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Karen will continue to create TA's and submit trip expenses for you. Note: List Karen Whitenack as your travel arranger when setting up your profile. A copy of your travel document will automatically be sent to her so that she can include in your trip expense report.
Know before you go - First Time Travelers
- Complete a Traveler Profile and email it as directed on the form.
Complete a Travel Reimbursement-Direct Deposit Form and mail or fax to LBNL’s Travel Office
- Complete the OCFO travel course here https://cfo.lbl.gov/training/e_learning/CFO0745/CFM_travel/story_html5.html
When requesting travel approval
Discuss and obtain pre-approval from your Supervisor and PI of the Project you are working on. The pre-approval validates that the trip is necessary, is an appropriate use of project funds, and that funding is available.
Submit your request via one of the following links depending on what is needed;
a. Conference approval only form (submit limited information, no TA created): https://app.smartsheet.com/b/form/720edff4bebb4763b42104b70a4af257
b. Domestic travel form (includes conference and creation of a TA): https://app.smartsheet.com/b/form/1dab936dd79d45aeb7b7d763e6ecc765
c. Foreign travel form (includes conference approval, TA and DOE approval for foreign travel: https://app.smartsheet.com/b/form/e88a2d8990a54a52bc3824469b0ea72a
After your request has been submitted your travel arranger will submit your travel request to Conference Services for approval.
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No travel expenses (registration or flights purchased) can be incurred until you receive an approval email and a Travel Authorization (TA) number is provided. |
Booking your travel, hotel and car
Once you receive approval to travel and your TA# - you can either;
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- Your ticket will be issued within 24 hours. The default is electronic tickets.
Additional Information
- Please do not book your trip with Cliqbook if your departure time is within 4 hours. Call Carlson Travel directly at 1-888-243-1125.
- Reservations made through this site are for LBNL employees and for official Lab business only.
- To change or cancel a ticket, call 1-888-243-1125 then press 5 to talk to a Carlson Travel representative.
- You may "Hold Trip" (please note ticketing deadline) if you are not ready to ticket your reservation yet or if you do not have your Trip Number. This feature allows you to open your "Held Trip", enter your Trip Number and complete your reservation, without losing any of your original information.
- If you are unable to locate lodging within the government rate, add a note to Carlson Travel in the "Comments for the Travel Agent" section located on the Trip Booking Information page. Carlson will book approved lodging for you.
- If you are using a credit on file for your trip, add a note to Carlson Travel in the "Comments for the Travel Agent" section as well.
- Foreign trips funded by LBNL must be booked in compliance with the Fly America Act
Helpful links
Make a reservation via Concur: https://travel.lbl.gov/reservations/cliqbook.html
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