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Travel
& Reimbursement Policy
Travel
expenses incurred by an officer, director or other authorized member of
Pima County Bar Association Young Lawyers Division
("Traveler") will be reimbursed in accordance with the
following policies. All
travel expenses in connection with PCBA YLD business shall be
reimbursable only after approval by the PCBA YLD Board.
To be eligible for travel reimbursement the Traveler must be a
member of the Pima County Bar Association and a member of the Young
Lawyers Division at
the time of travel.
1.
PRIORITY FOR TRAVEL
Travel to an ABA Conference shall be at the discretion of the
President of YLD. The
following criteria shall be taken into account:
a.
Presenter or speaker at the conference, including assignment as a
delegate by the State Bar YLD Executive Board.
b.
Attendance at previous conferences.
c.
Involvement in PCBA YLD activities.
d.
Discretion of YLD President.
e.
Participation in leadership track.
2.
EXPENSES SUBJECT TO REIMBURSEMENT
In no event, shall
Traveler be reimbursed for expenses related to travel to conferences for
attendance at more than four (4) consecutive conferences, unless agreed
upon by the PCBA YLD Board of Directors.
Expenses subject to reimbursement are:
a.
Travel Expenses not to exceed $500, unless prior written
approval is received, including, but not limited to the following:
airfare, airport parking fees, transportation to/from the airport, cab
fare, and bus/rail fare, and registration fees.
b.
Registration fees shall be directly paid by the
Committee/Section/YLD Administrator for any meeting where certification
for ABA YLD Assembly voting is required.
c.
Lodging at one-half the ABA-negotiated hotel room-rate or
below if the traveler stays at a less expensive venue, whenever
possible.
d.
Meals (excluding social events) not to exceed $40/day.
The PCBA YLD will not reimburse or pay for:
1.
Social event tickets.
2.
Alcohol
3.
Air travel cancellation or change fees unrelated to meeting
responsibilities.
3.
ADVANCE APPROVAL
All requests to attend
conferences must be submitted to the YLD President no less than 90 days
prior to travel, unless agreed upon by the PCBA YLD Board of Directors.
4.
RECEIPTS
All expenses for
reimbursement must include a receipt.
All receipts, including receipts for meals, must be itemized,
detailed and legible. If no
receipt is submitted, the expense will not be reimbursed without
Traveler submitting an expense affidavit.
5.
AIR TRAVEL
All air travel shall be at the lowest economy fare available.
Travel arrangements should be made
as early as possible to take advantage of special fares.
Airport parking shall be a reimbursable
expense, if a receipt is provided.
6.
AUTOMOBILE EXPENSES
The Traveler may be
reimbursed for automobile expenses on the basis of mileage at the rate
of $.25 per mile for use of a personal automobile in connection with
PCBA YLD business. Automobile
expenses must be approved by the Board.
This reimbursement does not include travel to regular or monthly
scheduled PCBA YLD meetings.
A Traveler driving a personal automobile on PCBA YLD business must have
vehicle liability insurance and a valid driver's license during the
period of travel. The
maximum allowable reimbursable expense for using a personal automobile
shall not exceed the maximum allowable reimbursable expense for round
trip air fare and related expenses to the same destination.
7.
GROUND TRANSPORTATION
All ground
transportation shall be by taxi unless special circumstances dictate
that it would be more economical to utilize a car, shuttle bus, subway,
etc. Receipts for ground
trasportation should be provided with a request for reimbursement.
The maximum amount of reimbursable ground transportation expense
without a receipt will be $15.00 per taxi, with a maximum allowable
expense of $45.00.
8.
HOTEL
Hotel accommodations
shall be reimbursed in an amount consistent with
the average rates customarily charged for business accommodations
in the city of destination and shall be for the Traveler only.
Hotel accommodation expenses shall be paid for only those nights
necessary to attend PCBAYLD
business and/or as required to make reasonable travel connections.
Whenever possible, Traveler shall make arrangements to share a
room with another attendee.
9.
MEALS
Meals shall be
reimbursed in an amount not to exceed $40 per day of travel.
This amount shall be prorated for any partial days of travel.
In the event a Traveler desires to claim an amount in excess of
the maximum daily amount, the reason shall be stated in writing.
Expenses for the purchase of alcoholic beverages will not be
reimbursed.
10.
REIMBURSEMENT FROM
ABA
OR OTHER SOURCE
Where the Traveler is
claiming expenses for attendance at a conference, meeting or other
function as a representative of the PCBA YLD and the Traveler is
eligible for reimbursement from the
ABA
or other source, it shall be the Traveler's responsibility to seek such
reimbursement. All PCBA YLD
reimbursement will then be reduced by the amount of expenses reimbursed
from other sources.
11.
SPOUSES
Expenses for a spouse
or guest's travel, accommodations and meals are not reimbursable.
12.
APPROVAL OF EXPENSES
All expenses (whether
travel related or not) shall be verified by appropriate itemized
receipts and shall be approved by the Treasurer before reimbursement.
Receipts shall be turned in to the Treasurer no later than 30
days after the end of the conference or the next meeting of the Board,
whichever is later.
A maximum of $50.00 may be allowed for reimbursable expenses for which a
receipt was not obtained or has been lost.
The Traveler will be required to sign and file an expense
affidavit stating the nature of the expense, the date and place it was
incurred and the purpose of the expense.
13.
ADVANCEMENT OF TRAVEL FUNDS
If requested, the PCBA
YLD will, at its option, pay in advance for airline tickets,
registration fees and other similar verifiable fixed expenses.
If approved, these expenses may be paid by the PCBA YLD directly
to the person, business or agency providing the service.
The Board may also approve $40 per day meal advance for the
Traveler.
14.
REMAINING FUNDS
If at the end of the
budget cycle travel funds remain and there are no other budgetary needs,
Travelers may request reimbursement for previously uncovered travel
expenses. Payment shall be
approved by a majority vote of the Board. |