TABER’s 101

General Policies Expenses must be reasonable and necessary If reimbursed by other source after RU reimbursed, must return $ to RU Reimbursed thru Controllers Office

Forms of Payment for Business Travel Direct billing option Request for payment thru billhead RU travel card Personal funds

Travel Authorizations & Arrangements Travel advances are only for meals and incidentals > $100/day requires justification Travel Order Form Used when booking Air or Rail thru Approved Agent

Reimbursable Travel Expenses Commercial Air requires “lowest logical fare” E-ticket MUST supply boarding passes Car Rentals – only if < other means Lodging – distance > 100 miles

Meals Three options are available Reimburse with receipts up to max of $60 / day receipt for all meals Rutgers per diem of $30 per day $50 for larger cities Federal per diem

Non-Reimbursable Expenses Not RU business related Parking or moving violation tickets Laundry and valet – < 5 consecutive business days Entertainment Spouse’s travel Personal services Alcoholic beverages Gifts

Travel Reimbursement Receipt REQUIRED for any expenses over $50.00 IRS Business connection Substantiate Business Expense Return all amounts in excess of expenses If does not meet above three it may be taxable Can not approve own travel expenses

RU Web Sites http://policies.rutgers.edu/PDF/Section40/40.4.1-current.pdf http://www.rci.rutgers.edu/~rutravel http://postaward.rutgers.edu/Travel_Policy.htm

TABERS & GRANTS Attachments E, F, & G Requester must sign TABER Original Receipts over $50 Dates of Travel (within Grant Period) Clearly explain reason for travel Unallowable expenses Liquor, entertainment, flight insurance, laundry, etc. Either sub-code 3520 or 3530 US Flag Carrier

Recent Audit Issues Clear justification Non employee’s Reasonable Write for a third eye Non employee’s Reasonable Expensive Airfare Necessary Three week stay for one week conference

Wrap - Up Conclusion Wrap-up Question and Answer Session