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NY3 Reimbursement Policy

NY3 Reimbursement Policy. Grant Cycle 2011 - 2012. Closing the Budget Gap. Consider…. . Judgement Calls…. Under 35 site list Paper sites One person sites Low production High AGI sites. Hard state mileage caps. More TWO usage QR before printing Rural site model Site consolidation

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NY3 Reimbursement Policy

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  1. NY3 Reimbursement Policy Grant Cycle 2011 - 2012

  2. Closing the Budget Gap Consider…. Judgement Calls….. Under 35 site list Paper sites One person sites Low production High AGI sites • Hard state mileage caps. • More TWO usage • QR before printing • Rural site model • Site consolidation • Shifts > 4 hours • Better printer and computer utilization

  3. NY3 Volunteer Expenses Total $100,425

  4. Keys to Success • Set Expectations • Exercise Common Sense & Good Judgement • Practice Due Diligence

  5. Reimbursement Policy “Grant funds were never intended to reimburse volunteers for the total cost of the AARP Tax-Aide program, but were rather to insure that those who wished to volunteer would not be excluded due to their income limitations” 46% of our volunteers take the Flat Rate

  6. Expense Reimbursement • Counselor, ERO, Client Facilitator • Option 1 - Flat rate reimbursement of $35 per season. • Option 2 – Itemized reimbursement for counseling expenses (training activity after October1 and tax assistance activity from January to April 20th).

  7. Expense Reimbursement • Coordinators, Specialists, Instructors • Option 1 - Flat rate reimbursement of $50 per season. • Option 2 – Itemized reimbursement for all aspect of Tax-Aide work but requires detailed reporting of all activities and submission of receipts for all expenses except mileage expenses (from Oct 1 thru Sept 30th). • Expenses not explicitly approved in Policy Manual require State Coordinator (Ed Hogarty) approval. • Expenses for consumables on list that are purchased independently will not be reimbursed. • Computer repairs must be approved by Technology Specialist (Howard Riggert)

  8. Expense Codes (page 24-26 in Policy Manual) * > $150 DC Approval >$400 SC Approval In Advance

  9. End of Season Meetings

  10. Expense Reimbursement Questions Comments ?

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