Individual Professional Development Accounts

1. The University will allocate $1,000 in fiscal year 2020 (7/1/19 - 6/30/20) to each full-time core and management faculty member for the purpose of professional development and scholarship, including, but not limited to travel and attending conferences. Part-time core faculty members will receive pro-rata amounts.
2. The Provost’s office will manage the individual accounts and will establish criteria and a reimbursement protocol for use of these funds.
3. Use this Link to Access Individual Core PD Accounts to access the form "PD: Funding Request for Individual Account 7/1/19-6/30/20 [SP20]": 
4. Guidelines:

• Before traveling and/or submitting for reimbursment, refer to the Lesley University travel policy: lesley.edu/travel-policy to ensure you retain appropriate receipts and other supporting documentation that will be needed when you submit for reimbursement after travel is complete.
• You cannot directly pay a person for services and be reimbursed by Lesley.  If a payment to a person is necessary please contact sfoley2@lesley.edu for assistance in advance of the payment due date.
• Items or services must be purchased after 7/1/19 and delivered before 6/30/20; travel must be complete before 6/30/20.  
• Receipts for items or services must be submitted for reimbursement via the Dynamic Form within 60 days of an item or service purchase, or within 60 days of completing travel. Complete the form online and deliver receipts to your school budget manager, who will complete the process for you.
• For travel, receipts must be submitted to your school budget manager within 60 days of your travel return date. NOTE: because the new Core Faculty collective bargaining agreement was not in place at the start of the fiscal year (7/1/19), travel expenses incurred between 7/1/19 - 9/3/19 will be allowed 90 days to submit for reimbursement.  Travel expenses incurred after 9/3/19 will return to the 60-day limit after travel is complete, to be eligible for reimbursement.
• You may submit as many Individual PD forms as necessary as expenditures are made, in order to stay within the 60-day limit for reimbursements.
• If your submitted Individual PD Dynamic Form is missing information or contains an expense that cannot be reimbursed, it will be 'rejected' back to you. You will receive an email explaining the rejection and any action needed on your part. You must log onto Dynamic Forms to make the change, then submit the form again for processing.  Your reimbursement request will not proceed until you re-submit because while it is in your Dynamic Forms queue no one else has visibility or access to your form.