Planning /Submitting UCB Library travel requests for reimbursement

Step 1

All travel must be pre-approved by your supervisor, unit head and/or AUL/Director before initiating your travel request.

Complete the Travel/Training/Development Request Form. Make sure you have all required signatures.

Select funding source*:

a) Staff Development Committee ( SDC) http://www.lib.berkeley.edu/Staff/SDC/forms.html
b) LAUC/Professional http://www.lib.berkeley.edu/LAUC/travel.html
c) Administrative/Collection Development/Professional: need to obtain supervisor and AUL or Director's approval signature.

* Available funding:

* Please Note:

Internet travel packages not reimbursable 
Itemized expenses and supporting documentation are required when  requesting reimbursement for 
University business travel expenses. Travel or "vacation packages" purchased from internet 
vendors generally do not itemize expenses. Consequently, no University business travel should 
be booked through such vendors unless the traveler has confirmed that every aspect of the 
package will be separately itemized (e.g.,explicit room  charges, taxes, services; airfare, 
taxes, fees, etc.).  Without this itemization of expenses, such travel cannot be reimbursed 
regardless of overall cost savings. This requirement is addressed in Section XII, "Reporting 
Travel Expenses"  of the University Travelpolicy, 
http://www.ucop.edu/ucophome/policies/bfb/g28.pdf.

 

Step 2

Send the original signed Travel/Training/Development Request Form to LBS and keep a copy for your records.

Step 3

Prior to any travel out-of-state or to a foreign country, UC travelers must register at http://www.uctrips-insurance.org to ensure insurance coverage for each business trip.

Step 4

After completing your trip, record your expenses on the "actual expense" column on your Travel form. Please use The Travel Check List for submitting the required documents for reimbursement. Send your complete reimbursement package to Kris Leonardo in LBS.

 

UCB Library Travel pre-paid services which help reduce out-of- pocket expenses.