Fiscal Services

Travel Guidelines and Reimbursement Rates

The following information is provided for your quick reference. For additional information please see the CSU Travel Procedures and Regulations.

Before your Trip

A Travel Pre-Authorization Form (Form 1A) is required prior to departure. If no advance is requested, please keep this form in your department until the trip is completed, and submit with the Travel Claim (Form 262). If a private vehicle is to be used, please sign the "Certification of Minimum Liability Insurance" section on the form. If an advance is requested, please allow one week for processing. Advances are issued in amounts over $50.00, and are issued to the individual traveler. Travel advances requested more than 30 days prior to departure must be accompanied by appropriate justification (see Form 1A for details). Advance checks are disbursed from the University Cashier's Office 756-2256.

Your Travel Pre-Authorization Form can also be used as approval /proof of traveling on University business and therefore make your hotel stay eligible for a tax discount.  It is the hotel’s discretion to grant the waiver of fees.

After your Trip

A Travel Expense Claim (Form 262) is required and must be filed with the Accounts Payable Office within 10 days of your return.

Travel Reimbursement Rates for Travel that Includes an Overnight Stay

    Rates of Reimbursement
United States Travel Daily Meals and Incidental Expenses Actual meals expenses up to $55/day + $7/day incidentals allowance
Receipts required for any individual expenses of $25 or more
Lodging Traveler will be reimbursed for actual lodging expenses, receipts required
International Daily Meals and Incidental Expenses Published Federal Government Per Diem for specific location*. No receipts required
Lodging Traveler will be reimbursed for actual lodging expenses up to the Published Federal Government Per Diem for specific location
Non-Commercial Facility Daily Lodging Expenses Actual expenses up to 100% of Published Federal Government Per Diem for specific location
Receipts required for expenses of $25 or more
*Federal Per Diem rates for all locations: http://aoprals.state.gov/web920/per_diem.asp

 

Domestic Travel Documentation Requirements

All per diem amounts must be itemized. Receipts must be provided for amounts over $25.00. If a receipt is not provided, a Lost Receipt Form must be submitted to obtain reimbursement. Amounts not supported by a receipt or a Lost Receipt Form will be reported to the I.R.S. as income.

Reimbursable Meals on Departure and Arrival Days

Meal reimbursements for expenses incurred for partial day travel with an overnight stay-

Domestic
  • If you leave prior to 8am, you can claim up to $55
  • If you leave prior to 12pm, you can claim up to two-thirds of the $55 maximum($36.66)
  • If you leave prior to 6pm, you can claim up to one-third of the $55 maximum($18.34)
  • If you return after 9am, you can claim up to one-third of the $55 maximum ($18.34)
  • If you return after 2pm, you can claim up to two-thirds of the $55 maximum ($36.66)
  • If you return after 6pm, you can claim up to $55 in meals expenses
International

The reimbursement of Meals and Incidental expenses shall be calculated in multiples of the applicable federal per diem rate based on the total number of hours between the time of arrival at the foreign location and the time of departure.

    For partial days, hours should be rounded to the nearest quarter day as follows:
  • 3 hours up to 9 hours equals 1/4 day or 25%
  • 9 hours up to 15 hours equals 1/2 day or 50%
  • 15 hours up to 21 hours equals 3/4 day or 75%
  • 21 hours up to 24 hours equals 1 day or 100%

Travel of Less Than 24 Hours:

When the entire length of a trip is less than 24 hours, meals and incidental expenses shall not be reimbursed unless the travel includes an “overnight stay” as supported by a lodging receipt.   If the traveler is unable to provide a lodging receipt, he or she must include a statement with the Travel Expense Claim explaining why a receipt is not available (e.g. the traveler lodged with a friend or relative, stayed overnight at the airport, or took alternative transportation that required the traveler to be away overnight).

Overnight Stay Exception
If an exception to the overnight‐stay requirement is allowed by the approving authority, the amount of the meal(s) reimbursed becomes reportable and taxable. The amount will be reported to Payroll and included in Box 1 of the employee’s W‐2 form. Under no circumstances will expenses for lunch be reimbursed for travel of less than 24 hours.

Rental Car Information

The currently approved mileage rate is 56 cents per mile. Your vehicle license number must be included on the claim.

Special Rules Regarding International Travel

Cal Poly employees travelling internationally should visit the Cal Poly International Center website for the required travel authorizations.

Reimbursement rates are the same as above. Upon your return you must convert each receipt submitted into US Dollars. Please use this link The Currency Site to connect to a currency conversion website that should be used to determine conversion rates. Please attach a copy of the currency conversion website output to your travel claim along with your receipts.

Once approved, international travel pre-authorization forms are returned to the department to be submitted with the travel claim (reimbursement) at the completion of travel. If an advance is required, the International Center will submit a copy of the Travel Pre-Authorization Form (1A) to the Travel Coordinator for processing.