Commute Programs

Commute Programs

The Commute Programs provide bicycle, mass transit and vanpool incentives to all eligible state employees. The goal of the Commute Programs is to reduce the number of vehicles on the road by encouraging employees to explore and use alternate means of transportation to commute to and from work. Fewer vehicles on the road means an improvement in air quality and less traffic congestion.

The state, as the employer, may establish and implement procedures and eligibility criteria for the administration of the incentives in the Commute Programs, including required receipts and certification of expenses. If you have specific questions about the Commute Programs, please contact your department for assistance.

Select a program below to view details and FAQs:

*For bargaining units with an existing Memorandum of Understanding (MOU), if the MOU contains commute program language that is in conflict with these policies, the MOU language shall be controlling.

Bicycle Commuter Program

Any active state employee whose salary is paid directly by the State of California is eligible to participate in this program. Employee participation in the program is voluntary.

The Bicycle Commuter Program is a taxable benefit administered by the California Department of Human Resources. This benefit is voluntarily provided by the State of California and encourages active state employees (employees) to consider bicycle commuting as a means of active transportation to and from their residences and places of employment. The Bicycle Commuter Program promotes health and wellness and sustainable commuting practices by encouraging employees to use bicycles as their primary means of commuting.

HR Manual section 1425 – Bicycle Commuter Program provides additional information about the Program, including the FAQs, forms, and an overview of the eligibility requirements and the claim submission process.

 

Bicycle Commuter Program Frequently Asked Questions

 

What is the Bicycle Commuter Program?

The Program is a taxable benefit administered by the California Department of Human Resources (CalHR). This benefit is voluntarily provided by the State of California and encourages active state employees (employees) to consider bicycle commuting as a means of active transportation to and from their residences and places of employment. The Program supports the California Department of Transportation’s “Toward an Active California State Bicycle and Pedestrian” plan to triple bicycling in the state between 2010 and 2020. CalHR administers this Program to:

  • Promote health and wellness, and sustainable commuting practices.
  • Defray some of the costs a bicycle commuter may incur.
Who can participate?

Any active state employee who meets the following eligibility criteria can participate:

  • You regularly use a bicycle for a substantial portion (at least 50 percent of the days you are scheduled to work in a calendar month) of your commute.
    • If you are an active fractional time base employee, you must commute by bicycle at least 50 percent of the days you are scheduled to work in a calendar month.
    • If you are an active intermittent employee, you must commute by bicycle at least 50 percent of the days you are scheduled to work in a calendar month.
  • The bicycle commuter benefit may be claimed by employees who combine using transit passes for a portion of their commutes with bicycling for a portion of their commutes.

Employees may change their participation in the Program on a monthly basis.

Is there a cost to participate?

No. You are not charged an administrative fee.

May I claim the bicycle commuter benefit if my commute combines bicycling with using public transit?

Yes. The bicycle commuter benefit may be claimed by employees who combine using transit passes for a portion of their commutes with bicycling for a portion of their commutes.

How often do I have to commute via bicycle in order to qualify for the bicycle commuter benefit?

You must use a bicycle for a substantial portion (at least 50 percent of the days you are scheduled to work in a calendar month) of your commute.

Full-time Employees

If you are a full-time employee scheduled to work every work day in a calendar month, you must commute via bicycle at least 11 days in that calendar month (21 day working month and 22 day working month).
Scheduled leave days (such as vacation, annual leave, or sick leave) count as days you are scheduled to work.

Sample Scenario – Eligible Full-time Employee

  • You are on vacation for one week (5 days) in June (22 day pay period).
  • You are on vacation for 5 days and work 17 days in June.
  • You commute via bicycle during 11 of the 17 of the days you actually work.
  • You have commuted via bicycle during 11 of the 22 of your scheduled work days in June.
  • You are eligible to participate in the Program.

Sample Scenario – Ineligible Full-time Employee

  • You are on vacation for three weeks (15 days) in June (22 day pay period).
  • You are on vacation for 15 days and work 7 days in June.
  • You commute via bicycle during 4 of the 7 of the days you actually work. 
  • You have only commuted via bicycle during 4 of the 22 of your scheduled work days in June.
  • You are not eligible to participate in the Program.

Less than Full-Time Employees

If you are a less than full-time employee, you must commute via bicycle at least 50% of the days you are scheduled to work in a calendar month.

I travel often for work. I commute via bicycle on the days I am scheduled to work in the office, but I do not commute via bicycle at least 50% of the days I am scheduled to work. Am I eligible to claim the bicycle commuter benefit?

 No, you must commute via bicycle at least 50% of the days you are scheduled to work in a calendar month.

I travel often for work. I commute via bicycle on the days I am scheduled to work in the office, but I do not commute via bicycle at least 50% of the days I am scheduled to work. Am I eligible to claim the bicycle commuter benefit?

Typically, state holidays do not count as days employees are scheduled to work. However, if your worksite is not closed during a state holiday and you are scheduled to work at your worksite on that state holiday, then that state holiday would count as a day you are scheduled to work.

Do scheduled leave days (such as vacation leave or annual leave) count as days employees are scheduled to work?

Yes, scheduled leave days count as days employees are scheduled to work.

Do sick days count as days employees are scheduled to work?

Yes, sick days count as days employees are scheduled to work.

How do I participate?

Document your bicycle commute on the self-certification claim form CalHR 873 – Bicycle Commuter Program Quarterly Self-Certification. Your signature on this form certifies that you meet the abovementioned eligibility criteria.

Is the bicycle commuter benefit taxable?

Yes. The $20 you are eligible to claim for each calendar month you participate in the Program is taxable.

What is the maximum amount I can claim?

If you are eligible to participate in the Program, you can receive $20 per calendar month, not to exceed $240 per calendar year. Please note this is a taxable benefit.

How do I submit a bicycle commuter benefit claim?

Follow the established process for your department.  Either submit your claim through CalATERS Global or submit a STD 262A -Travel Expense Claim Form (TEC). Your signature on CalHR 873 – Bicycle Commuter Program Quarterly Self-Certification certifies that you meet the above mentioned eligibility criteria.

Additional Instructions for Employees Submitting Claims via CalATERS
  • CalHR 873 – Bicycle Commuter Program Quarterly Self-Certification Claim Form should be entered as a “receipt” in CalATERS.

  • As CalHR recommends submitting Bicycle Commuter claims on a quarterly basis, employees who claim this benefit in CalATERS should select the Non-Travel form and should cover a 3-month period (e.g. July 1- September 30). However, the expense information should be entered separately for each month ($20 for each individual qualifying month, with a $60 total: $20 for July 1, $20 for August 1, and $20 for September 1).
Employee Responsibilities

Submit the following documents, in accordance with your department’s internal process, to your supervisor for review and/or approval:

Departmental Responsibilities

If your supervisor approves your claim, submit it to the Departmental Bicycle Commuter Program Coordinator (Departmental Program Coordinator) in your Accounting Office, or in accordance with your department’s internal process. Your Departmental Program Coordinator will:

If your Departmental Program Coordinator approves your claim, they​ shall follow your department’s internal process to issue your payment.

 

What happens if I submit a bicycle commuter benefit claim and I do not meet the eligibility criteria to participate in the Program?

Making a false claim to the State of California by knowingly presenting or knowingly causing to be presented an untrue statement to obtain payment or funds from the State of California is grounds for removal from participation in the program and could result in legal action, including, but not limited to, adverse action. If you make a false claim, you shall reimburse the state for funds you receive for your participation in this Program.

Is there a deadline for submitting bicycle commuter benefit claims?

Yes. Employees are required to submit claims by the end of the next quarter as follows:

  • January-March: Claims must be submitted by June 30
  • April-June: Claims must be submitted by September 30
  • July-September: Claims must be submitted by December 31
  • October-December: Claims must be submitted by March 31 of the following year
When will I receive my bicycle commuter claim check?

Payments Issued by SCO:

For departments that process TECs via CalATERS Global, payment is issued in the same manner as your payroll (direct deposit or warrant).  Once the form is approved by the department, CalATERS Global takes five business days to issue payment.

Payments Issued by Departments:

Departments may have internal processes which include issuing claim checks directly to you.

 

Whom do I contact to determine the status of my bicycle commuter benefit claim?

Contact your Accounting Office or your Departmental Program Coordinator.

Whom do I contact if my bicycle commuter claim check is lost or stolen?

Payments Issued by SCO:

Contact your Accounting Office or your Departmental Program Coordinator. They will contact SCO CalATERS for further information.

Payments Issued by Departments:

Contact your Accounting Office or your Departmental Program Coordinator.

Is there a complaint process?

Yes. You may dispute a denied claim to your department head or designee. Your department head or designee is the final approval authority for bicycle commuter benefits claims.

Is my department required to provide secure storage for my bicycle?

No. While departments are not required to provide secure storage for employee bicycles, CalHR encourages all participating departments to evaluate their facilities and budgets to see what, if any, options they may be able to provide for related amenities, including, but not limited to, secure bicycle storage. CalHR strongly encourages departments to provide all reasonably available amenities.

What happens if my bicycle is stolen from state property?

The state is not responsible or liable for the security of personal property.

If I live on-site, am I eligible to participate in the bicycle commuter program?

The bicycle commuter program is for employees who commute to work. Typically, employees who live on-site are not commuting to work.

Mass Transit and Vanpool Commute Program

Mass Transit Commute Program

The Mass Transit Commute Program allows eligible employees to receive an incentive for commute-related mass transit expenses.

HR Manual section 1602 – Mass Transit Commute Programopens in a new window provides additional information about the Mass Transit Commute Program, including the FAQs, forms, and an overview of the eligibility requirements and the claim submission process.

Vanpool Commute Program

The Vanpool Commute Program allows eligible employees to receive an incentive for commute-related vanpool expenses.

HR Manual section 1603 – Vanpool Commute Programopens in a new window provides additional information about the Vanpool Commute Program, including the FAQs, forms, and an overview of the eligibility requirements and the claim submission process. 

Mass Transit and Vanpool Commute Program Frequently Asked Questions

 

What is mass transit?

Mass transit includes rail, bus, or other commercial transportation or licensed public conveyance, unless superseded by MOU language.

What is a vanpool?

A vanpool must, at a minimum, meet the definition of a “commuter highway vehicle” in Internal Revenue Code (IRC) section 132(f), including seating capacity requirements, unless superseded by MOU language.

For example, there should be:

  • A minimum of four people (including the driver) in a seven seat vehicle.
  • A minimum of 8 people (including the driver) in a 14 seat vehicle.
Who can participate?

Any active state employee who uses public transit passes to commute to and from work and whose salary is paid directly by the State of California is eligible to participate in the Program.

Any active state employee who participates in a vanpool – using a vehicle meeting the minimum requirements of a “commuter highway vehicle” as defined in section 132(f)(5)(B) of the IRC – to commute to and from work and whose salary is paid directly by the State of California is eligible to participate in the Program.

Employees may change their participation in the Program on a monthly basis.

Is there a cost to participate?

There is no cost for eligible employees to participate in the Program.

May I claim the mass transit and vanpool commute incentive if my commute combines using mass transit and/or vanpool with bicycling to work?

Yes. The mass transit and vanpool commute incentive may be claimed by employees who combine using transit passes and/or vanpool for a portion of their commutes with bicycling for a portion of their commutes.

How do I participate?

According to your department’s internal policy, document your mass transit and/or vanpool commute and submit your reimbursement request.

Are Mass Transit and Vanpool Commute Program reimbursements taxable?

Mass Transit and Vanpool Commute Program reimbursements are not taxable if the reimbursement plan satisfies the Qualified Transportation Fringe Benefit (QTFB) requirements under section 132 (f) of the Internal Revenue Code (IRC). For more information on qualified transportation fringe benefits, please see SCO’s Payroll Procedures Manual section N 161 – Transportation Incentives.

How do I provide substantiation to my department for my commute-related mass transit and/or vanpool expenses?

According to your department’s internal policy, provide substantiation and certification of your commute-related mass transit and/or vanpool expenses – up to the applicable IRS maximum monthly exclusion amount – as provided in SCO’s PPM section N 161.2 , N 161.3, and/or N 161.3.2. For additional clarification regarding PPM section N 161, please contact SCO’s Personnel and Payroll Services Division (PPSD), Statewide Tax Support Program at PPSDSTSP@sco.ca.gov.

What is the maximum monthly amount I can claim for participating in the Mass Transit and Vanpool Commute Program?

Incentives for BUs 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, and 21 and all excluded employees, regardless of collective bargaining ID (CBID), unless superseded by current policy or MOU language:

CBID​​Effective DateVanpool Participant (Driver and Rider) ReimbursementMass Transit Rider Reimbursement
R01, R03,
R04, R06,
R07, R11,​
R12, R14,
R15, R17,
R19, R20,
R21, and
all
Excluded
employees,
regardless
of CBID,
not listed
below
October 1, 2023100% up to the monthly exclusion amount provided by the Internal Revenue Service (IRS)100% up to the monthly exclusion amount provided by​ the IRS
R02, S02,
and M02

R09, S09,
and M09

R18, S18,
and M18.
​October 1, 2022100% up to the monthly exclusion amount provided by the IRS​100% up to the monthly exclusion amount provided by the IRS
R05October 1, 2025100% up to the monthly exclusion amount provided by the IRS100% up to the monthly exclusion amount provided by the IRS
​R08, S08,
M08, and
related CEA*
positions
December 1, 2022100% up to the monthly exclusion amount provided by the IRS​100% up to the monthly exclusion amount provided by the IRS
R10​October 1, 2024100% up to the monthly exclusion amount provided by the IRS100% up to the monthly exclusion amount provided by the IRS
​​R13 and S13August 2, 2022100% up to the monthly exclusion amount provided by the IRS​100% up to the monthly exclusion amount provided by the IRS​
​​​R16​July 1, 2024​​100% up to the monthly exclusion amount provided by the IRS​100% up to the monthly exclusion amount provided by the IRS

* CEAs must be directly tied to BU 8.

What is the current maximum monthly exclusion amount provided by the IRS?
YearIRS Maximum Monthly Exclusion Amount
2026$340
2025$325
2024$315
2023$300
How do I submit a mass transit and/or vanpool claim?

Follow the established process for your department. Either submit your claim through CalATERS Global or submit a STD 262 (Travel Expense Claim)(TEC).

What happens if I submit a mass transit and/or vanpool claim and I do not meet the eligibility criteria to participate in the Program?

Making a false claim to the State of California by knowingly presenting or knowingly causing to be presented an untrue statement to obtain payment or funds from the State of California is grounds for removal from participation in the program and could result in legal action, including, but not limited to, adverse action. If you make a false claim, you shall reimburse the state for funds you receive for your participation in this Program.

How will I receive information about related updates that the State Controller's Office (SCO) makes to the California Automated Travel Expense Reimbursement System (CalATERS)?

In partnership with the policy guidance provided by CalHR, State Controller’s Office (SCO) configures CalATERS Global to accept changes related to the travel program.

To subscribe for CalATERS Global updates and letters, please visit: https://www.sco.ca.gov/calaters_global_letters_subscription.html

For information about changes related to the Mass Transit and Vanpool Commute Program in CalATERS Global, please reference CalATERS Global Letter #25-001 released on January 23, 2025 for specific processing information.

When will I receive my claim check?

Payments Issued by SCO

For departments that process TECs via CalATERS Global, payment is issued in the same manner as your payroll (direct deposit or warrant). Once the form is approved by the department, CalATERS Global takes five business days to issue payment.

Payments Issued by Departments

Departments may have internal processes which include issuing claim checks directly to you.

Whom do I contact to determine the status of mass transit and/or vanpool claim?

Contact your Department Accounting Office or your Departmental Program Coordinator.

I am a departmental accounting office. My department has employees in multiple bargaining units. How will I know which employees get the increased transit incentive?

Departments should identify which employees are eligible to receive the increased incentives in order to process the correct incentives. If necessary, please work with your departmental personnel office to determine employee eligibility for the increased incentives.

I am a departmental accounting office. My department uses a transit agency's online portal to process employee transit incentives. How do I process different transit incentive amounts for different employees in a transit agency's online portal?

Follow the established process for your department. Contact the transit agency for information about processing different incentive amounts for different employees. Transit agencies may allow departments to create an additional account to process the increased incentive.