Travel - Employee Domestic Destinations

No

If a requisition is required, the minimum time for generating a dispatched purchase order (PO):

N/A

Rules and Requirements are based on the destination. Refer to the guidelines below:

• Delegation of Purchasing Authority Guideline
• Procurement Card Guideline
• Signature Authority Guideline
• Travel Policy
• Travel Procedures

N/A

Complete the following forms:

• Travel Request (PDF)
• Travel Cost Comparison (PDF)
• Travel Claim (PDF)
• Business Mileage Log - Privately Owned Vehicle (PDF)
• STD 261 - Authorization for Private Vehicle (PDF)

Note: Pre-trip claims may be reimbursed for out of pocket expenses.

By accepting a contract with the CSU, Contractors must certify they are neither nor its principals or its subcontractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in transactions by any federal department or agency (2 Code Federal Regulations[CFR] 180.220, in accordance with the Office of Management and Budget guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1986 Comp., p. 189) and 12689 (3 CFR Part 1989 Comp., p. 235).

For contracts using both, CSU and federally awarded funds, a debarment check must be completed prior to issuing any procurement contracts of goods or services that are $25,000.00 or greater.

Risk Management Review Required?

Yes

Form STD 261 - Authorization to use Privately Owned Vehicles on State Business must be completed and on file with the department and updated annually.

In person Defensive Driver Training is required if driving a vehicle more than once per month.

1. Direct billing of airfare or car rental available via campus travel agency (Giselle's). Documents required for this type of payment:
   • Travel Request Form if used by department or direct billing applies
   • Travel Expense Claim Form Appropriately approved
   • Supporting receipts and documents as required by procedures
2. Employee reimbursement at Cashier’s window for low dollar value (under $100) and no overnight stay
   • Petty Cash Disbursement Voucher appropriately approved. If signed by level 3, travel request is not required. If not signed by level 3, attach appropriately signed Travel Request Form.
   • Supporting receipts and documents as required by procedures
3. Employee reimbursement via Check or ACH
   • Travel Request Form if used by department or direct billing applies
   • Travel Expense Claim Form Appropriately approved
   • Supporting receipts and documents as required by procedures
4. For frequent travelers, US Bank One Card (see PCard Administrator)
   • Travel Request Form if used by department
   • Travel Expense Claim Form Appropriately approved
   • Supporting receipts and documents as required by procedures

NOTE: Invoices received by Accounts Payable, prior to payment, are routed to the requester or approver to verify receipt of service or items. Reference the Invoice Approval Process for more information.

Travel Request Form required if using campus travel agent, Giselle's, for airfare or to book Enterprise car rental.

Travel Cost Comparison is required when deviating from normal procedures. For example,

• Extending a trip for personal days
• Using alternative transportation, drive versus fly when flying would be the standard mode of transportation
• Service upgrades

Travel Claim form is required for reimbursement or clearing any advances including travel related one-card charges. Due 30 days after completion of travel.

Common GL Account(s) to Use

• 606001 - Travel Domestic in California
• 606002 - Travel Domestic out of State

Refer to your Division/College/Department for additional policies and procedures.