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Home My WebLink About09 Report 05-238 Annual Report on Trustee Expendituresr,2g (W 0 ML OTTAWA- CARLETON DISTRICT SCHOOL BOARD 25 October 2005 Report No. 05 -238 to Chairs' Committee Re: Annual Report on Trustee Expenditures ORIGINATORS: Joan Melancon, Assistant Secretary of the Board Michael Clarke, Chief Financial Officer PURPOSE: To report on trustee expenses for the period 1 September 2004 to 31 August 2005. BACKGROUND: 2. Policy P.003.GOV provides that itemized reports on professional development and constituency communications expenditures for each trustee shall be filed with the Board in public session, in October each year for the preceding fiscal year. STATUS: 3. In accordance with past practice, Trustees have been provided with a detailed breakdown of their expenses and have been asked to inform Board Services of any discrepancies. 4. Attached at Appendix A is the report for the period 1 September 2004 to 31 August 2005. Expenses charged to the Chair's Discretionary account are itemized in Appendix B. 6. The nature of each activity undertaken by individual trustees and its cost is outlined in Appendix C. 7. Telephone charges, office supplies and office equipment are charged to central accounts rather than individual trustee accounts. Travel expenses for Board members who are official board representatives for organizations such as OPSBA are charged to the Board's central business account. 8. Trustee teleconference expenses for participation in meetings are also reported annually. The expenses for the past year are in the amount of $501.33. 9. The carryforward of unspent funds remaining in trustee accounts to next year's budget was authorized by the Board at its meeting of 27 June 2005. The amount of individual trustee carryforwards is shown in the attached reports. Lorne M. Rachlis Director of Education/ Secretary of the Board 5i Annual Report on Trustee Expenses 1 September 2004 to 31 August 2005 2004 - 2005 Professional Development and Communications Budget Allocation - $7200 EXPENDITURES ("I * APPENDIX A NAME Carry Forward from Previous Year Total Budget includes Car onward Professional Development Communications Total Expenditure Carryforward Riley Brockin ton $219 $7,419, $2,930 $3,168 $6,098 $1,321 Bronwyn Funiciello $712 $7,912 $4,024 $816 $4,840 $3,072 Alex Getty $828 $8,028 $3,112 $0 $3,112 $4,916 Lynn Graham $134 $7,334 $2,477 $1,743 $4,220 $3,114 Margaret Lane $1,387 $8,587 $3,212 $3,990 $7,202 $1,385 Greg Laws $1,274 $8,474 $3,942 $224 $4,167 $4,307 Jim Libbey $3,013 $10,213 $0 $0 $0 $10,213 Norm MacDonald $3,997 $11,197 $0 $342 $342 $10,855 Sheryl MacDonald $2,510 $9,710 $5,999 $409 $6,408 $3,302 David Moen $3,117 $10,317 $3,231 $0 $3,231 $7,086 Lynn Scott $4,168 $11,368 $130 $83 $213 $11,155 Joan Spice $644 $7,844 $5,244 $1,873 $7,117 $727 Total i $22,0031 $108,403 $34,302 $12,649 $46,9511 $61,452 Pt Note: The GST rebate is not included in this report. As a result, the actual amount of the carryforwards will be slightly higher than indicated. Chair's Discretionary Budget September 1, 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT DISCRETIONARY BUDGET January 27/05 300PRD Expense Claim & Registration for OPSBA Public Education $1443.37 Symposium for Chair Lynn Graham - Janu 27 -29/05 — Toronto September 2/05 300PRD Travel expenses for OPSBA — $879.54 AGM for Trustee Joan Spice — London — June 9/11/2005 June 13/05 300PRD Travel Expenses for OPSBA — $917.65 AGM for Trustee Riley Brockington — London — June 9/11/2005 Total: $3240.56 r r yoo��ix c Riley Brockington- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT - RILEY BROCKINGTON May 17/05 300PRD 11 Registration for OPSBA — AG $401.25 - June 9 — 12 — London June 13/05 300PRD 11 Travel Expenses for OPSBA — $250.00 AGM — June 9 — 12 - London April 4/05 300PRD11 Travel Expense Claim $564.04 for OPSBA — Labour Relations Symposium — March 31 —April 2/05 — Toronto February 17/05 300PRD11 Registration for OPSBA — $454.75 Labour Relations Symposium — March 31 — April 2/05 - Toronto January 31/05 300PRD11 Travel Expense Claim for $746.51 OPSBA — Public Education Symposium — January 27- 29/05 - Toronto December 15105 300PRD11 Registration for OPSBA $513.60 Public Education Symposium January 27 — 29/05 - Toronto Total $2930.15 w Riley Brockington- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET — RILEY BROCKINGTON March 17/05 30000M011 Advertising in Ottawa- $234.41 News Publishing Company February 15105 30000M11 Annual contract and Business $1787.81 Cards for Ottawa News Publishing Company February 14/05 30000M 11 Carlington Community $60.00 Association — Associate Membership June 23/05 30000M11 Laurentian H.S. Final Grad $150.00 Bulletin Ad-Sponsor October 5/04 30000M11 Advertising in Ottawa Central $75.00 Park Community Association June 23/05 30000M 11 10 OCDSB Mugs $80.00 March 24/05 30000M11 Principals Breakfast $86.43 May 19/05 30000M11 Support for sponsorship of Arts $150.00 Night Program on April 28 at McGregor Easson P.S. April 13/05 30000M 11 Contribution to Victoria $100.00 Day Fireworks January 18/05 30000M 11 2 copies of Ripe For The $42.80 Picking for 2 Students January 3/05 30000M 11 Support for Outdoor Education 200.00 Trip for General Vanier P.S. December 21/05 30000M11 Greeting Cards $201.25 Total $3167.70 (W 4600, 460� r r Bronwyn Funiciello- Expenses for Period 1 September 2004 to 31 August 2005 DATE DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT - BRONWYN FUNICIELLO August 12/05 300PRD06 Travel Expense Claim for OPSBA- $255.36 AGM — June 12 & 13/05 - London May 12/05 300PRD06 Registration for OPSBA — AGM $529.75 June 12 & 13/05 — London June 2/05 300PRD06 Travel Expense Claim for $282.48 Companion for Public Education Conference — February 25 & 26/05 — Toronto June 2/05 300PRD06 PLRN Meeting — March 31 to $340.48 April 2/05 - Toronto May 24/05 300PRD06 OCASC Fall Conference $60.55 February 14/05 300PRD06 2005 Labour Relations Symposium — $454.75 March 31 — April 2/05 — Toronto February 2/05 300PRD06 Travel Expense Claim for $739.24 Public Education Symposium — January 27 to 29/05 - Toronto February 2/05 300PRD06 Registration for Public Education $513.60 Symposium — January 27 to 29/05 — Toronto February 21/05 300PRD06 Paper for Education Conference- $289.80 November 5 to 7/05 — North York January 3/05 300PRD06 Registration at Small School Summit - $558.33 November 25 to 27 — Cornwall Total $4024.32 �d W Bronwyn Funiciello- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BRONWYN FUNICIELLO June 29/05 30000M06 Support for Multicultural Dinner — Rideau H.S. $200.00 May 18/05 30000M06 Riverview Park Community Association $84.00 December 9/04 30000M06 6 advertisements in Vistas for $40.00 each $240.00 November 16/0 30000M06 Manor Park Chronicle — 5 advertisements $292.00 Total $816.00 (W (W (W ra9 Alex Getty - Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL 300PRD04 DEVELOPMENT BUDGET — ALEX GETTY April 28/05 300PRD04 Travel Expense Claim— $297.44 Leadership Conference — Kingston April 21 & 22/05 April 4/05 300PRD04 Travel Expense Claim— $803.80 Labour Relations Conference — Toronto —March 31 to April 2/05 February 14/05 300PRD04 Registration for — $454.75 Labour Relations Conference — Toronto — March 31 to April 2/05 January 30/05 300PRD04 Travel Expense Claim — $784.19 Public Education Symposium — Toronto — January 27 to 29/05 December 7/05 300PRD04 Registration for — $417.30 Public Education Symposium — Toronto — January 27 to 29/05 October 25/04 300PRD04 Travel Expense Claim— $354.42 Leadership Conference — Kingston October 20 & October 22/04 Total $3111.90 Alex Getty- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT ---]TOTAL COMMUNICATIONS 30000M04 BUDGET — ALEX GETTY Total: 1$0.00 4w, (W 44w r v Lynn Graham - Expenses for Period L September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT -LYNN GRAHAM June 14/2005 300PRD09 Expense Claim & Registration $978.81 for OPSBA — AGM - June 10 -12/05 — London April 21/05 300PRD09 Expense Claim for Leadership $181.73 Conference — April 21 -22/05 - Kingston March 31/05 300PRD09 Expense Claim — 2005 Labour $696.56 Relations — March 31- Apri12 /05 Toronto March 31/05 300PRD09 Registration for 2005 Labour $454.75 Relations — March 31 -April 2/0 Toronto October 22/04 300PRD09 Expense Claim — Leadership $165.60 Convention — October 20 -22/04 Kingston Total 1$2477.45 �d V Trustee Lynn Graham - Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET -LYNN GRAHAM October 4/04 30000M09 Website Housing and Maintenance For 2004/05 $492.20 Jul 7/05 30000M09 Glebe Report - June Ad $74.90 May 5105 30000M09 Glebe Report — April Ad $74.90 February 24/05 30000M09 Glebe Report- February Ad $74.90 January 3/05 30000M09 Glebe Report — December Ad $57.78 November 4/04 30000M09 Glebe Report — October Ad $57.78 Jul 7/05 30000M09 Image-Ad for June/July $95.00 May 9/05 30000M09 Image Ad for April/May April/May $95.00 March 1105 30000M09 Image Ad for February/March $95.00 January 17/05 30000M09 Image Ad for December/January $95.00 November 11/04 30000M09 _Image Ad for October/November $95.00 April 21/05 30000M09 The Oscar-April Ad $74.90 February 15/05 30000M09 The Oscar - February Ad —' /z price $37.45 January 7/05 30000M09 The Oscar - December Ad $74.90 September/04 30000M09 The Oscar-September Ad $74.90 January 26/05 30000M09 Perspectives-Vanier-December $86.67 September 28/04 30000M09 Perspectives-Vanier-August $86.67 Total: $1742.95 t, Le cwl � r r Margaret Lange- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT BUDGET - MARGARET LANGE April 21/05 30000M05 Registration for British Columbia School Trustees Association — Conference -March 31 to April 4/05 - Vancouver $561.75 April 6/05 30000M05 Travel Expense Claim for BCSTA — March 31 to Aril 4/05 - Vancouver $1200.23 January 3/05 30000M05 Registration for OPSBA January 27 to 30/05 - Toronto $417.30 February 15105 30000M05 Travel Expense Claim for OSPBA January 27 to 30/05 - Toronto $1032.96 Total $3212.24 U\) d Margaret Lange - Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET — MARGARET LANGE June 29/05 30000M05 Annual Advertising in $1787.81 The News April 28/05 30000M05 Woodroffe H.S. Band Trip $1050.00 March 10105 30000M05 Hospitality— Jim Watson $52.00 And Press Club March 2/05 30000M05 Support for Musical at $500.00 Woodroffe High School December 13/05 30000M05 Woodroffe Students — $600.00 Travel to National Geomatics Conference in Cal a ry Total $3989.81 (w (460, kov r A Greg Laws - Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT BUDGET — GREG LAWS August 23/05 300PRD07 Travel Expense Claim $186.76 — Small School Summit November 25 -27/05 - Cornwall August 24/05 300PRD07 Travel Expense Claim $701.18 OPSBA - Labour Relations — March 31 — April 2/05 - Toronto February 15/05 300PRD07 Registration — (Upgrade) $96.30 OPSBA — Labour Relations — March 31 — April 2/05 - Toronto February 15105 300PRD07 Registration — OPSBA — Labour $454.75 Relations — March 31 — April 2/05 — Toronto November 23/05 300PRD07 Registration — Small School Summit $558.33 And Nav Canada Conference — November 25 -27/05 — Cornwall September 13/04 300PRD07 Travel Expense Claim — Hotel $1217.35 • Airfare — NSBA — Technology • Learning Conference — October 25 -29 — Denver, Colorado September 1/04 300PRD07 Registration for NSBA — $727.54 Technology & Learning Conference - October 25 -29 — Denver, Colorado Total 1$3942.21 [a Greg Laws- Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET -GREG LAWS May 24/05 30000M07 Plaque for Os node Township H. $50.00 April 19/05 30000M07 Annual Renewal for Manotick Review $41.73 November 4/05 30000M07 Poppy Fund — Ottawa/ Eastview $65.00 September 14/05 30000M07 Toronto District School Board — Guidelines & Procedures $67.68 Total $224.41 Jim Libbey- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT BUDGET -JIM LIBBEY Total 1$0.00 w Jim Libbey- Expenses for Period 1 September 2004 to 31 August 2005 DATE I ASN I DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET — JIM LIBBEY L— _ 1 30000M02 I I Total 1$0.00 440 46W (601, r r r Norm MacDonald- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT BUDGET -NORM MACDONAL Total 1$0.00 Norm MacDonald - Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET - NORM MACDONALD September 13/04 30000M03 Barrhaven Independent Ad $171.20 August 8/05 30000M03 Manotick Messenger Ad $171.20 Total $342.40 4w ke 4w r r r Sheryl MacDonald- Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT — SHERYL MACDONALD August 24/05 300PRD08 Travel Expense Claim for $936.13 OPSBA -AGM from June 9 — 12/05 — London, Ontario May 13/05 300PRD08 Registration for OPSBA- $529.65 AGM - June 2005 — London, Ontario May 5/05 300PRD08 Travel Expense Claim for $1776.77 NSBA Conference from April 14 -17/05 — San Diego December 21/05 300PRD08 Registration for NSBA $868.42 Conference from April 14 — 17/05 — San Diego April 7/05 300PRD08 Travel Expense Claim for $794.59 Public Education Symposium January 27 - 29/05 — Toronto December 14/05 300PRD08 Registration for Public 417.30 Education Symposium — Janua 27 — 29/05 - Toronto November 11/04 300PRD08 Travel Expense Claim for $221.31 Leadership Conference October 20 — 22/04 — Kingston March 21/05 Registration for 2005 Labour $454.75 Relations Main Symposium March 31 — April 2/05 — Toronto Total 1$5998.92 V Sheryl MacDonald - Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET- SHERYL MACDONALD May 16/05 30000M08 Scholarship for Sir Wilfrid Laurier S.S. $200.00 April 6/05 30000M08 Luncheon Meeting $25.47 April 6/05 30000M08 Meeting with Student Trustees $33.76 June 14/05 30000M08 Trustee Award to Student at Sir Wilfrid Laurier H.S. $150.00 Total $409.23 (W (W, C r , 5a David Moen - Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESIONAL DEVELOPMENT - DAVID MOEN January 26/05 300PRD12 Travel Expense Claim $552.55 For OPSBA - Public Education Symposium — January 27 — 29/05 Toronto January 4/05/05 30ORD 12 Registration for OPSBA — Public $513.60 Education Symposium - January 27 -29/05 — Toronto October 10/04 300PRD12 Travel Expense Claim for $323.95 Building our Leadership Team — October 20 — 22/05 — Kingston May 12/05 300PRD12 Registration for OPSBA —AGM — $529.75 June 12 — 13/05 — London March 30/05 300PRD12 Registration for 2005 Labour $454.75 Relations Symposium — March 31 — April 2/05 — Toronto March 31/05 300PRD12 Travel Expense Claim for Labour $365.70 Relations Symposium — March 31 — April 2/05 - Toronto August 16/05 300PRD12 Registration for CASLT Conference $150.00 August 30/05 300PRD12 Travel expense Claim for UQAM $340.71 Workshop on Intensive French August 10 -12/05 - Montreal Total 1$3231.01 �i `y\ David Moen - Expenses for Period 1 September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS -DAVID MOEN 30000M 12 Total $0.00 (W Ll (601, Lynn Scott - Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL PROFESSIONAL DEVELOPMENT BUDGET -LYNN SCOTT October 22/05 300PRD01 Travel Expense Claim for OCDSB Leadership Conference in Kingston October 20, 21,22, 2004 $129.87 Total $129.87 Lynn Scott - Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS BUDGET -LYNN SCOTT May 5105 30000M01 Subscription to American School Board Journal $83.48 Total $83.48 (W (WI 46,01 r ell r Joan Spice - Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUN TOTAL PROFESSIONAL DEVELOPMENT -JOAN SPICE May 12/05 300PRD10 Registration for OPSBA -AGM $529.75 June 9 -11/05 — London May 18/05 300PRD10 Registration for CSBA -AGM $561.75 March 31 — April 3/05 — Vancouver May 18/05 300PRD10 Travel Expense Claim for CSBA- $939.26 AGM — March 31 -April 3/05 - Vancouver February 21/05 300PRD10 Travel Expense Claim for $108.00 Leadership Conference — April 21 -22/05 - Kingston February 1105 300PRD10 Registration for 2005 Public Education $513.60 Symposium — January 27 -29/05 - Toronto 300PRD10 Travel Expense Claim - $684.10 2005 Public Education Symposium - Janua 27 -29/05 - Toronto January 25/05 300PRD10 Travel Expense Claim - Small Schools $559.76 Summit — November 26/29/04 - Cornwall November 29/04 300PRD10 OPSBA Board of Directors $616.24 Meeting — October 1 -2/05- Toronto November 23/04 300PRD10 Registration & Hotel for Small Schools $558.33 Summit — November 26 /29 /04- Cornwall October 20/04 300PRD10 Travel Expense Claim for $173.60 Leadership Conference — October 20 -21/04 Total 1$5244.39 �v Joan Spice- Expenses for Period September 2004 to 31 August 2005 DATE ASN DESCRIPTION AMOUNT TOTAL COMMUNICATIONS JOAN SPICE January 26/05 30000M 10 Advertisements in local Newspapers from September/04 to January/05 $1089.67 August 31/05 30000M10 Advertisements in local Newspapers from January/05 To August/05 $782.99 Total $1872.66 to (W (40-11