Transparency Reporting For the two months ending October 31, 2014

Transparency Reporting
For the two months ending December 31, 2014
Transparency Reporting
For the two months ending October 31, 2014
The following document is intended to improve accountability and transparency through the
disclosure of information on expenses related to AESO executives. Disclosed expenses are defined
as costs incurred in the course of AESO business for transportation, accommodation, meals and
incidentals for these individuals.
I certify that all of the following costs represent the reimbursement or company paid expenses for the following
AESO executives. I have reviewed all supporting documentation in preparation of this summary.
The AESO will make available copies of supporting documentation upon request to [email protected].
Todd Fior,
Vice President, Finance
Posted: January 29, 2015
Page 1
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for David Erickson, President and CEO
Expense
Category
Meals
Airfare
Description
Purpose:
Business Lunch Meeting
Attendees:
David Erickson and Steve McDonald (Alberta Government)
Venue:
Vintage Chophouse
Date:
November 6, 2014
Purpose:
Business Meeting - Alberta Government
Amount
1
Claim
Reference
$51.45
1
$495.00
2
$60.63
3
$231.28
4
$12.38
5
$10.00
6
$55.14
7
$27.00
8
$2,000.58
9
Destination: Calgary to Edmonton (return)
Ground
Transportation
Accommodations
Meals
Ground
Transportation
Ground
Transportation
Parking
Meals
1
Date:
December 2 to 3, 2014
Purpose:
Business Meeting - Alberta Government
Details:
Taxi – Edmonton Airport to Hotel
Date:
December 2, 2014
Purpose:
Business Meeting - Alberta Government
Venue:
The Westin - Edmonton
Details:
Hotel Room
Date:
December 2, 2014
Purpose:
Business Meeting - Alberta Government
Detail:
Breakfast - Allowance
Date:
December 3, 2014
Purpose:
Business Meeting - Alberta Government
Details:
Taxi – Hotel to Legislature
Date:
December 3, 2014
Purpose:
Business Meeting - Alberta Government
Details:
Taxi – Legislature to Edmonton Airport
Date:
December 3, 2014
Purpose:
Business Meeting - Alberta Government
Details:
Parking Fees at Calgary Airport
Date:
December 3, 2014
Purpose:
AESO Executive Dinner
Attendees:
David Erickson, AESO Executives, Spouses
Venue:
Calgary Petroleum Club
Date:
December 13, 2014
Cost amounts do not include Goods and Services Tax (GST)
Posted: January 29, 2015
Page 2
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Todd Fior, Vice President Finance
Expense
Category
Airfare
Description
Purpose:
Business Meeting - Vancouver
1
Amount
Claim
Reference
$570.48
1
$26.74
2
$38.00
3
$34.29
4
$962.82
5
$34.29
6
$38.00
7
$102.74
8
Destination: Calgary to Vancouver (return)
Ground
Transportation
Date:
November 20 to 23, 2014
Purpose:
Business Meeting - Vancouver
Details:
Calgary Airport to Home (return)
Mileage in accordance with AESO policy of 45¢ per kilometer
Ground
Transportation
Meals
Accommodations
Meals
Ground
Transportation
Parking
Posted: January 29, 2015
Date:
November 20, 2014
Purpose:
Business Meeting - Vancouver
Details:
Taxi – Vancouver Airport to Hotel
Date:
November 20, 2014
Purpose:
Business Meeting - Vancouver
Detail:
Dinner - Allowance
Date:
November 21, 2014
Purpose:
Business Meeting - Vancouver
Venue:
Fairmont - Vancouver
Details:
Hotel Room
Date:
November 20 to 22, 2014
Purpose:
Business Meeting - Vancouver
Detail:
Dinner - Allowance
Date:
November 22, 2014
Purpose:
Business Meeting - Vancouver
Details:
Taxi – Hotel to Vancouver Airport
Date:
November 23, 2014
Purpose:
Business Meeting - Vancouver
Details:
Parking Fees at Calgary Airport
Date:
November 23, 2014
Page 3
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Heidi Kirrmaier, Vice President Regulatory - no expenses submitted
Expense
Category
Posted: January 29, 2015
Description
Page 4
1
Amount
Claim
Reference
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Miranda Keating Erickson, Vice President Operations
Expense
Category
Ground
Transportation
Description
Purpose:
Calgary Meeting
Details:
Mileage within Calgary
1
Amount
Claim
Reference
$10.21
1
$27.09
2
$10.00
3
Mileage in accordance with AESO policy of 45¢ per kilometer
Meals
Ground
Transportation
Posted: January 29, 2015
Date:
November 13, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Miranda Keating Erickson, Derek Major, Murray Mueller
Venue:
Marcello’s
Date:
November 13, 2014
Purpose:
Calgary Meeting
Details:
Taxi - within Calgary
Date:
November 20, 2014
Page 5
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Michael Law, Vice President Market
Expense
Category
Meals
Airfare
Description
Purpose:
Internal Lunch Meeting
Attendees:
Michael Law, Nicole LeBlanc, Ketan Lakhani, LaRhonda
Papworth
Venue:
Prego Cucino
Date:
November 17, 2014
Purpose:
Business Meeting
1
Amount
Claim
Reference
$95.85
1
$539.60
2
$7.75
3
$2.75
4
$263.77
5
$53.25
6
$54.15
7
$64.76
8
$96.12
9
$32.20
10
Destination: Calgary – Vancouver; Victoria - Calgary
Ground
Transportation
Ground
Transportation
Airfare
Date:
November 21 to 23, 2014
Purpose:
Business Meeting – Morgan Stanley
Details:
Transit – Vancouver Airport to Business Meeting
Date:
November 21, 2014
Purpose:
Business Meeting – Morgan Stanley
Details:
Transit – Business Meeting to Vancouver Airport
Date:
November 21, 2014
Purpose:
Business Meeting – BC Hydro
Destination: Vancouver to Victoria
Date:
Ground
Transportation
Ground
Transportation
Meals
Accommodations
Parking
Posted: January 29, 2015
November 21, 2014
Purpose:
Business Meeting – BC Hydro
Details:
Taxi – Victoria Airport to Business Meeting
Date:
November 21, 2014
Purpose:
Business Meeting – BC Hydro
Details:
Taxi – Business Meeting to Victoria Airport
Date:
November 21, 2014
Purpose:
Business Meeting – BC Hydro
Detail:
Full Day - Allowance
Date:
November 21, 2014
Purpose:
Business Meeting – BC Hydro
Venue:
Victoria Airport Travelodge
Details:
Hotel Room
Dates:
November 21, 2014
Purpose:
Business Meeting
Details:
Parking Fees at Calgary Airport
Date:
November 21 to 22, 2014
Page 6
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense
Category
Meals
Posted: January 29, 2015
Description
Purpose:
Business Lunch Meeting
Attendees:
Michael Law, Evan Bahry (IPPSA)
Venue:
Essence, The Westin
Date:
December 19, 2014
1
Amount
$68.92
Page 7
Claim
Reference
11
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Bill Baker, Vice President Information Technology
Expense
Category
Meals
Meals
Posted: January 29, 2015
Description
Purpose:
Internal Lunch Meeting
Attendees:
Bill Baker, AESO staff (18)
Venue:
The Keg
Date:
December 12, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Bill Baker, Jeff Nicholls, Neil Makaroff, Ron Elder, Mayank
Pandya
Venue:
The Keg
Date:
December 15, 2014
Page 8
1
Amount
Claim
Reference
$507.40
1
$146.38
2
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Greg Retzer, Vice President Transmission Project Delivery
Expense
Category
Accommodations
Meals
Parking
Ground
Transportation
Description
th
Purpose:
13 Transmission & Distribution Summit – Las Vegas
Venue:
Red Rock Hotel – Las Vegas
Details:
Hotel Room
Dates:
November 1 to 3, 2014
Purpose:
13 Transmission & Distribution Summit – Las Vegas
Details:
Various Meals – Allowance
Date:
November 1 to 4, 2014
Purpose:
13 Transmission & Distribution Summit – Las Vegas
Details:
Parking Fees at Calgary Airport
Dates:
November 1 to 4, 2014
Purpose:
Business Meeting – Alberta Government
Details:
Calgary to Edmonton (return)
th
th
1
Amount
Claim
Reference
$271.58
1
$174.51
2
$103.74
3
$255.42
4
$12.38
5
$14.29
6
$16.47
7
$121.15
8
$16.15
9
Mileage in accordance with AESO policy of 45¢ per kilometer
Meals
Parking
Meals
Meals
Parking
Posted: January 29, 2015
Date:
November 7, 2014
Purpose:
Business Meeting - Alberta Government
Detail:
Breakfast - Allowance
Date:
November 7, 2014
Purpose:
Business Meeting - Alberta Government
Details:
Parking Fees in Edmonton
Date:
November 7, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Greg Retzer, Sami Abdulsalam
Venue:
Marcello’s
Date:
November 12, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Greg Retzer, Fred Ritter, Peter Bahr, Dipa Birdi
Venue:
The Keg, Westin
Date:
November 20, 2014
Purpose:
AESO Stakeholder Event
Details:
Parking Fees
Date:
December 9, 2014
Page 9
Confidentiality: Public
Transparency Reporting
For the two months ending December 31, 2014
Expense claims for Jerry Mossing, Vice President Transmission Planning and Performance
Expense
Category
Meals
Meals
Meals
Meals
Airfare
Description
Purpose:
Internal Lunch Meeting
Attendees:
Jerry Mossing, Ata Rehman, Ebrahim Rahimi
Venue:
Essence, The Westin
Date:
October 24, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Jerry Mossing, Heidi Kirrmaier, Greg Retzer
Venue:
Marcello’s
Date:
October 31, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Jerry Mossing, Ata Rehman, Ebrahim Rahimi
Venue:
Kabuko
Date:
November 11, 2014
Purpose:
Internal Lunch Meeting
Attendees:
Jerry Mossing and John Kehler
Venue:
Marcello’s
Date:
November 17, 2014
Purpose:
Transmission Facilities Cost Monitoring Committee Meeting
1
Amount
Claim
Reference
$114.50
1
$19.52
2
$60.20
3
$17.67
4
$406.79
5
$36.91
6
Destination: Calgary to Edmonton (return)
Meals
Posted: January 29, 2015
Date:
November 21, 2014
Purpose:
AESO Stakeholder Event
Details:
Parking Fees
Date:
December 9, 2014
Page 10
Confidentiality: Public