If you need assistance preparing the forms or have any questions, please feel free to call Medora Bratlien at (619) 594-7429 or email her at email@example.com
If ANY travel takes you outside of San Diego County, you MUST complete a travel form (T-2) and submit it to Patti Swinford in LS 104 10 days prior to in-State and 25 days prior to out-of-State and foreign travel. You must complete a T-2 form even if you are not requesting reimbursement, as it provides worker’s comp coverage while you are traveling. This rule applies to all employees of SDSU.
This is also the form by which you can request a travel advance. The requested advance is not to exceed 80% of estimated out of pocket expenses for the traveler. If you would like an advance, you must also provide documentation of any expenses you have already incurred (conference registration, airline ticket) including a copy of your credit card showing the payments made (please black out all other information, charges on your statement).
The excel form may be obtained from the SDSU web page under Travel Forms http://bfa.sdsu.edu/ap/forms.htm#travelforms
Additional policies regarding travel advances can be found here:
Note: A valid California driver’s license and Defensive Driving Certificate are required of all SDSU employees who will be operating University vehicles, rental cars, or their own vehicle on University business. Classes for the Defensive Driving Certificate are offered each semester through Parking Services. If you are driving a personal car for state business, you must also submit an Authorization to Use Privately Owned Vehicles on State Business form found here: http://www.documents.dgs.ca.gov/osp/pdf/std261.pdf
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When you return from your trip, you will submit a Travel Expense Claim http://bfa.sdsu.edu/ap/forms.htm#travelforms
While traveling, be sure to keep ALL receipts for expenses you wish to be reimbursed for. If you are traveling by common carrier (airline, train, busline, etc.) you MUST keep your boarding pass stub for proof of travel. (If traveling on Southwest, please keep your electronic receipt.)
You should also retain some evidence that you attended the function you are traveling for (name badge, conference program, etc.). Submit your Travel Expense Claim along with receipts and supporting documentation immediately upon your return to Patti Swinford in LS 104. The form must be accurately completed and thoroughly supported by appropriate documentation in order to assure timely reimbursement.
Please note that the cost of gas is not reimbursable. Instead, you will be reimbursed for the miles you drove. If you submitted a reimbursement for a trip made via car, please include a mapquest (or a similar website’s) printout of your trip that indicates the distance traveled. On the Travel Expense Claim, you will then calculate the reimbursed amount ($0.585/mile).
Please refer to the complete manual on SDSU travel policies and procedures for more detailed information and to obtain the required forms electronically.