Please consult the Bren Finance Team prior to your travel booking by sending a request by email to email@example.com in order to ensure proper reimbursement and back-up documentation is attained and UC policies are being adhered to.
Travel shall be planned in a manner that reduces cost to the university. For example, using Connexxus to make airfare, lodging, and car rental reservations automatically gives you access to the university's car rental agreements (insurance included), lodging agreements (corporate rate), and airfare programs (no penalty for canceling refundable flights). Making reservations outside Connexxus may inadvertently disconnect the traveler from benefits such as automatically included insurance coverage, exposing the traveler and the University to uninsured risks.
It is important that travelers go through the Bren Finance Team to make travel arrangements for lodging, airfare and car rentals. This guarantees proper coverage and reimbursement to the traveler. Any travel booked outside of Connexxus needs to register through the Business Travel program when traveling outside of California. Please see the Insurance section for more information.
The Bren School has the ability to direct bill airfare and hotels. This enables the Bren School to book rooms and schedule flights for visitors and pay for the expenses directly. For more information, please contact firstname.lastname@example.org.
The Bren Finance Team is happy to answer any travel related questions and assist with travel arrangements. Please review the UC Travel Policy for more information on UCSB travel guidelines and policies: policy.ucop.edu/doc/3420365/BFB-G-28
Connexxus offers university travelers excellent pricing options for airfares, hotels and car rentals through a secure web portal, with options ranging from full agent assistance to online booking. Please book airfare, hotel and car rentals through Connexxus whenever possible.
A Trip ID needs to be generated by the Finance Team to process direct billing. Please send your request to travel@Bren.ucsb.edu
More information as well as the web portal link can be found here: bfs.ucsb.edu/travel_entertainment/travel-planning/connexxus
UCSB Transportation Services can provide a variety of vehicles for trips leaving from UCSB. Contact email@example.com to reserve a vehicle.
Travelers who make transportation travel arrangements such as booking flights and car rentals through Connexxus are automatically enrolled in insurance. Insurance is not reimbursable for these types of expenses (as they are considered “add-ons”) if they are purchased outside of Connexxus’ preferred travel agencies and supported online booking tools.
University travelers must enroll in the Business Travel program if traveling outside of California. This will provide insurance coverage while traveling.
If arrangements are made through Connexxus then enrollment is automatic and filling out the form is not necessary.
Travel advances are used to help pay traveling expenses that occur prior to an actual trip.
Proof of purchase is needed for airfare, lodging, registration, and travel expenses.
Any other arrangement for pre-trip costs needs a pre-approval. Travel advances should be requested from the Bren School at least three weeks prior to departure to ensure that the checks will be ready on time.
Complete a Travel Advance Request Form and submit it to firstname.lastname@example.org. Once approved and processed, a check will be mailed to the address provided on the form.
All travelers that receive a travel advance must submit a Domestic Travel Reimbursement Worksheet or Foreign Travel Reimbursement Worksheet (including receipts) within 21 days after the completion of travel.
Upon completion of a trip, all travelers must submit a Domestic or Foreign Travel Reimbursement Worksheet. With this form, all original itemized receipts, ticket stubs, itineraries, agendas and any other documentation substantiating the expenses should be submitted to the Bren Finance Team. All travel must take place prior to reimbursement. Please submit this form with documentation as soon as possible after the trip has taken place. This will ensure proper reimbursement in a timely manner.
The project code that will be used to expense the travel costs must be included on the form. If the traveler is not a PI on the account then the authorized PI will have to give permission to use the account by co-signing the form or by submitting an email approval.
Please note that original receipts must be provided for all expenses and itemized when applicable
Allowable expenses and guidelines for booking and reimbursement:
- Airfare – economy only, US Flag carrier if international travel
Please contact email@example.com in order to book your flight to utilize direct billing to UCSB. This is strongly suggested and preferred.
Receipts must be itemized if not booked through the Bren Finance Team.
- Train/Bus/Taxi (no limo service)
UC Policy reimburses the most economical means.
- Rental Car and Gas
Insurance is not reimbursable if you book a rental car on your own: always book rental cars through UCSB. Contact firstname.lastname@example.org.
Only intermediate or smaller vehicles are reimbursable.
Receipts must be final and itemized (i.e. not a quote or reservation)
- Personal Car Mileage – $0.57.5 per mile effective January 1, 2019.
A map (i.e. Google maps) must be provided showing starting/ending location and mileage by date.
License plate number and confirmation for liability insurance must be filled out on the worksheet.
- UCSB vehicle rentals (Plan in advance, with a min. of 2 weeks’ notice per request)
Book through email@example.com
- Max room rate: $275 per night before taxes/fees.
Please contact firstname.lastname@example.org in order to book your room to utilize direct billing to the Bren School. This is strongly suggested and preferred.
Receipts must be final and itemized (i.e. not a reservation)
- Domestic – up to $62 for a 24-hour period, with original itemized receipt(s)
- International – Per diem per State Department website
- Traveler must provide copy of event agenda
Receipts must be itemized
Please note that a justification is always needed for attending an event. Please submit event information with your reimbursement such as an agenda, invitation or itinerary.
Travel Forms and Links
Alternatively, you may fill out the Domestic Travel Reimbursement Worksheet through DocuSign by following this link: Bren Domestic Travel Worksheet.
Please submit the appropriate form along with backup documentation cited above to email@example.com after the completion of the trip.
International Visitors to the USA need to submit the following 2 forms: