The
DeWinter Group and its subsidiaries (“DWG”) policy overview
The overarching principle of this policy is
that it is fair and reasonable, and you are reimbursed for expenditures
incurred during the course of your duties. DWG intends to either fully pay for or reimburse any business expenses.
Some expenses made while conducting company business may be exempt from
reimbursement, as listed in this expenses policy standard.
Qualifying
expenses DWG reimburses all full-time employees for qualifying expenses with
LOB leader approval PRIOR to incurrence, including:
● Airfare – economy or coach
● Lodging – up to $400 per night
● Ground transportation - up to
UberX or equivalent
● Meals – With client or candidate
present, include BH ID on the expense report. While on approved travel, a per diem of $75.
● Conference entry fees
● Office supplies
● Professional certification fees
● Professional membership fees
Further
to the qualifying expenses above, DWG reimburses for airfare, lodging, meals
during travel and ground transportation related to the following events:
● Annual All Hands Meetings (Max 2
Nights lodging)
● Annual Holiday Events (Max 1 Night
lodging)
● Annual Producers Trip for eligible
employees (2 or 3 Nights dependant on Trip)
● ONE department event per year as
coordinate by Manager (Max 2 nights lodging)
**Additional guidance will be provided to
employees for Annual Hands Meeting and Annual Holiday Event when the event
information is communicated to the company **
Bay Area includes 9 Counties: Alameda, Contra
Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma.
Non-qualifying
expenses DWG does not financially pay for or reimburse employees include, but
not limited to, the following:
● Computer equipment - please work
directly with ops@
● Furniture - please work directly with ops@
● Mobile or wifi fees
● Entertainment
● Work-related software - please work directly with ops@
● Loss of personal property
● Vehicle fines
● Unapproved meals or entertainment
while on company business
● Flight upgrades
● Expenses for other family members,
such as spouses or children, during business trips
● Expense reports submitted more
than 90 days after the receipt date
Procedures
To help
ensure the company reimburses you fully for any business-related expenses,
remember these guidelines:
● Expense should detail the business
rationale and attendee names by ITEM.
● Keep receipts from your trip
documented and organized.
● Submit all business expense
receipts for items greater than $75.00 within 30 days.
● Expense reports submitted more
than 90 days after the receipt date will be denied approval and not reimbursed.
● Maintain copies of your receipts
after you've submitted them.