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Travel Information

As you know the web-based electronic purchase requisition system has launched. Many of you have asked when will the Travel Requisition form be on-line? We are hoping to have it operational before next fall. Until then we will continue to use a paper-based system. As an interim step we have updated the Travel Requisition form. This form will be the basis for our automated web-based form. We have even put it on pink paper for you.

The form is a little different than what you are accustomed; therefore, we have put together the following instructions. The form is in block format, with each block numbered. Most of the items are self-explanatory, simply complete as follows:

BLOCK No. TITLE DESCRIPTION USER INPUT
1 DATE Date requisition is completed Current date
2 NAME Traveler's name Traveler's name
3 SSAN Social Security Account No. 9 digit SSAN. IRS requirement
4 TELEPHONE No. Traveler's telephone number Campus extension
5 POV LICENSE No. Private Owned Vehicle license plate number. Alphanumeric license plate no. IRS requirement
6 APPROVING OFFICIALS SIGNATURE Signature of Traveler's superior N/A
7 PURPOSE OF TRAVEL State justification for travel Conference, seminar, field work, etc.
8 DESTINATION Location of University business City, State/Province, Country, as applicable.
9 DEPARTURE DATE Date traveler left campus 2 digit month/day/year
10 DEPARTURE TIME Time traveler left campus hh:mm specify a.m/p.m.
11A CHARGE TO FUNDS Allows you to split expense b/t 3 funds to charge the travel Standard fund names used for purchasing, IC for initial complement, etc.
11B AMOUNT OR % OF TOTAL Allows you to specify dollar amount or percentage of travel expense to charge to each fund. e.g. $100.00 to IC remainder to NSF, or 60% NSF/40% IC, etc
11C SEPARATE FUNDS/ ADVANCES Used if a travel advance or PO Annotate check or PO number
11D AMOUNT OR % OF TOTAL Allows you to specify dollar amount or percentage of travel advance or PO each fund. e.g. $100.00 advance, etc.
12 RETURN DATE Date traveler returns to campus 2 digit month/day/year
13 RETURN TIME Time traveler returns to campus hh:mm specify a.m/p.m.
14 EXPENSE ESTIMATE Title Block N/A
  TRANSPORTATION Title Block N/A
15A SURFACE Allows you to select type of surface conveyance for your travel Select "POV" check box for personal vehicle; "Rental Vehicle" check box for rented car; select "Other" check box for mass transit, rail, shuttle, ferry, parking, tolls, etc.
  In-state For travel w/I California Check button if applicable
  CONUS For travel w/I USA Check button if applicable
  International For travel outside USA Check button if applicable
  AMOUNT Annotate expense for each selection List in U.S. currency
15B AIR Select when traveling via air N/A
  In-state For travel w/I California Check button if applicable
  CONUS For travel w/I USA Check button if applicable
  International For travel outside USA Check button if applicable
  AMOUNT Annotate expense for each selection List in U.S. currency
16-20 LODGING/MEALS/ BUSINESS EXPENSE/ CONF./EVENT FEES/ REMOVAL EXPENSE Annotate expense for each selection as applicable. List in U.S. currency
21 TOTAL COST Sum of 15A through 20 less any advancements (Block 11A-D) List in U.S. currency
22-23 FAU DATA/MSO REVIEW EE Accounting Asst./Dept. Mgr entries N/A
24 REMARKS Additional information you may want to provide to expedite your reimbursement Optional
25 SUBSISTENCE SYNOPSIS A brief overview to aid you in completing your requisition. Explains the M&IE rates for various travel situations. N/A

Please do not hesitate to see, our student assistant, or me if you have any questions filling out the new form.