Claiming Instructions for Local Agency Ethics
On January 3, 2013, the State Controller’s Office released claiming instructions for the new State Mandate Reimbursement program called Local Agency Ethics. For the purposes of state mandate reimbursement, only those general law counties and those eligible special districts that are subject to the tax and spend provisions of Articles XIIIA and XIIIB of the California Constitution, and who provide reimbursement of expenses to members of their legislative bodies for those activities listed as reimbursable, are eligible claimants.
Local Agency Ethics Reimbursement Limitations
The reimbursable activities are limited and related to transparency and ethics training for members of the legislative bodies of local agencies. Specifically, it addresses the policy making, reporting, record keeping, ethics training, and notice requirements imposed on local agencies if they provide any type of compensation, salary, or stipend to a member of a legislative body, or provide reimbursement for actual and necessary expenses incurred by a member of a legislative body in the performance of official duties.
This new mandate will allow those eligible claimants to seek reimbursement back to FY 2006/2007 through 2011/2012. These initial claims will be due to the State Controller’s Office on May 3, 2013.
Pertinent Statutes Reimbursable Activities:
– Gov. Code Section 53232.2(b) Adopt a written policy, in a public meeting specifying the types of occurrences that qualify a member of the legislative body to receive reimbursement of expenses relating to travel, meals, lodging and other actual and necessary expenses.
– Gov. Code Section 53232.3(a) Provide expense report forms.
– Gov. Code Section 53235(a) Provide information on training courses to meet the ethics training requirements imposed by this mandate to its local officials at least once annually.
– Gov. Code Section 53235.2(a) Maintain training records, inclusive of training date and training provider, for five years.
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