Retreat

1. Carefully review the CALAPH C8 Retreat Travel Guidance Document in its entirety. This document provides all details related to booking your flights through our travel agency, driving to the retreat, hotel location, covered meals, per-diem, and more.

2. Book your flight or train through our designated travel agency OR confirm your plans to drive or take local transportation to the retreat with Lia Randazzo (lrandazzo@healthleadership.org).

   IMPORTANT NOTE: If flying or taking a train, you must book through the CTM travel agency unless pre-approved by CHLI in advance of the reservation being made.

3. Download and complete a W-9 form and submit directly to payments@phi.org (do not send to LAPH program staff). This form is used to process and deliver reimbursements for travel expenses after retreat. If you would like to request your reimbursements be directly deposited into your bank account, please complete a W-9 form and a direct deposit form and send both to payments@phi.org.

   • You should complete the W-9 for the person or entity that will receive the reimbursement. For example, if your agency requires the reimbursement be paid directly to them, please submit a W-9 for your agency rather than yourself. For more information on what expenses are allowable and the documentation required for reimbursement, please refer back to the CALAPH C8 Retreat Travel Guidance Document.

• Complete the CALAPH C8 Pre-Retreat Survey. This survey will require that all steps above have been completed and will also collect information about dietary preferences/allergies and ADA accommodations.

Any questions about these items should be directed to Lia Randazzo at lrandazzo@healthleadership.org.