Proactive Disclosure of Expenses Overview · Tap to send itinerary to our App via phone: Our iPhone...
Transcript of Proactive Disclosure of Expenses Overview · Tap to send itinerary to our App via phone: Our iPhone...
Overview
Item # Amount
1. $845.46
2. $33.60
Item # Amount
3. $41.13
4. $40.96
5. $9.99
February 27, 28, 2019 Planned travel to Toronto to attend UniForum Conference was
cancelled due to severe snow storm.
March 13, 2019 Dinner meeting with staff members.
March 18, 2019 Parking while attending a meeting on behalf of the University.
Non-Travel ExpensesDate Description
March 7, 2019 Lunch meeting with staff member.
Proactive Disclosure of ExpensesLinda Dalgetty, Vice-President (Finance and Services)
For the period February 1, 2019 to March 31, 2019
January 17, 18, 2019 Travel to Edmonton to attend Senior Business Officers meeting.
Travel ExpensesDate Description
Detail for Travel Expenses
Airfare* Hotel Meal*** Other**** Total
$551.71 $116.76 $25.00 $33.60 $845.46
pages 3-10 page 14 Meal per
diem
page 4
Proactive Disclosure of Expenses
Travel Expenses-Item 1 Detail
Linda Dalgetty, Vice-President (Finance and Services)
For the period February 1, 2019 to March 31, 2019
Linda Dalgetty, Vice-President (Finance and Services)
Travel to Edmonton to attend Senior Business Officers meeting.
January 17, 18, 2019
Edmonton, Alberta
For
Description/Purpose
Date
Destination
Notes Airfare*: Booking Ref.: LHKBCV, YRVYBX
Other Transport**: Ground transportation while in Edmonton and parking at Calgary
airport.
Meal***: Meal per diem claimed (1 Dinner @ $25).
Other****: Travel Agency fee.
Type of Expense
Amount
Other Transport**
$118.39
pages 11-13Page Reference
Maritime Travel Business Travel Management
BESTEMPLOYER
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call collect 902-423-3806. Email: [email protected] (For more Immediate assistance please call)
MARITIME TRAVEL SUITE 100 7777 10 ST NE CALGARY, AB T2E 8X2 (403) 292-7474 www.maritimetravel.ca Tap to send Itinerary to our App via phone:
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Travel Arranger: ANGEL IVANCHUK
UNIVERSITY OF CALGARY s.17(1)
Itinerary
This is your Itinerary and Invoice.
Our ref# Invoice# Date Your Counsellor Account# Department
For: DALGETTY/LINDA
Web Check In: Air Canada - LHKBCV / WestJet - YRVYBX
Origin Calgary, AB
Destination Edmonton, AB
WestJet 155 Booing 737-700 Cabin Class B·Flex Calgary lnll Arp! (Calgary, Edmonton lnU Arpl
Depart Thu· Jan 17 09:15 PM
OU<alion 0:53
AB) (Edmonton, AB)
Remarks WINDOW SEAT WEST JET CONFIRMATION• YRVYBX
Air Canada 8155 Origin
(Opa,al<NJ by AIR CANADA EXPRESS - Edmonton, AB
DHCB Dash 8· JAZZ) Edmooton 1<111 Arpt
400 Cabin Class T-Eoooorny (Edmonton, AB)
Ou.ration 0:55
Remarks
TURBO PROPELLER PLANE USED ON THIS FLIGHT WINDOW SEAT AIR CANADA CONFIRMATION - LHKBCV
Destination Depart Calgary, AB Fri· Jan 18 Calgary Intl Arpl (Calgary, 05:25 PM AB)
V8NWOI
011199466 20 Dec 2018 JASON DIRKS
s.17(1)
833684 VICE-PRESIDENT FINANCE &
SERVICES VICE-PRESIDENT FINANCE AND SERVICES
Arrive Thu· Jan 17 10:08 PM
Arrive Fri· Jan 18 06:20 PM
Seat 04A
Seat 02A
12/20/2018 4:20:07 PM
Passenger Information
Passenger
Passenger
Booking Summary
Company
Company
Company
Company
Air Canada
WeslJet
Air Canada
WestJet
Purchase Summary
Amount due
DALGETIY/LINDA
DALGETIY/LINDA
WestJet AIRFARE - TKT 8382942364641
TAX ON AIRFARE INCLUDES 9.17 GST
TAX ON AIRFARE INCLUDES 49.12 OTHER
TAX ON AIRFARE
AIR CANADA AIRFARE - TKT 0142942364642
TAX ON AIRFARE INCLUDES 10.01 GST
TAX ON AIRFARE INCLUDES 37.12 OTHER
TAX ON AIRFARE
MARTVL NON-REFUNDABLE TRANSACTION FEE
TAX ON FEE (R103524823)
TOTAL DUE CAD
Baggage Information
For Air Canada Baggage Information click here.
For WestJet B,:1ggage lnformafion click here.
Airline Code AC
Nexus: Nexus Added!
Airline Code WS
Nexus: Nexus Added!
Ticket# 0142942364642
Ticket# 8382942364641
Booking Reference
Booking Reference
Loyalty#
LHKBCV
YRVYBX
s.17(1)
Loyalty#
Amount Paid s.17(1)
134.32 PYMT BY Vl1XXX
Dec 20 2018
PYMT BY XXXX->
58_29 Dec 20 2018
163.00 PYMT BY VI xxx;
TOTAL PAID CAD
47.13
32.00
1.60
$436.34
-210.13
-192.61
-33.60
$436.34
BALANCE CAD $0.00
Baggage charges may apply. Size/weight reslrictions vary between airlines. Excess charges may apply if exceeded.
Passengers may carry travel sized toilelries Or liquids 3.4 oz (100ml) Or less through securily check points. They must fit in a 1-quart sized clear
plastic zip-top bag. Visit www.Catsa-acsta.gc.ca
Reminders
Your Maritime Travel charges will show on your credit card statement similar to MT 11199465-9423646411234
MT= Maritime Travel
11199465 = invoice #
9423646411234 = ticket #
Important Travel Information
Non ref/change fees apply check In 90 min prior. Boarding may be denied if less than 45 mins valid government issued photo id required we recommend that you reconfirm your flights prior to
departure your reservation number with WestJet is yrvybx. WestJet contact phone number Is 1-800-538-5696. Your reservation number with Air
Canada is lhkbcv. Air Canada contact phone number is 1-888-24 7-2262. Please check in 90 minutes prior to departure. Late checkin may result
in the loss of seaUreservation check in cut off time is 45 minutes prior to departure. Government-Issued picture Id is required or two pieces of
2 12/20/2018 4:20:07 PM
, I
Maritime Travel Business Travel Management
MANAGED '"""" �'BEST I
JCOMPANIES ir-trbe, BESTEMPLOYER I"' .. RadiusTravel � 1,1.[MOO:
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Revised Travel Itinerary
Calgary-Edmonton Return to attend SBO Meeting
For Emergency Travel Services: For Canada & USA: please call 1-888-551-1181 or 902-423-3806. Outside Canada & USA:
call collect 9 02-423-3806. Email: [email protected] (For more immediate assistance please call)
MARITIME TRAVEL
SUITE 100 7777 10 ST NE CALGARY, AB T2E 8X2 (403) 292-7474 www.maritimetravel.ca Tap to send itinerary to our App via phone:
Our iPhone App I Our Android App
View Itinerary On: ViewTrip I Send Itinerary To: Tripi!
Click here to learn more about our Corporate Travel Program
Our ref# Invoice# Date Your Counsellor Account# Department
VSNWOI 111000494 18 Jan 2019
s.17(1)
833684 VICE-PRESIDENT FINANCE & SERVICES VICE-PRESIDENT FINANCE AND SERVICES
UNIVERSITY OF CALGARY s.17(1)
For: DALGETTY/LINDA
Itinerary
This is your Itinerary and Invoice.
Web Check In: Air Canada - LHKBCV / WestJet - YRVYBX
7( WestJet 155 Origin
Boeing 737-700 Calgary, AB Cabin Cl••• 6-Flex Calgaiy Intl Alpt (Calgaiy,
Duration 0:53 AB)
Remarks WINDOW SEAT WEST JET CONFIRMATION - YRVYBX
7( Air Canada 8157 Origin Edmonton, AB
DHCB Dash 8· (Operated by AIR CANADA EXPRESS -JAZZ)
•300 Cabin Class H·Economy
Duration 1 :01
Passenger Information Passenger
Passenger
Booking Summary Company Air Canada Company Company Company
WestJet Air Canada WestJet
Edmonton Intl Arpt (Edmonton, AB)
DAL GETTY/LINDA
DALGETTY/LINDA
Destination Edmonton, AB Edmonton Intl Arpl (Edmonlon, AB)
Destination Calgary, AB Calgary Intl Arpl (Calgary, AB)
Airline Code AC
Depart Thu· Jan 17 09:15 PM
Depart Fri· Jan 18 06:25 PM
Arrive Thu. Jan 17 10:08 PM
Arrive Fri· Jan 18 07:26 PM
Ticket # 014294236531 o exchanged from 0142942364642
Nexus: Nexus Added! Airline Code WS Ticket# 8382942364641 Nexus: Nexus Added!
Booking Reference Booking Reference Loyalty# Loyalty#
LHKBCV YRVYBX
s.17(1)
Seat 04A
Seat 05F
1 1/18/2019 4:03:06 PM
Purchase Summary
A mount due
AIR CANADA COST TO CHANGE AIRFARE • TKT 0142942365310 FROM 0142942364642
TAX ON CHANGE AIRFARE INCLUDES 7.09 GST/HST 7.09
MARTVL NON-REFUNDABLE TRANSACTION FEE
TAX ON FEE (R103524823)
TOTAL DUE CAD
Baggage Information
For Air Canada Baggage Information click here.
For WestJet Baggage Information click here.
Amount Paid
141.88 PYMT BY VI 44-XX:s.ll{l)
18 2019
PYMT BYCASH 0.00 TOTAL PAID CAD 0.00
$148.97
1n -148.97
0.00
$148.97 � t
BALANCE CAD $0.00
Baggage charges may apply. Size/weight restrictions vary between airlines. Excess charges may apply If exceeded.
Passengers may carry travel sized toiletries Or liquids 3.4 oz (100ml) Or less through security check points. They must fit in a 1-quart sized clear
plastic zip-top bag. Visit www.Catsa-acsta.gc.ca .
Reminders
Your Maritime Travel charges will show on your credit card statement similar to MT 11199465-9423646411234 MT= Maritime Travel 11199465 = invoice # 9423646411234 = ticket #
Important Travel Information
Non ref/change fees apply Check In 90 min prior. Boarding may be denied if less than 45 mins valid government issued photo Id required we recommend that you reconfirm your flights prior to departure your reservation number with WestJet is yrvybx. WestJet contact phone number is 1-800-538-5696. Your reservation number with Air Canada Is lhkbcv. Air Canada contact phone number is 1-888-247-2262. Please check in 90 minutes prior to departure. Late checkin may result in the loss of seal/reservation check in cut off time is 45 minutes prior to departure. Government-issued picture id is required or two pieces of government-issued id which show name/ date of birth/gender. This now includes passengers who appear to be between 12 and 17 years or age. For more information visit www.Passengerprotect.gc.ca/identity.html government issued photo id and etkt itinerary required for check in. Boarding passes required prior to entering security. Baggage charges may apply. For more info. Please visit westjet-www.westjet.com baggage allowance-specific size/weight restrictions vary belween airlines. Excess charges may apply if exceeded. Passengers may carry travel sized toiletries or liquids 3.4 oz (100ml) or less through security check points. They must fit in a 1 quart (11) sized clear plastic zip-lop bag. Visit www.Catsa-acsta.gc.ca . Airline policy· fare is not guaranteed until ticketed. This ticket is non refundable and non transferable. Changes are subject to fare upgrade and change fee. Missing your Hight without cancellation may result in the forfeiture of the value of your airline ticket. Wes!Jet ticket is not refundable. Changes are permitted for fare difference and taxes. This is an electronic ticket valid only on issuing airline. Air Canada will notify you of last minute night changes if you register your flights up to 30 days prior to departure. For more information visit www.AirCanada.Com/flightnotificalion non ref/change fees apply Check in 90 min prior. Boarding may be denied if less than 45 mins valid government issued photo Id required we recommend that you reconfirm your flights prior to departure
NOTICE
This receipt may be required al check in and must be presented to customs and immigration If requested. Carriage and other services provided 2 1/18/2019 4:03:06 PM
AIRPORT TAXI SERVICE
4608 101 ST.
(78089070i'Cl) EDMONTON AB
CARO *** *****
s.17(1)
CARD TYPE VISA
DATE 2019/01/17
TIME 1803 23:18:43
INVOICE# 913 RECEIPT NUMBER
C85046518-001-099-006-0
PURCHASE AMOUNT
TIP
TOTAL
$53.00
$9.54
$62.54
SCOTIABANK VISA
A0000000031010 BEEBE62A6E999689
0280008000-ESOO 5F07BF54A1E01698
0280008000-FSOO
APPROVED AUTH# 037706
THANK YOU
01-027
CARDHOLDER COPY
IMPORTANT - RETAIN THIS COPY FOR "' " 1 f •fWS
Co-op Taxi Line (780)425-2525
�ww.co-optaxi.com
TRANSACTION RECORD Terminal 808/66287794 Driver 37 64 19/01/18 07:56:09
Card: *, *,,,,,,, s.17(1)
SCOTIABANK VISA CHIP CARD
A0000000031010 0280008000 F800
Ref # 0010019910 C Auth # 019837
FARE
TIP
TOTAL
: $
: $
: $
PURCHASE 11. 00
5.00
16.00
APPROVED - THANK YOU (01-027)
IMPORTANT: Retain this
copy for your records
Customer Copy
Thank vou for chnosinq ... .,_ ,. tdv !
3
• UNIVERSITY OF�CALGARY
LOST RECEIPT DECLARATION FORM
2500 University Drive NW Calgary, Alberta T2N 1N4
Telephone (403)210-7279
This form is to be completed if you are unable to produce original receipts.
I, Linda Dalgetty , UCID# s.17(1)
hereby declare that I have either lost, never received or am unable to produce an
original receipt. I further declare that I have not and will not use this receipt (if found} to
claim reimbursement from any other source, or to support any claim for income tax
deductions in the future.
A detailed list of the goods and/or services purchased is as follows:
Vendor Name:
Vendor Address:
Vendor Phone:
Date of Purchase:
Amount of Purchase:
Calgary Airport
January 18, 2019
$39.85
Description of goods/services purchased:
Parking at Calgary Airport to attend Senior Business Officers Meeting in Edmonton,
January 18, 2019.
Rev 3 17/12/2014
Four Points by Sheraton Edmonton South 7230 Argyll Road Edmonton, AB T6C 4A6 Canada Tel: 780 465 7931 Fax: 780 469 3680
LINDA DALGETTY s.17(1)
Tax ID: 100094077RT0003 Four Points Ed YEGFP JAN-18-2019 07:46 JEFF bate Reference Description 17-JAN-19 RT514 Room Chrg - GRP 0TH
Page Number Guest Number Folio ID A rrive Date Depart Date No. Of Guest Room Number Club Account
17-JAN-19 RT514 Destination Marketing Fee 17-JAN-19 17-JAN-19 18-JAN-19
RT514 Tourism Levy RT514 GST VI Visa-9466 '**For Authorization Purpose Only••• xxxxxs.17(1)Date <..ooe 17-JAN-19
Authorized 036474
.. Total
250
••• Balance
Continued on the next page
FOUR�, POINTS BY SHERATON
Invoice# 480375 A 17-JAN-19 23:23 18-JAN-19 07:39 1 514
: s.17(1)
Charges (CAD) Credits (CAD) 104.00
3 .12 4.28 5.36
116.76 0.00
·116.76
-116.76
209170
Detail for Travel Expenses
Airfare Hotel Meal Other* Total
$0.00 $0.00 $0.00 $33.60 $33.60
page 18
Notes Airfare: Booking Ref.: LPSGKM
Other*: Travel Agency fee not refunded.
Type of Expense
Amount
Other Transport
$0.00
Page Reference
Planned travel to Toronto to attend UniForum Conference was cancelled due to
severe snow storm.
February 27, 28, 2019
Toronto, Ontario
For
Description/Purpose
Date
Destination
Proactive Disclosure of Expenses
Travel Expenses-Item 2 Detail
Linda Dalgetty, Vice-President (Finance and Services)
For the period February 1, 2019 to March 31, 2019
Linda Dalgetty, Vice-President (Finance and Services)
Detail for Non-Travel Expenses
Meals Total
$41.13 $41.13
page 21
Notes
Proactive Disclosure of Expenses
Non-Travel Expenses-Item 3 DetailLinda Dalgetty, Vice-President (Finance and Services)
For the period February 1, 2019 to March 31, 2019
Linda Dalgetty, Vice-President (Finance and Services)
Lunch meeting with staff member, Dalgetty plus 1.
March 7, 2019
Calgary, Alberta
For
Description/Purpose
Date
Destination
Type of Expense
Amount
Other
$0.00
Parking
$0.00
Page Reference
Kinjo Sushi & Grill Dalhousie
415 5005 Dalhousie Dr. NW Calgary AB T3A 5R8 GST#:801448655 RTOOOl Phone#: 403 452 8389 Fdx#: 403 452 8932
2 Custs
Check:796618 Table:B3 Server:Jennifer 13 K 03/07/19 12: 14pm
1 Kinjo Reward Stamp 999 LOVE FRM KINJO
1 Cranberry Juice 1 Tea 1 A Chk Fried Rice 1 Ter1yaki Chk 1 f CALIFORNIA ROLL 1 g DYNAMITE ROLL 1 ,Av9cado Temp
. J Shr1mp Temp
$0.00 $0.00 $3.10 $1.50 $5 .40 $5.40 $3.90 $3.90 $4.40 $5.60
Subtota 1: Tax::
Sub w/Tax: Tota 1 :
$33.20 $1 .66
$34.86 $34.86
Thank you for coming! There are no words to shm�
How much we love you �/in $20 GIFT CARD with our STAMP ME App
Download the app for FREE
KINJO SUSH AND GRILL LT 415 5005 DAUiOUSIE ORN
CALGARY, AB. T3A 5R8 403-452-8389
SALE
Server #: 000013 JENNIFER
REF#: 00000004 Batch #: 328 03/07119
APPR CODE: 043557
Trace: 4
VISA .-... .. ,.�.,s.17(1)
AMOUNT TIP TOTAL
APPROVED
SCOTIABANK VISA AID: A0000000031010
TVR: 00 80 20 80 00 TSI: FC 00
12:30'.22
Chip .. , ...
$34.86 $6.27
$41.13
THANK YOU / lv'ERCI
I I I I I I I I I I
I I I I I I I I I I I I I I I I
Detail for Non-Travel Expenses
Meals Total
$40.96 $40.96
page 23
Other
$0.00
Parking
$0.00
Page Reference
Notes
Proactive Disclosure of Expenses
Non-Travel Expenses-Item 4 DetailLinda Dalgetty, Vice-President (Finance and Services)
For the period February 1, 2019 to March 31, 2019
Linda Dalgetty, Vice-President (Finance and Services)
Dinner meeting with staff members, Dalgetty plus 3.
March 13, 2019
Calgary, Alberta
For
Description/Purpose
Date
Destination
Type of Expense
Amount
I.hi 111 I J �t I l\lllNl,l·
1
#4 Matt B
03i13/2019 06: 46 PM 3'1446
# Item ·1 Side Caesar Salad
* Add Chicxen
Steak Sandwich·1 Steak Sandvvich1 Bocconcini Salad
"Add Salmon ---·------- - -·
Subtotal Tax Discount
Price 6.00
5.00
16.50 16.50 ·15 00
6.00
65.00
1.63 -32.50
Total $ 34.13 ---
Thank you! Please pay your server
Follow us on Facebook and Twitter www.lastdefencelounge.ca
Last Defence Lounge 2500 University Dr. NW350 MSC. T2N 1 N4 Calgary, Alberta ( 403)220-7973
Cl-·A.UlJ.'...l l \111uu,.11·J
THE LAST DEFENCE2500 UNIVERSITY DR NW
UN/ CALGARY AB
CARD • • * • ·• • • � • • s.17(1)
CARD TYPE
DATE
TIME
VISA 2019/03/13
2780 18:48:19SERVR ID
CHECK#
TABLE #
RECEIPT NUMBER
1950
31446
1
C82047768-001-o41_038_0---------------
PURCHASE
AMOUNT
TIP
TOTAL
$34. 13
$6.83
$40.96 -------
SCOTIABANI< VISAA0000000031010E24460582ACOCOE2oosooo8ooo-EaooB857E5FA069414120080008000-FSOO
APPROVED
--------
AUTH# 062552 o1_027 THANK YOU
CARDHOLDER COPY
IMPORTANT - RETAIN THISCOPY FOR YOUR RECORDS
Detail for Non-Travel Expenses
Meals Total
$0.00 $9.99
Type of Expense
Amount
Notes
Other
$0.00
Parking
$9.99
page 25Page Reference
Parking while attending a meeting on behalf of the University.
March 18, 2019
Calgary, Alberta
For
Description/Purpose
Date
Destination
Proactive Disclosure of Expenses
Non-Travel Expenses-Item 5 DetailLinda Dalgetty, Vice-President (Finance and Services)
Linda Dalgetty, Vice-President (Finance and Services)
For the period February 1, 2019 to March 31, 2019
Angel lvanchuk
From: Linda Dalgetty
Sent:
To:
March 18, 2019 10:41 AM
Angel lvanchuk
Subject: Fwd: ParkPlus Virtual Pay Machine Receipt
For my expenses. Linda
Linda Dalgetty Vice President Finance & Services University of Calgary
Sent from my iPhone
Begin forwarded message:
From: Calgary Parking Authority <[email protected]> Date: March 18. 2019 at 9:00:49 AM MDT Tt11(1J
Subject: ParkPlus Virtual Pay Machine Receipt
Order Information:
Order Date:
Receipt Number:
Total Amount:
Zone Number:
License Plate:
Duration:
Email Address:
Payment Information:
Bank Auth Number:
Bank Transaction Id:
Card Type:
Name on Card:
Company Information: CPA Virtual
(403)537-7000
GST number:
2019-03-18 9:00:40 AM
380854
9.99 CAD
2326 s.17(1)
2019-Mar-18 08:58 to 2019-Mar-18 11:21s.17(1)
080674
10420855
VI
Linda dalgetty
620 9th Avenue SW
Calgary AB, T2P 1 L5,CA
119457869
Thank you for using Parkplus Virtual Pay Machine. Keep this email as your official receipt.
If you need any assistance, you can email us at [email protected].
Sincerely,
1