The Mecklenburg County Bar (MCB) recognizes that certain budgeted expenses will be incurred by the officers and staff in MCB related travel and attendance at bar conferences, meetings and conventions. The MCB regards such travel and attendance on a selective basis as necessary and appropriate to the advancement of the MCB and its work in behalf of the bar. The MCB adopts this policy to assure that the expenses incurred are proper and appropriate to the advancement of the interests of the MCB and duly authorized, approved, documented and subjected to regular periodic review.
Authorized expenses and documentation.
All officer and staff travel on behalf of the MCB to be paid or reimbursed by MCB shall be included within the approved MCB budget or approved by the Executive Director and the President of the MCB. The MCB Executive Director or the President shall have the authority to approve such expenses in connection with budgeted MCB related travel and activities. Expenses will not be paid or reimbursed for alcohol, entertainment or other unrelated costs except that dinners or banquets and the like which are a part of a conference, meeting or convention will be an authorized expense.
All Expenses to be paid or reimbursed by MCB will be documented on the MCB travel expense form with attached receipts. Routine reimbursable expenses may include the following: committee expenses, airfare (coach class), allowable mileage costs, parking charges, taxi fare, lodging, meals and tips. Officers and staff should be sensitive to avoid any unreasonable expenses.
Payment and reimbursement procedures and periodic review.
All expense reports shall be promptly submitted to the MCB Executive Director who shall review the reports to determine that reported expenses are payable or reimbursable within this policy. All expense reports shall be signed by the officer/staff incurring such expenses and approved and signed by the MCB Executive Director, and all expense reports submitted by the MCB Executive Director shall be approved and signed by the Chair of the Finance Committee.
If any expense report is not approved as above provided, then reimbursement of such expense shall not be made. All expense reports will be reviewed by the Chair of the Finance Committee on a quarterly basis.
Cosmetic Changes Approved by Executive Committee April 23, 2015.
Approved by Board of Directors February 1993.