HomeMy WebLinkAboutVI (A4a) Resolution 2001-06, Establishing a Travel Policy Agenda 5-15-2001
Item VI A 4 a
MEMORANDUM
TO: The Honorable Mayor and City Commissioners of the City of Ocoee
FROM: Paul E. Rosenthal, Esq., City Attorney
DATE: May 9, 2001
RE: Resolution No. 200I-06: Local and Non-Local Travel and Expense Policy
Pursuant to the direction of the City Commission, we have worked with the City
Manager and Finance Director to prepare a new policy to govern the local and non-local travel
of the Mayor and City Commissioners. These discussions and previous directions from the
City Commission have resulted in the preparation of proposed Resolution No. 2001-06, which
is attached hereto. This Resolution is a companion to Ordinance No. 2001-10, which repeals
the existing travel policy. We have prepared the new travel policy in the form of a resolution
since it deals with the internal administrative workings of the City and does not need to be
adopted as an ordinance.
Highlights of the Resolution are as follows:
(1) The category of `local" and "non-local" travel and expenses is established.
"Local" refers to activities within Orange, Seminole, Osceola and Lake
counties. "Non-local" refers to activities outside of these geographic areas,
except for Florida League of City meetings which are considered non-local for
all purposes.
(2) Effective May 1, the Mayor and each Commissioner would receive a monthly
stipend in the amount of $275.00 in lieu of reimbursement of specific local
travel and local expenses. For tax purposes, this would be treated as income
and each elected official would need to consult with their own accountant for
guidance on individual tax consequences. While an accounting may be needed
for tax purposes, no accounting is to be submitted to the City since a purpose of
the stipend is to reduce the paperwork currently associated with the
reimbursement of local expenses.
(3) The City could continue to sponsor local functions and purchase corporate tables
which would not he deducted from the monthly stipend.
(4) A reimbursement procedure is established with respect to non-local travel
expenses and expenditures. Substantial portions of this policy duplicate
guidelines set forth in Ordinance No. 93-20, which is being repealed. The
006218023.1
policy relates to the reimbursement for expenses at non-local functions,
including, but not limited to, expenses for travel, meals, registration fees and
other business purposes on behalf of the City.
(5) The non-local travel policy allows for reimbursement of actual out-of-pocket
expenses incurred in connection with non-local travel. Highlights of changes
from the previous policy are as follows:
(a) Additional time is provided for completing travel authorization forms
necessary for reimbursement of non-local expenses.
(b) Air travel may be by upgradable coach class so long as the elected
official pays the cost of any upgrade without reimbursement therefor. If
required by the ADA, the City will pay for business or first class travel.
(c) Double room occupancy will be reimbursed if no single room is
available or if the elected official is travelling with a spouse. No
reimbursement will be provided for in-room movies or in-room food and
beverages.
(d) Registration fees will be reimbursed and may include meals and other
programmed affairs and activities, including social activities which are
part of the program for the event.
(e) A spouse may travel with the elected official, at the City's expense, if
the event includes activities which may be attended by the official's
spouse, and the attendance of the spouse is otherwise in the best interests
of the City, including the nature of the event, the role of the elected
official with respect to the event, and the attendance of other spouses at
the event.
It should be noted that the City Commission previously considered a revised
travel policy in connection with proposed Ordinance No. 2000-24. That Ordinance was tabled
and consideration continued on several occasions. In connection with the adoption of the
attached Resolution and No. Ordinance 2001-10, it is recommended that Ordinance No. 2000-
24 be withdrawn from further consideration.
In the event the City Commission first adopts Ordinance No. 2001-10 and
thereafter desires to adopt the attached local and non-local travel policy, then the appropriate
action would be to move to adopt Resolution No. 2001-06, authorizing execution thereof by
the Mayor and City Clerk, and to withdraw Ordinance No. 2000-24 from further
consideration in light of the adoption of Ordinance No. 2001-10 and Resolution No. 2001-06.
Enclosure
-2-006.218023.1
RESOLUTION NO. 2001-06
A RESOLUTION OF THE CITY OF OCOEE, FLORIDA
RELATING TO THE PAYMENT OF A MONTHLY
STIPEND IN THE AMOUNT OF $275.00 TO THE MAYOR
AND CITY COMMISSIONERS FOR LOCAL TRAVEL AND
LOCAL EXPENDITURES INCURRED IN THE
PERFORMANCE OF OFFICIAL BUSINESS ON BEHALF
OF THE CITY; PROVIDING FOR CITY SPONSORSIIIP
OF LOCAL FUNCTIONS; PROVIDING FOR
REIMBURSEMENT OF NON-LOCAL TRAVEL AND NON-
LOCAL EXPENDITURES INCURRED IN THE
PERFORMANCE OF OFFICIAL BUSINESS ON BEHALF
OF THE CITY; PROVIDING FOR SEVERABILITY;
PROVIDING FOR CONFLICTS; PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City Commission of the City of Ocoee recognizes that the Mayor and
Commissioners incur expenses locally in carrying out the official business of the City and that
some, but not all, of these expenses are currently reimbursed by the City; and
WHEREAS, the City Commission recognizes that the current system of reimbursing
the Mayor and Commissioners for expenses incurred locally has resulted in an inefficient and
administratively costly system; and
WHEREAS, the City Commission desires to decrease the administrative costs and
paperwork associated with paying and accounting for the local travel and local expenses
incurred by the Mayor and the Commissioners; and
WHEREAS, the City Commission desires to provide the Mayor and each
Commissioner with a monthly stipend to cover their local travel and local expenses incurred in
carrying out the official business of the City; and
WHEREAS, the City Commission also desires to adopt a policy setting forth
guidelines to govern the reimbursement of non-local travel and non-local expenditures incurred
in the performance of official business on behalf of the City.
006.128625.3
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF
THE CITY OF OCOEE, FLORIDA, AS FOLLOWS:
SECTION 1. Monthly Stipend. In lieu of reimbursement for specific local travel and
local expenses, effective May 1, 2001, the Mayor and each Commissioner will receive by the
10th day of each month a stipend in the following amount: (i) the Mayor will receive a stipend
in the amount of $275.00, and (ii) each Commissioner will receive a stipend in the amount of
$275.00. This stipend will cover local expenses incurred in carrying out the official business
of the City, including, but not limited to, local travel expenses, local meal expenses, local
organization dues where the elected official is the member, admission and registration fees at
local events, and other local miscellaneous expenses incurred while carrying out official
business on behalf of the City. The stipend shall be the only money received by the Mayor and
each Commissioner for such local expenses and the City will not provide reimbursement for
local expenses that exceed the stipend amount. No accounting to the City shall he required in
connection with the expenditure of the monthly stipend. For the purposes of this Resolution,
"local" or "locally" shall mean within Orange County, Seminole County, Osceola County, and
Lake County.
SECTION 2. City Sponsorships of Local Functions. The City may from time to
time sponsor local functions or purchase a corporate table for local functions. Nothing in this
Resolution shall preclude the Mayor or any Commissioner from attending any such function as
a representative of the City using a ticket purchased by the City nor shall this Resolution
require the Mayor or any Commissioner to reimburse the City for the ticket associated with
any such function.
-2-006.128625.3
SECTION 3. Reimbursement for Non-Local Travel Expenses and Non-Local
Expenditures. Expenses incurred by the Mayor and each City Commissioner in carrying out
the official business of the City at non-local functions, including, but not limited to, expenses
for travel, meals, registration fees, and other business purposes on behalf of the City, shall he
governed by and reimbursed in accordance with the City Commission Non-Local Travel Policy
attached hereto as Exhibit "A" and by this reference made a part hereof. For purposes of this
Resolution, "non-local" shall mean outside of Orange County, Seminole County, Osceola
County and Lake County. Additionally, registration fees for Florida League of Cities
functions shall be considered a "non-local" expenditure without regard to the geographic
location of any such function.
SECTION 4. Severability. If any section, subsection, sentence, clause, phrase or
portion of this Resolution is for any reason held invalid or unconstitutional by any court of
competent jurisdiction, such portion shall be deemed a separate, distinct and independent
provision and such holding shall not affect the validity of the remaining portion hereto.
SECTION 5. Conflicts. All resolutions, or parts of resolutions, in conflict herewith
are hereby repealed and rescinded.
SECTION 6. Effective Date. This Resolution shall become effective immediately
upon passage and adoption.
0061286253
PASSED AND ADOPTED this day of , 2001.
ATTEST: APPROVED:
CITY OF OCOEE, FLORIDA
Jean Grafton, City Clerk S. Scott Vandergrift, Mayor
(SEAL)
FOR USE AND RELIANCE ONLY BY READ FIRST TIME AND ADOPTED
THE CITY OF OCOEE, FLORIDA; UNDER AGENDA ITEM NO.
APPROVED AS TO FORM AM)
LEGALITY this day of , 2001.
FOLEY & LARDNER
By:
City Attorney
-4-
006.128625.3
EXHIBIT "A"
CITY COMMISSION NON-LOCAL TRAVEL POLICY
This City Commission Non-Local Travel Policy is adopted for purposes of regulating non-local
authorized travel, meals, registration fees, and other expenses which are incurred by the
Mayor and City Commissioners for business purposes on behalf of the City. These individuals
will be identified throughout this policy as the "traveler".
The City shall pay certain expenses to the traveler in order that the traveler may attend non-
local meetings, conferences, seminars, workshops and similar events which serve a public
purpose and are considered to be in the best interest of the City.
The need for City travel for which reimbursement may he claimed by the travelers named
above on behalf of the City of Ocoee is acknowledged as serving a public purpose and being in
the best interests of the City. All such persons are eligible to travel for the conduct of City
business or to attend non-local meetings, conferences, seminars, workshops and similar events
for the benefit of the City, at City expense, pursuant to proper authorization prescribed in these
regulations.
(1) A Travel Expense Report issued by the Finance Department, which shall be
used by all travelers requesting reimbursement for authorized non-local travel
expenses, shall be completed. The report will be filed within thirty (30) working
days after completing the authorized travel, but in no event later than October
10 of each year for any report related to authorized travel in the previous fiscal
year. For the purposes hereof, "authorized travel" or "authorized non-local
travel" is non-local travel which has been approved by the City Commission as
part of the annual budget and for which funds are available and non-local travel
otherwise approved by the City Commission and for which funds arc available.
(2) Non-local transportation expenses will be reimbursable as set forth below. All
non-local travel must be by a usually traveled route. If a person travels by an
indirect route for his/her own convenience, any extra costs shall be borne by the
traveler, and reimbursement for travel expenses shall be based only on such
charges as would have been incurred by a usually traveled route. Air travel, if
necessary, shall be by upgradeable coach class, when practicable, and a receipt
shall be required for all such air travel; provided, however, that the traveler
may, at the traveler's expense, upgrade to business or first class in which case
the City will reimburse for the cost which would have otherwise been incurred
for air travel by upgradeable coach class. Notwithstanding the foregoing, the
City will reimburse a traveler for business or first class travel if required by the
Americans with Disabilities Act. Travel by private car when a City vehicle is
not used will be reimbursed at a rate per mile established by the City. When
-5-
006.128625.3
travel or local transportation (at non-local functions) is by rental car, all rental
car fees and charges are reimbursable when substantiated by receipts. Local
travel (at non-local functions) by airport limousine is reimbursable when
substantiated by receipts. Taxicabs and parking fees are reimbursable and
receipts for such expenses should be obtained whenever possible.
Travelers who are assigned a city vehicle shall be reimbursed for gas only and
not mileage; however, a gas receipt must be submitted to receive
reimbursement.
(3) Reimbursement for lodging will be on the basis of actual cost of a single
occupancy. Double occupancy rate will be reimbursed if no single room is
available or if traveling with the traveler's spouse. No reimbursement will be
provided for expenses charged for in-room movies or in-room food/beverage
bars.
(4) If a traveler is out of town for longer than one day, the traveler shall be allowed
one personal telephone call reimbursed per day providing that the time limit of
that call is reasonable. All calls which are related to City business shall be
reimbursable to the traveler.
(5) Gratuities (tips) arc recognized as a legitimate part of the cost of travel and a
proper charge against the City, when such expenses are necessary.
(6) Registration fees, including meals and other programmed affairs and activities.
are reimbursable upon presentation of receipts. Receipts are not required for
any activities included in or on the registration form for the event when a City
check is issued for direct payment of such fees and charges. Registration fees
may include social activities which are part of the program for the event.
Expenses for social events and entertainment which are not part of the program
shall not be reimbursable except as provided in Section 12 below.
(7) All travelers will be reimbursed for the actual meals expenses, except for
alcoholic beverages which will not be reimbursable. A receipt for meals will be
provided whenever possible.
(8) If a traveler accompanies a city employee or City official who has an authorized
City credit card and the credit card holder other than the traveler pays for meals
and other expenses with the City credit card, then the traveler shall not be
eligible for reimbursement for those expenses paid by the credit card holder
other than the traveler. The credit card holder who pays any expenses for a
traveler will be reimbursed for such expenses provided the credit card holder
lists all such expenses incurred on the Travel Expense Report and the names of
the traveler for whom the expense was incurred.
(9) Any other necessary expense not otherwise provided, incurred for the benefit of
the City, together with receipts whenever possible and explanations thereof,
6-
006.126626.3
should be claimed on an individual basis by completing the necessary travel
form and should be signed by the traveler.
(10) Travelers may obtain travel advances when requested through the Finance
Department only for expenses which cannot be charged to the City credit card
issued to the traveler. The necessary travel form must accompany the request
and must be signed by the traveler. All advances shall be accounted for within
thirty (30) working days after completion of the authorized travel, but in no
event later than October 10 of each year for advances made in the previous
fiscal year.
(11) The City will reimburse for travel, meals or expenses for spouse of the traveler
when the spouse accompanies the traveler, the event includes activities which
may be attended by the traveler's spouse, and the attendance of the traveler's
spouse is otherwise in the best interests of the City considering the nature of the
event, the role of the traveler with respect to the event and the attendance of
other spouses at the event. The City will not reimburse for travel, meals or
expenses of other family members of the traveler.
(12) Entertainment expenses incurred by the traveler which serve a valid public
purpose will be reimbursed to the traveler. The Travel Expense Report of the
traveler must include the nature of the entertainment, those present, and a brief
summary of the business discussed. Receipts must be provided for all
entertainment expenses.
(13) All Travel Expense Reports must be completed as stated above.
(14) Any travel by a traveler which is reimbursed under this Non-Local Travel
Policy is subject to the availability of budgeted funds for such purpose.
(15) The travel policy set forth above does not apply to local expenses as described
in Section 1 of this Resolution.
(16) If the traveler has been issued a City credit card, then any such card shall only
be used for expenses which are reimbursable under this Non-Local Travel
Policy. If the City pays the expenses charged to any such credit card, then the
traveler shall not be reimbursed for such charges, but will complete a Travel
Expense Report as stated above.
006.126625.3 -�
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006.128625.3 compared to 006.128625.2
5/7/01 3:19:04 PM
006 217696.1
RESOLUTION NO. {2001} 12001-9_0
A RESOLUTION OF THE CITY OF OCOEE, FLORIDA
RELATING TO THE PAYMENT OF A MONTHLY
STIPEND IN THE AMOUNT OF $275.00 TO THE MAYOR
AND CITY COMMISSIONERS FOR LOCAL TRAVEL AND
LOCAL EXPENDITURES INCURRED IN THE
PERFORMANCE OF OFFICIAL BUSINESS ON BEHALF
OF THE CITY; PROVIDING FOR CITY SPONSORSHIP
OF LOCAL FUNCTIONS; PROVIDING FOR
REIMBURSEMENT OF NON-LOCAL TRAVEL AND NON-
LOCAL EXPENDITURES INCURRED IN THE
PERFORMANCE OF OFFICIAL BUSINESS ON BEHALF
OF THE CITY; PROVIDING FOR SEVERABILITY;
PROVIDING FOR CONFLICTS; PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City Commission of the City of Ocoee recognizes that the Mayor and
Commissioners incur expenses locally in carrying out the official business of the City and that
some, but not all, of these expenses are currently reimbursed by the City; and
WHEREAS, the City Commission recognizes that the current system of reimbursing
the Mayor and Commissioners for expenses incurred locally has resulted in an inefficient and
administratively costly system; and
WHEREAS, the City Commission desires to decrease the administrative costs and
paperwork associated with paying and accounting for the local travel and local expenses
incurred by the Mayor and the Commissioners; and
WHEREAS, the City Commission desires to provide the Mayor and each
Commissioner with a monthly stipend to cover their local travel and local expenses incurred in
carrying out the official business of the City; and
WHEREAS, the City Commission also desires to adopt a policy setting forth
guidelines to govern the reimbursement of non-local travel and non-local expenditures incurred
in the performance of official business on behalf of the City.
006 217696.1 2
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF
THE CITY OF OCOEE, FLORIDA, AS FOLLOWS:
SECTION 1. Monthly Stipend. In lieu of reimbursement for specific local travel and
local expenses, effective May 1, 2001, the Mayor and each Commissioner will receive by the
10th day of each month a stipend in the following amount: (i) the Mayor will receive a stipend
in the amount of $275.00, and (ii) each Commissioner will receive a stipend in the amount of
$275.00. This stipend will cover local expenses incurred in carrying out the official business
of the City, including, but not limited to, local travel expenses, local meal expenses, local
organization dues where the elected official is the member, admission and registration fees at
local events, and other local miscellaneous expenses incurred while carrying out official
business on behalf of the City. The stipend shall be the only money received by the Mayor and
each Commissioner for such local expenses and the City will not provide reimbursement for
local expenses that exceed the stipend amount. No accounting to the City shall he required in
connection with the expenditure of the monthly stipend. For the purposes of this Resolution,
"local" or "locally" shall mean within Orange County, Seminole County, Osceola County, and
Lake County.
SECTION 2. City Sponsorships of Local Functions. The City may from time to
time sponsor local functions or purchase a corporate table for local functions. Nothing in this
Resolution shall preclude the Mayor or any Commissioner from attending any such function as
a representative of the City using a ticket purchased by the City nor shall this Resolution
require the Mayor or any Commissioner to reimburse the City for the ticket associated with
any such function.
006.217696.1 -3-
SECTION 3. Reimbursement for Non-Local Travel Expenses and Non-Local
Expenditures. Expenses incurred by the Mayor and each City Commissioner in carrying out
the official business of the City at non-local functions, including, hut not limited to, expenses
for travel, meals, registration fees, and other business purposes on behalf of the City, shall be
governed by and reimbursed in accordance with the City Commission Non-Local Travel Policy
attached hereto as Exhibit "A" and by this reference made a part hereof. For purposes of this
Resolution, "non-local" shall mean outside of Orange County, Seminole County, Osceola
County and Lake County. Additionally, registration fees for Florida League of Cities
functions shall be considered a "non-local" expenditure without regard to the geographic
location of any such function.
SECTION 4. Severability. If any section, subsection, sentence, clause, phrase or
portion of this Resolution is for any reason held invalid or unconstitutional by any court of
competent jurisdiction, such portion shall be deemed a separate, distinct and independent
provision and such holding shall not affect the validity of the remaining portion hereto.
SECTION 5. Conflicts. All resolutions, or parts of resolutions, in conflict herewith
are hereby repealed and rescinded.
SECTION 6. Effective Date. This Resolution shall become effective immediately
upon passage and adoption.
006 217696.1
PASSED AND ADOPTED this day of , 2001.
ATTEST: APPROVED:
CITY OF OCOEE, FLORIDA
Jean Grafton, City Clerk S. Scott Vandergrift, Mayor
(SEAL)
FOR USE AND RELIANCE ONLY BY READ FIRST TIME AND ADOPTED
THE CITY OF OCOEE, FLORIDA; UNDER AGENDA ITEM NO.
APPROVED AS TO FORM AND
LEGALITY this day of , 2001.
FOLEY & LARDNER
By:
City Attorney
-5-006 217696.1
EXIIIBIT "A"
CITY COMMISSION NON-LOCAL TRAVEL POLICY
This City Commission Non-Local Travel Policy is adopted for purposes of regulating non-local
(authorized' travel, meals, registration fees, and other expenses which are incurred by the
Mayor and City Commissioners for business purposes on behalf of the City. These individuals
will be identified throughout this policy as the "traveler".
The City shall pay certain expenses to the traveler in order that the traveler may attend {non-
local" meetings, conferences, seminars, workshops and similar events which serve a public
purpose and are considered to be in the best interest of the City.
The need for City travel for which reimbursement may be claimed by the travelers named
above on behalf of the City of Ocoee is acknowledged as serving a public purpose and being in
the best interests of the City. All such persons are eligible to travel for the conduct of City
business or to attend non-local meetings, conferences, seminars, workshops and similar events
for the benefit of the City, at City expense, pursuant to proper authorization prescribed in these
regulations.
(1) A Travel Expense Report issued by the Finance Department, which shall be
used by all travelers requesting reimbursement for "authorized" non-local travel
expenses, shall be completed. The report will be filed within (fort' five (15))
"thirty (30)1 working days after completing the authorized travel, but in no event
later than October 120} J101 of each year for any report related to authorized
travel in the previous fiscal year. fFor the purposes hereof, "authorized travel"
or "authorized non-local travel" is non-local travel which has been approved by
the City Commission as part of the annual budget and for which funds are
available and non-local travel otherwise approved by the City Commission and
for which funds are availahle.l
(2) Non-local transportation expenses will be reimbursable as set forth below. All
non-local travel must be by a usually traveled route. If a person travels by an
indirect route for his/her own convenience, any extra costs shall be borne by the
traveler, and reimbursement for travel expenses shall be based only on such
charges as would have been incurred by a usually traveled route. Air travel, if
necessary, shall be by upgradeable coach class, when practicable, and a receipt
shall be required for all such air travel; provided, however, that the traveler
may, at the traveler's expense, upgrade to business or first class in which case
the City will reimburse for the cost which would have otherwise been incurred
for air travel by upgradeable coach class. Notwithstanding the foregoing, the
City will reimburse a traveler for business or first class travel if required by the
Americans with Disabilities Act. Travel by private car when a City vehicle is
6-
006 217696.1
not used will be reimbursed at a rate per mile established by the City. When
travel or local transportation (at non-local functions) is by rental car, all rental
car fees and charges are reimbursable when substantiated by receipts. Local
travel (at non-local functions) by airport limousine is reimbursable when
substantiated by receipts. Taxicabs and parking fees are reimbursable and
receipts for such expenses should be obtained whenever possible.
Travelers who are assigned a city vehicle shall be reimbursed for gas only and
not mileage; however, a gas receipt must be submitted to receive
reimbursement.
(3) Reimbursement for lodging will be on the basis of actual cost of a single
occupancy. Double occupancy rate will be reimbursed if no single room is
available or if traveling with the traveler's spouse. No reimbursement will be
provided for expenses charged for in-room movies or in-room food/beverage
bars.
(4) If a traveler is out of town for longer than one day, the traveler shall be allowed
one personal telephone call reimbursed per day providing that the time limit of
that call is reasonable. All calls which are related to City business shall be
reimbursable to the traveler.
(5) Gratuities (tips) are recognized as a legitimate part of the cost of travel and a
proper charge against the City, when such expenses are necessary.
(6) Registration fees, including meals and other programmed affairs and activities,
are reimbursable upon presentation of receipts. Receipts are not required for
any activities included in or on the registration form for the event when a City
check is issued for direct payment of such fees and charges. Registration fees
may include social activities which are part of the program for the event.
Expenses for social events and entertainment which are not part of the program
shall not be reimbursable except as provided in Section 12 below.
(7) All travelers will be reimbursed for the actual meals expenses, except for
alcoholic beverages which will not be reimbursable. A receipt for meals will be
provided whenever possible.
(8) If a traveler accompanies a city employee or City official who has an authorized
City credit card and the credit card holder other than the traveler pays for meals
and other expenses with the City credit card, then the traveler shall not be
eligible for reimbursement for those expenses paid by the credit card holder
other than the traveler. The credit card holder who pays any expenses for a
traveler will be reimbursed for such expenses provided the credit card holder
lists all such expenses incurred on the Travel Expense Report and the names of
the traveler for whom the expense was incurred.
006 21]fi96.1
(9) Any other necessary expense not otherwise provided, incurred for the benefit of
the City, together with receipts whenever possible and explanations thereof,
should he claimed on an individual basis by completing the necessary travel
form and should be signed by the traveler. [ All such expenses must serve a
responsible for payment of the expense.}
(10) Travelers may obtain travel advances when requested through the Finance
Department only for expenses which cannot be charged to the City credit card
issued to the traveler. The necessary travel form must accompany the request
and must be signed by the traveler. All advances shall be accounted for within
[forty five (15)} }thirty (30)1 working days after completion of the authorized
travel, but in no event later than October 4204 1101 of each year for advances
made in the previous fiscal year.
(11) The City will reimburse for travel, meals or expenses for spouse of the traveler
when the spouse accompanies the traveler, the event includes activities which
may be attended by the traveler's spouse, and the attendance of the traveler's
spouse is otherwise in the best interests of the City considering the nature of the
event, the role of the traveler with respect to the event and the attendance of
other spouses at the event. The City will not reimburse for travel, meals or
expenses of other family members of the traveler.
(12) Entertainment expenses incurred by the traveler which serve a valid public
purpose will be reimbursed to the traveler. The Travel Expense Report of the
traveler must include the nature of the entertainment, those present, and a brief
summary of the business discussed. Receipts must be provided for all
entertainment expenses.
(13) All Travel Expense Reports must be completed as stated above.
(14) Any travel by a traveler which is reimbursed under this Non-Local Travel
Policy is subject to the availability of budgeted funds for such purpose.
(15) The travel policy set forth above does not apply to local expenses as described
in Section 1 of this Resolution.
1(16) If the traveler has been issued a City credit card, then any such card shall only
be used for expenses which are reimbursable under this Non-Local Travel
Policy If the City pays the expenses charged to any such credit card then the
traveler shall not he reimbursed for such charges, but will complete a Travel
Expense Report as stated above.'
006.277696.1
8-
REVISION LIST
The bracketed numbers refer to the Page and Paragraph for the start of the paragraph in both the
old and the new documents.
[1:1 1:1] Changed "2001 " to "200106"
[6:3 7:3] Changed "non-local travel," to "non-local authorized travel,"
[6:4 7:4] Changed "attend meetings," to "attend non-local meetings,"
[6:6 7:6] Changed "for non-local" to "for authorized non-local"
[6:6 7:6] Changed "forty-five (45) " to "thirty (30) "
[6:6 7:6] Changed "20 " to "10 "
[6:6 7:61 Changed "year." to "year. For ... available."
[7:8 8:8] Changed "traveler. ... the expense." to "traveler. "
[8:1 9:1] Changed "forty-five (45) " to "thirty (30) "
[8:1 9:1] Changed "20 " to "10 "
[8:6 9:7] Add Para "(16) If the traveler ... as stated above."
006 217696.1 -9-