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Travel and Reimbursement

The University will reimburse faculty, staff, students, and non-UCSD travelers for allowable expenses incurred when traveling on official University business. Please follow steps below.

Before You Travel

For Faculty and Students:

  1. Contact Helen Fluetsch, Maria Cortes-Morton, and Ashley Feil via or in person and Department Financial Ananlyst Juan Villanueve via to set up a trip by providing trip information, dates, project number and name of event.
  2. All travelers should Enroll in UC Trip Insurance. 
  3. Review UCSD Travel Policy Highlights.
  4. Due to switching over to new travel and financial systems you are REQUIRED to set individuals as delegates for any travel. Listed below are the instructions; travel requests cannot be completed without this step:
- Go to and sign in using your UCSD login
- Once logged in, go to the top right corner and click on Profile, then click Profile Settings
- Go to the left side bar under Request Settings – go to Request Delegates – click Add – easiest way is to put the email address of the person to add as delegate, one at a time in search box:
- Select all items we are delegated to do on your behalf,  which is Can Prepare, Can Submit Reports, Can Submit Requests, Can View Receipts,  Can Receive Emails 
- Click the Add button at the top of the page (blue button) then Save. Then repeat with the next person to Add and then Save as a delegate on your behalf. 
- Go to Travel Settings on the left side of the screen, click on Assistants/Arrangers
- Click the red Add an Assistant button
- Add the following:
- Check off "Can book travel for me" and save, do the same process when adding each email

For Students:

  1. Complete the UCSD Student Certification for Business-Related Travel form. Be sure to check the first box "Directly supports the faculty/PI project or research program" or the second box "Presenting at a conference." If second box is checked, attach a copy of the program listing your name and UCSD. Obtain your faculty advisor's signature. Please submit UCSD Student Certification for Business-Related Travel form to student workers or Juan before leaving for your trip. 
  2. Complete the Field Operational Planner for your trip:
  • Urban Domestic Field Trips or Undergraduate Student Travel –   Online form
  • International Trips, Trips to Remote Areas, and/or trips involving special hazards (i.e. environmental, chemical, mechanical, etc.)    Word doc |  PDF

It must be submitted one month prior to your trip! Make sure your safety coordinator and department administrator have a copy of your plan before you go.

Please send a copy of your plan to an EH&S Field Safety coordinator for review. When a plan is submitted, the Field Safety coordinator will make recommendations for organizing a safe and productive trip.

Contact an EH&S Field Safety coordinator:

Research trips  (858) 534-7651 Mail Code: 0089
Non-research trips  (858) 534-6027 Mail Code: 0920
Risk Management/Insurance  (858) 534-3820 Mail Code: 0925

Ban on state-funded and state-sponsored travel:

Effective January 1, 2017, this law prohibits state-funded travel to a state that has passed a law after June 26, 2015 that (1) authorizes discrimination based on sexual orientation, gender identity, and gender expression, or (2) voids or repeals existing state or local  protections against such discrimination. The law identifies the University of California as an entity covered by the law.
Hence, departments are prohibited from using state funds to process travel reimbursement for conferences or research purposes.  This will include all department operations, instruction, and graduate student support funds.  However, some faculty and graduate students do have external funding or gift funds that they can use for travel purposes.  
Since 2017, California has added up to 17 states to AB 1887.  You can always find the updated list here.  

The following states are currently subject to California’s ban on state-funded and state-sponsored travel:

  1. Alabama
  2. Arkansas
  3. Florida
  4. Idaho
  5. Iowa
  6. Kansas
  7. Kentucky
  8. Mississippi
  9. Montana
  10. North Carolina
  11. North Dakota
  12. Oklahoma
  13. South Carolina
  14. South Dakota
  15. Tennessee
  16. Texas
  17. West Virginia

After You Travel

All receipts must be submitted before the payment will be authorized. All travel receipts are due within 14 days of trip completion.  Original receipts or electronic submissions are acceptable.


Reimbursements for Events, Honorarium and Other

Due to the revised UCOP Major Events Policy from Fall of 2017, department can no longer allow alcoholic beverages to be included as reimbursement or direct charge from any of the food outlet on UCSD property without 21 day prior approval from Academic Affairs.  This means the department need to be notified that there is an intention to purchase alcohol for any meetings or events prior to Academic Affairs 21 Day deadline in order for us to submit a request for review and approval.  Please contact Nancy Lee or Debra Kelly to submit request.  

Before the Event

  1. A W-9 is required to set up any new payees in the UC system. It is always required for outside visitors receiving honorarium. If you have already received reimbursements in the past then W-9 form is not needed.
  2. Create a sign in sheet with attendees and there affiation for the event. 
  3. Complete an Events and Activities Intake Form to receive approval from the corresponding vice chancellor.

After the Event

  1. Submit sign in sheet with attendees and there affiliation for the event. 
  2. Submit all itemized receipts.
  3. Fill Event Reimbursement Form and send to Debbie Kelly via email or in person.


UCSD Dining Direct charge


Please complete a food/beverage recharge form and submit to Debbie Kelly via email or in person.