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HomeMy WebLinkAbout040 96STATE OF WASHINGTON County of Jefferson In the Matter of Establishing a } Policy Establishing Criteria for the } Expenditure of Public Funds for } Eating and Drinking } RESOLUTION NO. 40-96 WHEREAS, Jefferson County employees are authorized to claim reimbursement for their necessary expenses, including food and beverages expenses, in connection with travel on official business, by RCW 42.24.090 and by the Jefferson County Personnel Policy; and, tVHEREAS, situations arise where it may be appropriate for food and beverages to be provided, at public expense, for employees, "quasi-employees," or volunteers who are on official business regardless of travel status; and, IVHEREAS, local governments can allow such expenditures if properly authorized by local policy; and, NO IV, THEREFORE, BE IT RESO£ VED, by the Board of Jefferson County Commissioners that expenditures of public funds for food and beverages, under specific circumstances, and consistent with a clearly defined policy, are allowed; and, BE IT FURTHER RESOLVED, that the policy provided for in Attachment "A" of this document is hereby adopted. BE IT FURTHER RESOLVED, that no County Elected Official or Department Head is required to expend public funds for eating and drinking expenses for events, conferences, meetings, etc. hosted by the County. BE IT FINALI. YRESOL VED, that all Elected Officials and Department Heads shall comply with the requirements Attachment "A" when submitting requests for purchase of food and beverages in situations other than those reimbursable due to travel on official business. APPROVED this ~ ~ day o __~ 1996. /.., -. ')-'. ,.7..-~.~ ~, SEAL: ~?~ ,...:.,,~, ~ . ~ TEST:~'~O~./)'~¢._~/.I~~ . . .- ~ Clerk of the Board Glen Hunt~fo~rd,,~c'mCe~ ATTACHMENT "A" (To Resolution No. 40-96) Section 1 - Subject Policy Governing the Expenditure of Public Funds for Food and Beverages by County Departments for employees and quasi-employees (not on travel status), volunteers, and citizens. Section 2 - Purpose Jefferson County recognizes that situations arise where it may be appropriate for County Departments to expend public funds on food and/or beverages for employees and quasi- employees, regardless of travel status, and/or for volunteers and citizens. This policy is to provide guidance to assure that these purchases are an appropriate way to carry out the legal or policy objectives of the County and are therefore considered a proper expenditure of public funds. Section 3 - Affected Parties All County departments, including elected or appointed department heads, employees, quasi-employees (i.e. Election workers, Jurors, Board of Equalization members -- persons who receive some form of remuneration from the County for the service they perform), advisory boards, commissions, volunteers and the general public. Section 4- References 1) 2) 3) RCW 42.24.090 Attorney General's Memorandum dated May 14, 1987 (Subject Eating and Drinking at public expense.) Jefferson County Personnel Policy and Travel Policy, adopted by Resolution No. 133-92 and Resolution 20-93. Page 1 Attachment A -- Re~olution No. 40-96 Policy Governin~ the Exloenditure of Public Funds For Food and Beverages Section 5 - Definitions Advantageous: Direct non-financial, work related benefits accruing to the County. ]lm~ag~ All non-alcoholic beverages including coffee (all forms), tea, soft drinks, juices, bottled water, milk, etc. Employee: Employee means an officer, employee or servant of the public entity (Jefferson County), who has been elected or appointed, but does not include an independent contractor. Employees traveling on official business: All full time and part time County employees, and quasi-employees, who are on travel status. (See provisions of the Jefferson County Travel Policy). Hosting Event: Includes those activities that are intended either to lobby a legislator or governmental officials, non-employees for trade promotion purposes, or are to be a social rather than governmental business event. Integral Part of the Meeting: the meeting. A meeting activity that is essential to the completeness of Light Refreshments (Snack): A light ret~eshment is an edible item that may be served between meals (e.g., muffins, coffee cake, donuts, pretzels, vegetables, cheese or fruit pieces, chips, ice cream, cake) Major Event: Those ceremony and celebration activities such as: dedication of a new or remodeled County facility, park, playground, etc. or a celebration commemorating the anniversary of the County or the completion of the County Courthouse. Meal: Any food served in a manner and at a time that would indicate to the person served that it was to serve as that meal (e.g., buffet of sliced meats, cheeses and bread with condiments for sandwich making served at lunch or dinner time; pizza served with a beverage at lunch or dinner time) VOl_ ~ ~r;:91~ Page2 Attachment A -- Reaolution No. 40-96 Polie~ Governin~ the Exl0enditure of Public Funds For Food and Beverages Normal Daily Business: Duties of an employee or official of the County as required by the job description, RCW, Ordinance, or resolution. Official County_ Business: Those activities performed by an official, employee or quasi- employee of the County, or authorized volunteer as directed by the County through his/her supervisor in order to accomplish County programs or as required by the duties of his/her position or office. Official Work Station: The city, town, community or other location where the employee's office is located or their work is performed on a permanent basis. For the purposes of this policy, facilities which house County employees in eastem Jefferson County (i.e. City of Port Townsend -- Courthouse, Permit Center, Federal Building, Port Townsend Community Center; Memorial Field, the Animal Shelter, the Landfill; Port Hadlock -- Sheriff's Office, Road Shop, Cooperative Extension Office, the Drop Box site; and Quilcene -- Road Shop, the Drop Box site) are considered to be the same official work station. Quasi-employees: Persons working for or under the direction of a County depamnent on an advisory board, committee, jury, election, project or event, who are eligible to receive some form of remuneration from the County for that service (i.e. per diem for their presence, travel reimbursement, mileage, etc.) Three Hour Rule: Employees are on travel status when they are on official County business and the number of travel hours before and/or after the employee's regular scheduled working hours of any one day, total three or more (WAC 82.28.040.) Travel Status: The official status of an employee when the employee is away from both their official residence and their official work station (exclusive of commuting between the employee's official work station and official residence) on County related business. Volunteer~; Non-employees who are working under the direction and guidance of a County employee, an Elected Official, Department Head, or Division Manager on a specific County project or event, who receive no remuneration for their services. Page 3 Attachment A -- Resolution No. 40-96 Polic~ Govemin~ the Ex~oenditure of Public Funds For Food and Beverages Section 6 - Policies 1) County employees and quasi-employees who are on travel status will be reimbursed for their subsistence expenses (meals and lodging) as provided in the Jefferson County Travel Policy, 2) In compliance with the Jefferson Count, Alcohol and Drug Free Workplace Policy, the purchase of alcoholic beverages is not an appropriate expenditure of public funds, under any circumstances or conditions. 3) Expenditure of public funds for food and beverages for volunteer groups working directly for a Department on a County project or event are authorized subject to the provisions established. 4) Meals, beverages, and light refreshments at meetings and training sessions are an allowable expenditure of public funds only as provided for in this policy. MEALS WITH MEETINGS 1) A Department Head, Elected Official, Division Manager, or Office Supervisor may authorize reimbursement for the allowable cost of meals for employees of Jefferson County at meetings and training sessions when the meetings or training sessions are away from the employee's Official Work Station (see Definitions, Section 5) regardless of travel status and without regard to the Three Hour Rule (See Jefferson Count. Travel Policy). Reimbursement for allowable costs for meals for quasi employees and/or volunteers may be made without regard to Official Work Station. This authority is intended for use when the County requires an employee to attend a meeting, conference, convention or training session where meals are served when: a) The purpose of the meeting is to conduct official County business or to provide training to County employees and Officials; and, b) The meals are an integral part of the meeting, conference, convention, or training session; and Attachment A -- Re~olution No. 40-96 Polic~ Governing; the Expenditure of Public Funds For Food and Beverages c) The Elected Official, Department Head, or Office Supervisor, approves payment for the meals in advance of the meeting, convention, conference, or training session because it is advantageous to the County. 2) Approvals for meals with meetings as described above are to be in writing. One time approvals for recurring meetings can be made at the time of the initial request. Approvals for recurring meetings will be maintained by the Department. Approvals for single meetings are to be filed with the appropriate expense reimbursement form or voucher. 3) Expenditures for meals for anniversaries of Departments, Boards or Commissions, individual employment anniversaries, receptions for new, existing, and/or retiring employees or officials, election celebrations, hosting events, etc. are PROHIBITED trader these regulations. 4) All expenditures for meals must be made within the budget limitations of the Department requesting the meal(s). BEVERAGES AND LIGHT REFRESHMENTS (SNACKS) 1) The serving of beverages and/or light refreshments at County sponsored meetings, conferences, conventions or training sessions, when the meetings or training sessions are away from an employee's Official Work Station (see Defmitions, Section 5), are authorized subject to the provisions of this policy, regardless of travel status and without regard to the Three Hour Rule (See de~fferson Count. Travel Policy). Reimbursement for allowable costs for beverages and light refreshments for quasi employees and/or volunteers may be made without regard to work station. No Department is required to provide beverages and/or light refreshments. This authority is NOT intended for use with the normal daily business of employees or officials, but rather for special situations or occasions, as determined by the Elected Official, Department Head, Division Manager, or Office Supervisor, where: ^tt~chment ^ -- Resolution No. 40-96 Polic~, Governin~ the Expenditure of Public Funds For Food and Beverages b) c) The purpose of the meeting, conference, convention or training session is to conduct official County business or to provide formal training to County employees and Officials and is advantageous to the County; and, The beverages and/or light refreshments are an integral part of the meeting, conference, convention, or training session; and The Department obtains a receipt for the actual costs of the beverages and/or light refreshments. 2) Requests for purchase of beverages and/or light refreshments are to be submitted in writing (See attached Food and Beverage Purchase Request Form,) and approved by the Board of County Commissioners BEFORE the purchase is made. The following information MUST be provided in the justification for the expenditure: a) b) c) d) Name of department/organization/persons attending meeting. The public purpose and/or accomplishments for the meeting. The type of food and/or beverage to be served. The total estimated cost of the food and/or beverage. 3) Expenditures for beverage and/or light refreshments for anniversaries of Departments, Boards or Commissions, individual employment anniversaries, receptions for new, existing, and/or retiring employees or officials, election celebrations, hosting events, etc. are PROHIBITED under these regulations. 4) Half of the per diem rate for the main meal preceding the offering of beverage/light refreshments as set forth in the Jefferson County Travel Policy shall be used as a guide for determining a reasonable, allowable, expenditure. 5) All expenditures for beverages and light refreshments (snacks) must be made within the budget limitations of the Department requesting them. CEREMONIES AND CELEBRATIONS 1) Expenditures for beverages (non-alcoholic only), and/or light refreshments are an allowable expenditure of public fimds when the public is invited to a major event such as: · Dedication of a new or remodeled County facility, park, playground, etc. Page 6 Attachment A -- Re~olution No. 40-96 Polie}~ Governin} the Exl~enditure of Public Funds For Food and Beverages Commemoration celebration for the anniversary of the formation of the County. Commemoration celebration for the anniversary of the completion of the County Courthouse. Other -- Explain, in detail, the public benefit of this activity. 2) Requests for purchase of beverages and/or light ret~eshments for such an event are to be submitted in writing (See attached Food and Beverage Purchase Request Form,) and approved by the Board of County Commissioners BEFORE the purchase is made. The following information MUST be provided in the justification for the expenditure: a) Who will consume this food and drink? Estimate of number of public b) c) d) employees? the general public? Federal, State and County Officials? The public purpose of the event. The type of food and/or beverages to be served. The total estimated cost of the food and/or beverage. 3) Receipts for the actual costs of the beverages and/or light refreshments are submitted for payment to the appropriate Department Head/Elected Official. 4) The serving of beverages and/or light refreshments at a County commemoration or dedication is authorized, however, it is not required. 5) Half of the per diem rate for the main meal preceding the offering of beverage/light refreshments, as set forth in the Jefferson Count. Travel Policy shall be used as a guide for determining a reasonable, allowable, expenditure. 6) All expenditures for food and beverages at ceremonies and celebrations must be made within the budget limitations of the Department requesting them. Purpose: (Description of meeting, training, seminar, public purpose of the ceremony or celebration etc. where food/beverage will be served). County Department: Location of Event Employee(s) Attending: Type of food/beverage to be served: Estimated total cost of food and beverage: (Expenditure Guide -- Half of the previous main meal Per Diem rate~ Breakfast $3.50/person; Lunch $4.00 per person.) Who will provide the food of beverage? (i.e. Safeway, Name of other Caterer, Department employees.) ~9 WIIO IS tO consume tills lOOCl ann oeverage: General Public Employees County/ County Quasi Employees Public (not on Travel State/ or Volunteers working on Enter Amounts in Colunms that apply Status) Federal Officials County Program and/or Service Estimated total number of people Why is food and beverage to be offered? REMINDER - Exp~ndt~r~ for food ~nd bevera;~ for anniv~, of Departments or inaMauat ~mptoymont; The purpose of the meeting is to conduct official County business or to provide training to County employees and Officials. The meals are an integral part of the meeting, conference, convention, or training session. This is a recurring meeting? (If recurring this form only needs to be approved 1 time.) APPROVED this day of ,1996 JEFFERSON COUNTY BOARD OF COMMISSIONERS Chairman Member Member 22