Incentive Program Reimbursement Procedures

//Incentive Program Reimbursement Procedures
Incentive Program Reimbursement Procedures2018-04-26T14:14:40+00:00

Printable Version – 2018 Wellness Incentive Program Reimbursement Procedures 

Please note that a specified amount has been allocated to your municipality as part of the 2018 Wellness Incentive Program.

Purpose

The Wellness Incentive Program is designed to assist members in meeting their own Wellness objectives by providing financial reimbursement for wellness and health related items or programs purchased by your municipality.

Suggested Uses

Some suggestions for eligible items are as follows:

• Pedometers & Other Activity Monitoring Devices

• Employee Incentives & Awards

• Health Fairs & Community Outreach Programs

• Promotional Items

• Guest Speakers

• Nutritionists

Your JIF Wellness Coordinator, Valerie Smith, can help you with additional ideas, if needed. Please feel free to contact Valerie at acmjifwellness@gmail.com or (609) 251-7811.

Inadmissible Reimbursements

Please note that purchases made routinely within a municipality, if a Wellness Incentive Program were not in place, are not eligible for reimbursement. These items include such things as healthcare premiums, deductible reimbursements, etc. Requests for reimbursement items that are not clearly wellness related will be submitted to the Executive Safety Committee for approval.

Reimbursement Instructions

Payments will be processed on a monthly basis as individual reimbursement requests are made by members. Instructions for reimbursement are as follows:

1. After you have completed your purchase, you must forward supporting documentation (purchase orders, vouchers, invoices, course outlines, descriptions, etc.) along with a copy of the enclosed voucher (originals not required):

Attn: Tracy Forlenza

Email: Tracy_Forlenza@AJG.com

2. Upon receipt of the above documentation, a check will be issued after the next monthly JIF Executive Committee meeting.

In order to avoid accounting problems for your vendors and the JIF, we want to again emphasize that all purchases must be made by and paid for by the municipality. The JIF cannot pay vendors directly on your behalf.

Deadline for Reimbursement Requests

Please plan your expenditures so that your requests for reimbursement are submitted no later than December 31, 2018. The Executive Safety Committee enforces this cutoff date. If you are planning to purchase reimbursable items after the December 31, 2018 cutoff date; you may encumber your money by sending a letter to the Executive Director’s office announcing your intent by the December 31, 2018 deadline.

All encumbered Funds must be claimed by February 1, 2019. The JIF will strictly adhere to the program cutoff date.