Changeset - b546180c0cfd
[Not reviewed]
0 1 0
Brett Smith (brett) - 7 years ago 2017-05-25 15:06:14
brett@sfconservancy.org
Travel: Wordsmith airfare search rules.

Mostly suggestions from Karen and Tony.
1 file changed with 18 insertions and 18 deletions:
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Travel/conservancy-travel-policy.txt
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...
 
@@ -26,51 +26,52 @@ use good judgment and to claim reimbursement for only those expenses that
 
are necessary and reasonable.  Excessive expenses, including but not 
 
limited to luxury accommodations and services unnecessary for, or unrelated 
 
to the furtherance of Conservancy's charitable mission are not eligible for 
 
reimbursement. 
 

	
 
Any travel expense that adheres to this Policy is considered In-Policy
 
and does not require special approval, so long as the trip itself
 
has been approved in writing by Conservancy's Executive Director or
 
by a Project's Leadership Committee (``PLC'') in a regular and documented
 
PLC vote.  Conservancy and/or a PLC can limit allowable travel expenses
 
to an amount less than what would otherwise be considered acceptable
 
according to this Policy. If so, the smaller budget is the maximum
 
allowed expense. 
 

	
 
PLC's may, in fact, have their own travel policy that is more restrictive
 
than this one.  Please consult the PLC for your Conservancy project before
 
incurring an expenses to ensure you understand what expenses can be
 
reimbursed.
 

	
 
== Easy Reference Guide
 

	
 
Travelers should adhere to the following guidelines to stay In-Policy. 
 

	
 
* Flights.  
 
   * Before you buy tickets, save a screenshot of a flight search that
 
     shows the least expensive fare available from multiple airlines for
 
     the dates you need to travel.
 
   * Book at least 14 days in advance.
 
   * Save a screenshot of a flight search that shows the least expensive fare
 
     available from multiple airlines for the dates you need to travel.
 
   * Fares within $100 of that lowest fare you found are In-Policy, even if
 
     you book on a different site or for different dates.
 
   * Fares over $750 domestically or $1,500 internationally require
 
     Conservancy's pre-approval.
 

	
 
* Hotels. 
 
	* Hotel fares < GSA rates are In-Policy.  Visit 
 
          http://www.gsa.gov/perdiem to determine the rate for your 
 
	  destination.
 
        * Be sure the receipt from your hotel includes the dates of your
 
          stay, not just a total.
 

	
 
* 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
...
 
@@ -260,64 +261,63 @@ medical reason) to Conservancy for written approval.  Travelers may select
 
their airline of choice (e.g., for the purpose of collecting airline miles
 
and rewards), provided that the resulting air fare otherwise meets the
 
requirements of this Policy.  Travelers should not book out-of-Policy trips
 
(and thus pay a higher fare) in order to qualify for a mileage upgrade.
 

	
 
==== Advance Purchase
 

	
 
Air travel should be booked at least 14 days in advance; any travel booked
 
less than 14 days in advance requires written pre-authorization by
 
Conservancy.  Flights beyond 365 days in advance also require written
 
pre-authorization by Conservancy.
 

	
 
==== Low Fare
 

	
 
Conservancy aims to balance cost savings with convenience and considers
 
flights that are within US$100 of the lowest logical fare to be within
 
Policy.  The lowest logical fare is the least expensive fare available from a
 
fare search that meets all of these criteria:
 

	
 
  * The search must include fares from multiple airlines.
 
  * The search must cover only the dates of relevant travel.  For example, if
 
    you're attending a conference that runs Monday through Friday, the search
 
    must have you arriving no earlier than Sunday, and leaving no later than
 
    Saturday.
 
  * Except as allowed by Policy, the search must not include filters that
 
    might exclude the least expensive fare.  For example, you may filter out
 
    flights with two or more connections, since Conservancy does not consider
 
    those reasonable.  However, you may not filter out specific airlines, or
 
    flights without WiFi.
 

	
 
PLCs shall use standard airfare search sites to determine the lowest logical
 
fare.  Any widely-recognized airfare search site that lists results from
 
multiple airlines is acceptable, including sites such as
 
http://orbitz.com[Orbitz], http://kayak.com[Kayak] or
 
http://hipmunk.com/[Hipmunk].  The PLCs and/or the traveler must submit the
 
output (such as a screenshot or printout from the browser) of a online fare
 
search as part of documentation in airfare pricing.  Make sure the output
 
shows the least expensive fare available.  Travelers may book their tickets
 
on a different site as long as they used a qualifying fare search site to
 
determine that the booked flights are within Policy.
 
  * Except as allowed by Policy, the search must not use filters that might
 
    exclude the least expensive fare.  For example, you may filter out
 
    flights with two or more connections, since Conservancy does not
 
    consider those reasonable.  However, you may not filter out specific
 
    airlines, or flights without WiFi.
 

	
 
Any widely-recognized airfare search site that lists results from multiple
 
airlines is acceptable, including sites such as http://orbitz.com[Orbitz],
 
http://kayak.com[Kayak] or http://hipmunk.com/[Hipmunk].  The PLCs and/or
 
the traveler must submit the output (such as a screenshot or printout from
 
the browser) of a online fare search as part of documentation in airfare
 
pricing.  Make sure the output shows the least expensive fare available.
 
Travelers may book their tickets on different dates or a different site as
 
long as they used a qualifying fare search site to determine that the
 
booked flights are within Policy.
 

	
 
Any flights greater than US$100 over the lowest logical fare require
 
written pre-authorization by Conservancy.
 

	
 
==== Reasonable Flights
 

	
 
Conservancy asks that Travelers allow for flexibility with respect
 
to departure times during a desired day of travel, as well as longer
 
trips in order to reduce cost.  However, Conservancy does consider
 
flights with two or more connections as unreasonable and does not
 
expect Travelers to consider those flight options to be reasonable.
 

	
 
==== Excess Baggage
 

	
 
Should a team member travel on an airline that charges for a single piece
 
of checked baggage, such a baggage expense is eligible for reimbursement.
 
Team members are responsible for charges on any baggage beyond a single
 
piece, unless that additional baggage is materials specifically related to
 
the Project's and Conservancy's mission (i.e., bringing t-shirts and other
 
promotional materials to an event).
 

	
 
==== Out-of-Policy Bookings
 

	
 
All air travel not adhering to the above Policies are considered Out-of-Policy
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