Travel & Hospitality Policy (2026-05)

Sunbury-York South, New Brunswick

This is an automated transcription (OCR) of the captured official document — minor recognition errors are possible; the source document governs. Snapshot e6da29f14c50 · verified 2026-06-07 · original document · archived snapshot · unofficial consolidation, the official version is held by the municipal clerk.

<!-- image --> ## TRAVEL &amp; HOSPITALITY POLICY ## POLICY NO. 2026-05 SUNBURY-YORK SOUTH RURAL COMMUNITY (SYSRC) nis policy complements the Purchasing Policy and the Credit Card Policy of the Rural Community c unbury-York South. It establishes clear, consistent, and accountable rules governing business travel an hospitality expenditures made on behalf of the Municipality. ## 1. Purpose - 1.1. The purpose of this policy is to: - 1.1.2. Promote transparency, accountability, and stewardship of public funds; - 1.1.1. Ensure that travel and hospitality expenses are necessary, reasonable, and cost-effective; - 1.1.3. Clarify roles, responsibilities, and approval requirements; - 1.1.4. Support municipal business needs while minimizing risk and financial - 1.1.5. Align with applicable legislation, trade agreements, and municipal policies. ## 2. Scope and Application - All municipal employees; - 2.1. This policy applies to: - 2.1.2. Members of Council: - 2.1.3. Consultants, volunteers, or representatives authorized to incur travel or hospitality expenses on behalf of the Municipality. - 2.2. It applies to all travel and hospitality expenses incurred for municipal business, whether paid by personal funds (and reimbursed), municipal credit card, or other approved payment methods. ## 3. Guiding Principles - 3.1. Travel and hospitality expenditures must be: - 3.1.1. Necessary to achieve municipal objectives; - 3.1.3. Compliant with the Purchasing Policy, Credit Card Policy, and New Brunswick Public Procurement Act; - 3.1.2. Prudent and economical, reflecting what a reasonable person would spend in similar circumstances; - 3.1.4. Properly authorized, documented, and auditable; - 3.1.5. Free from personal benefit or appearance of favoritism. ## 4. Definitions - 4.1. Business Travel: Travel undertaken to conduct approved municipal business away from the employee's normal place of work. - 4.2. Hospitality: The provision of food, beverages, accommodation, or related amenities to support municipal business, official functions, or community - 4.3. Claimant: Any individual seeking reimbursement or approval for travel or hospitality expenses. ## 5. Authorization and Approval ## 5.1. General Authorization - 5.1.1. All travel and hospitality must be approved in advance, except in emergencies. - 5.1.2. Authorization levels follow the Purchasing Policy and Annex A, based on estimated cost and budget status. ## 5.2. Approval Authority - 5.2.2 Senior Administrator: Approved by the Mayor or Council (as appropriate). - 5.2.1. Employees: Approved by the Senior Administrator or delegate. - 5.2.3. Council Members: Approved by Council resolution or established Council practices. ## 6. Eligible Travel Expenses - 6.1. Reimbursable expenses, when pre-approved and supported by original receipts, may include: - 6.1.1. Transportation (economy airfare, rail, bus, taxi, rideshare); - 6.1.3. Vehicle rental (economy or mid-size class only); - 6.1.2. Use of personal vehicle (reimbursed at the provincially or municipally approved mileage rate); - 6.1.4. Accommodation (standard room at reasonable commercial rates); - 6.1.5. Meals while in authorized travel status: - 6.1.6. Parking and tolls; - 6.1.7. Conference or training registration fees (when approved separately or included in travel approval). ## 7. Non-Eligible Travel Expenses - 7.1. The following are not reimbursable: - Personal or recreational travel costs; - Luxury accommodation or upgrades; - Alcohol (unless specifically permitted under an approved hospitality event); - 7.1.4. Fines, penalties, traffic violations; - 7.1.6. Expenses that may be covered by a third party (ie: Meals paid for by a conference or association) - 7.1.5. Expenses incurred due to negligence or personal choice. ## 8. Meals and Per Diems - 8.1. Meals must be reasonable and moderate. - 8.2. Where daily or per-meal limits are established by administration, reimbursement shall not exceed those limits. - 8.3. When meals are included in conference or event fees, no additional meal claim is permitted ## 9. Hospitality Expenses - 9.1. Hospitality may be provided when it: - 9.1.1. Directly supports municipal business objectives; - 9.1.2. Advances community relations, economic development, or official municipal functions; - 9.1.3. Is appropriate in scale, cost, and frequency. - 9.1.4. Is approved by council in advance - 9.2. Examples of hospitality include: - 9.2.1. Meetings with external partners or stakeholders; - 9.2.2. Official receptions or municipal events; - 9.2.3. Hosting delegations or visiting officials. - 9.3. Restrictions - 9.3.1. Hospitality must never serve as personal benefit to employees or officials. - 9.3.2. Alcohol is permissible only when explicitly approved in advance and must be reasonable and limited. - 9.3.3. Hospitality expenses must not be used to influence procurement decisions. ## 10. Payment Methods - 10.1. Whenever practical, expenses should be paid using an approved municipal credit card, in compliance with the Credit Card Policy. - 10.2. Personal funds may be used only when card use is not available or appropriate; reimbursement requires original detailed receipts. - 10.3. All expenses must comply with procurement thresholds and must not be split to avoid approval or tendering requirements. ## 11. Documentation and Reimbursement - 11.1. Original, itemized receipts are mandatory. - 11.2. Claims must include a clear business purpose and list of attendees (for hospitality. - 11.3. Expense claims must be submitted monthly to Finance. - 11.4. Incomplete or non-compliant claims may be rejected. ## 12. Exceptions and Emergencies - 12.1. Emergency travel or hospitality expenses may be incurred where immediate action is required. - 12.2. Such expenses must be reported and justified as soon as possible and approved retroactively by the appropriate authority, consistent with the Purchasing Policy. ## 13. Compliance and Audit - 13.1. All travel and hospitality expenses are subject to review, monitoring, and audit. - 13.2. Non-compliance may result in reimbursement obligations, disciplinary action, or other corrective measures. ## 14. Interpretation and Amendments - 14.2. This policy may be amended by resolution of Council. - 14.1. The Rural Community of Sunbury-York South reserves the right to interpret and apply this policy in alignment with its objectives. Effective date: Approved by: 27/4/0006 <!-- image --> GNB - example of thresholds for reimbursement. It is understood that this policy is to use the latest version of the tables below. ## Kilometric allowance When an Employee is requested to use his/her private vehicle, the following rates apply. The same rates apply when the Employee requests permission to use a personal vehicle and the Employer provided prior approval. Klometric level/fiscal year | (Individual records of accumulated kilometers revert to zero on April 1st of each year) | Effective April 1.2025 | |-------------------------------------------------------------------------------------------|--------------------------| | For each of the first 8,000 kilometers per year | $.58 | | For each of the next 8,000 kilometers per year | $.53 | | For each kilometer in excess of 16,000 kilometers per year | $.46 | ## Meals allowance Effective April 1, 2025, meal allowances for those traveling on government business are as follows: | Meal Period | In-province | Out-of-province | |-----------------------------------------------|---------------|-------------------| | Breakfast (between 12:00 a.m. and 12:00 noon) | $12,18 | $16.01 | | Lunch (between 12:00 noon and 6:00 p.m.) | $17.05 | $19.19 | | Dinner (between 6 p.m. and 12:00 a.m.) | $31.59 | $38.45 | | TOTAL DAILY ALLOWANCE | $60.82 | $73.65 | <!-- image --> ## EMPLOYEE EXPENSE REIMBURSEMENT FORM Click in the check box to claim each meal <!-- image -->