HomeMy WebLinkAboutCity Council - 4688 RESOLUTION NO. 4688
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
HUNTINGTON BEACH ESTABLISHING A BUSINESS EXPENSE
POLICY FOR ALL OFFICERS AND EMPLOYEES OF SAID
CITY
WHEREAS, the City Council of the City of Huntington Beach
finds it expedient to provide an acceptable expense policy for
all officers and employees of the city, and that such policy be
established and published,
NOW, THEREFORE, BE IT RESOLVED by the City Council of the
City of Huntington Beach that it does approve and establish the
following procedure as the business expense policy for all city
officers and employees who may wish to attend meetings, schools,
conferences , training programs and seminars :
BUSINESS EXPENSE POLICY
I. POLICY
A. All departments and employees shall conform to the
rules and procedures established in this policy.
B. All exceptions shall have prior written approval
from the City Administrator.
C. Employee business expenses shall not be allowed ex-
cept for:
1. Approved schools and training exercises speci-
fically related to the functions and responsibilities of
the employee in his present job classification.
2 . Approved participation in meetings that provide
specific job-related information or input for city programs.
3. Approved participation in meetings that affect
department or city programs so that the value to the city
warrants attendance .
D. Attendance at non-budgeted meetings may be granted on
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1.
at the expense of the employee provided the criteria in Sec-
tion C hereof are met.
II. RESPONSIBILITY
A. Department heads shall be responsible for the
proper administration of this policy within their departments .
B. The City Administrator shall be responsible for
the proper administration of this policy for all employees under
his immediate supervision, and for all department heads or heads
of city agencies.
C. The Finance Director shall audit business expense
reports and present his findings to the City Administrator.
D. Employees shall comply with this policy and insure
that all requests are approved in advance and proper reports and
receipts are submitted.
III . PROCEDURE
A. Reasonable, actual and itemized expenses shall be
allowed for meals , not to exceed $25 per day, when such expenses
are incurred on official city business .
B. Permitted expenses and limitations are as follows :
1. Registration and fees
2 Travel
a. Expense for local transportation shall be
allowed when necessary to conduct city business .
b. Air travel at coach fare by the most di-
rect route.
c. Car rental shall have prior approval by
Administration and a city discount credit card shall
be used.
d. Personal cars may be used, with prior ap-
proval of Administration, at the rate of 18� per
mile, or the equivalent amount of round trip air
coach fare by the most direct route for one passen-
ger, whichever is the lesser amount.
e. Travel time, when allowed, will be based on
the most cost-effective mode of travel. The ap-
proving authority shall make such determination.
2.
3. Lodging
a. Lodging shall be obtained at the single
room rate or at government rate when available .
Government rates shall be requested on all lodging
reservations .
b. Rates shall not be higher than any special
rate offered for the meeting location.
c . Whenever practical, lodging shall be ar-
ranged and paid for by the city directly.
4 . Communications
Telephone expense shall be allowed for city
business only.
5. Miscellaneous
Cost for necessary school or meeting supplies
which cannot be obtained by the city prior to such
school or meeting.
6. Group Rates
Whenever possible, group rates shall be used.
C. Advances
Advances may be allowed by the approving authority
in an amount not to exceed 90 percent of the approved estimate
of expenses . Advances shall be paid in accordance with procedures
established by the Finance Director. In no case shall any money
be advanced for expenses to be incurred by any person other than
the authorized employee .
D. Tickets
Air transportation, registration fees and other costs
normally payable in advance shall be obtained through the regular
requisition and purchasing process .
E. Records
Itemized expense receipts shall be provided by
the employee for the following:
1. All travel for which tickets must be purchased;
lodging; parking; all meals; all other expenses for which
receipts can be obtained.
3.
2. All expenses for which receipts cannot be ob-
tained shall be itemized by date, amount, purpose and
reason for failure to furnish such receipt .
3. All expenses , with or without accompanying re-
ceipts, shall be reported on the appropriate city form,
approved for such purpose . Expense reports shall be sub-
mitted to the approving authority within five (5) working
days upon return. Any employee who fails to comply with
this provision shall forfeit his right to future advances .
F. Miscellaneous
1. Cost of miscellaneous items may be allowed when
it is specifically shown that such items were necessary to
conduct city business .
2. All additional charges incurred shall be at the
employee ' s expense .
The foregoing business expense policy shall have no applica-
tion to benefits which have been granted to employees under mem-
oranda of understanding entered into by the City Council with the
various recognized employee organizations.
PASSED AND ADOPTED by the City Council of the City of
Huntington Beach at a regular meeting thereof held on the 2nd
day of October 1978
oe
Mayor
Pro Tempore
ATTEST : APPROVED AS TO FORM:
City Clerk City Attorney
INITIATED AND APPROVED :
At_�y/lAdministrator
4.
Res. No. 4688
STATE OF CALIFORNIA )
COUNTY OF ORANGE
CITY OF HUNTINGTON BEACH )
I, ALICIA M. WENTWORTH, the duly elected, qualified City
Clerk of the City of Huntington Beach, and ex-officio Clerk of the
City Council of said City, do hereby certify that the whole number of
members of the City Council of the City of Huntington Beach is seven
that the foregoing resolution was passed and adopted by the affirmative
vote of more than a majority of all the members of said City Council
at a regular meeting thereof held on the 2nd day
of October 19 78 by the following vote;
AYES: Councilmen:
Pattinson , MacAllister , Bailey, Mandic , Siebert
NOES: Councilmen:
Thomas
ABSENT: Councilmen:
--Shenkman
City Clerk and ex-officio Clerk
of the City Council of the City
of Huntington Beach, California