets sent via e-mail.

7. Phone: 515-292-8182 or Phone: 515-292-8182 or800-747-8182 Fax: 515-292-8952 Fax: 515-292-8952 ResX Booking Site: http://www.tandt.com/ts/isu (Reference guides available) ResX Booking Site: http://www.tandt.com/ts/isu (Reference guides available) http://www.tandt.com/ts/isu Service Fees - $28.50 per transaction (ATR) fee will be charged (multiple tickets are covered by this fee). If the ATR is changed in a way that results in a new ticket being issued another $28.50 fee will apply. Service Fees - $28.50 per transaction (ATR) fee will be charged (multiple tickets are covered by this fee). If the ATR is changed in a way that results in a new ticket being issued another $28.50 fee will apply. Insurance: $100,000 Insurance: $100,000

8. Travel Agency Pros Include insurance Include insurance 24-hour personal assistance 24-hour personal assistance Crisis Management Crisis Management Monitor for preferred seats and lower airfare until departure Monitor for preferred seats and lower airfare until departure Manage non-refundable tickets, unused tickets, voiding and refunding Manage non-refundable tickets, unused tickets, voiding and refunding Assistance with group travel Assistance with group travel Complete knowledge of your travelers location at all times Complete knowledge of your travelers location at all times Assistance with international documentation Assistance with international documentation

9. Airline Contracts Northwest Northwest Published fares greater than $599 Published fares greater than $599 Domestic – 10% discount Domestic – 10% discount Published fares between $299 and $599 Published fares between $299 and $599 Domestic – 5% discount Domestic – 5% discount Transpacific – 2% discount Transpacific – 2% discount Transatlantic – 2% discount Transatlantic – 2% discount All other fares All other fares 2% discount 2% discount Continental Airlines Continental Airlines 2% discount on all fares 2% discount on all fares Tickets have to be purchased through one of our contracted travel agencies with an ATR to be eligible for the discount

10. Online Booking Effective July 1, 2002, travelers are allowed to use their personal credit cards or Corporate American Express Cards to purchase tickets from Internet sites. Please review the Travelers' Responsibilities and Unallowable Expenses sections before purchasing tickets from a source other than ISU's contracted travel agencies. Effective July 1, 2002, travelers are allowed to use their personal credit cards or Corporate American Express Cards to purchase tickets from Internet sites. Please review the Travelers' Responsibilities and Unallowable Expenses sections before purchasing tickets from a source other than ISU's contracted travel agencies.Travelers' ResponsibilitiesUnallowable ExpensesTravelers' ResponsibilitiesUnallowable Expenses Reimbursements are not made until AFTER travel has taken place Reimbursements are not made until AFTER travel has taken place When using a travel agency other than the contracted agencies, travelers and departments should use caution to determine that the agent or consolidator is reliable. Since advance payment is required for the purchase of airline tickets, the financial reliability of the agent is important in order to ensure that the purchased tickets are delivered When using a travel agency other than the contracted agencies, travelers and departments should use caution to determine that the agent or consolidator is reliable. Since advance payment is required for the purchase of airline tickets, the financial reliability of the agent is important in order to ensure that the purchased tickets are delivered

11. Car Rentals Ask yourself if renting a car is necessary Ask yourself if renting a car is necessary Are free shuttles available? Are free shuttles available? Will a taxi cost less? Will a taxi cost less? Dont purchase Add-ons Dont purchase Add-ons Insurance Insurance Risk-management insurance cards Risk-management insurance cards Navigation system equipped cars Navigation system equipped cars Pre-paid fuel options Pre-paid fuel options Roadside Assistance Roadside Assistance Carbon contributions Carbon contributions Pay $1.25 and company will match contributions Pay $1.25 and company will match contributions

12. Rental Car Contracts DSM Airport Rates DSM Airport Rates One-way rates are as low as $29.28 (inc. tax) for Intermediate One-way rates are as low as $29.28 (inc. tax) for Intermediate Enterprise will pick up and drop off at your house Enterprise will pick up and drop off at your house Other transportation companies charge $75-$85 for one-way transfer to DSM airport Other transportation companies charge $75-$85 for one-way transfer to DSM airport Nationwide Rates Nationwide Rates www.enterprise.com ISU Corporate Contract Number: NA62C10 Code: IOW www.nationalcar.com ISU Contract ID# 5760478 Sign up for the Emerald Club through the ISU specialized link and $50 sign-up fee is waived Sign up for the Emerald Club through the ISU specialized link and $50 sign-up fee is waived Members can make reservation for midsize, skip going to counter, pick any car available for the midsize price Members can make reservation for midsize, skip going to counter, pick any car available for the midsize price

13. Rental Car Contracts ISU rental car contracts include appropriate insurance when used for business ISU rental car contracts include appropriate insurance when used for business Collision, Loss, and Liability Collision, Loss, and Liability All car rentals need to be paid out of pocket and reimbursed All car rentals need to be paid out of pocket and reimbursed Car rental contracts can be used for personal trips, however, insurance is not provided Car rental contracts can be used for personal trips, however, insurance is not provided

14. Airport Parking Discount at Keck Parking Discount at Keck Parking Have to tell them you are with Iowa State Have to tell them you are with Iowa State $.75/day discount - $4.75 $.75/day discount - $4.75 Normal pricing is $5.50/day Normal pricing is $5.50/day

15. Charter Bus Contract Primary Contract Midwest Coaches 1501 E Lincoln Way Ames, IA 50010 PH: 515-232-7270 - Travel throughout 48 states - Travel throughout 48 states - Call them to get a quote - Call them to get a quote - Call Jodi Renze for a release number - Call Jodi Renze for a release number Secondary Contract CIT Charters 2701 Ford Street Ames, Iowa 50010 (515) 233-0286 Ames (515) 309-3924 Des Moines (877) 866-3687 Toll Free (515) 233-9171 Fax 2701 Ford Street Ames, Iowa 50010 (515) 233-0286 Ames (515) 309-3924 Des Moines (877) 866-3687 Toll Free (515) 233-9171 Fax - Use only if Midwest is not available - Use only if Midwest is not available - Call to get a quote - Call to get a quote - Do web. Requisition for payment - Do web. Requisition for payment

16. As an alternative to using personal credit cards or P-cards for charging business travel expenses, ISU implemented the American Express Corporate Card program. The AMEX cards differ from P-Cards as follows: AMEX bills are sent to the card holders home address AMEX bills are sent to the card holders home address There are no pre-set spending limits on this card There are no pre-set spending limits on this card Expenses charged to the AMEX card are submitted to your department for reimbursement. Unallowable expenses are the personal responsibility of the card holder Expenses charged to the AMEX card are submitted to your department for reimbursement. Unallowable expenses are the personal responsibility of the card holder AMEX cards have a 60-day payment grace period AMEX cards have a 60-day payment grace period AMEX account activity can be viewed real time (within 24 hrs of a charge) and paid by departments in cases where faculty or staff engage in extended travel AMEX account activity can be viewed real time (within 24 hrs of a charge) and paid by departments in cases where faculty or staff engage in extended travel To apply visit this website: http://www.controller.iastate.edu/controller/amec.htm Corporate American Express Card

17. Hotel Contracting

18. Sourcing Hotels Bidding Requirements Bidding Requirements –Any meeting/conference over $10,000 must have evidence of competition –Get written quotes from at least three hotels and ask for their best offer up front –If lowest price is not selected, need a justification on why vendor was selected Convention & Visitors Bureaus Convention & Visitors Bureaus –Great resource –Can provide you with free materials

19. Negotiating Hotel Contracts If there are legal terms If there are legal terms –Purchasing needs to review Ask for concessions: Ask for concessions: –1:20 as opposed to 1:50 comp. ratio –50% discount for meeting planner room –Discounts on audio visual –Guaranteed or discounted menu pricing –Complimentary house phone lines or phone hook up –Complimentary meeting space (should always be comp. with F&B in the room) –Always ask for government or corporate rates or ask for a lower rate than what your were offered

20. Sheraton West Des Moines Contract Individual Travel Individual Travel –Government rate of $80 guaranteed up to 75% hotel occupancy –Free hotel shuttle to airport and within 3 mile radius Group Travel Group Travel –Government rate of $80 if available –$129 maximum rate guaranteed (except during blackout periods such as city wide events) –1:40 comp. room ratio –Menu pricing guaranteed for 6 months from date of signature –Pre-negotiated hotel terms & conditions –No bidding required

21. Hotel Contracts Renaissance Savery Hotel Renaissance Savery Hotel –Maximum rate of $139 AmericInn Hotels AmericInn Hotels –Ames - $75 rate –Ankeny - $74 rate –Iowa Falls - $55 –Coralville - $69.95

22. Signing Hotel Contracts All contracts must be signed by purchasing All contracts must be signed by purchasing Departments do not have authorization to commit the university. Departments do not have authorization to commit the university. If you sign, even though you dont have authorization, the Uniform Commercial Code says a contract is in place if the vendor believes you have signature authority and proceed as if a contract is in place. If you sign, even though you dont have authorization, the Uniform Commercial Code says a contract is in place if the vendor believes you have signature authority and proceed as if a contract is in place. If the vendor knows you dont have signature authority, the contract can still be valid because the UCC uses past precedent. If the vendor knows you dont have signature authority, the contract can still be valid because the UCC uses past precedent. YOU could be held PERSONALLY liable for the cancellation or attrition charges, or any lost savings that could have been realized. YOU could be held PERSONALLY liable for the cancellation or attrition charges, or any lost savings that could have been realized. Future relationships with the hotel may be harmed Future relationships with the hotel may be harmed

23. University Conference Services

24. What do we do? Provide Full Conference and Event Management for groups of 50 -30,000 Groups range from Cheer Camps, Science Fairs and Sporting Events to International Conferences and Expos Facilitate events both on and off campus University Conference Services

25. Conference and Event History 1 st Ever National Special Olympics Odyssey of the Mind World Finals National Collegiate Honors Conference Big 12 Black Student Leadership Conference Iowa County Engineers Annual Conference Call to Action Summit Growing the Bio Economy Annual Conference Society of Women Engineers Region H Meeting Iowa Shrine Bowl Scholars and Leaders Recognition Ceremony Biennial Conference for Chemical Educators University Conference Services

26. Proposal/Bid Assistance Budget Development and Management Site selection & contract negotiation Concept Development Facility and Event Logistics Speaker Management Sponsor and Fundraising Management Program Marketing Transportation Services On-line and on-site Registration services Our services include:

27. Why Host a Conference? University Conference Services Advance initiatives within the discipline/movement Showcase Iowa State University and its resources and programs Work with student leadership on developing further leadership skills Heighten awareness for the issues/strengths of your program Attract leadership/students/partnerships from other Institutions Demonstrate institutional leadership within your association

28. University Conference Services and Ames Convention and Visitors Bureau A Cooperative partnership to assist you with all of your Conferencing and Outreach Needs University Conference Services

29. Any Questions? University Conference Services

30. Determining Elements of Risk Services which may subject group participants to risk of personal injury must be reviewed by the Office of Risk Management prior to contracting for the service. Some examples of Services which may involve an enhanced risk to participants are: Chartered aircraft or balloon trips Chartered private or commercial boat trips Commercial bus trips in rural areas of third world countries Safari or camping trips in rainforests, jungles, deserts or savannas. Events which provide participants alcoholic beverages paid for by ISU.

31. Traveling Overseas Taking Equipment Overseas Taking Equipment Overseas –US law places restrictions on export of certain equipment. Prior to acquiring equipment for overseas projects, or prior to taking equipment in our inventory it is important to check with Purchasing to assure no violation of export control laws will occur. Register with the US Dept. of State Register with the US Dept. of State –https://travelregistration.state.gov/ibrs/ui/ https://travelregistration.state.gov/ibrs/ui/ –So you can be contacted in case of a family emergency or if there is a crisis in the place you are visiting (9/11, political unrest, etc.) Check for U.S. State Department Travel Warnings Check for U.S. State Department Travel Warnings

32. Using Federal Funds

33. Fly America Act You must use a US Flag Carrier on all flights –American, Delta, US Air, Continental, Northwest, United, etc. Code Sharing is allowed – flight must have US flag carriers designator code and flight number –Example: UA 544 operated by Lufthansa Some exceptions apply if using a US carrier would: –Extend your time in travel status by 24 hours or more –Requires a traveler to wait 6 hours or more to make a connecting flight –Require at least 2 or more aircraft changes than a foreign carrier Exceptions need to be confirmed by a travel agent (cant do online)

34. Federal Per Diem Rates Hotel and food per diems must not exceed the federal guidelines If guidelines can not be met, must come up with alternative funding (non-federal) to pay for the difference Federal Per Diem rates can be found at: –http://www.gsa.gov/Portal/gsa/ep/contentView.do?programId=9704&channelId=- 15943&ooid=16365&contentId=17943&pageTypeId=8203&contentType=GSA_BASIC &programPage=%2Fep%2Fprogram%2FgsaBasic.jsp&P=MTThttp://www.gsa.gov/Portal/gsa/ep/contentView.do?programId=9704&channelId=- 15943&ooid=16365&contentId=17943&pageTypeId=8203&contentType=GSA_BASIC &programPage=%2Fep%2Fprogram%2FgsaBasic.jsp&P=MTT

35. Western Hemisphere Travel Initiative AIR TRAVEL Passports are now required for all U.S. citizens traveling to or from any international destination via air, with the exception of Puerto Rico and the U.S. Virgin Islands LAND AND SEA TRAVEL From January 31, 2008 to Summer 2008, U.S. citizens traveling to or from the Bahamas, Bermuda, Canada, the Caribbean or Mexico must present a government- issued photo ID with proof of citizenship (such as a birth certificate). BEGINNING AS EARLY AS SUMMER 2008, PASSPORTS WILL BE REQUIRED FOR ALL U.S. CITIZENS TRAVELING TO OR FROM THE UNITED STATES VIA LAND, SEA, AND AIR – REGARDLESS OF THE DESTINATION.

36. New Airline Regulations Airline passengers in the United States may no longer carry loose lithium batteries in checked luggage over concerns of battery fires The U.S. Department of Transportation's Pipeline and Hazardous Materials Safety Administration said the legislation allows passengers to carry up to two extended-life rechargeable batteries in carry-on luggage provided they are kept in plastic storage bags Passengers may continue to check bags containing devices with lithium batteries already installed, such as laptop computers and portable DVD players Lithium batteries can overheat and ignite under certain conditions

37. New Airline Regulations Most all airlines are implementing a new checked baggage policy If you: –Have a nonrefundable economy domestic ticket –Do not have Premier status in the Mileage Plus program –Do not have Silver status or above in the Star Alliance You will now be charged $25 for your 2 nd piece of checked luggage

38. Resources Controllers Website Controllers Website –http://www.controller.iastate.edu/ http://www.controller.iastate.edu/ Purchasing Website Purchasing Website –http://www.public.iastate.edu/~purchasing/ http://www.public.iastate.edu/~purchasing/ Federal Per Diem Rates Federal Per Diem Rates –http://www.gsa.gov/Portal/gsa/ep/home.do?tabId=0 http://www.gsa.gov/Portal/gsa/ep/home.do?tabId=0 Res X Res X –http://www.tandt.com/ts/isu http://www.tandt.com/ts/isu –Company Name: ISU –Login Name: Your full email address –Leave blank for your first login Hotel Sourcing Hotel Sourcing –www.mpoint.com www.mpoint.com

39. Questions?