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Reimbursement Information

Quick Video Tutorial on Reimbursement Request Procedure

 


Reimbursement Guidelines

General Information

  • Reimbursements must be issued to a Principal Member. 
  • Only one reimbursement request will be accepted per TAP event. For multiple purchases made by several members, all receipts must be combined into a single submission completed by one principal member.
  • SLBO is unable to process reimbursements less than $10.00.
  • Items purchased must align with approved funding and must be related to the specific event. 
  • Refer to the Associated Students (AS) Funding Guide for a list of items that are non-reimbursable through AS funding. 

Non-reimbursable Expenses

  • Food orders over $1000 total. For more information, see Payments to Vendors
  • Services of any amount. Services must be processed through Purchase Order for approved vendors. For more information, see Payments to Vendors
  • Payments to speakers and performers. For more information, see Performance Agreements
  • Gift cards and monetary awards. *Contact your SLBO Fund Manager prior to your event before purchasing any gift cards to ensure proper reimbursement.

Supplies for Non-Event Reimbursements

  • A supplies reimbursement is used for items not event-related, or travel-related. All supplies purchases must be approved prior to making any purchase(s), and require a confirmed funding source. Funding sources may include Associated Students, Departments, Gift or On-Campus Student Organization accounts.

  • Any applicable tax or shipping charges must be identified separately on invoices/receipts. If tax was not paid (i.e. Amazon or online orders), the university is liable to pay USE tax to the State of California, on your behalf. When the university pays the tax, the tax amount may be deducted from your reimbursement total.

Procedure:

  1. First, receive approval from your SLBO Fund Manager to make your supplies purchases.

  2. After receiving approval to purchase your items, make your purchase(s). Get itemized receipts from the vendor.

  3. Submit the Non-Event Reimbursement Form.

Use Tax

User Tax Overview

UCSD pays a Use Tax on goods and services when purchases are made from non-California vendors or California vendors with a primary business location in another state, and the delivery or acceptance of the goods and services take place in California.
UCSD pays the tax directly to the state Board of Equalization on your behalf. You will not see use tax listed on invoices and receipts.

How is Use Tax Calculated?
Although the rate for California sales and use tax is the same, the way the tax is collected and handled differs. The use tax rate is calculated based on the taxability of the items purchased and the Ship-To Zip code where the items were received.

How Does Use Tax Effect a Reimbursement?
Use tax must always be considered when determining the final reimbursement amount. Your final reimbursement amount may be adjusted by the use tax amount due. For example, if a student organization’s approved funding total is sufficient to cover both the amount paid to the vendor and the use tax due, the reimbursement total requested will be paid in full. However, when approved funding is not enough to cover both what was paid to the vendor plus the use tax due, the reimbursement total will be decreased by the use tax amount needed for UCSD to pay on your behalf.

Maximum Funding Policy

Reimbursements will not exceed maximum funding allocations for all in-person, hybrid, and virtual events. Any remaining unused funds will be returned to the original funding source.

How to Submit a Reimbursement Request

All reimbursements must be issued to a Principal Member of the registered student organization (RSO).

Due Dates

Type of Reimbursement Due Date
Event Within 14 days of the purchase date, or the event date, whichever is sooner.
Non-Event Within 14 days of the purchase date listed on the receipt(s).

Payee Setup

To receive reimbursement, all payees must complete either of the following:

Type of Student Complete for Payee Setup
Not a current or former UCSD Student Worker/Employee Register in Payment Compass
Current or former UCSD Student Worker/Employee

Add their SLBO Fund Manager as a Delegate in Concur.

See the KBA and video for instructions on how to add delegates in Concur.

 


Receipt Requirements

All receipts MUST show: 

  • Where the items were purchased- Store/ restaurant location 
  • When the items were purchased- Date/ time 
  • What specific items were purchased- Itemized list 
  • How the items were purchased- Form of payment (card type and truncated card number, cash, etc...) 
  • Total $ Amount of the items purchased and $0.00 balance due 

All online purchases must reflect on the receipt that the items have been shipped.

Receipts that do not state all the above may be subject to further documentation.


Reimbursement Forms

Events

Use this form to submit a reimbursement request for an event. A completed Triton Activities Planner (TAP) Event must be associated with this request.

Event Reimbursement Form

Non-Events

Use this form to submit a reimbursement request for non-event-related expenses, such as Operating Funds Expenses & Supplies.

Non-Event Reimbursement Form