Once you have a LBNL trip number, you should book your tickets through LBNL's Travel Agency, ADTRAV or RezDesk/CONCUR. This will ensure compliance for your flights AND your flight costs are charged directly to LBNL (expense will be included on your expense report after you return). You can find more information on making LBNL travel reservations here.
Each type of travel (Domestic, Foreign, Conference or Non-Conference) has its own requirements. Use our MSD Travel Process document to determine which process applies to your travel. It is the responsibility of each individual traveler to be familiar with and understand the MSD travel process and MSD, DOE and Berkeley Lab policy.
All travel should have pre-approval in TREX.
All travel to conferences that are being paid on a DOE funded project require additional DOE approval.
Personal Days on Travel: Domestic and Foreign travel allows for a 1:1 ratio of business days to personal days. You cannot exceed this ratio on foreign travel, but with ample justification you may be allowed an exception for Domestic travel. Local travel does not allow personal days.
Book your Air fare through ADTRAV or RezDesk/CONCUR, no out of pocket in advance....
Expense Reports are expected to be submitted within 30 days after completion of the trip using the NEW Joint CSD & MSD Travel Expense Report (TER) Form.
Expense Reports submitted after 90 days are considered "late submissions" and must be routed for approval to Teresa Calarco, Division Business Manager, in TREX with a justification statement of why the submission is so late. If these are not both completed, the Travel Office will return your Expense Report to be revised and re-routed.
Expense Reports delinquent over 120 days may result in tax liabilities for LBNL paid expenses (such as airfare booked through our travel agency, Carlson Wagonlit). Such expenses may become taxable as income rather than being a non-taxable reimbursement.
For more infomation, please contact Victoria Oberholser, Travel & Accounts Payable Manager, at vmoberholser@lbl.gov
Additional Resources
Berkeley Lab Travel Office: Website, TravelHelp@lbl.gov, 510-486-4500
Berkeley Lab Travel Agency: Carlson Wagonlit, 888-243-1125