This manual contains information regarding RIT travel policies and procedures. Additional information regarding travel, reimbursement process as well as accounting practices and procedures is available on the Controller's Office web page.
If you have questions regarding information in this manual, call a member of the Controller's Office Travel Team:
- Mary Kay Tyner, Travel Expense Specialist - Employee Reimbursements at 475-7221
- Kitty Stappenbeck, Payroll Manager at 475-5580
- Christa Abugasea, Director of Payroll & Accounts Payable Services at 475-2418
Table of Contents
- Department Directory
- Travel Policies
- Travel Procedures - General
- Air Travel
- Automobile Travel
- Business Travel Account (BTA)
- Cancellations & Refunds
- Designated Budget Authority
- Designated Travel Agencies
- Documentation Requirements
- Government Travel Account (GTA)
- Mileage Reimbursements
- Miscellaneous Transportation
- Other Travel Agencies
- Registration Fees
- Reimbursement of Travel Expenses
- Rental Vehicles
- Sales Tax Exemption
- Special Discount Rates
- Travel Advances
- Travel Expense Report
- Traveling with Your Spouse
- Travel Procedures - Special
- Foreign Travel
- Auto Liability Insurance
- Citibank Card Coverage
- Injury or Sickness
- Insurance Beneficiary
- JPMorgan Chase Card Coverage
- Loss or Damage to Personal Property
- Personal Accident Insurance
- Rental Car Collision Damage Waiver
- Travel Assistance Program
- Travel Accident Insurance
- Traveling with RIT Property
- Traveling with Students and Non-RIT Employees
- Trip Cancellation Insurance
- Corporate Travel Card Programs
- RIT Procurement Card
This manual provides information about the payment/reimbursement process for approved business travel from the RIT campus (i.e., one's normal place of employment), or one's home, to a destination in Rochester, or outside of the Rochester area. The University will reimburse faculty, staff and students, or pay certain outside vendors, for necessary and reasonable transportation and travel related expenses incurred in connection with RIT business travel that has been approved by an authorized individual (see below for more information) under the following circumstances:
- The traveler has adhered to RIT policies and procedures.
- The travel expenses are reasonable and allowable.
- The expenses have a legitimate business purpose and are supported by appropriate documentation.
- An authorized individual, who is at least one level of management above the traveler, has approved the Travel Expense Report.*
- All expenditures are accurately reflected on the appropriate RIT general ledger account (i.e., 24-digit account number).
Employees should use discretion when expending RIT funds and for ensuring that expenditures are necessary and appropriate for meeting business needs. Employees are expected to be familiar with, and follow, the policies and procedures specified in this manual and, if applicable, the policies of their particular division, college, department and/or program.
Submit travel expenses that include an overnight stay, airline travel, or a travel advance on a RIT Travel Expense Report (TER) and send it to the Accounts Payable Office, Room 1160, 1st floor George Eastman Hall, for review and reimbursement. Use an Invoice Payment Form (IPF) for all other travel-related reimbursements, including advances.
The Controller's Office will periodically review travel policies and procedures; revisions may be made as part of the review process. RIT faculty and staff will be advised of any changes via the RIT Message Center; all changes and/or revisions will be published on the Controller's Office travel web page and will be effective when issued. If required, Controller's Office staff will provide additional training.
All forms referred to throughout the manual are available on the Controller's web site at http://www.rit.edu/controller/forms.html.
*Each program, college, department or division is responsible for designating an appropriate individual to approve RIT travel and hospitality expenditures. Generally, this individual is the dean, director, department head, or a department administrator.
The following RIT departments are responsible for various aspects of the travel process:
- Controller's Office - The Controller's Office is responsible for the development and oversight of all travel policies and procedures. The following units are part of the Controller's Office.
- Accounting - If you have questions regarding the use of the JPMorgan Chase Procurement Card, JPMorgan Chase Corporate Travel Card or NTID Citibank Government Travel Card, call the Corporate Card Administrator at 475-4491. Accounting is located on the sixth floor of George Eastman Hall (01).
- Accounts Payable - Accounts Payable reviews all employee TERs for accuracy and compliance with established policies and procedures prior to processing employee reimbursements. In addition, Accounts Payable processes employee travel advance requests, checks for non-employee advance payments that may be required such as hotel deposits, registration fees and non-travel related employee reimbursements. Contact Accounts Payable if you have questions about how to complete your TER or the status of your travel advance or reimbursement. Accounts Payable is located on the first floor of the George Eastman Hall (01) room 1160; 475-7221.
- Student Financial Services (SFS) - Return excess travel advance funds to the Cashier's window in the SFS Office using a Deposit ID Form. Do not send reimbursement of excess funds through interoffice mail. In addition, you may pick up your Telephone Calling Card at the Cashier's window. The SFS Office is located on the first floor of the University Services Center (87); 475-2192.
- Controller's Office - You may pick up your RIT Procurement Card, JPMorgan Chase Travel Card or Citibank Government Travel Card from the Controller's Office reception area. The Controller's Office is located on the sixth floor of the George Eastman Hall (01); 475-2383; (web page:http://www.rit.edu/controller).
- Sponsored Programs Accounting - SPA is responsible for the fiscal administration of externally funded grants and contracts. If your travel is funded by grant or contract monies, and you have travel related questions, please contact SPA. SPA is located in the University Services Center (87); 475-2945.
- Global Risk Management Services - Direct questions regarding travel insurance or travel liability issues to this office. If an accident occurs when using a rented vehicle, notify the Global Risk Management Services Office upon returning to campus. Global Risk Management Services is located on the fourth floor of George Eastman Hall (01); 475-6131.
- Procurement Services Department - Direct questions regarding RIT's designated travel agencies and/or car rental programs to this office. The Procurement Services Department is located in Building 99, 475-2107; (web page: http://www.rit.edu/procurement).
Travel policies pertaining to RIT approved business travel are summarized below. More detailed information is available in section D.
- Advances - Advances are limited to $50.00 per day. Complete an IPF and forward it to the Accounts Payable Office to be processed. NTID employees may obtain advances using their Citibank Travel Card. Note: individuals traveling on RIT business, who are not RIT employees, are not eligible to receive a travel advance (see Section E).
- Airfare - Only coach class or promotional fares will be paid by RIT. First class air travel is not an allowable expense (see Section D, 1); however, officers of the University are permitted to travel business class for international flights only.
- Approval for Reimbursing Travel Related Expenses - All reimbursements to employees for travel expenses must be approved by an authorized individual (i.e., designated budget authority) who is at least one level of management above the person submitting the request (see Section D, 5).
- Documentation - Original receipts for all expenses must be submitted with the TER; however, if the traveler has chosen a per diem meal reimbursement, receipts are not required (see Section D, 7)
- Mileage Reimbursement Rate - Reimbursements for mileage are made at the RIT business mileage reimbursement rate in effect at the time of the trip (see Section D, 12). Refer to the Controller's Office web page for the current rate as well as instructions about how to process a reimbursement request:http://www.rit.edu/controller/travel/mileage.html.
- Non-reimbursable Expenses - Travel expenditures that are not reimbursable include:
- Additional travel insurance, travel accident insurance or trip cancellation premiums (see Section G).
- Alcoholic beverages consumed as part of meal or otherwise while traveling on University business. Refer to Section A of RIT's Policies for Selected Discretionary Expenditures for more information:http://www.rit.edu/controller/payable/discretionary_expenditures.html#a
- Insurance (both Collision Damage Waiver and Liability) from a car rental agency except when renting a vehicle outside of the United States (see Section G for more information about Insurance and Sections F for information about foreign travel).
- Additional expenses associated with the cost of first class airfare.
- Childcare and babysitting expenses.
- Corporate Travel Card delinquency assessments (see Section H, 6).
- Costs for commuting between your home and the RIT campus.
- Costs for personal medications.
- Costs incurred by your failure to cancel transportation or hotel reservations.
- Costs incurred by your spouse or other dependents traveling with you.
- Entertainment expenses, including movies in your hotel room.
- Gasoline expenses when the automobile mileage reimbursement rate is claimed.
- Host/hostess gifts, in lieu of meals and lodging, when the cost exceeds what meal and/or lodging expenses would have been.
- Hairstyling and haircut expenses.
- Kennel/boarding expenses for pets.
- Laundry or dry cleaning expenses for trips less than one week.
- Magazines or newspaper expenses.
- NYS Sales Tax and sales tax paid in states that recognize RIT's tax exempt status (see Section D, 18).
- Other expenses not directly related to the business purpose of the travel assignment.
- Parking or speeding tickets.
- Personal telephone calls in excess of one per day (see Section J).
- Reimbursable Expenses - Travel expenses that are reimbursable to you include:
- Airline Baggage Fees - RIT will reimburse you for the cost associated with one checked bag. Refer to the Controller's Office web page for details regarding baggage fees:http://www.rit.edu/controller/payable/discretionary_expenditures.html#a
- Automobile rentals (see Section D, 17).
- Expenses associated with baggage handling, storage, and tips.
- Fax and modem line charges made in connection with official RIT business (see Section J).
- Hospitality, if directly related to the educational or research purpose of the trip (see Section D, 9).
- Host/hostess gifts, in lieu of lodging, when the cost does not exceed what lodging expenses would have been.
- Laundry and/or dry cleaning expenses for trips of seven or more consecutive days.
- Lodging expenses (see Section D, 10).
- Meal expenses up to $44.00 per day including tips (see Section D, 11).
- Telephone calls, including those calls necessary to obtain transportation and hotel reservations, communicate with the office, and one personal call per day to your family.
- Transportation costs (see Section D, 1, 2, 13 & 17).
Travel Procedures - General
The following travel procedures are standard within RIT. As a general rule, all RIT business travelers or travel arrangers will book air fare and reserve hotel, rail, and car rentals through one of RIT's designated travel agencies. Other arrangements may be made for student travel. All other exceptions must be approved in advance by the Controller's Office.
- Air Travel - Book airfare through one of RIT's designated travel agencies either by calling an agent directly or by using the travel agency's on-line booking tool, if available. RIT will pay the travel agency directly. Note: almost all tickets are now ticketless; however, if you need a paper ticket, it will be mailed to your office. Refer to Section C.2. for more information.
- When you make a reservation through one of the designated travel agencies, use the direct bill option. Provide the agent with your RIT general ledger 24-digit travel account number for billing purposes.
- Book flights on the normally traveled route to your destination.
- While some restrictions or penalties may apply, advance reservations secure the lowest fares.
- Air carrier selection and method of payment cannot be selected based upon your frequent flyer affiliation.
- Purchases made through another agency are not permitted. Exceptions to the RIT policy must be approved in advance by the Controller's Office.
- Since RIT's insurance program does not cover aircraft liability associated with non-commercial air travel, you may not operate an aircraft that you own, rent or borrow when traveling on RIT business. If your RIT business travel requires the use of a privately chartered aircraft, please consult with RIT's Office of Risk Management and Safety before leaving for your trip. See Section G, Insurance for additional information about insurance coverage while traveling on RIT business.
- Automobile Travel - Use your private automobile only if the itinerary or other aspects of University business make it the most practical method of travel. Use your personal vehicle for local travel within a radius of approximately 100 miles from RIT.
- RIT will reimburse you for costs associated with automobile travel for business use based upon the current RIT business mileage reimbursement rate. Complete the mileage section of the TER for reimbursement of mileage expenses. If your travel does not include airline fare or an overnight stay, complete a Mileage Reimbursement Form, attach to an IPF and send to Accounts Payable for processing. Refer to Section 12 below for more information.
- Visit the Controller's Office web page at http://www.rit.edu/controller/travel/mileage.html to obtain the current auto mileage reimbursement rate. The rate per mile changes periodically; RIT faculty and staff are notified via the message center when a change is made.
- The mileage rate is intended to reimburse you for gasoline, oil, normal maintenance, insurance, etc. It is not intended to reimburse full costs; it is to cover the incremental costs incurred when using your private vehicle for University related travel.
- If you choose, for personal reasons, to travel by automobile beyond the 100-mile radius from the University, you will be reimbursed at the current rate per mile up to, but not exceeding, the cost of the lowest applicable mode of travel. The alternative cost should be determined before the trip takes place and documented with a memorandum stating the price quoted for the trip by the travel agency.
- Expenses incurred due to automobile mechanical failure or accidents, including personal automobile insurance deductions, are not reimbursable, nor are fines for parking or traffic violations.
- See Section D 17 for information about rental vehicles.
- Business Travel Account (BTA) - The BTA account has been established through JPMorgan Chase and RIT's designated travel agencies specifically to handle air and rail transportation charges for RIT travelers. Use of the BTA simplifies charging transportation expenses and provides the lowest available fare at the time air or rail travel arrangements are made. See item 6 below for specific information regarding the designated travel agency.
- NTID travelers should refer to item 8 below for information about the Government Travel Account (GTA).
- Cancellations and Refunds - You are responsible for obtaining a refund of an advance payment if there is a cancellation. All charges, cancellations, and refunds associated with RIT approved travel are the responsibility of the department or college.
- Designated Budget Authority - Requests for reimbursements or payments (i.e., IPF, Petty Cash Voucher, or TER) must be approved by an individual authorized to approve such requests on behalf of RIT. The individual must be at least one management level above the person submitting the request for funds. The approver is responsible for making the determination that the transaction is a legitimate business expenditure that it complies with all RIT policies, and is supported by adequate documentation.
- Designated Travel Agencies - Make transportation arrangements for air or rail travel and reservations for hotel and car rentals through one of RIT's designated travel agencies listed below. Refer to the Controller's Office web page for detailed information regarding designated travel agencies:http://www.rit.edu/controller/travel/agencies.html
Borrelli Travel Service
2820 Dewey Avenue
Rochester, NY 14616-4628
Toll Free: 1-800-842-0941
After Hours: 1-800-569-0282
Web site: www.borrellitravel.com
Carlson Wagonlit Travel (CWT)
15 Fishers Road
Pittsford, NY 14534
Information about how to self-register and fill out your travel profile is located here: https://sbt.carlsonwagonlit.com/register
The URL for the Carlson Wagonlit RIT Portal for on-line booking and profile updates is:https://sbt.carlsonwagonlit.com/thetravelersite?rit
Town & Country Travel
732 Pittsford-Victor Road
Pittsford, NY 14534
After hours: 866-966-2850
Van Zile Travel Service
3540 Winton Place
Rochester, NY 14623
Emergency Service: 877-443-5766
Web site: www.vanzile.com
- Begin to schedule your itinerary as soon as your travel dates and destination are known. Book air, hotel reservations, and car rentals through the designated travel agency. Provide the travel agent with the time frame in which you need to leave and arrive at your destination.
- RIT has made arrangements with the designated travel agencies to provide one invoice per month for air and rail charges made to the BTA account and to provide general ledger account number information. When making travel arrangements, tell the agency that you are from RIT and provide them with the 24-digit general ledger account number that the air or rail expenses should be charged to. RIT will pay the agency and charge your general ledger account for the payment amount. As with all charges made to departmental accounts, they should be reviewed for accuracy and appropriateness on a monthly basis. If there is a charge on your account that you did not authorize, contact the agency immediately for details.
- NTID travelers should charge all air and rail charges to the GTA account set up with the designated travel agencies. When making arrangements, tell the travel agency that you are from NTID and provide them with the 24-digit account number that the air or rail expenses should be charged to. RIT will pay the agency and charge your general ledger account for the payment amount.
- If you have questions about a charge to your account from the designated agency, contact the travel agency directly; Accounting does not receive detail transaction information. If you are unable to resolve a billing issue directly with the travel agent, call Accounting at 475-4491.
- Do not charge your air and/or rail charges to your corporate JPMorgan Chase Corporate Travel Card, Citibank Government Travel Card or personal credit card. Often, travel arrangements are made well in advance of the date of departure, and using a credit card ties up dollars that should be available for other purchases, and necessitates an additional reimbursement request.
- Charge hotel and car rental deposits made through a designated travel agency to your JPMorgan Chase Corporate Travel Card (RIT travelers) or to your Citibank Government Travel Card (NTID travelers).
- Documentation Requirements - In order to be reimbursed, you must provide original receipts as documentation for all business expenditures (except meal receipts if a 'per diem' is chosen as the reimbursement method - see Section D.11). If original receipts are not available, include a memo of explanation when you submit your TER to Accounts Payable. Your supervisor, or an individual who is one level of management above you, must approve the memo. When meals are charged to a credit card, please provide both the credit card receipt and the vendor's receipt, if available.
- If you pay for an item with an RIT Procurement (Purchasing) Card while traveling, RIT will pay JPMorgan Chase directly. You will not be reimbursed for these items. Include purchases paid with your Procurement Card in the Advances/Prepaid section of the TER and attach a copy of the receipt. Save the original receipt to send to Accounting with your monthly JPMorgan Chase statement (see Section D, 21).
- Government Travel Account (GTA) - The GTA account has been established through Citibank and RIT's designated travel agencies specifically for handling air and rail transportation charges for NTID travelers. Use of the GTA simplifies charging transportation expenses and entitles NTID travelers to low government rates. See item 6 above for specific information regarding designated travel agencies.
- Hospitality - We ask your thoughtful consideration regarding expenditures for hospitality while traveling. On those occasions when hospitality expenditures are beneficial to RIT's educational mission, reimbursement may be requested.
- The relationship of the expenditure to the educational or research mission of the trip must be clearly indicated in the Business Hospitality Record section of the TER (see Section D, 21). Indicate the business purpose on each receipt including "who" (i.e., names of the people who attended the function), "what" (i.e., what was purchased, if not readily apparent from the receipt), and "why" (i.e., why the expense was incurred and the business connection to RIT such as donor relations, faculty recruitment, etc.).
- Original receipts are required for reimbursement. If the original receipt is not available, prepare a memo providing an explanation, obtain the signature of your budget authority, attach to your TER and submit to Accounts Payable for processing.
- Hospitality expenses cannot be charged to a federal or state grant/contract.
- Lodging - When traveling, stay in reasonably priced, commercial class hotels and motels. Use your JPMorgan Chase Corporate Travel Card or your Citibank Travel Card to pay for lodging expenses.
- To ensure the lowest possible rates, make your lodging arrangements through one of RIT's designated travel agencies.
- Ask for educational or corporate discounts at all hotel and motels, many of which charge reduced rates to those who identify themselves as faculty or staff members.
- You will be reimbursed for the actual reasonable expense of lodging for each night that you are traveling away from home.
- Meals - There are two methods for meal reimbursement: 1) actual expenditures; or, 2) a daily per diem. You must choose one method per trip; you may not combine reimbursement methods within a specific trip. Include meals for RIT travelers only. List meals that include non-RIT travelers on the hospitality line.
- Actual expenditures up to $44.00 per day
- Original, itemized receipts are required for actual meal expenses.
- If a receipt is not available (which should occur on an exception basis only), and the total amount does not exceed $44.00 per day, in order to be reimbursed, you must provide a reasonable approximation and explanation of the expense incurred. Additionally, you must indicate whether or not alcohol was purchased and, if so, the dollar amount must be deducted from the reimbursement; otherwise, indicate 'No Alcohol' on the receipt.
- Exceptions to the daily limit may occur on an occasional basis. If the actual expense is over $44.00 on a given day, check the 'Increased Meal Expense' box on the travel expense report under "Justification for expenses OUTSIDE of RIT Policy" and provide a detailed explanation. If this information is not provided, the meals for that day will be reduced to the daily limit of $44.00.
- Alcohol is NOT allowed per RIT's discretionary policy and will be deducted from actual expenses. RIT's Discretionary policy is found at:http://wwww.rit.edu/controller/payable/discretionary_expenditures.html#a
- The tip is part of the total meal expense and must be included on the meal line.
- Per Diem rate of $25.00 per day
- No receipts are required when requesting a per diem reimbursement.
- Indicate a total of $25.00 for meals for each day of the trip.
- Sales Tax on Individual Meals
- RIT is a not-for-profit organization and has tax exempt agreements with many states. Refer to the Controller's web page for a listing of states that recognize RIT's tax exempt status. The form is also located on the Controller Office travel page.
- While the use of sales tax exemption certificates is encouraged, RIT understands that it is often not practical to request an exemption for small dollar meal purchases; therefore, individual meals of $25.00 or less will be reimbursed including sales tax paid without a justification or explanation.
NOTE: meal expenses in certain major metropolitan areas are reimbursable at higher daily limits (actual expenditures) than indicated above without written justification. Refer to the Controller's office web page for a list these cities:http://www.rit.edu/controller/forms/major_metro_cities.pdf.
- Actual expenditures up to $44.00 per day
- Mileage Reimbursements - When you use your car for RIT business, RIT will reimburse you at the RIT business mileage reimbursement rate in effect at the time of your travel. Current rate information is available on the Controller's Office web page:http://www.rit.edu/controller/travel/mileage.html. The mileage rate is intended to cover the incremental costs associated with using a personal automobile for business purposes.
- Complete a Business Mileage Reimbursement Worksheet located on the Controller's Office web page , attach it to an IPF and submit to Accounts Payable for processing. The check will be deposited into your bank account, or mailed to your home if you are not set up with direct deposit, within 5-7 business days of receipt in Accounts Payable.
- If, in addition to your mileage reimbursement, there is also airfare and an overnight stay, complete the mileage section of the TER to obtain reimbursement for your mileage expenses.
- Note: when you claim a mileage reimbursement, you cannot be reimbursed for gasoline.
- Miscellaneous Transportation
- Taxis and Shuttle Services - RIT will reimburse you for expenses for taxis or shuttle services for travel between the airport or rail station to your hotel, between appointments, or between hotels and conference locations or business appointments. Receipts must be obtained for all such transportation.
- Rail Transportation - RIT will reimburse you for the cost of railroad fare not to exceed the cost of the lowest applicable airfare.
- Other Travel Agencies - Make transportation arrangements for air or rail travel and reservations for hotel and car rentals through one of RIT designated travel agencies (see item 6 above). Use of another travel agency must be approved in advance by the Controller's Office.
- A memo signed by your department budget authority must include the justification for use of another agency as well as a written comparison of fares and indicating approval for use of a non-designated travel agency must accompany the TER.
- Itineraries must be identical. Similar or matching fares will not be accepted for reimbursement.
- There must be a documented cost saving.
- Registration Fees - Pay conference registration fees with your RIT Procurement Card (see Section I). If the sponsoring organization does not accept the Procurement Card, complete an IPF and send to Accounts Payable for processing.
- Submit an IPF with the original registration form and one copy. IPFs are usually mailed 5-7 working days after they are received in Accounts Payable.
- List the advance on your TER as an expense in the appropriate expense category and as an advance in the Advance/Prepaid Information section.
- Registration fees will be processed as an expense on your department budget at the time the check is issued.
- Reimbursement of Travel Expenses - Complete a TER (see item 21 below), attach original receipts, obtain the approval of your department head and submit to Accounts Payable for processing.
- Typically, your reimbursement check will be mailed to your home, or deposited into your bank account, within 5-7 business days after receipt in Accounts Payable.
- If your travel reimbursement does not include airfare or an overnight stay (e.g., meals, mileage, and tolls only), complete an IPF and send to Accounts Payable for processing.
- Rental Vehicles - Do not use a rental vehicle when less expensive transportation is available. When a rental vehicle is required, contact one of the RIT designated travel agencies to make arrangements. If you would prefer to contact the rental agency directly, select one of the agencies listed below. To obtain RIT's corporate pricing, refer to the RIT corporate account number when you make your reservation.
* RIT travelers may enroll in the Hertz #1 Club Gold Service at no cost. Complete an enrollment form available at http:/bapgold.hertz.com. Enter the following information: Company name: Rochester Institute of Technology; CPD#1807216; Pin Code: bapgold; click "join now".
Company Web Site Phone Number Corporate Number Avis www.avis.com 1-800-331-1212 AWD#B005900 Alamo www.alamo.com 1-800-732-3232 126549 Budget www.budget.com 1-800-527-0700 BCD#T224700 Enterprise www.enterprise.com 1-585-235-1655 29A3762 Hertz* www.hertz.com 1-800654-3131 CDP#1807216 National www.nationalcar.com 1-800-328-4567 5236311 Thrifty www.thrifty.com 1-800-847-4389 001-0170245
- Pay car rental expenses with your JPMorgan Chase Corporate Travel Card or your Citibank Government Travel Card. Refer to the Controller's Office web page http://www.rit.edu/controller/travel/travelcards.html for information about benefits available to cardholders.
- RIT will reimburse you for the cost of automobile rentals for economy, compact, subcompact, or standard vehicles only. In exceptional cases, reimbursement will be made for other types of vehicles (i.e., when there are several travelers in one car, when equipment being transported, etc.). Check the "Car Rental' box under "Justification for expenses OUTSIDE of RIT Policy" of the TER and provide a detailed explanation.
- Do not purchase a Collision Damage Waiver (CDW) or Liability Insurance from the car rental agency except when renting a vehicle outside of the U.S. (see Section G, 1 for more information). Contact Risk Management & Insurance Office at 475-6131 for evidence of insurance rentals in California or Texas.
- If you have an automobile accident while traveling on RIT business, notify your department head and the Risk Management and Insurance Office at 475-6131 as soon as is practical.
- Sales Tax Exemption - As a not-for-profit institution, RIT is exempt from New York State sales tax on all goods and services purchased by employees for business use. In order to obtain the sales tax exemption, present the New York State Sales Tax Exempt Form to the vendor at the time service is rendered or goods are received and pay with a procurement card, RIT JPMorgan Chase Corporate Travel Card, or NTID Citibank Travel Card. Note: vendors may refuse to honor RIT's sales tax exemption if you pay cash or with a personal credit card.
- If you pay sales tax, you will not be reimbursed unless the service provider does not accept the RIT Sales Tax Exempt Form. If that is the case, check the "Sales Tax Paid" box under "Justification for expenses OUTSIDE of RIT Policy" on page one of the TER and provide a detailed explanation.
- Send the appropriate sales tax-exempt form to the hotel you are staying at so that they have the information prior to your arrival. This may save time when you are checking out.
- Special Discount Rates - Inform the RIT designated travel agency of all special conference or association discount air or hotel rates and ask them to book at these rates. If the agency is restricted from booking at the special discount rate, the agent will provide you with instructions as to how the booking can be made.
- Travel Advances - You may obtain an advance from Accounts Payable up to one week prior to the date of departure for your trip. Complete an IPF and indicate the TER number on the form that you will use to account for your travel expenses when you return from your trip. (Note: When using an online TER, you may obtain a TER number from Accounts Payable). NTID travelers should refer to the Appendix J for information regarding travel advances.
- The request for advance requires approval by your departmental budget authority. Advances are limited to $50 per day for each day of the trip.
- Please allow five business days prior to your departure for processing.
- Indicate your destination, the business purpose of the trip and the duration of the trip (i.e. Orlando, Florida; Oracle User's Group Conference, September 26th through September 30th; 5 days X $50.00 = $250.00 advance).
- In the "Distribution" section of the IPF, indicate travel advance account number: 01.15199.09050.00.00000.00000. The advance will be charged to your department's budget when you submit your TER.
- Accounting will process the request and send the check, made payable to the traveler, to the Student Financial Services Office for pick-up.
- Advances must be accounted for on the TER within two weeks after returning from your trip.
- If the amount of the advance is more than your total travel expenses, return the excess funds to RIT.
- Complete a Deposit ID form and return the unspent cash to Student Financial Services prior to submitting the TER to Accounts Payable.
- Attach the pink copy of the Deposit ID to the TER.
- Do not send cash or personal checks to Accounts Payable.
- A second travel advance will not be processed until the prior advance has been accounted for. Failure to account for advances in a timely manner may result in the advance amount being added to your income and treated as taxable wages.
- Non-employees traveling on RIT business may not obtain travel advances.
- Occasionally it may be necessary to request an advance payment for a vendor. Complete an IPF and forward to Accounting for processing. Include appropriate documentation such as a quote on hotel letterhead. Examples of advances that may be paid by check include:
- Hotel deposits (use your JPMorgan Chase Corporate Travel Card or Citibank Government Card if possible).
- Car rentals (use your JPMorgan Chase Corporate Travel Card or Citibank Government Card if possible)
- Conference Registrations - only if the organization does not accept the RIT Procurement Card.
- Travel Expense Report - Complete an RIT TER to account for travel related expenditures when air travel or an overnight stay is involved. Forward the approved form, with original documentation, to Accounts Payable for processing. The interactive form with instructions is found on the Controller's web page at http://www.rit.edu/controller/forms/travelreimbursement.pdf.
- Attach all original documentation. Tape receipts to one side of an 8 ½" x 11" piece of paper and attach to the TER. This expedites the review and microfilming process required for record retention purposes. It also ensures that receipts will not be lost or left in an interoffice envelope.
- If an original receipt is not available, prepare a memo giving the reasons why and obtain the signature of your budget authority, attach to your TER and submit to Accounts Payable for processing.
- Traveling with Your Spouse or Other Dependents - No travel, lodging, or meal expenses for your spouse or other dependents, above the cost of your expenses will be reimbursed to you by RIT. Personal travel expenses for spouse or other dependents cannot be incurred in the name of RIT with the intention they will be reimbursed by you to the University.
- Book spousal or other dependent travel through one of RIT designated travel agencies (do not use Cat's online booking tool).
- You must pay the travel agency directly; the agent will provide a separate invoice for family members upon request.
Travel Procedures - Special
Travel to RIT by non-employees for employment interviews, visits by lecturers and other official visitors, and travel for independent contractors/consultants falls under the category of "special travel". Funds to support special travel are commonly limited by departmental budgets and/or the terms of grants and contracts. No commitment for reimbursing such expenses should be made without first consulting the appropriate department head or budget authority to determine whether or not such reimbursement is authorized.
- Budget Restrictions - If you spend more than you can be reimbursed for due to department budgetary restrictions, please write "budget restrictions" on your TER before you send it to Accounting for processing. You will be reimbursed up to the maximum allowed by your department.
- If, at the end of the fiscal year, there are departmental funds available to reimburse you for the remaining expenses, complete an IPF and send it to Accounting for processing. Write the original Travel Expense Form number on the IPF and include a brief memo of explanation.
- Employment Interviews - Prospective employees may be reimbursed, if authorized, for travel expenses incurred in connection with an employment interview at RIT in accordance with the normal travel policy for employees. Request reimbursement on an IPF, not a TER.
- Grants & Contracts - If your travel is funded by an externally funded grant or contract, you must adhere to all RIT policies and procedures. In addition, there may be specific sponsor restrictions you should be aware of before making travel arrangements. If you have questions about the allowability of expenditures, please contact Sponsored Programs Accounting at 475-2945.
- Independent Contractors/Consultants - Do not submit requests for reimbursement for expenses for independent contractors/consultants on a TER. Complete an IPF and a Form W-9 and attach the consultant's invoice. Indicate the independent contractor/consultant's Social Security Number and address for IRS Form 1099 reporting. The individual will receive a Form 1099 if the combined amount paid for services and reimbursable expenses is over $600 in a calendar year. To obtain information about making payments to independent contractors, refer to the Controller's Office web page at:http://www.rit.edu/controller/accounting/workerstatus.html
- Lecturers and Other Official Visitors - The department may authorize reimbursement to visiting lecturers or other official visitors for expenses incurred in connection with their travel to RIT. The reimbursement policies and procedures in effect for regular travel should be followed. Request reimbursement on an IPF, not on a TER.
- Moving and Relocation Expenses - Newly hired professional staff and faculty members relocating to the Rochester area to work at RIT may be eligible to receive reimbursement for certain expenses incurred as a result of the move. The actual amount of the reimbursement may vary due to departmental budgetary restrictions.
- Complete an RIT Relocation Expense Report (see Section K, V) to account for relocation expenses. Forward the approved form, with original documentation, to Payroll for processing. Complete instructions for completing the Relocation Expense Report are located on the Controller's Office web page at http://www.rit.edu/controller.
- Your reimbursement will be added to your paycheck during the next payroll process.
- Deductible reimbursements will be reflected on your paystub as "moving expense non-taxable" and will appear on your Form W-2.
- Nondeductible reimbursements will be reflected on your paystub as "moving expense taxable" and will be treated as a taxable payment. Similar to your pay, federal, state, and FICA taxes will be deducted from this amount. The total taxable moving reimbursement will be added to Box 1 of Form W-2 along with your regular compensation.
- RIT follows the IRS guidelines for computing federal income tax. See IRS Publication 521-Moving Expenses located on the IRS web page:http://ftp.fedworld.gov/pubs/irs-pdf/p521.pdf
- With the approval of the appropriate dean or department head, reimbursable expenses may include the following:
- Movement of household goods (deductible)
- Meals while traveling (nondeductible)
- Lodging during the move (deductible)
- Lodging before or after the move (nondeductible)
- Temporary living expenses (nondeductible)
- Please refer to the entire list of nondeductible expenses on page 8 of IRS publication 521.
- Deductible expenses are listed on pages 6-7 of IRS publication 521.
- If you incurred additional expenses that were not reimbursed by RIT, but qualify as deductible moving expenses, you may be able to deduct them when you file your tax return. Consult your tax advisor for further information.
- If you have any questions about reimbursements for relocation and moving expenses, call the Payroll Office at 475-2381.
Foreign travel by employees to attend conferences, meetings, perform research and other related activities (including internships and study abroad programs), is often necessary in fulfilling the university's mission. However, foreign travel may present risks for travelers and the university from unexpected situations such as medical emergencies, natural disasters, political instability, crime, and terrorism. Proper planning and due diligence prior to travelling can help to mitigate the adverse effects of these events.
When traveling outside of the United States on RIT business, employees are advised to obtain information about foreign car rentals, travel advisories and other insurance liability issues before departing for their trip. Contact Global Risk Management Services at 475-6135 for more information (see Section G for more information).
Faculty, staff, and students traveling to a foreign country on university business, at university expense, or study abroad must follow the procedures listed below.
- When the travel destination is a country that does not have a US State Department travel warning or travel alert, or where there is no other reliable information of significant health or safety risks, the traveler must obtain approval from their dean or department head prior to making travel arrangements and/or incurring any travel related expense.
- When the travel destination is a country with a US State Departmenttravel warning or travel alert, or where there is other reliable information of significant health or safety risks, the traveler must obtain advance approval from their division vice president before making travel arrangements and/or incurring any expense. No university or sponsor funds may be used, or sponsorship provided, in support of travel to these locations without prior approval.
- It is the traveler's responsibility to check the current travel warning and alert lists, obtain the necessary authorization, and to read and abide by the information contained in the travel warning or travel alert. Travelers should also read the Department of State's "Tips for Traveling Abroad".
- Approval of foreign travel may be withdrawn by the university at any time if conditions warrant cancellation.
- Automobile Rentals - By law, most countries require insurance coverage to be provided by licensed resident insurers. If the coverage is not included in the rental agreement, employees who rent vehicles outside of the United States should purchase the minimum legally required insurance coverage offered by the rental company. This expense will be reimbursed by RIT.
- Business Class Air Fare - Officers of the University may fly business class when traveling internationally.
- Currency Conversion - Convert all expenses to U.S. dollars prior to sending your TER to Accounting for processing.
- Indicate the rates used to convert foreign currency to U.S. dollars. The rates should be those used at the time of the transaction, not the rates in effect at the time you complete and submit your TER. Convert each line on the TER separately.
- If your trip is for duration of one week or less, you may calculate an average currency rate.
- If you are traveling for longer than seven days, indicate the appropriate rate on each TER that you complete (one per each seven day period).
- If you travel to more than one country, indicate the applicable rates on a separate sheet and attach to your TER.
- You may obtain up to date currency conversion information on the following web site: www.oanda.com.
- Below is an example of how to calculate foreign exchange:
- You have a receipt for $13.37 for a meal while traveling in Canada.
- At the time of your, the Canadian exchange rate was 35%.
- Multiply the expenditure by the percent and you will arrive at the American dollar amount.
- Record $8.69 on your TER.
- Emergencies While Traveling - Report emergencies while traveling to Public Safety at 585-475-3333.
- Fly America Act - The Federal Fly America Act requires that Federal employees and their dependents, consultants, contractors, grantees, and others performing United States Government financed foreign air travel to travel by U.S. flag air carriers. If your travel will be paid by Federal funds, when making your travel arrangements, advise the designated travel agency to ensure that your flights are in compliance with the Act. Refer to the Controller's Office web page for more information about the Fly America Act.
- Grants & Contracts - Foreign travel requires the prior approval of the sponsor unless it has been specifically approved in the grant/contract budget.
- Contact Sponsored Research Services (475-7984) to obtain sponsor approval prior to making foreign travel arrangements.
- In addition, there may be other sponsored imposed restrictions you should be aware of prior to making travel arrangements. Contact Sponsored Programs Accounting at 475-2945 to obtain specific information regarding international travel restrictions.
- Refer to the Fly America Act information in 6 above.
- Study Abroad Programs - The RIT Study Abroad Program Requirements, adopted by the provost, must be followed. Contact the office of Academic Enhancement Programs for assistance.
- Travel Assistance Program - Obtain a travel assistance identification card from Global Risk Management Services.
- Trip Information - Leave detailed trip information with your department (i.e. contact information, itinerary, copy of passport, etc.). The university will utilize this information to contact you in the event of an emergency.
RIT employees are covered under RIT's group of insurance policies for activities conducted in the scope of their job responsibilities while traveling off campus on University business. This applies to both domestic and international travel. RIT maintains a comprehensive insurance program including coverage for general liability and auto liability claims (bodily injury or property damage to third parties).
- If you are involved in an incident that results in a claim while traveling on University business, report it to your manager and RIT's Office of Risk Management and Safety as soon as practical.
- Direct questions regarding coverage for non-employees traveling on RIT business and coverage for individuals whose employee status is unclear, to the Office of Risk Management and Insurance prior to the trip.
- Auto Liability Insurance - Automobile liability insurance is normally provided as part of the rental car agreement and should not be purchased. RIT maintains non-owned automobile liability insurance in excess of the amount provided by the automobile rental company for travel within the United States and Canada. Contact the Risk Management and Insurance Office to discuss insurance implications when renting automobiles outside of the U.S. and Canada.
- Your personal automobile insurance policy is primary when you use your vehicle for RIT business. You are responsible for any deductibles under your policy.
- Citibank Government Travel Card Coverage - Refer to the MasterCard Government Card Guide to Benefits for detailed information regarding insurance coverage available through MasterCard.
- Injury or Sickness - RIT maintains worker's compensation insurance for claims for employees arising from a work-related injury or sickness. This coverage applies to on-campus activities as well as when an employee is traveling on RIT business, either domestic or international.
- Coordinate incidents that occur on campus or within the nearby community that require medical services through RIT Human Resources, whenever possible, and RIT's managed care program.
- Emergency situations and those incidents occurring out of the RIT community area, including those in foreign countries, should be directed to the appropriate medical facility immediately and reported to RIT Human Resources as soon as practical. The worker's compensation plan will cover necessary medical expenses for the work-related injury.
- If you have international travel plans, it is advisable for you to contact your primary medical insurance carrier to discuss how your medical insurance coverage will respond in the event a sickness or injury arises during travel that is not work related.
- Insurance Beneficiary - Your beneficiary for travel accident insurance is the same as the beneficiary you designated under the RIT Group Life Insurance program. If you wish to designate a different beneficiary for the blanket travel insurance, call the Office of Risk Management and Safety at 475-6131
- JPMorgan Chase Corporate Travel Card Coverage - Refer to the VISA Commercial Card Benefits Package for detailed information regarding insurance coverage available through VISA or view on line at www.visa.com/benefits.
- Loss of or Damage to Personal Property - RIT has no insurance for loss of, or damage to, luggage or other personal effects during travel. If such damage occurs, seek reimbursement through your personal insurance company.
- Personal Accident Insurance - Rental companies also offer the option of purchasing personal accident insurance. Insurance of this type is not considered a reasonable and necessary business expense and may be a duplication of RIT's blanket travel insurance. You will not be reimbursed for the cost of personal accident insurance if purchased.
- Rental Car Collision Damage Waiver - Automobile rental companies offer the option of purchasing a collision damage waiver (CDW) for an additional daily cost. The purpose of the waiver is to eliminate the renter's responsibility for payment of car repairs in case of collision damage. Since RIT is self-insured for damage to rental automobiles, damage may be covered through the JPMorgan Chase car rental agreement or MasterCard's Master Rental insurance, decline CDW for all U.S. car rental agreements.
- If you opt to purchase CDW, you will not be reimbursed for the expense.
- If you rent a vehicle outside of the U.S., accept any collision damage waiver that is offered.
- Report all accidents involving a rental car to your manager and the RIT Risk Management and Insurance Office as soon after the accident as practical.
- Travel Assistance Program - RIT employees, officers and trustees are covered under a Travel Assistance Program when travel occurs more than 100 miles from their permanent residence. The plan provides emergency medical assistance, emergency personal services and pre-trip information. The program is administered by Worldwide Assistance Services, a 24-hour toll free emergency service. Travel Assistance ID cards and other information about this program are available from the Office of Risk Management and Insurance, George Eastman Hall, room 4008.
- Travel Accident Insurance - You are covered by accidental death and dismemberment insurance while away on approved travel for RIT. This does not include commuting between your home and the RIT campus or air travel other than on a charter or commercial aircraft. (Refer to the Human Resources web page for additional RIT coverage information:http://www.rit.edu/humanresources/benefits). You will not be reimbursed for the cost of other travel insurance.
- Traveling with RIT Property - If you are traveling with property owned by RIT, contact the Office of Risk Management and Insurance to determine whether the items are insured and, if not, whether it is advisable to purchase insurance.
- Traveling with Students and Non-RIT Employees - Generally speaking, RIT students and other individuals not employed by RIT are not covered under RIT's group of insurance plans.
- RIT does maintain an excess accident policy that would respond to claims resulting from an accident to a student while that student is on campus or while at a RIT-sponsored activity that takes place off-campus. A claim against the student's primary medical insurance plan would occur first before any benefit would be paid under RIT's excess accident plan. This student excess accident insurance policy has a maximum benefit of $10,000 per accident per student.
- Non-RIT employees traveling as part of an RIT contingency would rely on their own primary medical insurance for medical services arising during travel. There is no RIT medical insurance coverage available for non-RIT employees.
- Trip Cancellation Insurance - RIT does not carry insurance for expenses associated with trip cancellations. Your department budget must absorb these expenses. If you purchase trip cancellation insurance, you will be not be reimbursed for the expense.
Corporate Travel Card Programs
RIT has contracted with two providers to offer corporate travel cards to employees of the University. All regular RIT employees who expect to incur $500 of RIT approved business travel or hospitality expenses per year may apply for a corporate travel card.
- RIT employees may apply for a JPMorgan Chase Corporate Travel Card.
- NTID employees may apply for a Citibank Government Travel Card.
Both corporate cards are "individual pay" - the employee (cardholder) is responsible to remit payment directly to the bank for all expenses incurred on the card in connection with business-related travel and/or hospitality. The employee may request reimbursement from the University for authorized business expenses. While the card is issued in the name of the employee, it is intended to be used to pay for business travel expenses only including hotels, transportation services including car rentals, and meals as well as hospitality (note: the corporate travel card is not intended to be used to pay for personal expenses).
Both cards are designed to provide employees with a convenient method to pay for RIT business travel and hospitality expenses. There are numerous advantages to using a corporate card:
- Your credit line on your personal credit card is not tied up with business expenses.
- It makes it simple to keep track of business expenses for which you will be reimbursed.
- Since the RIT tax exempt number is embossed on the card, hotels and other businesses are more likely to accept RIT's tax exempt form.
- Use of the Citibank Government Travel Card may entitle NTID employees to special government rates for hotels and car rentals.
Please plan ahead to ensure that you have your card in-hand prior to leaving on your business trip.
JPMorgan Chase Corporate Travel Card
- Refer to the Visa Commercial Card Guide that comes with your Card to learn more about the benefits Package available to all Visa cardholders:
- Travel and Emergency Service
- Auto Rental Collision Damage Waiver
- For emergency service or answers call: 1-800-VISA-911
- Report lost or stolen cards to JPMorgan Chase at: 1-800-527-7760
Citibank Government Travel Card
- Refer to the MasterCard Public Sector Payment Solution Guide to Benefits that comes with your Card to learn more about the benefits available to all MasterCard cardholders:
- MasterRental Insurance Coverage
- Purchase Assurance
- Travel Assistance Services
- To request travel assistance services call: 1-800-MC-ASSIST (1-800-622-7747)
- Report lost or stolen cards to Citibank at: 1-800-790-7206
General Information about Corporate Travel Cards
- Applying for a Corporate Travel Card ("Card") - You may initiate an application at any time. Departmental approval is required prior to submitting the application to Accounting.
- Call Accounting at 475-4491 (email@example.com) or the Controller's Office 475-2383 (firstname.lastname@example.org) to obtain an application form. Indicate whether you wish to apply for a JPMorgan Chase Corporate Travel Card (RIT employees only) or a Citibank Government Travel Card (NTID employees only).
- Return the completed application to Accounting, attention: Valerie Russell, GEM room 6008, for processing.
- Cards are usually available for pick-up from the Controller's Office within five (5-10) business days after the competed form is received by Accounting.
- When you pick up your new Card, you will be asked to sign an "Acknowledgment of Receipt" form recognizing receipt of the card and agreeing to comply with all RIT travel policies and procedures. RIT identification is required. You are expected to read and comply with all terms stated in the disclosure agreement accompanying the Card.
- Only one Card will be issued to each employee. RIT will not provide a second (spouse) Card.
- Delinquent Accounts - You, the cardholder, are responsible to pay for all charges incurred on the Card.
- An account becomes delinquent when a payment has not been received by the bank and credited to your account within 30 days. If an account is not paid within 30 days, the bank will notify both you and RIT that the account is past due.
- If you do not make payment within 60 days of the billing date, your Card privileges will be suspended until full payment has been received and credited to the account. You will be contacted by the bank by phone and mail and advised of the seriousness of the non-payment.
- If you do not make payment within 120 days, your Card will be cancelled. If your Card is cancelled due to non-payment, you will not be reissued another card at any time in the future.
- Leaves of Absence - If you are granted a leave of absence without benefits, you must surrender your Card before beginning the leave. If you are granted a leave of absence with pay, you may retain and continue to use your Card.
- Lost or Stolen Cards - If your Card is lost or stolen, call:
- JPMorgan Chase: 1-800-527-7760
- Citibank: 1-800-790-7206
- Reimbursement for Expenses - Complete an RIT TER to be reimbursed for business travel or hospitality expenses charged your Card; RIT will not remit payment for your bill directly to your Card provider.
- Responsibility for Payment - You, the cardholder, are responsible to pay for all charges incurred on your Card in a timely manner. Card statements are mailed directly to you and you are responsible for remitting payment directly to the bank. The amount owed for all charges is due by the payment date indicated on the statement. A late fee and finance charges will be assessed when payments are received after the due date. RIT will not reimburse cardholders for late fees and finance charge.
- Termination of Participation - Your participation in the Card program will be terminated under any one of the following conditions:
- When you are no longer employed by RIT.
- If your account becomes delinquent (past 30 days) more than six times in any 12 month period.
- If your account is 120 or more days past due.
- You may not use the Card for personal use or delegate the use of your Card to another individual.
- Misuse of the Card may result in disciplinary action.
- The Card may not be used to purchase equipment or supplies. Follow RIT purchasing policies and procedures for such purchases.
- If you cancel your Card for any reason, cut it in half and return to Accounting, George Eastman Building, 6th floor.
- Since the Card is for business use only, it is imprinted with RIT's tax exempt number. All qualified purchases made with the Card are sales tax exempt.
- Inform the vendor of RIT's tax exempt status before the transaction is processed. You will be asked to present a New York State Tax Exempt form; forms may be obtained from the Controller's Office at 475-2383.
- Refer to the Controller's Office web page for a list of states that recognize RIT's tax exempt status; access the state tax exempt form using your DCE secure log in.
- Note: Travelers will not be reimbursed for sales taxes paid if they have not asked for the exemption.
- Use of the Corporate Travel Card
- Use the Card for official RIT travel-related expenses including the following:
- ATM Access for Citibank Government Travel Cardholders (NTID employees) Only - Refer to Section 4 of the Travel Policies & Procedures Manual for more information about ATM fees:http://www.rit.edu/controller/travel/manual.html#appendix
- Automobile Rental and other transportation services (excluding air and rail tickets - charge to the BTA or GTA account through one of RIT designated travel agencies; refer to the Controller's Office web page for more information:http://www.rit.edu/controller/travel/agencies.html).
- Food service establishments
- Use the Card for official RIT travel-related expenses including the following:
RIT Procurement Card
The RIT Procurement Card is a VISA credit card issued through JPMorgan Chase. The Procurement Card program is designed to provide employees with an efficient mechanism to make approved small dollar purchases less than $1,500.00. While the card cannot be used for travel expenses such as airfare, hotel, or car rentals, it is an ideal way to pay for conference registration fees and small sundry expenses incurred while traveling such as copying charges and supplies. Refer to the Procurement Card Guide on the Controller's Office web page at http://www.rit.edu/controller/procard.html for more information regarding the use of the Procurement Card.
- Obtaining a Procurement Card - Departmental approval is required in order to obtain a JPMorgan Chase Procurement Card.
- An application may be initiated at any time. Forms are available on the Controller's Office web page at http://finweb.rit.edu/controller/forms.html or from Accounting at 475-4491. Return the completed application to Procurement Services, Building 99, for processing.
- Procurement Cards are usually available for pick-up by applicants at the Controller's Office within two weeks after receipt of the completed application form by Accounting.
- At the time of receipt, you will be required to sign an Acknowledgment of Receipt form recognizing receipt of the card and agreeing to comply with all procurement card policies and procedures. RIT identification is required.
- Payments Made to JPMorgan Chase - RIT receives one monthly bill for all cardholder activity and processes one monthly payment to JPMorgan Chase. You will receive a monthly statement mailed to your RIT office. Use this statement to reconcile card activity only.
- Reimbursement - All purchases made with the RIT Procurement Card are paid by RIT. Cardholders will receive a monthly statement from JPMorgan Chase for information purposes only.
- To account for travel related purchases (i.e. conference registration fees) made with the Procurement Card, complete a RIT TER and indicate in section C "Advances/Prepaid Information" that expenses were paid with the RIT Procurement Card. Note: you will not be reimbursed for purchases that you pay for with the Procurement Card.
- Other - Refer to the Procurement Card Guide located on the Controller's Office web page at http://www.rit.edu/controller for more information about the RIT Procurement Card or call Procurement Card Administrator at 475-4491.
- NTID Citibank Government Travel Card Cash Advances
NTID employees may use their Citibank Government Travel Cards to obtain cash at ATMs.
- Note: NTID travelers may not request cash advances from Accounts Payable. Cash advances may be obtained from ATM machines displaying the Cirrus logo or the PLUS logo using the Citibank Master Card Travel Card. Advances may also be obtained at Citibank branches.
- If you require a cash advance, the amount should not exceed $50.00 per each day of travel. You may obtain up to one week's cash advance at one withdrawal.
- RIT will pay the actual expenses associated with cash advances up to a maximum $23.25 per month ($50 per day X 31 days X 1.5%).
- You may incur an access surcharge if you use your card at non-Citibank ATM. RIT will pay the actual expenses incurred for surcharge fees up to a maximum of $7.50 per month (5 transactions X $1.50).
- Expenses associated with cash advances in excess of the guidelines in c and d above are the responsibility of the employee.