Resources


Reimbursement Guidelines for CU-Affiliates: Faculty, Students, Staff

To ensure your reimbursement requests are processed in an efficient and expeditious manner, we ask that you please read and follow the guidelines listed below:


Key Compliance Matters:

  • All expenses must be for a valid business purpose that is necessary and reasonable in order to conduct University business and must provide a clear benefit to the University.
  • Expense reimbursements should be submitted to the Business Office in a timely manner, preferably within 10 days of your last expense
    – Receipts received by the department after 120 days of the last expense date may be considered taxable income
  • All receipts, including meal receipts, must be itemized and include proof of payment.
  • Purchase of equipment/supplies over $500.00 must be made through the Business Office – Contact Lawino S. Lurum with your order request

Travel and Lodging:

Flights

  • Always purchase the lowest cost economy ticket, unless there is a documented condition why an upgrade is necessary
    – Upgrades to business or first class travel are considered “segregated”, and are not always reimbursable
    – If upgrades are necessary and allowable, at the time of booking obtain a quote for a round-trip economy flight, and submit with your purchased ticket
  • Ensure proof of payment is clearly visible
    – Note that websites such as Expedia often show only an “estimated fare” or “quote”; this is not a valid proof of payment
  • If using a federal grant (NSF, NSA, DoD, etc.) you must comply with Fly America / Open Skies Act, which generally requires use of a US based air carrier
  • Arrive the day before your event begins, and depart the day after it ends. Extending travel beyond the minimum days for personal reasons requires additional documentation, or travel will not be reimbursed. Please consult the department before purchasing tickets involving extended stays.
  • Clearly document changes in travel plans, or other unusual circumstances

Ground Transportation

  • Local transportation should specify origin and destination (e.g., taxi from airport to hotel)
  • Car rentals should be purchased through Hertz when possible, using Columbia account CDP# 254158
    – When using Hertz, DO NOT purchase Liability or other insurance from the agency. Loss/Damage Waiver and Liability Insurance is included under the Columbia contract. Insurance may be reimbursed from other vendors, if Hertz is not available

    – Provide a copy of the rental agreement with proof of payment
  • Use of personal vehicles may be claimed, and are reimbursed based on mileage. Gas is not eligible for reimbursement when using a personal vehicle.
    – Provide an online printed map showing your origin/destination and total number of miles

    – List this expense as “Personal vehicle mileage” on your reimbursement form as a line item
          – For travel occurring in 2018, the formula for mileage is: Total miles * 0.545 = $ amt
          – For example, you drive 100 miles round-trip to attend a conference. 100 miles * 0.545 = $54.50 (can be claimed as reimbursement)

Lodging 

The University will reimburse travelers for the cost of their rooms and any applicable taxes and fees when traveling on approved University business. When possible, the University’s preferred hotel properties should be utilized and can be viewed at http://www.campustravel.com/university/columbia/.

The cost of a hotel stay in the US should not exceed $350 per night (excluding taxes). International travelers should obtain room rates that do not exceed $400 per night (US dollars, excluding taxes).

Meals:

  • Provide an itemized receipt, showing all items purchased
  • Ensure proof of payment is visible on the receipt (“CASH”, “VISA xxxx”, or similar)
  • Provide the names of all participants at the meal

Business meetings involving only University personnel and students should not exceed the following thresholds (per person), excluding tips and tax:

  • Up to $35 for breakfast,
  • Up to $35 for lunch,
  • Up to $70 for dinner

List of Non-Reimbursable Expenses:
https://finance.columbia.edu/content/non-reimbursable-expenses

For more Travel and Business Expense Information:
http://finance.columbia.edu/content/roles-and-responsibilities


PROCEDURE FOR TRAVEL AND BUSINESS REIMBURSEMENT

Travel & Business Expense Report on CONCUR – SITE UPDATE IN PROGRESS

Please contact Lawino S. Lurum with any questions or concerns at 212.854.7008 or lawino.lurum@columbia.edu.

 

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