Embed Size (px)
Citation preview
Name Penny Rae
Title Chief Information Officer
Location Calgary
Expenses submitted during the month of February 2016
MMM-YY
Source
Document Purpose Airfare Meals Accommodation
Other
Travel
Total
Travel
Professional
Development
(2)
Working
Sessions
Hosting and
Hospitality
(3)
Other
(4)
Feb-16 P-Card Meetings 20 705 473 1,198
Feb-16 Expense Claim Meetings 95 211 306
Feb-16 Direct Billing Meetings 1,723 1,723
Total 1,723$ 115$ 705$ 684$ 3,227$ -$ -$ -$
Total for
the Month $ 3,227
Maximum daily single meal expense claimed in the month 21$
Maximum daily base hotel rate claimed in the month 159$
Non economy air travel in the month -$
1) Travel expenses
Includes local and out of province/country travel expenses. Other travel includes items such as
taxis, parking mileage, car rental and other expenses related to travel.
2) Professional Development
Includes conference, seminar and course registration fees and material
3) Hosting and Hospitality expenses
Hospitality and Hosting expenses may be incurred to advance AHS' mission, vision and values. For example, may include working lunches with staff and prospective employees
meetings with government officials, dignitaries, public interest groups, donors other public or private organizations.
4) Other
Other expenses include expenses incurred in the normal course of business that are required for work purposes. May include small item technology purchases, books, etc.
5) Remuneration, Allowances Reported in the Financial Statements
Car allowance, honoraria, meeting fees, and any other employment benefits reported in the annual financial statements are excluded from this report.
Travel (1)
AHS Board and Executive Expense Report
March 2nd, 2016 TO WHOM IT MAY CONCERN: Re: Breakfast Receipt - $20.00 on February 10th
Receipt Not Issued ____________________ While attending a conference in Toronto in February, I ate breakfast at the Westin Prince Hotel on February 10th. The cost of the breakfast was $20.00, including tip. The meal was charged directly to my hotel bill with no separate receipt being issued. I am therefore unable to attach a receipt to my Cardholder Statement Report for this breakfast other than the hotel bill for my stay. I can attest as follows:
1. The expense was incurred and related to Alberta Health Services business;
2. The expense was not claimed previously; and,
3. A separate receipt for breakfast was not issued but rather the cost of breakfast was charged to the hotel bill for my stay.
Sincerely, Alberta Health Services
Penny Rae, P.Eng. Chief Information Officer
Information Technology 10101 Southport Road S.W., Calgary AB T2W 3N2 Tel: 403-943-2723
Email: [email protected] www.albertahealthservices.ca
AHS Public Disclosure Expense ClaimsClaimant Name Claimant Title Claimant
Location
Expense
Claim Total
RAE,
PENELOPE
Chief Information Officer Calgary 305.23
Expense Date Amount From
Location
To Location Justification # of
days
# of
Attendees
Attendee
Name(s)
Trip
Distance
1/22/2016 41.55 B/Fast/Lunch/Dinner .Attend the
following meetings in Edmonton on
January 22nd: (1) Work Stream / Action
Plan (2) ePeople Hosting Strategy (3)
Telecommunications Benchmarking and
(4) Continuity of Care Leaders Group
Strategy Session with Alta Health
1
1/28/2016 9.20 Breakfast .Attendance in Edmonton on
January 28th to attend all day Alberta -
Germany eHealth Symposium
1
2/5/2016 154.03
Calgary
3942 - 50A
Avenue,
Red Deer
Attendance in Red Deer on February 5th
to attend Joint Executive Team Meeting
between Alberta Health and AHS
1 305
2/5/2016 8.50 Parking at the Red Deer Regional Hospital
on February 5th while attending the Joint
Executive Team meeting between Alberta
Health and AHS
1
2/9/2016 48.00 Taxi to Toronto Hotel after meeting with
CIO of Toronto SickKids Hospital
1
2/9/2016 32.35 Lunch/Dinner.Travel to Toronto on
February 9th to attend Health Analytics for
Informed Decision Making: Health System
Use Summit and CIO Forum
1
2/12/2016 11.60 Lunch.Travel from Toronto to Calgary on
February 12th after attending Health
Analytics for Informed Decision-Making:
Health System Use Summit and CIO Forum
1
RHODES, DEBORAH Approve 25-Feb-16
Travel on February 12th from Toronto to
Calgary after attending Health Analytics
for Informed Decision-Making: Health
System Use Summit and CIO Forum
Meals Per
Diem
Approver(s) for the claim Approval Status Approval
Date
Travel to Toronto on February 9th to
attend Health Analytics for Informed
Decision Making: Health System Use
Summit and CIO Forum
Meals Per
Diem
Attendance in Red Deer on February 5th
to attend Joint Executive Team Meeting
Between Alberta Health and AHS
Mileage
Parking for Joint Executive Team
Meeting with Alta Health
AB - Other
Zones
Parking - Lot
or Parkade
Business reason Expense
Location
Expense Type
Taxi to hotel after meeting with CIO,
Toronto SickKids
ON Taxi
Attendance in Edmonton on January
22nd for a number of meetings as set
out in Justification
Meals Per
Diem
Attendance in Edmonton at Alberta -
Germany eHealth Symposium
Meals Per
Diem
Purpose of This Form:
The information will be used for public disclosure reporting.
Expenses Paid Directly to Third Party Vendors:
Examples include but are not limited to hotels, travel agencies, car rental agencies, conferences, courses and expenses reimbursed from a petty cash fund.
l Indicate whether you have expenses to report in this section for this reporting period:
Name : Reporting Period for the Month of :
Total Paid in the Month
Expense Report Direct Bill Summary
15-Jan-2016
l Copies of invoices and other relevant back up must be attached, approvals for hosting events/working sessions that exceeds $600 must be provided.
Direct Bill Report
25-Jan-2016 Direct Billing Airline TicketAirfare Calgary/Edm. Return January 27-28 to attend Alberta -
Germany eHealth Symposium
22-Jan-2016 Direct Billing Airline Ticket
Airfare Calgary/Toronto Return February 9-12 to attend Health
Analytics for Informed Decision Making: Health System Use Summit
and CIO Forum (TO BE REIMBURSED BY CANADA HEALTH
INFOWAY)
Marlin Travel
Marlin Travel
371.60 Marlin Travel
595.96
Direct Billing
18-Feb-2016
8-Feb-2016 271.62
Airline Ticket
Airfare Calgary/Edm. Return on Jan 22 to attend (1) Work Stream /
Action Plan (2) ePeople Hosting Strategy (3) Telecommunications
Benchmarking (4) Continuity of Care Leaders Group Strategy Session
355.04
Direct Billing Airline Ticket
1,722.73$
Direct Billing Airline TicketAirfare Calgary/Edm. Return on January 22 to attend AHS Senior
Leaders meetingMarlin Travel
Return flight from Edm. To Calgary on January 22nd changed to an
earlier flight due to change in location of meetingMarlin Travel 128.51
(i.e. accommodations, airline tickets, car rentals, hosting events and working sessions)
l Enter all expenses pertaining to professional development such as conferences and courses, etc.
l Enter all expenses paid by AHS not mentioned above.
l Information will be used for reporting purposes only.
l A personal cheque must be attached to cover expenses deemed ineligible.
The purpose of this form is to report expenses incurred on behalf of a designated Executive or an AHS Board Member and paid for by a third party vendor.
AHS may have established accounts with certain vendors used to book travel and other expenses that are billed directly to AHS.
It is mandatory to include in monthly reports these expenses that pertain to each member. AHS is required to disclose expenses for all
applicable receipts and back up must be attached.
l Enter all items related to expenses incurred while conducting AHS business and paid for via a third party vendor
January 21 to February 20, 2016
YES
Penny Rae
DD-MMM-YYYY Payment Method Category Description/Purpose of the Expense Name of Vendor Amount Paid
