CBS2 supports UC Merced in the facilitation of group and individual travel planning, expense reimbursement, Procurement Card (P-Card), Event Card, and Travel and Expense Card (T&E Card) reconciliation for all UC faculty, staff, students and campus visitors.
Here is a list of Travel Reservation and Expense Reimbursement services with links to Service Now. You also can use the DFA Service Portal to search quickly for all services provided by the Division of Finance and Administration, including those from CBS2.
Follow these links for more about travel and expense policies and compliance:
Submit Your Expense Reimbursement
Utilize this request to initiate the Expense reimbursement process in Concur, for both travel and entertainment-related expenses, Travel and Entertainment Card transactions, and event card transactions. If you are submitting a request for a NON-UC Merced employee, please complete a Sponsored Guest Form and attach it to your request for processing (Please note: students on fellowships and those who do not have an employee ID will need to complete the form as well if you have never done so)
Please use the P-Card Receipt request for all authorized purchases made outside of the General Purchasing process on your Procurement Card ( P-Card).
What do I need to get started?
COA/POET, justification, receipts, and approval
Submit Your Procurement Card (P-Card) Receipt
Submit P-Card Receipts to attach to the reconciliation of your PCard. All campus users; including faculty, staff, and students who make purchases outside of the General Purchasing process via their PCard must submit the associated receipts within 10 business days of the transaction for verification, review, and approval. PCard reconciliation is a requirement to keep your PCard active for usage.
Need a PCard: Download the application, fill it out and obtain all approvals. Send the completed application, with the training certificate, to pcard@ucmerced.edu. The P-card administrator will review the application and request a P-card from the managing bank. You will be notified by the P-card administrator that your card is available to pick up.
What do I need to get started?
COA/POET, receipt, justification, approval
Book Your Individual Travel Reservation
Utilize this request to book your individual UC Merced business-related travel, including airline flights, vehicle rental, and hotel arrangements. (Please note hotel reservations may require the traveler to update their credit card information in their Concur profile before execution.)
What do I need to get started?
COA/POET, travel preferences, purpose, approval
Book Your Group Travel Reservation
The Group Travel option is only available when ALL travelers are on the same departing and returning flights (same airlines/airports/travel times). Utilize this request to book UC Merced business-related travel for your group, including airline flights, vehicle rental, and hotel arrangements. (Please note hotel reservations may require the traveler to update their credit card information in their Concur profile before execution.) Be sure to complete the Group Travel Spreadsheet and the CBS2 Group Lodging Request form for faster processing of your request.
What do I need to get started?
COA, Travel preferences, Purpose, CBS2 Group Travel Spreadsheet, CBS2 Group Lodging Request form, Approval
