Page 201 - 2019 Orientation Manual

members. Secretarial expenses and/or other administrative overhead costs shall
not be reimbursed.

9. Procedures for Reimbursement. The following procedures shall be followed for
expense reimbursement:
a. Supporting Documentation. Documentation for all expenses other than
personal automobile mileage and gratuities (incurred separately from
meals) must accompany expense reimbursement requests. Documentation
shall be in the form of original receipts, invoices from suppliers, law firm
expense statements, or canceled checks. The Bar reserves the right to ask
for additional information from those seeking reimbursement.
b. Approval. Senior staff members will review and approve reimbursement
requests related to their areas of responsibility. In addition, the executive
director must approve each reimbursement request.
c. Meal Expenditures. As per rules established by the Internal Revenue
Service, the LSBA requires the following information for all meal
expenditures of $30 or more:
1.) The business purpose of the meal;
2.) Date and location; and
3.) Names and positions of individuals entertained, if applicable.

10. Time for Reimbursement. To be considered, reimbursements must be submitted
as indicated below:
a. 60-Day Rule. Reimbursement requests must be submitted within 60 days
of the date of the meeting or function for which reimbursement is
requested.
b. Fiscal Year. Reimbursement requests must be submitted and reimbursed
in the same fiscal year in which the expenses are incurred. Expenses for
each fiscal year (July 1 through June 30) must be received at the LSBA
offices by June 20 of that fiscal year in order to be considered for
reimbursement.
K. Investments

1. HISTORY, PURPOSE AND RESPONSIBILITIES

History – The Louisiana State Bar Association (Association) is a nonprofit
organization which exists to assist and serve its members in the practice of law,
assure access to and aid in the administration of justice, assist the Supreme
Court in the regulation of the practice of law, uphold the honor of the courts
and the profession, promote the professional competence of attorneys, increase
public understanding of and respect for the law, and encourage collegiality
among its members.

Purpose – The Investment Policy Statement (IPS) will assist the Board of
Governors (Board) and the Budget Committee (Committee) in communicating