HomeMy WebLinkAboutResolution 102-86 RESOLUTION NO: 102-86
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ATASCADERO
ESTABLISHING A TRAVEL POLICY FOR ALL INDIVIDUALS
TRAVELING ON CITY BUSINESS
WHEREAS, it is necessary for individuals to travel at City
expense on City business from time to time;
WHEREAS, it is necessary to establish standards and fiduciary
control concerning the disbursement of City funds;
WHEREAS, the standards should be able to be applied uniformly
by the City Finance Department;
NOW, THEREFORE, BE IT RESOLVED that the City Council of Atascadero
does hereby adopt the City Travel Policy as detailed in Exhibit A.
ON MOTION BY Councilmember HANDSITY and seconded by
Councilmember BORGESON , the Atascadero City Council hereby
adopts the foregoing resolution in its entirety by the following
roll-call vote:
AYES: COUNCILMEMBERS BORGESON, HANDSITY AND MAYOR PRO TEM MOLINA
err NOES NONE
ABSENT COUNCILWOMAN NORRIS AND IIAYOR MACKEY
(EXCUSED)
ADOPTED 9/8/86
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ATTEST:
BOYD 'C. SHARITZ, C47 - erk GE RGE OOLINA, Mayor Pro Tem
APPROVED AS TO FORM:
ROBERT M. JONES,I:i-t�i Attorney
APPROVED AS TO CONTENT:
MIC B. HELTO , City Manager
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EXHIBIT "A"
CITY OF ATASCADERO
TRAVEL POLICY
Purpose
To reimburse City of Atascadero employees, elected officials and
commissioners for their reasonable and necessary expenses
incurred in the conduct of business for the City. Reimbursement
for such expenses will be made subject to these rules.
Any person traveling at City expense is expected to show good
judgement and proper regard for economy in incurring expenses
as he normally would if he were traveling at his own expense.
Eligible Travel Expenses
Costs which are eligible for payment with City funds include:
Meals
Lodging
Transportation (including personal vehicle use)
Parking Fees
Reasonable Gratuities
Safe Arrival Personal Phone Call
Car Rental
Cab Fare
Ineligible Expenses
The following expenditures are ineligible expenses for reimburse-
ment by City funds:
Costs for entertainment (except as part of banquet ticket
or conference registration)
Travel Paid for By Another Organization
Liquor
Valet Services
Meal or Lodging Accommodations for Family or Guests
Non-Business Related Tour Bus Fares or Sightseeing Tours
Personal Telephone Calls (except as noted in the policy)
Mileage if Traveling as a Passenger in Privately Owned
Transportation
Trip Insurance
Any Other Personal Expenditure for Entertainment, Recreation
or Other Purposes
Per Diem
In lieu of submitting receipts for reimbursement, the per diem
is to be used for meals, gratuities and tolls.
A per diem will be advanced to a person traveling on City
business. The amount of the per diem will be:
$30.00 for Conference Days
In order to receive the per diem advance, a purchase order must
be submitted to the Finance Department by Tuesday at 5 00 p.m.
the week before the trip is to take place. A check will then
be processed and will be available the Friday prior to the trip.
Any deviation from this must be approved by the Director of
Administrative Services.
TRAVEL COSTS
ALL REIMBURSEABLE TRAVEL EXPENSES MUST BE DOCUMENTED By RECEIPTS.
Transportation
The most economical and expeditious form of transportation
should be used.
Travel by air:
Only tourist class air fare is appropriate.
Travel by City Car :
Only City employees and other persons authorized
by the Department Head will be permitted to travel
in City-owned cars. `
Reimbursement will be made for repairs, gasoline,
oil, storage, parking and other necessary
expenses for the use of the City car . A paid receipt
must support all reimbursement requests of this nature.
Travel by Private Car :
The use of a private car will normally be confined to
destinations within the State.
Full reimbursement for travel by private car is at the
rate of $ .24 per mile and is paid to the car owner .
Reimbursement will be made on a mileage basis unless
it is more expensive than what it would cost to reach
the same destination by air.
No reimbursement will be made for expenses incurred
in making repairs, except reasonable towing expenses.
Coverage of these expenses is provided in the mileage
rate.
Lodging
Lodging expenses will be paid at reasonable rates, whenever
possible.
Whenever feasible and appropri-ate, it is suggested that employees
room together .
Expenses for spouses are not allowed. In cases where rates for
lodging are established separately for two or more persons to a
room, lodging at the single rate only will be allowed.
The City will pay reasonable costs associated with conference
recommended lodging accommodations, at the rate of a standard
single room.
Other Expenses
Parking Fees:
Actual expense will be reimbursed. Parking fees to a
maximum of $5 per day are reimburseable without
receipts; anything more than $5 will need a receipt.
Registration:
Registration fees for conventions, conferences and
seminars will be considered eligible for reimbursement
(if not pre-paid) .
Car Rental:
Rental car expense will only be authorized when it is
more practical and/or less expensive than the use of
taxi cabs, other public transportation or hotel
supplied transportation.
Cab Fare
Cab fare while on City business will be considered
eligible.
DOCUMENTATION OF EXPENSES
Expenses shall be properly submitted on a travel expense form.
Each employee is expected to submit his own travel expense
form. If lodging accommodations are shared between two or
more employees, the billing shall be submitted by the employee
paying the bill.
Non-Routine claims for reimbursement shall be accompanied by an
explanation of such charge. All applicable receipts shall be
attached to the travel expense form. Travel expense forms shall
be turned in to the Finance Department.
The completed travel expense form shall be approved by the
Department Head prior to being turned in to the Finance Depart-
ment
Disbursement of Travel Advances
The Director of Administrative Services may approve advances of
estimated travel funds in excess of the per diem amount and
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issue checks, therefore, if proper requests for such advances are
received by 5:00 p.m. on the Tuesday prior to the week the
trip is to take place.
POST TRAINING
For courses funded by the State Peace Officer Standards and
Training Commission, restrictions currently in effect shall
govern expenditure limitations for meals and lodging. (See
P.O.S.T. Administrative Manual. )
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