維基媒體基金會旅行與支出政策

一、宗旨

The Wikimedia Foundation ("WMF") believes that traveling in the name of its mission, is critical to raising the visibility of Wikimedia projects and recognizing its distributed workforce.

The purpose of this policy is to ensure that people who are required and approved to travel on behalf of WMF, and request reimbursement for travel are treated equally and fairly. The guiding principles are:

1. WMF travelers will be reimbursed for actual legitimate, reasonable and necessary travel expenses incurred while on WMF business based on the established allowances set forth in this policy.
2. 旅行者應妥善運用維基媒體基金會經費，並以經濟、高效之形式完成旅程。

二、適用範圍

本政策適用於所有職員、理事會理事、供應商及其他代表維基媒體基金會出差或在出差期間產生商務支出之人員。

本政策適用於由維基媒體基金會開支旅費之人員，但不適用於由其他組織或出差人員自行開支旅費者，亦不適用於獎助金得主。

三、方針

This policy is intended to assist WMF's business traveler and its management team by establishing guidelines and reporting requirements related to WMF's expectations and Internal Revenue Service (IRS) regulations.

The Wikimedia Foundation is entrusted with responsibly stewarding resources for the Wikimedia movement. As a result, WMF recommends travelers to consider to following:

1. Prior to making any travel arrangements on behalf of the Wikimedia Foundation, the traveler must obtain written approval for the trip from their delegated budget authority.
2. The request for approval should include: The destination for the trip, the duration, the purpose (including a list of activities or a specific agenda), as well as the approximate expected cost.
3. 核准人應：
   1. 決定旅行是否必要；
   2. 予以書面授權；並
   3. 確保維基媒體基金會所開支任何費用，均符合旅行政策宗旨，並依本政策規定批准支出。
4. Except with prior approval from the Global Travel and Convening Team, all travel arrangements and reservations required for business travel (air, rail, vehicle rental and lodging), including all changes and cancellations of travel arrangements, must be made through the Global Travel and Convening Team. People traveling on behalf of WMF are not allowed to make their own travel arrangements using a personal credit card.
5. Expenses must fall within WMF's established organizational guidelines and will be reimbursed with proper documentation.
6. 機票應以最低價格訂購之。旅行者乘坐飛機者，應乘經濟座（艙）位。
7. 旅行者乘坐火車者，應乘經濟座位。
8. 遇有實際經濟需要者，得乘坐租賃交通工具。
9. 旅行者合理之住宿費用，得按實支給。
10. 旅行者得報支計程車費用，惟維基媒體基金會鼓勵旅行者儘量選擇其他更經濟之出行方式。
11. 旅行者出差期間，遇有不供膳者，得按日支給標準膳食費零用金。
12. Other expenses are reimbursable if they are directly related to WMF business and are legitimate, necessary and reasonable.
13. Travelers may combine personal and WMF travel on occasion provided there is no additional cost to WMF.
14. Cost-effective business travel is the responsibility of all travelers and their expense approvers. All expense reports should be carefully reviewed and approved by each expense approver. Items that are not reimbursable should be brought to the attention of the traveler prior to being submitted for reimbursement.
15. Travelers must submit travel expense reports, with all required information, to the WMF within 1 month of completion of the trip, unless a longer delay is approved by the chair of the Board or the CEO (Chief Executive Officer). Every effort will be made to reimburse travelers within five working days of receipt.
16. While this policy is intended to be comprehensive, it is impossible to anticipate every situation that a traveler may face. WMF expects travel-related expenses to be reasonable and necessary and the traveler is expected to apply this policy prudently. Any legitimate, reasonable, and necessary business-related travel expenses that are not covered by this policy should be proposed to and approved in advance by the CFO or delegated authority.
17. 旅行者違反本政策者，維基媒體基金會得拒絕報銷其不符合本政策宗旨之支出。

四、定義

本政策所稱旅行者（Traveler），係指由維基媒體基金會核准並開支該會有關旅費之人員。

本政策所稱支出核准人（Expense Approver），係指旅行者為支出報銷提交申請前審核其支出報告之維基媒體基金會職員。旅行者之直接管理人、預算負責人或（及）會計人員，均得擔任支出核准人。

五、版本沿革

版本	日期	作者	變更摘要
1.1	2022年9月13日	旅行與集會團隊	Draft to update the current Travel Policy
1.2	2025年6月9日	旅行與集會團隊	Updates to Section III, item 8.

另见

• 支出報銷
• 獎助者旅行政策
• 服務提供者旅行指引