Conservancy/policies
6
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

Travel: Reformat the policy as Markdown.

Browse source 
This should be more accessible than the previous asciidoc.
This commit is contained in:
Brett Smith 2017-08-24 13:31:51 -04:00
parent 3d6ddbcbba
commit 5f8a406c13
1 changed files with 242 additions and 222 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

464
Travel/conservancy-travel-policy.txt → Travel/conservancy-travel-policy.md
View file

@ -1,92 +1,108 @@
Software Freedom Conservancy Travel and Reimbursable Expense Policy # Software Freedom Conservancy Travel and Reimbursable Expense Policy
===================================================================
== Overview ## Overview
This Travel and Reimbursable Expense Policy (``Policy'') applies to all This Travel and Reimbursable Expense Policy ("Policy") applies to all
Conservancy Member Projects (``Projects'') of Software Freedom Conservancy Conservancy Member Projects ("Projects") of Software Freedom Conservancy
(``Conservancy'') and has been created to memorialize Conservancy's ("Conservancy") and has been created to memorialize Conservancy's
reimbursement policies relating to travel and other business expenses reimbursement policies relating to travel and other business expenses
incurred by Conservancy staff, Project Leadership Committee (``PLC'') incurred by Conservancy staff, Project Leadership Committee ("PLC")
members, and project volunteers while engaged in business on behalf of, or members, and project volunteers while engaged in business on behalf of, or
at the behest of Conservancy and/or a Project (``Travelers''). at the behest of Conservancy and/or a Project ("Travelers").
This Policy includes an Easy Reference Guide that can be used as a 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, template for most of the travel covered under this Policy. When in doubt,
refer to the more detailed sections below. refer to the more detailed sections below.
== Purpose ## Purpose
Conservancy must maintain effective control of business-related expenses Conservancy must maintain effective control of business-related expenses
in order to maintain its financial viability and tax exempt status. in order to maintain its financial viability and tax exempt status.
Conservancy and each Project is also accountable to our donors to ensure Conservancy and each Project is also accountable to our donors to ensure
that we manage their contributions wisely and maximize our ability to that we manage their contributions wisely and maximize our ability to
pursue our charitable mission. As such, Conservancy expects Travelers to pursue our charitable mission. As such, Conservancy expects Travelers to
use good judgment and to claim reimbursement for only those expenses that use good judgment and to claim reimbursement for only those expenses that
are necessary and reasonable. Excessive expenses, including but not are necessary and reasonable. Excessive expenses, including but not
limited to luxury accommodations and services unnecessary for, or unrelated limited to luxury accommodations and services unnecessary for, or unrelated
to the furtherance of Conservancy's charitable mission are not eligible for to the furtherance of Conservancy's charitable mission are not eligible for
reimbursement. reimbursement.
Any travel expense that adheres to this Policy is considered In-Policy Any travel expense that adheres to this Policy is considered In-Policy
and does not require special approval, so long as the trip itself and does not require special approval, so long as the trip itself
has been approved in writing by Conservancy's Executive Director or has been approved in writing by Conservancy's Executive Director or
by a Project's Leadership Committee (``PLC'') in a regular and documented by a Project's Leadership Committee ("PLC") in a regular and documented
PLC vote. Conservancy and/or a PLC can limit allowable travel expenses PLC vote. Conservancy and/or a PLC can limit allowable travel expenses
to an amount less than what would otherwise be considered acceptable to an amount less than what would otherwise be considered acceptable
according to this Policy. If so, the smaller budget is the maximum according to this Policy. If so, the smaller budget is the maximum
allowed expense. allowed expense.
PLC's may, in fact, have their own travel policy that is more restrictive 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 than this one. Please consult the PLC for your Conservancy project before
incurring an expenses to ensure you understand what expenses can be incurring an expenses to ensure you understand what expenses can be
reimbursed. reimbursed.
== Easy Reference Guide ## Easy Reference Guide
Travelers should adhere to the following guidelines to stay In-Policy. Travelers should adhere to the following guidelines to stay In-Policy.
* Flights. ### 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.
* 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. * Before you buy tickets, save a screenshot of a flight search that
* Hotel fares < GSA rates are In-Policy. Visit shows the least expensive fare available from multiple airlines for
http://www.gsa.gov/perdiem to determine the rate for your the dates you need to travel.
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: * Book at least 14 days in advance.
* Your fare search (i.e., a screen shot)
* Your plane/rail ticket (e-confirmation of purchase is sufficient)
* Your hotel/lodging invoice
* Per Diem. * Fares within $100 of that lowest fare you found are In-Policy, even if
* Use your per-diem to cover meals and incidental expenses. you book on a different site or for different dates.
* 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. * Fares over $750 domestically or $1,500 internationally require
* To receive reimbursement, send hotel and flight/rail receipt, Conservancy's pre-approval.
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 ### 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
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 Note that reimbursements are only processed once per week. While we usually
can turn around reimbursements in about two weeks' time, please be advised can turn around reimbursements in about two weeks' time, please be advised
@ -100,66 +116,69 @@ the following, in a self contained email (with attachments as necessary),
cc'ing your Project Leadership Committee address (PROJECT@sfconservancy.org) cc'ing your Project Leadership Committee address (PROJECT@sfconservancy.org)
for Project approval: for Project approval:
* a brief paragraph explaining what was accomplished for the project * a brief paragraph explaining what was accomplished for the project
during your travel and/or with the funds being reimbursed. This can 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 be informal; it's just for our records to confirm the travel advanced
the not-for-profit mission of both Conservancy and the project. the not-for-profit mission of both Conservancy and the project.
* A brief report listing the items to be reimbursed. * A brief report listing the items to be reimbursed.
* Full receipt(s) for everything, unless the travel policy does not * Full receipt(s) for everything, unless the travel policy does not
require receipts (e.g., for per diem expenses). require receipts (e.g., for per diem expenses).
If your receipts are in a different currency than your preferred one If your receipts are in a different currency than your preferred one
for reimbursement, include documentation of the rate conversion (e.g., a for reimbursement, include documentation of the rate conversion (e.g., a
redacted credit card statement in your preferred currency). Otherwise, redacted credit card statement in your preferred currency). Otherwise,
Conservancy will use the prevailing rate for the date of the expense for Conservancy will use the prevailing rate for the date of the expense for
conversion. conversion.
Please verify that the receipts that you submit are within the attached Please verify that the receipts that you submit are within the attached
travel policy requirements. Note, however, that your Project Leadership travel policy requirements. Note, however, that your Project Leadership
Committee may have set a stricter budget than what the general Committee may have set a stricter budget than what the general
Conservancy policy allows. Conservancy policy allows.
* How you'd liked to be reimbursed. The four payment options, in order of * How you'd liked to be reimbursed. The four payment options, in order of
Conservancy's preference, are: Conservancy's preference, are:
* PayPal. For this, we need (a) the email address that is registered to * PayPal. For this, we need (a) the email address that is registered to
the PayPal account that will receive reimbursement and (b) the the PayPal account that will receive reimbursement and (b) the preferred
preferred currency. (Please verify that PayPal supports transactions in currency. (Please verify that PayPal supports transactions in
https://www.paypal.com/cgi-bin/webscr?cmd=p/sell/mc/mc_intro-outside[your [your preferred currency before choosing one](https://www.paypal.com/cgi-bin/webscr?cmd=p/sell/mc/mc_intro-outside).)
preferred currency before choosing one].) Note that sometimes PayPal charges fees. Usually we're taking funds
Note that sometimes PayPal charges fees. Usually we're taking from our PayPal balance, which means no fees appear on our side, but
funds from our PayPal balance, which means no fees appear on our side, they may appear on yours. In our experience, USA PayPal account holders
but they may appear on yours. In our experience, USA PayPal account physically in the USA are not typically charged fees; but we do advise
holders physically in the USA are not typically charged fees; but we do you to check PayPal's fee schedule before choosing this method.
advise you to check PayPal's fee schedule before choosing this method.
NOTE: Typically, when choosing PayPal as a payment option, amounts owed NOTE: Typically, when choosing PayPal as a payment option, amounts owed
in USD will be paid in USD, regardless of your preferred currency in USD will be paid in USD, regardless of your preferred currency
selection. 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 * Issue you a check in USD from a USA bank, sent to you via post.
country. For this option, I need as much of the following information For this option, I just need your postal address.
as it's possible for you to collect.
Required information * 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 Name of the Account Holder
* Full Address of the Account Holder * Full Address of the Account Holder
* Account Number * Account Number
* Preferred Currency * Preferred Currency
* Bank Name * Bank Name
* Bank Address * Bank Address
* Bank ACH or ABA routing number (for banks in the US); * Bank ACH or ABA routing number (for banks in the US);
or SWIFT and/or BIC code (for banks outside the US) or SWIFT and/or BIC code (for banks outside the US)
Additional required information by country **Additional required information by country**
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
* All countries inside the EU: IBAN * All countries inside the EU: IBAN
@ -187,8 +206,7 @@ for Project approval:
* United States: Phone Number of the Account Holder * United States: Phone Number of the Account Holder
Additional information we can use **Additional information we can use**
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Banks outside the US will often designate a Correspondent Bank when Banks outside the US will often designate a Correspondent Bank when
receiving funds from the US. If you can give us the Correspondent receiving funds from the US. If you can give us the Correspondent
@ -206,8 +224,7 @@ Project Leadership Committees: when you see emails of this nature, please
be sure to have your designated Representative review the materials and be sure to have your designated Representative review the materials and
send an approval message to Conservancy. send an approval message to Conservancy.
## Project Leadership Committee Review
== Project Leadership Committee Review
Conservancy foresees the need for periodic reasonable exceptions to Conservancy foresees the need for periodic reasonable exceptions to
this Policy. Persons working on behalf of a specific Project seeking this Policy. Persons working on behalf of a specific Project seeking
@ -215,9 +232,9 @@ an exception to this Policy must petition their PLC to obtain written
approval from Conservancy authorizing the exception. Persons working approval from Conservancy authorizing the exception. Persons working
directly on behalf of Conservancy seeking an exception to the directly on behalf of Conservancy seeking an exception to the
Policy must obtain written approval from Conservancy authorizing the Policy must obtain written approval from Conservancy authorizing the
exception. exception.
PLCs are responsible for creating procedures for requesting exceptions, PLCs are responsible for creating procedures for requesting exceptions,
and submitting to Conservancy reimbursement requests associated with and submitting to Conservancy reimbursement requests associated with
their respective Projects. PLCs are also responsible for making available their respective Projects. PLCs are also responsible for making available
a list of required response times for inquiries, including but not a list of required response times for inquiries, including but not
@ -229,35 +246,35 @@ and
* a specific number of days to respond to pre-authorization requests. * a specific number of days to respond to pre-authorization requests.
PLCs are also responsible for monitoring the available balance in their PLCs are also responsible for monitoring the available balance in their
Project Fund, and for granting or refusing approval for travel expense Project Fund, and for granting or refusing approval for travel expense
requests based on an assessment of the funds available and of any requests based on an assessment of the funds available and of any
outstanding contracts payable. PLCs are not to approve travel expense outstanding contracts payable. PLCs are not to approve travel expense
requests when their Project does not have sufficient funds to cover the requests when their Project does not have sufficient funds to cover the
expense. If a PLC has any questions regarding whether their Project has expense. If a PLC has any questions regarding whether their Project has
sufficient funds to cover a Traveler's expense request, the PLC should sufficient funds to cover a Traveler's expense request, the PLC should
contact Conservancy. contact Conservancy.
== Transportation ## Transportation
=== Overall transportation Cost ### Overall transportation Cost
Domestic transportation costs greater than US$750 requires Conservancy Domestic transportation costs greater than US$750 requires Conservancy
approval prior to booking, even if all other Policy conditions have been approval prior to booking, even if all other Policy conditions have been
met. International transportation costs greater than US$1,650 requires met. International transportation costs greater than US$1,650 requires
Conservancy approval prior to booking, even if all other Policy conditions Conservancy approval prior to booking, even if all other Policy conditions
have been met. have been met.
=== Advance Purchase ### Advance Purchase
Tickets for travel by air or rail (excluding commuter train and subway) 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 should be booked at least 14 days in advance; any travel booked less than
14 days in advance requires written pre-authorization by Conservancy. 14 days in advance requires written pre-authorization by Conservancy.
Tickets for travel by air or rail beyond 365 days in advance also require Tickets for travel by air or rail beyond 365 days in advance also require
written pre-authorization by Conservancy. written pre-authorization by Conservancy.
=== Air Travel ### Air Travel
==== Class of Service #### Class of Service
Coach and/or Economy Airfare is the only acceptable class for all flights Coach and/or Economy Airfare is the only acceptable class for all flights
(domestic and international) unless a PLC provides a special exception and (domestic and international) unless a PLC provides a special exception and
@ -268,34 +285,36 @@ and rewards), provided that the resulting air fare otherwise meets the
requirements of this Policy. Travelers should not book out-of-Policy trips 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. (and thus pay a higher fare) in order to qualify for a mileage upgrade.
==== Advance Purchase #### Advance Purchase
Air travel should be booked at least 14 days in advance; any travel booked 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 less than 14 days in advance requires written pre-authorization by
Conservancy. Flights beyond 365 days in advance also require written Conservancy. Flights beyond 365 days in advance also require written
pre-authorization by Conservancy. pre-authorization by Conservancy.
==== Low Fare #### Low Fare
Conservancy aims to balance cost savings with convenience and considers Conservancy aims to balance cost savings with convenience and considers
flights that are within US$100 of the lowest logical fare to be within 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 Policy. The lowest logical fare is the least expensive fare available from a
fare search that meets all of these criteria: fare search that meets all of these criteria:
* The search must include fares from multiple airlines. * 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 * The search must cover only the dates of relevant travel. For example, if
must have you arriving no earlier than Sunday, and leaving no later than you're attending a conference that runs Monday through Friday, the search
Saturday. must have you arriving no earlier than Sunday, and leaving no later than
* Except as allowed by Policy, the search must not use filters that might Saturday.
exclude the least expensive fare. For example, you may filter out
flights with two or more connections, since Conservancy does not * Except as allowed by Policy, the search must not use filters that might
consider those reasonable. However, you may not filter out specific exclude the least expensive fare. For example, you may filter out
airlines, or flights without WiFi. 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 Any widely-recognized airfare search site that lists results from multiple
airlines is acceptable, including sites such as http://orbitz.com[Orbitz], airlines is acceptable, including sites such as [Orbitz](http://orbitz.com),
http://kayak.com[Kayak] or http://hipmunk.com/[Hipmunk]. The PLCs and/or [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 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 the browser) of a online fare search as part of documentation in airfare
pricing. Make sure the output shows the least expensive fare available. pricing. Make sure the output shows the least expensive fare available.
@ -306,7 +325,7 @@ booked flights are within Policy.
Any flights greater than US$100 over the lowest logical fare require Any flights greater than US$100 over the lowest logical fare require
written pre-authorization by Conservancy. written pre-authorization by Conservancy.
==== Reasonable Flights #### Reasonable Flights
Conservancy asks that Travelers allow for flexibility with respect Conservancy asks that Travelers allow for flexibility with respect
to departure times during a desired day of travel, as well as longer to departure times during a desired day of travel, as well as longer
@ -314,7 +333,7 @@ trips in order to reduce cost. However, Conservancy does consider
flights with two or more connections as unreasonable and does not flights with two or more connections as unreasonable and does not
expect Travelers to consider those flight options to be reasonable. expect Travelers to consider those flight options to be reasonable.
==== Excess Baggage #### Excess Baggage
Should a team member travel on an airline that charges for a single piece 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. of checked baggage, such a baggage expense is eligible for reimbursement.
@ -323,12 +342,12 @@ piece, unless that additional baggage is materials specifically related to
the Project's and Conservancy's mission (i.e., bringing t-shirts and other the Project's and Conservancy's mission (i.e., bringing t-shirts and other
promotional materials to an event). promotional materials to an event).
==== Out-of-Policy Bookings #### Out-of-Policy Bookings
All air travel not adhering to the above Policies are considered Out-of-Policy All air travel not adhering to the above Policies are considered Out-of-Policy
and require written pre-authorization by Conservancy's Executive Director. and require written pre-authorization by Conservancy's Executive Director.
==== Cancellation Fees #### Cancellation Fees
Cancellation fees and other penalties incurred result of a change Cancellation fees and other penalties incurred result of a change
of plans are reimbursable at Conservancy's discretion. In general, of plans are reimbursable at Conservancy's discretion. In general,
@ -337,11 +356,11 @@ valid reason for the change of plans. Acceptable reasons include Conservancy
and/or the PLC canceling or altering the trip or unexpected delays and/or the PLC canceling or altering the trip or unexpected delays
in flight connections. In instances where these fees are incurred in flight connections. In instances where these fees are incurred
without adequate explanation, Conservancy reserves the right to refuse without adequate explanation, Conservancy reserves the right to refuse
to reimburse the cost of the fees. to reimburse the cost of the fees.
=== Other Transportation ### Other Transportation
==== Ground Transportation #### Ground Transportation
Ground transportation necessary as part of authorized Project trips Ground transportation necessary as part of authorized Project trips
is considered to be a reasonable expense. Public ground transportation, is considered to be a reasonable expense. Public ground transportation,
@ -352,15 +371,15 @@ by the PLC or by Conservancy's Executive Director. When car rentals
have been pre-approved, the rental of compact cars is encouraged; have been pre-approved, the rental of compact cars is encouraged;
mid-size vehicles are authorized when necessary (e.g., when compact-sized mid-size vehicles are authorized when necessary (e.g., when compact-sized
vehicles are not available or the number of passengers or volume of vehicles are not available or the number of passengers or volume of
baggage makes a compact vehicle impractical). baggage makes a compact vehicle impractical).
==== Rail Transportation #### Rail Transportation
Rail transportation as a means of travel for an authorized Project Rail transportation as a means of travel for an authorized Project
trip is considered to be a reasonable expense. All rail transportation trip is considered to be a reasonable expense. All rail transportation
must be in economy and/or coach class. must be in economy and/or coach class.
==== Use of Personal Vehicles #### Use of Personal Vehicles
When circumstances require Travelers to utilize their personal vehicles When circumstances require Travelers to utilize their personal vehicles
for Project purposes, they can be reimbursed at the current USA IRS for Project purposes, they can be reimbursed at the current USA IRS
@ -368,7 +387,7 @@ rate per mile, plus any related parking expenses and toll fees. Drivers
are encouraged to find the lowest cost parking area reasonably near are encouraged to find the lowest cost parking area reasonably near
their destination. their destination.
== Lodging ## Lodging
Travelers are expected to be cost-conscious and prudent when booking Travelers are expected to be cost-conscious and prudent when booking
lodging for approved trips, and to verify that rates are within the lodging for approved trips, and to verify that rates are within the
@ -376,17 +395,18 @@ established per-diem rates for the geographic area of travel.
If the cost per-diem of lodging chosen by the Traveler and/or the PLC If the cost per-diem of lodging chosen by the Traveler and/or the PLC
exceeds the exceeds the
http://www.gsa.gov/perdiem[United States General Services Administration's Per Diem calculator]'s ``Max lodging'' column and/or [United States General Services Administration's Per Diem calculator](http://www.gsa.gov/perdiem)'s
http://aoprals.state.gov/web920/per_diem.asp[United States Department of State's ``Foreign Per Diem Rates by Location'' calculator]'s "Max lodging" column and/or
``Maximum Lodging Rate column'' for the given location (per Traveler), the Traveler [United States Department of State's "Foreign Per Diem Rates by Location" calculator](http://aoprals.state.gov/web920/per_diem.asp)'s
and/or the PLC *must* obtain written "Maximum Lodging Rate column" for the given location (per Traveler), the
pre-approval from Conservancy and the PLC before booking the hotel. If Traveler and/or the PLC **must** obtain written pre-approval from
written pre-approval is not sought or is not granted, Conservancy will only Conservancy and the PLC before booking the hotel. If written pre-approval
reimburse up to the amount in the rate table above. is not sought or is not granted, Conservancy will only reimburse up to the
amount in the rate table above.
Lodging documentation submitted as part of a reimbursement request must Lodging documentation submitted as part of a reimbursement request must
include a copy of the hotel invoice detailing all charges (credit card include a copy of the hotel invoice detailing all charges (credit card
receipts *alone* are unacceptable). In particular, since Conservancy only receipts **alone** are unacceptable). In particular, since Conservancy only
reimburses for room charges (plus relevant taxes and fees) for the necessary 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, 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. and separately list room charges and any food or service charges.
@ -397,37 +417,37 @@ In some cases, Conservancy, upon consultation with the PLC, may decide to
book lodging on behalf of Travelers. In this case, Conservancy-booked book lodging on behalf of Travelers. In this case, Conservancy-booked
lodging is always considered In-Policy. lodging is always considered In-Policy.
== Other Reimbursable Expenses ## Other Reimbursable Expenses
Conservancy will reimburse persons for Project-related expenses that Conservancy will reimburse persons for Project-related expenses that
are incurred while traveling on approved Project business and/or approved are incurred while traveling on approved Project business and/or approved
Conservancy business. Only necessary, ordinary and reasonable expenses Conservancy business. Only necessary, ordinary and reasonable expenses
are eligible for reimbursement, and only those categories of expenses are eligible for reimbursement, and only those categories of expenses
listed in this document qualify. listed in this document qualify.
=== Meals and Incidental Expenses ### Meals and Incidental Expenses
==== Overview #### Overview
Travelers can submit for a per diem for meals and incidental expenses Travelers can submit for a per diem for meals and incidental expenses for
for every day of a trip devoted to Project- and/or Conservancy-related every day of a trip devoted to Project- and/or Conservancy-related mission
mission work, including the day(s) of travel itself. Maximum per diem work, including the day(s) of travel itself. Maximum per diem rates for
rates for travel within the United States shall be based on the travel within the United States shall be based on the
http://www.gsa.gov/perdiem[United States General Services Administration's Per Diem calculator], [United States General Services Administration's Per Diem calculator](http://www.gsa.gov/perdiem),
using the ZIP code of the travel destination. For example, a Traveler using the ZIP code of the travel destination. For example, a Traveler based
based in Palo Alto, CA heading to a conference in Atlanta, GA (with in Palo Alto, CA heading to a conference in Atlanta, GA (with a layover in
a layover in Dallas, TX each way) will use the ZIP code of the destination Dallas, TX each way) will use the ZIP code of the destination in Atlanta to
in Atlanta to calculate the maximum per diem for the entire trip, calculate the maximum per diem for the entire trip, including days of
including days of travel. travel.
Maximum per diem rates for locations outside Maximum per diem rates for locations outside of the United States shall be
of the United States shall be based on the based on the
http://aoprals.state.gov/web920/per_diem.asp[United States Department of State's ``Foreign Per Diem Rates by Location'' calculator]'s ``Meals & Incidental Expenses'' (M&IE) column, [United States Department of State's "Foreign Per Diem Rates by Location" calculator](http://aoprals.state.gov/web920/per_diem.asp)'s
using the name of a listed city closest to the travel destination. "Meals & Incidental Expenses" (M&IE) column, using the name of a listed city
For example, a Traveler based in Palo Alto heading to a conference closest to the travel destination. For example, a Traveler based in Palo
in London, England (with a layover in New York City) has a maximum Alto heading to a conference in London, England (with a layover in New York
per diem of the M&IE per diem listed London for the entire trip, City) has a maximum per diem of the M&IE per diem listed London for the
including days of travel. entire trip, including days of travel.
These per diem rates are the maximum daily rate Travelers can claim. If a 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 conference has provided food, or food is provided in some other form, or
@ -439,13 +459,13 @@ amounts allowed were not used during travel.
PLCs and/or Conservancy have the authority to set lower per diems PLCs and/or Conservancy have the authority to set lower per diems
than those generated by the calculators above. In those instances, than those generated by the calculators above. In those instances,
Travelers will only be able to submit for the lower per diems. Travelers will only be able to submit for the lower per diems.
==== Group Meals #### Group Meals
For groups of Travelers on an In-Policy trip, each Traveler should 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 pay for his/her own meals, seeing as all participants will have an
opportunity to submit for separate per diems after the trip. opportunity to submit for separate per diems after the trip.
For clarification purposes, this Policy does not relate to planned For clarification purposes, this Policy does not relate to planned
group events that include meals and/or refreshments (e.g., a PLC-organized group events that include meals and/or refreshments (e.g., a PLC-organized
@ -455,13 +475,13 @@ large group meals beyond the individual per diem limits of each Traveler,
provided that they are within the PLC's technical objectives and/or provided that they are within the PLC's technical objectives and/or
Conservancy's mission. Travelers anticipating a need to cover such 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 a large group meal should seek pre-approval from his/her PLC and/or Conservancy
for such expenses before the trip. for such expenses before the trip.
For any such group meal, Conservancy will require a written paragraph For any such group meal, Conservancy will require a written paragraph
summary of the meeting, indicating what was accomplished for the Project's summary of the meeting, indicating what was accomplished for the Project's
and Conservancy's mission. and Conservancy's mission.
==== Meals For Organizational Development #### Meals For Organizational Development
Travelers may occasionally have the need to invite third parties, Travelers may occasionally have the need to invite third parties,
e.g., prospective donors, contributors, community members, etc., to e.g., prospective donors, contributors, community members, etc., to
@ -473,52 +493,52 @@ For any such organizational development meal, Conservancy will require a
written paragraph summary of the meeting, indicating what was accomplished written paragraph summary of the meeting, indicating what was accomplished
for the Project's and Conservancy's mission. for the Project's and Conservancy's mission.
==== Phone Call Charges Part of Per Diem #### Phone Call Charges Part of Per Diem
Charges for personal phone calls (e.g., made from a hotel, or via Charges for personal phone calls (e.g., made from a hotel, or via
a mobile phone in international travel) are not reimbursable as an a mobile phone in international travel) are not reimbursable as an
expense separate from the allocated per diem. expense separate from the allocated per diem.
==== Currency Conversion Charges Part of Per Diem #### Currency Conversion Charges Part of Per Diem
Any fees associated with currency conversion are not reimbursable as an Any fees associated with currency conversion are not reimbursable as an
expense separate from the allocated per diem. expense separate from the allocated per diem.
=== Conference Registration Fees ### Conference Registration Fees
Conservancy will reimburse conference registration fees up to $100 per day Conservancy will reimburse conference registration fees up to $100 per day
for Travelers on approved Project business and/or approved Conservancy for Travelers on approved Project business and/or approved Conservancy
business. For example, a $250 registration fee for a 3-day conference is 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. In-Policy; however, a $225 registration fee for a 2-day conference is not.
Travelers seeking reimbursement for registration fees that exceed $100 per Travelers seeking reimbursement for registration fees that exceed $100 per
day must obtain prior approval from Conservancy's Executive Director. day must obtain prior approval from Conservancy's Executive Director.
=== Internet Access ### Internet Access
Internet access/wi-fi fees charged by a hotel are reimbursable, provided Internet access/wi-fi fees charged by a hotel are reimbursable, provided
that they are listed on the hotel/lodging invoice submitted for that they are listed on the hotel/lodging invoice submitted for
reimbursement. Other internet access fees (e.g., airport internet reimbursement. Other internet access fees (e.g., airport internet
services, personal wi-fi hotspots, internet cafes) are not reimbursable services, personal wi-fi hotspots, internet cafes) are not reimbursable
except as incidental expenses to be covered by a Traveler's per-diem. except as incidental expenses to be covered by a Traveler's per-diem.
== Additional Days of Travel ## Additional Days of Travel
Travelers often seek to add extra days before or after an approved trip 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 (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, the expenses associated with an extended stay prior to booking the trip,
provided that the additional days are solely to enable a Traveler to provided that the additional days are solely to enable a Traveler to
conduct work within the PLC's objectives and Conservancy's charitable conduct work within the PLC's objectives and Conservancy's charitable
mission, or to get a particular airfare that *reduces* the overall cost of mission, or to get a particular airfare that **reduces** the overall cost of
the trip. Travelers may seek approval to book travel itineraries that 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 include extra days for personal reasons, so long as the cost of the flight
meets the other requirements of this Policy. Other expenses incurred meets the other requirements of this Policy. Other expenses incurred
during extra personal days beyond transportation costs are not reimbursable. during extra personal days beyond transportation costs are not reimbursable.
== Non-reimbursable Expenses ## Non-reimbursable Expenses
Non-reimbursable expenses are identified throughout this policy. The Non-reimbursable expenses are identified throughout this policy. The
following items are typically non-reimbursable expenses: following items are typically non-reimbursable expenses:
* Partner, spouse, and/or companion travel * Partner, spouse, and/or companion travel
@ -527,7 +547,7 @@ following items are typically non-reimbursable expenses:
* Upgrades to air travel, car rentals, or hotel rooms * Upgrades to air travel, car rentals, or hotel rooms
* Purchase of clothing, luggage, toiletries and other miscellaneous * Purchase of clothing, luggage, toiletries and other miscellaneous
personal items personal items
* Supplemental travel or car rental insurance * Supplemental travel or car rental insurance
@ -541,7 +561,7 @@ programs to upgrade Conservancy-reimbursed expenses. However, Travelers
must ensure that Conservancy does not receive nor reimburse any charges must ensure that Conservancy does not receive nor reimburse any charges
for any such transaction. for any such transaction.
== Satisfaction of IRS Requirements ## Satisfaction of IRS Requirements
Reimbursed travel expenses are subject to examination by the USA Internal Reimbursed travel expenses are subject to examination by the USA Internal
Revenue Service (IRS). Travelers are responsible for retaining documentary Revenue Service (IRS). Travelers are responsible for retaining documentary
@ -550,36 +570,36 @@ Conservancy-related purposes, not personal in nature, and therefore not
includable as taxable income to the Traveler. Receipts are required for includable as taxable income to the Traveler. Receipts are required for
all expenses, no matter the amount. all expenses, no matter the amount.
== Currency Exchange Rates ## Currency Exchange Rates
Expenses incurred in foreign currencies will be converted to US dollars Expenses incurred in foreign currencies will be converted to US dollars
based on the exchange rate on the date of incursion. The currency based on the exchange rate on the date of incursion. The currency exchange
exchange rate of record shall be done using rate of record shall be done using
http://www.bankofcanada.ca/rates/exchange/10-year-converter/[The Bank of Canada 10-year currency converter]. [The Bank of Canada 10-year currency converter](http://www.bankofcanada.ca/rates/exchange/10-year-converter/).
== Approvals ## Approvals
Travelers traveling on behalf of a Project must seek approvals and Travelers traveling on behalf of a Project must seek approvals and
submit expense reports to their PLC. PLCs are to review those expense submit expense reports to their PLC. PLCs are to review those expense
reports and pass them along to Conservancy's Executive Director for reports and pass them along to Conservancy's Executive Director for
final approval and reimbursement. final approval and reimbursement.
Travelers traveling on behalf of Conservancy must seek approvals and Travelers traveling on behalf of Conservancy must seek approvals and
submit expense reports to Conservancy's Executive Director. Conservancy submit expense reports to Conservancy's Executive Director. Conservancy
staff must seek approvals and submit expense reports to Conservancy's staff must seek approvals and submit expense reports to Conservancy's
Treasurer or to another Conservancy Board Member designated by Conservancy's Treasurer or to another Conservancy Board Member designated by Conservancy's
Board. Board.
== Expense Reporting ## Expense Reporting
Travelers seeking reimbursement must submit an expense report to the Travelers seeking reimbursement must submit an expense report to the
appropriate channel with the following information: appropriate channel with the following information:
* Name of Traveler * Name of Traveler
* Brief description of trip and trip's purpose (e.g., ``August 2011 * Brief description of trip and trip's purpose (e.g., "August 2011
trip to XYZ conference for ABC project, served as planning committee trip to XYZ conference for ABC project, served as planning committee
member''; ``Feb. '12 FOO hackfest in Portland, OR; contributed code'') member"; "Feb. '12 FOO hackfest in Portland, OR; contributed code")
* A brief paragraph explaining what was accomplished for the project * A brief paragraph explaining what was accomplished for the project
during your travel. during your travel.
@ -590,30 +610,30 @@ itinerary, etc.) and associated per diem
* List of expenses not covered by per diem (e.g., transportation, lodging) * List of expenses not covered by per diem (e.g., transportation, lodging)
with substantiating receipts (or scans of receipts). with substantiating receipts (or scans of receipts).
** In the event that it is impractical to obtain a required receipt and/or In the event that it is impractical to obtain a required receipt and/or if
if such receipt has been inadvertently destroyed or lost, the Traveler should such receipt has been inadvertently destroyed or lost, the Traveler should
furnish a written statement to that effect, as well as an explanation furnish a written statement to that effect, as well as an explanation of
of the expenditure involved. When possible, secondary documentation (such the expenditure involved. When possible, secondary documentation (such as
as a redacted credit card bill) should be provided instead of the a redacted credit card bill) should be provided instead of the
lost/destroyed receipt. lost/destroyed receipt.
Any expense without a substantiated receipt and/or a supporting written Any expense without a substantiated receipt and/or a supporting written
statement will not be reimbursed. statement will not be reimbursed.
Conservancy requests that all expense reports be submitted within two Conservancy requests that all expense reports be submitted within two
weeks of travel. Expense reports filed more than 90 days after expenses weeks of travel. Expense reports filed more than 90 days after expenses
are incurred *will not be reimbursed*. are incurred **will not be reimbursed**.
Reimbursements are paid by Conservancy on a NET-30 basis, from the Reimbursements are paid by Conservancy on a NET-30 basis, from the
date of receipt by Conservancy of the fully complete report and supporting date of receipt by Conservancy of the fully complete report and supporting
documentation for the travel. documentation for the travel.
== Consequences of Policy Violations ## Consequences of Policy Violations
Failure to comply with this policy may result in the denial of, or delay Failure to comply with this policy may result in the denial of, or delay
in payment for, reimbursement requests. in payment for, reimbursement requests.
== Policy Changes ## Policy Changes
The Conservancy reserves the right to change any terms of this Policy 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 from time to time. The Policy of record shall be the Policy most recently