Item D6
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: JULY 20. 2005 Division: TDC
Bulk Item: Yes --X- No - Department:
Staff Contact Person: Maxine Pacini
AGENDA ITEM WORDING:
Approval of a policy change to be reflected in the Monroe County Tourist Development Council
Operations Manual relating to Tourist Development Council Board Member TraveL
ITEM BACKGROUND:
TDC approved same at their meeting of March 8,2005.
PREVIOUS RELEV A.L~T BOCC ACTION:
CONTRACT/AGREEMENT CHANGES:
Amendment to IDC policy
STAFF RECOMMENDATIONS:
Approval
TOTAL COST: - BUDGETED: Yes -L No -
COST TO COUNTY: SOURCE OF FUNDS: TDC
REVENUE PRODUCING: Yes --.-X- No AMOUNT PER MONTH - Year
-
./1
APPROVED BY: County Arty --X- OMBlPupSJ;MfS' g -X- Ris :Management ~
;/ '~J;,1 )
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DIVISION DIRECTOR APPROVAL: ~ III r; \--l' /
'vV
(Harold Wheeler)
DOCUMENTATION: Included X Not Required_
DISPOSITION: AGENDA ITEM # D.(P
Revised 2/05
po/icies & Procedures
>> Continued
THE THIRD CENT ..BUDGET AND EXPENDITURES: It is the intent of the MCTDC and the
Board of County Commissioners, that third-cent revenues be for discretionary use, by the
district in which the revenue is raised, to enhance and support the specific tourism
development efforts of the district.
MCTDC recommendations, to the Soard of County Commissioners, for expenditure of third-
cent revenues shall, in all cases, be based upon the needs of the specific district, as
expressed by the district's designated representatives. The recommendations shall, in all
cases, represent a consensus of the council on the most cost-effective means of fulfilling the
district's expressed tourism-development goal.
It takes a two thirds vote by the TDC to release contingency funds in the Third Penny. 9/26/90
After the five percent contingency fund and three percent for administrative costs are set aside
from the total third-cent budget, the balance is divided, by district percentage, into five
separate district accounts. The funds in these accounts may be used by the respective
districts for any purpose allowed by Florida Statute 125.0104, that is consistent with the district
third-cent plan and the overall tourism development plan.
UTILIZATION OF THIRD PENNY ADMINISTRATIVE RESOURCES: After April 1st within
each fiscal year budget, a District Advisory Committee may recommend to the TDC the
utilization of Administrative Resources to be transferred to augment their District Advertising
Campaign for the balance of that fiscal year.
Any percentage changes resulting form the above transaction, will not be carried forward to
the next year's budget. The next year's budget will revert back to the original percentages
established and approved by the TDC. 5/12198
The District Advisory Committee shall address this issue as a separate item each fiscal year.
Since the Third Penny budQet is reserved for specific tourism development efforts of each of
the districts. the sace reserves the final decision as to approval or rejection of those efforts
on an individual basis.
TRADE SHOW/PROMOTIONAL TRAVEL: Defined as travel performed to domestic and
international trade shows, and other promotional opportunities, for the purpose of promoting
and advertising tourism to the Florida Keys and Key West. 10/25/90
Trade shows and promotions shall be attended by the Sales & Marketing Coordinator with
assistance, as required, provided by the Administrative professionals under contract to the
TDC.
Ordinarily, if TDC board members attend a trade show, they shall do so only as a board
member, for educational purposes. Board members travel will be limited to the State Of
Florida, continental United States, one TDC member per trade show event, andexpensesWifl
be charged to board member travel. If 3 membor of the TDC is a qualified trade show
Monroe County Tourist Development Council Operations Manual Section /I, Page 19
6/25/03
.,.-~
policies & Procedures
>> Continued
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Any repre~emtative~Cting QnPehalf of JOC ~tTDCtr~d~>.sh()w/prorn(itions.. who firid$,t
necessary..to jnCur.inddenUlleXP~Jl$~s.toenhflnp~ij)e""PC'$rePr~~p~ti()h~f.tPfJproJJl~tip~.
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(5)busjne6~daysfollm~Jingieturrit6()1fic;,alh03dquarters~ .... .... .......... '.' . .... '. .... '.' .
All invoices relatina to trade show/promotion expenditures shall bear the TOC's official
address;
P.O. Box 866; 1201 White St.. Suite 102
Kev West. FL 33041-3328.
UMBRELLA TRADE SHOW EVENTS PROCEDURES: TOC funding from the specific
Umbrella should be allocated to cover trade show registration and booth related costs and
also to cover the travel related expenses of up to two (2) umbrella professional representatives
to attend these promotional functions.
Wherein the travel and travel related expenses of the' representatives are covered under TOC
funding, the Umbrella shall ensure that no private business shall be promoted in the manner of
collateral, business cards, or other related business materials.
TOC sales staff will attend said show(s) on behalf of the TOC with appropriate expenses
coming from the TOG sales budget. (12i11i96)
Monroe County Tourist Development Council Operations Manual Section II, Page 20
6/25/03
Policies & Procedures
>> Continued
TRAVEL VOUCHERS:
The procedure for completion of travel vouchers is as follows:
1. Please type or print as clearly as possible.
2. Use mileage chart supplied in this manual by Monroe County. As of February 25. 2004
the State of Florida approved Travel Ordinance (004-2004) to increase mileage
allowance to 40~ per mile. Approved by the Governor of the State of Florida 2/25/04.
3. a. Meal reimbursement: (receipts not required)
(i) $6.50 if travel begins before 6:00 a.m. and extends beyond
8:00 a.m.
(ii) $13.50 if travel begins before 12:00 p.m. and extends
beyond 2:00 p.m.
(iii) $27.00 if travel begins before 6:00 p.m. and extends beyond
8:00 p.m.
4. Fill in back of voucher only if airline was used. Credit card vouchers are not acceptable
as receipts.
5. Complete original receipts and tickets must be provided. Credit card vouchers are not
acceptable as receipts.
6. A boarding pass must accompany voucher or a notarized statement that
(a) The airline did not provide one.
(b) The boarding pass was lost.
7. Amounts must be clearly legible on all receipts and tickets (dates also).
8. If there are no requests for hotel or meal reimbursements on any given travel day,
please explain.
9. Please attach any notes necessary to make processing as expeditious as possible.
10. Dates should clearly correspond to reimbursement requests from any given day.
Monroe County Tourist Development Council OperatJ"ons Manual Section II, Page 21
6/25/03
(- IHl[lO~IDA ~n~ &~[WlJJ
HO~RO[ (OUNTYTOURIST O{VllOPHOO COUN(ll
C~J+1B 0; Y(JI) ale~e
1201 White Street, Suite 102, Key West, Florida 33041 U.S.A.
(305) 296-1552 (305) 296-0788 (fax)
http://www.fla-keys.com sa/es@fla*keys.com
MEMORANDUM
DATE: February 25, 2005
TO: Monroe County Tourist Development Council
(- FROM: Harold Wheeler, TDC Director
RE: TOC Board Travel
Chairman Babich has suggested that one of the ways board members may be more involved in
understanding TOC operations is to travel to some of the sales trade shows. Board travel is
currently limited within the State of Florida.
The recommendation is to eliminate the restriction of travel by TOC board members within the
State of Florida and also eliminate the strike thr-oughs and add the verbiage so noted in italics
within the existing policy.
If a TOe board members attends a trade show, they shall do so only as a board member, for
educational purposes. Board member travel will be limited to the State of Florida continental
United States, one TDC member per trade show event, and expenses will be charged to board
member travel. If a member of the TDC is a qualifiod trade show professional. acting as TOe
tmde roprosontative, those expenses 'NiII be covered under trade show budget.
A TOC board member's travel would be requested and approved in advance by the TDe.
Expenso 'Iouchers must be submitted to the TDC Administrative Office within five (5) busino&s
days following roturn to official headquarters.