Galt Joint Union Elementary School District - Travel & Conference Forms & Procedures

ROLE	RESPONSIBILITES
Attendee	• Provide accurate conference and travel information. • Complete required portions of the CAR for individual travel. • Submit the completed form to the Principal/AP for approval. • Attend the approved conference, workshop, meeting, or training. • Review airfare itinerary immediately and report errors to Purchasing. • Obtain the final itemized hotel folio. • Retain agendas, registration information, and required receipts. • Notify the Principal/Supervisor and Purchasing of cancellations or travel changes. • Complete and sign one reimbursement claim for the entire trip. • Submit the reimbursement claim within 10 working days after returning from travel.
Site Secretary / Administrative Assistant	• Determine the appropriate travel form. • Contact the conference/event provider to determine whether a PO is accepted. • Complete the Group Travel/Conference form when applicable. • Verify the request is complete. • Obtain required site/department approvals. • Verify funding/account information. • Submit the attendee's completed travel form to the District for final Director approval. • Attach conference registration information and supporting documentation. • Submit the completed request to Purchasing at least 45 days before travel.
Principal / Supervisor	• Review and approve the travel request as required. • Receive notification when an attendee cannot attend or when travel plans change.