Travel And Budget Plan



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) S: Business Services Procedures and Forms Business Services Procedures Guidebook Travel Procedures Traveling WITH Students Travel Plan and Budget Planning Check Off List.doc • Paying for Expenses Who is responsible for initiating the detailed requisitions What timelines are involved to make the trip successful Will a credit card be needed to commit expenses for this trip Will a credit card be needed to take on this trip ƒ If so, what are the transactions requirements (daily and totally are needed for the card ƒ Who is responsible for picking up the card, possession (transactions posted to the card) and return of the card o Receipts ƒ Who is responsible to make sure what is purchased matches the travel plan ƒ Who is responsible for bringing back receipts for every transaction (hotel, meals, entrance fees, etc.) o Who is responsible for completing the travel form and receipts o Who is checking to make sure all expenses meet what was approved (this needs to be different person than the traveler responsible for the trip) o o o o S: Business Services Procedures and Forms Business Services Procedures Guidebook Travel Procedures Traveling WITH Students Travel Plan and Budget Planning Check Off List.doc.




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