Travel Agency and Expense Guidelines for Board, Committee and Taskforce Members

Travel Agency

The Unitarian Universalist Association uses the PROTRAVEL International travel agency:

Ron Rajewski
15 Broad Street, Suite 702
Boston, MA 02109

Tel: (617) 559-5522

Tel: (800) 498-4881 (Out of State)
(eFax) (866) 852-1928

General Guidelines for Meeting-Related Expenses

Adopted: October 1999
Amended: 1999, 2002, 2003, 2005, 2014, 2016, 2017
Purpose: To provide equity between volunteer committees and lower barriers to volunteer service.

  1. Travel and meals, along with all Association expenses, are funded by the generosity of our donors, past and present. We are honored to utilize these funds in the furtherance of the Unitarian Universalist Association’s mission.
  2. Expenses should be limited to those that are essential to Association business.
  3. Video or teleconference technology should be used as an alternative to travel whenever practical.


  1. Every effort should be made to book air travel as soon as the necessity for a trip is determined, or 21 days (14 days for shuttles) in advance. Reimbursement for airline travel purchased less than 21 days (14 days for shuttles) in advance must be approved by the COO or CFO. Travel should be booked at the economy rate, unless approved by the COO or CFO.
    a. We strongly recommend that air travel bookings go through the UUA’s travel agency: Protravel International. By using the agency, travelers will be able to charge expenses directly to budgets, and changes and cancellations can be accommodated. For UUA staff AMEX cardholders, all travel reserved through Concur is booked by ProTravel International.
    b. If air travel is not booked through Protravel International, the date the flight was booked should be reported on the Travel & Expense Report form or staff AMEX/Concur reimbursement report.
    c. The UUA will not reimburse travel purchased using frequent flier miles.
  2. Travelers using rental cars should use compact or subcompact sized cars unless several persons will be sharing the car. Typically, all insurance offered by the rental agency should be waived, since the Association maintains a blanket insurance policy to cover all aspects of non-ownership liability for rental cars. Travelers renting cars in countries other than the United States or Canada, however, should take complete insurance coverage.
  3. Every effort should be made to use low cost ground transportation. Use of public transportation is encouraged. Travel by taxi is to be avoided if alternative public transportation is available.
  4. Personal car usage is reimbursable at the current IRS rate ($0.535/mile for 2017). When one chooses to drive to a meeting, reimbursement will be made at the lower of the mileage reimbursement rate or lowest available airfare.
  5. Fines for parking or traffic violations are not reimbursable expenses.

Lodging and Meals

  1. Moderate or lower-priced hotels and motels should be used. When traveling with a partner, spouse, or other(s), travelers are expected to pay the additional cost, if any, for double or additional rooms.
  2. Travelers should consider sharing rooms during meetings, but this is not required.
  3. Meals when traveling are reimbursable, up to federal per diem rates, including tips. The cost of alcoholic beverages is not reimbursable. On the day of travel from one location to another, the highest per diem rate in any city traveled through may be used to calculate reimbursement. Federal per diem rates can be found at U.S. General Services website. Clarification on the application of the per diem rates is provided by the examples below. These examples are not meant to be fully inclusive, but are intended to function as guidelines for applying the per diem rates.
    • Example #1: Staff/volunteer is traveling, and does not eat breakfast, buys a $1 apple for lunch, and spends $50 on dinner. To support flexibility in meals spending, the entire day's meal expense is reimbursable up to the daily federal per diem rate, even though the dinner expense exceeds the dinner per diem rate ($36 in Boston).
    • Example #2: Staff/volunteer is traveling, and has breakfast and lunch provided at the meeting venue, and spends $50 on dinner. The daily per diem rate should be reduced by the meal per diem rates for meals provided by and alternate source. Reimbursement is limited to the dinner per diem rate ($36 in Boston).
  4. Generally, expenses for social gatherings/meals of UUA staff are not authorized reimbursable expenses.
  5. Reasonable tips for such things as housekeeping and baggage handling are reimbursable.


  1. Exceptions to this policy must be approved by the President, COO or CFO. Approval for any exceptions must be made in writing.
  2. Travel to countries other than the United States or Canada can be approved only by the President or COO.


  1. Expenses may be submitted for reimbursement when incurred, even if this is in advance of the meeting.
  2. Meals: The cost of each meal should be itemized separately, and include business purpose and names of diners if the meal is for more than one person. The original or scanned receipt should be submitted if the expenditure is $50 or greater.
  3. Requests for reimbursement must be submitted using the UUA Travel and Expense Report form or on the monthly AMEX/Concur expense report if you are a UUA staff AMEX cardholder, and fully documented with receipts provided for expenditures of $50 or greater. Volunteers must submit the form to the appropriate UUA staff liaison within two weeks of the meeting. UUA staff should submit reimbursements to the Financial Services Department within two weeks of expenditure. Financial Services will reimburse expenses within one week of receipt of the request.
  4. Requests for reimbursement submitted more than 30 days after the end of the fiscal year in which the expense(s) incurred will not be paid.
  5. All Travel and Expense Reports must be approved by the employee’s supervisor or committee liaison prior to submitting to Finance for reimbursement.

Travel Advances

  1. Employees whose normal work assignments require occasional travel can obtain temporary advances in an amount equivalent to predicable out-of-pocket expenses. These advances must be repaid at the time Expense Reports are submitted. Staff members are required to account in full for any outstanding temporary travel advance before applying for an additional advance.
  2. All advances must be approved by the appropriate staff group director.

Volunteers—Additional Guidelines

  1. Board and committee expenditures, including travel, are not reimbursable when that committee has exceeded its budget, unless express permission is received in advance from the Treasurer, the COO, the Moderator, or the Financial Secretary.
  2. Only expenses related to volunteer service are reimbursable from the UUA budget. If a board or committee member incurs expenses for non-meeting activities (such as extra hotel nights related to non-committee related business prior to or following a meeting), these expenses will not be reimbursed. If these costs are directly billed to the UUA (such as hotel nights prior to General Assembly) the individual will be required to reimburse the UUA for such expenses within 30 days.
  3. In cases of economic necessity:
    a. A cash advance for meeting-related travel will be authorized by the Treasurer.
    - A detailed list of expenditures, receipts for every expenditure, and
    all remaining/unspent funds must be submitted to the staff liaison
    within 30 days.
    b. If volunteers do not have access to a credit card, they may request that staff liaisons provide Club Quarters or other lodging locations with credit card information for check-in purposes.