PROFESSIONAL DEVELOPMENT

The process for requesting professional development funds goes smoothly provided the following steps are followed.  There is a $500 (cap) amount for professional development requests.  Each request is considered individually, on it's own merit, and reimbursement requests should be for the actual anticipated amount to be requested.  This means that underestimating costs and then overspending the requested amount does not necessarily mean that the request for additional reimbursement will be honored.  Make your estimates for expenses as accurate as possible - check travel costs, lodging expenses, etc. prior to making the request.  NOTE:  Professional Development money will not be paid out until you have submitted reports (narrative and statisticals) on the web.

PROFESSIONAL DEVELOPMENT REIMBURSEMENT REQUESTS SHOULD BE SUBMITTED AS EARLY AS POSSIBLE TO ALLOW FOR PROCESSING TIME.  If a traveler submits a professional development opportunity request the week of the event, They should plan to cover all expenses on their own, and not assume that the request will be approved or reimbursed.  "Failure to plan on your part does not necessarily constitute an emergency on my part" is a valid statement on this issue.

The process to use is as follows:

1. You must complete the (PIAFR) Professional Improvement Application for Financial Reimbursement (1 page PDF file, 5 KB) form.  Make preliminary request to the Central District Director (let him know the dates, cost estimate, and professional development opportunity details) using the PIAFR form.  Be sure the traveler signs it!    Attach agenda or program description to make clear the intent of the Professional Development Opportunity. 
2. Get Department Head/Director Signature.  Make a copy of the form and attachments for your records.
3. Mail the original signed form and the attachments to Jennifer Brindley at the Central District Office.
4. The Director approves or disapproves the request.
5. Jennifer sends back a copy of PIAFR form with the approved reimbursement amount to the traveler.  If disapproved, the traveler may choose to go on his or her own time, and pay for it personally.
6. When the traveler returns, have them complete a Travel Expense Report (TER) with any covered expenses.  Original Receipts for lodging, registration, etc. must be attached.  Have traveler sign the TER.
7. Get Department Head/Director Signature on the TER.  Make a copy of the form and the attachments for your records.
8. Mail the original signed form and the attachments to Jennifer at the Central District Office.
9. The Director will sign to approve the TER and sends it to Accounts Payable.
10. Reimbursement is sent to the traveler generally within 2-3 weeks, depending on the need for additional documentation.
11. Paperwork must be submitted for reimbursement during the same fiscal year that the event occurred in order to receive reimbursement from the district office (unless other arrangements are approved by the District Director prior to the training).
12. NOTE: If you are requesting financial assistance from the district office for credit course fee/tuition (including CEUs), you will also need to go to the following link http://www.uwex.edu/business-services/forms/ , scroll to the bottom of the page and refer to the section on "Tuition Reimbursement". The policy and form are available at this site. This document must be completed for on-line classes, as well as on campus classes.

• District Professional Improvement Application for Financial Reimbursement (1 page, 5 KB)
• Central District Professional Development Request Process (2 pages, 49 KB)
• Request for Authorization to Reimburse Employee’s Fee/Tuition (Scroll down to Tuition Reimbursement)

REPORTS:

• NEAFCS 2005 Conference - Herman (2 pages, 147 KB)
• Forging Our Future NEAFCS 2005 Annual Conference and Exhibits - Metzenbauer (2 pages, 20 KB)
• Assn of Leadership Educators Natl Conf - Goldsmith (2 pages, 20 KB)

LINKS:

• UW-Extension New Colleague Orientation