Enter the claimant’s full name.
Enter the claimant’s SSU ID number.
Enter the claimant’s title/position (i.e. President, Professor, Accountant, Student, etc.).
This is voluntary information under Civil Code Section 179817, but is necessary when a traveler requests mileage reimbursement. Lack of this information may delay reimbursement.
Form defaults to Sonoma State University. You will need to override this and fill in your headquarters if different from SSU.
Enter the department where the claimant works/reports.
Campus Phone #
Enter the phone number where the claimant can be reached on campus or other headquarters.
This will default to the University's address; if your headquarters is different, the address may be overridden.
Enter the correct page number using the dropdown function. If submitting a claim with multiple pages, all pages must be appropriately signed and approved.
Date and Time
Enter the date and time of departure including month and year, on the appropriate line using the twenty-four clock (military time – dropdown function). Enter the time of return on the date of return including month and year. It is mandatory that the departure and return times of the trip be included.
Enter the name of the city or location where the expense was incurred.
Enter the actual cost of lodging. An original itemized receipt is required. The current CSU maximum rate for United States travel, including Alaska, Hawaii, and US possessions is $275 per night, excluding taxes, and is effective for travel occurring on or after November 1, 2015. Please refer to Appendix D of the CSU Travel Policy for International travel.
Meal expense must be submitted at actual cost up to $55/day (no per diem) if travel is within the contiguous U.S. and less than 30 days. If travel is beyond this scope, see Appendix D of the CSU Travel Policy.
Enter the total actual cost of incidentals not to exceed the maximum authorized amount of $7 per calendar day, if travel is within the contiguous U.S. Incidental expenses can only be claimed if travel includes an overnight stay at a hotel. Please refer to Appendix D of the CSU Travel Policy for International travel.
Cost of Transportation
Enter the actual cost of transportation plus tip (up to 20% max) as applicable, i.e. rental car, taxi, airfare, shuttle or bus. An itemized receipt is required for an expense of $75 or more.
Enter the abbreviation for the method of transportation using the dropdown function. “A” for commercial airline, “PC” for privately owned car, “RC” for rental vehicles, “RR” for railroad, light rail and BART, “S” for shuttle and Airporter, “T” for taxi and Uber, and * for multiple methods of transportation. If multiple methods of transportation are used, include details in the Purpose of Trip, Remarks, and Details section of the Travel Claim.
Enter actual parking charges and bridge tolls, and attach receipts for parking expenses of $75 or more.
Private Car Use
Enter the number of miles traveled by private vehicle; the total dollar amount will calculate when the mileage rate is filled in online.
Enter business expense items which could include business phone calls, emergency purchases, conference registration fees, gas, baggage fees, and internet access charges. Provide explanation of why expense is being claimed in the purpose/remarks section of the travel claim. Original receipt required if expense is $75 or more.
Total Expenses for Day
Enter the total amount expended on each day of the trip, this amount will automatically calculate if online form is used.
Expenses Paid by ProCard
f a ProCard is used to pay for a Conference/Meeting Registration fee and/or local Enterprise Rental Car expenses, enter actual expenses in the appropriate box. The copy of the “Use of ProCard for University Travel Expenses” Form and any required back-up documentation must be attached to the claim to substantiate the expenses. NOTE: The CSU Travel Policy prohibits duplicate payment for a cost that was directly billed to and paid by the University.
Enter the total amount of expenses. This will automatically calculate when the online form is used.
Enter the amount of travel advance received, if applicable.
Purpose of Trip, Remarks and Details
Enter a brief statement of the purpose of the trip, if the claim has several trips for the same purpose, one statement will suffice for those trips. Business expense detail is required; enter other details or remarks for expenses, if necessary.
Using the dropdown function, select the appropriate Business Unit that the travel expenses will be charged to.
Enter the account number, fund, and department that the travel expenses are to be charged to.
Enter the expense amount to be charged to the corresponding chartfield string (Amount must be entered or claim will be sent back.).
Enter the balance due to the claimant. (The difference between the claim total less the travel advance.).
Enter the rate of reimbursement being claimed for private vehicle use if different current mileage reimbursement rate. This will automatically calculate and fill in the daily mileage expense column.
Online Travel Certification Training
Claimant’s checkmark verifies completion of the online Travel Certification training. Nonemployee claimants must complete the Travel Certification Form and attach the completed form to each Travel Expense Claim.
Claimant’s Certification and Signature
Claimant's signature certifies that expenses claimed were actually incurred.
Signature of Immediate Supervisor, Department Chair, or Principal Investigator
Signature of Official Approving Travel and Payment
Certifies and authorizes travel; approves actual expenses as incurred on University business. Signature must be at President, Vice President, Associate Vice President, Dean or Administrative Manager level.