PROFESSIONAL DEVELOPMENT
Forms
Policy for Requesting Central Region Professional Development Funds
Professional Development Opportunities
Professional Organizations
UW-Extension New Colleague Orientation
FORMS:
POLICY:
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 per fiscal year. 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.
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:
- You must complete the
(PDAFR) Professional Development Application for Financial Reimbursement
(1 page PDF file, 5 KB) form. Make preliminary request
to the Central Region Director (let him know the dates, cost
estimate, and professional development opportunity details)
using the PDAFR form. Be sure the traveler signs it!
Attach agenda or program description to make clear the intent
of the Professional Development Opportunity.
- Get Department Head/Director Signature. Make a copy
of the form and attachments for your records.
- Mail the original signed form and the attachments to the Central Region Office.
- The Director approves or disapproves the request.
- A copy of the PDAFR form with the approved reimbursement amount will be sent back to the traveler. If disapproved,
the traveler may choose to go on his or her own time, and pay
for it personally.
- 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.
- Get Department Head/Director Signature on the TER.
Make a copy of the form and the attachments for your records.
- Mail the original signed form and the attachments to the Central Region Office.
- The Director will sign to approve the TER and sends it to
Accounts Payable.
- Reimbursement is sent to the traveler generally within 2-3
weeks, depending on the need for additional documentation.
- 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 Regional Director prior to the training).
- 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/ , choose the Request for Authorization to Reimburse Employee's Fee/Tuition form under "General Forms." This document must be completed for on-line classes, as well as on campus classes.
PROFESSIONAL DEVELOPMENT OPPORTUNITES :
PROFESSIONAL ORGANIZATIONS:
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Regional Professional Development Application for Financial Reimbursement