Professional Association Membership (Personal)
The Professional Association Membership (Personal) Policy establishes the circumstances under which the
University will reimburse staff (both academic and professional) for
personal professional association membership fees, i.e. memberships in
the name of an individual staff member.
|Purpose||To outline the circumstances under which the University will reimburse staff (both academic and professional) for personal professional association membership fees, i.e. memberships in the name of an individual staff member.|
The University recognises the importance of staff maintaining their professional memberships. In stating this, though, it is equally important that staff are aware of who is responsible for the payment of these memberships.
For the sake of clarity it must be understood that the University will not pay personal professional association membership fees on the basis that membership is desirable from a professional viewpoint or that it enables the staff member to maintain professional currency or receive a professional journal.
In these cases, personal professional association membership fees are a personal decision with the expenditure to be met by the staff member. The staff member in turn may be entitled to claim a personal tax deduction for the expenditure on the basis of its relevance to the generation of taxable income. Staff are to seek their own advice on this issue.
This policy has been developed following consultation with other NSW universities in order to ensure that Macquarie University is in step with NSW state higher education sector practices. The aim is to ensure that all staff are treated in an equitable and consistent manner in relation to personal professional association memberships.
|Scope||This policy applies to all staff, students and contractors of Macquarie University including all its Controlled Entities.|
The University will only pay or reimburse a personal professional association membership fee where:
- a staff member is required by legislation to be a member of a professional association in order to discharge their professional University duties; or
- membership of an association or registration to a body is a mandatory requirement imposed by the University in the staff member’s employment contract.
For example, in order to practice as the University Solicitor, the University Solicitor is required to be a member of the NSW Law Society. Law Society membership is therefore an expense incurred as a requirement of employment of the University Solicitor.
All requests for payment of these memberships by faculty staff must be endorsed by the Faculty Executive Dean. The Executive Dean is responsible for confirming that the membership is a mandatory requirement of the staff member’s position.
All requests for payment of these memberships by non-faculty staff must be endorsed by the relevant member of Executive (Vice-Chancellor, Deputy Vice-Chancellor, Chief Financial Officer and Chief Operating Officer, Director Human Resources). The relevant member of Executive is responsible for confirming that the membership is a mandatory requirement of the staff member’s position.
PAYMENTCOMPLIANCE AND BREACHES The University may commence applicable disciplinary procedures if a person to whom this policy applies breaches this policy (or any of its related procedures).
Where payment is approved it is to be made directly to the association or body by the University.
|Contact Officer||Assistant Director, Business Services, Office of Financial Services|
|Date Approved||7 December 2012|
Operating Officer and Deputy Vice-Chancellor
|Date of Commencement||7 December 2012|
29 May 2017 - updated Approval Authority from Chief Operating Officer to Chief
Operating Officer and Deputy Vice-Chancellor.
February 2014 – Procurement Handbook replaced Purchasing Policy / Guideline
|Date for Next Review||November 2014|
|Related Documents||Procurement Handbook|
|Policies / Rules Superseded by this Policy||Personal Professional Association Membership Policy approved 1 July 2007|
|Keywords||Personal, Professional, Membership, Fees, Association, Society|
Asset ID = 423446