1Adopting Financial Operating Rules of the Senate.

2RESOLVED, That Financial Operating Rules of the Senate be
3adopted for the governing of the 197th and 198th Regular
4Session.

5(2013-2014)

6FINANCIAL OPERATING RULES OF THE SENATE

7Rule 1.  Personnel.

8(a)  Central office.--The office of the Chief Clerk of the
9Senate shall serve as the central office of the Senate for all
10personnel and payroll matters.

11(b)  Employees of the Senate.--

12(1)  Personnel files.--Before any individual is placed on
13any payroll of the Senate, there must be in the office of the
14Chief Clerk a payroll file containing:

15(i)  Full name of employee.

16(ii)  Full address.

17(iii)  Date of employment/termination/or job
18transfer.

1(iv)  Actual functional job title or description to
2include general hours of work, general job
3responsibilities and job location.

4(v)  The name of the Senator or Officer responsible
5for monitoring the employee's performance.

6(vi)  Letter of appointment signed by the authorizing
7Senator or Officer including a delineation of the account
8from which the employee is to be paid.

9(vii)  The current compensation level with signature
10approval of the authorizing Senator or Officer. Overtime
11payments may be authorized only in emergency maintenance
12and security situations with the signature approvals of
13the Senator or Officer responsible for monitoring
14performance, the authorizing Senator or Officer and the
15President Pro Tempore.

16(viii)  All information necessary for tax withholding
17and benefit eligibility.

18(ix)  Employment Eligibility Verification Form.

19(2)  Maintenance.--It is the responsibility of the Chief
20Clerk to develop procedures necessary to maintain this
21payroll file information on a current basis. All payroll
22changes shall be reflected by the next appropriate payroll
23period providing said change is received in the office of the
24Chief Clerk prior to processing of the payroll.

25(3)  Reclassification of employees.--Any reclassification
26of employees under the Senate of Pennsylvania Pay Management
27Plan shall be submitted by the Senator or Officer authorizing
28such reclassification to the Senate Committee on Management
29Operations for approval or disapproval. The Senate Committee
30on Management Operations is authorized to establish a bi-

1partisan subcommittee to consider and approve or disapprove
2all such requests subject to an appeal by the Senator or
3Officer for consideration of the reclassification by the
4Senate Committee on Management Operations.

5(c)  Contract for services.--

6(1)  Files for service contracts.--For any person
7retained on a contractual basis by any Officer or Senator to
8provide services, there shall be in the office of the Chief
9Clerk a file containing:

10(i)  A copy of the contract signed by the authorizing
11Senator or Officer including:

12(A)  Full name, address and Federal tax
13identification number of the contractor.

14(B)  Duration of the contract.

15(C)  Cost of the contract and terms of payment.

16(D)  Clear, detailed description of the type of
17service to be performed or product to be delivered.

18(ii)  The name of the Senator or Officer responsible
19for monitoring the contractor's performance.

20(iii)  Additional information as required by policies
21of the Senate Committee on Management Operations.

22(2)  Limitation on contracts.--Except as authorized by
23policies of the Senate Committee on Management Operations, no
24contract may extend beyond the expiration of the term of
25office of the Senator.

26(3)  Contract review.--All contracts for services shall
27be submitted to the Chief Clerk for review and approval
28regarding conformity with applicable laws, rules and policies
29adopted by the Senate Committee on Management Operations.

30(4)  Payment.--Payments under contract shall be made in

1accordance with provisions of the contract provided that a
2voucher for such payment is received in the office of the
3Chief Clerk before the applicable processing deadline.
4Contractor performance shall be reviewed by the monitoring
5individual designated pursuant to paragraph (1)(ii), who
6under conditions of satisfactory performance and conformity
7to the contract shall approve the voucher prior to
8processing.

9(d)  Authorized accounts.--Salaries, wages and related
10benefits shall be paid from accounts so authorized by the
11General Appropriation Act. All accounts may pay expenses related
12to contracts for services.

13Rule 2.  Travel allowances and reimbursements.

14(a)  Travel by Senators.--Travel allowances or reimbursements
15may be paid to a Senator who is engaged in travel in the
16performance of legislative duties. Travel payments may be
17claimed in connection with the following:

18(1)  Mileage between home district and Harrisburg for
19attendance at a session of the Senate.

20(2)  Round trip travel between home district and
21Harrisburg for other legislative activities.

22(3)  All travel on intradistrict and interdistrict
23legislative business.

24(4)  All travel to attend committee meetings, hearings,
25conferences and seminars.

26(b)  Employee travel.--Travel reimbursement may be paid to
27employees engaged in travel from their work place to the place
28of legislative business provided that the travel is necessary
29for the performance of official business. Except as provided in
30subsection (c), Senators and employees are not authorized to

1lease vehicles on a long-term basis, and no payments will be
2made with respect to long-term lease vehicle expenses incurred
3by Senators or employees. When away from the Harrisburg area and
4from their workplace, employees may, subject to approval of the
5supervising Senator or officer, rent cars on a short-term basis
6for a period not in excess of that needed to carry out official
7business.

8(c)  Rental of vehicle or conveyance.--

9(1)  Short-term rental of vehicle or conveyance.--A
10Senator whose long-term leased vehicle is unavailable may be
11reimbursed the actual legislative percentage expenses for a
12short-term rental. A Senator or employee who rents a vehicle
13or conveyance on a short-term basis, other than a Senator's
14temporary replacement of a long-term leased vehicle, may be
15reimbursed only on an actual cost basis for the legislative
16percentage of rental payments and expenses of operation.

17(2)  Vehicle rental by Chief Clerk.--The Chief Clerk is
18authorized to lease such vehicles as deemed necessary by the
19Senate Committee on Management Operations for the operation
20of the Senate. The actual expenses of the lease and operation
21shall be paid by the Senate's Incidental Expense Account. The
22Chief Clerk is also authorized to enter into a master lease
23agreement with the Department of General Services for the
24long-term lease of automobiles to be used by Senators. Rules
25relating to the payment of expenses relating to vehicles
26leased through the Department of General Services to be used
27by Senators shall be promulgated by the Senate Committee on
28Management Operations.

29(d)  Allowable transportation expenses.--

30(1)  Common or chartered carrier.--A Senator or employee

1may be reimbursed for reasonable actual costs of carriage
2when traveling by common or chartered carrier, including
3expenses for parking, taxis, limousines and tolls. Claims for
4payment based on miles traveled cannot be paid.

5(2)  Personal vehicle or conveyance.--A Senator or
6employee who uses a personal vehicle may be reimbursed on
7such mileage basis as may be established by the Senate
8Committee on Management Operations. Reimbursement for use of
9other noncommercial vehicles or noncommercial aircraft shall
10be made on such basis as may be established by the Senate
11Committee on Management Operations.

12(3)  Out-of-State travel.--

13(i)  Nonmember Officers of the Senate and their
14employees may claim expenses for travel outside the
15Commonwealth, provided that such travel is approved in
16the manner described in Rule 11. All claims for Senators'
17and employees' travel outside the Commonwealth shall be
18filed with the Office of the Chief Clerk in the manner
19described in Rule 11.

20(ii)  Senators may claim ordinary and necessary
21expenses for travel outside the Commonwealth provided
22that the travel is necessary to attend a conference,
23seminar or meeting regularly or specially scheduled by an
24organization which conference, seminar or meeting has a
25legislative purpose. Senators shall submit a copy of a
26registration and agenda, in addition to any other
27documentation required by these rules.

28(iii)  Senators may also claim ordinary and necessary
29expenses for travel outside the Commonwealth when the
30travel has a legislative purpose, but is not for

1attending a conference, seminar or meeting, provided the
2purpose is approved by the Senate Committee on Management
3Operations, and provided further that approval is not
4required for legislative business in Washington, DC.

5(4)  No duplication.--If a Senator or employee is
6entitled to reimbursement from more than one source for
7legislative business performed on behalf of more than one
8committee or group, payment shall be received from only one
9source.

10(e)  Documentation.--

11(1)  Expense voucher.--All requests for travel payments
12must be made on an expense voucher showing:

13(i)  Dates of travel.

14(ii)  Legislative purpose of travel described in
15reasonable specificity. Claims for out-of-State travel
16shall also include such information as may be required
17under subsection (d)(3).

18(iii)  The number of miles traveled when claiming
19reimbursement on a mileage basis. Such mileage claims
20also should reflect an itinerary including point of
21origin, furthest destination, and intermediate points and
22the legislative purpose of the trips.

23(2)  Receipts.--Receipts must be submitted to support the
24cost associated with claims for:

25(i)  Travel by common or chartered carrier.

26(ii)  Leased vehicle or conveyance operation.
27Receipts for gasoline and maintenance shall include the
28license number of the vehicle and the location of the
29purchase. In addition, a copy of such lease must be on
30file with the Office of the Chief Clerk.

1(iii)  Parking, limousine, toll charges and other
2miscellaneous incidental items when any of these items
3exceed $10.

4(f)  Authorized accounts.--Travel payments can be made from
5any of the following accounts. Long-term vehicle or conveyance
6rental payments may be made from all accounts except paragraph
7(5). Authorized accounts are:

8(1)  Appropriations Committee Accounts.

9(2)  Senators' Legislative Accountable Expense Accounts.

10(3)  Incidental Expense Account.

11(4)  Caucus Operations Accounts.

12(5)  Committee and Contingent Expenses Accounts.

13(6)  Computer Services Accounts.

14Rule 3.  Meals and lodging.

15(a)  General.--A Senator may receive payments attributable to
16ordinary and necessary expenses for meals, lodging and
17incidental items provided that the Senator is engaged in the
18performance of legislative duties. Depending on the nature and
19location of the activity, as explained below, payments may be
20made in one of the following forms: per diem allowance or
21reimbursement for actual costs incurred.

22(b)  Per diem allowance.--

23(1)  A per diem allowance is an allowance for meals and
24lodging expenses incurred in the course of a Senator's
25duties. It is paid in lieu of reimbursement for actual
26expenses. A Senator is entitled to receive a full or partial
27per diem allowance for each day the Senator is in the
28performance of legislative duties while in the Harrisburg
29area (defined as within Dauphin County or otherwise within a
3010-mile radius of the Capitol) or elsewhere in the

1Commonwealth but away from home. Specific legislative duties
2include attendance at sessions of the Senate, attendance at
3official committee meetings and participation in all other
4activities necessary or appropriate to the carrying out of
5the responsibilities of the Senator. Payment of a per diem
6allowance is authorized only when the legislative duties
7performed by the Senator occur more than 50 miles from the
8Senator's residence.

9(2)  Types of per diem allowance.--

10(i)  A full per diem allowance not to exceed such
11amount as may be established by the Senate Committee on
12Management Operations may be claimed as an allowance for
13meals and lodging and is in lieu of reimbursement for
14actual expenses.

15(ii)  When the per diem entitlement derives from the
16performance in the Harrisburg area of the specified
17legislative duties set forth in paragraph (1), a Senator
18may receive a partial per diem allowance in accordance
19with policy established by the Senate Committee on
20Management Operations for meals and incidentals.

21(c)  Actual costs.--A Senator may claim actual costs for
22lodging, meals and other incidental items incurred in the
23performance of legislative duties in lieu of a per diem
24allowance. Expense claims for costs of lodging, meals and other
25incidental expenses incurred in the performance of legislative
26duties outside of the Commonwealth may be reimbursed on an
27actual expense basis or through a per diem allowance.

28(d)  Employees' travel.--If an employee is engaged in travel
29away from the normally assigned place of work necessary for the
30performance of official business, the employee may be reimbursed

1for ordinary and necessary actual expenses for lodging, meals
2and other incidental items. For rules regarding out-of-State
3travel, see Rule 11.

4(e)  Payment From one source.--If a Senator is entitled to a
5meal and lodging claim from more than one source for legislative
6business performed on behalf of more than one committee or
7group, payments shall be received from only one source.

8(f)  Review.--All authorized and approved meals and lodging
9claims shall be reviewed for inadvertent duplication by the
10Office of the Chief Clerk prior to processing and payment.

11(g)  Record keeping.--Where a per diem allowance or
12reimbursement is paid by a legislative service agency cofunded
13between both Houses of the General Assembly, a copy of the
14approved claim shall be furnished to the Office of the Chief
15Clerk.

16(h)  Documentation.--

17(1)  Per diem allowance.--For payment of a per diem
18allowance, a Senator must submit a voucher showing the date,
19the legislative activity in which the Senator was engaged on
20that date, the location of the activity and an affirmative
21statement that the Senator incurred overnight lodging
22expense.

23(2)  Actual expenses of a Senator or an employee.--For
24payment of actual expenses, a Senator or employee must submit
25a voucher showing the date, amount, place and the legislative
26activity in which the Senator or employee was engaged and
27must submit a vendor or credit card receipt or invoice for
28each item exceeding $10. Tips for meals may not exceed 20% of
29the value of the meal.

30(i)  Authorized accounts.--

1(1)  Payments shall be made from the Incidental Expense
2Account for authorized Per Diem Allowances only for sessions
3of the Senate during which a Senator is recorded as present
4on any roll call vote.

5(2)  Payment may be made from the following accounts for
6other authorized per diem, meal and lodging claims:

7(i)  Appropriations Committee Accounts.

8(ii)  Senators' Legislative Accountable Expense
9Accounts.

10(iii)  Incidental Expense Account.

11(iv)  Caucus Operations Accounts.

12(v)  Committee and Contingent Expenses Accounts.

13(vi)  Computer Services Accounts for actual expenses
14only.

15Rule 4.  Equipment and furnishing control and inventory.

16(a)  Purchases, improvements and renovations.--The Office of
17the Chief Clerk shall act as the sole agent for improvements or
18renovations to Senate facilities at the Capitol Complex and for
19the purchase, rental, control and inventory of durable
20equipment, furniture and furnishings with a useful life of one
21year or more and a cost greater than the limit established by
22the Senate Committee on Management Operations for utilization in
23both the Capitol and District Offices. Nonrecoverable items
24including, but not limited to, carpeting, draperies and air
25conditioners for use in and improvements or renovations to
26district office facilities shall be purchased pursuant to
27standards developed by the Senate Committee on Management
28Operations. The Chief Clerk shall serve as the sole agent for
29the purchase of United States and Pennsylvania flags.

30(b)  Approval of purchase or rental.--All requests for the

1purchase or rental of such equipment, furniture and furnishings
2must be reviewed and approved by the Chief Clerk.

3(c)  Senate/officer inventory.--All approved requests shall
4be processed by the Office of the Chief Clerk, which shall
5maintain a full and current inventory of all durable equipment,
6furniture and furnishings secured on behalf of a Senator,
7Officer or employee of the Senate.

8(d)  Pricing and service.--The Chief Clerk shall take all
9necessary and reasonable steps to ensure that the purchase or
10rental of durable equipment, furniture and furnishings with a
11useful life of one year or more and a cost greater than the
12limit established by the Senate Committee on Management
13Operations shall be transacted at the lowest available price for
14the quality, compatibility, availability and service of the
15items being purchased or leased.

16(e)  Dissemination of literature.--The Secretary of the
17Senate shall provide for the publication and dissemination of
18educational or informational literature pertaining to the Senate
19of Pennsylvania, the Commonwealth of Pennsylvania or the
20Government of the United States.

21(f)  Documentation required.--Required documentation shall
22include:

23(1)  Request for purchase or rental showing:

24(i)  Date of request.

25(ii)  Item requested.

26(iii)  By whom request made.

27(iv)  Purpose.

28(v)  Signature approvals.

29(vi)  Record of subsection (d) actions taken.

30(2)  Vendor's invoice or receipt detailing:

1(i)  Date of purchase or rental.

2(ii)  Vendor's identity.

3(iii)  Description of item purchased or rented.

4(iv)  Length of rental contract when applicable.

5(v)  Cost and payment terms of the purchase or
6rental.

7(g)  Authorized accounts.--Authorized accounts shall include:

8(1)  Legislative and Printing Expense Account as provided
9in General Appropriations Act.

10(2)  Computer Services Accounts for the acquisition of
11equipment and fixtures necessary for the implementation and
12administration of the respective caucus information
13technology systems.

14(3)  Senators' Legislative Accountable Expense Accounts
15for the purchase of flags and for the rental of durable
16equipment, furniture and furnishings.

17Rule 5.  District office expenses.

18(a)  Authorized expenses.--Expenses authorized shall include:

19(1)  Aggregate office rental in accordance with policies
20as may be established by the Senate Committee on Management
21Operations. No Senator nor a member of the Senator's
22immediate family may have a financial interest in a district
23office. For purposes of this paragraph, a financial interest
24shall not include ownership in a publicly traded investment
25vehicle, including a corporation, mutual fund, REIT or
26limited liability partnership in which the Senator or a
27member of the Senator's immediate family is not a managing
28partner. Prior to entering into a district office lease
29agreement, the Chief Clerk shall obtain and maintain a
30written verification from the Senator that neither the

1Senator nor a member of the Senator's immediate family has a
2financial interest in the property. This Rule shall not
3prohibit a district office from being located in a building
4in which a Senator or a member of the Senator's immediate
5family has a financial interest if rent, utilities or any
6expenses that may inure to the benefit of the property or
7landlord are not paid for by the Senate.

8(2)  Insurance.

9(3)  Printing services.

10(4)  Telephone and answering services.

11(5)  Postage and mailing services.

12(6)  Publications and subscriptions.

13(7)  Nondurable supplies.

14(8)  Senator, employee and visitor parking.

15(9)  Janitorial maintenance and cleaning services.

16(10)  Utility services.

17(11)  Other items authorized for expenses as defined in
18the General Appropriations Act and policies of the Senate
19Committee on Management Operations.

20(b)  Documentation required.--A copy of the district office
21lease indicating the amount and payment terms shall be
22maintained in the Office of the Chief Clerk. Vouchers shall
23appropriately document expenses and legislative purpose for each
24expenditure. Receipts or invoices shall be included for all
25expenditures in excess of $25 per occurrence.

26(c)  Authorized accounts.--Accounts authorized include:

27(1)  Senators' Legislative Accountable Expense Accounts.

28(2)  Chief Clerk Employees' Salary and Expense Account.

29(3)  Legislative and Printing Expense Account.

30(4)  Computer Service Accounts.

1Rule 6.  Capitol office expenses.

2(a)  Types of expenses authorized.--Expenses authorized shall
3include:

4(1)  Utility services.

5(2)  Insurance.

6(3)  Printing services.

7(4)  Telephone and answering services.

8(5)  Postage and mailing services.

9(6)  Publications and subscriptions.

10(7)  Nondurable supplies.

11(8)  Employee parking.

12(9)  Janitorial maintenance and cleaning services.

13(10)  Other items authorized for expenses as defined in
14the General Appropriations Act and policies of the Senate
15Committee on Management Operations.

16(b)  Documentation required.--Documentation required shall
17include vouchers appropriately documenting expenses and
18legislative purpose for each expenditure. Receipts or invoices
19shall be included for all expenditures in excess of $25 per
20occurrence.

21(c)  Authorized accounts.--Accounts authorized include:

22(1)  Legislative Printing and Expense Account.

23(2)  Postage Account of Chief Clerk (for postage only).

24(3)  Senators' Legislative Accountable Expense Accounts.

25(4)  Appropriations Committee Accounts, exclusive of
26office rental.

27(5)  Caucus Operations Accounts, exclusive of office
28rental.

29(6)  Committee and Contingent Expenses Accounts,
30exclusive of office rental.

1(7)  Incidental Expense Account.

2(8)  Computer Service Accounts.

3Rule 7.  Official expenses.

4(a)  General.--While engaged in the performance of
5legislative duties, a Senator, Officer or employee expressly
6authorized by a Senator may claim actual expenses as set forth
7below.

8(b)  Participation in conferences and seminars.--Expenses,
9such as registration fees, incurred in participating in
10legislative conferences and seminars may be claimed. Related
11travel expenses incurred are discussed in Rule 2. Related meals
12and lodging expenses incurred are discussed in Rule 3.

13(c)  Conducting meetings.--Expenses attributable to
14conducting legislative meetings or performing official duties
15may be claimed. Such expenses may include:

16(1)  Food and refreshment which are ordinary to the
17performance of a Senator's legislative duties, and for which
18there is a legislative purpose. In general, these expenses
19will be incurred during, immediately preceding or immediately
20following a substantial and bona fide legislative business
21discussion.

22(2)  Meeting room rental.

23(3)  Incidental items.

24(d)  Documentation.--

25(1)  Participation in conferences and seminars.--Vouchers
26shall show the amount, date, place and legislative purpose.
27An agenda, and a registration form or other receipts, must be
28attached.

29(2)  Meeting expenses.--Vouchers of meeting expenses
30shall include documentation regarding the amount, date, place

1and legislative purpose. If a meeting expense is claimed by a
2Senator or employee, the portion of the voucher amount
3attributable to that Senator or employee shall be indicated.
4A receipt or invoice shall be attached to the voucher.

5(3)  Official duty expenses.--Vouchers shall show or
6reference to records which show the amount, date, place,
7legislative purpose and if claimed by a Senator or employee,
8the portion of the amount attributable to the expense.
9Restaurant, hotel or credit card receipt or invoices must be
10attached.

11(4)  Claims by Senate employees.--Vouchers involving any
12official expenses claimed by Senate employees shall reflect
13formal authorization by the supervising Senator or officer.

14(e)  Authorized accounts.--Payments shall be made from the
15following accounts:

16(1)  Appropriations Committee Accounts.

17(2)  Incidental Expense Account.

18(3)  Caucus Operations Accounts.

19(4)  Committee and Contingent Expenses Accounts.

20(5)  Senators' Legislative Accountable Expenses Accounts.

21(6)  Computer Service Accounts.

22Rule 8.  Special expenses.

23(a)  Authorized expenses.--Expenses authorized include:

24(1)  Flowers, baskets of fruit or other appropriate items
25or memorial contributions to designated charities not to
26exceed the amount established by the Senate Committee on
27Management Operations. Recipients are limited to instances of
28death or illness for Senators, Officers, employees or their
29immediate families, or former Senators or their immediate
30families, or deceased retired Senate employees, or

1dignitaries including both incumbent or former elected or
2appointed officials or their immediate families.

3(2)  Rental of common carrier and other expenditures
4inherent thereto for attendance at funerals of a Senator or
5members of a Senator's immediate family, former Senators,
6dignitaries, or Officers.

7(b)  Documentation required.--Documentation required shall
8include a receipt or vendor invoice showing: recipient,
9instance, description of items delivered, date delivered and
10cost.

11(c)  Authorized accounts.--Payment shall be made only from
12Contingent Expense Accounts or the Incidental Expense Account.

13Rule 9.  Miscellaneous expenses of standing and special
14committees.

15(a)  Committee proceedings.--Rental of meeting rooms and
16hearing facilities and payments to qualified court reporters or
17stenographers to record the proceedings authorized by the
18chairman of a standing or special committee of the Senate,
19including the cost of transcripts. Witnesses served with a
20subpoena to testify before such proceedings shall be paid
21witness fees and travel expenses as provided by Section 5903 of
22the Judicial Code.

23(b)  Printing and mailing.--Committee printing and mailing
24costs for mailings relating to legislative business.

25(c)  Publications and subscriptions.--Publications and
26subscriptions.

27(d)  Documentation required.--Vouchers or vendors receipts or
28invoices stating vendor's name, services or amount of postage,
29date, place, and total amount due or paid. Postage purchases
30shall require a receipt stamped by the Postmaster.

1(e)  Authorized accounts.--Accounts authorized include:

2(1)  Appropriations Committee Accounts.

3(2)  Caucus Operations Accounts.

4(3)  Committee and Contingent Expenses Accounts.

5Rule 10.  Senate Committee on Management Operations.

6(a)  Duties.--In addition to duties imposed by law or
7otherwise by these rules, the duties of the Senate Committee on
8Management Operations shall be:

9(1)  To arbitrate a decision of the Secretary or Chief
10Clerk of the Senate relating to these Rules, in the event
11that a Senator, Officer or employee shall disagree with a
12decision of the Secretary or Chief Clerk of the Senate.

13(2)  To make a final decision in case of a dispute on a
14question of legislative intent or legislative purpose
15regarding an expenditure.

16(3)  To make a continuing review of these Rules as to
17expenditures and the reporting of expenditures, and, from
18time to time, to make such recommendations as are
19appropriate.

20(4)  To adopt clarifications to these Rules through
21interim policy determinations.

22(b)  Records.--A record of the committee's decisions shall be
23maintained. The Chief Clerk shall be responsible for maintaining
24such records.

25Rule 11.  Out-of-State travel.

26(a)  Request for approval.--No nonmember Officer of the
27Senate or any employee of any nonmember Officer shall be
28reimbursed nor shall any of his or her expenses be paid for any
29travel outside the Commonwealth unless such travel has been
30approved by the Executive Committee or a majority of the

1membership of the Senate Committee on Management Operations. All
2requests for such approval shall be made to the Chief Clerk, and
3shall include information relating to the destination, the
4estimated cost of such travel, the number of days involved, and
5the relationship that the travel has to the duties of the
6Officer or employee making the request. In the case of an
7employee, the request shall also be approved by the Officer.

8(b)  Time limit for filing.--A copy of any request for
9reimbursement or for the payment of any expenses relating to
10out-of-State travel by a Senator or employee assigned to a
11Senator shall be filed with the Office of the Chief Clerk within
1230 days of such travel. Copies of these requests shall be made
13available for public inspection in the Office of the Chief Clerk
14in accordance with the act of February 14, 2008 (P.L.6, No.3),
15known as the Right-to-Know Law.

16Rule 12.  List of employees and document access.

17(a)  Publication and distribution.--

18(1)  The Chief Clerk shall have published quarterly and
19shall mail to each Senator's residence a listing of all
20employees of the Senate or any of its Officers, Committee
21Chairmen, and Senators and all persons holding service
22purchase contracts with the Senate or any of its Officers,
23Committee Chairmen and Senators. The list for employees shall
24contain the full name of the employee, the job title of the
25employee, the compensation of the employee, and the name of
26the Senator or Officer for such employee. For persons holding
27contracts for services with the Senate, the list shall
28contain the name of the contractor, the address of the
29contractor, a statement of the nature of the duties of the
30contractor, and the fee of the contractor as well as the name

1of the Senator or Officer responsible for monitoring the
2performance of the contractor.

3(2)  The list shall be submitted by February 1, for the
4quarter ending December 31; by May 1, for the quarter ending
5March 31; by August 1, for the quarter ending June 30; and by
6November 1, for the quarter ending September 30. The list
7shall also be updated on a monthly basis including additions
8and deletions and shall be available for public inspection in
9the Office of the Chief Clerk in accordance with the act of
10February 14, 2008 (P.L.6, No.3), known as the Right-to-Know
11Law.

12(b)  Public inspection of vouchers and requisitions.--All
13vouchers and requisitions relating to all expenditures,
14expenses, disbursements and other obligations out of all
15appropriated funds of the Senate shall be available for public
16inspection in accordance with the act of February 14, 2008 (P.L.

176, No.3), known as the Right-to-Know Law. Payroll and
18independent contractor records of the Senate shall also be made
19available for public inspection in accordance with the Right-to-
20Know Law.

21(c)  Photocopies of records.--Photocopies of financial
22records maintained in the Office of the Chief Clerk shall be
23made available in accordance with the act of February 14, 2008
24(P.L.6, No.3), known as the Right-to-Know Law.

25Rule 13.  Personnel policies.

26(a)  Preparation of rules and regulations.--The Senate
27Committee on Management Operations created pursuant to Section
281.1 of Act No. 417 of 1967 is authorized to prepare and adopt
29rules and regulations for uniform personnel policies and
30procedures, job specification and pay plans including periodic

1increments for Senate Officers and employees.

2(b)  Approval of rules and regulations.--Each such rule or
3regulation or any amendment thereto shall be prepared in
4resolution form and shall be placed on the Senate calendar for
5final approval or disapproval. The committee may when approved
6by at least five Members of the committee including both Floor
7Leaders implement such rules and regulations pending final
8Senate consideration of them. Such resolution shall have the
9force and effect of law in accordance with its terms when it has
10been approved by the full Senate.

11Rule 14.  Accounting and Operations Manual.

12(a)  Preparation and approval.--The Chief Clerk shall prepare
13an Accounting and Operations Manual with separate sections
14applicable to Senators and their employees and fund custodians.
15This Manual shall be submitted to the Senate Committee on
16Management Operations for its approval.

17(b)  Distribution.--Upon approval applicable sections of the
18Accounting and Operations Manual shall be distributed to all
19Senators and Officers. A complete manual shall be forwarded to
20the Legislative Audit Advisory Commission.

21(c)  Maintenance and updating.--The Chief Clerk shall be
22responsible for maintaining and updating this manual as a result
23of revisions or amendments promulgated by the Senate Committee
24on Management Operations.

25Rule 15.  Effect and duration.

26(a)  Current policies.--Policies of the Senate Committee on
27Management Operations in effect on the date of the adoption of
28these rules are hereby ratified and approved by the Senate.

29(b)  Applicability.--These rules provide guidance to
30Senators, Senate officers and Senate employees in performing

1their duties in the Senate. The changes contained in these rules
2are to be applied prospectively and are not intended to reflect
3on the propriety of past rules or practices of the Senate or its
4Senators, officers or employees.

5(c)  Rules.--These rules shall be in full force and effect
6until altered, changed, amended or repealed as provided in Rule
716.

8Rule 16.  Changes to rules.

9The consent of a majority of the Senators elected shall be
10necessary to alter, change or amend these rules.

11Rule 17.  Procedure for changing rules.

12All alterations, changes or amendments to these rules shall
13be by resolution which shall not be considered until first
14referred to and reported from the Committee on Rules and
15Executive Nominations.

16APPENDIX

17TRANSITIONAL PROVISIONS

18OLD RULE	NEW RULE
19I	Rule 1
201.	(a)
212.	(b)
22(a)	(1)
23(1)	(i)
24(2)	(ii)
25(3)	(iii)
26(4)	(iv)
27(5)	(v)
28(6)	(vi)
29(7)	(vii)
30(8)	(viii)
31(9)	(ix)
32(b)	(2)
33(c)	(3)
343.	(c)
35(a)	(1)
36(1)	(i)
37(i)	(A)
38(ii)	(B)
39(iii)	(C)
40(iv)	(D)
20130SR0002PN0002 -23-
1(2)	(ii)
2(3)	(iii)
3(b)	(2)
4(c)	(3)
5(d)	(4)
64.	(d)
7II	Rule 2
81.	(a)
9(1)	(1)
10(2)	(2)
11(3)	(3)
12(4)	(4)
132.	(b)
143.	(c)
15(a)	(1)
16(b)	(2)
174.	(d)
18(a)
19(1)	(1)
20(2)	(2)
21(3)
22(4)	(3)
23(i)	(i)
24(ii)	(ii)
25(iii)	(iii)
26(b)	(4)
27(1)
28(2)	REMAINS
295.	(e)
30(a)	(1)
31(1)	(i)
32(2)	(ii)
33(3)	(iii)
34(b)	(2)
35(1)	(i)
36(2)	(ii)
37(3)	(iii)
386.	(f)
39(1)	(1)
40(2)	(2)
41(3)
42(4)	(3)
43(5)	(4)
44(6)	(5)
45(7)	(6)
46III	Rule 3
471.	(a)
482.	(b)
49(a)	(1)
50(b)	(2)
51(1)	(i)
20130SR0002PN0002 -24-
1(2)	(ii)
23.	(c)
34.	(d)
45.	(e)
56.	(f)
67.	(g)
78.	(h)
8(a)	(1)
9(b)	(2)
109.	(i)
11(a)	(1)
12(b)	(2)
13(1)	(i)
14(2)	(ii)
15(3)	(iii)
16(4)	(iv)
17(5)	(v)
18(6)	(vi)
19IV	Rule 4
201.	(a)
212.	(b)
223.	(c)
234.	(d)
245.	(e)
256.	(f)
26(a)	(1)
27(1)	(i)
28(2)	(ii)
29(3)	(iii)
30(4)	(iv)
31(5)	(v)
32(6)	(vi)
33(b)	(2)
34(1)	(i)
35(2)	(ii)
36(3)	(iii)
37(4)	(iv)
38(5)	(v)
397.	(g)
40(a)	(1)
41(b)	(2)
42(c)
43(d)	(3)
44V	Rule 5
451.	(a)
46(a)	(1)
47(b)	(2)
48(c)	(3)
49(d)	(4)
50(e)	(5)
51(f)	(6)
20130SR0002PN0002 -25-
1(g)	(7)
2(h)	(8)
3(i)	(9)
4(j)	(10)
5(k)	(11)
62.	(b)
73.	(c)
8(1)	(1)
9(2)	(2)
10(3)	(3)
11(4)	(4)
12VI	Rule 6
131.	(a)
14(1)	(1)
15(2)	(2)
16(3)	(3)
17(4)	(4)
18(5)	(5)
19(6)	(6)
20(7)	(7)
21(8)	(8)
22(9)	(9)
23(10)	(10)
242.	(b)
253.	(c)
26(1)	(1)
27(2)	(2)
28(3)	(3)
29(4)	(4)
30(5)	(5)
31(6)	(6)
32(7)	(7)
33	(8)
34VII	Rule 7
351.	(a)
362.	(b)
373.	(c)
38(a)	(1)
39(b)	(2)
40(c)	(3)
414.	(d)
42(a)	(1)
43(b)	(2)
44(c)	(3)
45(d)	(4)
465.	(e)
47(1)	(1)
48(2)	(2)
49(3)	(3)
50(4)	(4)
51(5)	(5)
20130SR0002PN0002 -26-
1	(6)
2VIII	Rule 8
31.	(a)
4(a)	(1)
5(b)	(2)
62.	(b)
73.	(c)
8IX	Rule 9
91.	(a)
102.	(b)
113.	(c)
124.	(d)
135.	(e)
14(1)	(1)
15(2)	(2)
16(3)	(3)
17X	Rule 10
181.	(a)
19(1)	(1)
20(2)	(2)
21(3)	(3)
22(4)	(4)
232.	(b)
24XI	Rule 11
251.	(a)
262.	(b)
27XII	Rule 12
281.	(a)
29(a)	(1)
30(b)	(2)
312.	(b)
323.	(c)
33XIII	Rule 13
341.	(a)
352.	(b)
36XIV	Rule 14
371.	(a)
382.	(b)
393.	(c)
40XV	Rule 15
411.	(a)
422.	(b)
433.	(c)
44XVI	Rule 16
45XVII	Rule 17