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ORGANIZATIONAL PROFILE

ORGANIZATIONAL GOVERNANCE

2016-2020 FINANCIAL PLAN

The purpose of the City of Surrey’s Policy Manual is to describe the policies as adopted

by Council. It guides each General Manager in the operation of their department and

enables staff to make decisions within a common, Council-approved framework. The

Policy Manual guides Council members, to make their decisions within existing policy

and assists them when advising the general public on matters brought to their attention.

The Community Charter and the Local Government Act in conjunction with Generally

Accepted Accounting Principles (GAAP), form the basis of the City’s Financial Plan and

Financial Policies. These laws and standards drive financial planning calendar dates,

specify financial planning controls, allow ways to amend the Financial Plan after

adoption, and prescribe appropriate methods for financial planning, accounting, and

reporting.

In addition to Corporate Polices as adopted by Council, there are many Corporate

Procedures and Practices that provide guidance and direction to staff, typically these

documents contain more detailed information compared to Corporate Polices and also

are designed to be more fluid in nature, being updated based on organizational needs

and workplace changes. The following are some key Policies and Procedures/Practices

utilized by the City:

POLICIES

DEVELOPMENT COST CHARGE AND

CREDIT POLICY

This policy specifies refund and credit

opportunities available to applicants who

have paid all or part of their Development

Cost Charges (DCC), but have chosen to

cancel their building permit.

Opportunities are determined by the

amount of DCC paid as well as the length

of time the permit has been open.

EXPENSE POLICY

This policy provides guidelines for

employees and other authorized

individuals with respect to travel and

expense reimbursements. It defines

approval authorities, per diem

allowances, ineligible costs, and claim

processing requirements.

INVESTMENT POLICY

This policy stipulates that the City of

Surrey will invest funds in a manner that

provides an optimal blend of investment

return and security while meeting daily

cash flow demands and complying with

the statutory requirements of the

Community Charter. The policy states

that City funds are to be invested

prudently and that the City’s investment

practices support the three fundamental

objectives of safety, liquidity, and return

on investment

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