UC BERKELEY LIBRARY TRAVEL / TRAINING / DEVELOPMENT SUPPORT POLICY
Funding Application Process
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
- 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:
- Professional training and travel
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.
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.
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 FY15/16 an amount up to $600
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 up to $600 in travel
and training support from central library funds for FY15/16.
Please note: Funds are spent in the fiscal year in which the
activity takes place. For example, fees for a class in August 2015 will
be taken from the employee's professional funds for the fiscal year
starting July 1, 2015 and ending June 30, 2016. This is the case even
if the employee pays for the fees in June 2015 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.
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 are controlled by LAUC-B.
- Staff Development Committee (SDC) supported training and travel
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.)
Any staff member who is not eligible for professional travel and has completed the probationary period
Up to $600 per eligible staff member for FY 15/16
All requests must be approved in advance by the supervisor, unit head, line AUL/Director and SDC.
- Administrative training and travel
To conduct Library business
Any staff member, regardless of classification
All reasonable travel and registration costs covered, per University guidelines
Line AULs or Directors approve in advance all requests for administrative travel, regardless of funding source being used.
- Collection Development travel
To acquire library materials, or arrange for such acquisition, where normal means of acquiring materials are not available
Any staff member, regardless of classification, who performs selection
All reasonable travel costs covered, per University guidelines
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.
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.
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