Travel, Hospitality and Working Session Expense Report the period January 1, 2018 to March 31, 2018 Overview The University of Alberta is accountable for the prudent and effective stewardship of University funds and is committed to providing transparency by reporting travel, hospitality and working session expenses incurred by members of its senior executive team on a quarterly basis. Travel Expenses Item # Description 1 June 19-21, 2017 Bamfield, BC: President's Executive Committee - Strategic Retreat. $74.75 2 September 1-10, 2017 Vancouver, BC: Advancement Donor Meeting and other meetings. $149.50 3 September 29 - October 3, 2017 Vancouver, BC: Advancement Donor Meeting and TPS Vancouver. $149.50 Toronto, ON: Advancement Leadership um (ALF-Canada), 4 November 7-9, 2017 $898.77 Toronto. 5 November 23-24, 2017 Calgary, AB: Donor Meeting and TPS Calgary. $1,170.82 6 December 11, 2017 Edmonton, AB: Stollery Snowflake Gala (Shaw Conference Centre) $9.68 7 January 24-26, 2018 Vancouver, BC: NCOFE Meeting. $1,091.71 8 January 30, 2018 Calgary, AB: PLLI Meeting and Donor Dinner Meeting. $597.81 Hospitality and Working Session Expenses Item # Description 9 November 23, 2017 Hospitality: Lunch Meeting with donor. 95.06 10 December 7, 2017 Working Session: Lunch Meeting with T. MacKenzie, Senior Strategic Advisor, Office of Advancement. $53.16 11 January 12, 2018 Hospitality: Lunch Meeting with VP Research candidate. $201.11 12 January 12, 2018 Hospitality: Lunch Meeting with donor. $76.24 13 January 16, 2018 Working Session: Dinner Meeting with T. MacKenzie, Senior Strategic Advisor, Office of Advancement. $55.91 14 January 26, 2018 Hospitality: Lunch meeting with AM Hobrough, Managing Director, Development & Alumni Engagement, University of British Columbia. $32.69 Hospitality: Lunch Meeting with Jeff Todd, Executive Director & 15 January 26, 2018 Assoc. Vice-President Alumni, University of British Columbia. $50.32 16 February 21, 2018 Hospitality: Lunch Meeting with donor. $51.39 17 October 13, 2017 Working Session: Lunch Meeting with Asst. Dean (Advancement), Faculty of Medicine and Dentistry. $50.85
Detail for Travel Expenses Travel Expense Item # 1 PEC-S Retreat June 19-21,2017 Bamfield, BC Airfare Other Transport Hotel Meals Other 1 Total $74.75 $74.75 Other Transport = Taxi Service in Edmonton from Residence - Edmonton Airport - Residence Total cost of trip = $1735.37 (1st Quarter $476.08 +2nd Quarter $1184.54 + 4th Quarter $74.75) Travel Expense Item # 2 Advancement Donor Meeting and other meetings in Vancouver September 1-10, 2017 Vancouver,BC Airfare Other Transport Hotel Meals Other 1 Total $149.50 $149.50 Other Transport = Taxi Service in Edmonton from Residence - Edmonton Airport - Residence Total cost of trip: $679.43(2nd Quarter $494.28 + 3rd Quarter $35.65+ 4th Quarter $149.50 ) Travel Expense Item # 3 Donor Meeting and TPS Vancouver September 29 - October 3, 2017 Vancouver, BC Airfare Other Transport Hotel Meals Other 1 Total $149.50 $149.50 Other Transport = Taxi Service in Edmonton from Residence - Edmonton Airport - Residence Total cost of trip: $1806.37 ( 3rd Quarter $1656.87 + 4th Quarter $149.50 ) Travel Expense Item # 4 Advancement Leadership um (ALF-Canada) November 7-9, 2017 Toronto, ON Airfare Other Transport Hotel Meals Other 1 Total $290.05 $564.63 $44.09 $898.77 Other Transport = $149.50 Taxi Service in Edmonton from Residence - Edmonton Airport - Residence + $65.55 taxi from Toronto Airport to Hotel + $75 from Hotel to Toronto Airport Meals = $44.09 room service dinner due late arrival. Total cost of trip: $1844.08 ( 3rd Quarter $945.31 + 4th Quarter $898.77) 1 Other travel expense includes incidentals such as conference registration, parking, telephone/internet charges, travel insurance, baggage or seat selection fees, travel visa, vaccinations
Travel Expense Item # 5 Donor Meetings and TPS Calgary November 23-24, 2017 Calgary, AB Airfare Other Transport Hotel Meals Other 1 Total $543.47 $258.45 $368.90 $1,170.82 Other Transport = $149.50 Taxi Service in Edmonton from Residence - Edmonton Airport - Residence + $46.63 taxi from Calgary Airport to Hotel + $38.64 from Hotel to Calgary Airport + $23.68 taxi from hotel to donor meeting and back. Total cost of trip: $1238.58 ( 3rd Quarter $67.76 + 4th Quarter $1190.18) Travel Expense Item # 6 Stollery Snowflake Gala, Shaw Conference Centre December 11, 2017 Edmonton, AB Airfare Other Transport Hotel Meals Other 1 Total $9.68 $9.68 Other1 = Parking Travel Expense Item # 7 NCOFE Meeting, Vancouver January 24-26, 2018 Vancouver, BC Airfare Other Transport Hotel Meals Other 1 Total $542.56 $89.21 $430.90 $29.04 $1,091.71 Airfare = $542.56 ($512.57 Airfare + $29.99 Maritime Travel fee) Other Transport =$89.21 ($35.2 taxi from Vancouver Airport to hotel + $33.74 taxi from lodging to Vancouver Airport + $20.27 taxi from hotel to group dinner). Other1 = Incidentals X 3 days Travel Expense Item # 8 PLLI Meeting & Donor Meeting January 30, 2018 Calgary, AB Airfare Other Transport Hotel Meals Other 1 Total $464.19 $104.32 $29.30 $597.81 Other Transport =$104.32 ($43.1 taxi from Calgary Airport to hotel + $20.76 taxi from hotel to dinner meeting + $40.46 taxi from dinner meeting to Calgary Airport). 1 Other travel expense includes incidentals such as conference registration, parking, telephone/internet charges, travel insurance, baggage or seat selection fees, travel visa, vaccinations
Detail for Hospitality and Working Session Expenses Hospitality / Working Session Expense Item # 9 Hospitality: Lunch meeting with donor November 23, 2017 Bonterra Trattoria, Calgary $95.06 $95.06 Hospitality / Working Session Expense Item # 10 Working Session: Lunch Meeting with T. MacKenzie,Senior Strategic Advisor, Office of Advancement December 7, 2017 Earls, Edmonton $53.16 $53.16 Hospitality / Working Session Expense Item # 11 Hospitality: Lunch meeting with VP Research Candidate January 12, 2018 Madison Grill, Edmonton $186.79 $14.32 $201.11 Other 2 = Parking Hospitality / Working Session Expense Item # 12 Hospitality: Lunch with donors January 12, 2018 Faculty Club, Edmonton $76.24 $76.24
Hospitality / Working Session Expense Item # 13 Hospitality / Working Session Expense Item # 15 Working Session: Dinner Meeting with T. MacKenzie, Senior Strategic Advisor, Office of Advancement January 16, 2018 Faculty Club, Edmonton $55.91 $55.91 Hospitality / Working Session Expense Item # 14 Hospitality: Breakfast Meeting with AM Hobrough, Managing Director, Development & Alumni Engagement, University of British Columbia January 26, 2018 Bellaggio Café, Vancouver $32.69 $32.69 Hospitality: Lunch Meeting with Jeff Todd, Executive Director & Assoc. Vice-President Alumni, University of British Columbia January 26, 2018 Marias Taverna, Vancouver $35.71 $14.61 $50.32 Other 2 = Taxi to meeting Hospitality / Working Session Expense Item # 16 Hospitality: Lunch with donor February 21, 2018 Continental Treats, Edmonton $51.39 $51.39
Hospitality / Working Session Expense Item # 17 Working Session: Lunch Meeting (bi-monthly)with Kim Taylor, Asst. Dean (Advancement), Faculty of Medicine & Dentistry February 27, 2018 Earls, Edmonton $50.85 $50.85