College of Education Eureka Hall 401 Updated: August 8, 2014

Table of Contents 1. Types of Travel: slide 3 Types of Travel 2. Overview of University Travel: slide 4 Overview of University Travel 3. Before You Travel: slide 5 Before You Travel 4. Funded Travel: slides 6-15 Funded Travel 5. Unfunded Travel: slides Unfunded Travel 6. Overview of UEI Travel: slide 20 Overview of UEI Travel 7. UEI Travel: slides UEI Travel 8. Supervision Travel: slide 28 Supervision Travel 9. Sample Travel Process Timeline: slide 29 Sample Travel Process Timeline 10. Key Dates: slide 30 Key Dates

Types of Travel 1. Funded Travel  General Fund – (e.g. SPAR, Dean or Branch)  Supervision – Through AERO  Provost – If you are receiving funding through the Provost  UEI – If you are receiving a grant from UEI then you will need to complete UEI’s travel paperwork (provided by UEI). This process is separate from the University. 2. Unfunded Travel  No funding provided by the University or COE Table of Contents

Overview of University Travel Faculty obtain travel forms from the College of Education website and submit to Eureka 401* Chair signs travel paperwork Dean signs travel paperwork Provost signs travel paperwork APS Staff will enter Requisition for travel in CFS (If travel is Funded) Faculty travels Faculty completes & s Travel Claim, supporting documents & receipts to APS staff APS Staff review Travel Claim and make necessary adjustments Faculty signs Travel Claim Chair signs Travel Claim 11 Travel Claim is submitted to Accounts Payable 12 Check is in the mail! 13 * APS staff review travel paperwork 2 10 Table of Contents

Before You Travel  If you know you will be traveling on University business (including if you’re using UEI funds), you should notify Academic and Program Support (APS) staff at least 30 days* prior to your domestic travel so that all necessary paperwork can be completed and signatures can be obtained before you travel. *60 days for International travel. Travel paperwork is located on the College of Education “Forms and Handbooks for faculty and staff” webpage: listed under “Travel Submission Packets.”  APS staff consist of: Susana Guzman – Don Nahhas – Annie Suarez - (AERO-Supervision Travel) When you submit your travel paperwork (obtained from our travel webpage) to Eureka 401, you will be given a travel envelope and checklist to help keep track of all of your travel documents and receipts. Table of Contents

Funded Travel If you are receiving funding for travel, you need to complete/turn in the following 30 days before you travel (60 for international travel): 1. Domestic or International Travel Expense Justification form 2. Travel Planner 3. Copy of your letter of funding 4. Copy of your hotel reservation/confirmation 5. Copy of your conference registration/presentation International Traveler’s need to also provide: 6. Foreign Travel Insurance Request Form – Must be completed 60 days prior to travel Letter from University President approving International Travel  Travel paperwork is located on the College of Education “Forms and Handbooks for faculty and staff” webpage; listed under “Travel submission Packets.”  Once your travel packet/forms are received in Eureka 401 and checked in, you will be assigned an APS staff member to assist you throughout the process. You will be contacted via to submit any additional documents electronically to that APS staff member. Table of Contents

-Sample- Funded Travel Expense Justification Table of Contents assets/Final-Travel-Expense- Justification-Domestic-Jan pdf

-Sample- Funded International Travel Expense Justification International Travel Form must be submitted to Chair at least 45 days in advance & the President at least 30 days in advance!!! Table of Contents assets/Final-Travel-Expense- Justification-International-Jan pdf

-Sample- Travel Planner Table of Contents assets/form-travel-planner pdf

Funded Travel Cont.  Airline Reservations – When making your airline reservations, DO NOT use your personal points/rewards to purchase your flight. The CSU WILL NOT reimburse you for the dollar value of the ticket; only for the amount (in cash) that is out of pocket.  Lodging – The CSU maximum lodging rate is $ per night (excluding taxes). You must fill out the “Lodging Rate Exception*” portion of the Travel Expense Justification form and get approval from the Provost if you wish to be reimbursed for rates over $ * Lodging Rate Exception can include: lodging rate of hotel hosting conference and/or lowest rate available in travel area. Please note that you can choose to stay in hotels that exceed the $ rate but without approval from the Provost you will only be able to claim up to $ per night.  Advance – If you need an Advance, please indicate the amount on your Domestic Travel Justification form. Please give at least 30 days notice to acquire all signatures, for staff to enter Travel Requisition with the Advance, and for the Advance to be issued.  Car Rental – If you need a rental car, APS staff will make the arrangements for you and reserve an economy class vehicle.  When you submit your travel paperwork (obtained from our travel webpage) to Eureka 401, you will be given a travel envelope and checklist to help keep track of all of your travel documents and receipts. Table of Contents

Travel Claim After you have completed your travel, you need to do the following within 30 days: 1.)Complete and a Travel Claim form to the APS staff member assisting you. 2.)Turn in all original receipts and supporting documents (e.g. Conference schedule/brochure). 3.)APS staff member will review Travel Claim and make any necessary adjustments. 4.)APS staff member will contact you to come and sign Travel Claim. 5.)APS staff member will have Chair sign the Travel Claim and then submit to Accounts Payable for processing. Table of Contents

Travel Claim Cont. For a full explanation of how to complete a Travel Claim, see the “Instructions” tab in the Travel Claim Excel document. 1.)Meals – You can only claim meals if the conference you are attending does not provide them. You can claim up to $55 per day for meals. NOTE: any meal over $24.99 requires an itemized receipt. If claiming meals you will need to show that the conference did not provide meals. 2.)Incidentals – can only be claimed after the first 24 hours of travel, and only up to $7 a day. 3.)Mileage – You can claim mileage to-and-from the airport. Be sure to include your vehicle license info on the Travel Claim. 4.)You will only be reimbursed for the amount that you received funding for. If your Travel Claim exceeds the approved amount, you will need to enter a negative number in the Travel Claim. If you received an Advance, you will need to subtract the amount you received from the rest of your claim. Table of Contents

-Sample- Travel Claim Faculty completes all areas highlighted in yellow APS staff will complete all areas highlighted in green Table of Contents Travel-Expense-Claim xls

Electronic Funds Transfer (Optional) If you would like to be reimbursed for your Travel Claim through Direct Deposit, follow these instructions. 1.)Download the EFT form from the forms section on the COE website: )Read the instructions, complete and sign the EFT form and attach either a Voided Check, or a Deposit Slip. 3.)In order to set up Electronic Funds Transfer/Direct Deposit for Travel Claims, you must schedule an appointment with Leah Davis in Procurement and bring the EFT from and voided check or deposit slip. Leah Davis is currently only making appointments from 3:00pm to 4:00pm, Monday through Friday. She can be reached at (916) or 4.)You must already be set up in CFS before you meet with Leah Davis. Table of Contents

-Sample- EFT form Be sure to attach a Voided Check or Deposit Slip! Table of Contents assets/form-eft-process pdf

Unfunded Travel If you are NOT receiving funding for travel, you still need to complete/turn in the following 30 days before you travel (60 for international travel): 1. Unfunded Travel Request form 2. Domestic Travel Expense Justification form 3. Copy of your hotel reservation/confirmation 4. Copy of your conference registration/presentation  Travel paperwork is located on the College of Education “Forms and Handbooks for faculty and staff” webpage;  Once your Unfunded Travel Request is received in Eureka 401 and checked in, you will be assigned an APS staff member to assist you throughout the process. You will be contacted via to submit any additional documents electronically to that APS staff member. Table of Contents

-Sample- Unfunded Travel Request Table of Contents assets/form-unfunded-travel- request-blank-2014-june.pdf

-Sample- Unfunded Travel Expense Justification Table of Contents assets/Final-Travel-Expense- Justification-Domestic-Jan pdf

Unfunded Travel Cont. Important!  If you think you will receive funding in the future for a previous trip, save all your supporting documents and receipts! Receipts are needed for your travel claim.  If you do receive funding in the future, you will need to follow the steps for Funded Travel, including resubmitting a new Travel Expense Justification form for approval AND attach the signed copy of your previous Unfunded Travel Expense Justification form.  The CSU maximum lodging rate is $ per night (excluding taxes). You must fill out the “Lodging Rate Exception” portion of the Travel Expense Justification form and get approval from the Provost if you wish to be reimbursed for rates over $ *Please note that you can choose to stay in hotels that exceed the $ rate, but without approval from the Provost you will only be able to claim up to $ per night. Table of Contents

Overview of UEI Travel Faculty complete UEI travel paperwork (provided by UEI) Faculty submit travel forms to Eureka 401* Chair signs UEI travel paperwork APS staff submit travel paperwork to UEI Faculty travels Faculty completes & submits UEI Travel Claim (provided by UEI), supporting documents & receipts to APS staff APS staff review UEI Travel Claim & make any necessary adjustments Faculty signs UEI Travel Claim Chair signs UEI Travel Claim Travel Claim is submitted to UEI 11 Check is in the mail! 12 * APS staff review travel paperwork 3 10 ** UEI Travel Paperwork is also available on the College of Education website Table of Contents

UEI Travel If you are receiving UEI funding for travel, you need to turn in the following: 1. Estimated Cost Worksheet 2. Travel Request 3. Copy of your letter of funding  UEI Travel paperwork is located on the College of Education “Forms and Handbooks for faculty and staff” webpage; listed under “Travel Submission Packets. The Excel document encompasses all of the UEI travel forms.  Once your travel packet/forms are received in Eureka 401 and checked in, you will be assigned an APS staff member to assist you throughout the process. You will be contacted via to submit any additional documents electronically to that APS staff member. Table of Contents

UEI Travel  Advance – If you need an Advance, please indicate the amount on your UEI Travel Request form. Please give at least 30 days notice to acquire all signatures, for staff to submit UEI Travel Request with the Advance, and for the Advance to be issued.  Car Rental – If you need a rental car, APS staff will make the arrangements for you and reserve an economy class vehicle. Table of Contents

-Sample- UEI Estimated Travel Cost Worksheet Choose “N” for Non-State Funds Table of Contents faculty-staff.html

-Sample- UEI Travel Request Table of Contents faculty-staff.html

UEI Travel Claim After you have completed your travel, you need to do the following within 30 days: 1.)Complete and a UEI Travel Claim form to APS staff member assisting you. 2.)Turn in all original receipts and supporting documents (e.g. Conference schedule/brochure). 3.)APS staff member will review UEI Travel Claim and make any necessary adjustments. 4.)APS staff member will contact you to come and sign UEI Travel Claim. 5.)APS staff member will have Chair sign the UEI Travel Claim and then submit to UEI for processing. Table of Contents

UEI Travel Claim Cont. A few things to know about the UEI travel claim… 1.)Meals – You can only claim meals if the conference you are attending does not provide them. You can claim up to $55 per day for meals. Note: any meal over $24.99 needs an itemized receipt. If claiming meals you will need to show that the conference did not provide meals. 2.)Incidentals – can only be claimed after the first 24 hours of travel, and only up to $7 a day. 3.)Mileage – You can claim mileage to-and-from the airport. Be sure to include your vehicle license info on the Travel Claim. 4.)You will only be reimbursed for the amount that you received funding for. If your UEI Travel Claim exceeds the approved amount, you will need to enter a negative number in the UEI Travel Claim (see sample). Table of Contents

-Sample- UEI Travel Claim Table of Contents faculty-staff.html

Supervision Travel If you are receiving funding for Supervision travel, you need to turn in the following to Annie Suarez by the 10 th of each month: 1. Travel Claim – Use the Travel Claim that Annie s you!  At the beginning of each semester, Annie will receive a list of faculty who will be receiving funds for Supervision Travel. Annie will faculty members explaining the travel procedures using the attached Travel Claim form.  Once the Travel Claim is received by Annie, she will review it and forward it for signatures from the Chair and the Dean’s Office. Once signatures have been received the Travel Claim will be sent to Accounts Payable for processing. Table of Contents

Sample Travel Timeline  As soon as possible, fill out Travel forms (funded or unfunded) located on the College of Education “Forms and Handbooks for faculty and staff” webpage; listed under “Travel Submission Packets” and submit to Eureka  30 – 60 days prior to travel complete and submit necessary forms for travel to Eureka 401 and obtain Travel Envelope.  Domestic Travel Justification forms can take days to obtain all signatures (Chair, Dean and Provost).  International* Travel Justification forms can forms can take days to obtain all signatures (Chair, Dean and Provost) and must be submitted to the President’s office no later than 30 days prior to travel date.  Complete and submit Travel Claim Form and supporting documents and receipts to APS staff within 30 days after travel date.  APS staff finalizes Travel Claim Form and obtains signatures (1-2 weeks).  APS Staff submits complete Travel Claim Form to Accounts Payable/Travel, UEI or Provost’s Office (depending on funding source).  Travel reimbursement check mailed to traveler within (1-2 weeks). * International Travelers must complete a Foreign Travel Insurance Request Form 30 days prior to travel Table of Contents

Key Dates for Funded and Unfunded Travel  Notify COE Staff as soon as possible of upcoming travel (Funded or Unfunded)  Obtain International Travel Insurance – 60 days prior to travel date (Funded or Unfunded)  Submit International Travel Justification – 45 days prior to travel date (Funded or Unfunded)  Submit Domestic Travel Justification – 30 days prior to travel date (Funded or Unfunded)  Submit Travel Expense Claims (with all receipts) – 1 week after travel completion COLLEGE OF EDUCATION FINAL SUBMISSION DEADLINE DATES  Last day to submit International Travel Justifications – March 20, 2015 (Funded or Unfunded)  Last day to submit Domestic Travel Justifications – May 1, 2015 (Funded or Unfunded)  Last day to submit Travel Expense Claims (with all receipts) – June 12, 2015