Expense Reimbursement Data

The following is a summary of the "Expense Reimbursement" data provided by PCM. If you haven't done so, review the CC&R, Legal Actions and Credit Card charges as a prerequisite to this page.

HISTORY & BACKGROUND:

After viewing the Credit Card charges by PCM Staff, a resident request for the Expense Reimbursement records has revealed that these charges permeate PCM.

The data below contains various samples and summaries of these Expense Reimbursement charges in chronological order as they are disclosed:

See samples of resident inputs to the GRF request for updating the Expense Policy & Guidelines. (Items 7-14 Below).

1. Definition of Divisions and Work Centers
2. Account Number Definitions
   
3. Finance (3XX) & Human Relations (7XX) Divisions Data
• Raw Data copied from Expense Reimbursement Request
• Sorted by CD and Work Center
• Sorted by Account Code
• Sorted by Safety Account Code
• Sorted by Work Code and Account
• Sorted by Grundke Assigned Code = All
• Sorted by Grundke Assigned Code = Food
• Sorted by Grundke Assigned Code = Food (Selected Entries)
• Sorted by Grundke Assigned Code = Incentives
4. Follow the Money Trail RV Mtg 7/5/7 (Power Point Presentation)
• PDF File of 7/5/7 Power Point Presentation
5. Follow the Money Trail RV Mtg 7/19/7 (Power Point Presentation)
• PDF File of 7/19/7 Power Point Presentation.
6. Laguna Woods Village website article on subject
7. Letter to the editor by Karen Shareff concerning Draft by PCM. (7-22-7)
8. Draft of Expense Policies submitted by PCM to GRF for review. (7-24-7)
9. Email from M Curtis referencing the Draft by PCM. (7-25-7)
10. N Robinson email (7/26/7)
11. C Grundke email - Suggested Guidelines (7-27-7)
12. L Skogen Letter to Boards (7-28-7)
13. M Curtis email - (7-29-7)
14. M Curtis - Suggested Guidelines (7-29-7)