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Resolution No. 2011-187RESOLUTION NO. 2011-187 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING AND ADOPTING A TRAVEL AND EXPENSE REIMBURSEMENT POLICY FOR CERTAIN EXPENSES OF CITY COUNCIL MEMBERS AND CITY EMPLOYEES AND REPEALING RESOLUTION NO. 9201 WHEREAS, on December 20, 2006, the City Council of the City of Vernon adopted Resolution No. 9201 approving a written policy for the reimbursement of certain expenses of City Council Members; and WHEREAS, the City Council of the City of Vernon desires to establish a travel and expense reimbursement policy for certain expenses for City Council members and City employees. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 1: The City Council of the City of Vernon does hereby find and determine that the recitals contained hereinabove are true and correct. SECTION 2: The City Council of the City of Vernon hereby approves and adopts the Travel and Expense Reimbursement Policy for certain expenses for City Council members and City employees, a copy of which is attached hereto as Exhibit A. SECTION 3: All resolutions or parts of resolutions, specifically Resolution No. 9201, not consistent with or in conflict with this Resolution are hereby repealed. SECTION 4: The City Clerk of the City of Vernon shall certify to the passage, approval and adoption of this resolution, and the City Clerk of the City of Vernon shall cause this resolution and the City Clerk's certification to be entered in the File of Resolutions of the Council of this City. APPROVED AND ADOPTED this 15th day of November, 2011. ATXST : o . i1QardVG.`Z,? p(gu t , l.1 uy Name: Hilar_io Gonzales Title: Mayor / JIa:yar Pr-o-�___;; 2 STATE OF CALIFORNIA ) ) ss COUNTY OF LOS ANGELES ) I, Willard G. Yamaguchi, City Clerk of the City of Vernon, do hereby certify that the foregoing Resolution, being Resolution No. 2011-187, was duly passed, approved and adopted by the City Council of the City of Vernon at a regular meeting of the City Council duly held on Tuesday, November 15, 2011, and thereafter was duly signed by the Mayor or Mayor Pro-Tem of the City of Vernon. Executed this day of November, 2011, at Vernon, California. (SEAL) k - 3 - EXHIBIT A CITY OF VERNON TRAVEL AND EXPENSE REIMBURSEMENT POLICY I) General Policies a) The City recognizes the constructive value of professional conferences, seminars and official meetings. To that end, the City provides travel and training funds when necessary and reasonable for City Officials, Department Heads, and employees to conduct City business. City business includes, but is not limited to, the following: i) Meeting with representatives of local, regional, state and national government on City related issues; ii) Attending educational seminars and courses designed to improve individuals' skill and information levels as related to their job duties; iii) Participating in local, regional, state and national organizations whose activities affect the City of Vernon; iv) Attending City of Vernon sponsored events; v) Promoting the City of Vernon's interest in attracting or retaining businesses; vi) Attending international conferences, seminars, and official meetings, to promote the City's interests. (All international travel shall require prior approval by the City Council.) b) The Vernon Police Department participates in California Peace Officer Standards and Training (POST) and Standards and Training for Corrections (STC) Programs which reimburses the City according to their program guidelines. The Police Department will follow those program guidelines. II) Definition of Travel a) For purposes of this policy statement the word "travel" is used to denote activities of individuals in connection with authorized attendance at conferences and meetings, either formal or informal, which take place at any location other than City -owned facilities, including necessary transportation thereto and therefrom. Travel is further defined as local, or non -local as provided below: i) Local Travel — Official travel performed within the six Southern California Association of Governments (SLAG) counties (Imperial, Los Angeles, Orange, Riverside, Ventura, San Bernardino), San Diego County and the City of Santa Barbara. ii) Non -Local Travel — Official travel involving at least one overnight absence from the normal place of duty or a location outside SCAG, San Diego County and the City of Santa Barbara. 1 CITY OF VERNON TRAVEL AND EXPENSE REIMBURSEMENT POLICY (1) Non -local travel exceeding 400 miles (one-way) requires City Council's approval. III) Automobile Reimbursement a) Any member of the City Council of the City of Vernon and any person holding a position provided for in the Personnel Resolution who does not receive an auto allowance and who is required to use his/her own automobile on City business for local travel shall be reimbursed mile traveled, as defined in Section III.B, at the standard mileage rates established by the Internal Revenue Service. b) No reimbursement shall be allowed for that portion of travel or transportation between the home of any person and the place where such person is ordinarily required to report for duty with the exception of travel required on days where a person is not schedule to report to duty. Therefore the mileage reimbursement shall be calculated from Vernon City Hall or other City facilities to the respective travel destination(s). c) Where non -local travel is required, the Department Head may permit those reporting to him or her to obtain automobile reimbursements at the rates provided above where, in the opinion of such officer, reimbursement results in a benefit to the City. d) Where travel is authorized the claimant shall submit the expense reimbursement form as prescribed by the Finance Director, or his designee, including mileage calculations verified with Google maps, MapQuest or any other similar mileage tracker. e) Mileage traveled on official City business shall be recorded at the completion of each trip. Mileage driven on personal business shall be excluded from the calculation of mileage submitted for reimbursement. Each request for reimbursement shall include the date of each trip and the mileage for each individual trip. Requests for reimbursement shall be approved by Department Head (for employee), City Administrator (for Department Heads) or City Councilmember (for City Administrator). f) All employees receiving mileage reimbursement for use of their personal vehicle on City - related business must continuously maintain the state mandated limits for vehicle insurance, and may be required to show proof of insurance upon request. g) City will continue to provide worker's compensation coverage to authorized travelers while away from home on City business. Additional accident or other insurance, if desired, must be provided by the employee. IV) General Transportation a) The normal mode of transportation for local travel shall be automobile, either City -owned or personal vehicle. For non -local travel, air travel at coach rates shall be utilized where available and practical; in the absence of reasonably convenient air service, another mode of transportation may be authorized. If air travel is utilized, to save costs, round trip CITY OF VERNON TRAVEL AND EXPENSE REIMBURSEMENT POLICY tickets should be purchased. Purchases should be made in advance to take advantage of reduced rates. Also, any other cost saving means should be considered. If approved by Department Heads or the City Administrator, travelers may also be authorized the use of City or personal automobile in lieu of air transportation. Employees who receive monthly car allowance are expected to use their cars without further reimbursement for all local travel unless approval is provided by the City Administrator. Full mileage reimbursement may be -made when authorized for that portion of travel which is considered non -local travel. b) Co -travelers - Under no circumstances will the City reimburse an authorized traveler for additional expenses incurred as a result of the simultaneous but unauthorized travel of a spouse, fellow employee or other companion. V) Conference Reimbursement a) An employee or other individual may be authorized by the City Administrator, Department head or City Council to attend any conference or meeting of any association or informal group at or in which representation or participation will be of benefit to the City, and expenses in connection therewith shall be reimbursed according to this policy. b) Expenses may be audited and paid as are other claims made to the City. The Director of Finance or his designee may prescribe and provide forms to be used in making such claims, and may require receipts or other evidence of payment of the amounts claimed by the party entitled thereto. V I) Meals a) Actual costs for meals (including gratuities) but not to exceed $10 for breakfast for $15 lunch or $20 for dinner unless accompanied by an actual receipt. Without a receipt total reimbursement for meals shall not exceed $33 per day ($8 for breakfast, $10 lunch and $15 dinner). VII) Lodging a) City officials and employees should choose reasonably priced accommodations based on the location of the business meeting or conference. Government rates should be selected when available. Reimbursed at actual rates, including occupancy taxes, for single accommodations on those nights which the traveler must spend away from home on official City business. Receipted copies of itemized hotel bill must be submitted to secure reimbursement. When the hotel bill is double occupancy (as when the traveler is accompanied by a spouse), the equivalent single -occupancy rate must be stated. 3 CITY OF VERNON TRAVEL AND EXPENSE REIMBURSEMENT POLICY VIII) Miscellaneous Reimbursements a) The following items are reimbursable when accompanied by the receipts: (1) Parking fees (2) Fuel (3) Baggage fees (4) Taxi or shuttle service (5) Rental cars b) Receipts i) Documentation of expenses by receipt or other satisfactory documented support with reimbursement claims is required. ii) Receipts along with the Expense Reimbursement Form shall be submitted no later than fourteen (14) working days after returning from the trip. IX) Direct Payments by the City a) Whenever possible, payments for airline tickets, conference registrations and hotel deposits should be made directly to the vendor by City check or City credit card, so as to minimize the need for cash advances and to reduce exposure to possible duplicate payments. X) Advances a) If authorized an employee may submit and receive an advance for meals and other miscellaneous expenses. The maximum advance shall not exceed $500 unless authorized. If the advance exceeded the actual expenses, the employee must reimburse the City for the excess amount or the advance is reportable as income to the IRS. 4 CITY CLERK'S OFFICE INTEROFFICE MEMORANDUM DATE: November 17, 2011 TO: Rory Burnett, Finance Director/City Treasurer Daniel Calleros, Interim Police Chief Kristen Enomoto, Council Department Manager Carlos Fandino, Director of Light & Power Masami Higa, Assistant Finance Director Alex Kung, Senior Accounting Manager Joaquin Leon, Deputy City Treasurer Lewis Pozzebon, Director of Health & Environmental Control James Rodino, Police Captain Martha Valenzuela, Director of Personnel/Business Services Mark Whitworth, City Administrator/Fire Chief Kevin Wilson, Director of Community Services & Water FROM: Willard Yamaguchi, City Clerk RE: Resolution No. 2011-187 — A Resolution of the City Council of the City of Vernon Approving and Adopting a Travel and Expense Reimbursement Policy for Certain Expenses of City Council Members and City Employees and Repealing Resolution No. 9201 Transmitted herewith is a copy of Resolution No. 2011-187 referenced above, which was approved by City Council on November 15, 2011. Thank you. WY:dj Attachment c: Resolution No. 2011-187 OF . ER'ti RECEIVED `s�VELY IN�J NOV 0 9 2011 CITY CLERWS OFFICE STAFF REPORT CITY ADMINISTRATION DATE: November 9, 2011 TO: Honorable Mayor and City Council FROM: Mark C. Whitworth, City Administrator A %% % A r— RE: Travel and Expense Reimbursement Policy Background Former Attorney General John Van De Kamp recommended in his report dated July 29, 2011 the City adopt a written formal travel policy for employees and amend the City Council travel policy to provide specific guidance related to the purchase of economy airline tickets for City Councilmembers. As recommended, attached is the Travel and Expense Reimbursement Policy for City Councilmembers and city employees. The policy provides specific guidance on the following reimbursements: 1) Conference 2) Transportation 3) Lodging 4) Meals 5) Miscellaneous Recommendation It is recommended the attached Travel and Expense Reimbursement Policy be adopted at the November 15, 2011 City Council meeting. Attachment