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EXPENSE STATEMENT CLIFF NOTES

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EXPENSE STATEMENT CLIFF NOTES
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EXPENSE STATEMENT CLIFF NOTES



What is an Expense Statement?

An Expense Statement is completed after travel has been completed and itemizes

amounts requested for reimbursement. Expense Statements should only list the amounts

you are asking for, nothing more or less.

Examples

1. If the University pre-paid airfare for the traveler, it should not be listed on the

Expense Statement.

2. If the traveler spent $1000 on his/her trip but has only been awarded $300 by the

department - only $300 should appear on the Expense Statement



What can I be reimbursed for using an Expense Statement?

Any expenses directly related to travel (i.e. air/plane/bus fare, portage, meals, auto rental,

tolls, parking, taxi, lodging, telephone, registration fees, and personal car mileage).



Meals

The State Department has established per diem rates for meal allowances. Receipts do

not need to be submitted when claiming these amounts:



Breakfast $8.00 travel must begin before 6:30am

Lunch $10.00 travel must begin before 2:00pm

Dinner $23.00 travel must end after 6:30pm





Foreign meal rates vary by city and are adjusted by the state department on a monthly

basis. Please see http://www.state.gov/m/a/als/prdm/ for current rates. A link to this site

can be found on the Smart Center web site, www.smartcenter.umd.edu.



Mileage

Travelers can be reimbursed for mileage using their personal vehicles (to cover wear and

tear and gas expenses).



Rates

FULL RATE - $0.58.5 per mile.



What is an acceptable receipt?

Receipts must have an itemized listing of all charges. Proof that the traveler made the

payment is also required.



What do I need receipts for?



ITEM RECIEPT COMMENTS

Meals NO As long as amounts are equal to or less than Per

Diem Rates.

Lodging YES Original receipts (hotel's itemized bill) must be

submitted. A credit card slip alone does not satisfy

the receipt requirement.

Taxi or Limo NO As long as trip is $25 or less

Air/Rail/Bus YES Boarding Pass and a receipt listing the amount the

traveler paid must be submitted.

Auto Rental YES University Employees will not be reimbursed for

insurance (LDW/CDW) in the US. They are

already covered as state employees.

Parking Fee NO As long as parking is $25 or less

Tolls NO As long as tolls total $25 or less

Telephone NO As long as calls total $25 or less

Registration Fee YES An itemized receipt showing payment must be

submitted. Confirmation that the traveler has been

accepted to the conference is not a receipt.

Portage NO Allowance of $1 per bag

Mileage NO Destination points must be listed on the Expense

Statement. Questionable distances will be checked

by Mapquest or Mapblast.







Whom should I contact if I have a question?



Becky Leffson

Smart Center Coordinator

2141 Tydings Hall

College Park, MD 20742

TEL: 301.405.1689

FAX: 301.314.7960

EMAIL: rleffson@bsos.umd.edu

URL: www.smartcenter.umd.edu/


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