Check Request form

• CEE Check Request Form

Once the form has been completed and approved by authorized signatory drop off original receipts and form into the CEE Administrative Office in 759 Davis Hall for processing.

Entertainment Check Request form

To be completed for reimbursement of food/beverage expenses. The reimbursement request must have the following information:

• After the form has been completed and approved by authorized signatory drop off original receipts and form to Dee Korbel, 759 Davis Hall.

Travel

Airfare

UC policy-All travel should be economy/coach class, the traveler should always purchase the lowest airfare available

Travelers using Federal funds or grant money are required to use US air carriers or their affiliates.

CTS form

• · A CTS form may be used when making arrangements with Carlson Wagonlit Travel and charging airfare directly to a U C Berkeley account.

Lodging/Rental Car

The University has negotiated special rates with a number of hotels, car rental agencies, and local airport parking.  For a complete list visit:

http://travel.berkeley.edu/Resources/Resources.htm#PreferredVendors

Remember to use the U C agreement # when making your reservations.

Travel Expense Claim Form

The travel expense claim form can only be processed with receipts, travel information, and the traveler's signature on the form.

• For domestic travel there is no per diem for meals and incidentals. There is an allowable amount but receipts for meals must accompany reimbursement request.
• Per diem for foreign travel can be found at:  http://aoprals.state.gov/content.asp?content_id=184&menu_id=78
• If a private car was used the traveler will need to provide the vehicle license plate number, exact mileage, and whether liability insurance is carried on the car. Current rate is $.485/mile.
• After the travel claim form is completed and signed approved drop off original receipts and form to the CEE Accounting Services in 759 Davis Hall for processing.
• Proof of payment is required for all reimbursement

Lost receipts

If receipts are lost the traveler is required to provide a written explanation to be included with the paperwork being submitted to the U C Travel office.

Failure to complete and sign forms could result in delay of reimbursement.

Paying foreign visitors (students and scholars)

Visa Types and Required Documentation

To reimburse/pay non-U.S. citizens travel expenses, entertainment, non-travel expense, and honorarium the following is required information regarding visa type and payment/reimbursement eligibility can be found at the UCB Travel Services web site .

• The individual needs to complete, sign, and submit a UC W8-BEN Certification of Academic Activity form. The department does not have access to any other copies of this form the individual has completed else where on campus and requires a form be completed for each request. The caveat being if the individual is being paid honorarium and travelreimbursement at the same time only one form is required.
• Include a copy of the I94 or Visa with the reimbursement/honorarium request.
• Copy of passport