Policies/bkuhn-policies-proposals Changeset - 409ae52e6514

Changeset - 409ae52e6514

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Bradley M. Kuhn - 11 years ago 2013-11-02 23:24:34
bkuhn@sfconservancy.org

Fixed problematic text in explanation of when reimbursement occurs.

1 file changed with 6 insertions and 8 deletions:

Travel/conservancy-travel-policy.txt

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Travel/conservancy-travel-policy.txt

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 	  destination.
 * Receipts.  Keep and submit PDFs of the following, as applicable:
 	* Your fare search (i.e., a screen shot)
 	* Your plane/rail ticket (e-confirmation of purchase is sufficient)
 	* Your hotel/lodging invoice
 * Per Diem.
 	* Use your per-diem to cover meals and incidental expenses.
 	* Your per-diem is based on GSA guidelines.  Visit
 	  http://www.gsa.gov/perdiem to the determine the per-diem for your
 	  destination.
 	* Try to be frugal - GSM per-diem rates are rather generous.
 	* When attending a conference where food is included, Do The Right
 	  Thing and claim a lower per-diem.
 * Reimbursement.
 	* To receive reimbursement, send hotel and flight/rail receipt,
 	  along with a list of Per Diem days and totals to
           accounting@sfconservancy.org.  Refer to the Expense Report
           section below for details.
 == Reimbursement Procedure
 Note that reimbursements are only processed once per week, and you sent your
 reimbursement in late on last week, so it wasn't processed until this week's
 group.  Also, while we usually can turn around reimbursements in about two
 weeks' time, please be advised that Conservancy officially does
 reimbursements on a NET-30 basis, starting from the date that complete
 materials are received.  If this is an issue, Conservancy is available to
 prepurchase expensive items like airline tickets on your behalf, so that you
 don't need to be reimbursed.
 Note that reimbursements are only processed once per week.  While we usually
 can turn around reimbursements in about two weeks' time, please be advised
 that Conservancy officially does reimbursements on a NET-30 basis, starting
 from the date that complete materials are received.  If this is an issue,
 Conservancy is available to prepurchase expensive items like airline tickets
 on your behalf, so that you don't need to be reimbursed.
 If you seek to be reimbursed for Conservancy Project expenses, please send
 the following, in a self contained email (with attachments as necessary),
 cc'ing your Project Leadership Committee address (PROJECT@sfconservancy.org)
 for Project approval:
   * a brief paragraph explaining what was accomplished for the project
     during your travel and/or with the funds being reimbursed.  This can
     be informal; it's just for our records to confirm the travel advanced
     the not-for-profit mission of both Conservancy and the project.
   * A brief report listing the items to be reimbursed.
   * Full receipt(s) for everything, unless the travel policy does not
     require receipts (e.g., for per diem expenses).
     If your receipts are in a different currency than you're preferred one
     for reimbursement, include documentation of the rate conversion (e.g., a
     redacted credit card statement in your preferred currency).  Otherwise,
     Conservancy will use the prevailing rate for the date of the expense for
     conversion.
     Please verify that the receipts that you submit are within the attached
     travel policy requirements.  Note, however, that your Project Leadership

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