Travel, Hospitality and Working Session Expense Report the period January 1, 2017 to March 31, 2017 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 July 25, 2016 - February 22, Edmonton, AB: Ground transportation for local meetings and airport pick up and 2017 drop off (6 months) $2,092.95 Hong Kong, China: Build new partnerships, sign academic agreements and reinforce 2 October 12-18, 2016 $7.41 relationships in China; Advancement meetings (Alumni and donors) in Hong Kong 3 October 24-27, 2016 4 November 22 - December 12, 2016 Toronto, ON: President Alumni Reception and Advancement meetings in Toronto (October 24-25); Universities Canada meetings in Ottawa (October 26) and Gairdner Dinner in Toronto (October 27) Mumbai/Bangalore/Chennai/Delhi, India: Strengthen existing relationships, sign academic agreements and build new partnerships and relationships in India $46.47 $3,269.54 Toronto, ON: Session Lead at Universities Canada New Presidents session on 5 January 8-9,2017 importance of the role of presidents in leading indigenous reconciliation efforts in $2,385.92 the academy 6 January 26-27, 2017 Toronto, ON: U15 Executive Heads meetings and Killam Trust meeting $2,569.58 7 February 23-26, 2017 Vancouver, BC: Advancement meetings and The President's Society dinner $1,221.69 Mexico City, Mexico: Collaboration meetings and partnership with Mexico's Federal 8 March 8-11, 2017 Energy Ministry; meetings with Secretary of Higher Education, Secretary of Energy; meetings with Embassy of Canada to Mexico, UNAM, SENER and CONACYT, and also $2,058.19 enhanced relationships with Canadian energy corporations in Mexico 9 April 27 - May 2, 2017 New York, NY: World University Network (WUN) meetings; Advancement meetings $1,524.17 Hospitality and Working Session Expenses Item # Description 10 October 12, 2016 Hospitality: Dinner meeting with spouse and University of Alberta officials during China trip (5 attendees) $202.91 11 November 17, 2016 Hospitality: Lunch meeting with NRC officals and Vice President (Research) (4 attendees) $109.78 12 November 17, 2016 Hospitality: Welcome reception in honour of new Vice President (Finance and Admin) and Vice President (Facilities and Operations) (34 attendees) $1,507.14 13 December 2, 2016 Hospitality: Dinner meeting with Indian officials, Executive Director of UAI, India UofA consultant, and spouse (6 attendees) $347.80 14 December 5, 2016 Hospitality: Lunch meeting with UofA India consultant and Executive Director of UAI (3 attendees) $19.55
Hospitality: Breakfast meeting with University of Alberta Board Chair and President 15 January 5, 2017 $35.22 of the Alumni Association (3 attendees) 16 January 6, 2017 Hospitality: Breakfast meeting with President of Athabasca University (2 attendees) $26.83 Working Session: Lunch meeting with Vice President (Research) and CEO of Tech 17 January 6, 2017 $32.78 Edmonton (3 attendees) 18 January 11, 2017 Hospitality: Advancement dinner with prospective University donors (10 attendees) $1,845.65 19 January 23, 2017 Hospitality: Dinner meeting with two CARI Presidents (3 attendees) $192.54 20 January 31 - February 1, 2017 Working Session: President's Executive Committee Retreat (Cost per person/ 2 days) $109.82 21 Febrary 21, 2017 Hospitality: Advancement dinner with prospective University donors (8 attendees) $1,713.35 22 February 28, 2017 23 March 1, 2017 Hospitality: Informal meeting with senior public policy advisor (External) (2 attendees) Hospitality: Dinner meeting with external and internal media personnel (7 attendees) 52.43 200.87
Detail for Travel Expenses Travel Expense Item # 1 Ground transportation for local meetings and airport pick up and drop off (6 months) July 25, 2016 - February 22, 2017 Edmonton, Alberta Airfare Other Transport Hotel Meals Other 1 Total $2,092.95 $2,092.95 Other Transport: Prestige's ground transportation service from July 25 - Nov.22, 2017 ( 6 months) ($2,004.25) Taxi travel to Alumni Awards event on Sept.22, 2016 ($14.52) Taxi (return) for Board of Governors' Annual Holiday Dinner at Victoria Club House on Dec. 15, 2017 ($10.70+11.96) Taxi (return) for lecture featuring the Governor, Bank of Canada on Jan.31, 2017 ($12.69 +13.11) Taxi (return) to President Visiting Committee launch at Enterprise Square on Feb. 28, 2017 ($15.00+10.72) Travel Expense Item # 2 Build new partnerships, sign academic agreements and reinforce relationships in China; Advancement meetings (Alumni and donors) in Hong Kong October 12-18, 2016 Hong Kong/Shanghai, China Airfare Other Transport Hotel Meals Other 1 Total $7.41 $7.41 All other travel costs were posted in previous quarters Other Transport: Taxi for meeting with Chinese official in Hong Kong on Oct.17, 2016 ($7.41) Total cost of trip: $13,291.42 (Travel costs Q2 to Q4) + $989.22 (hosting costs Q3 and Q4) = $14,280.64 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 # 3 Toronto, ON Air Fare Other Transport Hotel Meals Other 1 Total $46.47 $46.47 All other travel costs had been posted last quarter Other Transport: Taxi to and from Hotel and to Toronto airport from Oct.24-25, 2016 ($46.47) Total cost of trip: $5,292.50 Travel Expense Item # 4 Airfare Other Transport Hotel Meals Other 1 Total $377.30 $67.50 $2,704.85 $32.03 $87.86 $3,269.54 Airfare for internal flights in India from Nov. 27 - Dec. 6, 2016 Other Transport: Ground transportation booked at Hotel in New Delhi on Dec. 5, 2016 Meals: Meal at hotel on Dec. 3, 2016 President Alumni Reception and Advancement meetings in Toronto (October 24-25); Universities Canada meetings in Ottawa (October 26) and Gairdner Dinner in Toronto (October 27) October 24-27, 2016 Strengthen existing relationships, sign academic agreements and build new partnerships and relationships in India November 22 - December 12, 2016 India (Mumbai/Bangalore/Chennai/Delhi) Other 1 : $50.26 (Laundry); $0.19 (Phone/Internet); $37.41 (Baggage fee) Other costs had been posted last quarter Total cost of trip: $6,375.09 (Travel costs in Q3 and Q4) + $1,834.33 (hosting in Q3 and Q4) = $8,209.42 Travel Expense Item # 5 January 8-9, 2017 Toronto, ON Air Fare Other Transport Hotel Meals Other 1 Total $2,068.60 $317.32 $2,385.92 Session Lead at Universities Canada New Presidents session on importance of the role of presidents in leading indigenous reconciliation efforts in the academy Airfare from Edmonton to Toronto and return Other Transport: Red Car service from International airport to Hockley Valley on January 8, 2017 as recommended by Universities Canada - approx. 1 hour each way ($317.32) Total cost of trip: $2,385.92 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 # 6 U15 Executive Heads meetings and Killam Trust meeting January 26-27, 2017 Toronto, ON Airfare Other Transport Hotel Meals Other 1 Total $2,070.19 $167.62 $321.94 $9.83 $2,569.58 Airfare from Edmonton to Toronto (return) Other Transport: Taxi upon arrival in Toronto and hotel check-in on Jan.26 ($66.10); Taxi after U15 meeting on Jan.26 ($16.08); Taxi for U15 meeting on Jan.27 ($10.37) and return ($8.97) and Taxi to airport on Jan.27 ($66.10); Hotel: 1 night Meals: meal on Jan.26 ($9.83) Total cost of trip: $2,569.58 Travel Expense Item # 7 Vancouver, BC Airfare Other Transport Hotel Meals Other 1 Total $761.11 $75.29 $266.98 $118.31 $1,221.69 Travel Expense Item # 8 Advancement meetings and The President's Society dinner February 23-26, 2017 Airfare from Edmonton to Vancouver (return) Ground transportation: Taxi upon arrival in Vancouver Feb.23, 2017 ($75.29) Hotel: 1 night Meals: lunch on Feb.23, 2017 ($20.41); Meals at the hotel from Feb. 23-24, 2017 ($86.05); Lunch on Feb.24, 2017 ($11.85) Total cost of trip: $1,221.69 Collaboration meetings and partnership with Mexico's Federal Energy Ministry; meetings with Secretary of Higher Education, Secretary of Energy; meetings with Embassy of Canada to Mexico, UNAM, SENER and CONACYT, and also enhanced relationships with Canadian energy corporations in Mexico March 8-11, 2017 Mexico City, Mexico Airfare Other Transport Hotel Meals Other 1 Total $2,058.19 $2,058.19 UNAM - National Autonomous University of Mexico SENER - Secretariat of Energy CONACYT - Mexican Council for Science and Techology around hydrocarbons Airfare from Edmonton to Mexico City via Houston (Ticket revision fee to follow) Other travel costs to follow next quarter 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 # 9 April 27 - May 2, 2017 New York, NY Airfare Other Transport Hotel Meals Other 1 Total $1,524.17 $1,524.17 Attend World University Network (WUN) meetings; Advancement meetings Hotel: Pre-booking (5 nights). Additional expenses to follow. 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 # 10 Hospitality: Dinner meeting with University of Alberta officials and spouse during China trip October 12, 2016 Shanghai, China $202.91 $202.91 5 attendees Hospitality / Working Session Expense Item # 11 Hospitality: Lunch meeting with NRC officals and Vice President (Research) November 17, 2016 Faculty Club $109.78 $109.78 NRC - National Research Council 4 attendees Hospitality / Working Session Expense Item # 12 Hospitality: Welcome reception in honour of new Vice President (Finance and Admin) and Vice President (Facilities and Operations) November 17, 2016 President's residence $1,507.14 $1,507.14 Deposit previously paid/disclosed $1,401.15 34 attendees Total cost: $2,908.29 2 Other hospitality expenses include accommodation, transportation and other amenities provided in connection with the event. Other working session expenses include parking and miscellaneous expenses incidental to the event.
Hospitality / Working Session Expense Item # 13 Hospitality: Dinner meeting with Indian officials, Executive Director of UAI, India UofA consultant, and spouse December 2, 2016 New Delhi, India UAI - University of Alberta International 6 attendees $347.80 $347.80 Hospitality / Working Session Expense Item # 14 Hospitality: Lunch meeting with UofA India consultant and Executive Director of UAI December 5, 2016 New Delhi, India 3 attendees $19.55 $19.55 Hospitality / Working Session Expense Item # 15 Hospitality: Breakfast meeting with University of Alberta Board Chair and President of the Alumni Association High Level Diner January 5, 2017 $35.22 $35.22 3 attendees Hospitality / Working Session Expense Item # 16 Hospitality: Breakfast meeting with President of Athabasca University January 6, 2017 Ricky's All Day Grill $26.83 $26.83 2 attendees 2 Other hospitality expenses include accommodation, transportation and other amenities provided in connection with the event. Other working session expenses include parking and miscellaneous expenses incidental to the event.
Hospitality / Working Session Expense Item # 17 Working Session: Lunch meeting with Vice President (Research) and CEO of Tech Edmonton January 6, 2017 Faculty Club $32.78 $32.78 3 attendees Hospitality / Working Session Expense Item # 18 Hospitality: Advancement dinner with prospective University donors January 11, 2017 Presiden'ts Residence 10 attendees $785.00 $1,060.65 $1,845.65 Other 2 : included catering staff, wine service, 20% management fee and 5% GST Hospitality / Working Session Expense Item # 19 Hospitality: Dinner meeting with two CARI Presidents January 23, 2017 Wildflower Grill $192.54 $192.54 CARI - Comprehenive Academic Research Institute 3 attendees Hospitality / Working Session Expense Item # 20 Working Session: President's Executive Committee Retreat (Cost per person) January 31 - February 1, 2017 The Kitchen $95.30 $14.52 $109.82 Total cost $1,524.75/ 16 attendees = $95.30 for two days Other 2 :Taxi for PEC-S Retreat on Jan.31, 2017 ($14.52) Hospitality / Working Session Expense Item # 21 2 Other hospitality expenses include accommodation, transportation and other amenities provided in connection with the event. Other working session expenses include parking and miscellaneous expenses incidental to the event.
Hospitality: Advancement dinner with prospective University donors February 21, 2017 Presiden'ts Residence 8 attendees $680.00 $1,033.35 $1,713.35 Other 2 : included catering staff, wine service, 20% management fee and 5% GST Hospitality / Working Session Expense Item # 22 Hospitality: Informal meeting with senior public policy advisor (External) February 28, 2017 Fairmont Hotel Macdonald $38.54 $13.89 $52.43 2 attendees Hospitality / Working Session Expense Item # 23 Hospitality: Dinner meeting with external and internal media personnel March 1, 2017 Lux Steakhouse $174.34 $26.53 $200.87 7 attendees 2 Other hospitality expenses include accommodation, transportation and other amenities provided in connection with the event. Other working session expenses include parking and miscellaneous expenses incidental to the event.