MCP Guidelines for Travel and Business Meals

Provide the following information to your admin via email (you are no longer required to provide a Student Certification form):

Who: Name of person traveling
What: Name of conference/event attending Where: Location of the conference/event When: Dates of your trip
Why: An explanation of how this trip benefits your research work at Stanford
How: Tell us how this trip will be funded (Fellowship? Travel Grant? Your Faculty has agreed to fund?)

What You Need to Think About Before Booking Travel

Communicate with your PI: You must have your PI’s approval for travel, and there must be a funding source identified before you make any reservations.

Communicate with your administrator: Let your administrator know as soon as you start planning your travel. Your administrator knows the ins and outs of the travel process and can help you plan your travel to ensure you get reimbursed.

Combining work & leisure: Keep in mind that you will only be reimbursed for the work portion of your travel. Personal travel expenses will not be reimbursed.

Flights: When booking flights, follow these guidelines:

1.  You must book your travel using one of the following resources:

Stanford Travel
Key Travel
United Corporate Direct

If you do not book your travel using one of these options, you will not be reimbursed.

2.  Book economy flights. Economy Plus is reimbursable, but needs to be cleared by your PI.

3.  Try to pick the closest airport.

4.  Travel insurance is not reimbursable.

5.  Fly America Act: When a federal grant (e.g. NIH) is funding your travel, you must fly with an American carrier, exceptions: countries in the EU, Norway, Iceland, Switzerland, Australia and Japan.

Rental Cars: Travelers are no longer required to book rental cars through Stanford Travel. Stanford provides auto-insurance for car rentals in the US (except Hawaii). Choose the most economically practical vehicle for your trip (e.g., no four-wheel drive SUVs for city driving).

Hotels: Individuals traveling on university business are expected to use lodging accommodations that
are necessary and reasonable. The cost of hotel and lodging should be kept to a minimum and
consistent with a reasonable level of comfort, convenience, and security for the traveler. When booking
lodging, choose a standard room. Upgraded rooms, such as those with upgraded views, additional
concierge service or suites, are not reimbursable unless there is no other suitable option. The business
purpose should clearly explain why any non-standard room was selected. Air BnB may be used for
lodging if the following requirements are met:

1.  The cost must be less expensive than a comparable hotel stay.

2.  The location is an entire home (not just a room in a home).

3.  The location has a rating of at least 4 stars and 10 or more reviews.

Meals: If your travel will be paid for by a research grant, you will be reimbursed for your meals at the per diem rate. The university reimburses according to Federal GSA rates for domestic travel and the US State Department’s rates for foreign travel.

Ground Transportation: Uber, Lyft, or BART/train are the preferred methods of transportation to and from SFO, San Jose, or other local airports.

Itinerary Forwarding: When hotels or exempted air fare are booked outside of the Stanford Travel booking
channels, travelers or travel arrangers must use the itinerary-forwarding service to register and then, as
needed, update their trip details.

You do not need to save individual meal receipts for travel meals being reimbursed using per
diem.

Business meals can happen while traveling: A business meal is a meal shared by 2 or more people where the
meal has a Stanford business purpose (for example, a discussion of research collaboration). To be
reimbursed for these meals you will need to provide a list of the attendees and their affiliations and a
description of the business purpose of the meal. For this type of meal, a receipt is required. See Business
Meal section below for further information.

Please keep receipts for any other travel-related expense such as taxis, baggage fees, or similar if you want
to be reimbursed for these costs.

Provide all info and documentation in a packet or email to your admin within 2 weeks of your return. Your admin has 60 days to have your travel reimbursement approved. Any expenses not submitted within 60 days will be considered personal income for the purchaser, and therefore, subject to income taxation. These rules apply to personal credit cards, as well as Stanford Travel Card holders.

Documents required for reimbursement:

• Conference Agenda (abridged version is OK) and/or website link. If your conference or hotel provides food, your per diem meal reimbursement will be deducted for that meal. If you presented at the conference, please mark where on the program your talk appears.
• Abstract (if you submitted one and spoke at the conference)
• Itemized list of items to be reimbursed
• Itemized/detailed receipts:
  • Conference Registration
  • Abstract submission, if applicable
  • Lodging
  • Airfare & other transportation

It is your responsibility to provide clear documentation and complete explanations to your administrative professional – they cannot start your reimbursement until they have all relevant information.