From smauck at osrhe.edu Tue Oct 1 10:22:50 2013 From: smauck at osrhe.edu (Mauck, Sheri) Date: Tue, 01 Oct 2013 15:22:50 +0000 Subject: [Cobo] NO CBO meeting this month - cancel 10/3 mtg date Message-ID: <9541CC96FE725944881EA71AEBEE19CF2BA0A5C8@Drake.osrhe.edu> Just a reminder that the decision was made at the September CBO meeting that we will NOT meeting this week. Please remove from your calendars. Thank you. -------------- next part -------------- An HTML attachment was scrubbed... URL: From jchurst at carlalbert.edu Thu Oct 10 16:30:24 2013 From: jchurst at carlalbert.edu (James Hurst) Date: Thu, 10 Oct 2013 16:30:24 -0500 Subject: [Cobo] Quick Question Message-ID: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> I am looking for information on the payment of local mileage, especially as it pertains from home to work. *James C. Hurst, CGFM* *Vice President of Business Operations* *Carl Albert State College* *1507 S. McKenna* *Poteau, OK 74953* *918-647-1320* -------------- next part -------------- An HTML attachment was scrubbed... URL: From david.sims at tulsacc.edu Mon Oct 14 11:55:03 2013 From: david.sims at tulsacc.edu (David Sims) Date: Mon, 14 Oct 2013 16:55:03 +0000 Subject: [Cobo] Quick Question In-Reply-To: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> References: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> Message-ID: Under IRS Reg. ? 1.262-1(b) (5), costs of commuting to the place of business or employment are personal expenses. You cannot be reimbursed for commuting expenses even if you work during the commuting trip. Therefore, it would stand to reason that a state agency would not reimburse those types of expenses as business-related. David Sims Tulsa Community College Assistant Comptroller 6111 E. Skelly Drive, Suite 512 Tulsa, OK 74135 918-595-7801 918-595-7880 (fax) [TCC email logo] From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of James Hurst Sent: Thursday, October 10, 2013 4:30 PM To: Cobo at lists.onenet.net Subject: [Cobo] Quick Question I am looking for information on the payment of local mileage, especially as it pertains from home to work. James C. Hurst, CGFM Vice President of Business Operations Carl Albert State College 1507 S. McKenna Poteau, OK 74953 918-647-1320 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 3312 bytes Desc: image001.jpg URL: From MPope5 at uco.edu Tue Oct 15 09:33:10 2013 From: MPope5 at uco.edu (Myron Pope) Date: Tue, 15 Oct 2013 09:33:10 -0500 Subject: [Cobo] Quick Question In-Reply-To: References: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> Message-ID: <75671A9DCD21974888C9A2E5E4937B64B250C352B8@EXCHANGE.uco.local> Thanks, David. I have a follow up to that one. What if there are multiple locations for a "place of employment", such as for your institution? Would you have a "home" location, and then be considered for reimbursement for the other TCC campuses? mlp Myron L. Pope, Ed. D. Vice President of Student Affairs University of Central Oklahoma 100 North University Drive ADM 213, Box 151 Edmond, OK 73034 Phone: (405) 974-5370 Fax: (405) 974-3930 mpope5 at uco.edu www.uco.edu From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of David Sims Sent: Monday, October 14, 2013 11:55 AM To: James Hurst; Cobo at lists.onenet.net Subject: Re: [Cobo] Quick Question Under IRS Reg. ? 1.262-1(b) (5), costs of commuting to the place of business or employment are personal expenses. You cannot be reimbursed for commuting expenses even if you work during the commuting trip. Therefore, it would stand to reason that a state agency would not reimburse those types of expenses as business-related. David Sims Tulsa Community College Assistant Comptroller 6111 E. Skelly Drive, Suite 512 Tulsa, OK 74135 918-595-7801 918-595-7880 (fax) [cid:image001.jpg at 01CEC989.8EF0C790] From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of James Hurst Sent: Thursday, October 10, 2013 4:30 PM To: Cobo at lists.onenet.net Subject: [Cobo] Quick Question I am looking for information on the payment of local mileage, especially as it pertains from home to work. James C. Hurst, CGFM Vice President of Business Operations Carl Albert State College 1507 S. McKenna Poteau, OK 74953 918-647-1320 **Bronze+Blue=Green** The University of Central Oklahoma is Bronze, Blue, and Green! Please print this e-mail only if absolutely necessary! **CONFIDENTIALITY** This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 3312 bytes Desc: image001.jpg URL: From kathy.elliott at okstate.edu Tue Oct 15 09:54:44 2013 From: kathy.elliott at okstate.edu (Elliott, Kathy) Date: Tue, 15 Oct 2013 14:54:44 +0000 Subject: [Cobo] Quick Question In-Reply-To: <75671A9DCD21974888C9A2E5E4937B64B250C352B8@EXCHANGE.uco.local> References: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> <75671A9DCD21974888C9A2E5E4937B64B250C352B8@EXCHANGE.uco.local> Message-ID: <169C5F68F6FA2741B0ADAFC04E0BB784059D38CC@STWMB01.ad.okstate.edu> Myron: Yes, you can be reimbursed for travel between work locations. You have a work station and then any other work related travel from your work station is reimbursable according to IRS rules. Your institution may not reimburse it, but according to the IRS they can without it being taxable income to you (as reimbursement for commuting expenses would be). Hope this helps! k Kathy Kamm Elliott Associate Vice President and Controller Oklahoma State University 207 Whitehurst Hall Stillwater, OK 74078-1041 405.744.4188 405.744.6404 (Fax) kathy.elliott at okstate.edu We've got two lives. One we're given and the other one we make. Mary Chapin Carpenter From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of Myron Pope Sent: Tuesday, October 15, 2013 9:33 AM To: David Sims; James Hurst; Cobo at lists.onenet.net Subject: Re: [Cobo] Quick Question Thanks, David. I have a follow up to that one. What if there are multiple locations for a "place of employment", such as for your institution? Would you have a "home" location, and then be considered for reimbursement for the other TCC campuses? mlp Myron L. Pope, Ed. D. Vice President of Student Affairs University of Central Oklahoma 100 North University Drive ADM 213, Box 151 Edmond, OK 73034 Phone: (405) 974-5370 Fax: (405) 974-3930 mpope5 at uco.edu www.uco.edu From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of David Sims Sent: Monday, October 14, 2013 11:55 AM To: James Hurst; Cobo at lists.onenet.net Subject: Re: [Cobo] Quick Question Under IRS Reg. ? 1.262-1(b) (5), costs of commuting to the place of business or employment are personal expenses. You cannot be reimbursed for commuting expenses even if you work during the commuting trip. Therefore, it would stand to reason that a state agency would not reimburse those types of expenses as business-related. David Sims Tulsa Community College Assistant Comptroller 6111 E. Skelly Drive, Suite 512 Tulsa, OK 74135 918-595-7801 918-595-7880 (fax) [TCC email logo] From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of James Hurst Sent: Thursday, October 10, 2013 4:30 PM To: Cobo at lists.onenet.net Subject: [Cobo] Quick Question I am looking for information on the payment of local mileage, especially as it pertains from home to work. James C. Hurst, CGFM Vice President of Business Operations Carl Albert State College 1507 S. McKenna Poteau, OK 74953 918-647-1320 **Bronze+Blue=Green** The University of Central Oklahoma is Bronze, Blue, and Green! Please print this e-mail only if absolutely necessary! **CONFIDENTIALITY** -This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 3312 bytes Desc: image001.jpg URL: From david.sims at tulsacc.edu Tue Oct 15 10:11:59 2013 From: david.sims at tulsacc.edu (David Sims) Date: Tue, 15 Oct 2013 15:11:59 +0000 Subject: [Cobo] Quick Question In-Reply-To: <169C5F68F6FA2741B0ADAFC04E0BB784059D38CC@STWMB01.ad.okstate.edu> References: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> <75671A9DCD21974888C9A2E5E4937B64B250C352B8@EXCHANGE.uco.local> <169C5F68F6FA2741B0ADAFC04E0BB784059D38CC@STWMB01.ad.okstate.edu> Message-ID: That is correct, Kathy. In line with James original question, if someone went directly to the other work location directly from home, that would be considered commuting and not reimbursable. If the person went directly home from the other work location, that is not reimbursable as well. If the person went back to their home office from the other work location to conduct business that could be reimbursable mileage between the two work stations. Finally, if the person started the day at their home location, traveled to another work location to conduct business and returned back to their home location, the round trip could be reimbursable. Of course, all of this is subject to each school's policies. Basically, whenever you go from home to work and work to home (either your home location or other work location) it is considered personal expense and not reimbursable according to the IRS. David From: Elliott, Kathy [mailto:kathy.elliott at okstate.edu] Sent: Tuesday, October 15, 2013 9:55 AM To: Myron Pope; David Sims; James Hurst; Cobo at lists.onenet.net Subject: RE: [Cobo] Quick Question Myron: Yes, you can be reimbursed for travel between work locations. You have a work station and then any other work related travel from your work station is reimbursable according to IRS rules. Your institution may not reimburse it, but according to the IRS they can without it being taxable income to you (as reimbursement for commuting expenses would be). Hope this helps! k Kathy Kamm Elliott Associate Vice President and Controller Oklahoma State University 207 Whitehurst Hall Stillwater, OK 74078-1041 405.744.4188 405.744.6404 (Fax) kathy.elliott at okstate.edu We've got two lives. One we're given and the other one we make. Mary Chapin Carpenter From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of Myron Pope Sent: Tuesday, October 15, 2013 9:33 AM To: David Sims; James Hurst; Cobo at lists.onenet.net Subject: Re: [Cobo] Quick Question Thanks, David. I have a follow up to that one. What if there are multiple locations for a "place of employment", such as for your institution? Would you have a "home" location, and then be considered for reimbursement for the other TCC campuses? mlp Myron L. Pope, Ed. D. Vice President of Student Affairs University of Central Oklahoma 100 North University Drive ADM 213, Box 151 Edmond, OK 73034 Phone: (405) 974-5370 Fax: (405) 974-3930 mpope5 at uco.edu www.uco.edu From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of David Sims Sent: Monday, October 14, 2013 11:55 AM To: James Hurst; Cobo at lists.onenet.net Subject: Re: [Cobo] Quick Question Under IRS Reg. ? 1.262-1(b) (5), costs of commuting to the place of business or employment are personal expenses. You cannot be reimbursed for commuting expenses even if you work during the commuting trip. Therefore, it would stand to reason that a state agency would not reimburse those types of expenses as business-related. David Sims Tulsa Community College Assistant Comptroller 6111 E. Skelly Drive, Suite 512 Tulsa, OK 74135 918-595-7801 918-595-7880 (fax) [TCC email logo] From: cobo-bounces at lists.onenet.net [mailto:cobo-bounces at lists.onenet.net] On Behalf Of James Hurst Sent: Thursday, October 10, 2013 4:30 PM To: Cobo at lists.onenet.net Subject: [Cobo] Quick Question I am looking for information on the payment of local mileage, especially as it pertains from home to work. James C. Hurst, CGFM Vice President of Business Operations Carl Albert State College 1507 S. McKenna Poteau, OK 74953 918-647-1320 **Bronze+Blue=Green** The University of Central Oklahoma is Bronze, Blue, and Green! Please print this e-mail only if absolutely necessary! **CONFIDENTIALITY** -This e-mail (including any attachments) may contain confidential, proprietary and privileged information. Any unauthorized disclosure or use of this information is prohibited. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 3312 bytes Desc: image001.jpg URL: From catrons at nsuok.edu Tue Oct 15 11:30:39 2013 From: catrons at nsuok.edu (Sue Catron) Date: Tue, 15 Oct 2013 11:30:39 -0500 Subject: [Cobo] Quick Question In-Reply-To: References: <1f0ab3f7cef534e89710d7685be0a0c8@mail.gmail.com> <75671A9DCD21974888C9A2E5E4937B64B250C352B8@EXCHANGE.uco.local> <169C5F68F6FA2741B0ADAFC04E0BB784059D38CC@STWMB01.ad.okstate.edu> Message-ID: Hello - NSU recently had this topic arise in an OMES audit, as we have three campuses with quite a bit of travel between them. The end result was a bit different. When an employee travels directly to or from their duty station and their home, that mileage is not reimbursable - as you would expect. Our issue arose when an employee travels from their home to their duty station, to another campus and then to home, or the reverse, from home to the other campus, then to their duty station, then home. OMES held that we must calculate the total miles driven round trip, then deduct the number of miles for the employee to travel directly to and from their duty station round trip. We may reimburse the difference between the two. Sue On Tue, Oct 15, 2013 at 10:11 AM, David Sims wrote: > That is correct, Kathy.**** > > ** ** > > In line with James original question, if someone went directly to the > other work location directly from home, that would be considered commuting > and not reimbursable. If the person went directly home from the other work > location, that is not reimbursable as well. If the person went back to > their home office from the other work location to conduct business that > could be reimbursable mileage between the two work stations. Finally, if > the person started the day at their home location, traveled to another work > location to conduct business and returned back to their home location, the > round trip could be reimbursable. Of course, all of this is subject to > each school?s policies.**** > > ** ** > > Basically, whenever you go from home to work and work to home (either your > home location or other work location) it is considered personal expense and > not reimbursable according to the IRS.**** > > ** ** > > David**** > > ** ** > > *From:* Elliott, Kathy [mailto:kathy.elliott at okstate.edu] > *Sent:* Tuesday, October 15, 2013 9:55 AM > *To:* Myron Pope; David Sims; James Hurst; Cobo at lists.onenet.net > *Subject:* RE: [Cobo] Quick Question**** > > ** ** > > Myron:**** > > ** ** > > Yes, you can be reimbursed for travel between work locations. You have a > work station and then any other work related travel from your work station > is reimbursable according to IRS rules. Your institution may not reimburse > it, but according to the IRS they can without it being taxable income to > you (as reimbursement for commuting expenses would be).**** > > ** ** > > Hope this helps!**** > > ** ** > > k**** > > ** ** > > *Kathy Kamm Elliott* > > Associate Vice President and Controller**** > > Oklahoma State University**** > > 207 Whitehurst Hall**** > > Stillwater, OK 74078-1041**** > > 405.744.4188**** > > 405.744.6404 (Fax)**** > > kathy.elliott at okstate.edu**** > > **** > > *We?ve got two lives. One we?re given and the other one we make.***** > > *Mary Chapin Carpenter***** > > **** > > ** ** > > *From:* cobo-bounces at lists.onenet.net [ > mailto:cobo-bounces at lists.onenet.net ] *On > Behalf Of *Myron Pope > *Sent:* Tuesday, October 15, 2013 9:33 AM > *To:* David Sims; James Hurst; Cobo at lists.onenet.net > *Subject:* Re: [Cobo] Quick Question**** > > ** ** > > Thanks, David. I have a follow up to that one. What if there are > multiple locations for a ?place of employment?, such as for your > institution? Would you have a ?home? location, and then be considered for > reimbursement for the other TCC campuses?**** > > mlp**** > > ** ** > > Myron L. Pope, Ed. D.**** > > Vice President of Student Affairs**** > > University of Central Oklahoma**** > > 100 North University Drive**** > > ADM 213, Box 151**** > > Edmond, OK 73034**** > > Phone: (405) 974-5370**** > > Fax: (405) 974-3930**** > > mpope5 at uco.edu**** > > www.uco.edu**** > > ** ** > > *From:* cobo-bounces at lists.onenet.net [ > mailto:cobo-bounces at lists.onenet.net ] *On > Behalf Of *David Sims > *Sent:* Monday, October 14, 2013 11:55 AM > *To:* James Hurst; Cobo at lists.onenet.net > *Subject:* Re: [Cobo] Quick Question**** > > ** ** > > Under IRS Reg. ? 1.262-1(b) (5), costs of commuting to the place of > business or employment are personal expenses. You cannot be reimbursed for > commuting expenses even if you work during the commuting trip. Therefore, > it would stand to reason that a state agency would not reimburse those > types of expenses as business-related.**** > > **** > > David Sims**** > > Tulsa Community College**** > > Assistant Comptroller**** > > 6111 E. Skelly Drive, Suite 512**** > > Tulsa, OK 74135**** > > 918-595-7801**** > > 918-595-7880 (fax)**** > > [image: TCC email logo]**** > > **** > > **** > > **** > > *From:* cobo-bounces at lists.onenet.net [ > mailto:cobo-bounces at lists.onenet.net ] *On > Behalf Of *James Hurst > *Sent:* Thursday, October 10, 2013 4:30 PM > *To:* Cobo at lists.onenet.net > *Subject:* [Cobo] Quick Question**** > > **** > > I am looking for information on the payment of local mileage, especially > as it pertains from home to work. **** > > **** > > *James C. Hurst, CGFM***** > > *Vice President of Business Operations***** > > *Carl Albert State College***** > > *1507 S. McKenna***** > > *Poteau, OK 74953***** > > *918-647-1320***** > > **** > > > ***Bronze+Blue=Green*** The University of Central Oklahoma is Bronze, > Blue, and Green! Please print this e-mail only if absolutely necessary! > > ***CONFIDENTIALITY*** -This e-mail (including any attachments) may > contain confidential, proprietary and privileged information. Any > unauthorized disclosure or use of this information is prohibited. **** > > _______________________________________________ > Cobo mailing list > Cobo at lists.onenet.net > http://lists.onenet.net/mailman/listinfo/cobo > -- Sue Catron, MBA, CPA Assistant Vice President for Business and Finance Northeastern State University (918) 444-2187 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image001.jpg Type: image/jpeg Size: 3312 bytes Desc: not available URL: From ycollier at osrhe.edu Mon Oct 21 16:00:51 2013 From: ycollier at osrhe.edu (Collier, Yolenda) Date: Mon, 21 Oct 2013 21:00:51 +0000 Subject: [Cobo] FY15 Academic Services Fees Request Forms In-Reply-To: References: Message-ID: Attached are forms for requesting changes to FY15 academic services fees and a preliminary schedule. The deadline for submitting the forms is Friday, January 31, 2014. A request for change to academic and services fee form must be submitted for each fee change which include any new fee, increase or decrease of an existing fee amount, and deletion of a current fee. Please submit all fees change forms in one spreadsheet under different tabs for each institution, campus, or special program. There are five categories in academic services fee changes forms (see tabs on attached file) as listed below, please make sure the correct category of fee change form is utilized when submitting a request. 1) Special Instruction Fees 2) Facility/Equipment Utilization Fees 3) Testing/Clinical Service Fees 4) Classroom/Laboratory Supply & Material Fees 5) Other Special Fees As institutions propose fee changes as well as the approval processes on campus and by the boards, please complete all applicable columns before submitting the forms: 1) Be specific about the name of fee, course prefix, and course numbers 2) Accurate amounts on current fee, proposed fee, and the change 3) Fee to be assessed by per credit hour, per course, per semester, annually, or other basis 4) Fee to be assessed to lower division, upper division, graduate level, or professional programs 5) Indicate if the change is for a new fee 6) The date the fee was last changed and the date approved by local governing board 7) Comments, description, and any supporting documents for the fee changes 8) The amounts of projected new revenue for FY15, estimated revenue for FY14 and total projected revenue for FY15 A scenario occurred frequently in recent years that institutions have requested fee changes due to course name/number change, or name of the fee change on the same course while fee amount remain unchanged. On OSRHE Academic Services Fees Changes Report, it is required to list a deletion of the old fee and an addition of a new fee due to course change or name of the fee change for record and tracking purpose. Therefore, even if the fee amount remains the same as an example, the institution is required to submit two fee change requests, first request for the deletion of the original fee from current fee amount to proposed fee amount of zero and the second request for a new fee with new course name/number or new fee name with current fee amount of zero to proposed fee amount. Please submit competed request forms to ycollier at osrhe.edu by January 31, 2014 and feel free to contact me If you have any questions. Thank you. Yolenda Collier Fiscal Analyst Oklahoma State Regents for Higher Education (405) 225-9317 ycollier at osrhe.edu -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... 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