The travel hiatus instituted by Software Freedom Conservancy from 2022-03-27 through 2022-07-25 has been lifted. In its place is the following amendment to our policy, effective 14 July 2022:
Software Freedom Conservancy recommends against travel due to the risks to travelers and others from the ongoing COVID-19 pandemic/epidemic. No volunteer, contractor or staffer is required by SFC to undertake any travel whatsoever at this time. Those travelers who have evaluated the risks and still choose to travel may be reimbursed under our standard policy. As such, travelers will personally assume any additional expenses or liability arising from the travel and their exposure to COVID-19, including extended hotel stays, medical fees or any other unexpected expenses due to illness.
In addition to the expenses reimbursed in the travel policy, Conservancy will reimburse any traveler up to four COVID-19 home tests used to assess the safety of travel or whether the traveler should isolate or increase their mask usage. Conservancy will also reimburse the purchase of one N95 or KN95 mask for each day of travel. Conservancy strongly recommends wearing high quality masks at all times during funded travel that the traveler is indoors in the same room as other people, and outdoors when in close proximity to other people.
Canceling travel due to a good faith decision in light of a positive COVID test or due to a case surge either locally or at the travel destination will be considered a valid reason for cancellation under the policy (see Cancellation Fess below).
For reference, the COVID-19 policy that was in effect from 2020-03-27 to 2022-07-25 is included at the end of this travel policy.
This Travel and Reimbursable Expense Policy (“Policy”) applies to all Conservancy Member Projects (“Projects”) of Software Freedom Conservancy (“Conservancy”) and has been created to memorialize Conservancy’s reimbursement policies relating to travel and other business expenses incurred by Conservancy staff, Project Leadership Committee (“PLC”) members, and project volunteers while engaged in business on behalf of, or at the behest of Conservancy and/or a Project (“Travelers”).
This Policy includes an Easy Reference Guide that can be used as a template for most of the travel covered under this Policy. When in doubt, refer to the more detailed sections below.
Conservancy must maintain effective control of business-related expenses in order to maintain its financial viability and tax exempt status. Conservancy and each Project is also accountable to our donors to ensure that we manage their contributions wisely and maximize our ability to pursue our charitable mission. As such, Conservancy expects Travelers to 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.
Travelers should adhere to the following guidelines to stay In-Policy.
If you are attending an event that is nearby to where you live (accessible by local transportation), you may claim M&IE for any day of attendance at the travel day rate (75% rate).
Please also consider if your destination may be reasonably reached by train, rather than by plane for environmental reasons.
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.
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 $1,650 internationally require Conservancy’s pre-approval.
You may stay at the official conference hotel or any hotel that is the same price or less. Where there is no conference hotel, you may book a hotel at the GSA or Department of state rate +15%. See the “Rates” section below for details.
Be sure the receipt from your hotel includes the dates of your stay, not just a total.
Keep and submit PDFs of the following, as applicable:
Your fare search (i.e., a screen shot)
Your plane and rail tickets (e-confirmation of purchase is sufficient)
Your hotel/lodging invoice
Use your per diem to cover meals and incidental expenses.
Your total per diem allowance follows the rates published for your destination. See the “Rates” section below for details.
Try to be frugal: per diem rates are rather generous.
When attending a conference where food is included, Do The Right Thing and claim a lower per diem.
To receive reimbursement, send transportation and hotel receipts, along with a list of per diem days and totals, to accounts-payable@tix.sfconservancy.org. Refer to the Expense Report section below for details.
Your complete reimbursement request must be submitted to accounts-payable@tix.sfconservancy.org within 90 days of the last date of travel. Untimely requests will not be reimbursed.
SFC reserves the right to reject any reimbursement that is submitted after 90 days (this could become particularly urgent depending on times related to closing our financial books). Where we are able to pay after the 90 days, unless there is some exceptional circumstance, we will reimburse you for less money the longer after the 90 days the request is submitted.
Throughout this document, we refer to rates reported by other parties.
For travel in the United States, we follow the maximum rates for lodging and M&IE per diem set by the US General Services Administration.
For travel outside the United States, we follow the maximum rates for lodging and M&IE per diem set by the US Department of State.
We calculate the total per diem allowance for a trip using the same method as the GSA. Travelers may request up to 100% of the listed rate for each full day of travel, plus 75% of the listed rate for each partial day of travel. For example, if you fly to a conference on Monday, spend Tuesday through Thursday at the conference, and return home on Friday, and the per diem rate for the conference city is $80, you may request up to $360: $80 for each day Tuesday through Thursday, plus $60 for each day you flew.
When we convert currencies (e.g., to determine whether a hotel paid in Euros was within the maximum lodging rate), we use the final rate published by Open Exchange Rates on the date we received the reimbursement request. Please do not do your own currency conversions in your reimbursement requests. Simply report expenses in their original currency/ies, and we will convert appropriately. If you have questions or concerns about our rates, just ask, and we’ll be happy to provide details before we send you final payment.
Conservancy handles 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).
Please verify that the receipts that you submit are within the attached travel policy requirements. Note, however, that your Project Leadership Committee may have set a stricter budget than what the general Conservancy policy allows.
How you’d liked to be reimbursed. The four payment options, in order of Conservancy’s preference, are:
PayPal. For this, we need (a) the email address that is registered to the PayPal account that will receive reimbursement and (b) the preferred currency. (Please verify that PayPal lists your preferred currency as available before choosing one.) Note that sometimes PayPal charges fees. Usually we’re taking funds from our PayPal balance, which means no fees appear on our side, but they may appear on yours. In our experience, USA PayPal account holders physically in the USA are not typically charged fees; but we do advise you to check PayPal’s fee schedule before choosing this method.
NOTE: Typically, when choosing PayPal as a payment option, amounts owed in USD will be paid in USD, regardless of your preferred currency selection.
Issue you a check in USD from a USA bank, sent to you via post. For this option, I just need your postal address.
Wire the amount in your local currency to your bank account in your country. For this option, I need as much of the following information as it’s possible for you to collect.
Required information
Full Name of the Account Holder
Full Address of the Account Holder
Account Number
Preferred Currency
Bank Name
Bank Address
Bank ACH or ABA routing number (for banks in the US); or SWIFT and/or BIC code (for banks outside the US)
Additional required information by country
All countries inside the EU, and all wires in EUR & XAF: IBAN
Australia: BSB or “Bank Code”
Brazil: IBAN; Tax ID of the Account Holder (your 14-digit CNPJ or 11-digit CPF); Phone Number of the Account Holder; and Bank Agency Code
LKR Currency: Bank Branch details
KES Currency: Bank Branch details
Cameroon: IBAN
Colombia: Tax ID of the Account Holder; and Phone Number of the Account Holder
India: IFSC Code
Kenya: The name, address, and branch code of the local branch of your bank where you hold your account
Qatar: IBAN
Russian Federation: Beneficiary INN; Patronymic Name of Beneficiary; and VAT/VO Code of Beneficiary Bank
Ukraine: BSB or “Bank Code”; Tax ID of the Account Holder; and Phone Number of the Account Holder
United States: Phone Number of the Account Holder
Additional information we can use
Banks outside the US will often designate a Correspondent Bank when receiving funds from the US. If you can give us the Correspondent Bank Name and ACH, we can specify that in the wire. Your bank will usually take the fewest fees when receiving wires from its Correspondent Bank, so this will mean the most money for you.
A check in your local currency, sent to you via post. For this option, we just need your postal address and what currency you want. Note that this is a more involved option to process and will usually take at least 30 days to issue payment. We do not recommend this method. Please choose it only if you absolutely cannot receive a wire transfer for some reason.
Project Leadership Committees: when you see emails of this nature, please be sure to have your designated Representative review the materials and send an approval message to Conservancy.
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 approval from Conservancy authorizing the exception. Persons working directly on behalf of Conservancy seeking an exception to the Policy must obtain written approval from Conservancy authorizing the exception.
PLCs are responsible for creating procedures for requesting exceptions, and submitting to Conservancy reimbursement requests associated with their respective Projects. PLCs are also responsible for making available a list of required response times for inquiries, including but not limited to, the following two cases
a specific number of days to respond to regular reimbursement requests, and
a specific number of days to respond to pre-authorization requests.
PLCs are also responsible for monitoring the available balance in their Project Fund, and for granting or refusing approval for travel expense requests based on an assessment of the funds available and of any outstanding contracts payable. PLCs are not to approve travel expense requests when their Project does not have sufficient funds to cover the expense. If a PLC has any questions regarding whether their Project has sufficient funds to cover a Traveler’s expense request, the PLC should contact Conservancy.
Domestic transportation costs greater than US$750 requires Conservancy approval prior to booking, even if all other Policy conditions have been met. International transportation costs greater than US$1,800 requires Conservancy approval prior to booking, even if all other Policy conditions have been met.
Tickets for travel by air or rail (excluding commuter train and subway) should be booked at least 14 days in advance; any travel booked less than 14 days in advance requires written pre-authorization by Conservancy. Tickets for travel by air or rail beyond 365 days in advance also require written pre-authorization by Conservancy.
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 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.
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.
Conservancy aims to balance cost savings with time savings and convenience. Budgets for flights are set based on their travel time compared to the flight with the lowest available fare. Flights with fares that are within budget are in-Policy.
To find the lowest available fare, run a flight search that meets these criteria, and save the results:
The search must include fares from multiple airlines. Any widely-recognized airfare search site that lists results from multiple airlines is acceptable, including sites such as Orbitz, Kayak or Hipmunk.
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.
If you want to upgrade your flight at your own expense, you can do so without prior approval. You will not be reimbursed for the additional amount.
If the cheapest fare is a basic economy fare, you may add an additional $200 to flight budget so that you can choose a regular economy fare (please note that basic economy fares have hidden costs like baggage and seat assignment fees that ultimately make those fares more expensive). This would make the flight budget $300 above the cheapest available flight. Alternatively, you may include a luggage fee for your first bag (either carry on or checked) and a fee for advanced seat selection up to the price of that increased flight budget.
Save the results of this search. A PDF printout of the first page of results from your browser is ideal. A screenshot can work too. Just make sure the output shows the search criteria and the lowest available fare. When you send your reimbursement request, attach these results.
The budget for a flight is set depending on how its cost and travel time compares to the flight with the lowest available fare. Travel time is measured from the scheduled departure time of the first flight in the itinerary to the scheduled landing time of the final flight. We use the following table to determine the budget:
| If the travel time for a flight is… | the budget for that flight is… |
|---|---|
| the same or longer than the flight with the lowest available fare | the lowest available fare + US$100 |
| less than three hours shorter | the lowest available fare + US$100 |
| between three and six hours shorter | the lowest available fare + US$200 |
| between six and ten hours shorter | the lowest available fare + US$350 |
| at least ten hours shorter | the lowest available fare + US$600 |
Any flight with a total cost that is within its corresponding budget is within Policy. Any flight with a cost over its budget requires written pre-authorization by Conservancy.
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.
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.
It is permissible to adjust the times in your fare search to only reasonable travel times (i.e. avoiding redeyes where possible, avoiding very early morning or late at night flights or if you need certain times due to obligations, personal or professional, you cannot move). If the cheapest flight includes a layover of more than 3 hours more than the other relevant flights, or an overnight layover where one is not necessary, you can simply ignore the cheaper inconvenient flight (and say so in your reimbursement request).
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).
All air travel not adhering to the above Policies are considered Out-of-Policy and require written pre-authorization by an officer of Conservancy.
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.
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 an officer of Conservancy. 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 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.
When circumstances require Travelers to utilize their personal vehicles for Project purposes, they can be reimbursed at the current USA IRS Standard Mileage Rate, plus any related parking expenses and toll fees. Drivers are encouraged to find the lowest cost parking area reasonably near their destination.
Travelers often seek to add extra days before or after an approved trip (e.g., the weekend before a conference). A Traveler may seek approval for the expenses associated with an extended stay prior to booking the trip, provided that the additional days are solely to enable a Traveler to conduct work within the PLC’s objectives and Conservancy’s charitable mission, or to get a particular airfare that reduces the overall cost of the trip. Travelers may seek approval to book travel itineraries that include extra days for personal reasons, so long as the cost of the flight meets the other requirements of this Policy. Other expenses incurred during extra personal days beyond transportation costs are not reimbursable.
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. Conservancy will not reimburse Travelers for any costs associated with an upgrade of room accommodations.
In some cases, Conservancy, upon consultation with the PLC, may decide to book lodging on behalf of Travelers. In this case, Conservancy-booked lodging is always considered In-Policy.
Conservancy will reimburse persons for Project-related expenses that are incurred while traveling on approved Project business and/or approved Conservancy business. Only necessary, ordinary and reasonable expenses are eligible for reimbursement, and only those categories of expenses listed in this document qualify.
Travelers can submit for a per diem for meals and incidental expenses for every day of a trip devoted to Project- and/or Conservancy-related mission work, including the day(s) of travel itself, up to the maximum rate for the destination of the trip. See the “Rates” section above for details.
These per diem rates are the maximum daily rate Travelers can claim. If a conference has provided food, or food is provided in some other form, or the costs the Traveler incurs are lower than this rate, then the Traveler should reasonably reduce their per diem claim.
PLCs and/or Conservancy have the authority to set lower per diem rates than those generated by the calculators above. In those instances, Travelers will only be able to submit for the lower per diem rates.
For groups of Travelers on an In-Policy trip, each Traveler should pay for his/her own meals, seeing as all participants will have an opportunity to submit for separate per diem reimbursements after the trip.
For clarification purposes, this Policy does not relate to planned group events that include meals and/or refreshments (e.g., a PLC-organized conference that includes lunch for all attendees). Further, PLCs and/or Conservancy retain the right to allocate a separate budget for anticipated large group meals beyond the individual per diem limits of each Traveler, provided that they are within the PLC’s technical objectives and/or Conservancy’s mission. Travelers anticipating a need to cover such a large group meal should seek pre-approval from his/her PLC and/or Conservancy for such expenses before the trip.
For any such group meal, Conservancy will require a written paragraph summary of the meeting, indicating what was accomplished for the Project’s and Conservancy’s mission.
Travelers may occasionally have the need to invite third parties (e.g., prospective donors, contributors, community members, etc.) to meals in order to further a PLC’s technical direction and/or Conservancy’s mission. Conservancy recommends that Travelers seek pre-approval from their PLC and/or Conservancy for such meals.
For any such organizational development meal, Conservancy will require a written paragraph summary of the meeting, indicating what was accomplished for the Project’s and Conservancy’s mission.
Charges for personal phone calls (e.g., made from a hotel, or via a mobile phone in international travel) are not reimbursable as an expense separate from the allocated per diem.
Any fees associated with currency conversion are not reimbursable as an expense separate from the allocated per diem.
Conservancy will reimburse conference registration fees up to $100 per day for Travelers on approved Project business and/or approved Conservancy business. For example, a $250 registration fee for a 3-day conference is In-Policy; however, a $225 registration fee for a 2-day conference is not.
Travelers seeking reimbursement for registration fees that exceed $100 per day must obtain prior approval from an officer of Conservancy.
Internet access/wi-fi fees charged by a hotel are reimbursable, provided that they are listed on the hotel/lodging invoice submitted for reimbursement. Other internet access fees (e.g., airport internet services, personal wi-fi hotspots, internet cafes) are not reimbursable except as incidental expenses to be covered by a Traveler’s per diem.
Conservancy will reimburse fees charged by an embassy (or any government agency) that are mandatory for receiving a visa (or other permission) to enter the final destination country of travel, provided proper documentation of cost (such as a receipt, or a copy of the visa along with government published rates).
Conservancy may reimburse other ancillary costs, such as use of a travel expert agency for obtaining a visa, or additional domestic travel costs necessary to obtain a visa, but all such other costs require prior approval from Conservancy.
Non-reimbursable expenses are identified throughout this policy. The following items are typically non-reimbursable expenses:
Partner, spouse, and/or companion travel
First class travel (unless medically necessary)
Upgrades to air travel, car rentals, or hotel rooms
Purchase of clothing, luggage, toiletries and other miscellaneous personal items
Supplemental travel or car rental insurance
Fines, penalties, or legal fees
Personal entertainment or recreational expenses beyond the allotted per diem
Travelers are permitted to pay for their own upgrades, or use bonus programs to upgrade Conservancy-reimbursed expenses. However, Travelers must ensure that Conservancy does not receive nor reimburse any charges for any such transaction.
Reimbursed travel expenses are subject to examination by the USA Internal Revenue Service (IRS). Travelers are responsible for retaining documentary evidence that all expenses are strictly for Project- and/or Conservancy-related purposes, not personal in nature, and therefore not includable as taxable income to the Traveler. Receipts are required for all expenses, no matter the amount.
Travelers traveling on behalf of a Project must seek approvals and submit expense reports to their PLC. PLCs are to review those expense reports and pass them along to Conservancy’s accounting office for final approval and reimbursement.
Travelers traveling on behalf of Conservancy must seek approvals from Conservancy’s Executive Director, and submit expense reports to Conservancy’s accounting office for reimbursement.
Travelers seeking reimbursement must submit an expense report to the appropriate channel with the following information:
Name of Traveler
Brief description of trip and trip’s purpose (e.g., “August 2011 trip to XYZ conference for ABC project, served as planning committee member”; “Feb. ‘12 FOO hackfest in Portland, OR; contributed code”)
A brief paragraph explaining what was accomplished for the project during your travel.
Number of days traveled (with documentary evidence, e.g., conference itinerary, etc.) and associated per diem
List of expenses not covered by per diem (e.g., transportation, lodging) 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 as 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 the last day of travel (or for other reimbursable expenses, the day expenses 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.
Failure to comply with this policy may result in the denial of, or delay in payment for, reimbursement requests.
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 distributed by the Conservancy.
The remaining section below is no longer in effect. It is kept here for those who traveled and/or booked travel between 2020-03-27 to 2022-07-25 for reference, as this amendment was in effect during that time.
In this difficult time, Conservancy is committed to reimbursing both employee and volunteer travelers who canceled program-related travel due to the COVID-19 pandemic. Please keep in mind that Conservancy is a small charity, and we ask travelers to help us save the most money for Conservancy’s projects. You can do this by maximizing the value for cancellations and by avoiding or reducing reimbursements when the vendor of the travel service offers credit and refunds.
This Policy will remain in effect indefinitely. We will officially rescind this Policy after the impact of the COVID-19 pandemic has subsided. Check back to our travel policy page for the rescinded date before you submit canceled travel reimbursement or book any new travel.
No new travel may be booked for reimbursement for Conservancy without explicit preapproval directly from Conservancy’s Executive Director. Any travel booked without such preapproval during the hiatus period will not be reimbursed. If you need such preapproval, please write to the approvals queue and describe why the travel warrants an exception to this Policy. Ask your PLC for the contact information if you don’t have it.
Canceled trips due to COVID-19 pandemic will be reimbursed as follows.
If the entire cost of any specific item is less than or equal to US$150, you need not provide additional documentation for cancellation. Simply submit the expense with the documentation as required under the main travel policy, and include a statement that asserts you did not travel (e.g., “I am submitting a request for reimbursement for Conservancy-related travel for PROJECT which was canceled due to the COVID-19 pandemic.”)
Note that the US$150 limit is for five different items: US$150 for airfare, US$150 for hotel/accommodations, US$150 for ground transportation, US$150 for visa fees, and US$150 for conference registration fees.
This limit may be further reduced by any overall budget set by your project. For example, Outreachy interns, whose travel budget is typically $500 total, may not exceed a $500 reimbursement in any event.
Most airlines are offering flight credit for canceled flights, although some are offering full refunds. Typically, you cannot receive this credit or refund unless you phone the airline.
If your airline’s online system does not offer a refund or flight credit, please phone your airline and request a refund. If the airline refuses a refund, ask for flight credit. Many airlines have written policies on their website, such as Delta’s.
Please take notes during your call, including the name of the agent, any confirmation number they give you, the date by which your credit must be used, and the amount of the credit. Most airlines are offering credit for use within one year of the purchase and/or travel date.
Submit to Conservancy for reimbursement the following four things:
These items must be submitted in full no less than 90 days after your original first date of travel. We will not reimburse if submissions are not timely.
If all documentation is in order and the submission is timely, Conservancy will reimburse on usual NET-30 terms the amount you paid out-of-pocket to the airline. If you received flight credit, you may not use the credit for personal travel unless you return that amount to Conservancy. We encourage you to use this credit for Conservancy travel. We will track the flight credit on our books, and expire it on the date of expiration. You will be given a new accounts-payable (A/P) ticket to use with an expiration set to the date of your credit expiration. Please be sure to use that ticket for any reimbursement that includes your flight credit. If you ultimately do not travel for Conservancy and/or your member project before the expiration, the ticket will expire and we’ll move the funds off our books.
In the unlikely event that your airline has a written policy that they are offering no future flight credit nor refunds for COVID-19 cancellations, you can submit that as documentation for reimbursement in lieu of documentation of your phone call.
Most hotels are offering full refunds, even for advance purchase, non-refundable rates. For example, here is Hilton’s policy.
In our experience, even smaller non-chain hotels are offering refunds if you phone to request them.
For prepurchase hotels, where your original receipt shows that the fare was a prepurchased and non-refundable rate, please follow the procedures above for flights to seek a refund and/or credit.
For nonprepurchased hotels, for example, those that have a cancellation period before arrival, it is your responsibility to cancel these in a timely manner. Conservancy will not reimburse for hotel costs where you failed to take advantage the free cancellation period.
In the unlikely event that you were scheduled to travel immediately before COVID-19 cancellations began (e.g., if you were scheduled to travel the first week of March), and you had to cancel too quickly and were charged by the hotel, please follow the non-refundable fare procedures.
Cancellation policies vary for ground transportation (such as trains). Please follow the rules for airfare in this case.
Visa fees are generally non-refundable in any event, and our research has shown that most countries are not refunding visa fees for canceled travel due to COVID-19. Accordingly, you may submit your full visa fee receipt for reimbursement pursuant to the main travel policy.
We have yet to hear of a conference that is not refunding conference registration fees for individuals. However, in the unlikely event that the conference you sought to attend is not refunding, please follow the airfare refund/credit documentation procedures above.
All other items of reimbursement are typically covered by M&IE Per Diem. No items that are typically covered by M&IE Per Diem are reimbursable if you do not travel, and therefore only the items listed in this document are currently covered for COVID-19 cancellations. If you incurred other expenses not explained here, please write back to your A/P ticket and explain the situation.
Please contact us via your reimbursement ticket if for some reason it is impossible or very difficult for you to follow this Policy.
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