�� - Director

Shelley Taylor

sfine — Sun, 19 Jul 2015 20:04:57 +0000

Director

Area of Expertise:

Shelley Taylor, Director, Office for Global Engagement, and before that, was the Director of CALS ��. Shelley’s primary responsibility are to advance the Global priorities of the College which includes graduating global citizens and supporting departments in their global engagement involving international travel, hosting of international visitors and building relationships across the globe. Shelley received her BA from the University of Colorado in international affairs and her MA from Iowa State University in anthropology traveling through CALS’ then ‘International Agriculture Programs’ office to complete her master’s research in Uzbekistan. Shelley co-leads the Dean’s Global Agriculture and Food Leadership program to Rome, is an advisor to ISU’s chapter of IAAS the International Association of Students in Agriculture and Related Sciences, co-instructs Globe 320 and Globe 321/322 for Globe students completing their required international internships and completed ISU’s Emerging Leaders Academy in 2021. When not at work, Shelley enjoys travel adventures of all kinds and amateur photography.

Email:

sztaylor@iastate.edu

Phone:

515-294-5393

0018 Curtiss Hall

Ames

50011-1050

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Shelley

Taylor

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Director

Alias Names:

Shelley Taylor

Pre-Payments

sfine — Fri, 22 Jan 2016 15:28:06 +0000

When possible and appropriate, it is encouraged that you consider paying group expenses prior to travel. Prepayments allow you to limit the amount of cash required in travel status and also the amount you may need to obtain in country. Please allow 10-15 working days for processing pre-payments.

Options include:

Travel and Hospitality Cards with �� Features:

Select the Office for Global Engagement staff members have T&H cards with higher card limits. If you would like to pay for advance reservations for your travel course before your card is configured, please contact Jodi Cornell or Visha Arumugam for more information.

You can use your ISU T&H card for study abroad expenses. If you do not have a T&H card, your department must request one for you, then study abroad staff can request additional features, including cash advances and higher limits. A 2.5% fee is added to all cash withdrawals made on T&H cards. This fee is charged as a separate transaction. NOTE: When traveling outside of the United States, T&H Card charges may include a foreign transaction fee of 1% of the transaction amount. This fee is added to the transaction and is not a separate fee. The only way to avoid this fee is to ask the supplier if you can use your card to pay in US Dollars.

Travel and Hospitality Card Activation:

Call the 800 number on the sticker on the front of the card.

When asked for the ZIP code
1. use the ZIP code for your billing address (usually your office address and for most cardholders, 50011)
When asked for the last 4 digits of your Social Security number/employee ID
1. use the last 4 digits of your University ID
When asked for the account phone number
1. use your university telephone number

Instructions for Setting or Changing a Pin (PDF)

Wire Transfer

Wire transfer payments can be made both in U.S. Dollars and international currencies. Wire transfers are allowed for international vendors only. To make a vendor payment by wiring funds, the following information is required, please contact Visha Arumugam for assistance.

Detailed billing invoice from the vendor stating who, where, how much and what for. If the transaction requires a deposit payment followed by a balance payment at a later date, that information should be clearly stated on the vendor’s invoice (see invoice samples Invoice Sample 1 Invoice Sample 2)
Complete vendor contact information including company name, contact person, address, phone, fax
Complete vendor bank information including:

Bank Name
Bank Address
Name on Bank Account
U.S. Corresponding Bank (many times needed to wire USD to another country)
Account Number
Swift Code

ISU Check

Applies only in the event that a vendor has an office located in the U.S. (all domestic vendors must be paid via check per ISU policy) or will accept payment via check. If this is the case, the following information is required, please contact Visha Arumugam for assistance.

Detailed billing invoice from the vendor stating who, where, how much and what for. If the transaction requires a deposit payment followed by a balance payment at a later date, that information should be clearly stated on the vendor's invoice (see Sample Invoice)
Complete vendor contact information including company name, contact person, address, phone, fax

Professional Services Agreements

Some program directors elect to compensate non-ISU personnel to assist with logistics and payments for travel courses. These non-ISU personnel would be individuals (not a tour company or service) that make the majority of the travel course arrangements on the program director's behalf. This is an approved practice by ISU Procurement; however, a Professional Services Agreement is required to be completed before compensation can be made. It is beneficial to begin the PSA process in advance of any work done by the payee. The online process can be found at https://www.procurement.iastate.edu/forms/contract-request-form International PSAs need to be reviewed by the ISU Global Workforce Team. Please visit https://www.universitycounsel.iastate.edu/legal-guidance/work-in-foreign-countries to find out more about work in foreign countries and paying foreign suppliers. If you would like to compensate non-ISU personnel for assisting with your travel course, please contact the Office for Global Engagement office for assistance. A PSA is not required for tour guides/services incurred during the travel course. Please contact Jodi Cornell with questions.

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File(s):

Betchart Final Invoice-Antarctica 2014.pdf

Invoice Sample-deposit.pdf

Invoice Sample-2.pdf

cardholder_agreement_-_changing_or_setting_a_pin_april_2023.pdf

Program Director Handbook

sfine — Fri, 22 Jan 2016 14:27:32 +0000

Guidelines for Managing Travel Course Finances
CALS ��

Who's Who in the Office for Global Engagement

Staff contact information and primary responsibilities within the Office for Global Engagement

Vendor Pre-Payments

Processing advance group expenses using p-cards, T&H cards, ISU checks, wire transfers, and professional services agreements

Taking a Family Member?

ISU policies regarding spouses and dependents accompanying faculty on study abroad programs. Includes the Spouse, Domestic Partner and/or Child Companion Agreement and Liability Release.

Pre-Departure

What happens before you leave?

Advance Registration (ISU Travel Website)
AlertTraveler
On Call International - travel insurance
Spend Authorization (formerly travel authorizations)
Cash Advance (formerly travel advance)
Global Cell Phones
Procurement Services (Before You Go Travel Checklist) (Travel FAQ)

Keep Your Trip Expenses Organized

Tools for keeping your travel course expenses organized

Expenditure Log
Weekly Expense Envelopes
Expense Journal with Receipts

Allowable Expenses/Receipts

When are receipts required? Includes templates for Generic Receipt and Group Meal Allotment Receipt

Post-Trip

Information on getting your travel reimbursement processed efficiently
Travel Course Final Report

Tips

Tips for making your travel course and reimbursement go smoothly
Top Auditing Errors

Forms Library

cash_advance_request-dropdown_08_2024.pdf

Certificate of Missing Receipt

Create Expense Report (formerly Travel Reimbursement) and/or Verify T&H Card Transaction (Workday Job Aid)

Create Spend Authorization (formerly Travel Authorization) or Cash Advance (Workday Job Aid)

Generic Receipt Form (Generic Receipt Form.doc)

Group Meal Allotment Receipt (Group Meal Allotment Receipt.docx)

Program Director Training (pdf with live links)

Sample Expenditure Log (Expenditure Log.doc)

Sample Expense Summary (Sample Expense Summary.xlsx)

Sample Expense Journal with Receipts (Sample Expense Journal with Receipts.docx)

Spouse, Domestic Partner and/or Child Companion Agreement and Liability Release

Travel Course Final Report

Travel and Hospitality (T&H) Card �� Program Cardholder Agreement

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File(s):

Spouse Child and Liability Form 2017.pdf

group_program_final_report.doc

meal_allotment_receipt.pdf

meal_allotment_receipt_-_donald_lewis.docx

create_expense_report_and_or_verify_th_card_transactions_for_departments.pdf

create_spend_authorization_or_cash_advance_for_departments.pdf

cert_missing_receipt_2019.pdf

program_director_training_2020_links.pdf

travel_course_final_report_august_2021.docx

expenditure_log_for_group_leaders_2021.pdf

expenditure_log_for_group_leaders_2021.doc

expense_log_journal_with_receipts_2021.pdf

expense_log_journal_with_receipts_2021.docx

expense_log_example_2021.pdf

expense_log_example_2021.xlsx

cardholder_agreement_-_th_card_study_abroad_program_usage_rev_apr_2023.pdf

program_director_handbook_study_abroad_april_2023.pdf

cash_advance_request-dropdown_08_2024.pdf

Jodi Cornell

sfine — Sun, 19 Jul 2015 20:13:10 +0000

Director

Area of Expertise:

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Exchange Coordinator

Jodi Cornell (he/him), Director of CALS ��. Jodi has worked in the CALS �� office in various roles since 2004. He advises faculty interested in creating and leading study abroad programs, assisting with the process, protocols and paperwork involved in administering faculty-led travel courses. Jodi is also the exchange coordinator for semester-long and summer exchange programs in CALS. He is also a liaison and advocate for international students in CALS. Jodi serves on several college and university-wide committees, including the CALS Staff Council as the Networking and Social Chair.

Jodi earned his BA in Political Science and Russian at Iowa State, and studied abroad at the National Agriculture University of Ukraine in Kyiv, Ukraine for a semester on an ISU CALS exchange program. Jodi served as a US Peace Corps Volunteer in Ukraine for three years, and worked on a US government-funded high school exchange program also in Ukraine. He earned his MA in Political Science/Global Politics from Iowa State. Jodi enjoys traveling internationally and domestically, and spending time with friends and family.

Email:

jcornell@iastate.edu

Phone:

515-294-1851

0018 Curtiss Hall

Ames

50011-1050

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