United States Department of Agriculture
Research, Education and Economics
ARS * CSREES * ERS * NASS
Bulletin
Title: | Conference Planning |
Number: | 00-304 |
Date: | April 11, 2000 |
Originating Office: | Financial Management Division, Travel and Relocation Services Branch, AFM-ARS |
Distribution: | All REE Employees |
Expires: | April 11, 2001 |
This bulletin announces a new subsistence code and procedure for conference planning. Effective for conference planning or authorized attendance on or after January 14, 2000. |
This REE bulletin announces new regulations on conference planning established in the
Federal Travel Regulation (FTR) Amendment 89 dated January 10, 2000.
Conference is defined as a meeting, retreat, seminar, symposium
or event that INVOLVES ATTENDEE TRAVEL. This term also applies to training
activities when the agency sponsors an employee's attendance at a conference as a
developmental assignment where the functions and activities will contribute to improved
conduct, supervision, or management of the agency functions or activities (5 CFR 410.404).
POLICY:
The General Services Administration (GSA) has established a Conference Lodging
Allowance (CLA) which is a pre-determined maximum allowance of up to 25 percent
greater than the applicable maximum lodging portion of the per diem rate. Under the
CLA method, employees and non-Government persons under invitational travel orders to
conduct the conference, make presentations, etc., will be reimbursed the actual amount
incurred for lodging up to the CLA amount. The National Finance Center (NFC) has
established a C subsistence code to accommodate this new regulation and has
issued NFC Bulletin 00-1, Use of New Subsistence Code C, Conference Allowance. This
bulletin may be obtained on the NFC web site http://www.NFC.USDA.GOV
.
All conferences planned by REE or those employees authorized to attend a conference
planned by a non-Government organization may be authorized a CLA. If the CLA of 25 percent
is still inadequate, actual subsistence reimbursement may be requested and approved in
accordance with existing agency policy.
When planning a conference you should:
- Minimize all conference costs;
- Maximize the use of Government-owned or Government provided conference facilities as much as possible.
- Identify opportunities to reduce costs in selecting a particular conference location and facility; e.g., through the availability of lower rates during the off-season at a site with seasonal rates.
Exhibit 1, Guide for Conference Planning has been enclosed to help the conference planner.
Registration fees, for purposes of this bulletin, refers to those fees charged by
hotels, conference planning organizations or other organizations engaged in providing
conference facilities and services.
Hotel/Motel First Safety Act:
When sponsoring or funding, in whole or in part, a conference at a place of public accommodation in the United States, you must use an approved accommodation under the Hotel and Motel Fire Safety Act of 1990. Approved accommodation establishments are controlled by the Federal Emergency Management Agency (FEMA). A listing of approved accommodations may be found on web site http://www.usfa.fema.gov/hotel/ .
Any advertisement or application for attendance at a conference must include a notice of the prohibition against using a non-FEMA approved place of public accommodation for conferences; and that the CLA applies to Federal attendees.
Site selection:
Site selection is a final decision as to where to hold a conference. The term site refers to both the geographical location and the specific facility(ies) selected. Meetings and conferences sponsored by REE which costs to USDA exceeds $25,000 must continue to be forwarded to ARS/AFM, Financial Management Division, Travel and Relocation Services Branch under current published guidance.
For each conference of 30 or more attendees, you must maintain a record of the cost
of each alternative conference site considered. You must consider at least three.
Light refreshments:
Agencies sponsoring a conference may provide light refreshments to agency employees attending the conference. Light refreshments for morning, afternoon, or evening breaks are defined to include, but not limited to, coffee, tea, milk, juice, soft drinks, donuts, bagels, fruit, pretzels, cookies, chips, or muffins. No deduction from the meals and incidental expense (M&IE) is required when light refreshments are furnished.
Light refreshments will not be authorized for routine or regularly scheduled agency
business meetings in and around the duty station. Additionally, light refreshments are not
authorized, under the conference criteria, at functions where the majority of persons
attending are not in an official Government travel capacity; i.e., Temporary duty travel
(TDY), Local and/or Invitational travel.
District of Columbia:
The agency may not directly procure lodging facilities in the District of Columbia (DC). Any short-term conference meeting space in DC must be procured under 41 CFR 101-17.101-4, Short-term use of conference and meeting facilities.
This does not prohibit payment of per diem to an employee authorized to obtain lodging
in DCwhile performing official duty travel.
Delegation of Authority:
Approving officials delegated authority to approve actual subsistence may approve
the conference lodging allowance. The sponsoring agency will determine the appropriate
conference lodging allowance, up to 25 percent above the lodging allowance for the chosen
location, and that rate shall be allowable for all employees of any agency authorized to
attend the conference. This rate will also be applicable to non-Government persons under
invitational travel orders to attend the conference. Note: The Federal Government may not
pay travel expenses of a non- Government person to attend a conference unless that person
will be providing a service to the Government or their attendance is necessary to conduct
the meeting, make presentations, etc.
/s/
S. M. HELMRICH
Director
Financial Management Division
EXHIBIT 1
Guidance for Conference Planning
GETTING STARTED
Depending on the size, type, and intended effect of the conference, start planning a
minimum of one year in advance. Designate a planner and a planning committee.
PLANNING A COMMITTEE
Functions typically include, but are not limited to:
MILESTONE SCHEDULE
Develop a milestone schedule - which is essential to conference planning - by working
backward from the beginning date of the conference to include each major step. Examples
include:
Establish completion dates for each major step.
Update and revise the schedule as needed.
SPECIFICATION SHEET
A detailed specification sheet is necessary to identify essential elements of a conference
which typically include, but are not limited to:
BUDGETING
Decide how the conference expenses (other than sleeping room
accommodations and individual meals) will be paid, i.e., by the attendee from a training
or registration fee, or directly by the agency.
CONFERENCE SITE SELECTION
Minimize total costs, consider all factors.
GEOGRAPHIC LOCATION
In determining where to locate the conference, consider:
TYPES OF FACILITIES
DATE SELECTION
For availability and economical reasons, the best months are April, May, September, October, and November. You should book the facility as early as possible to increase the chances of getting the date you want.
CONSIDERATIONS WHEN CHOOSING A SITE
Is the facility.
* Cost effective, e.g., are Government rates honored?
* Safe, e.g., Federal Emergency Management Agency (FEMA)-approved?
* Is there on-site security personnel?
* Easily reached from an airport or by car?
* Clean?
* Well run, e.g., does the staff seem to be competent and
responsive?
* Laid out in a functional way?
* Large enough to supply the number of sleeping rooms required?
* Set up to provide necessary conference registration equipment?
* Handicapped accessible?
Parking.
* Is it adequate?
* How close to the facility is it?
* Is it secure and safe?
* Is the cost separate?
Sleeping rooms.
* Will the facility make the reservations, or are you responsible
for making the reservations for participants?
* What are the facility's registration rules?
* What are the departure rules?
Functionality of meeting rooms.
* Is appropriate space available?
* What costs are involved?
* Is needed equipment available, i.e., for conference registration,
faxes, phones, computers, copiers? DO NOT RENT equipment UNLESS it is absolutely
unrealistic to bring your own.
* Are rooms designated for agency use for the duration of the
conference?
* Are there columns that can block views?
* Are ceilings high enough for audio-video equipment?
* Are rooms suitable for both classroom and/or theater setups?
* Are there windows? Shades?
* Are there manually-controlled thermostats?
* Are rooms handicapped accessible?
* Where are electrical outlets?
* Can the rooms be darkened?
* Would it be more economical to bring audio-visual equipment?
* Does the facility want meeting schedules and room layouts in
writing in advance of the conference?
* If necessary, can the rooms be entered on the evening before for
an early setup?
* Will the facility arrange for room setup if given a layout?
* What setup costs are included?
* What are departure rules?
Exhibits.
* If exhibits are planned, is suitable exhibit space available?
* Are easels available at no cost?
* What are the put-up and take-down times?
* What costs are involved?
* What about pre-delivery and after-conference arrangements?
* If exhibits are shipped, know where and to whom they are to be
sent.
* If you are bringing large exhibits, determine location of loading
dock, appropriate entrances, and elevators.
* Are there additional handling fees?
* Check hotel policy on posting, size, and appearance of signs.
FOOD AND DRINK
BREAKS AND REFRESHMENTS
Breaks should last no longer than 30 minutes and take place between meeting sessions. The following should also be considered when planning for refreshments:
ACCOUNT RECONCILIATION
It is important to request that the hotel bill be prepared in a logical
and chronological sequence, and that backup data accompany the bill. Generally, the hotel
will complete its accounting of the conference within two weeks of the conclusion.
NOTIFICATION
Announcement and/or Invitations.
Announcement of the planned conference should be made as early as possible, even as
much as one year in advance - invitation letters eight weeks in advance. They should
include, but are not limited to:
CONFIRMATIONS
You should:
FACILITY PROCESSES
Check-in and check-out --streamline the process:
Registration is generally the attendees' introduction to the conference. Give it
special attention by:
CONFERENCE INFORMATION PACKAGE
Each registrant should be given a conference information package. Used regularly during the conference, the conference information package should be accurate, beneficial, and reflect detailed information on a daily/hourly basis. If time allows, you may want to finalize the package and send it to the printer at least 4 weeks in advance of the starting date. The program will be widely used, so you may want to print twice as many copies of the program as you have expected attendees. The information package, for example, may contain:
NOTE: Use of agency seal and conference logo may be considered for the
conference package. However, the decision to use such items is strictly the judgement of
agency officials.
MISCELLANEOUS
Suggested Room Coordination.
Plan ahead to setup:
KEEPING IN TOUCH
Plan for:
MEMENTOS
Appropriations are not available to purchase memento items for
distribution to conference attendees as a remembrance of an event. Two notable exceptions
to the memento or gift prohibition are under training and awards. Work closely with
appropriate agency officials to make final determinations.
RESOURCES
The following resources may be of assistance in planning a conference:
CONCLUSION
Process:
Note: Use of pronouns 'we', 'you', and their variants throughout this appendix
refers to the agency.