Changeset - 0723b8457434
[Not reviewed]
0 1 0
Tony Sebro (keynote2k) - 11 years ago 2012-10-17 18:45:38
tony@sfconservancy.org
Added an Easy Reference section.
1 file changed with 33 insertions and 3 deletions:
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Travel/conservancy-travel-policy.txt
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...
 
@@ -43,12 +43,42 @@ 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.  
 
	* Book 14 days in advance. 
 
	* Air fares within $100 of the lowest fare (using standard 
 
	  airfare search tools) are In-Policy.  Fares > $750 domestically 
 
	  and > $1,500 internationally require pre-approval. 
 

	
 
* Hotels. 
 
	* Hotel fares > the GSA rates are In-Policy.  Visit 
 
          http://www.gsa.gov/perdiem to determine the rate for your 
 
	  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 receipt
 
 
 
* Per Diem. 
 
	* Use your per-diem to cover meals and incidental expenses.
 
	* When attending a conference where food is included, Do The Right
 
	  Thing and claim a lower per-diem.   
 
	* Your per-diem is based on GSA guidelines.  Visit 
 
	  http://www.gsa.gov/perdiem to the determine the rate for your
 
	  destination. 
 

	
 
* Reimbursement.
 
	* To receive reimbursement, submit an Expense Report.  Refer to 
 
	  the Expense Report section below for guidelines.  
 

	
 

	
 
== Project Leadership Committee Review
 

	
 
Conservancy foresees the need for periodic reasonable exceptions to
 
this Policy.  Persons working on behalf of a specific Project seeking
 
an exception to this Policy must petition their PLC to obtain written
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@@ -117,14 +147,14 @@ 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.  Any flights greater than US$100 over the lowest logical fare
 
require written pre-authorization by Conservancy. PLCs shall use FIXME
 
as the comparison shopping site for determining the baseline lowest fare.
 
require written pre-authorization by Conservancy. PLCs shall use standard
 
air fare search sites for determining the baseline lowest fare.
 

	
 
==== 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
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@@ -174,13 +204,13 @@ baggage makes a compact vehicle impractical).
 
==== Rail Transportation
 

	
 
Rail transportation as a means of travel for an authorized Project
 
trip is considered to be a reasonable expense.  All rail transportation
 
must be in economy and/or coach class.
 

	
 
==== Use of Personal Vehicles
 
==== Use of Personal Vehiclesw
 

	
 
When circumstances require Travelers to utilize their personal vehicles
 
for Project purposes, they can be reimbursed at the current USA IRS
 
rate per mile, plus any related parking expenses and toll fees.  Drivers
 
are encouraged to find the lowest cost reasonably parking area nearby
 
their destination.
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