Changeset - 7a3b75788678
[Not reviewed]
0 1 0
Bradley Kuhn (bkuhn) - 8 years ago 2016-07-20 22:40:14
bkuhn@ebb.org
Outright reject requests after 90 days.

The "Board of Directors approval for 90 days late" rule was originally
instituted to make it clear that reimbursements beyond 90 days were
really difficult for Conservancy to process. In practice, the rule has
meant that travelers simply believe that they "have another out" if they
are late, and late reimbursement requests put an undue burden on
Conservancy staff for special processing, and they create extra work for
our volunteer Board of Directors.

As such, Conservancy now simply rejects reimbursement requests that are
received 90 days or more after the last day of travel.
1 file changed with 6 insertions and 2 deletions:
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Travel/conservancy-travel-policy.txt
Show inline comments
...
 
@@ -69,24 +69,27 @@ Travelers should adhere to the following guidelines to stay In-Policy.
 
	* 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.  
 
        * Your complete reimbursement request must be submitted to
 
	  accounting@sfconservancy.org within 90 days of the last date of
 
          travel.  Untimely requests *will not be reimbursed*.
 

	
 
== Reimbursement Procedure
 

	
 
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),
...
 
@@ -566,26 +569,27 @@ with substantiating receipts (or scans of receipts).
 
** In the event that it is impractical to obtain a required receipt and/or
 
if such receipt has been inadvertently destroyed or lost, the Traveler should
 
furnish a written statement to that effect, as well as an explanation
 
of the expenditure involved.  When possible, secondary documentation (such
 
a redacted credit card bill) should be provided instead of the
 
lost/destroyed receipt.
 

	
 
Any expense without a substantiated receipt and/or a supporting written
 
statement will not be reimbursed. 
 

	
 
Conservancy requests that all expense reports be submitted within two
 
weeks of travel.  Expense reports filed more than 90 days after expenses
 
are incurred will not be reimbursed without the approval of Conservancy's
 
Board.  Reimbursements are paid by Conservancy on a NET-30 basis, from the
 
are incurred *will not be reimbursed*.
 

	
 
Reimbursements are paid by Conservancy on a NET-30 basis, from the
 
date of receipt by Conservancy of the fully complete report and supporting
 
documentation for the travel.
 

	
 
== Consequences of Policy Violations
 

	
 
Failure to comply with this policy may result in the denial of, or delay
 
in payment for, reimbursement requests.
 

	
 
== Policy Changes 
 

	
 
The Conservancy reserves the right to change any terms of this Policy
 
from time to time. The Policy of record shall be the Policy most recently
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