Education Funds Tutorial - please review the slideshow for information on Education Fund pre-approval and reimbursement.

Education Fund Guidelines - please review the guidelines for using the Education fund.

Below you will find instructions and forms needed to complete requests for reimbursements and purchases under the GME Program Education Funds Policy. Education Funds are for the improvement in quality of your educational program and scholarly activity.

All requests for reimbursements and purchases MUST be submitted to the GME Office.

Resident Travel

Residents and Fellows who desire to travel to conferences and conventions MUST have prior approval from their department if they want to be reimbursed. The reimbursement process starts with your program administrator. The Pre-approval form must be completed and submitted to the GME office no later than 30 days prior to travel. The form requires the Program Director's signature. TRAVEL MUST BE PRE-APPROVED. Upon approval, the original signed form will be returned to the department for submission with related expenses ONLY. There is a $2,000 limit to travel reimbursement. 

After travel is completed, the rest of the travel packet MUST be submitted to the GME office within 45 days after returning. Receipts submitted after 60 days cannot be paid.

The following items need to be submitted with each travel reimbursement request. It takes approximately 30 to 45 days for a reimbursement to be issued. Any incomplete forms will result in further delays.

• GME Travel Request Checklist
• GME Pre-Approval
• T&E Form (if payment is to an individual)
• Original Receipts
• Proof of Payment
• Conference/Course Agenda
• W-9 Form (if the vendor/recipient is not already an established vendor)
• Travel Expense Policy

Concur Solutions

Trainees must book flights through Concur Solutions website.

The first step is to register for a user id, using the following link: Concur Solutions Registration.

To book your flight, please visit concursolutions.com and log in with the user id.

Setup takes between 1-2 days and then an e-mail notification with a link to the Concur/AAA web site will be sent. Please note that the USF spam filter may block the registration e-mail, so keep an eye open for it.

The resident MUST have an approved TAR number from CODA system to book a flight. When booking your flight, you will be required to enter the 5-digit TAR number. Obtain the TAR number from your program administrator.

As a reminder, JetBlue and Southwest are immediate purchase airlines.

Concur Travel User Guide

Concur Frequently Asked Questions

If you have questions about how to use the Concur web-site, or experience technical difficulties, you may contact AAA's help-desk at 877-463-0543.

 

When do trainees need to submit a new W-9 form?

• First-time travel or first-time reimbursement
• Change of residency address
• If the person has not been reimbursed within the last year

When the W-9 form is completed, submit it to the GME Office.

 

Purchasing Items

Prior to purchase, the pre-approval form needs to be completed. Submit the completed form to the GME Office. Please make sure to include vendor information. If you have a quote or an invoice from the vendor, please include it with this request.

After the purchase, please submit invoice to your department CODA personnel along with a signed pre-approval from GME.

If you have questions or concerns, please contact the GME office.