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The Reimbursement and Expense Recovery Bonus Standard and Policy apply to all expenses incurred beginning January 1, 2023. Any expenses incurred in 2022 (even if they are submitted in early 2023) will follow our previous policies and use the previous year's forms. Please take time to watch the Reimburse and Expense Recovery LEARN course to help understand the key changes to the previous standards and how to use the new expense submission request forms.
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- Recurring Expenses (Ministry Expense (ME) Bonus, Monthly Phone Service)
- Conferences, Retreats, and Mission Trips
- International Worker Expenses
- Licensed Counselor Expenses (for those who serve as a licensed counselor)
- Office Expenses
- Other Ministry Expenses (Equipment, Continuing Education, Gifts, etc.)
- Technology
- Travel
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As noted in the policy linked above, field staff are expected to utilize sound judgment and careful financial management regarding ministry-related expenses. This means ensuring that Reliant financial resources are used appropriately; support supporting the ministry; comply complying with Reliant policies, applicable laws, regulations, and donor restrictions; and consider considering the reputation of the ministry in the sense that we strive for propriety in both fact and appearance. Our stewardship responsibility also means utilizing Reliant's non-profit status for ministry purposes alone and not for personal benefit (e.g. avoiding state sales tax on personal items).
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- What was purchased
- Total amount paid
- Date
- Name of the company (or person) that was paid
- Name of field staff (if applicable, such as for a flight, hotel, rental car, etc.)
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Hand-Written Receipts On the rare occasion when a field staff is unable to obtain a formal itemized receipt, hand-written receipts are acceptable, as long as they contain the following information:
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Receipts from Mobile/Banking App For receipts from mobile apps (such as Venmo, Square, Apple Pay, PayPal, Google Wallet, or a banking app, etc.), field staff should be sure to include a clear description in the memo or "what's it for?" section of the transaction, to document what expense the payment is related to. The reimbursement submission should also include any information that is required for a valid receipt that is not visible on the mobile app "receipt" (see the guidelines above for what details must be included on the itemized receipt for it to be acceptable.) Please see the section below for details on receipts for shared expenses. |
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Receipts for Shared Expenses If a Reliant field staff pays an individual for a portion of an expense that requires a receipt (and the portion exceeds $75), he/she will need to submit two receipts. This includes both a copy of the original receipt with the full expense amount listed from the individual who collected the money and paid for the full expense, as well as a hand-written or mobile/banking app receipt for the portion paid to the individual. These two receipts provide Reliant with sufficient documentation of the transactions. The expense submission should include all details required for the hand-written or mobile/banking app receipts as detailed above. |
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Expense Category | Summary of Allowable Costs | Key Details | ||||||||||||||||||||||
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Hotel/Lodging |
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Flight |
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Rental Car/Borrowed Car |
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Mileage/Carpooling |
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Parking & Tolls |
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Other Transportation |
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Covid Testing |
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Travel Fees and Immunizations (short-term international trips) |
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Meals During Travel |
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Expense Category | Summary of Allowable Costs | Key Details | ||||||||||||||||||||
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Conferences and Event Fees | As a general rule, most conferences, retreats, and events are reimbursable, as long as the field worker substantiates why attendance at the event was necessary for their current ministry role. Supervisor approval will be needed when the event is not spiritual in nature or does not obviously relate to a field worker's current role. |
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Mission and Outreach Trips | The fee(s) for the Mission and Outreach Trip are reimbursable. |
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Spiritual and Ministry Planning Retreats | Spiritual and Ministry Planning Retreats are intended to be dedicated, focused, and intentional times of immersion in the Word, prayer, and/or ministry preparation. Costs associated with the retreats may be reimbursed with pre-approval. |
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Expense Category | Summary of Allowable Costs | Key Details | |||||||||||||||
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Supplies | Due to the different job responsibilities of Reliant Employees, the types of supplies used for ministry purposes is vast are vast and varying. It is the field worker's responsibility to use discretion when purchasing supplies to ensure the items are truly reasonable and necessary for ministry expenses. |
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Office Rent |
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Postage/Shipping/Fax | Postage, fax, and shipping expenses associated with your ministry role are reimbursable. |
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Printing & Copies | Printed prayer letters, magnets, photos, booklets, copies, etc. |
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Expense Category | Summary of Allowable Costs | Key Details | ||||||||||||||||||||||||||
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Equipment and Furniture |
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Meals (not associated with a ministry trip) |
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Books | Books that are ministry-related (they do not need to be religious in nature). |
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Some other continuing education expenses can also be recovered through an Expense Recovery Bonus such as school-required health checks and immunizations and related travel costs associated with continuing education. |
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Counseling |
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Gift-giving is sometimes required to further the ministry of Reliant. Gifts purchased must be clearly ministry-related, and will also help further that specific Reliant ministry.
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Gift Cards | A gift card given by a Reliant employee to donors may be reimbursed with a valid ministry purpose but annual limits for giving (See "gifts" above) apply. As a Standard, Reliant does not allow field staff to give gift cards to other field staff (employee or associate). |
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Professional Fees | Professional fees paid to companies, agencies, or individuals for services necessary to conduct ministry are reimbursable.
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Recreation Expenses | Use discretion when submitting requests for reimbursement of recreation expenses. Reliant will carefully review such requests but will not reimburse expenses that are not clearly ministry-related and that do not follow the Standards for reasonable, necessary, etc. |
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Weddings and Funerals | If the criteria for the wedding/funeral are met, then airfare, mileage, lodging, rental cars, and meals, and other travel-related expenses including meals, etc. can be reimbursed. |
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Expense Category | Summary of Allowable Costs | Key Reminders | |||||||||||||||||
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Bank Fees |
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Communication Devices |
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Counseling |
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Immigration Fees | Reimbursable costs include visa fees and necessary documentation, postage, photos, etc. for ministry-related international travel. Costs recoverable to international field workers through an ERB include:
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Immunizations, Vaccinations | To the extent not covered by Reliant health plans, pre-field physicals, vaccinations, and immunizations (including oral vaccinations with a prescription) required for international placement or internship can be recovered through an ERB |
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International Mileage | When the cost of operating a motor vehicle in the international field worker's country of ministry exceeds that of the United States, the International field worker may reimburse ministry-related mileage at a rate that exceeds the United States IRS’s approved mileage reimbursement rate. |
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Language Classes | Language classes are reimbursable. |
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Legal Fees |
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Moving, Vehicle, Hardship, etc. | There is a specific International Bonus designed to recover personal expenses for International workers that are not eligible for submission on the International Expense Submission Form. |
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Tutoring | Tutoring fees are reimbursable. |
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Translator Fees | Oral translator fees are reimbursable. Written translator fees are typically reimbursable, depending on the nature of the materials, may be reimbursed with prior approval. |
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Storage Fees | Reimbursement may be requested for storage costs for personal items that are being stored in the U.S. while the worker serves at an international assignment when connected to an international move. |
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Expense Category | Summary of Allowable Costs | Key Reminders | ||||||||||
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Counselor Supervision Fees | Available for counselors requiring who require someone to supervise their counseling as part of a mentor/training program. |
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Dues and Subscriptions for Counselors | For those counselors who have dues or fees for professional counseling organizations that provide support, resources, and/or training for licensed professional counselors. |
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Liability Coverage for Counselors | For those counselors who desire additional liability coverage. |
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Office for Counseling | For those who work as counselors as part of their Reliant ministry role and want , to reimburse office updates and decordécor. |
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