0762 CRITERIA FOR BLANKET APPROVAL OF OUT-OF-STATE TRAVEL
(Revised 9/07)
Blanket approval for out-of-state travel gives the department the authority to approve any travel listed in their travel plan. Each trip listed in the travel plan must meet one of the following criteria.
- Usual State Operations. This includes auditing records; making investigations; or transporting prisoners, wards or patients. Travel must directly carry out the department's programs and be consistent with approved workload or budget information.
- Representation. This is officially acting for the State at meetings or hearings. The meeting or hearing must be expected to affect the State's interest. If the representative is not a department director or comparable official, the person sent must be specifically authorized by the director to represent the State/department.
- Survey. A survey is an on-the-spot review and evaluation of an operation/function to improve/initiate a similar operation/function in the State. The following criteria apply:
- The required information must not be available within the State.
- The information must be needed, must be practical, and must be of sufficient importance to justify the cost. A less costly method of obtaining the information must not be available.
- The information must be related to the evaluator's responsibilities. The evaluator must be qualified to evaluate and apply the information.
- The absence of the evaluator must not unduly interfere with services to the public or operation of the department's program.
- Training. Training is upgrading specific employee skills to meet job requirements. The need must be urgent and not reasonably available within the State. Travel in this category must be included in the department's training program. More than one individual may attend the same training activity when it is in the best interest of the State.
- Recruiting. Travel required for the purpose of filling vital positions requiring skills that are not available in the California job market.
- Conferences and Meetings. Attendance at conferences and meetings with topics directly concerning normal departmental activities. This category excludes all gatherings when the purpose can be defined as usual state operations; for example, representation, survey, training, recruiting, or other gatherings when the purpose is to discuss a single issue.
Attendance is largely discretionary but must clearly be of benefit to the State. The justification must be complete and show the benefits to the State in terms of the relationship to the department's program and costs. The travel plan must indicate the individual's role; i.e., speaker, panel member, or a participant.