Changeset - 0dcee4e12c2a
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Brett Smith (brett) - 7 years ago 2017-08-24 20:40:11
brett@sfconservancy.org
Travel: Explain that baggage fees require a receipt for reimbursement.
1 file changed with 6 insertions and 6 deletions:
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Travel/conservancy-travel-policy.md
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@@ -300,134 +300,134 @@ written pre-authorization by Conservancy.
 

	
 
### Air Travel
 

	
 
#### Class of Service
 

	
 
Coach and/or Economy Airfare is the only acceptable class for all flights
 
(domestic and international) unless a PLC provides a special exception and
 
a valid reason (such as a need for business class due to a documented
 
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 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 [Orbitz](http://orbitz.com),
 
[Kayak](http://kayak.com) or [Hipmunk](http://hipmunk.com/).  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).
 
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 with a
 
receipt.  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
 
and require written pre-authorization by Conservancy's Executive Director.
 

	
 
#### Cancellation Fees
 

	
 
Cancellation fees and other penalties incurred result of a change
 
of plans are reimbursable at Conservancy's discretion.  In general,
 
Conservancy shall reimburse such fees if the Traveler can submit a
 
valid reason for the change of plans.  Acceptable reasons include Conservancy
 
and/or the PLC canceling or altering the trip or unexpected delays
 
in flight connections.  In instances where these fees are incurred
 
without adequate explanation, Conservancy reserves the right to refuse
 
to reimburse the cost of the fees.
 

	
 
### Other Transportation
 

	
 
#### Ground Transportation
 

	
 
Ground transportation necessary as part of authorized Project trips
 
is considered to be a reasonable expense.   Public ground transportation,
 
such as taxis, shuttles, buses and municipal transit, are generally
 
the most cost-effective options and are the standard for eligible
 
ground transportation reimbursements.  All car rentals require pre-authorization
 
by the PLC or by Conservancy's Executive Director.  When car rentals
 
have been pre-approved, the rental of compact cars is encouraged;
 
mid-size vehicles are authorized when necessary (e.g., when compact-sized
 
vehicles are not available or the number of passengers or volume of
 
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
 

	
 
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 parking area reasonably near
 
their destination.
 

	
 
## Lodging
 

	
 
Travelers are expected to be cost-conscious and prudent when booking lodging
 
for approved trips, and to verify that rates are within the maximum lodging
 
rates for the hotel's location.  See the "Rates" section above for details.
 

	
 
If the lodging chosen by the Traveler and/or the PLC exceeds the maximum
 
lodging rate for the given location (per Traveler), the Traveler and/or the
 
PLC **must** obtain written pre-approval from Conservancy and the PLC before
 
booking the hotel.  If written pre-approval is not sought or is not granted,
 
Conservancy will only reimburse up to the maximum lodging rate.
 

	
 
Lodging documentation submitted as part of a reimbursement request must
 
include a copy of the hotel invoice detailing all charges (credit card
 
receipts **alone** are unacceptable).  In particular, since Conservancy only
 
reimburses for room charges (plus relevant taxes and fees) for the necessary
 
travel dates, the receipt from the hotel must clearly show the dates of stay,
 
and separately list room charges and any food or service charges.
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