State of California

  M E M O R A N D U M

  REFERENCE CODE:
  99-071

  DATE:
  December 30, 1999

  TO:
  Employee Relations Officers
  Personnel Officers
  Accounting Administrators
  Travel and Relocation Liaisons

  FROM:
  Department of Personnel Administration
  Labor Relations Division

  SUBJECT:
  Unit 2 and Unit 9 - Business and Travel Expenses 
  Units 2, 9, 10, 12, and 13 - Transportation Incentives

  CONTACT:
  Terrie J. Jordan
  (916) 324-9377, CALNET 454-9377
  FAX: (916) 322-0765
  OFFICE VISION: DPA(TerrieJordan)
  INTERNET: Terrie Jordan@dpa.ca.gov


  Business and Travel Expenses   Units 2 and 9 Only
  
  A.Long Term Travel
  
  The travel and business section of Units 2 and 9 
  collective bargaining agreements took effect September 
  1, 1999, unless otherwise provided.  Employees on long-
  term travel must have receipts for lodging effective 
  September 1, 1999, to receive 
  the higher rate of $24.00 for lodging reimbursement.  
  Employees who do not submit receipts shall continue to 
  be eligible to claim for lodging at the old rate of 
  $23.00 for the months of September and October 1999, 
  because they may not have been aware of the requirement 
  for a receipt at the time they traveled.  All lodging 
  reimbursed without receipts is reportable and taxable.  
  Beginning November 1999, receipts are required for 
  lodging reimbursement irrespective of the rate claimed.  
  
  B.Increased Lodging Rate For Regular Travel
  
  The regular travel subsection of the Unit 2 and 9 
  agreements contain an effective date of November 2, 
  1999, for the new receipted lodging reimbursement rates 
  (i.e., $84.00 and $110 
  in Alameda, San Francisco, San Mateo and Santa Clara 
  counties, and central and western Los Angeles).  
  Consequently, the higher rates prescribed by the 
  contracts take effect November 2, 1999.      
  
  (Note:  Unit 2 employees remained eligible to receive up 
  to 
  $110 for receipted lodging from April 1   November 1, 
  1999, in Alameda, San Francisco, Santa Clara and San 
  Mateo counties.  To receive reimbursement at this rate, 
  Unit 2 employees must have made three phone calls to 
  moderately priced hotels, chosen the lowest of the 
  three, and obtained advance supervisory approval (see 
  interim "Letter of Clarification" dated March 15, 1999).
  
  Business and Travel Expenses   Units 2 Only
  
  A.Lodging (Orange, Marin and San Diego) 
  
  The Unit 2 collective bargaining agreement permits 
  reimbursement up to $110 for receipted lodging in 
  Orange, Marin and San Diego counties.  To receive 
  reimbursement at the higher rate Unit 2 employees must 
  have called three moderately priced hotels, chosen the 
  lowest of the three, and obtained advance supervisory 
  approval.
  
  Departments may designate which particular supervisor(s) 
  within a Unit 2 employee's chain of supervision has 
  authority to approve higher cost lodging.
  
  Transportation Incentives   Units 2, 9, 10, 12, and 13 
  Only 
  
  The following supercedes PML 99-041 for Units 2, 9, 10, 
  12 and 13 as it pertains to commercial transportation 
  and vanpool subsidies.
  
  The change in transportation subsidy rates for Units 2, 
  9, 12 and 13 is effective July 1, 1999.  The change in 
  subsidy rates for Unit 10 is effective October 1, 1999.
  
  Employees who are otherwise eligible may submit travel 
  claims (1) for the higher rate; or, (2) the difference 
  between the old and new rate, if already reimbursed at 
  the prior rate.
  
  
  
  
  Linda Diane Buzzini
  Labor Relations Officer/Counsel