[Faculty] FW: IMPORTANT New Requirement for T2 Travel Approval

Mon Jun 6 11:06:34 PDT 2011

Faculty,

Dr. Lee had two questions regarding this "New" University/State Travel
policy and how it relates to the Foundation.  The "New" University Travel
Policy is separate from the Foundation and therefore does not change the
current Travel Foundation policies and procedures.

If you plan to use your Foundation grant funds, you still need to complete a
State "T2" and have your Department Chair, the Dean, and you sign.  You
would enter a zero dollar amount for expenses and write on section of oracle
account number "FOUNDATION FUNDS".    This "new" State T2 was sent to you on
my April 5, 2011, email.  

Once all the signatures (traveler, department chair, and Dean) are obtained
your department coordinator will keep it on file at the department level.
Again, this is if you are using foundation funds.  Please keep in mind,  the
University/State has its own signature requirements.  Please refer to the
email sent to you on 6/3 for further details. 

IF YOU ARE TRAVELING INTERNATIONALLY USING YOUR FOUNDATION (GRANT FUNDS) YOU
STILL NEED TO COMPLETE THE FOUNDATION RISK FOREIGN TRAVEL DOCUMENT AND
ELECTRONICALLY EMAIL IT TO BOB BROWN AT THE FOUNDATION WHICH IS ON THE FORM
AND HAS A LINK.  I have attached that for you.  The form is also on the
Foundation web site under forms.  Again, the University/State Travel
Department has its own travel insurance form that you fill out when using
University/State funds for traveling internationally.

One other question a few people asked is in regards to the "New"
University/State T2 Travel Approval Chart emailed to you on 6/3 regarding
required signatures.  Who is the Associate Vice President for our College?
The answer is Ethan Singer at Academic Affairs.

Thanks

jlane

From: Gordon K. Lee [mailto:glee at mail.sdsu.edu] 
Sent: Friday, June 03, 2011 10:34 AM
To: jlane at mail.sdsu.edu
Subject: FW: [Faculty] FW: **IMPORTANT** New Requirement for T2 Travel
Approval
Importance: High

Hi Jacqueline:

                Suppose we do not use state funds for our travel; but we
still want to be sure that we are covered by the university insurance. Do we
still need to fill out the T2 form? Also, if we are traveling during the
summer on university business (for example, I have two conference  trips,
one of them international) and am not using state funds, do I still need to
(a) fill out the T2 form and (b) fill out the FTIP form?

Hope all is well.  Regards, GLEE

Dr. Gordon Lee

Department of Electrical & Computer Engineering

5500 Campanile Drive

San Diego State University

San Diego, CA 92182-1309

Ph:  (619) 594-6388

Fax: (619) 594-2654

Email: glee at kahuna.sdsu.edu

From: faculty-bounces at engineering.sdsu.edu
[mailto:faculty-bounces at engineering.sdsu.edu] On Behalf Of Jacqueline Lane
Sent: Friday, June 03, 2011 10:17 AM
To: faculty at attila.sdsu.edu
Cc: staff at attila.sdsu.edu
Subject: [Faculty] FW: **IMPORTANT** New Requirement for T2 Travel Approval
Importance: High

Faculty,

Please read the information below regarding travel restrictions and
additional reviews and approvals required for future travel.  This applies
to University funds (College and Department funds received from the
University).

This does not apply to Foundation funds (grants), so you can use your own
Foundation grants without having to go through all the new requirements
listed below for state funding, unless Foundation notifies otherwise.

jlane

From: owner-proj-leap at lists.sdsu.edu [mailto:owner-proj-leap at lists.sdsu.edu]
On Behalf Of Lorretta Leavitt
Sent: Thursday, June 02, 2011 4:22 PM
To: proj-leap at lists.sdsu.edu
Cc: 'Lorretta Leavitt'
Subject: **IMPORTANT** New Requirement for T2 Travel Approval
Importance: High

Attached and below please find important information for all travel,
effective immediately.

On May 6, 2011, Chancellor Reed sent a memorandum to all CSU Presidents
regarding CSU Hiring and Travel.  You have likely already been notified of
this memorandum within your respective divisions.  

In the memorandum, in addition to requesting a reduction in travel spending,
the Chancellor has directed that each campus implement a process for review
and approval of all travel at appropriately high levels and that approval of
travel be restricted to cases that serve mission-critical needs.  The
memorandum goes on to specify minimum levels of review and approval for both
in-state, out-of-state and international travel.  The following chart has
been designed to assist us in implementing these requirements at San Diego
State University.  These requirements are effective immediately.

TRAVEL TYPE

POSITION

SUPERVISOR

ASSOCIATE 

VICE PRESIDENT

PROVOST/

VICE PRESIDENT

PRESIDENT'S DESIGNEE

(VP BFA)

CHANCELLOR

(30 days' notice required)

In-State 

Faculty and Staff

X

X

In-State  

Assistant/Associate Vice President

X

In-State 

Provost/Vice President

X

In-State 

President

X

Out-of-State

Faculty and Staff

X

X

X

Out-of-State 

Assistant/Associate Vice President

X

Out-of-State 

Provost/Vice President

X

Out-of-State 

President

X

Foreign 

Faculty and Staff

X

X

X

X

X

(high risk only)

Foreign 

Assistant/Associate Vice President

X

X

X

(high risk only)

Foreign 

Provost/Vice President

X

X

(high risk only)

Foreign

President

X

X

(all travel)

Notes:

-          Traveler obtains all signatures on T2 (except chancellor's) prior
to trip.

-          Traveler attaches foreign travel insurance form for foreign
travel.

-          President's Designee obtains chancellor's approval.

-          Final Approver forwards documents to Accounts Payable.

~Lorretta

Lorretta A. Leavitt

University Controller &

Interim Director of Budget and Finance                          

San Diego State University

5500 Campanile Drive

San Diego, CA  92182-1617

619-594-6303

leavitt at mail.sdsu.edu

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