Loading...
HomeMy WebLinkAboutResolutions - 1994.10.27 - 24273REPORT (Misc. #94209) October 13, 1994 BY: General Government Committee, Donald Jensen, Chairperson RE: MR 94209-Revised General Travel Regulations TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS Chairperson, Ladies and Gentlemen: The General Government Committee, having reviewed the above- referenced resolution reports with the recommendation that the resolution be adopted with the following amendments: 1) In the last WHEREAS paragraph-change the effective date to January 1. 1995. 2) Add-BE IT FURTHER RESOLVED that the aforementioned revisions to the General Travel Regulations be effective January 1. 1995. 3) Add No. 5. A B and C to the General Travel Regulations, as attached to this Report. 4) Revise Items 6 and 7 of the Travel Arrangements section of the General Travel Regulations, as attached to this report. Chairperson, on behalf of the General Government Committee, I move acceptance of the foregoing report. GeneWGovernMentiC mmittee Addition to General Travel Regulations 5. The following pertains to all county commissioner travel funded by the county, as well as travel on behalf of all committees, boards and commissions to which county commissioners have been appointed by the Board of Commissioners or Board Chairperson. A. After attending a conference, seminar, convention, class and/or workshop sponsored by any organization other than the Michigan Association of Counties (MAC), the Great Lakes Region of the National Association of Counties (NACo), or the NACo Legislative and Annual Conference, each county commissioner must provide an oral or written summary report of the information presented at such meeting(s) to the appropriate standing liaison committee of the Board of Commissioners. Presentation of such report shall be a precondition for final reimbursement of associated travel expenses. B. A summary of expenses form shall be completed for all commissioner travel and education and shall be submitted to the Chairperson of the Board of Commissioners as a precondition of reimbursement and subsequent travel. This summary shall include the relevant expenses for each trip, as well as a year-to-date cumulative total, and shall be kept on file at the Board of Commissioners' administrative offices. C. All travel by county commissioners' outside of the continental United States shall be prohibited; requests for exceptions shall be submitted to the Chairperson of the Board of Commissioners and shall be granted upon approval of the Finance Committee and the Board of Commissioners. Revisions to Items 6 and 7 of the Travel Arrangements Section of the existing County Travel Regulatioaa 6. Lodging-The traveler is expected to exercise prudent judgment when arranging lodging and is to obtain the lowest available single occupant rate. Substantiation of that rate may be required. Submission of lodging receipts shall be A precondition for reimburlement. Reimbursable expenses will bc allowcd at shall not exceed the lowest available single occupant rate charged at the conference hotel. Should lodging be shared by more than one County traveler, the reimbursement will reflect a proportionate amount of the bill, based on the number of persons occupying the room. The traveler will not be reimbursed for non-County personnel, except as required to conduct County business. 7. Meals- A. When a traveler is entitled to a full day's meal allowance, the amount expended for any particular meal is left to the discretion of the traveler. The total for the day will not exceed the scheduled daily rate. If the expense for a specific meal does not occur, the reimbursesment for that meal ohould shall not be requested. Whenever meals are included in the registration and/or lodging fees, the traveler shall not chargc for that particular meal be reimbursed for such meals unless the traveler is necessarily prevented from receiving the meal. In this event the traveler shall submit the appropriate meal receipt(s) for verification as a precondition of reimbursement. The cost of alcoholic beverages is not reimbursable. Bold underlined text = Additions to existing regulations = Deletions to existing regulations October 27, 1994 FISCAL REPORT (Misc. #94209) BY: FINANCE COMMITTEE, JOHN P. McCULLOCH, CHAIRPERSON IN RE: MANAGEMENT AND BUDGET DEPARTMENT - REVISED GENERAL TRAVEL REGULATIONS, MISCELLANEOUS RESOLUTION #94209 The Finance Committee has reviewed the above referenced resolution and the amendments adopted by the General Government Committee and recommends adoption of the resolution with the following amendment. 1. Under the "NOW THEREFORE BE IT RESOLVED" paragraph, item #5 should be labeled #10. 2. Under the "NOW THEREFORE BE IT RESOLVED" paragraph, item #5b (item #5c under the General Government Committee report), should be amended to read as follows: "All commissioner travel outside of the Continental United States shall be submitted to the Chairperson of the Board of Commissioners and shall be granted upon approval of the Finance Committee and the Board of Commissioners." Chairperson, on behalf of the Finance Committee, I move for acceptance of the forgoing report. FINANCE COMMITTEE Miscellaneous Resolution #94209 BY: Charles Palmer, District #16; Larry Crake, District #4; John McCulloch, District #22; Ruth Johnson, District #1; Sue Ann Douglas, District #8; Nancy Dingeldey, District #11; John Garfield, District #9; Shelley Taub, District #12 RE: Management and Budget Department - Revised General Travel Regulations To the Oakland County Board of Commissioners Mr. Chairperson, Ladies and Gentlemen: WHEREAS, the Board of Commissioners, by MR 92272, modified the County's General Travel Regulations effective January 1, 1993; and WHEREAS, further modifications are desirable to ensure that county business travel by employees is in the best interests of the citizens of Oakland County; and WHEREAS these modifications shall become effective on July 15, 1994. NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners authorizes amending the Oakland County Accounting Procedures for Travel Regulations by adding items 5 and 6 to the General Travel Regulations section, to read as follows: 5. The following pertains to all county commissioner travel, including travel on behalf of all committees, boards and commissioners to which county commissioners have been appointed by the Board of Commissioners or Board Chairperson. A. After attending a conference, seminar, convention, class and/or workshop sponsored by any organization other than the Michigan Association of Counties (MAC), the Great Lakes Region of the National Association of Counties (NACo), or the NACo Legislative and Annual Conference, each county commissioner must provide an oral or written summary report of the information presented at such meeting(s) to the appropriate standing liaison committee of the Board of Commissioners. Presentation of such report shall be a precondition for final reimbursement of associated travel expenses. B. All commissioner travel outside of the Continental United States shall be prohibited; requests for exceptions shall be submitted to the Chairperson of the Board of Commissioners and shall be granted upon approval of the Finance Committee and the Board of Commissioners. BE IT FURTHER RESOLVED that the summary of expenses form be completed for all commissioner travel and education and be submitted to the Chairperson of the Board of Commissioners as a precondition of reimbursement and subsequent travel. This summary shall include the relevant expenses for each trip, as well as a year-to-date cumulative total, and shall be kept on file at the Board of Commissioners administrative offices. BE IT FURTHER RESOLVED that Item 6 of the Travel Arrangements section shall be amended as follows: 6. Lodging - The traveler is expected to exercise prudent judgment when arranging lodging and is to obtain the lowest available single occupant rate. Substantiation of that rate may be required. Submission of lodging receipts shall be a precondition for reimbursement. Reimbursable expenses shall not exceed will bc allowcd at the lowest available single occupant rate charged at the host conference hotel. Should lodging be shared by more than one County traveler, the reimbursement will reflect a proportionate amount of the bill, based on the number of persons occupying the room. The traveler will not be reimbursed for non-County personnel except as required to conduct County business. BE IT FURTHER RESOLVED that item 7 of the Travel Arrangements section shall be amended as follows: 7. Meals. A. When a traveler is entitled to a full day's meal allowance, the amount expended for any particular meal is left to the discretion of the traveler. The total for the day will not exceed the scheduled daily rate. If the expense for a specific meal does not occur, the reimbursement for that meal ohould shall not be requested. Whenever meals are included in registration and/or lodging fees, the traveler shall not charge for that particular meal. Submission of meal receipts shall be a precondition of reimbursement. In no instance shall a travler be reimbursed for meals ineluded in registration fees and/or lodging fees. The cost of alcoholic beverages is not reimbursable. Chairperson, I move adoption of the foregoing resolution. Resolution 494209 October 27, 1994 Moved by Jensen supported by Huntoon the Fiscal Report be accepted. A sufficient majority having voted therefor, the report was accepted. Moved by Jensen supported by Huntoon the General Government Committee Report be accepted. A sufficient majority having voted therefor, the report was accepted. Moved by Jensen supported by Huntoon the resolution be adopted. Moved by Jensen supported by Huntoon the resolution be amended to coincide with the recommendations of the Finance and General Government Committees. A sufficient majority having voted therefor, the amendment carried. Moved by Moffitt supported by Law the resolution be amended, in the NOW THEREFORE BE IT RESOLVED paragraph, item 5.A., by deleting the wording ..."other than the Michigan Association of Counties (MAC), the Great Lakes Region of the National Association of Counties (NACo), or the NACo Legislative and Annual Conference"... Discussion followed. Moved by Douglas supported by Palmer to amend the amendment to state that staff will not be permitted to write any reports for any travel. Discussion followed. The Chairperson stated a "YES" vote would not allow the staff to write reports; a "NO" vote would. AYES: Johnson, Kingzett, Kramer, McCulloch, Obrecht, Palmer, Schmid, Taub, Crake, Dingeldey, Douglas, Garfield, Huntoon. (13) NAYS: Jensen, Kaczmar, Law, McPherson, Moffitt, Newby, Pernick, Powers, Wolf, Gosling. (10) A, sufficient majority having voted therefor, the amendment to the amendment carried. Discussion followed. Vote on Moffitt's amendment: AYES: Kaczmar, Kingzett, Law, McPherson, Moffitt, Newby, Oaks, Obrecht, Palmer, Pernick, Douglas, Garfield, Gosling, Huntoon, Jensen. (15) NAYS: Johnson, Kramer, McCulloch, Powers, Schmid, Taub, Wolf, Crake, Dingeldey. (9) A sufficient majority having voted therefor, the amendment carried. Moved by Law supported by Moffitt the resolution be amended, in the NOW THEREFORE BE IT RESOLVED paragraph, first line in item 5, by adding the following between the words "commissioner" and "travel": ", Department Directors and Managers". Discussion followed. Moved by Moffitt supported by McPherson to amend the amendment to include "managers and supervisors". Discussion followed. Vote on Moffitt's amendment: AYES: Kaczmar, Kramer, Law, McPherson, Moffitt, Oaks, Pernick, Powers, Gosling, Jensen. (10) NAYS: Kingzett, McCulloch, Newby, Obrecht, Palmer, Schmid, Taub, Wolf, Crake, Dingeldey, Douglas, Garfield, Huntoon, Johnson. (14) A sufficient majority not having voted therefor, the amendment to the amendment failed. Vote on Law's amendment: AYES: Kramer, Law, McPherson, Moffitt, Oaks, Pernick, Powers, Gosling, Jensen, Kaczmar. (10) NAYS: Kingzett, McCulloch, Newby, Obrecht, Palmer, Schmid, Taub, Wolf, Crake, Dingeldey, Douglas, Garfield, Huntoon, Johnson. (14) A sufficient majority not having voted therefor, the amendment to the amendment failed. Vote on resolution, as amended: AYES: McCulloch, McPherson, Moffitt, Newby, Oaks, Obrecht, Palmer, Pernick, Schmid, Taub, Wolf, Crake, Dingeldey, Douglas, Garfield, Huntoon, Johnson, Kaczmar, Kingzett. (19) NAYS: Kramer, Law, Powers, Gosling, Jensen. (5) A sufficient majority having voted therefor, the resolution, as amended, was adopted. CCIIPITY EXECUTIVE WILL NEITHER APPROVE NOR VETO STATE OF MICHIGAN) COUNTY OF OAKLAND) I, Lynn D. Allen, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and accurate copy of a resolution adopted by the Oakland County Board of Commissioners on October 27, 1994 with the original record thereof now remaining in my office. In Testimony Whereof, I have hereunto set my hand and aAixed the seal of the County of Oakland at Pontiac, Michigan this 27th day ors,p6tolio6,1214. LynVD. Allen, County Clerk