CSBS Examiner Training Manual

Internal Use Only

• Presentations, postings, and messages should not contain promotional materials, special offers, job offers, product announcements, or solicitation for services. CSBS reserves the right to remove such messages and potentially ban sources of those solicitations. • Participants should not copy or take screen shots of Q&A or any chat room activity that takes place in the virtual space. CSBS reserves the right to take any action deemed necessary and appropriate, including immediate removal from the meeting without warning or refund, in response to any incident of unacceptable behavior, and CSBS reserves the right to prohibit attendance at any future meeting, virtually or in person. In addition to the CSBS Code of Conduct, all examiner training contributors should also acknowledge that they are a representative of CSBS and their own agency when they are instructing. It is important for instructors to maintain complete professionalism and be mindful of their actions while instructing. This includes avoiding discussing sensitive topics with attendees or in the presence of attendees. Examples of sensitive topics include, but are not limited to, religion, politics, and social issues. In order to submit expense reimbursements, you will need to set up a vendor account in our financial management system, Tipalti. You will be able to choose whether you want payments to be sent via check or ACH when you set up your profile. Prior to your first CSBS trip, you will receive a vendor invitation email from accounting@csbs.org with instructions on how to set-up your account. If your agency requires your reimbursement to be submitted through them, you do not need to set up a vendor account. Expense Reimbursement Form A blank Expense Reimbursement Form will be sent to you the week prior to the training. In an effort to ensure timely payments, the submittal of expenses should not exceed 14 days after returning from a trip. Any expenses not submitted timely could result in your expense reimbursement being delayed for payment. Expense Reimbursement Forms should be completed and emailed to the CSBS Staff Lead for the training. Please ensure you indicate the correct payee (yourself or your Agency) on the expense reimbursement form. Receipts for anything over $25 must also be attached to the Expense Reimbursement Policy Expense Reimbursement Account Set-up

7 CSBS Examiner Training Contributor Manual