UC BERKELEY LIBRARY TRAVEL / TRAINING / DEVELOPMENT SUPPORT POLICY

Library Business Services form

Four different categories of travel, training, and development support are possible within the Library: 1) professional travel and training, 2) staff development travel and training, 3) administrative travel and training, and 4) collection development travel.

These four different categories of travel either:

• support staff to further their professional advancement -- professional travel and training; and staff development travel and training, OR

• support staff performing their job-related duties as required by the Library -- administrative travel and training; and collection development travel.

Below are the provisions that the Library has made for these four different types of travel, training, and development support:

1. Professional training and travel Purpose:
   To develop professionally or for professional-related activity linked to performance in one's current job. The Library places a high priority on equitably supporting ongoing training and professional development for its employees.

   Eligible staff:
   All academic appointees (librarian and non-librarian) and professional-classified staff (the Management & Senior Professionals (MSP) and Professional & Support Staff (PSS) series, including Programmer/Analyst classifications and non-represented step-based employees). Note: other staff are eligible for Staff Development Committee funds, as described in 2, below.

   Individuals eligible for professional travel are not eligible for Staff Development Committee funds.

   Funding levels:
   Assistant Librarians, Associate Librarians and Librarians: LAUC, having its own budget and mission to support the professional development of librarians, will provide yearly per-person funding for professional training and travel. If this amount of LAUC funding is not sufficient to cover the annual expenses incurred, the Library will make available (from central Library funds) for FY07/08 an amount up to $800 per year/per librarian over and above the LAUC funding. An individual's "unused" money may not be carried forward from one year to the next, except under extraordinary circumstances and with the approval of the individual's AUL/Director.

   Other professionals, listed above, are eligible for $800 in travel and training support from central library funds.

   Please note: Funds are spent in the fiscal year in which the activity takes place. For example, fees for a class in August 2007 will be taken from the employee's professional funds for the fiscal year starting July 1, 2007 and ending June 30, 2008. This is the case even if the employee pays for the fees in June 2007 or earlier. Thus, what matters is when you attend the activity, not when you pay.

   Non-19900 funds or unit-level S&E funds may not be used by library units to supplement the per-person expenditure levels stated above.

   Authorization:
   Permission for all travel and training must be submitted in advance to your supervisor and AUL/Director for approval. Funding may be used to cover any portion of professional travel expenses (transportation, registration, lodging, etc.) at the discretion of the traveler.

   The use of the LAUC portion of the funding is governed by LAUC. Authorization and allocation process for the LAUC-B-funded portion of travel controlled by LAUC-B.

   Budget:
   Costs to support librarians will be budgeted at 100% (for FY2000/01=$61,200) and are reviewed annually.

   Costs to support all other eligible classification levels listed above budgeted at 60% (for FY2000/01=$49,000) and are reviewed annually.

   LAUC budget controls for the LAUC subsidies are managed by LAUC.

2. Staff Development Committee (SDC) Supported training and travel Purpose:
   For educational, professional or career-related activities. (Note: activities required by the Library because of one's job are supported under "Administrative travel and training" as described below.)

   Eligible staff:
   Any staff member, not eligible for professional travel.

   Funding levels:
   SDC determines funding levels on a per request basis.

   Authorization:
   All requests must be approved in advance by the supervisor, department head, line AUL/Director and SDC.

   Budget:
   $20,000 budgeted for FY2000/01 for SDC within Operations Budget.

3. Administrative training and travel Purpose:
   To conduct Library business

   Eligible staff:
   Any staff member, regardless of classification

   Funding levels:
   All reasonable travel and registration costs covered, per University guidelines.

   Authorization:
   Line AULs or Directors approve in advance all requests for administrative travel, regardless of funding source being used
   Budget:
   $85,000 budgeted for FY2000/01 for Admin travel within Operations Budget.

4. Collection Development travel Purpose:
   To acquire library materials, or arrange for such acquisition where normal means of acquiring materials are not available.

   Eligible staff:
   Any staff member, regardless of classification, who performs selection.

   Funding levels:
   All reasonable travel costs covered, per University guidelines.

   Authorization:
   AUL and Director, Collections; Director, Bancroft Library; or Director, East Asian Library approve in advance all requests for collection development travel, regardless of funding source being used. AUL and Director, Collections, approves all collection development travel funded by central Library collection budget funds.

   Budget:
   $30,000 budgeted for FY2000/01 for Collection Development travel within Collections Budget.

   Units should normally use unrestricted endowment funds or other funds that support travel first for support of collection development work before tapping into central Library collection budget funds.

Copyright © 2007 The Regents of the University of California.
All rights reserved.
Last updated 09/21/2007