Common use of Expenditure Management Clause in Contracts

Expenditure Management. (a) If, at the end of the 2018/2019 Academic Year, (i) The Total Expenditure is at least $200,000 greater than the Actual Expenditures, the difference between them minus a contingency of 1% will be distributed in accordance with the Memorandum of Agreement Re: Professional Expenses Benefit and the 1% contingency will be added to the Total Expenditure for the proceeding Academic Year; (ii) The Total Expenditure exceeds the Actual Expenditures by less than $200,000, the surplus amount will be added to the Total Expenditure for the following Academic Year; or (iii) The Actual Expenditures exceed the Total Expenditure, the over-expenditure will be ameliorated by: (A) Adding the Reserve Funds to the Total Expenditure; and, if necessary; (B) Subject to Article 21.05(b) below, reducing the call payment rates commencing as close as practicable to the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (b) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(a)(iii) above, as soon as practicable. If a reduction to the call payment rates is proposed, within 15 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (c) Subject to Article 21.05 (e) below, the following provisions take effect at the start of the 2019/2020 Academic Year, and apply for the 2020/2021 Academic Year and the 2021/2022 Academic Year: (i) At the conclusion of the first half of the Academic Year, HEABC will determine the call payment rates for the following Academic Year. If the Projected Actual Expenditures exceed the Total Expenditure by more than $200,000, subject to Article 21.05(d) below, the projected over-expenditure will be ameliorated by: (A) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (B) Reducing the call payment rates commencing at the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (ii) If, at the end of an Academic Year, (A) The Total Expenditure is at least $200,000 greater than the Actual Expenditures, the surplus amount minus a contingency of 1% will be added to the Additional Call Funds for the following Academic Year and the 1% contingency amount will be added to the Total Expenditure for the following Academic Year; (B) The Total Expenditure is no more than $200,000 greater than the Actual Expenditures, the surplus amount will be applied to the Total Expenditure for the following Academic Year; or (C) The Total Expenditure is less than the Actual Expenditures, the over- expenditure will be ameliorated by: (1) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (2) Deducting the over-expenditure from the Total Expenditure for the following Academic Year. (d) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(c)(i) above, prior to the commencement of the upcoming Academic Year, as soon as practicable following the University of British Columbia’s determination of the number of Residents enrolled in the Residency Programs for the upcoming Academic Year. If a reduction to the call payment rates is proposed, within 30 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (e) Any Reserve Funds remaining at the conclusion of the 2020/2021 Academic Year will be paid out as part of the Professional Expense Benefit for that Academic Year. (f) The following provisions apply for the duration of the term of the Collective Agreement: (i) The Employer has the right to audit the call data at the level of individual Resident and/or administrative processes for which RDBC has responsibility. (ii) In order for HEABC to determine if a reduction to the call payment rates is warranted for an Academic Year in accordance with Article 21.05(a)(iii) or Article 21.05(c)(i) above, RDBC will provide HEABC with a record of all claims submitted for payment by Residents and paid out by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block. RDBC will also provide HEABC with a record of all claims submitted for payment by Residents that were rejected for payment by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block.

Expenditure Management. (a) If, at the end of the 2018/2019 Academic Year, (i) The Total Expenditure is at least $200,000 greater than the Actual Expenditures, the difference between them minus a contingency of 1% will be distributed in accordance with the Memorandum of Agreement Re: Professional Expenses Benefit and the 1% contingency will be added to the Total Expenditure for the proceeding Academic Year; (ii) The Total Expenditure exceeds the Actual Expenditures by less than $200,000, the surplus amount will be added to the Total Expenditure for the following Academic Year; or (iii) The Actual Expenditures exceed the Total Expenditure, the over-expenditure will be ameliorated by: (A) Adding the Reserve Funds to the Total Expenditure; and, if necessary; (B) Subject to Article 21.05(b) below, reducing the call payment rates commencing as close as practicable to the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (b) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(a)(iii) above, as soon as practicable. If a reduction to the call payment rates is proposed, within 15 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (c) Subject to Article 21.05 (e) below, the following provisions take effect at the start of the 2019/2020 Academic Year, and apply for the 2020/2021 Academic Year and the 2021/2022 Academic Year: (i) At the conclusion of the first half of the Academic Year, HEABC will determine the call payment rates for the following Academic Year. If the Projected Actual Expenditures exceed the Total Expenditure by more than $200,000300,000, subject to Article 21.05(d21.05(c) below, the projected over-expenditure will be ameliorated by: (A) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (B) Reducing by reducing the call payment rates commencing at the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (iib) If, at the end of an Academic Year, (Ai) The Total Expenditure is at least $200,000 $ 300,000 greater than the Actual Expenditures, the surplus amount minus a contingency of 1% will be added distributed to Residents using a weighted proportional allocation based on the Additional Call Funds for number and types of call worked by each individual Resident within the following Academic Year Year, unless otherwise agreed upon by RDBC and the HEABC. The 1% contingency amount will be added to the Total Expenditure for the following Academic Year; (Bii) The Total Expenditure is no more than $200,000 300,000 greater than the Actual Expenditures, the surplus amount will be applied to the Total Expenditure for the following Academic Year; or (Ciii) The Total Expenditure is less than the Actual Expenditures, the over- expenditure will be ameliorated by: (1) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (2) Deducting by deducting the over-expenditure from the Total Expenditure for the following Academic Year. (dc) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(c)(i21.05(a) above, prior to the commencement of the upcoming Academic Year, as soon as practicable following the University of British Columbia’s determination of the number of Residents enrolled in the Residency Programs for the upcoming Academic Year. If a reduction to the call payment rates is proposed, within 30 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (e) Any Reserve Funds remaining at the conclusion of the 2020/2021 Academic Year will be paid out as part of the Professional Expense Benefit for that Academic Year. (f) The following provisions apply for the duration of the term of the Collective Agreement: (id) The Employer has the right to audit the call data at the level of individual Resident and/or administrative processes for which RDBC has responsibility. (iie) In order for HEABC to determine if a reduction to the call payment rates is warranted for an Academic Year in accordance with Article 21.05(a)(iii) or Article 21.05(c)(i21.05(a) above, RDBC will provide HEABC with a record of all claims submitted for payment by Residents and paid out by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block. RDBC will also provide HEABC with a record of all claims submitted for payment by Residents that were rejected for payment by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block.

Expenditure Management. ‌ (a) If, at the end of the 2018/2019 Academic Year, (i) The Total Expenditure is at least $200,000 greater than the Actual Expenditures, the difference between them minus a contingency of 1% will be distributed in accordance with the Memorandum of Agreement Re: Professional Expenses Benefit and the 1% contingency will be added to the Total Expenditure for the proceeding Academic Year; (ii) The Total Expenditure exceeds the Actual Expenditures by less than $200,000, the surplus amount will be added to the Total Expenditure for the following Academic Year; or (iii) The Actual Expenditures exceed the Total Expenditure, the over-expenditure will be ameliorated by: (A) Adding the Reserve Funds to the Total Expenditure; and, if necessary; (B) Subject to Article 21.05(b) below, reducing the call payment rates commencing as close as practicable to the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (b) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(a)(iii) above, as soon as practicable. If a reduction to the call payment rates is proposed, within 15 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (c) Subject to Article 21.05 (e) below, the following provisions take effect at the start of the 2019/2020 Academic Year, and apply for the 2020/2021 Academic Year and the 2021/2022 Academic Year: (i) At the conclusion of the first half of the Academic Year, HEABC will determine the call payment rates for the following Academic Year. If the Projected Actual Expenditures exceed the Total Expenditure by more than $200,000300,000, subject to Article 21.05(d21.05(c) below, the projected over-expenditure will be ameliorated by: (A) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (B) Reducing by reducing the call payment rates commencing at the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (iib) If, at the end of an Academic Year, (Ai) The Total Expenditure is at least $200,000 $ 300,000 greater than the Actual Expenditures, the surplus amount minus a contingency of 1% will be added distributed to Residents using a weighted proportional allocation based on the Additional Call Funds for number and types of call worked by each individual Resident within the following Academic Year Year, unless otherwise agreed upon by RDBC and the HEABC. The 1% contingency amount will be added to the Total Expenditure for the following Academic Year; (Bii) The Total Expenditure is no more than $200,000 300,000 greater than the Actual Expenditures, the surplus amount will be applied to the Total Expenditure for the following Academic Year; or (Ciii) The Total Expenditure is less than the Actual Expenditures, the over- expenditure will be ameliorated by: (1) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (2) Deducting by deducting the over-expenditure from the Total Expenditure for the following Academic Year. (dc) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(c)(i21.05(a) above, prior to the commencement of the upcoming Academic Year, as soon as practicable following the University of British Columbia’s determination of the number of Residents enrolled in the Residency Programs for the upcoming Academic Year. If a reduction to the call payment rates is proposed, within 30 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (e) Any Reserve Funds remaining at the conclusion of the 2020/2021 Academic Year will be paid out as part of the Professional Expense Benefit for that Academic Year. (f) The following provisions apply for the duration of the term of the Collective Agreement: (id) The Employer has the right to audit the call data at the level of individual Resident and/or administrative processes for which RDBC has responsibility. (iie) In order for HEABC to determine if a reduction to the call payment rates is warranted for an Academic Year in accordance with Article 21.05(a)(iii) or Article 21.05(c)(i21.05(a) above, RDBC will provide HEABC with a record of all claims submitted for payment by Residents and paid out by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block. RDBC will also provide HEABC with a record of all claims submitted for payment by Residents that were rejected for payment by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block.

Expenditure Management. (a) If, at the end of the 2018/2019 Academic Year, (i) The Total Expenditure is at least $200,000 greater than the Actual Expenditures, the difference between them minus a contingency of 1% will be distributed in accordance with the Memorandum of Agreement Re: Professional Expenses Benefit and the 1% contingency will be added to the Total Expenditure for the proceeding Academic Year; (ii) The Total Expenditure exceeds the Actual Expenditures by less than $200,000, the surplus amount will be added to the Total Expenditure for the following Academic Year; or (iii) The Actual Expenditures exceed the Total Expenditure, the over-expenditure will be ameliorated by: (A) Adding the Reserve Funds to the Total Expenditure; and, if necessary; (B) Subject to Article 21.05(b) below, reducing the call payment rates commencing as close as practicable to the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (b) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(a)(iii) above, as soon as practicable. If a reduction to the call payment rates is proposed, within 15 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates. (c) Subject to Article 21.05 (e) below, the following provisions take effect at the start of the 2019/2020 Academic Year, and apply for the 2020/2021 Academic Year and the 2021/2022 Academic Year: (i) At the conclusion of the first half of the Academic Year, HEABC will determine the call payment rates for the following Academic Year. If the Projected Actual Expenditures exceed the Total Expenditure by more than $200,000300,000, subject to Article 21.05(d21.05(c) below, the projected over-expenditure will be ameliorated by: (A) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (B) Reducing by reducing the call payment rates commencing at the start of the following Academic Year, such that the projected over-expenditure should be recovered over the course of the following Academic Year. (iib) If, at the end of an Academic Year, (Ai) The Total Expenditure is at least $200,000 $ 300,000 greater than the Actual Expenditures, the surplus amount minus a contingency of 1% will be added distributed to Residents using a weighted proportional allocation based on the Additional Call Funds for number and types of call worked by each individual Resident within the following Academic Year Year, unless otherwise agreed upon by RDBC and the HEABC. The 1% contingency amount will be added to the Total Expenditure for the following Academic Year; (Bii) The Total Expenditure is no more than $200,000 300,000 greater than the Actual Expenditures, the surplus amount will be applied to the Total Expenditure for the following Academic Year; or (Ciii) The Total Expenditure is less than the Actual Expenditures, the over- expenditure will be ameliorated by: (1) Adding any available Reserve Funds to the Total Expenditure and, if necessary; (2) Deducting by deducting the over-expenditure from the Total Expenditure for the following Academic Year. (dc) HEABC will inform RDBC in writing of any proposed reduction to the call payment rates pursuant to Article 21.05(c)(i21.05(a) above, prior to the commencement of the upcoming Academic Year, as soon as practicable following the University of British Columbia’s determination of the number of Residents enrolled in the Residency Programs for the upcoming Academic Year. If a reduction to the call payment rates is proposed, within 30 days of being notified, RDBC may request that HEABC consider certain alternatives to reducing the call payment rates, which HEABC will consider before making a final decision on the rates.rates.‌ (e) Any Reserve Funds remaining at the conclusion of the 2020/2021 Academic Year will be paid out as part of the Professional Expense Benefit for that Academic Year. (f) The following provisions apply for the duration of the term of the Collective Agreement: (id) The Employer has the right to audit the call data at the level of individual Resident and/or administrative processes for which RDBC has responsibility. (iie) In order for HEABC to determine if a reduction to the call payment rates is warranted for an Academic Year in accordance with Article 21.05(a)(iii) or Article 21.05(c)(i21.05(a) above, RDBC will provide HEABC with a record of all claims submitted for payment by Residents and paid out by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block. RDBC will also provide HEABC with a record of all claims submitted for payment by Residents that were rejected for payment by RDBC as soon as practicable and no later than two months subsequent to the conclusion of each block.