Professional Development After Approval
Before PD Activity
The CPDF Committee does not advance funds, although your department may be able to. Once the committee informs you which activities and amounts were approved, you can begin to pay for those activites. Make sure to keep all receipts. You will be responsible for any expenses that exceed the approved amounts.
After PD Activity
1. Upon having received receipts for your activity, complete a University Expense Report Reimbursement Claim Form. This can be obtained from your department or from the CUPEU office. You may submit all your receipts as part of a single expense claim, or you may submit claims as receipts come in. Please use this example of an Expense Claim form to ensure you have filled it out completely and correctly. Incomplete or incorrectly filled claim forms will be returned to you.
2. Complete the form with all the necessary information except (a) Activity #, (b) PDA PO#, and (c) Tax Code. The Fund/Orgn number will be provided to you soon after your application is approved. If you are uncertain about the Account code, you may leave it blank. However, the most common account codes may be found on the back of the form.
3. Indicate on the form the total cost for each category of expense such as meals, accommodation, books, airfare, local transportation, memberships, courses, etc.
4. Paste all your receipts by category, on a sheet of legal-size paper 81/2" by 14", and identify what they are, i.e. meals, transportation, fees, accommodation, etc.
5. Attach the receipt sheet(s) to the Expense Report Reimbursement Claim form. Except for meals, you will only be reimbursed for receipted items which follow the University policies. Also, provide your credit card statement highlighting the items to be reimbursed.
6. Send everything to Chair, CPDF Committee, c/o Rob Carver, S-MI-202, who will verify that the form(s) are properly completed. If there are any problems you will be contacted.
7. The CPDF Committee chair will send the properly completed documents to Human Resources who will then send them to the office of Vice-President, Services who will then forward it to Accounts Payable who will deposit the reimbursement into your bank account. This can take 4-6 weeks.
8. Send the one-page written report of your PD activity no later than 60 days following your PD activity to Chair, CPDF Committee c/o CUPEU office MI-202, 2130 Bishop St.
Please note that you cannot be reimbursed for more than the requested sum or for any items not requested on your application form.