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Step-by-Step Guide to Submitting a Travel Authorization

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glora
0 diapositives · 138 Views · Jul 07, 2014

Learn how to effectively submit your Travel Authorization (TA) with this comprehensive guide presented by Karina Cruz. Discover when a TA is required and the importance of pre-authorizing all travel for liability reasons. This guide will take you through the steps to submit your approved TA to Procurement for essential purposes, including requesting a CIT number, booking flights, and renting cars. Ensure your travel plans are compliant and hassle-free!

#travel authorization #submit ta #procurement process #travel liability #book flights #rent car #cit number #travel planning
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  1. How to Submit a Travel Authorization Presented by: Karina Cruz
  2. When do I need a Travel Authorization? All travel must be pre-authorized for liability reasons. The approved TA must be submitted to Procurement to: Request a CIT number Book a flight Rent a car Request a lodging exception 2 of 8
  3. Travel Authorization Form 3 of 8
  4. CIT Number: Channel Islands Travel Number Submit a Travel Authorization in advance: Destination Dates of travel Purpose Expense estimates Accounting strings Required signatures 4 of 8
  5. The Travel Store If you will be booking airfare you should request a Travel Store account Full legal name Airfare will be billed directly to CI SWABIZ – does not direct bill-travelers must use AMEX or personal credit card Travel Store:http://www.caltravelstore.com/ Travel Store Handbook: http://www.csuci.edu/accountspayable/handbooks.htm 5 of 8
  6. Lodging Exceptions: Allowable lodging rate: $175/night before taxes Submit a Travel Authorization PRIOR to your trip Provide justification for your exception request: Include backup documentation such as conference information, link, & hotel information Note: a CIT number or a Lodging exception will be provided once the exception has been approved. Include that number on your TEC 6 of 8
  7. Planning your trip: Fill out a Travel Authorization form Request a Travel Store account Submit TA to receive a CIT number Request a lodging exception if rate will exceed $175/night Book your flight, hotel, & save every receipt during your travel. Enjoy! 7 of 8
  8. Contact Information: Karina Cruz Procurement Coordinator Lindero Hall 1804 karina.cruz@csuci.edu 805-437-8581 CIT numbers, Travel Store accounts, lodging exceptions 8of 8