GUIDANCE, BEST PRACTICES AND USEFUL RESOURCES


The following links provide detailed explanations, references and guidance to University employees. Please note that the files are in PDF format. You may download Adobe Acrobat Reader for free.

Guidelines and Links for International Per Diem

Best business practices for calculating and applying per diem to international travel. Links to websites for per diem and currency exchange.

Sample Summary Travel Claim Form

An example of a form to help travelers summarize travel expenses by category or type of expenditure. This type of summary is particularly helpful when calculating meals per diem when some meals are provided and/or claimed at actual with itemized receipt. Travelers must only claim per diem OR actual, not both. NOTE: This form is only an example; unless required by the Travel Office, travelers may use any form with similar components.

Family Member (or Companion) Travel at University Expense

Guidelines for determining taxability and documentation requirements pertaining to family members (or companions) accompanying University employees on travel at University expense.

Top Ten Good Management Practices

Good habits and practices for effective managers.

IRS Fringe Benefit Guide, January 2009

Comprehensive guide to provide governmental entities information concerning tax issues related to employees (including references to the applicable Internal Revenue or Treasury Code regulations). Topics include:

  • Working Condition Fringe Benefits
  • De Minimis Fringe Benefit
  • Travel and Transportation Expenses
  • Moving Expenses
  • Meals and Lodging
  • Awards and Prizes
  • Professional Licenses and Dues

Recruiting Expenses - Tax Implications

Copy of PowerPoint presentation to Department Heads and Business Managers regarding the permissibility and taxation of expenses incurred when recruiting employees.

Tickets Taxability Matrix

References and possible tax implications when University departments give tickets to employees.

Employer-provided Educational Benefits

The various educational benefits employers may offer their employees and the possible tax implications.

Controller's Office Guidance for Cash Fund Custodians

Cash fund purpose, responsibilities and proper management.

Purchase Card (P-Card) Audit Preparation

What to expect and how to prepare for a P-Card audit.

Seven Tests

Seven tests or criterion to determine the propriety of a University expenditure.

Financial Accountability & Control

Understanding the responsibilities of employees and management, fraud deterrence and reporting.