1. PROCEDURE FOR SUBMITTING
TRAVEL CLAIM FORMS
Effective March 1, 2004, requests for travel
reimbursements charged to ORSP grant/contract
accounts should be submitted directly to Ms. Tapati
Shah, Travel Coordinator (ADM 351, next to Accounts
Payable). Ms. Shah will review the reimbursement
request to ensure it is filled out correctly and
that all necessary documentation accompanies the
request. Once Ms. Shah has determined that the
documentation is correct, she will forward it
to ORSP for final review of cost allowability
and availability of funds. If Ms. Shah finds that
the reimbursement form is incomplete/incorrect
or documentation is incomplete, she will contact
the claimant (or PI on behalf of the claimant,
if the claimant is not an SFSU employee) directly
to correct any deficiencies.
You may still seek help from ORSP in completing
the travel reimbursement form by contacting Grant
Support Coordinators, Candy Mou (candymoo@sfsu.edu,
x54223) and Ray Vogelzang (raymondv@sfsu.edu,
x53575)
SFSU travel claim forms can be
found at: http://fiscaff.sfsu.edu/services/onlineform/forms/excel/effective_july_01_2008_std262.xls.
Note: The travel desk has asked that claimants
note in the "position" box on the STD
262 form whether they are an SFSU employee or
non-SFSU employee.
STEP 1: PI forwards travel claim to Travel Desk
(ADM 351, next to Accounts Payable).
STEP 2: Travel staff reviews claim to make sure
it was completed properly (Normal processing time
is approximately two weeks, but could take as
long as three weeks, depending on the number of
requests they receive at any given time.)
STEP 3: If there are problems with the claim
form (i.e. back-up documentation is missing),
the travel staff will contact the claimant directly
to resolve. If the claimant is not on campus,
the travel staff will contact and/or return the
form to the PI who approved the travel claim.
STEP 4: Once the Travel Desk approves that the
claim is valid and that all of the proper documentation
is attached, the form will be forwarded to ORSP
for review/approval
STEP 5: ORSP reviews for allowability and availability
of funds (up to 3 days). Once ORSP approves, the
form will be returned to the travel desk and a
reimbursement check will be cut. (2 days)
2. INTERNATIONAL TRAVEL
Effective February 2, per a directive from the
Chancellor's office, ALL international travel
(regardless of funding source) must be pre-approved
by the Provost. To request prior approval for
international travel, please use the "Approval
of Travel and Expense" form which can be
found at: http://fiscaff.sfsu.edu/services/onlineform/forms/pdf/approval_of_travel_expense_claim.pdf.
If you are not claiming a travel advance, simply
do not list an advance amount on the form. Please
submit the form to ORSP. Once ORSP approved, the
form will be forwarded to the Provost for review/approval.
Please attach the approved form when you submit
your travel claim form. International travel claims
submitted without the "Approval of Travel
and Expense" will not be processed.
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