AG Depart Records - Final

Records related to
Dr. Arvind Guptas Departure
000001
RELEASE
I, Arvind Gupta, of the City of Vancouver, in the Province of British Columbia, acknowledge that
for and in consideration of the performance of the University of British Columbia (the
University) of the terms and conditions set forth in the agreement attached as Appendix A
to this Release and for other good and valuable consideration, the receipt and sufficiency of
which is hereby acknowledged:
I (the Releasor) agree on behalf of myself, my heirs, executors, administrators, agents and
assigns, to hereby remise, release and forever discharge the University, its Governors, officers,
employees, agents and servants, and their heirs, executors, administrators, successors and
assigns (the Releasees), of and from all manner of action, causes of action, suits, debts, dues,
sums of money, expenses, costs, contracts, claims, demands and damages of any nature or kind
whatsoever, at law or in equity or under any statute that the Releasor now or at any time
hereafter can, shall or may have against any of the Releasees in any way arising or resulting
from any cause, matter or thing whatsoever existing up to and including the date of execution
of this Release including, without restricting the generality of the foregoing, of and from any
and all manner of action, causes of actions, suits, debts, dues, sums of money, expenses, costs,
contracts, claims, demands and damages of any and every kind or nature whatsoever, at law or
in equity, or under any statute by reason of or in any way arising out of or relating to:
a) the employment of the Releasor by the Releasees or any of them;
b) the termination of the appointment of the Releasor as President by the Releasees or any
of them;
c) the loss of any pension, medical, insurance or welfare plans or benefits sponsored or
contributed to by the Releasees or any of them;
d) the termination of the contract between the Releasor and the University under which
the Releasor had been appointed as President,
It is understood and agreed that this is a negotiated settlement and that the consideration for
this Release shall not be deemed to be or construed as an admission of liability by the
Releasees.
It is further understood and agreed that this Release is executed and the aforesaid
consideration accepted by the Releasor for the purpose of making a full, final and irrevocable
settlement of any and all claims whatsoever and howsoever arising against the Releasees which
are the subject matter of this Release.
It is further understood and agreed that for the consideration expressed herein the Releasor
agrees not to make any further claim or take any proceedings whatsoever, including, without
limitation, any judicial proceeding or proceeding before an administrative, arbitrative, or
adjudicative member or tribunal or human rights councils arising from the British Columbia
Employment Standards Act, British Columbia Human Rights Code, or any other legislative
authority, against the Releasees or any other person, company, corporation or other legal
000002
entity who might claim contribution or indemnity from the Releasees, in respect of matters
which are the subject matter of this Release.
It is further understood and agreed that the Releasor undertakes to hold the Releasees
harmless from:
a) any liability for tax, penalty, interest or any other amount of any kind whatsoever arising
under one or more of the Canada Income Tax Act, Canada Employment insurance Act,
the Canada Pension Plan, or any other similar statute of Canada or a province or
Territory thereof, that arises out of or with respect to his employment by the Releasees,
and/or the termination of the Reieasors appointment as President and the termination
of the contract under which that appointment was made; and
b) all costs, charges and expenses incurred by the Releasor in connection with any
investigation by the Releasees of any such alleged liability, or in prosecuting or
defending any civil, criminal, arbitral, or administrative action, proceeding or other
remedy with respect to any such alleged [ability.
It is further understood and agreed that the terms of this settlement, as set out herein, are
strictlvcorifider-idential and the Releasor covenants, agrees and undertakes that he personally, and
persons acting for or on hisbehalfWfth r without his consent, will not disclose the terms of the
settlement as set out herein to anyone at all save (to the extent necessary) to his professional
advisors or pursuant to an order of a court of competent jurisdiction.
The Releasor acknowledges that he has read this Release and Appendix and has been provided
with an opportunity to obtain independent legal advice with respect thereto and understands
that this Release contains a full and final release of all claims.
It is understood and agreed that the terms of this Release are contractual and not a mere
recital.
In witness whereof this Release has been executed this
day of August, 2015.
Signed, Sealed and Delivered

upta in the presence of:
ARNDGUPTA
JL/
Signature of Witness
?i Uetc
Printed Name of Witness
Address
Occupation
PaulO. Holster
Barrister & Solicitor
Hunter LItigation Chambers

2100-1040 West Georgia Sheet
Vancouver, B.C. V6E 4111
Telephone: 604-691-2412
000003
Appendix A
Professor Gupta will immediately resii his appointment and employment as President
1.
and Vice-Chancellor of the University of British Columbia (University) with immediate effect.
2.
Professor Gupta will continue to hold his position as a Professor in the Department of
Computer Science in the Faculty of Science of the University.
Professor Guptas salary as a Professor will be the greater of the highest paid professor in
3.
the Faculty of Science of the University and 50% of Professor Guptas annual Salary as
President (Professor Salary).
The University will top up the Professor Salary to the salary Professor Gupta was paid as
4.
President for 6 months from todays date until January31, 2016 (Resignation Period). For the
purposes of greater certainty during the Resignation Period. Professor Guptas salary will remain
at 5446,750.00 per annum, and his benefits and pension will continue under the same terms and
conditions, including the cost sharing arrangements. This pay will be inclusive of any vacation
time Professor Gupta has accrued as President.
Following the Resignation Period, Professor Gupta will be entitled to a one year leave of
5.
absence beginning February 1, 2016, and ending January 31, 2017, pursuant to the terms of his
contract as President during which time the University will continue his salary of $446,750.00
per annum, including benefits and pension under the same terms and conditions, including cost
sharing agreements. Professor Gupta will retain his entitlement to the leave of absence pursuant
to his professorial appointment.
During the leave of absence, the University will provide Professor Gupta with a research
6.
grant of SI 30,000 on terms consistent with the Universitys policies, which may be used anytime
during his tenure as a Professor.
22
Professor Gupta and his family will vacate Norman MacKenzie House, the residence of
9.
the President, no later than December 7, 2015. The University will reimburse Professor Gupta
for reasonable receipted relocation (moving) expenses incurred in moving from Norman
MacKenzie House to another location in Metro Vancouver. The University will also reimburse
Professor Gupta for reasonable receipted relocation (moving) expenses incurred in moving his
property and belongings out of the Universitys property in Kelowna,
Professor Gupta will no longer use the automobile the University has provided to him
1 0.
effective the date of the resignation.
000004
-7-
11.
Professor Gupta will be given the computer equipment in his possession provided to him
the
University
by
so long as he first allows the University to purge and delete the laptop
computer and cellphone devices of all information which are the property of or confidential to
the University. Professor Gupta will be responsible for all costs and charges related to the
continued use and possession of the celiphone and laptop computer.
12.
Professor Gupta will continue to abide by his obligations under paraaph 12 of his
Presidential contract to maintain the confidentiality of certain information notwithstanding the
termination of the that contract.
13.
All payments and benefits provided by the University to Professor Gupta under this
settlement agreement or otherwise are subject to all appropriate statutory deductions and
remittances.
22
15.
Professor Gupta will hold this agreement in strict confidence except for the purposes of
securing advice from professional advisors and speaking with his family, or as maybe required
by law.
16.
Professor Gupta and the University will create a mutually agreeable public statement thu
release to the public, including to members of the University community, on the afternoon of
August 7,2015 (A_nnounccment), regarding the resignation of Professor Gupta. Professor
Gupta will keep the fact of his resignation confidential and will not disclose the fact of his
resignation to anyone except his wife and professional advisors until the Announcement has been
made.
17.
Professor Gupta will execute a form of release in favour of the University in the fonn
attached and Appendix A to the release will be this settlement agreement.
IS.
This settlement agreement is subject to the ratification and approval by the Universitys
Board of Governors. At the meeting of the Board of Governors where this agreement is
considered the Board of Governors will be advised that the Vice-President of Human Resources
has recommended approval of this agreement.
000005
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22
Records related to
Dr. Arvind Guptas Performance Targets
000008
From:
To:
Subject:
Date:
Attachments:
Hurford, David
Kahlon, Reny
Activity Report
Monday, February 09, 2015 11:32:35 AM
Activity Report Jan docx.docx
Hi Reny. Hope you are having a great weekend. I sent Arvind's Activity Report a while ago
but wanted to double check to make sure it was received ok. I have attached for immediate
reference. Thanks.
David
Sent from my Samsung Galaxy smartphone.
000009
Presidents Activity Report

January 2015
000010
Record of Presidents Activities: November 24, 2014 January 24, 2015

External Group
November 24
November 25
November 27
November 27
November 28
November 29
December 3
December 3
December 4
December 5
December 5
December 7
December 13
December 14
December 14
December 15
December 16
December 16
December 16
December 18
December 19
January 6
January 7
January 13
January 14
January 14
January 15
January 15
Sarah Bevan, Managing Director, President & CEO, and Christian Martin,
Managing Director, Regional Manager BC, UBS Bank
Ron Stern, President, Stern Partners, Peter Brown, Founder, Chairman & Former
CEO, Canaccord Capital Corp., Jake Kerr, Former Chair and CEO, Lignum Ltd.,
Owner, Vancouver Canadians Baseball Team
David Devine, Ambassador of Canada to Vietnam
Anthony Von Mandl, O.B.C., Proprietor, Mission Hill Family Estate Winery, and
Founder, Chairman & CEO, Mark Anthony Group, and Dr. Debra Von Mandl
Wendy Lisogar-Cocchia, Governor, Vancouver Board of Trade, and CEO, Century
Plaza Hotel & Spa and Mr. Sergio Cocchia
Rashmi Misra, Founder and Chair, VIDYA
CUPE Local 116
5th Year Anniversary of NSERC's Strategy for Partnerships & Innovation with Dr. B.
Mario Pino, Incoming President of NSERC
Reception Co-Hosted with Bill Levine for Members of the Vancouver Jewish
Community
Alumni Association Quarterly Executive Meeting
RUCBC Presidents Committee
Robert and Lily Lee, Carol Lee, Leslie Lee, Graham Lee
Dr. Tom Chan, Chairman & President, Chan Foundation of Canada and Mrs. Bonita
Chan (Hong Kong)
Ian Fok, Chairman & CEO, Fok Ying Tung Group (Hong Kong)
Philip Lee, CEO, Sun Hing Group of Companies, Director, Simon K.Y. Lee
Foundation, and Mrs. Mabel Lee (Hong Kong)
Robert H.N. Ho Family Foundation Ltd (Hong Kong)
Sheldon Trainor, Co-Founder & Managing Director, PacBridge Capital Partners Ltd.
and Executive Director, Macau Legend Development and Mrs. Emelda Trainor,
Executive Director, Sheng Li International (Hong Kong)
Prof. Peter Mathieson, President & Vice-Chancellor, and other members of the
University of Hong Kong (Hong Kong)
Joseph S.K. Yu, Chairman, Roseville Group of Companies, Hong Kong Internet
Registration Corporation Ltd. (Hong Kong)
Bob Lee, Chairman, Prospero Group of Companies, Founding Chairman Emeritus,
UBCPT, and Honorary Campaign Chair
Martha Piper
Barbara Kaminsky, CEO, Canadian Cancer Society, BC and Yukon
RCMP S/Sgt. Pat Reilly, University Detachment Commander and Dan Malo, RCMP
Assistant Commissioner, Lower Mainland District Commander
UBC Faculty Association Executive Committee
Academic Leadership Development Program
GNW Shareholders Meeting
Jayson Myers, CEO of Canadian Manufacturers and Exporters
Reception with key members of Vancouver's arts community and Belkin Art
000011
January 17
January 18
January 19
January 20
January 20
January 21
January 22
Gallery's Curator's Forum

Lane and Maegan Merrifield (Kelowna)
Jim Eccott (Kelowna)
Robert Rennie, Rennie Marketing Systems
Eric Miller, Canadian Council of Chief Executives VP, Policy, Innovation and
Competitiveness (Ottawa)
Suzanne Corbeil, Executive Director ,U15 Group of Canadian Research
Universities (Ottawa)
Wynne Powell, Board Chair, Provincial Health Services Authority, and Interim
Board Chair, Fraser Health Authority
RUCBC Presidents Committee Meeting
Government
November 30
December 1
December 4
December 8
December 9
January 2
January 12
January 13
January 14
January 14
January 20
January 20
January 20
Hon. Christy Clark, Premier

Maria Harris, Director, Metro Vancouver Electoral Area A, & Member, TransLink
Mayors' Council on Regional Transportation
Sandra Carroll, Deputy Minister, Ministry of Advanced Education (AVED)
Ben Stewart, BCs Special Representative in Asia
Mayor of Kelowna, Colin Basran
Advanced Education Minister Andrew Wilkinson
Jane Thornthwaite, MLA (Vancouver-Seymour)
MP Mike Lake, Parliamentary Secretary, Industry Canada
UBC/Provincial Midwives Announcement with Minister Wilkinson
Mayor of Richmond, Malcom Brodie
John Knubley, Deputy Minister, Industry Canada (Ottawa)
Sean Speer (Special Advisor), Phil Harwood (Policy Advisor, Fiscal and Economic
Affairs), Cynthia Tran (Advisor, Stakeholder Relations & Outreach), Prime
Ministers Office (Ottawa)
Stephen Lucas, Deputy Secretary to the Cabinet and Douglas Nevison, Assistant
Secretary to the Cabinet (Ottawa)
Travel
December 9
December 10 - 17
January 17 - 18
January 19 -20
Kelowna: Student, staff and community outreach

Hong Kong: Development, Alumni, University outreach
Kelowna: Development
Ottawa: Government Relations
Speeches
November 26
November 26-28
November 27
December 16
Installation of Chancellor Lindsay Gordon

Graduation Ceremonies
E-Mentorship Launch with Vidya and Mahindra Foundation
Alumni Event and Dinner (Hong Kong)
000012
January 10
January 13
January 14
January 15
January 21
January 22
January 22
Opening Remarks: Student Leadership Conference Opening Ceremony

Green College's Lecture & Discussion Series
UBC/Provincial Midwives Announcement with Minister Wilkinson
Belkin Art Gallery's Curator's Forum
Launch of Professorship in Sustainable Health Care in Pharmaceutical Sciences
Breakfast with Staff-Faculty-Students: What does it mean for a university to act in
the public interest?
Announcement and Reception: Law Donor
Student Events/Meetings
November 22
November 22
November 26 - 28
November 29
December 1
December 8
December 9
January 10
January 22
January 24
Men's Hockey UBC Vs. Manitoba Bison

Women's and Men's Volleyball UBC Vs. Winnipeg Wesmen
Graduation Ceremonies
Women's Hockey UBC Vs. Calgary Dino
Athletics Holiday Open House
Student Leadership Meeting
Student Union Okanagan
Student Leadership Conference
Breakfast with Staff-Faculty-Students: What does it mean for a university to act in
the public interest?
Mens and Women's Volleyball UBC Vs. Trinity Western Spartans
Media Interviews
December 4
January 12
Ivan Semeniuk, Globe & Mail re: CFREF

Bachan Rai from Desi Today Magazine
000013
From:
To:
Cc:
Subject:
Date:
Attachments:
Hurford, David
Gorsuch, Anne; Gupta, Arvind
Waring, Julia; Janecek, Patricia; Lucarino, Anna
Board Speaking Notes
Monday, June 08, 2015 4:12:00 PM
Board Remarks - June Open.docx
Board Remarks - June Closed.docx
Here are Arvinds Updated speaking notes for tomorrow. PJ can you print these off for Arvinds
package.
Thanks,
David
000014
Notes for an Address

UBC Board of Governors (Open)
June 2015
000015
INTRODUCTION
Recognize First Nations
Personal Greeting
ACTIVITY REPORT/CURRENT EVENTS
The past few weeks have been dominated by our
annual graduation ceremonies, which wrapped up
Thursday and Friday in Kelowna.
At my first May congregation as President, this
years celebrations have been a real highlight of the
year.
And while every class is special, this one was
particularly significant because it was the last class
of UBCs first 100 years. I would like to thank
everyone here who participated and helped to make
our 2015 graduation a meaningful moment/
transition for our newly minted alumni.
Looking ahead, we are focused on our plans to mark
the Centennial Year starting officially on
September 30th with the grand opening of this
important building.
Barbara Miles and her team have done an
impeccable job in preparing these plans at the
000016
same time as they are winding down one of the most

successful fundraising campaigns in Canadian
university history.
One key element of our Centennial activities will be
an emphasis on UBCs commitment to collaboration
with Aboriginal peoples and governments not just
where our campuses are located but around the
province.
On the agenda today is a proposal to establish a
Dialogue Centre in the heart of our Vancouver
campus on the history of Indian Residential Schools.
It would be hard to find a better legacy for our
Centennial in Vancouver, particularly in light of the
important national dialogue taking place.
I would like to recognize Linc Kesler, Senior
Advisor on Aboriginal issues for his ongoing
leadership and guidance. I would also like to thank
Lisa Castle and our staff at Resources and
Operations who have been working to develop this
project.
In this spirit and on behalf of our entire Executive, I
would like to publicly recognize two $1 million
donations UBC has received to grow the number of
000017
aboriginal doctors, nurses, dentists, pharmacists and

other health professionals.
Announced last week, the pair of gifts one from
our Chancellor Lindsay Gordon and his wife Liz,
and the other from Rudy, Patricia, Caroline and Rory
North will support UBCs Centre for Excellence in
Indigenous Health, created last year to train more
aboriginal health providers, to optimize indigenous
curriculum in the health sciences and to foster
research into aboriginal health issues.
Thank you to the Gordon and North families for
your generosity.
SLIDE 2: STRATEGY OVERVIEW
STRATEGY OVERVIEW
We have allocated extra time during this mornings
agenda to have a more in-depth dialogue on some of
the strategic priorities we have been discussing
together over the past year.
As I said in my installation speech - and believe now
more firmly than ever - UBCs record is well worth
applauding and advancing.
000018
You will also recall that in September, I identified

five themes that will focus our efforts over the
coming term that will help us build on UBCs wellestablished foundation of success.
SLIDE 3: PILLARS
These themes support UBCs strategic plan and
focus on:
Supporting world-leading transformative
research
Fostering effective, inspiring and imaginative
teaching for a lifetime of learning
Creating meaningful, vale-based international
relationships
Leveraging our academy to create deeper social,
cultural and economic value
Building stronger community connections in
support of a more civil and sustainable society
It is my goal, in close working relationship with you
and with others in the UBC community, to lift UBC
from the top 25 public institutions of higher learning
in the world to the top 10.
000019
To be clear, the goal is not about the rankings per se,

but what rankings suggest about who we are as a
university:
our excellent faculty, students and staff
our deep relationship to teaching, learning and
community
our capacity for service to the province, the
country and the world
Moving UBC into the top 10 will take time, focus,
and energy. It will require commitment from
everyone in this room and across our two campuses.
It will require a renewed and rigorous attention to
research and a deep commitment to teaching and
learning - the two core missions of the university.
We will need a willingness to think innovatively, to
reallocate resources in ways that support these
broadly defined strategic priorities, as well as clearly
articulated metrics to chart our progress.
RESEARCH EXCELLENCE
And we are already having success in that direction.
000020
Over the past year, my team has been consulting

broadly with Deans, faculties and others in the
campus community to develop strategies that will
further strengthen our research capacity.
A number of research outcomes have emerged from
our early work.
One example is the strong application we submitted
for the first federal funding round CFREF and the
work we are currently doing to prepare for the next
round of applications due in March 2016.
Another example is the fact that two of the top three
awards from last months funding announcement
from the Canada Foundation for Innovation went to
UBC:$
- 23.3 million to support a UBC-led national
genomics network, and
- $13.5 million to enhance the rare isotopes lab at
the TRIUMF particle accelerator
We have also been advancing our strategic priorities
and 6 emerging actions are starting to take shape.
000021
They are:
SLIDE 4: STRATEGIC ACTIONS
- ONE: Identify and deepen areas of research
strength be they existing areas of prominence or
emerging areas where our support of cross-faculty
or cross-campus collaborations can facilitate the
growth of new research strength for the future.
- TWO: Recruit exceptional research faculty as
distinguished professors. People are at the heart of
research excellence and so we are designing a
program to facilitate strategic external hiring.
- THREE: Acknowledge and reward existing
excellence among faculty at UBC with the creation
of distinguished professor awards.
- FOUR: Develop a proactive graduate recruitment
strategy that focuses on top graduate students from
around the world.
- FIVE: Develop and implement a more strategic
approach to international partnerships in order to
better support research excellence.
000022
- SIX: Establish an Associate Provost Faculty

position to help recruit, retain and support excellent
faculty. This includes attention to housing needs,
spousal hiring and day care.
I would like to recognize our VP Research John
Hepburn, Provost David Farrar, Provost pro tem
Anji Redish and their teams for the leadership, skill
and dedication they have demonstrated in managing
these files and others - over the past year.
As a new President their thoughtfulness, patience
and unwavering commitment to doing what is best
for UBC has been inspiring.
TEACHING AND LEARNING
Teaching and Learning is the second pillar that UBC
is built on. As a powerful research university we
offer our students an exceptional, and inspiring,
education. To this end, we are acting on two areas of
Experiential Learning and Career Preparation. Vice
President Louise Cowin will be returning in the fall
to speak with you about these issues.
Louise will focus today on essential non-curricular
student initiatives that support personal and
000023
10
professional development for students. These

initiatives help us create successful undergraduate
and graduate students at UBC who continue that
success as they move into the world.
SLIDE 5: STUDENTS
Louise will speak to:
Campus Safety
The First Year Experience
Mental Health and Wellbeing
Varsity
Louise and her team have shown significant
leadership on these vital files. So without further
delay, please welcome Louise. Thank you.
-30SUMMARY AND QUESTIONS
Thank you Louise. These are just a few of the ideas
we have been working on over the past year that we
believe are key to building excellence.
000024
11
I strongly believe that making UBC better depends

on all of us working together.
The larger plan, of which todays discussions are
one part, is being developed in consultation with a
wide variety of UBC stakeholders.
We look forward to your comments, questions, and
suggestions about any aspect of what we have
spoken to today, and about how to jointly help us
move forward.
-30-
000025
Notes for an Address

UBC Board of Governors (Closed)
June 2015
000026
INTRODUCTION
Recognize First Nations
Personal Greeting
We have allocated extra time during todays agenda
to have a more in-depth dialogue on some of the
strategic priorities we have been discussing together
over the past year.
SLIDE 2: PILLARS
As I said this morning, fully achieving UBCs
potential depends on all of us working together as
one university.
Our strategic framework, of which the discussions
today are one part, will support the five themes
articulated in my September installation address which I touched on earlier.
The framework will also reflect feedback from and
consultation with - a wide variety of UBC
stakeholders.
This will be ever more the case as we move forward
through a consideration of options, specifics, and
finally to implementation.
000027
SLIDE 3: FRAMING AND FEEDBACK

Here are some examples of our inclusive approach:
First, the Deans - under the leadership of the Provost
- have an integral role in the development of the
institutional academic strategic plan.
Our first strategy sessions with Deans in Vancouver
and Kelowna took place in March.
These discussions informed an Executive retreat in
April and - in an iterative process we have
scheduled another round of engagement with Deans
starting with a second strategic planning retreat with
Vancouver Deans this week which I am looking
forward to attending.
We will schedule the same with the Deans at our
UBCO campus with the understanding that this input
will help inform our Board retreat in early
September.
These discussions are in addition to the meetings I
have been having with faculty in every department
across the two campuses, a first for a recent UBC
President.
000028
Ive met over 70% of departments to date, and been

encouraged by the enthusiastic support I have
received from many faculty for a dedicated
refocusing of resources on the core academic
mission of the university.
We have also established a Presidents Academic
Advisory Committee that engages distinguished
faculty from both campuses in conversation and
debate about topics key to the research and learning
mission of UBC.
The Committees feedback, together with that of
UBCs academic leadership, will help shape the
development and implementation of strategic
projects over the coming years.
Monthly breakfasts with faculty, staff, and students
have provided another means for me to engage and
listen carefully to the wishes, interests, and
innovative ideas of our community.
And, consultations with students, often through the
fine work of Louise and her team, are also essential
to proper consultative governance.
000029
In this light we are pleased with the proposed

improvements to Policy 71which we expect will
strengthen these processes even more.
And of course, the Board is a vital part of this
process.
I have deep respect for your commitment to UBC
and the importance of your contributions.
Todays discussion is the first of bringing ever more
substantive, strategic issues to the Board.
While we understand that UBCs is a Governance
Board, I enthusiastically welcome your participation
as a brain trust for strategic discussions.
RESEARCH EXCELLENCE
As this suggests, over the past year, my team has
been consulting broadly with Deans, faculties and
others in the campus community to develop
strategies that will further strengthen our research
capacity.
A number of research outcomes have emerged from
our early work.
000030
One example is the very strong application we

submitted for the first round of CFREF to fund our
outstanding program in Quantum Materials We are
currently working on the next round of applications
due in March 2016.
Another example is the fact that last month, two of
the top three awards from the Canada Foundation for
Innovation latest round of funding approvals went to
UBC.
- $23.3 million to support a UBC-led national
genomics network, and
- $13.5 million to enhance the rare isotopes lab at
the TRIUMF particle accelerator.
We have also been advancing our strategic priorities
and 6 emerging actions which John and Anji will
speak to you about.
SLIDE 4: STRATEGIC ACTIONS
I talked about them this morning but let me touch
briefly on them again:
000031
- ONE: Identify and deepen areas of research

strength
- TWO: Recruit exceptional research faculty as
distinguished professors.
- THREE: Acknowledge and reward existing
excellence among faculty at UBC with the creation
of distinguished professor awards.
- FOUR: Develop a proactive graduate recruitment
strategy that focuses on top graduate students from
around the world.
- FIVE: Develop and implement a more strategic
approach to international partnerships to better
support research excellence.
- SIX: Establish an Associate Provost Faculty
position to help recruit, retain and support excellent
faculty.
So without further delay I will ask John and Anji to
come forward now to provide more information on
these strategies and invite your suggestions. Thank
you.
000032
-30SUMMARY AND QUESTIONS

Thank you John and Anji. These are just a few of the
projects we believe are key to building excellence.
I look forward to your comments, questions, and
suggestions about any aspect of what we have
spoken to today - and about how to jointly help us
move forward.
000033
Dr. Arvind Guptas Expenses
000034
University of British Columbia Reimbursement of an Individual
TR
or
0-Req
U:
liiit4tOi
ectlon 2(a): Travelers Information (Please finish this section before proceeding)
Project/Grant
Speedchart
Non Travel Reimbursement over
Expenses
Charged To:
Office of the President
lepartment/Faculty:
mployee or Student
Justification for no
P0:
38670601
CXAM
P0 Exemption Criteria Link
22
U:
omplete iJ not a VAC employee or student

SIN U (if non travel):
ddress:
Postal Code:
Province/State:
ity:
urpose of Trip or Expense:
inonthly
Country:
AMEX statement
July 7 2015
Trips Start Date:
N/A
rips Destination:
ection 2(b): Travel Related Expensess

Date(s) of
Expenses
Detail of Expenses
(Drop down list)
(jgp down list)
(mm/dd/yy)
International Air travel other than
611000 Field trips
CXAM
CXAM
CXAM
612000 FIeld trips
CXAM
611000 Field trips
to US
611000 Field trips
Domestic air originatin6 in BC

BC to United States
Total Airfare
Total Car Rental
Original
Amount
Receipt
Ref#
(blank if
missing)
Speed Chart
(Drop down
Account Code
Item
Foreign
Exchange
Rate
on Receipt
Enter employee ID
if other than
Select Currency or Claimant or Non
UBC for visitor
specify
Claimed Amount
$SS.32
$6,793.29
$1,073.00
1.0000
$155.32
1.0000
$6,793.29
$1,294.86
$323.03
1.0000
$238.07
$584.60
1.0000
1.0000
22
$1,073.00
$8,021.61
Other Transportation
Other Transportation outside Canada
612
Field trips
CXAM
Total -Other Transportation

Meals/Entertainment- C,ST only
Meals/Entertainment-outside Canada
613000 Field trips

6l3000 Field trips
CXAM
CXAM
Total Meals
Accommodations-OutsideCanada
Acroommodations- GST only
I6l4000Fieidtrips
1614000 Field trips
CXAM
CXAM
GST only
1.0000
1.0000
J.
Accooinrnodations-fSTonly
lotal Accommodations
Total Conference Registration
Total Meal Per Diem for all PGs
Total Mileage
I
I
I
j
$1,654.15
$1,284.51
1.0000
1.0000
$0.00
$1,294.86
$323.03
$0.00
$1,617.89
$238.07
$584.60
$0.00
$822.67
$1,654.15
$1,284.51
22
22
22
$0.00
$2,932.66
$0.00
$0.00
$0.00
$13,400.83
tRAVEL RELATED
ection 2(c): Other Expenses
Date(s) of
Expenses
(mm/dd/yy)
item
(other expense select or
specify)
-
Tax Rate
(Drop down list)
Detail of Expenses
Account Code
(Drop down list, or
specify)
713000
Speed Chart
(Drop down
list)
Foreign
Receipt U
Orignal Amount
Exchange
(blank if
on Receipt
Rate
missIng)
CXAM
$2,572.50
1.0000
Claimed Amount
$2,572.50
1,0000
$0.00
1.0000
1.0000
$0.00
$0.00
Intcr enrpItree ID
if oilier than
Claimant or Non
UiIC Ibr visitor
000036
$3,500:
Arvind Gupta
dame:
1
1
1
L
50.00
$0.00
$0.00
$0.00
50.00
$0.00
i.oooo
so.oo
$2,572.50
OTAL OTHER EXPENSES

ass: Travel Advance or amount previously claimed
1.0000
1.0000
1.0000
1.0000
1.0000
1.0000
50.00
IPreious Req U(s):
$15,973.33
:LAIM TOTAL
or donor terms and conditions where applicable. Itemized travel expenses ore listed
hereby certify that the expenses in this Claim Form comply with UBC policy #83 (Travel Policy), policy #84 (Entertoinment) and the sponsor
because they were not obtainable at time of purchase or have been inadvertently lost
bove and I hove included all receipts that I was able to obtain. Receipts far lines without a Receipt Reference # were not available either
r misplaced. I have not and will not claim reimbursement far these expenses from any ather source.
Arvind GuptaPresident, UBC
Date (mm/dd/yyyy)
ignature and Title of Claimant

John Montalbano, Chair, Board of Governo
irect Supervisors Approval (Signature)
Print Name/Title
igning Authority Approval, if different than Direct Supervisor (Signature)
Print Name/Title
Date (mm/dd/yyyy)
Date )mm/dd/yyyy)
v(-
t)
000035
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Vuciuu,i,ser
.INE INFORMATION AND CHARGES

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323.03
238.07
684.60
1,654.15
J 973 33
Fund
Depl ID (Or1
it
I 5I1llSI #
PREPAII) EXPESES
Previous Requisuirurn
(3)1 ()serri,le Ane,unt
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or ut,,nu,r itrms niiil cu,nuiiliins us here applicable
lurpuse ut lrip:*
rclTTihtlrne Iravelfhtlsjlless expenses relaTed It) PresidenTs Office
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lcinl Name & Title
Date (mrn/dd/yyyyl
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luudiidnnal Penuic
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I )ireel Supervisors Appriival (Signature, Print Name & Title)0

ICheck this box iris k utuIed to P135 under TnCouncil or NCE
Special Notes (Required for all SorR funds):
Apprcived by
(liecked ly
huietvd by
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Viucluer .Nurruuher
000037
uBc:]
SSSD
SZ.Z
SS
S S
000038
000039
Till
UNIVERSITY
Of
BRITISH
COLUMBIA
MEMORANDUM
TO:
Financial Services
Requisitions Processing Section
FROM: Liz Coughlin
DATE:
Aug 4 2015
PHONE: liz.coughlin@ubc.ca
TRAVEL CLAIM #TR_30184809

REQUISITION #Q________________
RE: Original Receipts/Invoices
I hereby certify that _Ctrip flight Beijing-Hangzhou_________________________ Amount$
(description of missing receipt in detail)
_155.32 CDN__________
has/have been lost or misplaced. This/These expense/s were incurred on __Mar 25 2015
(date)
and are billable to Project/Grant number
These expenses have not and will not be claimed from any other source.
PAYEE/REQUESTER SIGNATURE
AUTHORIZED SIGNATURE
(at least one admin level higher than payee)
_Arvind Gupta
PRINT NAME
_John Montalbano___________
PRINT NAME
Notes:
1) For Research Grants, please specify if there were any purchased alcohol included in the meals expense.
2) The missing receipt form must be printed on UBC letterhead.
000040
Coughlin, Liz
From:
Sent:
To:
Subject:
Ctrip Flight Reservation Department <a_rsv@ctrip.com>

Tuesday, Match 24, 2015 5:28 PM
Hildebrand, Deidre
Flight reservation confirmation
View booking on Chip

Mainland China: 400 619 9999
InternationaI: 8621 3210 4569
Flight reservation confirmation

Dear GuptaAniind (Account: E16742),
Th
Your ticket(s) have been issued.

UjV
Booking no.
CNY
1269784662 Details
Total amount
Booking date
7,504.00
25 Mar 2015 02:03

Fare
Reservation from
Online
Payment method
Credit card
CNY 680.00 2
Taxes and fuel
CNY 50.00 2
Delivery tee
CNY 0.00
Insurance fee
CNY 0.00
3 service tee for credit card issued outside

CNY 44.00
of Mainland China
Departing
Ticket policy
-
Thu 9 Apr 201507:25
Thu 9 Apr2015 09:40
PEK
HGH
,.,,
000041
..
GuptalArvind
NaDrairty
iD
Canada
Passport
ID rumbe
Gene-
22
Male
Date of Buth
22
22
Natonaty
22
ID
22
ID number
22
Gender
22
Date of Birth
22
Ticket policy (Beijing Hangzhou)

-
Changes permitted at 30% of fare within same class if available at least 2 hours prior to departure; 50%
Modifications
of fare charged within 2 hours of departure or after departure.Both date change tee and price difference
charged when date change and upgrade occurred together.
40% of fare charged for refund if processed at least 7 days prior to departure; 80% ot fate charged for
Refunds
refund if processed at least 2 hours prior to departure and within 7 days; non-refundable within 2 hours
of departure or after departure.
Endorsements
No endorsement.
No-show
conditions
Notes
Please call us with any questions regarding this confirmation: 400 619 9999 (Mainland China)
or (+86 21) 3210 4669 (International).
000042
UBC
THE
UNIVERSITY
Of
BRITISH
COLUMBIA
MEMORANDUM
TO:
Financial Services
FROM: Liz Coughlin
DATE:
Aug 4 2015
TRAVEL CLAIM #TR_30184809

REQUISITION
#0

I hereby certify that _AirBnB_________________________________ Amount$
has/have been
_429.60__________
lost
or misplaced. ThisJThese expense/s were incurred on ___Mar 19 2015

(date)
Arvind Gupta
PRINT NAME
PRINT NAME
fat least one admin level higher than payee)
Notes:
1) For Research Grants, please specify if there were any purchased alcohol Included in the meals expense.
000043
Coughhn, Liz
Subject:
Location:
House (Accommodation), confirmation TWCMHM

120 Homewood Avenue, Toronto, ON M4Y 2]3, Canada
Start:
End:
Show Time As:
Sat 3/14/2015 12:00 AM

Fri 3/20/2015 12:00 AM
Free
Recurrence:
(none)
Organizer:
Gupta, A
From: Michelle Pereira

22
Sent: Monday, February 16, 2015 10:22 AM
To: Hildebrand, Deidre; Lucarino, Anna
Subject: Billing receipt for reservation TWCMHM
Hi Deidre,
This this the place that I booked in Toronto with AirBnB. Hopefully it works out ok.
It includes parking which is a bonus considering it is downtown Toronto.
https://www.airbnb.crooms/3041O17?checkin=13-O3-2O15&checkout=19-O3-2Ol5&guests=2&s=j1wj
Thanks,
Michelle
Fonvarded message
From: Airbnb <express@airbnb.com>
Date: Sunday, February 15, 2015
Subject: Billing receipt for reservation TWCMHM
To:
22
& airbnb
Email Receipt
Print Receipt
View Itinerary
Customer Receipt
on ri;nat,:n Cc
000044
Sun. 15 February. 2015
Receipt
2009131582
Guests
Michelle Pereira, and 1 other
Travel Destination
Toronto, Canada
120 Homewood Avenue, Toronto, ON M4Y 2J3,
Accommodation Address
Canada
Travel Piopeily
Downtown Toronto Loft
Accommodation Type
Entire home/apt
Nights
Arrive
Depart
Sat, 14 March, 2015
Thu, 79 March, 2015
Payment Detafls
Payment received: Sun, February 15, 2015
$128 CAD x 5 Nights
$640 CAD
Airhnb Service Fee
$76 CAD
$716
Total
Payment
CAD
$716 CAD
17
Balance
/N
f_\
$0 CAD
/%\
000045
UBC
THE
UNIVERSITY
Of
BRITISH
COLUMBIA
MEMORANDUM
TO:
Financial Services
DATE:
Aug 4 2015
FROM: Liz Coughlin
TRAVEL CLAIM #TR 30184809

REQUISITION #0
I hereby certify that _Hilton Chongqing_________________________________ Amount$
_297.58 CDN__________
has/have been lost or misplaced. This/These expense/s were incurred on __April 5 2015
(date)
fat least one admin level higher than payee)
_Arvind Gupta
PRINT NAME
PRINT NAME
Notes:
1) For Research Grants, please specify if there were any purchased alcohol included in the meals expense.
000046
Hildebtand, Deidre
F rem:
Sent:
To:
Subject:
Hilton Hotels & Resorts Confirmed <hiltonhotels&resorts@res.hilton.com>

Wednesday, April 01, 2015 3:03 AM
Hildebrand, D&dre
Your 02 Apr 2015 Confirmation #3176832543
YOUR STAY DATES:
CONFIRMATION:
02 Apr 201504 Apr 2015
3176832543
Modify)
1 HILTON
HHONORS
Start Earning Free Hotel Stays. Joining is Free!
Welcome,
Arvind Gupta
-Wi
[.u ri
You may print this page to show to thetaxi driver ourhatel address In Chinese:
139w
i1LlJ
ROOM INFOFIMATION:
000047
KING HILTON EXECUTIVE

RATE INFORMATION:
Rooms: I
BRSHCOLUMBIA MINI
Guests: 2 Adults
978.00 CNY
Rate per night:
Check In: 2:00 PM
Total for Stay per Room
Check Out: 12:00 PM
Rate:
1,956.00 CNY
Total:
1 956.00 CNY
Total for Stay:
1,956.00 CNY
You are egib.e for a cus torn upg-ade

foasttIeas
184 CNY
ESTANDBY UPGRADE
JOIN HILTON SELECT!

Get more wIh cash-back travel
6% cas3 back at pathcpahng hotels

HiItoo HHorors members receive
5OO0 8oru5 Points just tor joining
JOIN NOW)
rz%
BRAND NEWS DESTIF1ATION OFFERS SPEC1AL

CNTERESTS
SUBSCRIBE
COMMENTS AND REQUESTS:

ETA 2100H:INTERNET 100% DISC
ADDITIONAL INFORMATION:
Tax:
Taxes are included.
Self parking: 25.00 CNY/night
2
000048
Customer Service or Lost or Stolen Card 1-800-668-2639 (24 hours tot free
From outside of Canad&U S cal collect 905-474-9380
Ames Bank of Canada P.O Box 3204 Stn F, Toronto ON MW) 3M
Statement of Account
Page 1 of 5
The American Express Gold Rewards Card

Precired F:r
Acaurt iLumtr
MR ARVIND GUPTA
XXXX XXXXX
Previous Balance
fyqs
Less
Other CredIts
Plus
Interest
Plus
Purchases
Plus
Fees
Plus
Funds Advances
Plus
Other Charges
Ev, Balance
C ari Date
QU?r:rJ Date
Apr 29, 2015 -May 28, 2015
17
$478361
$000
SO 00
$0 00
$799 20
$000
$000
$0 00
99441
-
Amount Due
Stalemert nctudes pain-cots and charges rscn-ved by May 2S 201
BilIhg days tOo peicd 30
We value your membership. Please pay the balance in full. Thank you.
Your
.:.
Transaetan
Posting
Date
Date
-.
T:
Derails
3mcunt (Sr
Total of Payment Activity
0.00
New Charges for MR ARVIND GUPTA

Card Nan-mr X.XXrd KEA.EX
17
Apr 28
Apr 29
HELIJET INTERNATIONAL I RICHMOND
Apr 28
Apr 29
TRAVEL AGENCY VAN BNST 1 (888) 955-545
Apr 28
Apr 30
CITY OF VAN PAYBYPHONE VANCOUVER
Apr 29
Apr 29
AIR CANADA
TICKET NUN3SP.:
RSP NORTH WINNIPEG

01407750051732
PASSENGER tUT.t
May 1
May 3
May 6
May 7
AIR CANADA AIR CANADA WINNIPEG
G-JSTA/ARV111O sm
5.0O
531.25/
ROUTING r
FROM a
VANCOUVER IOrTERIIAT
TOr
SAN FRANCISCO INTL
TO r
VANCOUVER INTERItAT
TICKET PlUMBER
0142143137807
CARRIER
AC CLASS
CARRIER a
AC CLASS r
PASSENGER NAMEr GU?TA/ARVIND MR
Please detach here
AMERICAN EXPRESS
PLEASE PAY BY PAYMENT DUE DATE TO ALLOW YOUR PAYMENT TO
BE PROCESSED BY YOUR FINANCIAL INSTITUTION AND SENT TO US
Cheque payments are payable to Amex Bank of Canada
Ensure that you write your Account Number clearly on the front of your cheque
Enclose this remittance portion of your statement with your payment
Do Not Send Cash Through Mail. DETAILS ENCLOSED
MRARVIND GUPTA
6565 North West Marine Dr
Vancouver BC V6TJA7
G
0
t
Account Number
Amount Due
Payment Due Date
xxxx XXXX
17
$398441
Jun 22. 2015
Amount Paid ($)
Amex Bank of Canada)

Banque Amex du Canada
PD Box 2000
West Hill ON M1E 5H4
000049
<
Page 3 of 5
Aoccrt Nurnter
MRARVIND GUPTA
Trarsa:ti3n
Date Data Deta
X)OO( )0000
17
Orer:r
Da!e
:s.rg Da,
Apr 29, 2015 -May 28, 2015
Psst;ng
5
Lflt
May 15
May
May 19
May 19
SKYPECOM SKYPE.COM
May 18
May 19
ESSO-MCCALLUM RD ESSO
17
SHELL FLYING]
{$
41.00
HOPE
LONDON
ABBOTSFORD
Total of new transactions for MR ARVIND GUPTA
14.00
48.50Y
-799.20
000050
Page 2 of 5
zr,ra:(j Far
A30,fl:
MR ARVIND GUPTA
Taraa-A,:n
XXXX XXXX
Oberar3 Date
Number
Apt 29, 2015
17
u313 Date
-
May 28, 2015
Pa5t:ng
Date Date Data S
May 6
May 8
AIR CANADA AIRCANADA.CO WiNNIPEG

ROOTING:
FROM:
ID:
TO:
TIcKET IrC3IsER:
VAVOCUVER INTERNAl
SAN FRANCISCO INTL
VANCOUVER INTERNAl
0142143188333
,,
CARRIER:
PASSENGER NAME:
PEREIRA/NICSELLE MS
CLASS:
531.25
10.50
May 7
May 8
May 7
May 9
May 9
May 10
10.50
May 1 I
May 1 1
AIR CANADA
88.08
ROurIN3
BSP NORTH WiNNIPEG
FROM
TO:
TO:
TO:
TICKET NUMBER:
May 13
May 13
AIR CANADA
ROUTING
TO
TICKET NUMBER:
v53;CDUVER UFIERNAT
TORONTO LESTER B P
CTTAWA M000NALD CA
VANCOUVER INTERNAl
01432379311875
CARRIER:
CARRIER:
CARRIER:
PASSENGER NAME:
VANCOUVER INTERNAT
TORONTO LESTER B P
OTTAWA MCDONALD CA
VANCOUVER INTEFNAT
01432333138432
CARRIER:
CARRIER:
CARRIER:
PASSENGER NAME:
May 14
TRAVEL AGENCY VAN BNST 1(888) 955-545
May 14
May 14
AIR CANADA
CLASS:
CLASS:
U
U
U
GUPTAJAR]IND MR
AC
AC
AC
CLASS:
CLASS:
CLASS:
B
B
B
GUPTA/ARVINO
10.50
633.03
BSP NORTH WINNIPEG
FROM:
TO:
TO:
TICKET NON3RR:
CLASS:
AC
AC
2,319.18
May 13
ROUTING:
AC
BSP NORTH WINNIPEG
FROM
TO:
TO:
6.00
VANCOUVER INTERNAT
KSLOWNA
VANCOUVER INTERNAl
01432333133235
CARRIER:
AC
CLASS:
CARRIER:
CLASS:
AC
PASSENGER NA.lE: OUNTA/ARIiNU
B
B
//
May 14
May 15
TRAVEL AGENCY VAN BNST 1(888)955-545
10.50
000051
Customer Secaice or Lost or Stolen Card 18C0-E88-2S3 (24 hobru toll free)
From outside of CanadaU S call collect 9054749380
Amex Bank of Canada PC Boa 3204 SIn F. Toronto ON MIW 3fi
Page 1 of 6
The Arn-erican Express Gold Rewards Card

Prera:,d rr
Aoccbnt N,noer
MR ARVIND GUPTA
XXXX X)000
17
Doer rj Dae
May 29, 2015
cLcz.rq
-
Oate
Jun 28, 2015
Previous Balance_______________________________
$398441
faytey______________________
8441
Other Credda
$000
Interest
5000
Purchases
$8 17979
Fees
$000
Funds Advances
$0 00
Other Charges
$0 00
New Balance
58 17979
Less
Plus
Plus
Plus
Plus
Plus
Equals
Amount Due
Slatercelt ncludes pajmenls aJ Oha0e recerwd by Jun 23 2015
5:1
ra dajs ma pewS 31
We value your membership Please pay the balance in full Thank yOU
YourTransactions
Tnrsacbon
Post:rg
Cas
Date
Jun 18
Jun 18
!k
Delars
Amount IS:
PAYMENT RECEIVED
THANK YOU
-3,984.41
Reference ATISICOOC030IOO100ISSCO
Total
.3,984.41
of Payment Activity
MR ARVIND GUPTA
New Charges for

Card Norrber XXXX-xXX.1
17
May 29
May 31
Jun 3
Jun 3
AIR CANADA
ROUTIbII
TO:
Jun 3
FROM
TO
TICKET ITUNSER:
Jun 4
VANCOUVER INTERNET
KELCWNA
0;49233C253142
CARRIER:
AC
PASSENGER NAME:
GUPTA/ARVIIIO MR
CLASS:
78.85
WESTJET-BSP NORTH SOUTH CALGARY

ROtJTINO:
Jun 3
183.36 /
BSP NORTH WINNIPEG
FROM
TICKET ITUNSER
Jun 3
2.00
KELOWNA
VANCOUVER INTERNET
8339233C253152
TRAVEL AGENCY VAN BNST 1 (888)
CARRIER:
WE
CLASS:
PASSENGER NAME: GUPTA/ARVIND MR
38.85
955-545
1 Please detach here 1
AMERICAN EXPRESS
PLEASE PAY BY PAYMENT DUB DATE TO ALLOW YOUR PAYMENT TO
BE PROCESSED BY YOUR FINANCIAL INSTITUTION AND SENT TO US
Cheque payments are payable to Amex Sank of Canada
Ensure that you write your Account Number clearly on the front of your cheque
Enclose this remittance portion of your statement with your payment
Do Not Send Cash Through Mail. DETAILS ENCLOSED.
MR ARVIND GUPTA
6565 North West Marine Or
Vancouver BC V6T1A7
Account Number
Amount Due
Payment Due Dale
XXXX XXXX
17
$8,179.79
Jul 22, 2015
Amount Paid ($)
Amex Bank of Canada/

Banque Amex du Canada
P0 Box 2000
West Hill ON M1E 5H4
000052
Page 2 of 6
Dco.r:1g DeN
MRARVIND GUPTA
XXXX XXXX
Or3 0.5:
May 29, 2015 -Jun 28. 2015
17
Tratn
Pjetirg
DEe Date DeteR
Jun 4
Jun 4
AIR CANADA
BSP NORTH WINNIPEG

72UVER INCEF2IAC
TO:
TICRRI tRONSER-
Jun 4
Jun 4
AIR CANADA
ROUTING:
TDBCNLD LESTER B B
01432336233422
CLA2S.
GUBTA,ARVIND
B
tM
BSP NORTH WINNIPEG
FROM:
TO:
TICKET 1jUN50?.:
AC
ARNOER NAME.
855.52
TORONTO LESTER B P
VANCOUVER INTERRAT
01432336233433
CARRIER:
AC
BASSENGER NAME
GTJBTA/AP.VIND MR
CLASS:
Jun 4
Jun 5
TRAVEL AGENCY VAN BNST 1 (888) 955545
38.85
Jun 5
Jun 6
OKANAGAN WASH ZONE HUS KELOWNA
10.00
Jun 5
Jun 6
BUDGET RENT A CAR 14 BU KELOWNA
108.04
22
Jun 13
Jun 15
All Spice
165.55
San Mateo San Mateo
UNITED STATES DOLLAR 130.71 -9 1,26654
Jun 04
Jun 15
TAMARINE RESTAURANT 007 PALO ALTO
441.12
UNITED STATES DOLLAR 343.42 9 1.25605
Jun 16
Jun 16
AIR CANADA
63.38
BSP NORTH WINNIPEG
ROUTING:
FROM:
VAIjCCU7ER INTERNAT
TO:
TORONTO LESTER B P
TICKET NUMBER:
01432333355101
Jun 16
Jun 17
NATIONAL CAR RENTAL
CARRIER:
PASSENGER NAME:
SAN FRANCISCO
AC
CLASS:
GUBTA/ARVIND MR
278 .7
Jun 16
Jun 17
TRAVEL AGENCY VAN BNST 1(888)955-545
15.75
000053
Page 3 of 6
Pre;aroJ For
?c::unl hurler
XXXX XXXX
MR ARVIND GUPTA
Trans,,cton
17
CR5.23 Dale
Oren:ng Date
May 29, 2015
Jun 28, 2015
PosIng
Dale Date Details
Amuuel (5
Jun 16
Jun 17
VANCOUVER AIRPORT PARKI VANCOUVER
56.06
Jun 16
Jun 17
SAN BRUNO VALERO 000000 SAN BRUNO
44.33/
//Z
UNITED STATES DOLLAR 35.02 E 1.24535
Jun 17
Jun 17
CROWNE PLAZA CABANA PAL PALO ALTO

ARRIVAL
DEPARTURE
1,356.57
TTLSHTS
06/13/15
05/16/15
UNITED STATES DOLLAR 1,071.74 5 1.25575
Jun 17
Jun 18
TREO, PORT MANN BRID
VANCOUVER
6.00:/
Jun 17
Jun 18
VANCOUVER
Jun 17
Jun 18
VANCOUVER
:zZ
Jun 18
Jun 18
AIR CANADA
149.56/
BSP NORTH WINNIPEG
RDUTIND
FROM
VANCOUVER INTEP.DAT
TO:
F.ELGWNA
TICKET NOJOISER:
01492339367276
CARRIER:
AC CLASS:
PASSENGER NAtIS: GUPTA/ARVIND
Jun 18
Jun 19
Jun 19
Jun 20
4848 DIAMOND PARKING 48 VANCOUVER
Jun 21
Jun 22
Jun 22
AIR CANADA
ROUTING
,,7j
575/-
BSP NORTH WINNIPEG
FROM
TO:
TICKET SIUMSER:
10.50
10.00
Jun 20
VANCOUVER INTERUAT
TORONTO LESTER B P
01432331153772
Jun 22
Jun 24
SCADDABUSH DOWNTOWN
Jun 23
Jun 23
VERTICAL SYSTEMS. INC. 408-752-8100
CARRIER:
AC
CLASS:
PASSENGER MARE: GU?TA/ARVINO MR
29.80
TORONTO
20.03
Jun 23
Jun 24
ENTERPRISE RENT A CAR
Jun 23
Jun 24
PETROCAN
Jun 23
Jun 24
LABUCA
Jun 24
Jun 24
TORONTO MARRIOTT EATON TORONTO
Jun 24
145.14
VANCOUVER
DEPARTURE
662.81
NIGHTS
06/23/15
AIR CANADA
ROUTING:
34.00
MISSISSAUGA
ARRIVAL
06/22/15
Jun 24
91.34
MISSISSAUGA
TICKET TflOtBER:
180.167
BSP NORTH WiNNIPEG
FROM:
TO:
KELOWITA
VANCOUVER INTERNAT
01492391162264
CARRIER:
AC
PASSENGER NAME:
GUPTA/ARVIND
CLASS:
Jun 24
Jun 25
10.50
Jun 25
Jun 26
ENTERPRISE RENT A CAR
89.6$
Jun 25
Jun 26
OKANAGAN WASH ZONE HUS KELOWNA
Jun 25
Jun 26
VANCOUVER AIRPORT PARKI VANCOUVER
20.00
Jun 27
Jun 28
1050
KELOWNA
Total of new transactions for MR ARVIND GUPTA
3.00
22
000054
Presidents Office
YVR/YLW
YLW,YVR
3481 19S
348241S
SF0
Presidents Office
Concur Online
WR/YYZ
YYZ/YVR
348676S
3487645
YYZ
Concur Online
Concur Online
WR/YYZ
3488245
Presidents Office
YVR/YLW
348921S
WR/YYZ
Total Fare
Base Fare
38.85
183.36
78.85
301.06
Sales by Invoice
ALNendor
SERVICE FEES
Air Canada
Westjet Air!
SERVICE FEES
10.50 j
149.56
160.06.J
38.85 /
206.30
/
85552 //
1,100.67 V
Gupta/Arvind Mr
Gupta/Arvind Mr
Gupta/Arvind Mr
37.00
162.51
75.00
274.51
0.00
37.00
196.82
714.90
948.72
AirCanadaAir Canada
0.00
National Car
15.75
63.38
79.13
-
SERVICE FEES
15.00
60.36
75.36
98.00
Gupta/Arvind Mr
Gupta/ArvindMr
Gupta/Arvind Mr
Air Canada
98.00
Sales by Invoice
n-
Gupta/Arvind
Budget Car R
Gupta/Arvind Mr
Gupta/Arvind Mr
SERVICE FEES
10.00
130.32
140.32
Gupta/Arvind
Air Canada
GU
Gupta/Arvind
Gupta/Arvind
Chent Name
Invoice
Traveler
Itinerary
348083S Presidents Office
North South Travel

3702 West 10th Avenue
Vancouver, BC. V6R 2G4
BC Reg #3714-4
B/N 10393 5680 RT0001
Issue Dt
Ticket No
02/06/2015
923862531492386253 15-
03/06/2015
.....2366253429238625343-
39469001 OCOU
05/06/2015
15/06/2015
23893661O-
12442169CA5F
16/06/2015
17/06/2015
9238936727-
19/06/2015
92391 16077-
13/07/2015 1:59:32
From: 01/06/2015
To: 30/06/201 5
Page
000055
Issue Dt
Ticket No
23/06/2015
9239116226-
896030006C0U
24/06/2015
26/06/2015
9239255652-
Client Name
Invoice
Itinerary
349062S Concur Online
Concur Online
YLWIYVR
349118S
YLW
Concur Online
YLW/YVR
349276S
13107/2015 1:59:32
Total Fate
AL/Vendor
2,640.52
10.50
160.06
170.56
Base Fate
Traveler
SERVICE FEES
-
10.50
180.16
190.66
10.00
149.46
159.46
c1o
39.00
Air Canada
Enterprise C
Gupta/Arvind
Gupta/Arvind
Gupta/Arvind
SERVICE FEES
-
10.00
130.32
140.32
Air Canada
-
Gupta/Arvind
Gupta/Arvind
2,326.07
Sales by Invoice
Page 2
000056
Victoria
May 4, 2015.
Ottawa, ON
June 2-3, 2015.
17, 2015
Palo Alto, CA
June 13
Toronto, ON
-
June 22 23, 2015
Mon, May4
Tue, Jun 2
Wed,Jun3
Sat, Jun13
Sun, Jun 14
Mon, Jun 15
Tue, Jun 16
Mon, Jun 22
Tue, Jun 23
Breakfast
$
$
$
$
$
$
$
$
14.00
-
14.00
-
Lunch
$
$
flight
14.00
Dinner
flight
flight
flight
16.00
16.00
$
$
$
$
$
$
16.00
$
$
flight
30.00
Total
$
$
$
$
$
$
$
$
14.00
30.00
30.00
16.00
30.00
3c
7(
000057
NORTH SOUTH TRAVEL

NORTH
soum
Phone; 604-736-7447
CHRIS@NSTRAV.BC.CA
Electronic I nvoice
Prepared For:
GUPTA/ARVIND
SALES PERSON
40
INVOICE NUMBER
0337528
INVOICE ISSUE DATE

RECORD LOCATOR
31 Oct 2014
ATTPNE
CUSTOMER NUMBER
9991361000
Client Addre
UNIVERSITY O BRITISH COLUMBIA
ATTN-ARVIND GUPTA 604-822-8300
UNIVERSITY O BRITISH COLUMBIA
7TH FLOOR WALTER C. KOERNER LIBRARY
VANCOUVER BC V6T1Z2
DATE: Tue, Feb 10

Right: AIR CANADA 204
From
To
Departure Terminal
Duralion
Type
Stop(s)
Seat(s) Details
VANCOUVER BC,
CANADA
CALGARY INTLAB,
CANADA
M
Olht(s) :27min(s)
EMBRAER EMB E90
JET
Non Stop
GUPTNARV1ND
Departs
08:00
Arrives
10:27
Class
Economy
Meal
Seat(s) 17C
AC
Departs
21:15
Arrives
21:54
Arrival Terminal
Class
M
Economy
)O<X)O(XX 33
DATE: Tue, Feb 10

From
To
CALGARYINTLAB,
CANADA
VANCOUVER BC,
CANADA
Duration
Olhr(s) :39min(s)
Type
EMBRAER EMB E90

JET
Stop(s)
Seat(s) Details
Meal
Non Stop
GUPTAARVlND
AC -XXYDC<XX33
Seat(s)-17C
DATE: Tue, Feb 10

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
V.AT,/G.S.T,/H.ST.
AX
17
CAD * 10.00
CAD 0.50
000058
DATE: Mon, Aug 10

Others
JCOUVEP BC
AJRPA-RE IS 847.95.
DATE: Sun, Aug 30

Others
VANCOUVER BC
HA/B A SAFE AND
PLEASANT TRIP
c7(J
Ticket Information
Ticket Number
AC 5830713649
Passenger
GUPTAAR\1ND
BilleUto:
A
17
V.A.TJG.SJ]H.S.T.
*47425
CAD
CAD
SubTotal
Total V.A.T.IG.S.T.IH.S.T.
Net Credit Card Billing
Total Amount Due
23.71
CAD 484.25
CAD 24.21
*
CAD 508,46
CAD 0.00
I71NERARY NOTES:
AFTER HRS EMERGENCY 1-8aa-567-9433 FEE FOR SERVICE

OR CALL 1-303-801-2163 IF TOLL FREE NOT AAILABLE
VHEN CALLING AFTER HRS QUOTE YOUR EMERGENCY CODE 8AHO
YOUR AGENT IS CHRIS-DIRECT PHONE 604 717-1735/M-F 830-430
DURING OFFICE HOURS PLEASE CALL US AT 604 736 7437
OR TOLL FREE 1-800-665-1832
AFTER HRS EMERGENCY 1-883-567-9433 FEE FOR SERVICE CODE SAHO
TICKET IS NONREFUNDABLE. CHANGE PENALTIES APPLY.
ANY CHANGES M]ST BE MADE BEFORE THE ORIGINAL FLIGHT DATE.
IF THE TICKET IS CANCELLED THIS MUST BE DONE BEFORE THE
DATE OF THE FIRST FLIGHT.
RECOMMENDED CHECK-IN TIME IS 2 HOURS BEFORE DEPARTURE
TIMES VARY BY AIRLINE AND DESTINATION
WEB CHECK IN IS OPEN 24HR IN ADVANCE REFER TO THE AIRLINES VIES SITE
BAGGAGE ALLOWANCES VARY BY DEST INATION AND AIRLINE.
CHECK WITH YOURAIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES
---TRAqEL DOCUM ENTAT ION----A VALID PASSPORT IS REQUIRED
PASSPORT SHOULD BE VALID FOR AT LEAST 6 MONTHS
AFTER YOUR PLANNED DEPARTURE FROM A FOREIGN COUNTRY.
MAKE SURE THAT YOU HAVE PROPER VISAS!DOCUMENTS FOR YOUR JOURNEY.
IF YOU ARE TRAVELLING UNDER THE VISA WAIVER PROGRAM.
ESTAAPPROVAL IS NOW REQUIRED IF YOUR TRIP INCLUDES A STOP
OR TRANSFER IN THE USA-SEE VNW.CBP.GOV/ESTA.
INSURANCE IS STRONGLY RECOMMENDED FOR YOUR TRYJEL
PLEASE ASK YOUR TRAVEL AGENT FOR DETAILS
INVOICE NOTES:
BR2
CLIQUID-ARVIND.GUPTA USC CA
B t\-40
Your travel arran9er providesthe inforn:aton contained in thisdacumeoL Itou have any quesLons about the content. pIea- contact yourtra;&
arranger, For Credit Card Service feeA please &e eTicet receipt fr total charqe
000059
flights AC1844,
AC1845;
These fhghts are operated by Ar

tOim
AIR CANADA
DJW
vVt4
V
flight services and amenities, as these

differ from those of Air Canada.
F: Food for utchase on board AH Air Canada Caf purchases made on board Air Canada and Air
Canada rouge flights, as well as on Air Canada Express flights operated by Jazz, are payable only
with Visa, MasterCard and American Express credit cards.
Operated by:
Air Canada rouge
Passenger Information
1: Ms Michelle Marie-clarePereira : Adult f 16+), Ticket Number: 0142148166869
Frequent Flyer Prog : None
Meal Preference :
None
Payment Card:
xxxx-xxxx-xxx
Special
Needs:
None
17
Seat Selection:
AC1844 16B , AC1845 16B
Purchase Summary
Fare Summary
Passenger Type
Adult
Air Transportation Charges

Departing Flight Flex
193.00
Return Flight
193.00
Surcharges
15.00
Taxes, Fees and Charges

Canada Airport Improvement Fee
U.S.A Transportation Tax
U.S Agriculture Fee
Canada Goods and Services Tax (GST/HST 10009-2287 RT0001)
U.S Passenger Facility Charge
U.S.A Immigration User Fee
Air Travellers Security Charge (ATSC)
20.00
42,98
6.07
21.66
5.46
8.50
12.10
September 11 Security Fee
6.80
U.S. Federal Customs Fee
6.68
Total before options (per passenger)

Number of passengers
531.25
x 1
531.25
Total with options

Travel Insurance (declined)
Grand Total
0.00
Canadian dollars
$531.25
Payment Information
Credit/Debit Card xxxx-xxxx-xxxx 17
Amount paid: $531.25
The following amount (tax inclusive) will appear on your credit card or debit card statement:
-
Air Canada: $531.25 (Air Transp. Charges
per ticket)
Ticket number(s): 0142148166869
000060
Coughlin, Liz
From:
Sent:
Janecek, Patricia
Wednesday, May 06, 2015 3:28 PM
Coughlin, Liz
Lucarino, Anna
FW: Air Canada 13-Jun: Vancouver
selected
Cc:
Subject:
San Francisco (booking ref: KV3PZE)
seat
Hi Liz,
Please find below the receipt for Michelles flight to/from Vancouver/San Francisco, June 13 and 16, charged to
Arvinds AMEX.
PJ
From: Air Canada [mailto:confirmation@aircanada.caJ

Sent: Wednesday, May 06, 2015 1:13 PM
To: Janecek, Patricia
Subject: Air Canada 13-Jun: Vancouver San Francisco (booking ref: KV3PZE)
-
seat selected
PLEASE DO NOT REPLY TO THIS E-MAIL
AIR CANADA
i...Fi
Itinerary/Receipt
.t : ..i
:.:.4.
Your booking is confirmed. Please print/retain this page
for your financial records (e.g. for taxation, expense claim

or payment card reconciliation purposes). We thank you for
choosing Air Canada and look forward to welcoming you on
board.
Scan this barcode to -I.

Air Canada check In
kiosk.
.1
..
..
Access your personalized

Air Canada travel information
View your planner>
000061
Booking Information
Customer Care
KV3PZE
Booking Reference:
Air Canada
1-888-247-2262
Flight Arrivals and
Departures
1-882-422-7533
Electronic Ticketing confirmed. This is your official

itinerary/receipt.
Main Contact:
22
Online Services
Manage my booking online (view/change my booking; select seats).
Reguest an upgrade
Select Seats
Maple leaf Lounge I Meal Vouchers I On Mv Way
Alert me of flight status changes directly to my mobile phone or email
Flight Arrivals & Departures
check online if my flight is on time.
Check-in online and print my boarding pass,

*
Can my booking, be changed online?
Additional passenger information is required

Your current flight itinerary includes travel to a country
that requires additional passenger information.
We strongly encourage you to provide this information
ahead of time from the comfort of your home or office
with our secure online form.
Provide Passenger Iformattn
Flight Itinerary
Flight
From
To
Vancouver,
Vancouver Intl
(YVR)
Sat 13-Jun 2015
09:55 Terminal
N
San Francisco,
San Francisco
Intl (Sf0)
Tue 16-Jun 2015
11:10 Terminal
I (mt.)
San Francisco,
San Francisco
Intl (SF0)
Sat 13-Jun 2015
12:25 Terminal
I (mt.)
Vancouver,
Vancouver Intl
(YVR)
Tue 16-Jun 2015
13:27 Terminal
Stops
Duration
Aircraft
.!ee
hr3O
319
Fi&
2hr17
319
Meal
iF
j
G
000062
Coughlin, Uz
From:
Sent:
To:
Subject:
Lucarino. Anna
Wednesday, May 06, 2015 4:11 PM
Kahion, Reny
RE: Travel for Michelle
Thanks Reny.
From: Kahlon, Reny

Sent: Wednesday, May 06, 2015 4:08 PM
To: Lucarino, Anna
Subject: RE: Travel for Michelle
Hi Anna: This is approved. I will keep this as part of record. Regards. Reny
From: Lucarino, Anna

Sent: Wednesday, April 29, 2015 2:30 PM
To: Kahion, Reny
Subject: Travel for Michelle
Hi Reny,
DAE has asked for Michelle to be part of an upcoming business trip for Arvind to San Francisco: June 13-16.
Can you confirm the Board Chairs approval in advance?
Many thanks,
Anna
On Apr 8, 2015, at 10:36 PM, Kellam, Terry <terrv.kellam@ubc.ca> wrote:

Hi Michelle,
I hope youre well! I understand you and Tara had a great meeting last week. I know that, at that
meeting, Tara mentioned the mid-June trip to the Bay area, and I wanted to follow up with you to be
sure it is on your calendar. We think it would be great if you could also participate in that trip, if youre
able to travel at that time.
If theres somewhere else I should be directing this request, please let me know Ill also be following
up with Anna Lucarino about various elements of the trip, and coordinating activities but given that I
imagine you manage your own calendar, thought I should also reach out to you.
Thanks Michelle.
TK
Terry Kellam
1
000063
MICHAEL WALDK[RCH
COMPANY INC.
Certified General Accountant
7 EAST 5TH AVENUE
VANCDUVEP., BC
V5T 1 67
Tel:
May 5. 2015
Invoice # 4735
* **
INVOICE
** *
Dr. Arvind Gupta

6565 NW Marine Drive
Vancouver, BC
V6T 1A7
Attention: Dr. Arvind Gupta:
For all services rendered, including:
Financial Planning Services for 20142015.
Our fee
$ 2,450.00
GST#R838654564
122.50
Total
$ 2,572.50
Michael Waldkitch & Company Inc.

Per:
_Aichael N. Waldkirch, CPA, CGA
NET 30 DAYS OVERDUE ACCOUNTS ARE SUBJECT TO

A SERVICE CHARGE OF 1.5% PER MONTH 18% PER ANNUM
MiCHAEL N. WALDKIRCH,
(h04)
273 LJ53
Fax: t64 27314J7

inf) .val4kirch.ca
wv..,viIdkrch.c.i
BA. CPA. CGA
PROFESSIONAL CORPORATION
000064
Coughlin, Liz
From:
Subject:
Lucarino, Anna
Wednesday, May 27, 2015 11:47 AM
Castle, Lisa
RE: Benefits Question
Thanks lisa.
From: Castle, Lisa

Sent: Wednesday, May 27, 2015 11:33 AM
To: Lucarino, Anna
Subject: RE: Benefits Question
It should be made out to Arvind as thats who requested the work. It would be best if the invoice just had a general
descriptor of financial planning services for 2014-15 than details. Once you receive it, I can pick it up or you can pUt it
to me, and HR will pay it right away.Jisa

Sent: May-27-15 11:27 AM
To: Castle, Lisa
Hi Lisa, may I ask who the invoice should be made out to? ARind or USC directly?
Thanks,
Anna
From: Castle, Lisa

Sent: Thursday, May 21, 2015 5:13 PM
To: Lucarino, Anna
No worries Anna, its busy!

On your next questions:
Yes, and so the University has to take the amount of the taxable benefit and gross it up so that Arvind remains
whole. He doesnt need to do anything. Its done each ianuary/Eebruary; and
Yes he needs to receive an invoice. Its sent to me and I have the budget set aside for this.
Thanks, Lisa
Sent: May-21-15 5:07 PM
To: Castle, Lisa

A belated thanks on this.
1
000065
2 more questions, hopefully as easy as the vision co/erage:

-
For the house, it is a taxable benefit but the university reimburses the tax. Does Arvind need to do
anything or is this automatic (i.e. it may already be reflected in his pay).
His contract has $2500 for an accountant. Is this automatic or does he need to get his accountant to
send an invoice?
Thanks,
Anna
From: Castle, Lisa

Sent: Thursday, May 07, 2015 10:32 AM
To: Lucarino, Anna
Hi Anna, I can, this is easy. Arvinds contract says he has the same benefits as faculty. Here is the
link: http://www.hr.ubc.ca/benefits/extended-health/academic-executive/. Paragraph E says $250 every 2 years. Thats
the same benefit as faculty.
Many staff have $400 every 2 years but the staff unions and the FA have made different decisions around coverage. So,
we have variances.. .Lisa
Sent: Thursday, May 07, 2015 10:19 AM
To: Castle, Lisa
Subject: Benefits Question
Dear Lisa,
Im hoping you can assist with this... Arvind seems to recall being told that his vision coverage as President
was $400 (different than the faculty coverage). SunLife indicates it is $250.
Are you aware of any of this? His contract doesnt indicate anything, and were not sure if this is correct.
Thanks Lisa. No rush...
Anna
Anna Lucarino
Director of Operations I Office of the President
The University of British Columbia
7th Floor Walter C. Koerner Library
1958 Main Mall I Vancouver, BC V6T 1Z2
Tel: 604.822.0663
anna.lucarino @ ubc.ca hffl://president.ubc.ca
pI.& rrd
THL Un
.WITY O[ RiTIH CLVMBI
000066
Cqghlin, Liz
From:
Sent:
To:
Subject:
Expedia Travel Confirmation <Confirmation@ExpediaConfirm.com>

Friday, Match 13, 2015 4:15 PM
Hildebrand, Deidre
Expedia travel confirmation 14 Mar (ltin# 7102517935957)
-
Thank you for booking with Expedia!

Please review your trip details below. You can also view your itinerary online for the most up-to-date information.
Access your itinerary anywhere.
GET THE FREE APP
Car rental in Toronto

14 Mar2015 -19 Mar 2015
ltinerary# 7102517935957
Budget
Confirmation #071 59562CA4
14 Mar 2015-79 Mar2015, Compact 2 or 4-Door Car
Your reservation is booked and confirmed. No need to call us to reconfirm this

reservation.
Price Summary
Drop off
6:00pm
19 Mar2015
Pick up
6:00am
14 Mar2015
Toronto (YYZ)
Counter and car in terminal
Open Midnight 1 :OOam,
6:00am Midnight
-
Toronto (YYZ)
Open Midnight 1:00am,
6:00am Midnight
Total Price $256.30
Compact 2 or 4-Door Car
Chevrolet Sonic or similar

InclLides air conditioning, automatic
transmission, 2-wheel drive
Reserved for
Additional Car Services

Mileage rciles:Unlimited
mileage
ARVIND GUPTA
For specific rental questions, contact the car agency at 800-5270700 (reservation), 905-676-1500 (direct)
1
000067
000068
Concur Online
Concur Online
347571 S
YYZ
Concur Online
Concur Online
YVR/YLW/YVR
347166S
YVR/YYZ/YOW/YVR
347089S
13/07/2015 1:5522
29/05/2015
Presidents Office
WR/YYZ/YOW/YVR
346939S
WR/SFO/YVR
Client Name
Invoice
Itinerary
346772S Concur Online
347886S
11287063CA4F YLW
10893928CA3F
22/05/2015
9238013923-
13/05/2015
9238013843-
12/05/2015
9237851187-
0810512015
2148157867-
Issue Dt
Ticket No
06/05/2015
North South Travel

3702 West 10th Avenue
Vancouver, BC. V6R 2G4
BC Reg #3714-4
B/N 10393 5680 RT0001
Gupta/Arvind
Gupta!Arvind
Gupta/Arvind
Gupta/Arvind
Gupta/Arvind
Gupta/Arvind
Gupta!Arvind Mr
Gupta/Arvind Mr
SERVICE FEES
Gupta/Arvind
Gupta/Arvind
74.58
3,719.12
3,340.24
lO.5V
633.03/
643.53 v
10.50
2,319.18
2,329.68
10.50
88.08
98.58
10.50
531.25 7
541.75 V
Total Fare
74.58
31.00
10.00
568.64
578.64
10.00
2145.44
2,155.44
10.00
79.58
89.58
10.00
401.00
411.00
Base Fare
Sales by Invoice
Budget Car R
Budget Car R
Air Canada
SERVICE FEES
Air Canada
SERVICE FEES
Air Canada
SERVICE FEES
Air Canada
ALNendor
Traveler
Sales by Invoice
Page 1
From: 01/05/2015
To: 31/05/2015
HeliJet lnterntionat Inc. Reservticns Site Itinerary
422O15
cvrent
Your Confirmed Itinerary
All prices are one-way in CANS

Please print this page or record the reservation number as confirmation of your reservation.
Authorization
Number:
Reservation Number 453838
Y.181658:232b2b9.::NYY
Departure Flight
From. VANCOUVER HARBOUR To: VICTORIA HARBOUR Search Date: 0410512015
Flight Date
04/05/2015
Arrival
08:25 YWH
Departure
07:50 CXH
Flight
705
Return Flight
From. VICTORIA HARBOUR To. VANCOUVER HARBOUR Search Date, 04105/2015
Flight Date
0405/2015
Arrival
19:15CXH
Departure
184OYWH
Flight
658
Charge Summary
Amount:
189.52
189.52
Description:
Fare Class SUMM2O15
Fare Class SUMM2O15
Tax:
9.48
9.48
Mt.
First Name
Arund
vMth Infant
Last Name:
7th Floor. Walter C.
City
Vancouver
Postal Code:
V6T 172
Email
pa tn ca .jan a cc k tibc
Pnone Number
604-827-3022
Gupta
Infant Name:
Address Line 1.
Koetner Library
199.00
398.00
Total:
Title
Total:
199.00
Address Line 2.
ca
1958 Main Mall
Province:
British Columbia
Country:
Canada
Verify Email:
patricia.janecek:ubc.ca
Mobile Number:
1/1
https //ameliaweb.i ntaii s S ca/HELIJET/Iti nerary.aspx7langen&sesid
000069
Lucarino, Anna
Heliiet Reservations <passengerservices@helijet.com>
Tuesday, April 28, 2015 11:18 AM
Janecek, Patricia
HeliJet International Inc. Reservation #453838 Itinerary
From:
Sent:
To:
Subject:
Victoria Harbour: 79 Dallas Road, Victoria BC V8V 1A1

Vancouver Airport: 5911 Airport Road South, Richmond BC V7B 1 B5
Vancouver Harbour: 455 Waterfront Road W, Vancouver BC V6B 5E8
Nanaimo Harbour: 100 Port Drive, Nanaimo BC V9R 0C7
Reservations: 1800.665.4354 website: heIijet.corn
RESERVATION CONFIRMATION
Passenger
-aliT.
Reservation # Total Charges Total Taxes Total Amount Total Payments Balance Due
Name
ARVIND
GUPTA
453838
379.04
18.96
.:
398.00
398,00
0.00
To
Flight
Status
Itinerary
Date
Leg
From
04 May 2015 07:50 VANCOUVER HARBOURI 08:25 VICTORIA HARBOUR

04 May 2015
19:15-VANCOUVER HARBOUR
18:40 VICTORIA HARBOUR
1
2
CONFIRMED
CONFIRMED
705
858
Charges
Date
Amount Taxes Total

.U
Description
Passenger
,.,
1
2
28 Apr 2015
28 Apr 2015
Total
379.04
GUPTA. ARVIND SUMM2O15

GUPTA, ARVIND SUMM2O15
FULLFARE SUMMER 201

FULLFARE SUMMER 201
189.52
189.52
9.48
9.48
199.00
199.00
398.00
18.96
Payments
jW
Date
Description
Payer
28 Apr 2015 American Express Arvind Gupta
Method Amount P0 Number Receipt

.4
389642 Y:181658:232b2b9.::NYY
398.00
AX
Authorization
THIS ITINERARY IS YOUR OFFICIAL TRAVEL DOCUMENT. PLEASE READ FULLY.

Carriage is subject to applicable tariffs, conditions of carriage and related regulations which are available at the He//jet
International administration offices. Carriage hereunder is subject to the rules and limitations relating to the liability
established by the Warsaw Convention.
Itinerary Status Codes:
Confirmed 1W- Waitlist / X
Cancelled I S
Standby
Passenger Travel Information:
For detailed Travel Information visit helijet.com or call Helijet Reservations 1.800.665.4354
Passenger Check-in:
Passengers are required to check-in at least 20 minutes prior to scheduled flight departure time.
Aircraft Type:
1
000070
Coughlin, Liz
From:
Sent:
To:
Subject:
Attachments:
Concur <Travel@concursolutions.com>
May-29-15 11:18 AM
Janecek, Patricia
Car Reservation at KELOWNA June 3-5
ConcurCalendarEntry.ics
-
This itinerary emailed by request of Julia Waring (patricia.ianecektubc Ca) Ofl 5/29/2015 2:18:20 PM
Trip Name: Car Reservation at KELOWNA

Start Date: June 03, 2015
End Date: June 05, 2015
Created: May 29, 2015, Julia Waring (Modified: May29, 2075)
Description: (No Description Available)
Comments to Agent: Professor Gupta will be arriving June 3, on flight AC8422 (11:49PM).
Agency Record Locator: WOWYQG
Reservation for: Arvind Gupta
Total Estimated Cost: $ 87.50 CAD
Budget Car Rental at: Kelowna CA (YLW)

Pick-up at: Kelowna CA (YLW)
Pick Up: 11:45 PM Wed Jun3

Pick-up at:Kelowna CA (YLW)
Number of Cars:1
Confirmation: 11 287063CA4FAS1
Status:Confirmed
Frequent Guest Number: LD499B
Rate Code:01l
Return: 03:30 PM Fri Jun 5

Returning to:Kelowna CA fYLW)
Additional Details
Rate: $ 37.29 CAD dait-ate 0.1000 extra miles; $37.29 CAD extra daily rate 0.1000 extra miles; $ 27.97 CAD extra
hourly rate O.1000,9xtfa miles
Total Rate: $
CAD
Corporate Discount: Al 62036
3
Rental Details
Standard / Car/ Automatic transmission / Air conditioning
Car:
Total Estimated Cost:
$ 87.50 CAD
$ 87.50 CAD
zz:z:zz
1
000071
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
CHRISI NSTRAVELBC.CA
Electronic Invoice
Prepared For:
GUPTA/ARVIND
SALESPERSON
40
INVOICE NUMBER
0346772
INVOICE ISSUE DATE
06 May 2015
RECORD LOCATOR
LPRJWH
CUSTOMER NUMBER
9991361000
O lent Ad dre
UNIVERSITY OF BRITISH COLUMBIA
ATTN-ARJIND GUPTA 603-822-8300
ATTN-ARVIND GUPTA 604-822-a300
UNIJERSITY OF BRITISH COLUMBIA
VANCOUVER BC V6T1Z2
VANCOUVER BC V6T1Z2
Notes
AIR CANADA TICKET NIJMBER 014 2143157857
DATE: Sat, Jun 13

Others
VANCOUVER BC
AIR CANADACON FIR MATION
K FTP 6 A
DATE: Sat, Jun 13

Fight: AIR CANADA 1844 Operated by: AR CANADA ROUGE
Departure Terminal
Duration
Type
Stop(s)
Seat(s) Details
V4NCOUVER BC,
CAN ADA
SAN FRANCISCO.
CA
M
2hr(s) 30min(s)
AJRBUS INDUSTRIE
A319 JET
Non Stop
GI]PTNARND
Departs
09:55
Arrives
12:25
Arrival Terminal
Class
Meal
Economy
Food for Purchase
AC
XYYX)00K33
DATE: Tue, Jun 16

Flijht: AIR CANADA 1849 Operated by: AIR CANADA ROUGE
From
Departure Terminal
Duration
SAN FRANCISCO.
CA
VANCOUVER BC.
CANADA
I
2hr(s) l7min(s)
AJRBUS INDUSTRIE
A319 JET
Departs
17:25
Arrives
19:42
Arrival Terminal
Class
Meal
M
Economy
Food tar Purchase
000072
DATE: Tue, Jun 16

Others
hfCOU\JER BC
RESERA-TIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to.
VATJG.S.TJH.S.T.
AX
CAD 10.00
CAD 0.50
17
DATE: Wed, Dec 16

Others
VANCOUVER BC
AIRFARE IS $531.34.
DATE: Wed1 Apr 13

Others
VANCOUVER BC
HAVE A SAFE AN D
PLEASANT TRIP
Ticket Information
Ticket Number
AC 2148157867
Passenger
Billedto:
GUPTAA
AX)0O<X)00000
V.A.T.IGS.T]H.S.T.
17
*50959
CAD
CAD
SubTotal
Total VAT./GS.T.IH.S.T.
Total Amount Due
21.66
CAD 519.59
CAD 22.16
*
CAD 541.75
CAD 0.00
I11NERARY NOTES:
AFTER HRS EMERGENCY 1-888-567-0138 FEE FOR SERVICE
OR CALL 1-303-801-2163 IF TOLL FREE NOT AVAILABLE
MIEN CALLING AFTER HRS QUOTE YOUR EMERGENCY CODE 8AHO
OR TOLL FREE 1-800-665-1832
AFTER HRS EMERGENCY 1-88a-567-9438 FEE FOR SERVICE CODE 8AHO
ANY CHANGES MUST BE MADE BEFORE THE ORIGINAL FLIGHT DATE.
DATE OP THE FIRST FLIGHT
TIMES JAR? Bt AIRLINE AND DESTINATION
WEB CHECK IN IS OPEN 2IHR IN ADVANCE REFER TO THE AIRLINES WEB SITE
BAGGAGE ALLOWANCES VARY BY DESTINATION ANDAIRLINE.
CHECK ViTH YOUR AIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOJJANCES.
----TRAMEL DOCUMENTATION---
A VALID PASSPORT IS REQUIRED
MAKE SURE THAT YOU HAlE PROPER VISAS/DOCUMENTS FOR YOUR ]OURNEY.
IF YOUARE TRAJELLING UNDER THE VISA WAIVER PROGRAM.
ESTAAPPROIAL IS NOW REQUIRED IF YOUR TRIP INCLUDES A STOP
OR TRANSFER IN THE USA SEE WWNCBP.GO]/ESTA
INSURANCE IS STRONGLY RECOMMENDED FOR YOUR TPAJEL
PLEASE ASK YOUR TRA/EL AGENT FOR DETAILS
-
JVfllf MflW
000073
sf)U1f1
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
CHRIS@NSTRAVEL.BC.CA
Eectronic Invoice
Prepared For:
GUPTA/ARVIND MR
SALES PERSON
41
INVOICE NUMBER
0346939
INVOICE ISSUE DATE
08 May 2015
RECORD LOCATOR
QIGLVT
CUSTOMER NUMBER
9992002000
Client Ad dre
UNIVERSITY OF BC
OFFICE OF THE PRESIDENT
7TH FLOOR. WALTER C KOERNER LIBRAR(
1958 MAIN MALL
VANCOUVER, BC VCT 1Z2
DATE: Wed, May13
Right: AR CANADA 156

From
Departure Terminal
Duration
Stop(s)
Seat(s) Details
VANCOUVER BC,
CAN ADA
TORONTO ON,
CANADA
M
4hr(s) 3lmin(s)
AIRBUS INDUSTRIE
A321 JET
Non Stop
GUPTNARV1ND MR
Departs
22:30
Arrives
06:01 (+1 clay)
Arrival Terminal
Class
1
Economy
Food for Purchase
AC
XXXXXXX33
DATE: Thu, May14

From
Departure Terminal
Duration
Stop(s)
Seat(s) Details
TORONTO ON,
CAN ADA
Departs
07:00
OHAWAON.
Arrives
08:03
Class
Meal
Economy
CANADA
1
lhr(s) 3rnin(s)
P1RBUS INDUSTRIE
A319 JET
Non Stop
GUPTAAR\AND MR
AC
)OXXX33
DATE: Thu, May14

From
Durajon
OTTAWAON,
CAN ADA
VANCOUVER BC,
CANADA
5hr(s) i7rnin(s)
Departs
17:55
Arrives
20:12
Arrival Terminal
Class
M
Econom
000074
Seads) Detas
Non Srop
GUPTAJARVWJD MR
Seat(s) 32c
AC
X</Xy3<33
DATE: Thu, May 14

Others
\LONCOU\JER BC
RESERVATIONS
AD TICKETING
PROCESSING FEE
Processing Fee
Billed to:
VAT.IG.S.TJH.S.T.
Subtotal Billed to
Credit Card
AX XXYY.>DOOO
Passenger
Exchange
GUPTAARVIND MR
AC 9237484645
AXX)0000<X)000 17
V.A.T.IGS.T.IH.S.T.
17
CAD 10.00
CAD 0.50
CAD
10 50
Ticket Information
Ticket Number
AC 9237851187
BiNedto:
83.58
4.50
CAD
CAD
StibTotal
Total V.A.T.IGS.VH.S.T.
Total Amount Due
CAD 93.58
CAD 5.00
CAD 98.58
CAD 0.00
fl1NERARY NOTES:
REPORT DISCREPACS*
DISCREPANCIES IN YOUR IL4ME DESTINATION
OR TRAVEL DATES MUST BE REPORTED THE SAME
BUSINESS DAY YOUR TICKET IS ISSUED IN
ORDER TO AVOID CHANGE PENALTIES
AND DOCUMENTATION
MANI( DESTINATIONS REQUIRE VISAS FOR LANDING
OR TRANSIT. IT IS YOUR RESPONSIBILITY TO
OBTAIN ALL NECESSARY DOCUMENTATION FOR YOUR
TRIP. IF YOU ARE UNSURE WHAT DOCUMENTS MAY
BE REQUIRED PLEASE ASK YOUR TRAVEL ADVISOR
AF1ER HOURS EMERGENCY SERVICE
AFTER HRS EMERGENCY 1-883-567-9138 FEE FOR SERIICE
OR CALL 1-3)3-801-2168 IF TOLL FREE IS NOT AVAILABLE
WHEN CALLING THE AFTER HOURS EMERGENCY LINE
PLEASE QUOTE YOUR EMERGENCY ACCESS CODE -$AHO
*AEROpLAj POINTS IMPORTANT UPDATE
PLEASE BE AWARE THAT THE CLASSES OF SERVICE WHICH
ATTRACT AEROPLAN POINTS HAVE CHANGED OVER THE LAST FEW
MONTHS THE LOWEST FARES IN SOME CASES ON PARTNERED
AIRLINES IN TANGO CLASS NO LONGERATTP.ACT ANY MILEAGE
POINTS OR MAY ATTRACT ONLY PARTIAL MILEAGE CREDITS.
OUR DIRECTIVE FROM UBC IS TO OFFER THE LOWEST POSSIBLE
FARES ON THE MOST LOGICAL ROUTING TO USC TRAVELERS
IRRESPECTIVE OF WHETHER AEROPLAN POINTS ARE APPLICABLE
IF WE ARE ADVISED PRIOR TO BOOKING YOUR TRAVEL
THAT YOU WANT TO ENSURE THAT YOUR FLIGHTS ATTRACT
POINTS VE CAN INVESTIGATE THAT FOR YOU
iNVOICES
IT IS YOUR RESPONSIBILITY TO SUBMIT INVOICES TO YOUR
DEPARTMENT FINANCE PERSON FOR REIMBURSEMENT
COPIES OF INIOICES ARE NOT SENT BY MAIL...YOU MUST
DOWNLOAD THE PDF E-INJOICE THAT YOU RECEIVE WITH YOUR
CONFIRMATION
YOUR AGENT IS CHRIS-DIRECT PHONE 504 717-17351M-F 830-430
OR TOLL FREE 1-800-655-1832
AFTER HPS EMERGENCY 1-888-557.94:30 FEE FOR SERVICE CODE 8H0
TKFT I flRFIIMflARI F
C.\1 NAI TI
000075
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
CHRIS@NSTRAVELBC.CA
NOkIH
Electronic Invoice
Prepared For:
GUPTA/ARVIND
INVOICE N UMBER
40
0347089
INVOICE ISSUE DATE
12 May 2015
RECORD LOCATOR
KPZXDG
CUSTOMER NUMBER
9991361000
SALESPERSON
Client AdrJre
UNI/ERSITY OF BRITISH COLUM BIA
ATTNARJIND GUPTA 604-822-33JO
UNIVERSITY OF BRITISH COLUM BIA
VANCOUVER BC V6T1Z2
VANCOUVER BC V6T1Z2
DATE: Tue, Jun 02

Flight: AIR CANADA 162
From
Departure Terminal
DuratIon
Stop(s)
Seat(s) Details
VANCOUVER BC,
CAtLADA
TORONTO ON,
CAN ADA
M
4hr(s) 24rnin(s)
BOEING 777-300ER
JET
Non Stop
GUPTNARVIND
Departs
23:30
Arri,s
06:54 (+1 day)
Arrival Terminal
Class
Meal
1
Economy
Food for Purchase
AC
YXXXXX33
DATE: Wed, Jun 03

Iight: AIR CANADA 442
From
To
Departure Terminal
Duration
Type
Stop(s)
Seat(s) Details
TORONTO ON.
CAiN ADA
OTTVAON,
CANADA
1
lhr(s) 3min(s)
AIRBUS INDUSTRIE
A320 JET
Non Stop
GUPTNARV1ND
Departs
08.10
Arrives
0913
Class
Meal
Economy
AC
)000000K33
DATE: Wed, Jun 03

ght: AIR CANADA 189
From
OHAWAON,
CANADA
VANCOUVER BC,
Departs
18:30
Arrives
20:47
Arrival Terminal
CAN ADA
000076
Stop(s)
Seat(s) DetaHs
A320 JET
Non Stop
GUPTALPWD
AC
YIAJ<//X 33
DATE: Wed, Jun 03

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
VAT./G.S.i/H.S.T.
AX Y.XDOOOOOO
CAD * 1000
CAD * 0.50
17
DATE: Wed, Apr 13

Others
VANCOUVER BC
H JE A SAFE AN D
PLEASANT TRIP
Ticket Information
Ticket Number
AC 9238013843
Passenger
Billedto:
GUPTAARV1ND
,AX)000KX)00000 17
V.A.T]G.S.T.IH.S.T.
*220669
CAD
CAD
SubTotal
Total V.A.T.IGS.T.1HS.T.
Total Amount Due
112.49
CAD 2,216.69
CAD 112.99
*
CAD 2,329.68
CAD 0.00
ITINERARY NOTES:
WHEN CALLING AFTER HRS QUOTE YOUR EMERGENCY CODE 8AHO
YOUR AGENT IS CHRIS-DIRECT PHONE 601 717-1735!M-F 630-430
DURING OFFICE HOURS PLEASE CALL USAT 604 736 7447
OR TOLL FREE 1-800-665-1882
AFTER HRS EMERGENCY 1-833-567-9433 FEE FOR SERVICE CODE 6AHO
TICKET IS NONREFUNDABLE CHANGE PENALTIES APPLY.
DATE OF THE FIRST FLIGHT
TIMES VAR( BY AIRLINE AND DESTINATION
WEB CHECK IN IS OPEN 2IHR IN ADVANCE REFER TO THE AIRLINES WEB SITE
BAGGAGE ALLOWANCES VARY BY DEST INATION AND AIRLINE.
CHECK WiTH YOUR AIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES.
------TRAiEL DOCUMENTATION-----A VALID PASSPORT IS REQUIRED
AFTER YOUR PLANNED DEPARTURE FROM A FOREIGN COUNTR (.
MAKE SURE THAT YOU HAVE PROPER VISAS/DOCUMENTS FOR YOUR JOURNEY
IF YOUARE TRAVELLING UNDER THE VISA WAIVER PROGRAM.
ESTAAPPPOVAL IS NOW REQUIRED IF YOUR TRIP INCLUDES A STOP
OR TRANSFER IN THE USA SEE WWNC8P.GOV/ESTA
INSURANCE IS STRONGLY RECOMMENDED FOR YOUR TRAVEL
-
INVOICE NOTES:
BR2
CLIQUID-ARJIND GUPfAUBC CA
CLIQUID-ARVND GUPTA UBO.CA
000077
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
CHRIS@ NSTRAVB..BC.CA
NO
Electronic Invoice
Prepared For:
GUPTA/ARVIND
SALESPERSON
40
INVOICE NUMBER
0347166
INVOICE ISSUE DATE
13 May 2015
RECORD LOCATOR
HQCMFU
CUSTOMER NUMBER
9991361000
Client Ad dre
VANCOUVER BC V6T1Z2
VANCOUVER BC V6TIZ2
DATE: Wed, Jun 03

Flight: AIR CANADA 8422 Operated by: AIR CANADA EXPRESS JAZZ
Prom
VANCOUVER BC.
Departs
CANADA
To
KELOWNABC,
Arrives
-
22:50
23:49
CANADA
Departure Terminal
Duration
Type
Stop(s)
Seat(s) Details
M
Ohr(s) 59m in(s)
DEHALLAND
DASH 8
TURBOPROP
Non Stop
GUPTNAR1ND
Class
Economy
Meal
Seat(s) 04C
-
AC
YXYYY.)OK33
DATE: Fri, Jun 05

Flight: AIR CANADA 8419 Operated by: AIR CANADA EXPRESS JAZZ
Prom
KELOWNABC,
Departs
CAN ADA
VANCOUVER BC,
Arriies
CAN ADA
Arrival Terminal
Duration
Ohr(s) 58min(s)
Class
DEHAV1LLAND
Meal
DASH 8
TURBOPROP
Stop(s)
Non Stop
Seat(s) Details
GUPTNARVIND
Seat(s) 04C
-
16:20
17:18
M
Economy
AC
)OOOXXX33
DATE: Fri, Jun 05

Others
VANCOUVER BC
RESERVATIONS
AND TIflKFTINC
000078
Bifleci to.
/AT./G.ST.!H.S.T
AX XXYYX>Xc<
17
CAD * 10.00
CAD O.50
DATE: Sat, Dec 05

Others
VANCOUIER BC
AJRE.RE IS 3633.03.
DATE: Wed, Apr 13

Others
VANCOUVER BC
H AJE A SAFE AN D
PLEASANT TRIP
Ticket Information
Ticket Number
AC 9238013923
Passenger
GUPTAARV1ND
Bifledto:
AX)0000000000
V.AJ.IGS.TJRS.T.
17
*602.89
CAD
CAD
SubTotal
Total V.A.T.IGSJ.IH.S.T.
Total Amount Due
30.14
CAD 612.89
*
CAD 30.64
CAD 643.53
CAD 0.00
ITINERARY NOTES:
AFTER HRS EMERGENCY 1-828-567-9438 *FEE FOR SERVICE*
YOUR AGENT IS CHRIS-DIRECT PHONE 604 717-17351M-F 833-430
OR TOLL FREE 1-830-665-1882
AFTER HRS EMERGENCY 1-888-567-9436 *FEE FOR SERVICE CODE 8AHO
ANY CHANGES MUST BE MADE BEFORE THE ORIGINAL FLIGHT DATE
P THE TICKET IS CANCELLED THIS MUST BE DONE BEFORE THE
WEB CHECK IN IS OPEN 24HR INADJANCE REFER TO THE AIRLINES WEB SITE
CHECK WITH YOUR AIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES.
---TRAVEL DOCUMENTATION
AJALID PASSPORT IS REQUIRED
MAKE SURE THAT YOU HAVE PROPER VISAS/DOCUMENTS FOR YOUR JOURNEY.
IF YOU ARE TRAJELLING UNDER THE VISA WAIVER PROGRAM.
OR TRANSFER IN THE USA SEE VPdWJCEP.GOV/ESTA.
INSURANCE IS STRONGLY RECOMMENDED FOR YOUR TRA]EL
INVOICE NOTES:
BR2
CLIQUID-ARVIND.GUPTA UBC.CA
CLIQUID-ARVIND GUPTA UBC.CA
BA-ID
Your t:a;ei aoanger proJldes tee information con/aired in th oument P you haie an queions a000t tee content, please contactyourtra;oI
arrarger. For Credit Card Serice fees, please see eTicut receipt ar b/al c[ares,
000079
NORTH SOUTH TRAVEL

Phone: 6O4-736-7447IBCReg 3714-4
nstravel@nstravel.bc.ca
sutm
Electronic Invoice
Prepared For:
GUPTA/ARVIND
SALES PERSON
40
ItIVOICE NUMBER
0347571
INVOICE ISSUE DATE
22 May 2015
RECORD LOCATOR
YNQENX
CUSTOMER NUMBER
9991361000
Client Address
UNIVERSITY OF BRITISH COLu:.BIA
UNIJERSITY OF BRITISH COLUM8I
VANCOUVER BC V6T 1Z2
VANCOUVER BC 16T1Z2
DATE: Sat, May23

Car: BUDGET RENT A CAR
TORONTO ON, CANADA
Pick Up
06:20
Drop Off
Drop Oft At
24 May
TORONTO PEARSON INTL
AIR PORT
5990 AIRPORT RD
MISSISSAUGA, ON
Confirmation Number
CD.
Sertce Information
Rate Plan Pot-
1089392SCA3PAST
A162036
ZD692692692
2 Das,0 Hours
CAD Rate
Extra Day
Extra Hour
MandatoryCharges
ApproiruaEe Total
Price
Car Tpe
Member ID
CAD L
3 .00
0
23.26
25.fr
.
//
16\/
MI/KM
UNL
UNL
UNL
CA, L5P 1B2

2/4 DoorStandard
LD499B
Extra MI/KM
0.00
0.00
0.00
UNL
CAD 0.00
CAD 0.00
Reservations
V.ATJG.S.T.IH.S.T.
DATE: Tue, Nov24

Others
TORONTO ON
THA!JK YOU FOR

USING CONCUR.
SubTotal
CAD 0.00
Total V.A.T.IG.S.T.IH.S.T.
CAD 0.00
Total Amount Due
CAD 0.00
I11NERARY NOIBS:
AFTER HRS EMERGENCY 183.557-q43S FEE FOR SERULE
000080
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
nstravelnstravel.bc.ca
SIlt) I H
Nt)RI H
Electronic Invoice
Prepared For:
GUPTA/ARVIND
SALES PERSON
40
INVOICE NUMBER
0347886
INVOICE ISSUE DATE
29
RECORD LOCATOR
WOWYQG
CUSTOMER NUMBER
9391361000
May 2015
Client Addre
ATTN-ARVItID GUPTA 604-822-8300
UNIVERSITY OP BRITISH COLUMBIA
VANCOUVER BC V6T1Z2
VANCOUVER BC VOl 172
DATE: Sat, Dec 05

Others
KELOWNABC
THANK YOU FOR
USItJG CONCUR.
DATE: Fri, Jun 03

Car: BUDGET RENT A CAR
KELOWNA BC, CANADA
Pick Up
23:48
Drop Off
Drop Off N
Conrmation Number 1128?O63CMFAST

CD.
A162036
Serice Information
ZD692692692
Rate Plan For
2 Das,0 Hours
CAD Rate
Extra Day
Extra Hour
Mandato Charges
Approximate Total
Price
Reservations
Car Type
Member ID
05 Jun
KELOWNAINTERNATIONAL APT
14 5533 KELOWNA
KELOWNA, BC
CA, V1V1S1
2/4 DoorStandard
LD499B
CAD
MI/KM
Extra MI/KM
37.29
200
37.29
27.97
200
0.10
0.10
100
0.10
12.9V
I..
87K0
200
CAD 0.00
CAD 0.00
VATJG.S.T/H.S.T.
SubTotal
Total V.A.T.I&S.TJH.S.T.
CAD 0.00
CAD 0.00
Total Amount Due
CAD 0.00
I11NERARY NOTES:
000081
1915 IcCallun Rd
BC 125311
ESSO EXPRESS PAY
Flying J 4861
63100 Flood Hope Rca
Hope BC (MIX 1L2
604-8604601
Invoice ft
Date
Time
Auth ft
MCCALLUM RD ESSO
00302616
1915 MC CALLUM ROAD
ABBOTSFORD, DC U2S
URN:R121461107
05/18/2015 979997811
11:23:06 AM
54216
05/15/15
22:05
52450%
AX
Root??
HIt DVIII? ft 111111 ft
17
Pump
05
Litres
33.916
$/L
1.209
Product
Amount
Bronze
$ 41 .00
Total Sale
$ 41.00
Prompt: Rirililec
Result:
AMERICAN EXPRESS
TYPE: PURCHASE
AMOUNT: $41.oo
CARD NO:
17
15 May 2015 22:05:32

REFERENCE H:
66155714
0010014350 5
AUTHORII: 524509
TERMINAL H: 00861P05
TRAM ID. II: 134362
00 025
Approved
Thank You
-
PUMP?? 7
EREG
PRICE/L
FUEL TOTAL
40.486L
1 .198
$ 48.50
OST in fuel
CREDIT
2.31
48.50
TYPE: P6RCHASE
ACCOBIT: AlES
HUT?: 808132-F IYVOICE: 1115A7Th1
CARD HOlIER: C
17
VERIFIED 89 P1?
8- AIIERICAN ESPRESS
B A000000025010801
16
AERIPLAN tILES THIS SALE;
16
DOUBLE IULES
AEROPLA? t62Th215153015331
IIfORTAI9T retain this copy for yo
records
-7
,1
PACIFIC RIM
VA V CULVER
IMPORTANT
retain this copy
for your records.
-
--
5% GST is included
in the posted
price per litre
05TH 855506127
1038 Can ,ida IL;ce

UncouVer, BC, V6C 0B3
ph: 601-6955300
GSTHSI R305585478RT0001
Date:
ctRAi
Namejpk
Thank You
Please Cone gain
Time In:
Time Out:
4
Hotel Sinnature
D DJJct2
2193
000082
RECEIPT
NO IN & OUT PRIVILEGES

.4
i HOTEL \OOUVE
NOTOHS
*T5:_ GUEST COP / CiLY
TEL 132/1
Ci-. 3522
21APR15 14:43
GST 3
2; 50.
Loose Leaf
1)
1 Cappuccino
6.00
SUB TOTAL
18.00
0.90
$78.90
15.00 031
TOTAL
POPRUI COUNTRY LIARHE

00303360
YALE ROAD
RQSEDALE DC UOX 1
URN: R 88 086 06 06
4/19/20-1 7610142769
O3:O2:43 P11
Expwatin Date!Trre
-U1
J.J
Stall # 185
08:00 PM
APR 15, 2015
031 A 51554 8534 R10002

NOT A CREDIT CARD SLIP ***
Purclase Date/Tere. 0? O2arr Apr 15, 2015

Total ParHng: $8 56
Total Taxes: $234
Total Due $1100
Rate, Earlybird $11.00
Total Paid $11.00
Pa,w&nt Iype Card
Ticket # 00076521
S/N #, 500012130228
Setting 4848
Mach Nace: 4048 C
PUNPU 4
EREG
PRICE/c
FUEL TOTAL
GST in fuel
CREDIT
43.9061.
1 .139
50.01
2.38
50.01
TP: P]CHiE
COAit: tIE.1
$;i, ti
6l: 5l21P i6QtE: JJ71471
C06 HOI8ER: C u ** 17
C PIH
A ti!RCAH E1PES
156tA1
#*_ 17 Aireucan Express

Auth # 542651
GRATUITY:
ROOM#
TOTAL:
AE3CAH 10C! TAIl SAC:
16
DOJ3L IliLf
8?cAA O2141ltiiJ4i3:1l
1[IPIOTAHT ret1i this ccpj fr
(Please Print)
reoordl
SIGNTUE;
GST # 81664 8554 RT0002
** Gratuities Not Included
I
GOLDEN PROPERTIES
*
Thaflk
/31
CAN-i 1
16/04/15 22:21
EXO1A
Receipt 014045
Shortterm parking tkt

No. 016649
1
16/04/15 19:21
16/04/15 22:21
Period Od3hl
$6.00
CTPST)
VI
$6.00
Total
Payment Received
$6.00
AMEX
XXXXXXXXX 17
547528
APR#:
REF#: 6628130300110303905
00 APPROVED-THANK YOU 025
025
00 APROUVEEMERCI
Sub Total
21%
TLT
5%
$1.00
$4.76
GST
$0.24
000083
10
NOR [[4
SOUTH
NORTH SOUTH TRAVEL

Phone: 604-7367447I8C Reg 3714-4
CHRIS@NSTRAVB.BC.CA
Electronic Invoice
Prepared For:
G U PTA/ARVIN D
SALES PERSON
INVOICE NUMBER
40
0341563
INVOICE ISSUE DATE
29 Jan 2015
RECORD LOCATOR
ODZDAV
CUSTOMER NUMBER
9991361000
Chent Addre
ATT N-ARVIND GUPTA 604-822-8300
7TH FLOOR WALTER C. KOERNER LIBRARY
OF
VANCOUVER BC V6TIZ2
Notes
CONCUR ISA SELF SERVICE TOOL IF YOU REQUIRE ADDITIONAL HE
FROM AN AGENT YOU WILL BE CHARGED THE FULL SERVICE FEE
OF 37.00 PLUS GST
DATE: Wed, Feb 04

flight:
PORTER AIRLINES 276
From
OTTAWAON,
CANADA
TORONTO CENTER
ON, CANADA
To
Duration
Type
lhr(s) 5min(s)
DEHAV1LLAND
DASH 8-400
TURBOPROP
Non Stop
GUPTNARV1ND
Stop(s)
Seat(s) Details
Departs
21:10
Arrives
22:15
Class
Meal
Economy
PD -XXXXX)OO(24
DATE: Wed, Feb 04

Others
VANCOUVER BC
R ESER VATION S
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
V.AT.1G.S.TJH.S.T.
V1 )KXXXXX)00
17
CAD * 10.00
CAD * 0.50
DATE: Wed, Feb 04

Hotel: SHERATON HOTELS, FOUR POINTS TORONTO AIRPORT
6257 AIRPORT ROAD
MISSISSAUGA ON L4V 1E4
Service City
Check-In
Rooms(s)
TORONTO ON
04 Feb
1
Check-Out
Room Details
05 Feb
TRADITIONAL NON-
000084
SMOKING:FOUR C
WI-RAND BOTTLED
WATER CON? LI
Nghrts)
Cgnflrrnaflon Number 0841350119
Pa:e per Ngnt

Apoto.TotaI Pnce
151 00 CAD
171.02 CAD
INCLUDES T.A!ESAND SURCHAFGES
CDSen,ice Intormatlon
Guarantee
Member IDPhone
G2142656
1-935-678-1430
360443
NONSMOKING
Guaranteed Late
ArrivaI
TAX AND1OR SURCHARGE INFORMA1ION (CAD)
TO1L TAX 20.02
DATE: Wed, Dec 30

Others
VINOOU/ER BC
HAVE A SAFE AND
PLEASANT TRIP
Ticket Information
TicketNumber
PD6769822185
Passenger
GUPTAARVIND
Billed to:
Vi )00000000<XX
17
V.AJJ&S.T]HS.T.
CAD
202.12
*
CAD
SubTotal
Total VAT.IG.SJ.IH.S.T.
26.28
CAD 212.12
CAD 26.78
Total Amount Due
CAD 238.90
CAD 0.00
I11NERARY NOTES;

YOURAGENT IS CHRIS-DIRECT PHONE 604 717-1735/M-P 830-430
OR TOLL FREE 1-800-655-1682
AFTER HRS EMERGENCY 1-833-567-9433 FEE FOR SERVICE * CODE 8AHO
TICKET IS NONREFUNOABLE. CHANGE PENALTIES APPLY.
ANY CHANGES MUST BE MADE BEFORE THE ORIGINAL FLIGHT DATE
IF THE TICKET IS CANCELLED THIS MUST BE CONE BEFORE THE
TIM ES VARY BY AIRLINE AND DESTINATION
WEB CHECK IN IS OPEN 24HR IN ADVANCE REFER TO THE AIRLINES WEB SITE
CHECK V/I TH YOUR AIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES
-TRAVEL DOCUM ENTAT ION--A VALID PASSPORT IS REQUIRED
AFTER YOUR PLANNED DEPARTURE FROM A FOREIGN COUNTRY
MAKE SURE THAT YOU HAVE PROPER VISAS)DOCUMENTS FOR YOUR JOURNEY
IF YOUARE TRAVELLING UNDER THE VISA WAIVER PROGRAM.
ESTAAPPRO\JAL IS NOW REQUIRED IF YOUR TRIP INCLUDES A STOP
OR TRANSFER IN THE USA- SEE YNIWCBRGOV)ESTA,
INSURANCE IS STRONGLY RECOMVENDED FOR YOUR TRAVEL
P EASE ASK YOUR TPAVEL AGENT FOR DETAILS
INVOICE NOTES:
BR2
CLIQUID-ARVI tOG UP TA UBC CA
RA4 3
rJut Ira.a a:a9uar nroiidas the infMmaton cortarred in tir;s icumant It you ha-ia
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ALBERTA
349
18900
19249
For Reservations:
BC
17
V1V1S1
1-800-RENT-A-CAR
Taxable Items
Su1ject to Audit
Your loyalty number is
Messages
FGA47387
EXPLORER
SFAR
FCAR
17
Rate Info
Vehicle #
Model
Class Driven
Class Charge
License#
State/Province
M/Kms Driven
M/Kms Out
M/Kms In
Return Location
KELOWNA INTL ARPT
Rental Location
KELOWNA INTL ARPT
5533 AIRPORT WAY
11
KELOWNA
Enterprise Rent a Car
(250)4929611
PM
23-APR-2015 06:57 PM
Phone
08:28
# 168095617
21-APR-2015
PA
15020322037
Amount Due
Payments
American Express
543526
AUTH:
Total Charges
TIME & DISTANCE

TIME & DIST
UNLIMITED MILES/KM
AIRPORT ACCESS FEE
PVRT BC
VEHICLE LICENSE FEE
CA PST B C 57.000 %
CA GOODS/SVC TAX B C 55.000
Charges
Renter Name ARVIND GUPTA

308 20TH AVE W
VANCOUVER
Bill Ref#
22-APR-2015
17
000087
Days
Days
2
2
194.39
Days
M/Kms
Unit
V3J 5X8
No
BC
1.50
0.94
Payment
141.82
144.82
126.22
62.17
Price/Unit
CD 0.00
-161.99
CAD 161.99
124.34
0.00
15.60
3.00
1.88
9.93
7.24
Amount
Four Points Toronto Airport

6257 Airport Road
ItI I D
F .J L4 1\.
Mississauga, ON L4V 1E4

Canada
P0 I NI IS
BY S H ERA I ON
Tel: 905-678-1 403 Fax: 905-678-9130

Arnd Gupta
University Of British Columbia
Sfti-eaa 120
8388 Uniiersitj Dr
Burnaby /SA 156
Page Number
Guest Number
1
522899
Folio ID
Arrive Date
Depart Date
:
:
A
03-FEB-i 5
05-FEB-15
:
:
:
No. Of Guest
Room Number
Club Account
23:24
06:25
1
127
SPG -Axx2655
TaxtD
:
136026978RT0C02
FPTorontoAirport 17-JUN-is 16:07
Date
lime Reference
04-FEB-15
03:16 RT127
04-FEB-15
03:16 RT127
06:25 AX
05-FEB-15
-
FARASID
Description
Room Chcg Prel Local
Harmonized S1eTa
American Express
Charges (D)
153.00
20.02
Totel
Balance
HST Summary for your stay:

Room Revenue FIST:
Food & Beverage HST:
Phone/PaxCopy Services HST:
Other Revenue FIST:
Total HST for your stay:
Credits (CAD)
-174.02
174.02
0.00
-174.02
Amount (CAD)
20.02
0.00
0.00
0.00
20.02
As a Starvood Preferred Guest you have earned at least 308 Starpoints for this visit Axxx2655
Tell us about your stay. %wm.fourpoints.com/rcviews
000088
SOUTH
NORTH SOUTH TRAVEL

Phone: 604-736-7447IBC Reg 3714-4
nstrav&@nstravel.bc.ca
Electronic Invoice
Prepared For:
GUPTA/ARVIND MR
SALES PERSON
40
INVOICE NUMBER
0348083
INVOICE ISSUE DATE

RECORD LOCATOR
02 Jun 2015
MTAHOM
CUSTOMER NUMBER
9992002000
Client Addra
UNIVERSITY O BC
OPRCE OF THE PRESIDENT
7TH FLOOR, WALTER C KOERNER LIBRARY
1958 MAIN MALL
VANCOUVER, BC V6T 1Z2
DATE: We U, Jun 24
Right: AIR CANADA 8420 Operated by: AIR CANADA EXPRESS JAZZ
-
Prom
To
Departure Terminal
Duration
Type
Stop(s)
Seat(s) Details
VANCOUVER BC,
CANADA
KELOWNABC,
CANADA
M
lhr(s) Omin(s)
DEHPVILLAND
DASH 8
TURBOPROP
Non Stop
GUPTNAJ1NDMR
Departs
19:25
Arrives
20:25
Class
Meal
Economy
Seat(s)-02C
AC -X)00000(33
DATE: Thu, Jun 25

Right: WESTJET 513
From
KELOWNABC,
CANADA
Departs
19:25
To
VANCOUVER BC,
CANADA
Arrives
20:18
Duration
Type
Ohr(s) 53m1n(s)
BOEING 737-700
JET
Non Stop
Arrival Terminal
Class
tAeal
M
Economy
Stop(s)
DATE: Thu, Jun 25

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING PEE
Processing Fee
Billed to:
V.AT./G.S.T./H.S.T.
AX XXXXXXXXX
17
CAD * 37.00
CAD * 1.85
000089
Ticket
lnformatiDn
Ticket Number
AC 9238625314
Passenger
GUPTAPRVIND MR
Billed to;
AXXX)0000000
17
V.AJ.IG.S.T.IH.S.T.
Ticket Number
WS 9238625315
GUPTAPR\1JND MR
Exchange
WS 6774113299
Billedto:
AX)000000000
17
174.63
*
CAD
Passenger
V.A.T.IG.S.T.JH.S.T.
CAD
8.73
CAD
*75.00
CAD
*385
CAD 286.63
SubTotal
Total V.A.T]G.S.T.IH.S.T.
Total Amount Due
CAD 14.43
*
CAD 301.06
CAD 0.00
R1NERARY NOTES:
*.REPORT DISCREPANCIES
DISCREPANCIES IN YOUR NAME DESTINATION
ORDER TOAVOID CHANGE PENALTIES
AND DOCUMENTATION**
MANY DESTINATIONS REQUIRE VISAS FOR LANDING
TRIP. IF YOUARE UNSURE WHAT DOCUMENTS MAY
BE REQUIRED PLEASE ASK YOUR TRA/EL ADVISOR

AFTER HOURS EMERGENCY SERVICE*
OR CALL 1-303-801-2168 IF TOLL FREE IS NOT AVAILABLE
PLEASE QUOTE YOUR EMERGENCY ACCESS CODE BAHO
AEROPLAN POINTS IMPORTANT UPDATE
MONTHS. THE LOWEST PARES IN SOME CASES ON PARTNERED
AIRLINES IN TANGO CLASS NO LONGER ATTRACT ANY MILEAGE
FARES ON THE MOST LOGICAL ROUTING TO UBC TRAVELERS
THAT YOU WANT TO ENSURE THAT YOUR FLIGHTS ATTRACT
POINTS WE CAN INVESTIGATE THAT FOR YOU.
-

DEPARTM ENT FINANCE PERSON FOR REIM BURSEM ENT
COPIES OF INVOICES ARE NOT SENT BY MAIL...YOU MUST
DOWNLOAD THE POP E.INVOICE THAT YOU RECEIVE WITH YOUR
CONFIRM AT ION
Your travel arranger providesthe informalion contained in thisdocument. If you have any queaions about the content, please contact your travel
arranger. For Credit Card Seniice 1ee please see eTicket receipt For total chargea
000090
NORTH
SOUTH
NORTH SOUTH TRAVEL

Phone: 604-736-744718C Reg 3714-4
ALVIN@NSTRAVELBC.CA
Electronic Invoice
Prepared Pot:
GUPTA/ARVIND MR
SALESPERSON
40
INVOICE NUMBER
0348119
INVOICE ISSUE DATE

RECORD LOCATOR
03 Jun 2015
MEVKEW
CUSTOMER NUMBER
9992002000
Client Addre
UNIVERSITY O BC
OPRCE OP THE PRESIDENT
7TH PLOOR, WALTER C KOERNER LIBRARY
1938 MAIN MALL
VNC0UVER, BCV6T 1Z2
DATE: Mon, Jun22

flight: AIR CANADA 136
From
VANCOUVER BC,
CANADA
Departs
06:00
To
TORONTO ON,
CANADA
M
4hr(s) 30min(s)
AJRBUS INDUSIRIE
A320 JET
Non Stop
GUPTNAR1ND MR
Arrives
13:30 (1 day)
Arrival Terminal
1
Economy
Food for Purchase
Departure Terminal
Duration
Type
Stop(s)
Seat(s) Details
Class
Meal
AC
XXXX)OO( 33
DATE: Tue, Jun 23

From
To
Departure Terminal
Duration
Type
Stop(s)
Seat(s)Details
TORONTO ON,
CANADA
VANCOUVER BC,
CANADA
1
5hr(s) 2min(s)
AJRBUS INDUSTRIE
A320 JET
Non Stop
GUPTNAR\INDMR
Departs
11:10
Arrives
13:12 (+1 day)
Arrival Terminal
Class
Meal
Economy
Food for Purchase
AC -XX)0000<33
DATE: Tue, Jun 23

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
V,kT.IG.S.TJH.S.T.
AX XX)000<X)00
17
CAD * 37.00
CAD * 1.85
000091
Ticket Information
Ticket Number
AC 9238625342
Passenger
GUPTAARVIND MR
Exchange
AC 9237851187
Billed to:
AX)000000000
17
VAT.IGSJ.IH.S.T.
Ticket Number
AC 9238625343
Passenger
GUPTAARvIND MR
Exchange
AC 6775550013
AX)0000<)OO(X)
Billedto:
V.AT.IG.S.TJH.S.T.
17
CAD
196.82
*948
CAD
*71490
CAD
CAD
CAD 948.72
SubTotal
CAD 151.95
Total V.A.T.I&S.T.IH.S.T.
Total Amount Due
140.62
CAD 1,100.67
CAD 0.00
I11NERARY NOTES:
YOUR AGENT IS ALVIN PARKER DIRECT 604 717 1736
fitt*REPQRT DISCREPANCIES*
ORDER TOAVOID CHANGE PENALTIES
VISASANDDOCUMENTATION**
OBTAINALL NECESSARY DOCUMENTATION FOR YOUR
TRIP. IF YOU ARE UNSURE WHAT DOCUM ENTS MAY
BE REQUIRED PLEASE ASK YOUR TRAVELADJISOR
AFTER HOURS EMERGENCY SERVICE
AFTER HRS EMERGENCY 1.888-567-9438 tFEE FOR SERVICE
OR CALL 1-303-801-2168 IF TOLL FREE IS NOT AAILABLE
PLEASE QUOTE YOUR EMERGENCY ACCESS CODE -8AHO
*tflAEROpLAN POINTS IMPORTANT UPDATE
ATTRACT AEROPLAN POINTS HAVE CHANGED OVER THE LAST FEV)
MONTHS. THE LOWEST FARES IN SOME CASES ON PARTNERED
AIRLINES IN TANGO CLASS NO LONGERATTRACT ANY MILEAGE
OUR DIRECTIVE FROM USC IS TO OFFER THE LOWEST POSSIBLE
THAT YOU VJANT TO ENSURE THAT YOUR FLIGHTSATTRACT
fltt*INVOICES
DEPARTMENT FINANCE PERSON FOR REIM BURSEMENT
DOWNLOAD THE PDF E-INVOICE THAT YOU RECEIVE WITH YOUR
CONFIRMATION
-
INVOICE NOTES:
BA-41
Yourtravel arranger providesthe information conleined in IhisdocumenL If you have any qtIeions about Ihe content, please contact your trajel
arranger For Credit Card Seice fees please see eTickat receipt for total chargea
000092
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
nstravelThnstravel.bc.ca
--
Electronic Invoice
Prepared For:
GUPTA/ARVIND MR
SALES PERSON
40
INVOICE NUMBER
0348676
INVOICE ISSUE DATE
15
RECORD LOCATOR
MEVKEW
CUSTOMER NUMBER
9992002000
Jun
2015
Client Add tess

UNIVERSITY OP BC
OPPICE OP THE PRESIDENT
7TH PLOOR, WALTER C KOERNER LIBRARY
1955 MAIN MALL
VANCOUVER, BC V6T 1Z2
DATE: Sun, Jun 21

From
To
VANCOUVER BC,
CANADA
TORONTO ON,
CANADA
Departs
08:00
Arrives
15:31
1
Economy
Food tot Purchase
Departure Terminal
Arrival Terminal
Duration
Type
4hr(s) 3lmin(s)
AIRBUS INDUSTRIE
A321 JET
Non Stop
GUPTNARVIND ld1R
Class
Meal
Stop(s)
Seat(s) Details
AC
XXXYYXX 33
DATE: Tue, Jun 23

Others
VANCOUVER BC
R ESER VATION S
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
VATJG.S.T./H.S.T.
Subtotal Billed to
Credit Card
AX )O(XXXXX)O<
17
CAD * 1500
CAD * 075
15 75
Ticket Information
Ticket Number
AC 9238936610
Passenger
GUPTAARVIND MR
Exchange
AC 9238625342
Billed to:
AX X)O(X)000000
V.AT.IGS.T.IH.S.T.
17
CAD
SubTotal
3.02
CAD 76.36
60.36
*
CAD
CAD 3.77
*
CAD 79.13
000093
Total Amount Due
CAD 0.00
I11NERARY NOTES:
REPORT DISCREPANCIES
OR TRAVEL DATES MUST BE REPORTEDTHS SAME
AND DOCUMENTATION
TRIP, IF YOU ARE UNSURE WHAT DOCUMENTS MAY
AEtER HOURS EMERGENCY SERVICE
AFTER HRS EMERGENCY 1-8.33-557-9433 FEE FOR SERVICE
OR CALL 1-303-801-2163 IF TOLL FREE IS NOT AJAILABLE
PLEASE QUOTE YOUR EMERGENCYACCESS CODE -SAHO
POINTS OR MAY ATTRACT ONLY PARTIAL MILEAGE CREDITS
PARES ON THE MOST LOGICAL ROUTING TO UBC TRAVELERS
THAT YOU WANT TO ENSURE THAT YOUR PLIGHTS ATTRACT
COPIES OP INVOICES ARE NOT SENT BY MAIL...YOU MUST
DO/JNLOAD THE PDF E-INVOICE THAT YOU RECEIVE WITH YOUR
CONFIRMATION
Your travel arranger providesthe information contained in this document. If you have any quealons about the content, please contact your travel
arranger. For Credit Card Service fees please see eTicket receipt fortotal charges
000094
NORI1-{
Sou1H
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
ALVIN@NSTRAVELBC.CA
Electronic Invoice
Prepared For:
GUPTA/ARVIND MR
SALES PERSON
41
INVOICE NUMBER
0348921
INVOICE ISSUE DATE
19 Jun 2015
RECORD LOCATOR
MEVKEW
CUSTOMER NUMBER
9992002000
OientAddre
UNIVERSITY OF BC
OFFICE OF THE PRESIDENT
7TH FLOOR, WALTER C KOERNER LI3RARY
1958 MAIN MALL
VANCOUVER, BCV6T 1Z2
DATE: Fri, Jun 19
Flight: JR CANADA 162

From
To
Departure Terminal
Duration
Type
Stop(s)
Seat(s) Details
VANCOUVER BC,
CANADA
TORONTO ON,
CANADA
4hr(s) 25m1n(s)
BOEING 777-300ER
JET
Non Stop
GUPTNAR\1ND MR
Departs
23:30
kries
06:55 (+1 day)
Nrial Terminal
Class
Meal
1
Economy
Food for Purchase
Seat(s) 36D
AC
)KXX)<XX33
DATE: Tue, Jun 23

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
VAT./G.S.T./H.S.T.
Subtotal Billed to
Credit Card
AX )O<XX)00000( 17
CAD 15.00
CAD * 075
CAD
Ticket Information
Ticket Number
AC 9239116077
Passenger
Billed to:
GUPTAARvJND MR
AXX)000000000 17
V.A.TIGS.TIH.S.T.
*462.50
CAD
CAD
SubTotal
Total VA.T.IG.S.T.IH.S.T.
Total Amount Dtie
23.13
CAD 477.50
CAD 23.8 8
*
CAD 501.38
CAD 0.00
000095
ITiNERARY NOTES:
YOURAGENT IS ALVIN PARKER DIRECT 604 717 1736
REPDRT DISCREPANCIES
-
OP. TRAVEL DATES MUST BE REPORTEDTHE SAME

B]SINESS DA YOUR TICKET IS ISSUED IN
VISAS AND DOCUMEhTATION

TRIP. IFYOUARE UNSURE WHAT DOCUMENTS MAY
AF1ER HOURS EMERGENCY SERVICE
AFTER HRS EMERGENCY 1-838-567-943a FEE FOR SERVICE
OR CALL 1-303-sol-216a P TOLL FREE IS NOT AVAILABLE
PLEASE QUOTE YOUR EMERGENCY ACCESS CODE 8AHO
PLEASE BE AWARE THAT THE CLASSES OP SERVICE VJHICH
ATTRACT AEROPLAN POINTS HAJE CHANGED OVER THE LAST PEW
OUR DIRECTIVE PROM UBC IS TO OFFER THE LOWEST POSSIBLE
IRRESPECTIVE OP WHETHER AEROPLAN POINTS ARE APPLICABLE
THAT YOU V/ANT TO ENSURE THAT YOUR PLIGHTS ATTRACT
-

DOWNLOAD THE PDF B-INVOICE THAT YOU RECEIVE WITH YOUR
CONFIRMATION
INVOICE NOTES:
BA-41
Your travel arranger provides the information contained in this document. If you have any que:ons about the content, pIea contact your travel
arranger. For Credit Card Service fees please see eTicket receipt for total charges
000096
rcoRrH
NORTH SOUTH TRAVEL

Phone: 604-736-744718C Reg 3714-4
Sou1H
Electronic Invoice
Prepared For:
GUPTA/ARVIND
SALES PERSON
40
INVOICE NUMBER
0348824
IN]OICE ISSUE DATE
17
RECORD LOCATOR
Jun 2015
CXGPZE
CUSTOMER NUMBER
9991361000
Client AUdre
ATIN-ARVIND GUPTA 604-822-8300
VANCOUVER BC V6T1Z2
VANCOUVER BC V6T1Z2
DATE:WeU,JulOB
flight: AIR CANADA 8398 Operated by: AIR CANADA EXPRESS JAZZ
-
From
To
Departure Terminal
Duration
T,pe
VANCOUVER BC,
CANADA
KELOWNABC,
CANADA
M
Ohrfs) 52min(s)
CR]-CANADAJR
REGIONAL JET
Stop(s)
Non Stop
Seat(s)Details
GUPTNARV1ND
Departs
08:05
Arrives
08:57
Class
Meal
Economy
Seat(s)-02D
AC -XXXXXXX33
DATE: Wed, Jul 08

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
VAT.IG.S.T.IH.S.T.
AX XXX)000000
CAD * 10.00
CAD * Q5Q
17
DATE: Wed, Apr 13

Others
VANCOUVER BC
H AVE A SAFE AND
PLEASANT TRIP
Ticket Information
Ticket Number
AC 9238936727
Passenger
BilleUto:
GUPTMRV1ND
AX)C(XXXX)000
VAT.1&S.TJH.SJ.
17
CAD
CAD
*14244
*
7.12
000097
SubTotal
CAD 152.44
Total V.A.T.IG.S.TJH.S.T.
CAD 7.62
CAD 160.06
Total Amount Dtie
CAD 0.00
R1NEP.ARY NOTES:
AFTER HRS EMEROENC 1-233 567-9433 FEE FOR SERJICE
WHEN CALLING AFTER HPB OUOTE YOUR EMERGENCY CODE 8AHO
YOUR AGENT IS CHRIS-DIRECT PHONE 604 717-1733/V-F 830-430
OR TOLL FREE 1-330-053-1832
AFTER HRS EMERGENCY t-883-567-3438 FEE FOR SERVICE CODE 8AHO
TICKET IS NONREFUNDABLE CHANGE PENALTIES APPLY.
RECOMMENDED CHECK-IN TIME IS 2 HOURS BEFORE DEPARTIJRE
WEB CHECK IN IS OPEN 243IRINADVANCE REFER TO THE AIRLINES WEB SITE
BAGGAGE ALLOWANCES VARY BY DESTINATION ANDAIRLINE
CHECK WITH YOURAIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES.
---TRAVEL DOCUMENTATION
A VALID PASSPORT IS REOUIRED
AFTER (OUR PLANNED DEPARTURE FROM A FOREIGN COUNTRY
MAKE SURE THAT YOU HAVE PROPER VISASDOCUMENTS FOR YOUR JOURNEY
IF YOU ARE TRAVELLING UNDER THE VISA WA1/ER PROGRAM
ESTAAPPROVAL IS NOW REOUIRED IF YOUR TRIP INCLUDES A STOP
OR TRANSFER IN THE USA- SEE WVNLCBRGOV/ESTA.
INVOICE NOTES:
B R2
CLIQUID-APVIND.GUPTA USC CA
CLIQUID-ARVIND.GUPTA UBCCA
BA4O
Your traJeI arranger por:Jsstne nrormat!on contained in this document If YOU have any queons ahut the content please contact your travel
arranger For CreUt Card Seciice faca please see eTicIt receipt for totSi chargea
000098
NORTH
SOUTH
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
Electronic Invoice
Prepared For:
GUPTA/ARVIND
SALES PERSON
40
INVOICE NUMBER
0349276
INVOICE ISSUE DATE

RECORD LOCATOR
26 Jun 2015
KDUTPF
CUSTOMER NUMBER
9991361000
Client Addre
VANCOUVER BC V6T1Z2
VANCOUVER BC V6T1Z2
DATE: Wed, Jul 08

-
From
To
Duration
Type
Stop(s)
Seat(s) Details
KELOWNABC,
CANADA
VANCOUVER BC,
CANADA
Ohr(s) 58min(s)
DEHAiILLAND
DASH 8
TURBOPROP
Non Stop
GUPTNARVIND
Departs
16:20
Nrives
17:18
NriaI Terminal
Class
Meal
M
Economy
Seat(s) 03C
AC
)O(XXX)O< 33
DATE: Wed, Jul 08

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
V.AT,/G.Si./H.S.T.
AX )O(XXX)0000(
17
CAD * 10.00
CAD * 0.50
DATE: En, Jan 08

Others
VANCOUVER BC
AIRFARE IS $160.06.
DATE: Wed, Apr 13

Others
VANCOUVER BC
H AVE A SAFE AN D
000099
PLEASANT TRIP
Ticket Information
Ticket Number
AC 9239255652
Passenger
Billed to:
GUPTA.AJ1ND
AX)0000<XC<XX 17
VAT.IGSJ.IH.S.T.
CAD
CAD
SubTotal
Total V.AJ.I&S.T.IH.S.T.
Total Amount Due
152.44
*
7.62
CAD 162.44
CAD 8.12
*
CAD 170.56
CAD 0.00
I11NERARY NOTES:
OR TOLL FREE 1-600-665-1882
AFTER HRS EMERGENCY 1-888-567-9438 FEE FOR SERVICE * CODE 8AHO
TICKET IS NONREPUNDABLE. CHANGE PENALTIES APPLY.
TIMES VARY BYAIRLINEAND DESTINATION
WEB CHECK IN IS OPEN 24HR IN ADVANCE REFER TO THE AIRLINES WEB SITE
BAGGAGE ALLOWANCES VARY BY DESTINATION AND AIRLINE.
CHECK WITH YOURAIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES.
TRAVEL DOCUMENTATION-
MAKE SURE THAT YOU HAVE PROPER VISAS/DOCUMENTS FOR YOUR JOURNEY.
IF YOU ARE TRAVELLING UNDER THE VISA WAIVER PROGRAM.
OR TRANSFER IN THE USA SEE VAWJ.CBRGOV/ESTA.
-
INVOICE NOTES:
*BR2
BA-40
Your travel arranger providesthe information contained in this document. If you have any queBions about the content, please contact your travel
arranger. For Credit Card Service fees please see eTicket receipt for total chargea
000100
NORTH SOUTH TRAVEL

NORTH
Phone: 604-736-74471BC Reg 3714-4

SouIH
Electronic Invoice
Prepared For:
GUPTA/AR VIND
SALESPERSON
40
INVOICE NUMBER
0349062
INVOICE ISSUE DATE
23 Jun 2015
RECORD LOCATOR
ZTCEUT
CUSTOMER NUMBER
9991361000
Client Add re
UNI\JERSITY OP BRITISH COLUMBIA
VANCOUVER BC V6T1Z2
VANCOUVER BC V6T1Z2
DATE: Thu, Jun 25

-
From
KELOWNABC,
Departs
16:20
To
CANADA
VANCOUVER BC,
CANADA
Arrives
17:18
NriI Terminal
Class
tileal
M
Economy
Seat(s)-04C
AC -XX)KXXXX33
DUration
Type
Stop(s)
Seat(s) Details
Ohr(s) 58min(s)
DEHAMLLAND
DASH 8
TURBOPROP
Non Stop
GUPTAARVJND
DATE: Thu, Jun 25

Others
VANCOUVER BC
RESERVATIONS
AND TICKETING
PROCESSING FEE
Processing Fee
Billed to:
AX X)000000000
17
CAD
VATJGST/H.ST.
CAD
1000
050
DATE: Wed, Apr 13

Others
VANCOUVER BC
H AVE A SAFE AN D
PLEASANT TRIP
Ticket Information
Ticket Number
AC 9239116226
Passenger
GUPTAARV1ND
Billed to:
AX XX)00000<XX
17
CAD
171.58
000101
V.A.T.IG.S.TJH.S.T.
CAD
CAD 181.58
SubTotal
CAD 9.02
Total Amount Due
8.58
CAD 190.66
CAD 0.00
I11NERARY NOTES:
%F{ER
HPS EMERGENC? 1-a33-5,37-9.t3 FEf FOR SER,ICE

OR CALL 1-303-301-2103 IF TOLL FREE NOT AVAILA3LE
V-EN CALLING T3R dES QUOTE YOUR EMERGENOt CODE EANG
YOUR AGENT IS Cd S-DIRECT PHONE 604 717-1735M-P 330-430
OR TOLL FREE 1-860-303-1382
AFTER HRS EMERGENCY 1833-067-9433 FEE FOR SSR7ICE CODE BAHO
TICKET IS NONREFUNDASLE. CHANGE PENALTIES APPLY.
AN? CHANGES MUST BE MADE BEFORE THE ORIGINAL FLIGHT DATE.
IF THE TICKET IS CANCELLED THIS MUST 52 DONE BEFORE THE
TIM ES VARY BY AIRLINE AND DESTINATION
WEB CHECK IN IS OPEN 21HR IN ADVANCE REFER TO I HE AIRLINES V,EB SITE
BAGGAGE ALLOWANCES JARY B DESTINATION AND AIRLI NE.
CHECK WiTH YOUR AIRLINE DIRECTLY FOR ACTUAL BAGGAGE ALLOWANCES
T RWEL DOCUM 2NTAT ON
MAKE SURE THAT YOU HAlE PROPER VISAS/DOCUMENTS FOR YOUR JOURNEY.
IF YOU ARE TRAVELLING UNDER THE VISA VJAIVER PROGRAM.
OR TRANSFER IN THE USA- SEE ViWN.CBR GOV!ESTA.
PLEASE ASK YOUR TRAJEL AGENT FOR DETAILS
INVOICE NOTES:
B P2
CLIQUID-AR/ID.GUPTA UBCCA
CLIQUID-ARVIND GUPTA UBC.CA
BA-60
Your trarel arranger providesthe information contained in this document. If you have any queEions shout the content pIea contact your travel
arranger For Credit Card SerHce fees pIea see eTickat receipt for total charges
000102
I of I
TReO
Eaiy. Ekccrn,*. Effirnt
Register Now f/register)
Register your vehicle with TReO and youII benefit from easy, automatic toll payments and avoid any unnecessary fees.
Registered Drivers Save!
Confirmation Number: 138679331
Card Number:
Name on Card: Arvind Gupta
Expiry Date: 02 / 2019
Total Paid: $6.00
Invoice # 2143834342
Payment Received. Thank You!
One Time Payment
TReO One Time Payment
17
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Register your vehicle with TReO and youll benefit from easy, automatic toll payments and avoid any unnecessary fees.
Confirmation Number: 138679009
Card Number:
Expiry Date: 1)2 I 2019
Total Paid: $6.00
Invoice # 2147824918
One Time Payment
IReO One Time Payment
17
000105
17/06/2015 12:3() PM
Account Number
Invoke Number
1003922o3
21478249 18
Jun
01/05/15- 3!IU5/15
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Ttansa.y Number
90343011
Date/Time of Travel
May 1 2015 11:59AM
Trip Direcori
Notes
VehdeClas
Eastbound
TcII
Medium Vehicle
90952CS
3178D936
31783311
May 1 2015 114PM

May 8 2015 11:18AM
May 8 2015 12 37PM
May 15 2015 11:44AM
May15 2015 133PM
May22 2015 11:08AM
May22 2015 12:21PM
May28 2015 1112AM
May28 2015 1249PM
Westbound
Eastbound
W!5tbound
Eastbound
Westbound
Toll
Toll
Toll
Toll
Toll
Tol
Toll
Toll
Toll
Medium Vehicle
Medium Vehicle
92633205
92643343
33424176
93432397
94143558
94157684
Eastbound
Westbound
Eastbound
Westbound
Amount
Medium Vehicle
Medium Vehicle
Medium Vehicle
Small Vehicle
Medium Vehicle
Medium Vehicle
Medium Vehicle
Foft Mann Bridge Subtotal
BCLicensePbte:
22
LIZ
600
600
600
6.00
600
6.00
300
600
600
6.00
55700
Total for 1SI3KS
$57.00
Vehicle Class
Small Vehicle
Small Vehicle
Amunt
3.00
COcJRLjij
Port Mann BrTde

Transaction Number
Date/Time of Travel
May15 2015 8:39PM
92709332
92920624
Trip Direction
Eastbound
May 18 2015 11:49AM Westbound
Note
Toll
Toll
Port Mann ridge Subtotal

SC License Plate
22
Total for 2SOXSW
C .2
CMjIzi-G
3.00
$6.00
$6.00
PluC..ei.
Port Mann Bridge

fratsacticn Number
91533432
Date/Time of Travel
Trip Direction
May 6 2015 7:16PM
Westbound
Notes
Toll
Vehicle Class
.
Port Mann Bridge Subtotal
BC License Plate
D,Qne.
22
Total for 343101
V4
Am2int
3.00
53.00
$3.00
J?:J.
Port Mann Sridge

Transaction Nurnbe
93132297
DftanecfTravel
May10 2015 LOSAM
93867233
May 26 2015 10:21AM Westbound
tip Drection
Eastbound
Notes
Toll
Toll
Whide Class
Small Vehicle
Small Vehicle
Total for S2FCS
Amnt
3,C0
3.00
$&C0
$&D0
continued on next
000106
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TReO
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Register Now (/register)
Register your vehicle with TReD and youll benefit from easy, automatic toll payments and avoid any unnecessary tees.
ExpIiy Date: 02 I 2019

Card Number:
Confirmation Number: 13867B789
Thta Paid: $6.00
Invoice # 2143050667
One Time Payment
TReO One Time Payment
17
000107
17/06/2015 l22H PM
https://account.treo.calpav/com plel e9hyinvo ice-n umher----yes
100332203
2143050667
Account Number
Invoice Number
Invoke Date
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May 1 2015
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Toll Charges
BC license Plate
22
Port Mann BrW9a

Tans
umker
89364158
89531851
Datetrirne of Travel
Trip Direction
Apr 17 2015 7:48PM

Apr19 2015 3:50PM
Eastbound
Westbound
Notes
Toll
Toll
Vehicle Class
300
Small Vehicle
3.00

..
BC License Plate
22
IS C
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22
Amount
Small Vehicle
Total for 2SGXSW
56.00
$6.00
PDrt Mann B,dge

Transaction Number
Datefflme of Travel
Trip Direction
Apr17 2015 9:55AM Eastbound
Apr17 2015 10:22AM Westbound
8928380
69286S6
Notes
Toll
Toll
Vehicle Class
Small Vehicle
Small Vehicle
Total for 293 SDA
BC License Plat
22
3 2..
(t_A-ct_4.
Amount
3,00
3.00
56.00
$6.00
fl1LLtL
Port Mann Bridge

Transaction Number
Date/time of Travel
Trip Direction
Notes
Vehicle Class
83261377
Apr17 2015 7:17AM
Eastbound
Toll
Small Vehicle
BC License Plate
22
Total for 343 1DL
%iiit_7
3 00
$3 00
$3.00
Port Mann Bridge

Tansactiori Number
Date/time of Travel
Trip Direction
Apr25 2015 4:41PM Eastbound
Apr25 2015 11:29PM Westbound
90269417
90302293
Notes
Toll
Toll
Vehicle Class
Small Vehicle
Small Vehicle
BC License Plate
22
C) 01 Q
Total far 5S2TPf
Amount
3.00
3.00
5600
$6.04)
LL
Fort Mann BHd9e

Transaction Number
90460723
90492617
Pate/Time of Travel
Apr27 2015 3:05PM
Ap- 27 2015 628PM
Trp Direction
Eastbowid
Westbound
Notes
Vhide Class
Toll
Toll
Small Vehicle
Small Vehicle
Total for 7523LM
Amount
3.04)
300
$6 121)
$E.D4)
continued on
000108
Coughlin, Liz
Subject:
Location:
8:40am 9:15am: Flight Vancouver Harbour (CXH) to Victoria Harbour (YWH)

Helijet 707, Confirmation: 428009
Start:
End:
Mon 11/3/2014 8:40 AM

Mon 11/3/2014 9:15 AM
Recurrence:
(none)
Organizer:
Gupta, A
Arvind indicated that he wants to take Helijet instead of AC.

Helet departure is from Vancouver Coal Harbour fCXH) in downtown instead of YVR; and arrival is at the
Victoria Harbour (YWH).
G.t I
.r:r
GS1
tt*.4,,i
At
T
e4
From: Helijet Reservations [mailto: passengerservices@helijet.com]

Sent: Thursday, October 30, 2014 2:14 PM
To: Chan, Connie
Subject: Helijet International Inc. Reservation #428009 Itinerary
-
Victoria Harbour: 79 Dallas Road, Victoria BC V8V 1A1

Vancouver Airport: 5911 Airport Road South, Richmond BC V7B 185
Vancouver Harbour: 455 Waterfront Road W, Vancouver BC V6B 558
Reservations: 1.800.665.4354 website: helljet.com
RESERVATION CONFIRMATION
Passenger
Name
GUPTA
ARVIND
Reservation # Total Charges Total Taxes Total Amount Total Payments Balance Due
428009
546.66
574.00
27.34
574.00
0.00
Itinerary
Leg
1
Date
From
03 Nov 2014 08:40 VANCOUVER HARBOUR

-
To
Flight
Status
09:15 VICTORIA HARBOUR
707
CONFIRMED
000109
Leg
Date
03 Nov 2014
From
16:55
VICTORIA HARBOUR
To
Flight
Status
17:30 VANCOUVER HARBOUR
726
CONFIRMED
Charges
Date
Passenger
Description
1
2
Amount Taxes Total
30 Oct 2014 GUPTA, ARVIND PEAKFARE Full Fare

09 Oct 2014 GUPTA, ARVIND FULLFARE Full Fate
Total
546.66
27.34
574.00
-
284.76
261.90
14.24 299.00
13.10 275.00
Payments
Date
Description
Payer
Method Amount P0 Number Receipt
09 Oct 2014 American Express

Arvind Gupta
30 Oct 2014 American Express ARVIND GUPTA
AX
AX
550.00
24.00
Authorization
367564 Y:127403:205a786:::NYY
369992 Y:147897:2092414:::NYY
THIS ITINERARY IS YOUR OFFICIAL TRAVEL DOCUMENT. PLEASE READ FULLY.

Carriage is subject to applicable tariffs, conditions of carriage and related regulations which are available at the Helijet
International administration offices. Carriage hereunder is subject to the rules and limitations relating to the liability
established by the Warsaw Convention.
Itinerary Status Codes:
C Confirmed / W- Waitlist I X Cancelled / S Standby

-
Passenger Travel Information:

For detailed Travel Information visit hell jet.com or call Helijet Reservations 1.800.665.4354
Passenger Check-in:
Passengers ate requited to check-in at least 20 minutes prior to scheduled flight departure time.
Aircraft Type:
Scheduled flights are operated by 12 passenger Sikorsky S-76 helicopters.
Travel Documentation:
Government issued Photo ID must be presented at check-in of all flights.
Changes/Cancellations & No Show Penalty:
Unless otherwise stated, all fares may be cancelled, changed and refunded up to 5pm the day prior to departure. All
sameday bookings are non-refundable. Failure to cancel or change a flight by 5pm the day prior to departure will
result in a non-refundable penalty equal to the fare of the one-way travel. After 5pm all next-day travel is nonref undable and only changeable for same-day travel; fare upgrade may be required. On the day of travel, changes
must be made at least 1 hour prior to departure or cancellation fee will apply. Failure to check in 20 minutes prior to
departure will also result in any onward and/or return reservations being cancelled with any additional applicable
cancellation fees applied.
Baggage Allowance:
Baggage is limited to 2 pieces per person (including hand baggage) weighing no more than 5Olbs total. Excess
baggage will be accepted on a space available basis.
carry-on cabin baggage is allowed. Please visit
www.catsa-acsta.gc.ca for information on how to Pack Smart and avoid delays.
Baggage Liability:
The liability for the loss of and/or the damage to any personal property, including baggage or goods is limited to an
amount equal to the value of such baggage or goods, which shall not exceed $250.00 (CAD) per passenger, unless
greater value declared.
Transportation upon arrival:
Helijet is pleased to offer courtesy shuttle van drop off service within the downtown core in Victoria and Vancouver
Harbour, ask the driver for drop off locations. Taxis may also be available, please ask an agent.
2
000110
Accessibility:
To ensure your travel is possible, passengers with limited mobility and/or special needs must advise Helijet
Reservations at 1 .800.665.4354.
Pets on Helijet:
If you have a Special Assistance Animal please advise Helijet Reservations. Other small pets and animals are not
accepted for carriage, please visit our website for restrictions.
Weather Conditions:
If due to weather conditions the flight is unable to operate Helijet will make every attempt to contact passengers as
early as possible via phone numbers and/or email addresses provided.
Reservations:
Reservations are required for all flights and may be booked online at www.helijet.com or by calling 1.800.665.4354
(within North America).
000111
OR1H
NORTH SOUTH TRAVEL

Phone: 604-736-74471BC Reg 3714-4
nstravet@nstravel.bc.ca
%fl[f{
Electronic Invoice
Prepared For:
GUPTA/ARVIN D
SALES PERSON
40
INVOICE NUMBER
0348241
INVOICE SSUE DATE
05 Jun 2015
RECORD LOCATOR
WKLHRU
CUSTOMER NUMBER
9991361000
Client Address
UNIVERSITY OF BRITISH COLUM3IA
ATTNARVIND GUPTA 604-322-3300
VANCOUVER BC V6T1Z2
VANCOUVER BC V6T1Z2
DATE: Sat, Jun 13

Car: NATIONAL CAR
SAN FRANCISCO, CA
Pick Up
12:30
Drop Off
Drop OffAl
Confirmation Number 393690010COUNT

CD.
)CJC4300
Rate Plan For4 Da,s,0 Hours
Drop Off Charge
USD Rate
Extra Day
Extra Hour
Mandatory Charges
Appromate Total
Price
Resectitions
USD
0.00
45.32
45.32
22.66
67.51/
249
9-7
Car T,pe
16 Jun
SFOSFO SAN FRANCISCO INTL
ARPT
780 MCDONNELL ROAD
SAN FRANCISCO CA
US 94128-3103
2!4 DoorFull Size
MI/KM
Extra MLKM
UNL
UNL
UNL
0.00
0.00
0.00
S
UNL
CAD 0.00
CAD 0.00
VAT./G.ST./H.S.T.
DATE: Wed, Dec 16

Others
SAN FRANCISCO
THANK YOU FOR

USING CONCUR.
DATE: Tue, Jan 05

Others
INFO
AFTER HOIJRS SSD
P5H
SubTotal
CAD 0.00
000112
Rental Agreement# 168397761

Invoice # 1 5020627509
Onterprise
rent-a-car
Renter Information
Renter Name
ARVIND GUPTA
Renter Address
NORMAN MACKENZIE HOUSE 6565
NW M
VANCOUVER.BC V6T 1A7
CA
Trip Information
Pickup
Return
WedJun 24 2015
08.18 PM
KELOWNA INTL ARPT
(YLW)
11 5533 AIRPORT WAY
KELOWNA BC Vi VlSi
CA
-
ThuJun 25 2015
0338 PM
KELOWNA INTL ARPT
(YLW)
11 5533 AIRPORT WAY
KELOVJNA. BC Vi VlSi
CA
-
Rental Charges
Vehicle_Information
Rental Rate
1 day at $39 001 day
ELANTRA
License #: 285MST
State/Province: BC
Coverages
Collision Damage Waiver Full ($0 00/ day)
Mileage
200 Free Miles

Excess Distance Charge (353 Distance
Vehicle Class Driven

INTERMEDIATE 214 DOOR AUTOMATIC NC
Vehicle Class Charged
STANDARD 2/4 DOOR AUTOMATIC NC
Odometer MileagelKilometers
Starting: 238000
Ending: 24353 0
Total: 553.0
Thank you for renting with
Enterprise.
We appreciate your business.
Please do not reply directly to this email. If
you have a question or comment regarding
your rental agreement please send it to
$39.00
50 10)
Taxes and Fees Airport Access Fee 12.36 Pct(12.36%)

Vehicle License Fee 94/day
Pvrt Bc 1 5OIday
Airport Access Fee 12.36 Pctfl2.36%)
Provincial Sales Thx (7.00%)
Ca Goods/svces Tax B C (5.00%)
SO 00
$0.00
$1.50
$4 36
$5 51
$4 01
Total
(Subject to audit)
Amount charged on Jun 252015 to American Express
Amount Due
$0 00
Included
$35 30
$89.68
17
($89.68)
($0.00)
customerserviceenterprise com
000113
Date
Description
Reference
06/21/15
TELECOMM
BASEHSIA
0.00
06/22/15
SELFPARK
# 907261
0.00
06/22/15
TELECOMM
BASEHSIA
0.00
06/22/15
SELFPARK
06/22/15
35.00
06/22/15
ROOM
610, 1
499.00
06/22/15
HST
610, 1
64.87
06/22/15
D.M.P.
610, 1
13.27
06/22/15
DMP HST
610, 1
1.73
06/23/15
SELFPARK
# 907204
0.00
06/23/15
TRIOS
1577 610
48.94
06/23/15
Payment American
Express
XXXXXXXXXXX 17
Charges
Credits
662.81
Total balance
0.00 CAD
Treat yourself to the comfort of Marriott Hotels in your home.

SH op:MARRI0TT..c OM
Iiportant Information
Do Not Reply to this Email
This email is an auto-generated message. Replies to automated messages are not monitored. If
you have any questions please contact the hotel directly at (416) 597-9200,
Why Have I Received this Email?
You have received this email because you requested during your stay to receive an electronic
version of your bill by email.
Availability
Electronic versions of your hotel bill, available by email from our over 2,300 participating
properties in the Marriott family of hotels in the USA and Canada, are emailed to you within 72
hours of check-out. These email messages reflect changes made to your bill up to 11pm on your
day of departure. Any adjustments after that time may not be shown.
If you have received this email in error, please notify us.
Learn more about eFolio, receiving your hotel bills by email.
Authenticity of Bills
Marriott retains official records of all charges and credits to your account and will honor only
those records,
Privacy
Your privacy is important to Marriott. For full details of our privacy policy, please visit our Privacy
Statement.
Credit of Marriott Rewards PoInts
After a stay, it may take up to 7 days for Marriott Rewards points to be credited to your account.
000114
Couqhlin, Liz
From:
Sent:
To:
Subject:
Janecek, Patricia
Thursday, June 25, 2015 8:50 AM
Coughlin, Liz
FW: Your Jun 22, 2015 Jun 23, 2015 stay at the Toronto Marriott Downtown Eaton
Centre Hotel
-
Hi Liz,
Please find below the hotel billing receipt for Arvinds Toronto stay June 22 23.
pi (Patricia Janecek)
Administrative Assistant Office of the President
7th Floor Walter C. Koerner Library
1958 Main Mall Vancouver, BC V6T 1Z2
Tel: 604.827.3022
patricia.janecek@ubc.ca
I htt://resident.ubc.ca
a place oF mind
tH UNIVLSI1( OF IIUS4 cocuMIA
From: Thanks for stayingl [mailto:efolio@marriott.com]

Sent: Thursday, June 25, 2015 2:00 AM
To: Janecek, Patricia
Subject: Your Jun 22, 2015 Jun 23, 2015 stay at the Toronto Marriott Downtown Eaton Centre Hotel
-
Thank you for choosing the Toronto Marriott Downtown

Eaton Centre Hotel for your recent stay.
As requested, below is a billing summary or adjustment for
your stay. If you have questions about your bill, please
contact the hotel directly at (416) 597-9200.
Make another reservation on Marriott.com
Marriott Rewards members

may receive this email
automatically after every
>>
stay
Modify your email
preferences>>
Hotel: Toronto Marriott Downtown Eaton

Centre Hotel
525 Bay Street
Toronto, Ontario MSG 2L2
Canada
(416) 597-9200
Dates of stay: Jun 22, 2015 Jun 23, 2015

Guest number: 9072
Marriott Rewards number: XXXXX591 1
-
Guest: GUPTA/ARVIND/DR
UBC OFFICE OF THE PRESIDE
7TH FLOOR WALTER KO
1958 MAIN MALL
VANCOUVER, BC V6T1Z2
CAN
Room number: 610

Group number:
000115
CROWNE PLAZA
PALO ALTO
06-16-15
63
MrArvind Gupta
7th Floor Walter C Koerner
Library 19
Vancouver BC V6T 1Z2
Date
Folio No.
266515
AIR Number
:
Group Code
Company
Membership No. :
Invoice No.
:
Room No. :
Arrival
Departure
Conf. No.
Description
Rate Code :
Page No.
277
06-13-15
06-16-15
61308881
IDHOG
1 of I
Charges
Credits
06-13-15
Accommodation
244,00
06-13-15
Occupancy Tax
34.16
06-13-15
Tourist Tax
034
06-13-15
County Tax
1.00
06-13-15
Overnight Self Parking
06-14-15
Accommodation
272.00
06-14-15
Occupancy Tax
38.06
06-14-15
Tourist Tax
0 34
06-14-15
County Tax
1.00
06-14-15
06-15-15
Restaurant Breakfast
06-15-15
Accommodation
372.00
06-15-15
Occupancy Tax
52.08
06-15-15
Tourist Tax
06-15-15
County Tax
06-15-15
06-16-15
American Express
12.00
12.00
CHECK# 1263
19.40
0.34
1.00
12.00
XXXXXXXX)(X
17
1,071.74
(7
J fl
Total
Balance
1,071.74
1,071.74
0.00
Guest Signature:
I have received the goods and br services in the amount shown here. I agree that my liablity for this bill is not waived and agree to be held
personally liable in the event that the indicated person, company, or associate fails to pay for any part or the full amount of these charges If
a credit card charge. I further agree to perform the obligations set forth in the cardholders agreement with the issuer.
Crowne Plaza Cabana

4290 El Camino Real
Palo Alto, CA 94306
Telephone. (650) 857-0787 Fax (650) 496-1939
000116
/
I
REC9PT FOR CAa FARE
IrliIaI Pa[I CanI Coppib8
RECEIPT OR
VALIDATION
impark
D2/3 /2o/5
328001
_riZ__
= = 77
I-
RECYCLELI
CaO No
ed
/
MOHAWK
Okanagan Wash Zone Husky
1511 Edwards Road

BC
I<elowna
C2511) 4919256
CSI# 8475837(15
Retailer ID 4171825
Rct:211176 44125
Batch :2215172
2(115)116/115 15:211:32
Pumpfl S
Regular
8.2115 1 x $1.219/1
S 111.11(1
AMOUNT
CSI(Ic Puinp
$11.48
Pre Auth Completion

AMERICAN EXPRESS
AID: A 111111(111111125111 (18111
17
EXP:
**J*a
Date: 116/115/21115
Time: 15:211:32
AUTHCODE:846895
5252(111111111114(1 LIII
4412(ISEC
(111(1
TUR: 111111(1H(121111(1 TSI: F81111

Approued
Earn FREE fuel fast?
Register today at
nyHuskyRwardc .ca
000117
7
MAHONY & SONS PuBLIC
HCiUStI
5990 UNIVERSI T
VANCOUVER
BLVD
BC
CARD
17
CARD TYPE
AMEX
DATE
2015106129
TIME
658? 20:06:16
CLERK ID
25
RECEIPT NUMBER
C85015870-OOLOIS012U
PURCHASE
AMOUNT
$50.30
TIP
$7.55
TOTAL
& & & 3954 & & &

MARRIOTT DONNtOWN EATON CENTRE
**1:X TRIOS BISTRO***
iMJ: K I NTEtN 11 CN
Lii K) 1
CE I 1K 1127383
C
29001 BRAD
CHK 7577
IBL1O/1
23JUN15 1:34 AM
1 OATMEAL
1 FRUIT PLATE
COTTAGE CHEESE
1 TOAST
1 ORANGE JUICE
1 HOT TEA
GST3
9.00
15.00
4.50
5.00
4.50
$57.85
SUBTOTAL
FOOD
NON ALCH BEVG
TAX
Total
Total DUe
AMERICAN EXPRESS
A0000000250 10801
BEB03964AB2 1CF36
0000008000-E800
2C97FHFODAA944B
0000 008000F800
7,39
CA
I
F:t: D4f0
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01/25/15 17:25 0j:
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TOTAL
00-025
CARDHOLDER COPY
IMPORTANT
RETAIN THIS
COPY FOR YOUR RECORDS
-
I APOR I
H.S,T. #863712999
GRATUITV___________________________
APPROVED
AUTH# 806599
THANK YOU
$38.00
$26.50
$9.50
$4.94
$42.94
$42.94
ROOM NUMBER_______________________
PRINT LAST NAME_____________
SIGNATURE__________________________
Thank you for joining US
at Marriott Eaton Centre
000118
.1
S0000HBULH DUly ITO[JI
382 YOf ICE STREET. UNIT
CHECK 4 138050
TABLE 4 112
COCKTAIL : A1e
--
ITEMS OROEREO
AMOUNT
1 NAKED MOZZ
1 H MTT0.PG.[g
11 .68
11.25
411
ltlIIl44I
.1
U?
L 6/z215
TiitL 5:470W
11,1
TORONTO
CARD
CARD TLPE
DATE
TINE
SERIJR ID
Oil
17
MOHAWK
ANEM
201 6
LIE
Okanagan Uash Zone Husky
0334
150 Edwards Road

BC
Kelowna
I774:3
I U
I 39060
TABLE U
111 COCITAIL
RECEIPT
REP
C82C333.nn 1 001 622U
(250) 491-9256
CST# 847583705
Retailer ID 4171825
Rct:24954 44125
Batch :22358
ENfEP TO WIN A TRIP FOR 2

TO THE CARIBBEAN
-HMSE
hiUUIIT
TIP
TOTAL
Please K1 your feedback wi

Cosi.iiu a brh
in the next 5 days abv
to our restaurant anu
for a chance to Li
$26.91
$3.89
Pump* 5
$29.so
$3110
Regular
2.458 L x $1.219JL
3IC:t41I EiPRESS
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www i esaLIrantL1uest Ic
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68A?99C.63q270
00000CLBCLr
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1:1
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A:ierican Express
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Vehicle N FC048791
Model
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Class Charged FCAJ
Llcense# 7l(HJ480 State/Province CA
H/Kys Driven 215
5420
H/Kits Out
553-5
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$35.02 99
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6 II 0
Rental 13-J.JN-2015 12:53 PM
S1 FRACISC0 INTL ARPT
Return 16-JJN-2015 01:50 PM
SJ FRACISC0 INTL ARPI
GtJP/ARVIND
INVOICE 008956
AUTH 522980
Price
45.32
2266
4.1
15,8
USO 220.1
Total Charges
Sequence NuiTben 46275

APPROVED 522930
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Deposit
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135.9
22.6
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1bIip50.12
20%Iip55 .80
22XTp61 .38
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IMPARK
0RIN MANDARiN RESTAURA

1172 ALBERNJ SI
VANCOUVER BC V6E 3Z3
6046828833
Lot 110 Robson Square

800 Robsci, St.
SALE
License Plate Nurrber
Custniner Copy
2601SV1
05:07 PM
07, 1015
Clerk # 000003
MID; 5748082
lID F574
REF 00000013
8atcb #: 335
SEQ: 3380010010t3
07/02/15
14.11:54
APPR CODE. 846817
Expiration Date/lure
AMERICAN EXPRESS
17
AMOUNT
TIP
TOTAL
00
$50.94
$7.64
$58.58
Purchase Gate ftirte: 02:0?prr Jul 0?, 2015

Hate. $1125 3 Hourv
Total Due $11.25
Payrrent Type. Carc
Total Paid; $1125
Ticket #: 00016468
-
APPROVED
000
AMERICAN EXPRESS
AID. A000O0O025Q8O I
TVR. 00 00 00 80 00
TSL F8 00
THANk YOU PLEASE COME A
S/N N 520014100152
Setting Lot 110 INT Hodeir

Mach Narre; Meter 5
-
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17
Airervan Express
Use Pay 6y Phone
000121
Auh N. 50545
NE 43274
7
Vehicle Check
Vehicle may be valet parked without
notice at the discretion of the doorman.
Please remove all valuables (rom your
vehicle. The hotel accepts no respor.sibrtv
for theh or third party damage.
I: !J%j1:il
g BURRARD ESSO
01)3 022S7
HEJPI
PETROCANADA
5835 AIRPORT RD
IIISSISSAUGA
ONTARIO L4U 1C8
907834g1)1)
1190 !JEST 4TH AU!

UAHCOUUER, BC UoJ 1
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11:01:18 PH
Welcome to
Diartond Parking Ltd.
Stall #35
EXP 04:21PM
JUL 02, 2015
PUIIPtI 3
EREG
Expiration Date/Tire
FUEL TOTAL
Sk.178L
1.329
$ 72.01)
OST in fuel
CREDIT
PRICE/C
Purchase Date/TOre: 12:2lprr Jul 02, 2015

Total Parking: $6.29
Total Taxes: $1.71
Rate. 4 Hr
Total Due: $8.00
$ 600
Payrrent Type: Card
Total Paid: $8.00
Visa
17
Ticket # 40164109
Auth #: 064415
S/N #: 100008160002
Setting: 4881
Mach Mare: 4881
Thad you for choosing
Diarrond Parking Ltd
Check our we care prograrr
604- 681- 8797
3.143
72.00
liP!: PUR19E
$12.00
CQONT: o!i
RUTh: 88115t-F ll/J0I!: 00108181
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PAYPOINT: 0505143491
20150623
09:lli
PU HP
REGULAR
LITRES
PRICE/C
FUEL SALES
02
$
$
1.199
34.1)
TOTAL OL!D
314.91)
TOTAL PAID
CREDIT CARD
3149
FHST INCL$
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Stall # 249
03:58 PM
UN 19, 2075
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AD00000O2O1 0801
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INUOICE 67239
Expiration Date/Tire
chase Date/Tire 12S8prr Juj, 19, 2015

al Parking. $7.87
a! Taxes $213
al Due: $1000
Rate 3 Hours $ 10
al Paid; $1000
Payrrent Type. Card
et # 09940651
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000124
Dr. Arvind Guptas Calendar
000125
June 21, 2015

June 27, 2015
June 2015
SuMo TuWe Th Fr Sa
123456
7 8 910111213
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
SUNDAY
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
21
22
23
24
25
Kamara Arrivin
Marriott Downtown Eaton_Centrj
Kelowna
Check in
FRIDAY
27
No Meetings /
Drive to Campu
John Hepburn
AGs office
Park ii
__
--
Li
11:10AM
1:12PM
Toronto
Vancouver
ACO181
(Confirmation:
MEFGM)
Briefir
Meet Adrienne
Executive
Meeting
Room 753, 7th
floor, Koerner
Library
DAE: Klaus
Reichwald
Starbucks, 2709 I
Travel
Opening Remar
Welcome Remai
10
Adrienne
Call Bob
11
wili1
RenniEl
1
,I
12 PM
Adre:Dej
---
Lunch
=:
Drive to
Campus
FYI ONLY:
Whitecaps FC 2
UBC
Thunderbird
Stadium
i
j
Anji Redish
AGs office
J
rAllison Matach
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Lisa Castle
AGs office
Travel
4:15am
4:30am
6:15am
L----- --
- --
No meetings
CIL___]J
4:20PM
5:18PM,
AC 8419, Confirn
-
Gupta, A
Adria1
L_]jVP
Extern
McLeai
Dinner with
fTravel
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Andrew
I
La Buca Restaura
S
Susan Porter,
Dean of
170 6371 Cresc
Hubert Lai
AGs office
Anji and Huber1
Keynote
Recorded Phoni
eis1
AGs Office
Speech: Deputy
CERC
Annou
with
AMPEL
Lunch
-
Alumni UBC
Lunch and
Working
Session
UBCO, Purcell
Residence
Rooftop, 3333
University Way
Minister Dinner
Oro Restaurant,
Humidor Room,
45 Elm Street,
Toronto
re: Wall
SATURDAY
J26
Deputy Ministers Finance Retreat (Tcf
July 2015
SuMo TuWe Th Fr Sa
1234
5 6 7 8 91011
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
4:30am
7:25pm
5:30am B 8:25pm
6:40am T 8:45pm
1
n
Check
8:25pm 7
8:45pm P
9:15pm
9/17/2015 10:19 AM
000126
22
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JU
July 2015
SuMo TuWe Th Fr Sa
1234
567891011
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19202122232425
262728293031
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY
10
11
--_-J
Check
Media Jnterviei,
Li
8
Video Shoot
UBC Studios,
0110 2329
BOARI
I8:05-8:S7AM
Vancouver
AC8398 Confirmj
-zjzzjz
Taxi to UBCO (v
Kelowna Cabs: (2
froin Office
Hours
AGs office
Adriaan deJage
10
STIC Full
Council
Teleconference
1-877-413-4792
Code 5816516
11
L_
Haircu
On Du:
UBCO Deans
Meeting (with
Anne)
DVC Boardroom
1Tivel
1avel,
,.
I Working Lunch
.1
with
Luann [[1
Andrew
Chore,
Gulfst] Simpson
AGs Office
Call with Micha

jL___J
Drive to UBCiI
Parkade entrancfj
Adrieij
Gavin Stuart,
Dean of
Room 301, 3rd fl
..
Arvind
and
Anne
ADM 1
--
Drive
-______
Travel1
y-
recogrogr
r____1L
Taxi ti
Meet
Call 60
-
Pick up Peter D
_____
Executive
Meeting
Room 753, 7th
floor, Koerner
--
LraveiT
LI Alice
at
AlumJ
1jraveltoOiJ
I Working Lunch:
1 Visioning
-
Martin Ziotnik,
ZLC Financial
AGs Robson Sqt.
-----
--
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Anne&
AGs Office
__-------.-
_________
Micha
Cough
Dean
Pharm,
1 JMeet,
j Office Lunch
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Lunch
with
AGs Office
Audit
I Committee
Boardroom, Alun
-
Miles, Ej
Travel
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23242526272829
30 31
SUNDAY
AM
12 PM
August 2015
SuMo TuWe Th Ft
Strategic
Planning:
Anne, David,
Mary-Lynn,
Anna
AGs Office
IF
AVAIL
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C ec
PM Kelownato
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Neville
--
Marc Parlange
AGs Office
--
--__---
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--
-----
7:00pm
Gupta, A
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8:30pm P 7:00pm
9:00pm
7:00pm
9:00pm I
7:00pm
9:00pm
7:00pm
9:00pm
9/17/2015 10:19 AM
000128
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J LI I Y 18 20L5
July 2015
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1234
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30 31
SUNDAY
MONDAY
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY
12
13
14
15
16
17
18
acabon (Out
7AM
Mary Lynn
Travel
Briefing with Pa
Tout
of
Botanic
AGs Office
Mitacs
Board
Meetit
Robert
H. Lee
Board
(1st
floor)
The
Robert
Hubert Lai
AGs office
Faculty 10.03
Meeting (with
10
AGs Office
Travel
Louise Cowin
AGs Office
1&
Tour
[Chung
Yuen Pau Woo,

AGs Office
11
[is]
12PM
[Travell
Executive
Coaching
Patrick Larrea
Suite 2110, 650
West Georgia
Street
j Travel
Call wijLunch
Cd
Drive to
Campus
Whitecaps vs
Sporting
Kansas City
(time TED)
Call Deborah Eu
Cell: 250-317-38f
Alumni
Centre
6163
Univen
Boulev
Travel
L____J Lunch
Sage B
Andrew
Simpson
McLeai
Mary Lynn
Pick up gift froi
Sylvain Laporte,I
Call with PFM
re: VP External
604-689-9970
Amjad All Khan

and Sons
Shalimar, 1681
Drummond
Drive,
Anji Redish RE:,

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000129
July 19, 2015

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000130
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000132
Records related to
Dr. Arvind Guptas Emails
000133
From:
To:
Subject:
Date:
Attachments:
Rohan Chandrasekhar
Presidents Office
UBC iGEM 2015
Wednesday, August 05, 2015 5:12:32 PM
iGEM_2015_Sponsorship package.pdf
To whomsoever this may concern,

My name is Rohan Chandrasekhar, and im an undergraduate student currently on UBCs international Genetically
Engineered Machine (iGEM).
iGEM is an international synthetic biology competition hosted by MIT, where teams from all over the world
engineer novel microbial systems to address issues faced by humanity. All parts used by teams in bringing the
project to life are standardized, and stored in a registry, where they can be mixed and matched in the future to yield
powerful new systems in a much shorter time frame than would otherwise be possible.
Our project this year has to do with honeybee Colony Collapse Disorder (CCD), a debilitating condition responsible
for the loss of up to 40% of hives in 2014 alone. We plan to engineer a probiotic bacterium capable of degrading the
pesticide imidacloprid, thought to be one of the factors behind CCD. We believe that this would be a better solution
than banning imidacloprid, since a ban would force the use of older classes of pesticides which are less specific and
have wide ranging effects on the ecosystem. For more information, please do refer to the attached information
package.
Even with a project that can have a great, positive effect on our natural environment, we have found difficulty in
securing funding in time for the competition in September. It is for this reason, we chose to approach the presidents
office, to ask for sponsorship to attend the iGEM Jamboree.
As a university committed to research, and as a team that satisfies all five points of the five-point vision, we believe
that if sponsored, we can further UBCs reputation as a place of research, learning, engagement and innovation on
one of the most diverse international stages that exists, at one of the most prestigious institutes in the world. With
the implementation of new policies for fostering growth and development, we really do believe that UBC can
follow through with building excellence and the way it is perceived across the world.
Catering to thousands of graduate, undergraduate and high school students from all over the planet, iGEM would be
a valuable platform to reach out to upcoming generations of scientists, and prospective students in the field of
synthetic biology. Additonally, by sponsoring us, you would also directly support the education of passionate
undergraduates working to make the world a better place, from one of the greatest seats of learning in the world
today.
Thank you for you time and consideration.
Rohan Chandrasekhar
000134

2015 iGEM Team
Sponsorship Package
000135
A Letter From the Team

Dear Prospective Sponsor,
The international Genetically Engineered Machine (iGEM) is
an international, synthetic biology competition hosted by the
Massachusetts Institute of Technology. Each year, hundreds of
teams from different universities present their creations at the
giant jamboree
A honeybee in the act of pollination
Aiming to solve global problems using synthetic biology, iGEM

teams make invaluable contributions to the registry of standard
biological parts in the form of BioBricks. Submitted BioBricks can
be mixed and matched to yield powerful, novel synthetic biological
systems to address mankinds most pressing issues.
Contact:
Rohan Chandrasekhar
2015 iGEM Team Fundraiser
4th year UBC Applied Biology
6047735094
rohanchandrasekhar36@gmail.com
Nick Echeverria
2015 iGEM Team Fundraiser
2nd year UBC Biochemistry
7787881482
n.j.echeverria@gmail.com
Dr. Michael Murphy

Professor
Microbiology and Immunology
Faculty of Science
6048228022
Michael.murphy@ubc.ca
Since 2003, the iGEM competition has grown in stature, admitting

over 225 undergraduate teams from all over the world in 2014. As
a catalyst for progress in synthetic biology, iGEM has led to the
development of a plethora of solutions to problems worldwide.
The University of British Columbia is and has been home to many
pioneering minds in the fields of molecular biology, microbiology,
biotechnology and related fields. Having generated many nobel
laureates over the years, it is undoubtedly a place of great scientific
achievement.
With five years of experience with iGEM, and 7 awards, including
4 gold medals, the UBC iGEM team has proved its capability to
produce novel biological mechanisms that positively affect the
world we live in today.
This year, we plan on improving our record with a project capable of
having far reaching consequences on apiculture and agriculture. We
invite you to peruse our package, and hope you choose to support
us while fostering your brand on an international stage.
Warm Regards,
The UBC iGEM Team
000136
Our Winning Idea
Proposal
Bee populations around the world have been under

attack since the early 1990s. In 2015 alone, US
beekeepers reported that 42% of their colonies died
within the past year.
A probiotic is a microorganism thought to play a beneficial role

as one half of a symbiosis. Probiotic bacteria are common in
digestive tracts of many organisms, and carry out several vital
functions, such as the synthesis of amino acids, and recovery
of compounds that would normally pass unabsorbed.
Honeybee Colony Collapse Disorder (CCD) is extremely

serious. Bees are the corner stone of food systems
worldwide. As key pollinators, bees ensure the
continuity of annual plants, an invaluable ecological
service. Sustained lack of pollination by bees is likely to
lead to the extinction of many bee pollinated plants and
consequently the collapse of systems dependent on the
same plants for food or energy.
Gilliamella apicola is one such bacterium residing in

the midgut of the bee. Since bees regurgitate feed for the colony, a
few bees harboring the engineered bacterium can spread resistance to an
entire colony.
The cause of CCD is unknown and likely is manifold,

but neonicotinoid pesticides, used by farmers around
the world, have been implicated; as has Nosema apis,
an endoparasitic fungus that grows in the midgut of a
honeybee, causing bloating, dysentery and disjointed
wings severely affecting the working capacity of
worker bees.
Imidacloprid resistance
Certain species of the whitefly Bernisia tabaci, and the fruit
fly Drosophila melanogaster, have been shown to possess
resistance to imidacloprid due to the possession of genes
capable of conferring the ability to break imidacloprid down
to fumaric acid, a compound that can be further metabolized
to yield energy.
This year, our team aims to create an engineered

honeybee intestinal bacterium capable of degrading the
neonicotinoid pesticide imidacloprid, while producing an
antifungal agent that would eliminate Nosema apis. In
doing so, we plan to render inoculated honeybees
resistant to both Nosema and to common field doses of
imidacloprid, allowing its sustained use while reducing
the risk of CCD.
The chemical structure of imidacloprid
Nosema resistance
As a fungus, Nosema would be susceptible to a range
of antifungals. Our antifungal of choice is gastrodianin,
a protein from orchids, known to effectively inhibit the
germination of fungal spores. By expressing the gene
that codes for gastrodianin in Gilliamella, we can
expect to see the inhibition of fungal spore
germination in the bee gut, effectively fighting off
the disease.
The life cycle of Nosema apis
000137
Sponsorship
The UBC iGEM team is in need of sponsor support to fund
lab equipment, materials, travel and expenses for the
regional and world championship competitions. Without
sponsor support, we will not be able to develop our bee
probiotics to help stop CCD, nor will we be able to showcase our innovation and ensure it has the recognition and
dissemination it needs.
With different levels of sponsorship, our team can offer
different levels of representation, which will have
directly varying levels of exposure to a target audience.
Supporting a winning idea

Our team is undertaking a project with consequences that
may potentially revolutionize modern apicultural practices.
Your sponsorship would not only help us achieve our
Bronze (<$2,000)
Fostering learning
With undergraduates driving our team under the guidance
of graduate advisors, iGEM is an inspiring and educational
endeavor. iGEM is an incredible opportunity for us, as
emerging professionals in scientific fields, to hone our skills
as game-changers in the future and then potentially to
bring these skills to your company as future employees.
Raising your international profile
There are several advantages to sponsoring the team,

including:
Sponsorship Benefits
scientific and humanitarian goals, but also place you in a

unique position where you may present an image to a wider
audience that is reflective of your business practices and
goals.
iGEM serves as a premier platform from which your

company will be introduced to a very specific audience of
highly varied scientific backgrounds. Your sponsorship and
participation will showcase your inclusion in an exclusive
subset of companies that influence the world of biological
technologies and consequently, the world.
Silver (>2,000)
Gold (>$6,000)
Platinum (>$10,000)
Company graphics
on UBC iGEM
website
Company graphics
on final presentation
at MIT
Company graphics
on back of team
clothing
Company graphics
on team shirt sleeves
Company verbally
referenced during
final presentation
Many hands make light work. With 21 passionate volunteers, our project is likely to come to fruition. Without the
means to fund and present our research however, this proposal is as far as we can get.
With the right level of support, we believe that we can truly make a splash at the iGEM giant jamboree, while
assuaging one of the most fearsome enemies mankind can face: a barren planet.
Thank you for your consideration of support of the UBC iGEM team.
000138
From:
To:
Subject:
Date:
22
Presidents Office
Pray for save my family
Notice: Dear Mr. President,

take my respect Salyut I am the son of poor my old mothar son and two
10 and 5 years old my family and I have no money and nothing to eat my
family very hungry I have a house, I have no one I want a job in
Canada in your country I need your favor on this situation to save my
family education, nutrition, treatment going without my family to take
dead ...
This is my humble request I hear there are many people to take your
country & Government very kind to care of mankind. please save us as
soon as possible.
Thanks.
Best Regards.
22
000139
From:
To:
Cc:
Subject:
Date:
Attachments:
EA Executive_Office
Presidents Office
Broady, Raewyn; Meneilly, Grady (vch.ca); Kuusela, Dean; Barbara Kaminsky
Congratulations
Thursday, August 06, 2015 1:19:21 PM
image001.png
image002.jpg
The following message was sent on behalf of Pamela C. Fralick

---------------------------------------------------------------------------------------
August 5, 2015
Dr Arvind Gupta
President and Vice-Chancellor
University of British Columbia
7th Floor, Walter C. Koerner Library
1958 Main Mall
Vancouver, BC V6T 1Z2
Dear Dr Gupta,
I am pleased to share with you that the Canadian Cancer Society has just awarded $450,000 in support
of 1 new project and principal investigator at University of British Columbia. In 2015 we are committed
to investing $2,000,000 for cutting-edge cancer research at your institution.
The Canadian Cancer Society is the largest national charitable funder of cancer research in Canada
thanks to donations from all across the country. Our gold standard peer review process selects projects
from Canadian scientists most worthy of funding regardless of where the research is taking place. Your
investigators supported by the Canadian Cancer Society are among the best in the country and we are
delighted to work with you to foster success and innovation in cancer research.
We look forward to future opportunities to work with you to celebrate the impact of this research with
the Canadian public, donors and our key stakeholders. For a summary of research highlights supported
by the Canadian Cancer Society last year, I would encourage to view our 2014 Research Impact Report.
With sincere congratulations,
Pamela C. Fralick
Pamela C. Fralick,
M.A., M.P.A., ICD.D
President & CEO

Prsidente et chef de la direction
Canadian Cancer Society, National

Socit canadienne du cancer, national
T 416-934-5399 F 416-961-4189
55 St Clair Avenue West, Suite 300 / 55, avenue St. Clair Ouest, bureau 300
Toronto, Ontario M4V 2Y7
Connect with us online / Contactez-nous en ligne

Cancer.ca | Facebook | Twitter | YouTube
000140

Cc:
Graydon Meneilly, Head of Department/Dean, University of British Columbia
Dean Kuusela, Executive Authority, Research, University of British Columbia
Barbara Kaminsky, Chief Executive Officer, British Columbia and Yukon Division, Canadian Cancer Society
Raewyn Broady, Principal Investigator, CCS Innovation to Impact Grants 2 - 2015
000141
From:
To:
Subject:
Date:
em51059
Presidents Office
See what"s new in the Banyan Research Express@NCKU!
NCKU BANYAN Research Express, Volume 29 Issue 6 has been published!

ORD Server : http://research.ncku.edu.tw/re/
CNC Server : http://proj.ncku.edu.tw/research/
Contents list :
[Article Digest]
* Yun-Che Wang [ Molecular dynamics investigation of Cu-Zr-Al metallic-glass films under indentation :
http://research.ncku.edu.tw/re/articles/e/20150807/1.html or http://proj.ncku.edu.tw/research/articles/e/20150807/1.html ]
* Ming-Chee Wu [ Simulation of a 2-site Langmuir model for characterizing the sorption capacity of Cs and Se in crushed mudrock under various ionic strength
effects :
* Cheng-Ta Yang [ Examining the Effect of Perceptual Saliency on the Liking Judgment :
* Yi-Ching Wang [ MDM2 overexpression deregulates the transcriptional control of RB/E2F leading to DNA methyltransferase 3A overexpression in lung cancer :
[News Release]
* NCKU Press Center [ NCKU President renews agreement with Johannes Kepler University Linz :
http://research.ncku.edu.tw/re/news/e/20150807/1.html or http://proj.ncku.edu.tw/research/news/e/20150807/1.html ]
* NCKU Press Center [ I C Taiwan Exhibition opens at Mendel Museum, Masaryk University :
* NCKU Press Center [ NCKU, Tang Prize sign agreement to promote involvement of younger women researchers :
* NCKU Press Center [ Young scientists meet Nobel Laureate and NCKU President :
* NCKU Press Center [ NCKU initiates business internship for international students :
* NCKU Press Center [ TUSA executive committee donates to support American students learning Chinese in NCKU :
For Subscribe Cancel, please email to em51059@email.ncku.edu.tw

If you have any question, please call (06)2757575 ext. 50925, or 50910
*************************************************************************************************************************************
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000142
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http://research.ncku.edu.tw/re/news/c/20150807/1.html or http://proj.ncku.edu.tw/research/news/c/20150807/1.html ]
* jsD [ xW j@xW :
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pGzLNAoZqA EmailGem51059@email.ncku.edu.tw
D (06)2757575 #50925, #50910
000143
From:
Cc:
Date:
Attachments:
apostle. peter david jensen

indianapolis@ic.fbi.gov; minneapolis@ic.fbi.gov; stlouis@ic.fbi.gov; washington.field@ic.fbi.gov;
tampa.division@ic.fbi.gov; richmond@ic.fbi.gov; philadelphia.complaints@ic.fbi.gov; portland@ic.fbi.gov;
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houston.texas@ic.fbigov; cleaveland.cv@ic.fbi.gov; buffalo@ic.fbi.gov; Presidents Office; fbi.dallas@fbi.gov;
boston@ic.fbi.gov; newsdesk@fco.gov.uk; undenrigsinisteren@um.dk; phoenix@ic.fbi.gov;
birmingham@ic.fbi.gov; ancouragefbi@ak.net; westpalmbeach@ic.fbi.gov; info@vlaadimirputin.com;
stephen.harper@parl.gc.ca; little.rock@ic.fbi.gov; baltimore@i.fbi.gov; neworleans@ic.fbi.gov; hammardblixt@gov.se; nordisk.rad@norden.org; stm@stm.dk; nmr@norden.org; springfield@ic.fbi.gov
IMG_20150805_162256.jpg
Screenshot_2015-08-06-19-32-45.png
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000144
From:
To:
Subject:
Date:
Attachments:
amicare
amicare
Amity Newsletter - AMICARE August 2015
AMICARE August 2015.pdf
Greetings from Amity!!!
Dr. A.P.J. Abdul Kalam, former President of India was an icon of the true spirit of inquiry,
creativity, entrepreneurial and moral leadership amongst all. As not only our nation but the
whole world pays tribute to Dr. Kalam, Amity is proud and privileged to be one of the top
mediums through which his noble vision and dreams are being fulfilled.
Our new batch of students has now settled in their new Amity family and in this issue of
AMICARE, we bring you the glimpses of the kind of values, philosophies, education,
empowerment & personal and professional development that we provide with our unique
blend of modernity with tradition.
This journey is incomplete without the support, guidance and motivation of all of you who are
and will always remain very important mentors for all our students.
We look forward to your feedback, input, contributions, suggestions, articles and anything else
that you may want to share with us to strengthen this platform and compliment our modest
efforts in the world of academia.
Sincere Regards
Prof. (Dr.) Gurinder Singh
Amity Group Additional Vice Chancellor
Director General - Amity International Business School
Director General - Amity University Greater Noida
Director General - Amity Directorate of Management & Allied Areas
Amity University Campus
Sector-125 Noida, INDIA
000145
Amicare
T h e Ne w s l e tt e r
Inside this issue:

Amity ranks high in QS
University Rankings
Amity welcomes budding entrepreneurs &
Industry Captains bless

students of AIBS
Seminar on Industry
Expectation from Stu-
Mr Varun Gandhi, MP
addresses Amity Stu-
National Workshop on
Climate Change
Remembrance - The day Dr 8

APJ Abdul Kalam visited
Amity University
Amity in July
Amity ranked amongst Top

Universities in QS University Rankings : BRICS 2015
Amity signs MoU with FIEO

to launch FIEO-Amity Centre
for Export Enhancement
Mr. Varun Gandhi, Member

of Parliament visits Amity
University
National Workshop on
Climate Change
Amity welcomes budding

Entrepreneurs & CEOs Orientation Ceremony of
New Batch of Management
students
Dr. Colin Coulson Thomas,

Director - Institute of Directors delivers talk at Amity
August 2015
Issue 5
FIEO & Amity come together for Export Enhancement

It was a historical day for Amity when the Federation of Indian Export Organizations (FIEO), a set up
by Ministry of Commerce, Government of India and
Amity University came together to launch Amity
Centre for Excellence for Export Enhancement. A
Memorandum of Understanding between FIEO and
Amity University was signed in a solemn ceremony
which was witnessed by senior most officials of
FIEO and Amity University in the presence of faculty members and students of Amity University.
A Memorandum of Understanding was signed by
Shri Ajay Sahai, Director General & CEO - FederaShri Ajay Sahai and Prof (Dr.) Gurinder Singh signing the MoU tion of Indian Export Organisations (FIEO) and Prof.
(Dr.) Gurinder Singh, Amity Group Additional Vice
Chancellor & Director General Amity International Business School.
Mr. Ashish Jain, Director FIEO, Ms. Nirmala Tete,
Joint Director FIEO and Mr. Mohit Hans FIEO;
Dr. A.K. Nagpal, Chairman, Board of Governors, Ritnand Balved Medical Foundation; Dr. W.
Selvamurthy, President Amity Science Technology
& Innovation Foundation; Prof. Bhawna Kumar, Vice
President Ritnand Balved Education Foundation
were also present during the MoU signing ceremony.
Through this MoU, FIEO and Amity have joined
hands to launch a FIEO-Amity Centre of Excellence
for Export Enhancement, which will undertake many
Shri Ajay Sahai & Prof (Dr.) Gurinder Singh exchanging MoU
initiatives including Training Programmes, Certificate & Diplomas Courses; Joint Reports & Publications; Joint Consulting Assignments; Joint organization of annual events, workshops & seminars; Amity will set up dedicated Innovation Incubators at its campuses; FIEO &
Amity will exchange academic & research information, publications & other research materials.
During the historical day while addressing the gathering of students, faculty members, research scholars and
senior officials, Mr. Ajay Sahai, Director General & CEO - Federation of Indian Export Organisations said that
the MoU signed between Amity University and FIEO will begin a new journey of cooperation between two
institutes which will mutually benefit students in particular and export industry at large.
Prof. (Dr.) Gurinder Singh, Amity Group Additional Vice Chancellor & Director General Amity International
Business School said that the MoU between Amity and FIEO will certainly bridge the gap between industry
and academia. Prof. Singh added that today business is not confined to limits of boundary, it has become international. A manufacturer having a unit in Noida, procures raw material from one country, machinery from
another country, employ local labor and export the finished product to number of countries. The aim of Amity
is to make students industry ready so that by the time they finish their course must possess adequate skills,
knowledge and temperament to fit in the industry or occupation of their dream.
000146
Issue 5 August 2015
Page 2
Amity University ranked amongst the Top Universities in QS University

Rankings: BRICS 2015
Dr. Karthick Sridhar- Vice Chairman, Indian Centre for Academic

Rankings and Excellence, India addressing the gathering
Mr. Ashwin Fernandes- Head of Client Relations, QS Asia

Quacquarelli Symonds, Singapore addressing the gathering
QS Quacquarelli Symonds (producers of the QS World University Rankings ) released QS University Rankings : BRICS 2015
in Delhi wherein Amity University Uttar Pradesh has been ranked amongst top 94 Indian Universities and 400 Universities of
BRICS countries.
QS University Rankings: BRICS was developed to track the relative progress of leading universities in BRICS countries all of which
have made investments in higher education and research. The Ranking is based on key performance indicators relating to global reputation, internationalization, academic staff levels, and research production and impact.
Unveiling QS University Rankings: BRICS 2015 and sharing exclusive analysis of the rankings, Mr. Ashwin Fernandes- Head of Client
Relations, QS Asia Quacquarelli Symonds, Singapore stressed that the number of International students have doubled in last 12 years
and the purpose of QS BRICS rankings is to help these prospective students and their parents to make informed choices about the right
University and the country for pursuing a particular programme. Highlighting the parameters used to identify world class universities
under BRICS Rankings, he stressed that Research, Teaching, Employability and Internationalization are the core aspects of BRICS ranking with 30% weightage given to Academic reputation from global survey, 20% to Employer Reputation, 20% to Faculty Student
ratio, 10% Proportion of Staff with PhD., 2.5% to International Faculty, 2.5% to International Students, 5% to Citations per paper
from Sciverse Scopus and 10% to Papers per faculty from Sciverse Scopus.
Talking about BRICS 2015 Rankings, he said that in the third Edition of BRICS Rankings, 411 Universities were evaluated out of which
404 have been ranked overall, top 100 have been published and 16 Universities are new entrants. He remarked that Indian Universities have done better than previous year with 15 Indian Universities featuring amongst top 100 and 31 amongst top 200 Universities
amongst BRICS economies in year 2015. He stressed that rank imposes responsibility and it takes time to go from good to great.
Addressing the gathering, Dr W Selvamurthy- President, Amity Science, Technology and Innovation Foundation (ASTIF), Amity University thanked QS for extending wholehearted support for improving the quality of Higher Education in India. He stressed that it is a very
opportune time in India when under the leadership of Honble Prime Minister, Higher Education, Learning and Research has been exponentially growing by promoting Public and Private Partnerships. He remarked that Indian Institutes are looking forward to learn the
best practices from their counterparts in BRICS economies so that all of them could mutually benefit and move up the rankings.
Sharing her views during the occasion, Dr. (Mrs.) Balvinder Shukla- Vice Chancellor, Amity University Uttar Pradesh said that Amity
University has been participating every year in BRICS Rankings since Amity is very pro-active in bench marking itself with the best of
Institutions across the world. She remarked that it is very important to participate in International Rankings to identify where an Institution stands Internationally and how it could improvise by filling up the gaps steadily and continuously.
000147
Issue 5 August 2015
Orientation
Page 3
Amity University welcome budding entrepreneurs, CEOs, managers,

scientists, professionals & leaders of tomorrow across 250 programs
Amity University A Research & Innovation based University,
famous for its world class infrastructure and multidimensional
programs attract students from all over the world who come to
define their career paths. The much sought after programs at
Amity University this year attracted thousands of applicants for
different programs and after rigorous screening process of
written examination, interview and board interview, students
were selected.
Auspicious Hawan Ceremony to take blessings from Almighty
Orientation ceremony was organized for the new batches at

Amity University each with its own aura and depth. The enclosed pictures share a few selected memories of orientation
program of MBA (International Business), MBA (3 Continent),
MBA (General), BBA (International Business), BBA (3 Continent),
BBA MBA Dual Degree, started with the auspicious Hawan which
was attended by Prof. (Dr.) Gurinder Singh, Amity Group Additional Vice Chancellor & Director General Amity International
Business School, Dr. Balvinder Shukla, Vice Chancellor Amity
University, Dr. Sanjeev Bansal, Director Amity Business
School, Prof. Bhawna Kumar, Vice President- Ritnand Balved
Education Foundation, faculty and senior officials of Amity
International Business School and Amity Business School.
Welcoming the students and their parents, Prof. (Dr.) Gurinder

Singh, Amity Group Additional Vice Chancellor & Director
General Amity International Business School said that students should have passion to learn and explore. Each work
should be done with passion. While emphasizing on the basic
traits of management students, Prof (Dr.) Singh said that they
should be hard working, punctual in classes & while submitting
reports, honest toward their work, dedicated, good listener,
have patience and good control on their emotions. Addressing
the students, Prof. Singh said all students must hug and thank
their parents because they have sacrificed their life for you
and they are the only source to live. Now it is turn of students
Prof. (Dr.) Gurinder Singh, Amity Group Addl. Vice Chancellor & Director to payback in terms of getting the dreams of their parents
fulfilled. He added that relationship building can not be taught
General - Amity International Business School addressing the new stuin 48 hours module but it is practiced because life is about
dents and parents during the Orientation Ceremony
taking people along with you. A man who is strong in relationship building will have strong company of people with him for all time to come.
Blessing the new students during Hawan ceremony, Dr. Balvinder Shukla, Vice Chancellor Amity University said that at Amity we are
passionate about grooming leaders who are not only thorough professionals but also good human beings with values and sanskars. Dr.
Shukla added that only the best of the students get admission in Amity and the candidates selected for management programs are
handpicked after going through rigorous admission process. Amity University is students centric, therefore the onus of learning lies
with the students.
Proficiency test for students was also conducted during the day to judge the abilities and capabilities of each student in different domains of management which will be further groomed and nurture to make every student a success story.
000148
Issue 5 August 2015
Orientation
Page 4
Industry Captains bless students of Amity International Business School
Mr. Kishore Kar, CEO - CSI India addressing the gathering
Mr. Sugato Bose, Managing Director - SNS Global India

addressing the gathering
Amity International Business School organized Industry Interaction session for the Post Graduate Management students.
During the interactive session, Industry leaders Mr. Manu Srivastava, Director - Oracle; Mr. Ajay Rastogi, Partner - Price
Water House Coopers; Mr. Sugato Bose, MD - SNS Global; Mr.
Kishore Kar, CEO - CSI; Mr. Ajay Sinha, Regional Director- EMD
Locomotives Technology Pvt Ltd; Ms. Tulika Pandey, Scientist F DST; Mr. Prashant Bhatnagar, Vice President - Sapient blessed
the students.
Addressing the students, Mr. Manu Srivastava, Director - Oracle
said that student life is the best phase and you all should cherish
the every moment. He added that MBA course is basically a
personality development program where student learns communication skills, discipline, integrity, leadership quality, time management etc.
Mr. Ajay Rastogi, Partner - Price Water House Coopers said

that people come to us when their problem is already dated
and they want solution of deeds already done in past. Addressing the students he said that you all will get good job after completing your course. After few years of job you will realize that substantial part of your work is repetitive. If you have the ability to retrieve what you have done in past then you can find solution for
any problem. He advised students that always make a plan, where they want to see themselves in next five years. Break it to annual
plan and then monthly plan, they will certainly develop competency to compete with their competitors.
Students of Amity International Business School during the session
Ms. Tulika Pandey, Scientist F - DST said that the most important thing students must learn is to manage oneself. Identity your talents
and traits and polish them to convert into assets. She added that always learn to work in team as team is important than an individual.
Prof. Bhawna Kumar, Vice President - Ritnand Balved Education Foundation, faculty members researchers, students and Senior officials
of Amity International Business School were present during the session.
Similar sessions were also organized by other institutions of Amity University reemphasizing the continuous efforts laid by Amity on
nurturing an active and strong industry - academia interface.
000149
AMICARE
Page 5
Orientation
Seminar on Industry Expectation from Management Students
From L-R Mr Karni Singh Jhala, Director - Via

Com 18;, Mr Sidharth Khullar, Founder & Managing Editor - Caldron, Mr Rahul Mathur, General Manager - VMR Hospitality
Mathur, General Manager - VMR Hospitality said that 80% of students take their
internship very lightly because they are not
focused. He added that internship is the
introduction towards the industry and can
be stepping stone in career making. Mr.
Mathur said that students should inculcate
internal and external qualities. Inner qualities may include energy & enthusiasm;
inspiration & perspiration, listening & gut
feeling; passion & articulation etc. External
qualities include knowledge & awareness;
focus & attention; managing self doubt;
financial knowledge, decisiveness, ability
to say no etc. Mr. Mathur said that they
should dream but dont day dream.
Amity International Business School orgaMr. Karni Singh Jhala, Director - Via Com
nized one day seminar on the Industry
18 said that success is not key to happiness
Expectation from Management Students at
rather happiness is key to success. If you
F-1 Seminar Hall, Amity University Camlove what you are doing, you will be sucpus, Sector-125 Noida.
cessful. He added that fear stops people
to succeed. Fear of failure, rejection, fear
During the seminar Mr. Rahul Mathur,
General Manager - VMR Hospitality; Mr. of unknown, fear of what if not able to do
and also fear of success. Mr. Jhala said
Sidharth Khullar, Founder & Managing
that everything one want to achieve is on
Editor - Caldron; Mr. Karni Singh Jhala,
the other side of fear. Person who bounced
Director - Via Com 18 interacted with
back from failure is real success. Mr. Jhala
students.
While interacting with students, Mr. Rahul stated that success is not final and failure is
Orientation
Students of Amity International Business School

during the interactive session
not fatal. It is the courage to continue that

counts. We all fail in life because of comfort zone which we create for ourselves.
Addressing the students, Mr. Sidharth Khullar, Founder & Managing Editor - Caldron
said your education is not just about piece
of paper to flaunt, it is a way to empower
oneself. He added that your career is only
a function of yourself and if you become
satisfied where you are, than your career
path will also be destined same.
During the occasion alumni of Amity International Business School Ms. Sunakshi Jain,
Mr. Abhinav Jain, Mr Sach Sehgal and Ms.
Niharika Sehgal were also present to share
their experience when they were student.
Talent Hunt attracts new students to prove their mettle
Amity believes in overall development of student. Every student possesses some inherent talent in himself which needs to be dug out. To
find out new talent, various Amity Institutions organized talent hunt for the new students as part of the Orientation Ceremony. Students
were encouraged to show their talent by singing, dancing, playing musical instruments, enacting some drama etc. Catch some glimpses
below of the budding talent in our Amity International Business School.
000150
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Shri Varun Gandhi, Honble Member of Parliament address students of Amity

at University Campus, Sector-125 Noida.
Mr. Varun Gandhi, Honble Member of Parliament

addressing the students of Amity University
Addressing the students, he proposed that

Governance should be decentralized in India,
one person taking care of millions of people
in a Constituency may or may not be capable enough to do so, therefore people need
to come forward and get involved in the
societal affairs. In 2015, we are talking
about individuals and not Institutions. We
need to impose faith in ourselves and think
ways to make difference to the society. With
vigilant Judiciary and Media, people of the
country are looking forward to new and
vibrant voices of the youth, who are capable
enough to change even the policies in the
country.
Vision of the Candidate should be the reason to

vote rather than Caste or Religion averred Motivating the youth, he said, The present
Honble Shri Varun Gandhi, Member of Parlia- century is about three things-Ideas, Institutions
and Individuals. Dozens of entrepreneurs,
ment while addressing the students of Amity.
now, are coming up with new ideas and are
India is straddling between two times zonesgetting funding from various sources. Young
17th century and 21st century and there is no
entrepreneurs dont need money to make
socio-economic bridge between the two which is
money; all they need is an idea. He called
leading to chaos and confusion in the country.
upon students to bet on them and their big
India needs to have a vibrant citizenry where a
ideas, which will make their voice heard
normal citizen has the power to question the State
tomorrow.
and challenge its decisions; he should have a
stake in the State., averred the young MP, Shri He shared, today, politics all over the world
Varun Gandhi while addressing a jam packed is becoming inclusive and India must tread
auditorium of Amity students whose enthusiasm the path. He called upon the youth to use the
and excitement knew no bounds being addressed power of Judiciary, Media and new power
by a visionary on the topic Ideas for New India tools given by the Government like RTIs to
challenge the system. He motivated them to
have an opinion, research that opinion and

respect it.
Sharing a philosophical thought with the students, Mr. Gandhi said, thoughts come from
thoughtlessness; make your mind blank and the
Universe will speak through you. Advising
them further, he stressed, Still your mind, let
your unconscious mind work and the answers of
the Universe will knock through you. Go forward and play in your life confidently as if
you have three Aces and you will definitely
make it big in your life.
Dr. Aseem Chauhan- Chancellor, Amity University, Rajasthan thanked Honble Mr. Varun
Gandhi for sparing time and enlightening the
young students with his wisdom and experience. He advised students to try and follow the
suggestions given by the young MP which is
bound to make them a responsible citizen and
a successful person.
Prof. (Dr.) Gurinder Singh- Amity Group Additional Vice Chancellor & DG, Amity International Business School said that Amity has been
inviting a series of eminent people as part of
Leadership Series to interact with the young
students so that they can learn from the great
leaders and emulate their traits.
The lecture was attended by hundreds of students along with Heads of Institutions/
Departments, faculty members, senior officials
of Amity University
Dr. Colin Coulson-Thomas, Director, Board Chairman, Adviser - Institute of Directors (IOD) delivers
talk at Amity University
Dr. Colin Coulson-Thomas, Director, Board Chairman, Adviser, IOD (Institute of Directors) delivered a talk on How could Board Members & Directors add more
value at Amity University Campus,Sector-125, Noida
Dr. Ajit K. Nagpal, Chairman, Amity PACIFIC Forum welcomed the distinguished
guest and introduced him to the gathering.
Addressing the budding entrepreneurs from Business Schools of Amity, Dr. Colin
Coulson-Thomas very succinctly brought out the role of Board Members and Directors in a Company and what all they could do to add value to the organization. He
highlighted the ways through which employee engagement could be ensured in an
organization and how Change Management could be done seamlessly across the
organization.
Dr. Colin Coulson-Thomas, Director, Board Chairman, Adviser, IOD addressing the gathering
The lecture was attended by hundreds of students, Directors and Institutional

Heads and faculty members
000151
AMICARE
Page 7
National Workshop on Climate Change Impact, mitigation & adaptation for sustainable horticulture
Innovation Foundation; Mr. J.C. Kala, Advisor, Amity Institute of Global warming and
Ecological Studies and Dr. Indrani Chandrasekharan, Director, ASNRSD.
Chief Guest and Guest of Honour releasing the

Study Material
Amity School of Natural Resources and Sustainable Development (ASNRSD) organized National
Workshop on Climate Change Impact, Mitigation
and Adaptation for a Sustainable Horticulture at
Amity University, Noida.
Sharing his views on Horticulture in India, Dr.

N K Krishna Kumar said that Horticulture is a
rising enterprise which contributes nearly
30% to GDP and last year, horticulture production for the first time, was more than agricultural production since Independence. Dr.
Krishna emphasized that the impact of climate change and global warming have become a matter of grave concern for the sustainable horticulture development. He mentioned that environmental conditions such as
increase in temperature, variability of rainfall and cyclonic patterns are causing adverse effect on the production. He apprised
that price rise of commodities are due to the
crop destruction caused by frequent rains,
cyclones or other natural calamities.
The Workshop aimed to provide a platform for

exchange of views among the experts to set a
Encapsulating the link between climate
road-map for adaptation options towards resilichange and horticulture, Dr. Prodipto
ence in horticulture crops and future strategies.
Ghosh said that Climate change, a global
The Workshop was inaugurated by Chief Guest phenomenon, has attracted attention to mitiDr. Prodipto Ghosh, IAS (Retd.), Former Secretary gate adverse impacts on horticulture, considMoEF, Distinguished Fellow and Director, Earth ering the production level in tonnes in India.
Sciences and Climate Change, TERI, New Delhi; He added that the entirety of human existDr. N.K. Krishna Kumar, DDG (Hort.), Indian ence depends on six inches of top soil. Air
Council of Agriculture Research, New Delhi; Prof. Pollution and other harmful adulterations in
B.K.P.Sinha , Advisor, ASNRSD; Dr. Sunil Saran, urban areas affect the health of entire ecoVice President, Amity Science Technology and logical system. Hence, the scale of the chal-
lenges posed by climate change requires urgent action. Dr. Prodipto apprised that Climate
change is allied to two aspects, mitigation and
adaptation. He stressed that it is important to
understand the impact and develop relevant
adaptation strategies to sustain the productivity and profitability of horticulture crops in the
climate change scenario.
During the session, Dr. M K Reddy, Head, Division of Plant Pathology, Indian Institute of Horticulture Research apprised on changing virus
disease scenario in Horticultural crops due to
climate change. Dr. Reddy informed that there
has been an increase of 2 percent in new viruses in crops which have developed due to
changing climatic conditions. He stressed that
the impact of climate change has resulted in
decrease production of quality food.
Addressing the gathering, Dr.B K P Sinha opined that proper strategies had to be
envisaged for saving horticulture and called
upon the researchers, students, policy planners,
horticulturists and farmers to identify risks and
create adaptation options for resilience in
horticultural crops.
During the two day workshop, various topics
were deliberated during the technical sessions
including Climate Change Impact, Mitigation
and Adaptation; Climate Change and Its
Effect on Horticulture and Livelihood,
Mitigation and Adaptation Measures etc.
Telecom Industry Leaders avers that Digital India can rev up the Indian Telecom Industry
Keeping in view the market dynamics, fast changing technologies & applications and regulatory
environment in the Telecom Sector, Amity Institute of Telecom Engineering Management (AITEM)
organized Amity Telecom Vision Board Meeting at Amity University, Sector 125 Noida which
was attended by Corporate Leaders and CEOs including Mr. Akhil Gupta, Vice Chairman, Bharti
Enterprises & Executive Chairman, Bharti Infratel; Mr. Bhagwan D Khuranna, CMD, Newgen Holdings; Mr. R K Arnold, Former Member TRAI; Mr. T R Dua Director General-Tower And Infrastructure Providers Association (TAIPA); Mr. T.R. Dua Senior Director, TAIPA.
The board meeting was presided over by Dr. Ashok K Chauhan, Founder President, Amity Group
along with Lt Gen P D Bhargava, Advisor, AITEM &Group Deputy Vice Chancellor and senior
officials of Amity.
Dr. Ashok K Chauhan, Founder President - Amity

Group with the participants of the Amity Telecom
Vision Board Meeting
During the discussion, industry board members suggested various points such as development of
Entrepreneur course to nurture the talent which will be the future of telecom businesses, to imbibe
the thought of customer needs at academic level, training of Optical engineers and Switching
Engineers, including skills of Energy Sources and Energy Management in the academic curriculum
and focusing on entrepreneurship opportunities at rural areas and/or tier 2 or 3 areas. Mr. Sriram T V highlighted Radio-Frequency Engineering as the major requirement of the industry.
The meeting was also attended by Mr. Jagdish Mitra CEO ,Canvas M; Mr. Vikas Sehgal, Director- Telecom Business, IBM; Mr Sameer Khanna,
Chief HR, Ericsson India Ltd; Air Commodore S S Motial, Chairman DECT Forum India & Member, Board of Directors, ESSJAY Ericsson; Mr. Hitesh Mehta, MD, Eagle Photonics Pvt Ltd, Mumbai; Mr. Sridhar Krish, COO, Tikona Infinite; Mr. Satya N Gupta, Country GM, Blue Town, Norway; Mr. Chandan Kumar, Director-Marketing & Integrated Solutions, Huawei; Mr. Dinesh Chand Sharma, Director-Standardization, Policy & Regulation (Seconded
European Standardization Expert in India); Mr. Tarvinder Singh, Head Strategy & Business Operations and Mr. Amit Marwah, CTO, Nokia India.
000152
AMICARE
Page 8
Tribute to the Peoples President Dr. A.P.J. Abdul Kalam
Dr. Ashok K Chauhan, Founder President Amity Group with Dr. A.P.J. Abdul Kalam
I believe that Amity would generate a

pool of creative leaders for participating in
the national development mission - Dr.
APJ Abdul Kalam, Former President of
India said during his visit to Amity.
From L-R Dr. Aseem Chauhan, Additional President RBEF and Chancellor Amity University
Rajasthan, H.E. Dr. APJ Abdul Kalam & Dr.
Ashok K Chauhan, Founder President - Amity
University
terloo University, Carnegie Mellon University

and Rice University, Dr. Kalam said that the
research and development enrich the quality
We nostalgically remember August 07,
of teaching and in turn ,the quality of teaching
2008 when Peoples President, missile man,
enriches the research and development. Reyouth icon, Dr. A.P.J Abdul Kalam visited
search- teaching- research each reinforces the
Amity University. Enthusiasm and euphoria
other.
filled the air at Amity, when Former President
In order to instill confidence and vision in the
of India, Honble Dr. APJ Abdul Kalam visited
lives of the students, Dr. Kalam shared the
Amity Campus, Sector-125 Noida. Thousands
uniqueness of five great minds, all of them
of students thronged the auditorium to catch a
noble laureates, each one having unique traits
glimpse of this great scientist and get enlightsuch as cherishing the value of science (Sir C.
ened with his visionary words.
V Raman- a Noble Laureate in Physics for
Nostalgically and with our utmost respect
discovering Raman Effect), undertaking sciand unbounded love, we most humbly
ence as a life time mission (Chandrashekhar
share below our memories of his visit. We
Subramanyan known for his astrophysical
will miss his passion, dedication & innova- Chandrasekhar limit), treating science bordertion and his contributions in the nation
less (Prof. Bert Sakman- German Physicist and
building. We have lost a great son of India medical doctor known for his research into
who dedicated his entire life to the welfare basic cell function and their development of
of his mother land. We salute the inspirathe patch clamp technique ), birth of creativity
tion of millions and pray for the eternal
in a difficult situation (Mario Capecchi known
peace for the departed soul.
for his innovations in genetics) and Scientific
Magnamity (Prof. Norman E Borlaug- a well
Dr. Kalam applauded the good work Amity
known agricultural scientist and a partner in
has been doing in the field of education and Indias Green revolution). By eliciting these
research and re-iterated his faith in the infor- examples, Dr. Kalam motivated the students to
mation provided by the management that
dream big in life, because dreams transforms
Amity would register 100 patents in coming
into thoughts and results into action.
12 months. Addressing the jam packed auditorium with scientists, directors, faculty memHe appraised students with five technological
bers and students, Honble Dr. APJ Abdul
challenges that await them, when they enter
Kalam expressed his delight in interacting
professional arenas including Information and
with the students and faculty members of
Communication Technology, Energy, AutomoAmity University. He shared his valuable
bile Industry, Aero Space Field and urged
views on the topic National Challenges as
them to prepare themselves for chasing these
drivers for research. Emphasizing the imchallenges in their professional lives.
portance of research globally vis a vis Wa-
Former President of India, Late Dr. A.P.J Abdul

Kalam addressing during his visit to Amity University on August 07, 2008
Sharing his experience while working on his

three dreams- Space programme of ISRO
(Indian Space Research Organisation , AGNI
programme of DRDO ( Defence Research and
Development Organisation) and PURA
(Providing Urban Amenities in Rural Areas), Dr.
Kalam visualized a good leader as a person
who has vision and passion to transform that
vision into action, could travel into an unexplored path and knows how to manage a success and failure. In order to achieve excellence
in any area creative leadership is needed,
which means exercising the vision to change
the traditional role from the commander to the
coach, manager to mentor and from director to
delegator. He concluded by expressing his
hope that Amity University would generate a
pool of creative leaders for participating in
the national development mission.
Dr. Ashok K Chauhan- Founder President, Amity Universe expressed his heartfelt thanks to
H.E Dr. APJ Abdul Kalam and affirmed convincingly that the entire Amity group with
60,000 students and 3,000 faculty members is
wholeheartedly committed to make students as
good citizens dedicated to the Nation. Dr.
Chauhan appraised him with all the scientific
and technical initiatives being taken by Amity
University, on the lines of dream projects of
Honble Former President including PURA
(Providing Urban Amenities in Rural Areas). Dr.
Chauhan eulogized the remarkable service Dr.
Kalam has done for the nation and shared with
the students his lifelong dedication to science,
which has brought a revolution in the country.
Dr. Chauhan, further, announced the establishment of Amity Capacity Building Foundation
which would pursue HDVT Knowledge Grid for
Capacity Building programs and various other
projects of Nation building.
000153
Freshers host Community Lunch for the faculty & Management of AIBS
Amity is a bond which is deeply rooted in the heart of students, faculty members and mentors. New
students who have barely seen Amity atmosphere for mere 2 days, inculcate the inherent meaning
that they hosted Community lunch for their faculty members, program leaders, mentors and Senior
Officials. Group of students brought home made food which was served attractively to every visitor
of the luncheon party. Prof. (Dr.) Gurinder Singh, Group Addl. Vice Chancellor & Director General Amity International Business School praised the efforts of students for showing the love, harmony
and bonding which will continue forever.
A m i ca r e
O ur P at r o n s& C o n st a nt G ui d i n g l i g ht s
FROM THE DESK OF GROUP ADDITIONAL VICE CHANCELLOR

Dr. A.P. J. Abdul Kalam was an icon of the true spirit of inquiry, creativity,
entrepreneurial and moral leadership amongst all.
As not only our nation but the whole world pays tribute to Dr. Kalam, Amity is
proud and privileged to be one of the top mediums through which his noble
vision and dreams are being fulfilled.
D r A s ho k K Cha uha n,
F o und er P r es id ent
D r A t ul Cha uha n,
P r es id ent a nd
Cha nc ello r
D r A s eem Cha uha n,

A dd l. P r es id ent a nd
Cha nc ello r
For suggestions, queries & feedback: Please Contact

Office of Amity Group Addl. Vice Chancellor
I-3 Block, Ground Floor
Amity University Campus
Sector-125 Noida
Phone: +91-120-4392043
Mobile: +91-9810799319
Email: amicare@amity.edu
Our new batch of students has now settled in their new Amity family and in
this issue we bring you the glimpses of the kind of values, philosophies, education, empowerment & personal and professional development that we
provide with our unique blend of modernity with tradition.
This journey is incomplete without the support, guidance and motivation of all
of you who are and will always remain very important mentors for all our
students.
We look forward to your feedback, input, contributions, suggestions, articles
and anything else that you may want to share with us to strengthen this platform and compliment our modest efforts in the world of academia.
Prof. (Dr.) Gurinder Singh

Amity Group Addl. Vice Chancellor
Director General - Amity International Business School
Director General - Amity University Greater Noida
DG - Amity Directorate of Management & Allied Areas
000154
Indian Soil is richly composed of values and principles therefore Indians can make great contribution of human values to the entire world - Dr. Ashok K Chauhan
From:
To:
Cc:
Subject:
Date:
Attachments:
hirome gershom
Presidents Office; Gupta, Arvind
Staff at VPRO; Gorsuch, Anne; Hurford, David
Busolwe Public Library Grievance
Friday, August 07, 2015 1:47:18 AM
UBC LETTER 2.PDF
UBC LETTER.PDF
Dear Mr. Gupta,

Please find attached a letter expressing Busolwe Public Library's opinions regarding the most
recent cancellation of the ISL (UBC - Uganda Partnership program).
I look forward to your prompt response,
Sincerely,
Hirome Gershom
000155
B u s o l w eP u b l i cI - i b r a r ;
A ssociation
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P . OB. O X l 2 l 3
Mbale,LJganda
Dr. Arvind Gupta,President
Universityof BritishColumbia
'
7'nFloor,WalterC. KoernerLibrary
1958Main Mall
BC CanadaV6T 122
Vancouver,
Program
Re: UBC - UgandaParlnership
Ausust7th"20ll
Dear Dr. Gupta,
of the Universityof
to be oneof thebeneficiaries
TheBusolwePublicLibraryhasandcontinues
is defined
a partnership
personal
belief
that
It is my
Program.
BritishColumbia-UgandaPartnership
of
I alsoadhereto themostbasicprinciples
who sharein profitsandlosses,
astwo or moreindividuals
goals
and
achievements.
in
commonality
and
partnership opencommunication
is beingphasedout
thatthis programandpartnership
to havediscovered
We are,however,saddened
with immediateeffect.
our concernis in relationto thedramalic
to objectto thischange,
Whilewe do not havethe mandate
of a direct
our program.In theabsence
to
a
detriment
acts
as
and
stylethathasfoundus unprepared
hastakenthe termsof this
thatour association
it appears
of understanding,
signedmemorandum
offeredby this programhavebeenintegralto
partnership
for granted.The facilitiesandrelationships
planwhich will affectus adversely.
our five yeardevelopment
to helptrsin
in thisprogramwasbeginning
Beyondthis,our libraryhasfoundthatour participation
I'his
knorvleclge
operates.
world
of the way in whichthedeveloped
our understanding
constructing
thattook placeandwe
andnorms,operations
of our standards
in our evolvingadaptation
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our
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It
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believe,to betterour
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were
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in the spiritof North-South,we believewe
throughour partnership,
goal.
of this program,I soughtto aska studentwho is
WhenI wasmadeawareof the abruptdiscontinuation
currentlyan activememberof UBC andBusolwePublicLibrarywhatshebelievedto bethe beneflts
testimony.as she
of this program.Below,you will find excerptsfrom her un-biased
andshortcomings
hadyet to havebeenmadeawareof the program'scancellation.
for the
within othercountries
to communities
to link UBC students
"The ISL programwasdesigned
The initialtraining
intoCommunitydevelopment,
purpose
knowledgebeingtranscribed
of applicable
historical
dataand
andinclude:culturalsensitivity"
programs
forthis programarequiteintensive
learning
service
within
our own
and
on the historyof development
information
knowledge
collection,
of ISL placements
is
of knowledge
thatI believethe purpose
It is throughtheseavenues
communities.
in needwith differingculturalbackgrounds
andto
to assistcommunities
mostreadilymadeavailable:
000156
andculture.It is notthe
le'sown knowledge
with the
ld, theprogramaimsto equipstudents
whileapplyingtheirpast
rg socialsituations
relpwherehelPis needed.
areenabledto broadentheir
The students
I believethatthis programis a win-win scenario.
a culturethattheymighthavenot
from
of deulopmentwhile alsogaininginsight
understanding
and it's membersaregiven
while the partnerorganization
i,ithout this opportunity,
experienced
foreigner.Each
uriirtun.. in manyfacetsof knowledgewhile alsogainingsocialinsightfrom the
assetsthatthe
these
of
visitorcomeswith differingassetsund it is throughthe usageandelevation
is ablJto developandexpand,with a new setof eyes.Ithink thatthis relationship
partnerorganization
is invaluable.
shouldremain,astheexperience
Too oftencitizensof the Westare
I believethatthis programhasa dynamiceffecton Canada.
'fhrough
this
efficientwaysof living'
most
and
to believeihatthe Westhasthe greatest
influenced
the
between
different
are
areableto learnthat:althoughthe customsandvalues
Canadians
experience,
meanthatoneor theotheris morecorrect.with this beingsaid.I
it doesnot necessarily
societies,
of socialsituationsandtheircauseandeffect
believeit is importantto notethe understanding
aredevelopedto functionin accordance
is anothergreatbenefitforthis program.Societies
relationship
with their situationat hand.
thattherearesocialand politicalissuesat homethat
This programalsoenablescitizensto acknowledge
judgements'
It is so easyto be an outsiderlooking-inon a societyandimposeone'sown
needattention.
notions
conceived
previously
and
in a societyof whichonehascertainpre.iudices
To becomeimmersed
and,asan insider.
theirown livingenvironment
oneto assess
causes
andhavethoseidealschanged
placement'''
foreign
a
from
knowledge
uihor. while applyinglearned
the circumstances
assess
of this program
I writeto you with hopesthat you arefully awareof the effectsthatthe discontinuation
is
my beliefthat
It
too.
ours
for
and
your
country,
for
for your community,
willhave:-foryourstudents,
the librarywillnot be the only sufferingaspectof thisdrasticchange.
As we
cananddoeshaveglobaleffects.
transfbrmation
As MarianneWilliamsononcesaid,"personal
a
thatwill savetheworld is ultimatelv
go,so goestheworld,for theworld is us.Therevolution
in the childrenin our
transformations
program
facilitates
i.rronut one.,'lt is my beliefthatthis
communitymembers.
other
andmostdefinitelyour staffand
tommunity,the UBC staffandstudents,
I believethatwe havejust merelyscrapedthe surfaceof globalchange,and
Throughour padnership,
so brightand
the abolitionofthis programcausesus greathardship,asour foreseenfutureappeared
prosperous.
my sincereprayerthatwhile you may not continuewith the programthe way it has
It is,therefore,
you will find a moreamicableway of furtheringthe partnership.
been,neveftheless,
sinceritY,
With my deepest
iromeGershom
Association
LunyoleLanguage
Chairperson,
000157
From:
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Subject:
Date:
Attachments:
Louise Kinnaird
Louise Kinnaird
APAIE abstract due date extended to 31st August
image001.jpg
image003.jpg
To our valued Partners,
>>> NEWS FLASH <<<

Abstract due date extended to 31st August!!
As the lead host, the University of Melbourne extends a warm invitation to you and your colleagues to
please join us over 29 Feb - 4 March for a full program of events and networking opportunities at
the2016 APAIE Conference & Exhibition in Melbourne!
>>> ABSTRACTS DUE BY 31st AUGUST, 2015 <<<
If you are interested in presenting, please submit your abstract by following the instructions on the APAIE
2016 website:http://www.apaie.org/conference/2016/abstracts/submission/
>>> RENEW / APPLY FOR APAIE MEMBERSHIP <<<
Please ensure your APAIE membership is current in order to be eligible for the discounted registration fee
for members. For all membership queries (new, renewing, checking status) please contact Serena
Kim:serena@apaie.org
>>> CONFERENCE INFORMATION <<<
Seewww.apaie.orgfor all details and check regularly as the site is constantly being updated as the
conference program evolves.
Registrations are now open Early bird rate until 30thNov, 2015
Abstract submissions now open Due date extended to 31st Aug, 2015
Booth bookings are now open More than half already sold, so get in quick!
Sponsorship opportunities are available e.g. wifi, coffee break, lunch, pens, networking
lounge, and more!
Please circulate this opportunity throughout your institution.
Queries:
Membership, abstracts, exhibition, booths, sponsorship, general:apaie@apaie.orgorserena@apaie.org
Conference registration, accommodation, Melbourne city, tours:apaie2016@wsm.com.au
We look forward to seeing you in Melbourne!
Warm regards,
Louise.
Louise Kinnaird | International Strategic Alliances Advisor

International Relations | External Relations
Peter McPhee Centre, 272 Faraday Street, Bldg 344

The University of Melbourne,Victoria 3010 Australia
T:+61 39035 8742 E:louise.kinnaird@unimelb.edu.au
W:www.iro.unimelb.edu.au
000158
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New Scientist Lastword (RBI-UK); Sciam Editors

Presidents Office; president@utoronto.ca; opengov@ostp.gov; science_policy@aaas.org
vedic vibrations
.newscientist.com/article/dn28011-how-did-ourancestors-develop-the-very-first-language/
the origin of language is in the 8 SVARA of the
devanagri alphabet
to accept that, scientists have to giveup the notion of
primitive; waht is extremely primitive is the modern
university
our anscestors were not apes but SELF created
Being
the reality known to the Rishi who cognized Rik Veda
is that the soul evolves through many species until it
is more or less capable of managing human
physiology and then it is born as a human
[[[ most people alive today possess a soul which has
evolved [ birth and rebirth ] through 80 000 species ,one
swami said 4 000 000
" certain indeed is death fro the born and certain is
birth for the dead " Krishna
" on the bhagavad gita " 1966 quantum physicist His
Holiness Maharishi mahesh Yogi ]]]
000166
all the species arise from vedic vibrations , that is from

memory SMRITI of PURAN [ MANU ] ; these vedic
vibration [ reverberation of VEDA in ATMA ] relate to
the vibrational degrees of freedom on the superstring "
stable reverberant frequencies of the string " " zero
point motion " " unitaary transformation "
in other words VEDA exists as a eternal immortal reality
in the 10 dimensional superstring field E8XE8
the speech of babies and the native languages and
our dialects still are well connected to Rik Veda
Rik Veda is that which like the superstring exists at
Planck scale
in Sanskrit this is PARA
Pashyanti is the quantum field level
Madhyama is the brain physiology level [ axon
neurotransmitter ] of intelligence and Vaikhari is
manifest thought/speech level
in our day mostly faculty at mum.edu know where
language comes from but mostly by direct experience
rather than in so many words
" human physiology : expression of VEDA and vedic
literature " Tony Nader MD PHD neurophysiology
000167
.mumpress.com/books/rajaraam/hp-001.html
this is based on the book which all doctors and
scholars should possess :
globalcountry.org/wp/current-projects-2/maharishicollege-of-perfect-health/
.peterffreund.com/peters_blog/peters_blog.html
life is experience life is not a human concept
all this is satchitananda , says the upanishad
" smaller than the smallest is bigger than the biggest "
google " unified field " images
give me a billion dollars and i'll prove it
and its not a silly matter; only TM teachers can prevent
the destruction of the species and/or planet
in 1980 i said to a linguist at UWO we are talking atoms
[[[ rather than talking apes ]]]
in a world press conference the Maharishi said "
species communicate with their environment ....stars
whisper to each other ... galaxies talk to each other "
000168
From:
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Date:
OpenCanada
Presidents Office
On Brazil"s woes, the state of policy debates, and more
The weekly newsletter from the Canadian International

Council
Email not displaying correctly? View it in your browser
000169
The sorry state of Canadas foreign

policy debate
Master buzzwords and be rewarded is that the Canadian way?
Valerie Percival calls for more substance and innovative thinking.
Brazil: The crash of
the chicken
With its economy and
politicians in trouble, is there
any light at the end of the
tunnel? By Jean Daudelin.
Hiroshima marks 70
years since the bomb
Much of the country remains
committed to pacifism, as Codi
Hauka reports from Japan.
000170
BEST OF THE WEB

True climate nightmares?
From rising ocean temperatures and sea levels, the spin-off effects of climate
change on habitat and species are more extensive than anyone could imagine
right down to a stunning drop in the number of plankton. Eric
Holthaus describes the detail needed to understand the crisis on our hands.
For Rolling Stone.
Our rusting fleet

Is the Canadian navy capable of mounting a mission on its own, from evacuating
Canadian nationals from a foreign country to assisting migrant refugees in the
Mediterranean? Macleans Scott Gilmore lays out the evidence behind a
sinking Canadian navy. [It] is now only one-third the size it should be and can
only play smaller and smaller roles.
On race and inequality

As Stephanie Nolen reports for the Globe and Mail, diversity does not ensure
a more equal society. It is a cornerstone of national identity that Brazil is
racially mixed more than any country on Earth, Brazilians say. Much less
discussed, but equally visible is the pervasive racial inequality, she writes. A
multimedia #longread.
000171
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22
(via Twitter)
Presidents Office
mentioned you in conversation on Twitter!
22
Friday, August 07, 2015 1:18:59 PM
@K_Somaratne: #UBC just announced that @ArvindUBC has resigned as President after only one year in office. He will returning to his academic career.
22
mentioned you.
Reply
Aug 07
22
#UBC just announced that @ArvindUBC has

resigned as President after only one year in
office. He will returning to his academic
career.
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000173
From:
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22
(via Twitter)
Presidents Office
22
@K_Somaratne: #UBC just announced that @ArvindUBC has resigned as President after only one year in office. He will be returning to his academic career.
22
mentioned you.
Reply
Aug 07
22
#UBC just announced that @ArvindUBC has

resigned as President after only one year in
office. He will be returning to his academic
career.
View conversation
000174
From:
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Subject:
Date:
(via Twitter)
22
Presidents Office
22
@Tim_Krupa: .@ubcnews thx for your service to #UBC & Canada, @ArvindUBC. You're a talented visionary & I look fwd to working w/ you again in the future.
22
mentioned you.
Reply
Aug 07
22
.@ubcnews thx for your service to #UBC &

Canada, @ArvindUBC. You're a talented
visionary & I look fwd to working w/ you
again in the future.
View conversation
000175
From:
To:
Subject:
Date:
22
Presidents Office
22
@Hermida: #UBC's official announcement of the resignation of @ArvindUBC and return of Martha Piper as interim president
22
mentioned you.
Reply
Aug 07
22
#UBC's official announcement of the

resignation of @ArvindUBC and return of
Martha Piper as interim president
twitter.com/ubcnews/status
View conversation
000176
From:
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22
Presidents Office
22
@zhaoEZ: Thank you for your leadership and continued contributions to UBC, @ArvindUBC. Best wishes in your endeavours.
22
mentioned you.
Reply
Aug 07
22
Thank you for your leadership and continued

contributions to UBC, @ArvindUBC. Best
wishes in your endeavours.
View conversation
000177
From:
To:
Subject:
Date:
Suzanne Corbeil
Dalhousie University - Richard Florizone; McGill University - Suzanne Fortier; McMaster University - Dr. Patrick Deane; Queens
University - Dr. Daniel Woolf; Presidents Office; Universit de Montral - M. Guy Breton; Universit Laval - M. Denis Brire;
University of Alberta - David Turpin; University of Calgary - Dr. Elizabeth Cannon; University of Manitoba - Dr. David Barnard;
University of Ottawa - Mr. Allan Rock; University of Saskatchewan - Gordon Barnhart; University of Toronto - Meric Gertler;
University of Waterloo - Dr. Feridun Hamdullahpur; Western University - Dr. Amit Chakma
UBC announces leadership transition
Dear Executive Heads/chers dirigeants,

I thought you would be interested in the announcement below.
Best regards,
Suzanne
UBC announces leadership transition
Is this email not displaying correctly?

View it in your browser.
Aug. 7, 2015
UBC announces leadershiptransition
The University of
British Columbia
Public Affairs
6251 Cecil Green Park Rd.
Vancouver, BC
V6T 1Z1
http://news.ubc.ca
Phone: 604-822-6397
public.affairs@ubc.ca
Twitter: @UBCnews
Contacts
Susan Danard
UBC Public Affairs
Tel: 604.822.2064
Cell: 604.312.0845
susan.danard@ubc.ca
The University of British Columbias Board of Governors regretfully

announced today that President Arvind Gupta has resigned to return to
the pursuit of his academic career. Dr. Gupta has made meaningful
accomplishments in his tenure as president, but has decided he can
best contribute to the university and lead Canadas innovation agenda
by resuming his academic career and leadership roles in the business
and research community.
I want to take this time to thank Dr. Gupta for his service to the
university community over the past year and acknowledge his hard
work, integrity, and dedication, said UBC Board of Governors Chair
John Montalbano.
Dr. Gupta worked tirelessly during his tenure to advance UBCs core
academic mission. He also developed an emerging strategy to support
diversity and under-represented groups in the university, enhanced the
student experience through better services, such as improved access to
mental health services, UBC successfully raised over $200 million in
one of the largest fundraising exercises in its history, and he facilitated
a $66-million research grant that is the single largest in the history of
UBC, Montalbano further said.
Dr. Gupta, who has a PhD in computer science from the University of
Toronto and was Chief Executive Officer and Scientific Director of
Mitacs, a not-for-profit organization that fosters Canadas next
generation of global innovators, will return to UBCs Department of
Computer Science after his academic leave. This leave will enable him
to focus on his research and scholarly work that will be of mutual benefit
to Dr. Gupta and UBC. The university is delighted Dr. Gupta will
000178
continue to build on his accomplishments as a scholar and continue to

engage on national policy on research, innovation, science and
technology.
The Board of Governors also announced that Martha Piper, who
previously served as UBCs 11th president from 1997 to 2006, will
serve as interim president from Sept. 1, 2015 to June 30, 2016 while
the university conducts a comprehensive, global search for a new
leader.
Dr. Piper received her PhD in Epidemiology and Biostatistics from McGill
University. She has an extensive background in university
administration, having served in senior leadership positions at McGill
and the University of Alberta. Her work stewarding UBC to become one
of the leading research universities in the world was recognized with the
Orders of Canada and British Columbia. She is also a Fellow of the
Royal Society of Canada.
Since leaving UBC, Dr. Piper has served on the boards of numerous
organizations, including Shoppers Drug Mart, TransAlta Corp. and
Grosvenor Americas Ltd. She was Chair of the Board of the National
Institute of Nanotechnology and served as a member of the Trilateral
Commission. Currently, she is a member of the boards of the Bank of
Montreal, CARE Canada, the Dalai Lama Center for Peace and
Education, and the Canadian Stem Cell Foundation.
I am very pleased to welcome back such a passionate supporter of
UBC with a deep commitment to academic excellence, said Chancellor
Lindsay Gordon. Dr. Pipers considerable experience during her time
as UBC president and the years beyond will be invaluable during this
time of transition.
We look forward to her enthusiastic engagement with our students and
employees, Montalbano added. Building on the legacy of her
predecessors, and working together with her academic colleagues, the
Board of Governors and UBCs executive team, Dr. Piper will guide us
well as we continue to deliver a globally renowned learning and
research environment.
UBC is consistently ranked among the worlds top 40 universities, and
has an operating budget of $2.1 billion, more than 59,000 students on
its Vancouver and Okanagan campuses, and more than 15,000 faculty
and staff.
Permalink: http://news.ubc.ca/2015/08/07/ubc-announces-leadershiptransition/
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000180
From:
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Date:
UBC GSS (via Twitter)

Presidents Office
UBC GSS (@ubcgss) mentioned you in conversation on Twitter!
@ubcgss: RT @ubcnews #UBC announces leadership transition after President @ArvindUBC's resignation:
UBC GSS
mentioned you.
Reply
UBC GSS
Aug 07
@ubcgss
RT @ubcnews #UBC announces leadership

transition after President @ArvindUBC's
resignation: ow.ly/QDvAV
View conversation
000181
From:
To:
Subject:
Date:
Ubyssey News
Gupta, Arvind; Presidents Office
Request for interview: The Ubyssey
Dear President Gupta,

My name is Emma Partridge, I am the news editor for UBC's student newspaper, the Ubyssey.
I was hoping to arrange an interview with you about your resignation, which was announced a
short time ago. TheUbyssey would truly appreciate the opportunity to speak with you at your
earliest convenience. If you did have time to speak with the paper at any point today, please
call 604-828-7467. If you preferred to set an interview time in advance, please respond to this
email and we can arrange a time. Thank you so much for your time today.
All the very best,
Emma Partridge
--
Emma Partridge & Moira Warburton

News Editors |The Ubyssey
UBC's Student Newspaper
www.ubyssey.ca| @ubysseynews
w:604-822-2301
000182
From:
To:
Subject:
Date:
ExecWatch
Presidents Office
7 topics everyone should avoid at work
Thursday, August 06, 2015 2:21:40 AM
View in browser
Gossip, Rumors & Workplace Busybodies:

How to Promote Positive Co-worker Communication
When toxic talk infects an entire department,
managers may be tempted to throw up their
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But tolerating these harmful behaviors is
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To help you take back control, Business
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You will learn:

The specific signs that your office has a problem with negative chatter
How managers may inadvertently encourage negative behaviors
The best way to deal with tattletales, drama queens, whiners, and bullies
How you can make gossip and the grapevine work in your favor
6 rules for dealing with the problem of negative talkers
000183
When the rumor mill will always heat up and what to do about it
The 7 topics that everyone should avoid at the office
The importance of management communication during high-change periods
How to stop discussing "attitude" and start focusing on behavior
The power of high expectations, sincere praise, and clear consequences
A simple roadmap for conducting an effective two-way coaching discussion
Techniques to use when employees blame others or deny responsibility
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You can also pose your questions directly to Marie McIntyre and get specific solutions to
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Imagine your office without tattletales, drama queens, whiners, and bullies. Join us August
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Administrative Professional Today
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About Your Speaker:
Marie G. McIntyre, Ph.D., has more than 20 years' experience as a manager,
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Registration Bonus:
000185
Sign up for How to Promote Positive Co-worker Communication and we'll send
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with underhanded, self-centered and troublesome people can be infuriating.
Difficult People at Work gives you proven, practical strategies you can use
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environment and put problem people in their place. It's a $39.95 value - but
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Extra Added Bonus:
You'll also receive one month of members-only access to
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000186
From:
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Small Business Solution Journal

Presidents Office
Step by Step: Setting Up a Contact Center
Step by Step: Setting Up a Contact

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basis and we encourage regular visits for up-to-date information on events.
Recruitment Events
Country
Brazil
Caribbean
(Barbados, St. Lucia,
Trinidad and
Tobago, Jamaica,
Bahamas)
Columbia
Event
Date
Sector
Canada Pavilion at FPP

EduExpo 2015 (7 cities)
September 10 - 26
All sectors
Brazil Education Fair
September 19 - 20
All sectors
2015 Caribbean Regional

Education Tour
October 16 November 20
Post-secondary
FPP EduExpo (3 cities)
September 3 - 8
All sectors
2015 Latin America

Regional Education Tour
September 5 - 6
All sectors
Americas
Latin America
000188
2015 Latin America

Regional Education Tour
September 28 October 3
All sectors
Mexico
Study in Canada Fair
October 4 - 11
All sectors
USA
(Portland, ME &
Boston, MA)
Canadian University Fair
September 22 - 23
Post-secondary
Canadian MBA Fair
September 13
MBA schools
China Education Expo
All Sectors
China PhD Workshop
November 21 - 24
Post-secondary
Study in Canada Fair 2015
October 10 - 11
All sectors
MBA Showcase Tour
September 19 October 3
MBA schools
Undergraduate Education
Outreach to East and
Northeast India
November 15 - 19
Undergraduate
Indonesia
2015 ASEAN Education

Tour
October 9 - 12
Post-secondary
Japan
Study in Canada Fairs
November 6 - 9
All sectors
South Korea
Canada Education Fair

2015
November 13 - 14
All sectors
Vietnam
7th Annual Canada

Education Fairs
October 16 - 19
All sectors
High School &

Post-secondary
(Chile, Peru &

Ecuador)
Asia
China
Hong Kong
India
Europe
Journes portes ouvertes
October 9
France
Salon Studyrama des

Formations et Carrires
internationales de Paris
October 10
High School &

Post-secondary
Spain
FPP Edu Expos
October 19 - 22
All sectors
UK
Study in Canada Event
October 9 - 10
Post-secondary
Middle East and Africa

East Africa
(Kenya & Tanzania)
International Students Fair

Africa
November 4 - 9
All sectors
MENA
(Algeria, Morocco,
Egypt, Lebanon
UAE, Qatar, Kuwait,
Oman, Jordan,
Israel)
2015 Middle East and North

Africa Regional Education
Tour
All sectors
Nigeria
The Harvest Field

International Education
Expo
October 14 - 20
Post-secondary
000189
For Canada-only events and further to the Brand Use Eligibility Policy jointly established bythe Department of Foreign
Affairs, Trade and Development (DFATD) and the Council of Ministers of Education, Canada (CMEC), K-12 schools,
post-secondary education institutions and language schools are invited to consult the provincial lists of eligible
institutions on the Brand extranet at http://www.imagine.cmec.ca/en/zone/.
If the institution is on the list, it is eligible to participate to the event. If it is not on the list, it is not eligible to participate
unless there is clear and written consent of the province/territory where the institution is located.
Canadian-curriculum schools located outside of Canada are eligible to participate in the event but will be situated in the
non-branded area.
Banks, airlines and insurance companies offering services to students may participate as sponsors and will be situated in
the non-branded area.
Education or immigration agents are not eligible to participate in the event, with the sole exception of agents designated
by an eligible institution. In that case, agents are responsible to the institution that engaged their services and must
adhere to all event guidelines and agent policy.
We look forward to your participation in our education events.
cid:image005.jpg@01D0CEC2.5F6ADAC0
INSCRIVEZ-VOUS MAINTENANT pour les

vnements venir
La Direction de lducation internationale du Ministre des Affaires trangres, Commerce et
Dveloppement Canada et son rseau dambassades, de hauts commissariats et de consulats du
Canada ltranger organisent des salons de lducation, des activits sectorielles et dautres
initiatives qui pourraient vous tre utiles dans le cadre de vos efforts de recrutement et de partenariats
lchelle internationale.
Linscription est maintenant ouverte aux vnements suivants ainsi qu de nombreux autres.
Veuillez consulter le site www.Edu-CanadaPro.gc.ca pour plus de dtails.
Veuillez prendre note que la liste dactivits sur lducation affiche sur le site Web dduCanadaPro est mise jour frquemment, et nous vous invitons la consulter rgulirement
pour obtenir des renseignements jour sur les activits.
Activits de recrutement
Pays
vnement
Date
Secteur
Amriques
Amrique latine
Tourne sur lducation 2015 dans la 28 septembre au 3
Tous les
000190
(Chili, Prou et
quateur)
Brsil
Carabes
(Barbade, SainteLucie, Trinit et
Tobago,
Jamaque,
Bahamas)
rgion de lAmrique Latine
octobre
secteurs
Pavillon du Canada au FPP EduExpo

2015
10 au 26
septembre
Tous les
secteurs
Salon de lducation au Brsil
19 et 20
septembre
Tous les
secteurs
2015 Tourne sur l'ducation dans la

rgion des Carabes
16 octobre au 20
novembre
Post-secondaire
FPP EduExpo 2015 (3 villes)
3 au 8 septembre
Tous les
secteurs
Tourne sur lducation 2015 dans la

rgion de lAmrique Latine
5 et 6 septembre
Tous les
secteurs
tats-Unis
(Portland, Maine
et Boston,
Massachusetts)
Salon des universits canadiennes
22 et 23
septembre
Post-secondaire
Mexique
Salon de lducation au Canada
4 au 11 octobre
Tous les
secteurs
Salon de recrutement des MBA

canadiens
13 septembre
MBA seulement
Salon de lducation en Chine
24 octobre au 1er
novembre
Tous les
secteurs
Atelier en Chine sur les tudes au

doctorat
21 au 24
novembre
Post-secondaire
Colombie
Asie
Chine
Core du Sud
Hong Kong
Salon de l'ducation au Canada 2015 13 et 14 novembre
Tous les
secteurs
Salon de lducation au Canada 2015
Tous les
secteurs
Tourne de promotion des MBA

canadiens
Inde
10 et 11 octobre
19 septembre au 3
MBA seulement
octobre
Programme de sensibilisation sur les

tudes de premier cycle au Canada
destin l'est et au nord-est de l'Inde
15 au 19
novembre
Tous les
secteurs
Indonsie
Tourne des salons de l'ducation

dans la rgion de l'ANASE
9 au 12 octobre
Post-secondaire
Japon
Salons de l'ducation au Canada
Vitnam
Septime dition-Salons annuels de

l'ducation au Canada
6 au 9 novembre
16 au 19 octobre
Tous les
secteurs
Tous les
secteurs
Europe
Espagne
FPP Edu Expos
19 au 22 octobre
Tous les
000191
secteurs
France
Royaume-Uni
Journes portes ouvertes
9 octobre
Secondaire et
post-secondaire
Salon Studyrama des Formations

etCarrires internationales de Paris
10 octobre
Secondaire et
post-secondaire
Sminaire et salon "Study in Canada"

(tudier au Canada)
9 et 10 octobre
Post-secondaire
Moyen-Orient et lAfrique
Afrique de lEst
(Kenya et
Tanzanie)
Salon international des tudiants en

Afrique
4 au 9 novembre
Tous les
secteurs
MOAN
(Algrie, Maroc,
gypte, AU,
Qatar, Kowet,
Oman, Jordanie,
Isral)
Tourne de lducation au MoyenOrient et en Afrique du Nord 2015
4 octobre au 4
novembre
Tous les
secteurs
Nigeria
Exposition internationale de
lducation The Harvest Field
14 au 20 octobre
Post-secondaire
Conformment la politique d'admissibilit l'utilisation de la marque tablie conjointement par le ministre des Affaires
trangres et du Commerce international du Canada (MAECI) et le Conseil des ministres de l'ducation du Canada
(CMEC), les coles de la maternelle la 12e anne, les tablissements d'enseignement postsecondaire et les coles de
langues sont invits consulter les listes provinciales et territoriales d'tablissements admissibles sur lextranet de la
marque http://www.imagine.cmec.ca/fr/zone/.
Afin dviter les retards dans le traitement des demandes, les tablissements canadiens admissibles doivent, au moment
de sinscrire ces activits, utiliser leur dnomination sociale ou leur nom commercial tel quil figure sur la liste des
tablissements admissibles de chaque province ou territoire.
Si ltablissement est sur la liste provinciale ou territoriale, il est admissible participer aux activits de promotion. Sil
nest pas sur la liste provinciale ou territoriale, il ne peut pas participer aux activits de promotion, moins dun
consentement clair et par crit de la province/territoire o est situ ltablissement.
Les coles prives autorises enseigner ltranger le programme dtudes provincial ou territorial, peuvent participer
titre de commanditaires et elles seront situes dans un endroit distinct (dans une zone ne portant pas limage de
marque).
Les banques, les compagnies ariennes et les compagnies d'assurance qui fournissent des services aux tudiants
peuvent participer titre de commanditaires, pourvu quelles se trouvent un endroit distinct (dans une zone ne portant
pas limage de marque).
Les agents en ducation ou les agents dimmigration ne sont pas admissibles au sein des vnements de promotion,
lexception des agents dsigns par un tablissement admissible. Dans ce cas, les agents sont redevables
ltablissement qui a engag leurs services et doivent se conformer toutes les directives de lvnement et la
politique sur les agents.
Nous nous rjouissons de votre participation nos activits en ducation.

Lquipe dducation internationale
000192
From:
To:
Subject:
Date:
Small Business Solution Journal

Presidents Office
Daily Current : Oil prices get crushed, but drivers could see joy at pump
Prepared for Marthac Piper

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609 Deep Valley Drive #200 Rolling Hills Estates, CA 90274
000194
From:
Cc:
Date:
Attachments:
apostle. peter david jensen

indianapolis@ic.fbi.gov; minneapolis@ic.fbi.gov; stlouis@ic.fbi.gov; tampa.division@ic.fbi.gov;
washington.field@ic.fbi.gov; philadelphia.complaints@ic.fbi.gov; richmond@ic.fbi.gov; portland@ic.fbi.gov;
kansas.city@ic.fbi.gov; miami@ic.fbigov; omaha@ic.fbi.gov; appv@gov.ru; knoxvill@ic.fbi.gov;
chicago@ic.fbi.gov; cincinatti@ic.fbi.gov; seattle.fbi@ic.fbi.gov; norfolkfo@ic.gov; charlotte.public@ic.fbi.gov;
saltlakecity@ic.fbi.gov; buffalo@ic.fbi.gov; cleaveland.cv@ic.fbi.gov; houston.texas@ic.fbigov;
boston@ic.fbi.gov; fbi.dallas@fbi.gov; phoenix@ic.fbi.gov; birmingham@ic.fbi.gov; westpalmbeach@ic.fbi.gov;
ancouragefbi@ak.net; baltimore@i.fbi.gov; little.rock@ic.fbi.gov; neworleans@ic.fbi.gov; springfield@ic.fbi.gov;
nmr@norden.org; nordisk.rad@norden.org; webredaktionen@norden.org; stm@stm.dk;
undenrigsinisteren@um.dk; hammard-blixt@gov.se; mail@bundestage.de; newsdesk@fco.gov.uk;
info@vlaadimirputin.com; Presidents Office; stephen.harper@parl.gc.ca
IMG_20150805_162256.jpg
Screenshot_2015-08-06-12-25-46.png
Screenshot_2015-08-06-12-25-57.png
000195
000196
000197
000198
From:
To:
Subject:
Date:
Institute of Public Administration of Canada / L"Institut d"administration publique du Canada

Presidents Office
IPAC Halifax 2015: August 23 - 26 is just around the corner! IPAC"s conference program is sensational!
67th IPAC National Annual Conference

GOVERNING IN THE NOW:INITIATE. INTEGRATE. INNOVATE.
August 23-26, 2015 at the Halifax Marriott Harbourfront Hotel in Nova
Scotia
August 23 - 26 is just around the corner!

You need to be at the IPAC Conference in Halifax!
000199
Our conference program is sensational!

Join us, as we examine governing in the now from a variety of perspectives and look for
common practices and processes that can be mobilized for dealing with the challenges and
opportunities facing public servants today.
We will focus on working with other orders of government; engaging public servants, citizens and
communities; and enabling the private and non-profit sectors to assist the public sector in
meeting the complex challenges and opportunities facing government and society today.
Participate in discussions and workshops on:
Gov2020: A peek into the future of government

Advanced analytics
Improving economic vitality and public sector innovation with Cloud
Impact investing: mobilizing private capital for public good
Governance approaches and results in Canadian public administration
There's no getting off the big data bus!
Partnering to drive the client innovation and transformation
Policy innovation: a national dialogue
Becoming a social leader - building your social identity
Who are our presenters?www.ipac.ca/2015-Speakers
Want more information on program?www.ipac.ca/2015-Program
IPAC Halifax 2015 brings you internationally

renowned country-folk singer-songwriter,
Jimmy Rankin,live in concert!
From Mabou, Cape Breton, Nova Scotia,
Jimmy Rankin has had a 25-year hit-filled
career in the music industry. Winning
numerous music awards internationally and
writing some of the most iconically Nova
Scotian music, Jimmy has become one of
Canada's most beloved singersongwriters. Beginning with his career in
the Rankin Family, his composition, Fare
Thee Well Love, went quintuple platinum
and was voted the #1 East coast song of all
time by CBC listeners in 2013.
Jimmy will be performing a special concert

on Monday, August 24th following the
Celebration of Excellence Reception on
Citadel Hill. Conference attendees will have
the opportunity to experience authentic Nova Scotian music with one of the provinces
000200
finest.
Opening for Jimmy will be nine piece funk

and R&B band and local favourite, Rasta
Gumbo.
Complete with three piece horn section,
Rasta Gumbo's repertoire includes hits from
Stevie Wonder, Marvin Gaye, Hall and Oats
and much more.
Over the full four day conference
performances from local musicians include:
Shannon Quinn, All Nations Drummers, and
Baroque N' Fiddle String Quartet.
Our conference emcee and local comedian, Tony

Quinn, will also be performing special stand-up
comedy routines throughout the conference
program. Tony has been in the entertainment
business for over 30 years and has been a
special guest numerous times on the Royal
Canadian Air Farce.
Don't miss out on the full conference experience

that IPAC 2015 Halifax offers!
Find out more athttp://www.ipac.ca/2015-Highlights
Want to explore Nova Scotia?

Take an extra day or two and bring your family members to enjoy Nova Scotia's spectacular
seacoast, culture, history and hospitality! For more info, click here:www.ipac.ca/2015-Prepare
You can also follow and contribute through our social media:
Follow us on Twitter:@IPAC_IAPC
For conference updates:#IPAC2015
New Professionals on Twitter:@IPAC_NPs
About IPAC
The Institute of Public Administration of Canada (IPAC), founded in 1947, is a dynamic
association of public servants, academics, and others interested in public administration. IPAC
is a membership-based organization with 18 regional groups across Canada which creates
effective knowledge networks, leads public administration research and is a major player in
exporting successful Canadian public-sector expertise around the world.
000201
000202
See what's happening on our social sites /Voir ce qui se passe sur nos sites sociaux
Forward this email
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Institute of Public Administration of Canada / L'Institut d'administration publique du Canada | 401-1075 rue
Bay Street | Toronto | Ontario | M5S 2B1 | Canada
000203
From:
To:
Subject:
Date:
22
Presidents Office
Professional Web Designer !!
presidents.office@ubc.ca
Dear Web Owner,
22
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22
000204
From:
To:
Subject:
Date:
Institute of Public Administration of Canada / L"Institut d"administration publique du Canada

Presidents Office
Job Opportunities / Offres d"emploi
Follow us on Twitter@IPAC_TEN
Director, Student Learning Assessments /

Achievement Testing /
Document Production and Design
Alberta Education, Edmonton.Alberta Education supports students, parents, teachers and
administrators from Early Childhood Services (ECS) through Grade 12. Share your talent, your
000205
leadership and your success as you shape the future of education in Alberta.
The Student Learning Standards (SLS) Division provides strategic leadership in setting provincial
standards and guidelines for student-centered curriculum including competencies for living,
learning and working in the 21st century. As it relates to the Division's work in setting standards,
"curriculum" encompasses provincial programs of study, assessment, and learning and teaching
resources.
The Provincial Assessment Sector is seeking a knowledgeable and experienced leader in the
design, development and implementation of large scale assessments. Strong competencies
including collaboration, problem-solving, relationship building, communication and interpersonal
skills are required to lead educational change in the area of provincial assessments for the
benefit of Alberta students. This is an exciting opportunity to engage with key education and
internal stakeholders to provide direction and build understanding and support for the transition
from Provincial Achievement Tests to provincial Student Learning Assessments.
Please click here for more details:

http://www.ipac.ca/AlbertaEducation
Vice Chair - Edmonton

Vice Chair - Calgary(Two positions)
Appeals Commission for Alberta Workers'
Compensation, Edmonton and Calgary
The Appeals Commission for Alberta Workers' Compensation provides a final level of appeal for
workers and employers on workers' compensation matters.
In one of these senior official roles, under the direction of the Chief Appeals Commissioner, and
in collaboration with each other, the vice-chairs, lead the adjudicative and strategic direction of
commission. This includes providing direction to Hearing Panel Members, monitoring and
managing appeal workloads, participating on special issues teams and frequent deployment as
a hearing panel member. As members of the executive management group and working in
cooperation with your counterpart, you will lead the selection, training and continuing
development of the Appeals Commissioners in order to ensure fair, consistent and balanced
decisions in accordance with legislation and policy. Your senior level experience is central in
guiding the adjudicative, operational and financial outcomes of the Commission to meet the
needs of workers, employers and the public.

http://www.ipac.ca/ViceChairs-1031133
Executive Director, Planning and Evaluation

Executive Director, Research and Innovation
Executive Director, Strategic Policy
Alberta Health
000206
Alberta Health is advancing a culture of collaboration and creative systems-oriented decision

making to achieve a sustainable, integrated and accountable health system that meets the
needs of Albertans. The Strategic Planning and Policy Development Division develops the
strategic vision for the Department and is a catalyst for excellence in informed decision making.
Contribute your corporate leadership in one of these pivotal roles, working as a divisional team to
align system priorities with Department initiatives to create a value-oriented, high performing
health system.
These roles require strategists with a systems focus and a commitment to strengthening inter
and intra divisional dialogue on health system challenges. Expertise in public policy design and
coordination and implementing evidence-based practices and accountability approaches to
inform executive decision-making has been developed through significant related senior
management experience. Understanding of federal-provincial health issues within the political,
economic and global environment and knowledge of Alberta's health system and stakeholders
will support success. A related graduate degree is an asset. Final candidates will be required to
undergo a security screening.
Salary range: $4,801.47-$6,310.03 bi-weekly. Job ID #1031233

http://www.ipac.ca/AlbertaHealth-1031233
Target the Public Service Community

Deliver your message to all orders of government:
municipal, provincial and federal as well as their
agencies, boards and commissions.
Cost Effective
Hire right, save time and money by leveraging IPAC's
networks.
Be Noticed and Increase Your Visibility
Extend your reach to qualified applicants through
IPAC's online tools.
Learn more about IPAC T.E.N.
See what's happening on our social sites /Voir ce qui se passe sur nos sites sociaux
Forward this email
This email was sent to presidents.office@ubc.ca by ipac@iapc.ca |

Update Profile/Email Address | Rapid removal with SafeUnsubscribe | About our service provider.
Institute of Public Administration of Canada / L'Institut d'administration publique du Canada | 401-1075 rue
000207
Bay Street | Toronto | Ontario | M5S 2B1 | Canada
000208
From:
To:
Subject:
Date:
22
Gupta, Arvind; Brock, Hugh; Hepburn, John; Ajay Agrawal; McCauley Ed

World Economic Forum names Vancouvers 1Qbit as 2016 tech pioneer | Technology | Business in Vancouver
Ubc physics grads are key employees, they use Dwave computer and Dwave is a shareholder of 1 qbit
22
https://www.biv.com/article/2015/8/world-economic-forum-names-vancouvers-1qbit-2016-t/
Sent from my iPhone
000209
From:
To:
Subject:
Date:
22
Gupta, Arvind
Meeting
Dear Mr. Gupta,

My name is
I met you at your residence at
22
dinner party, and had requested to have an official meeting with you.
Please advise when it's a good time to meet you.
With thanks
22
000210
From:
To:
Subject:
Date:
22
Gupta, Arvind
22

.I
22
called Dr. Anthony Phillips of UBC last year asking when any peer reviewed articles would
be available so that we might present them to treatment centers. He told me early this year
(2015).
I called this afternoon and asked again and he said, "Whenever I get around to it." I said that
didn't sound promising and he responded that, "that's the way it is." And he hung up on me.
I suppose other practitioners have called and Dr. Phillips is becoming annoyed but his
uncooperative behavior only delays our ability to help more people get sober.
Please visit our website www.heantos.org. Feel free to contact me at
22
Thank you for your time and consideration,

22
000211
From:
To:
Cc:
Subject:
Date:
Attachments:
Simone Luu
"Fiona Macfarlane"; Cowin, Louise; Miles, Barbara; Yada, Rickey; Gillen, David; Labun, Carolyn; Lina Gomez;
Hutton, Jane; de Jager, Adriaan; Nakata, Shirley; Young, Mary-Lynn; Kesler, Linc; Udzenija, Nicole; White,
Michael; vpacademic@ams.ubc.ca
Gupta, Arvind; Hurford, David; Shelina Esmail; George Madden; Tracey Vopni
[Not Virus Scanned] STRICTLY Confidential Short List Interviews - August 11th and 12th
image001.jpg
1879 - UBC - VP, Comm & External Relations - Confidential Interview Schedule.pdf
Dear Search Committee,
Please find the attached STRICTLY CONFIDENTIAL Short List Interview Schedule regarding the
Vice President, External Relations & Communications role. Once again, the password to access
this document is:
Due to confidentiality, printing of this document is not permitted.
22
Printed candidate resumes and schedule will be provided on the day of the interviews.
Short List Interview Day 1

Tuesday, August 11th
Time: 8:15AM 4:15PM
Location: The Vancouver Club (3rd Floor UBC Room)
915 West Hastings Street. Vancouver BC
Lunch will be provided on this day, please let me know if you have any food allergies or dietary
restrictions no later than Monday, August 10th.
The Vancouver Club dress code policy is smart casual; jeans, denim, cargo pants and athletic
wear are not permitted.
Short List Interview Day 2

Wednesday, August 12th
Time: 8:45AM 12PM
Location: UBC Campus, Presidents Office
If you have any questions, Ill be happy to assist.
George looks forward to seeing you all on Tuesday, August 11th.
Kind Regards,
Simone Luu
Project Coordinator
PFM Executive Search JPEG
Suite 2020 - 1055 West Hastings Street, Vancouver, BC V6E 2E9

T: 604.689.9970 | F: 604.689.9943 | Toll free: 1.800.864.9970 www.pfmsearch.com
Founding Partners in Panorama Search around the world | www.panoramasearch.com

Member - Association of Executive Search Consultants (AESC)
IMPORTANT NOTICE:
000212
This e-mail is confidential and is for the intended recipient only. If you have received this e-mail
in error, please notify the sender immediately by return e-mail and delete this message and any
copies. If you are not the intended recipient, any distribution, copying or disclosure of this email is strictly prohibited.
If you no longer wish to receive email communication or information on future opportunities from
PFM Executive Search, click here.
000213

Vice President, External Relations &
Communications
Confidential Interview Schedule
Tuesday, August 11th 2015
Location: The Vancouver Club (3rd Floor UBC Room)
915 W. Hastings St. Vancouver BC
Time
Interview
8:15AM 8:45AM
Brief
8:45AM 10:15AM
22
10:30AM 12:00PM
12:00PM 12:45PM
Lunch
1:00PM 2:30PM
22
2:45PM 4:15PM
000214

Vice President, External Relations &
Communications
Confidential Interview Schedule
Wednesday, August 12th 2015
Location: UBC Campus (Room: Presidents Office)
1958 Main Mall
Vancouver BC
Time
Interview
8:45AM 9:00AM
Regroup and Review
9:00AM 10:30AM
22
10:30AM 12:00PM
Debrief
000215
From:
To:
Subject:
Date:
Viet Vu
Gupta, Arvind; Cowin, Louise
Open Letter regarding ISL
Dear Dr. Gupta, Dr. Cowin,

Please accept my open letter that I submitted to the Ubyssey last week to the Presidents and
VP Students Office, which Ubyssey published it today regarding the recent decision on
International Service Learning,
Im in disbelief and severely disappointed.

The UBC Strategic Plan of 2012 opened with the following quote: Its
easy enough to make a promise, but it takes commitments to see it
through. In that plan the university made nine commitments to guide
their actions and decisions, one of which related to the degree of
international engagement the university supported: UBC promised us
that they will expand international service engagement options for
students.
In 2013, I participated in a
class called Economics of
Sustainability: Interaction between Markets, Technologies and
Communities, and it changed how I thought about international
engagement. In that class, we learned that development is not linear and
is not meant to be solitary. It is vital for the international development
organization to work with their community, building relationships with
partner organizations and individuals within the community alike. We
focused on exploring how we can best involve the community we work
with on the decisions that affect them.
That summer, I, along with several other students, engaged in a threemonth research-oriented International Service Learning (ISL)
component as part of the class. We went to nations in South America
and East Africa and engaged in building partnerships while striving to
make real meaningful change in the community. We all soon learned
that successful impact can only be made after a long period of working
with the community, and that the relationship one can build with the
000216
community is one of the best methods to ensure the projects survival for
years to come. We all left our placements with friends and mentors with
whom we keep in touch on a regular basis.
Now, UBC is cutting all funding to ISL. While the president sent out a
message to the university about celebrating the communities we work
with, community partners and other collaborators were being informed
that UBC will no longer work with them.
Worse still, no prior engagement with any stakeholders was conducted
before reaching this decision. It took us students and partner
organizations completely by surprise. We all felt like we were
betrayed, that a promise was broken, that UBC waited until the last
possible minute to announce this decision.
In recent years, financial constraints have been a reality. I recognize
that. Thats why, even though I opposed the recent tuition hikes on
principle, I recognized that the university needed those funds when
provincial funding is dwindling. But this is unacceptable. Cutting a
program that creates so much value for not only the students directly
enrolled in this program but also the global communities UBC promised
to work with is simply irresponsible. We learned a lot about
irresponsible development in our ISL pre-departures, about donors who
suddenly pull out of projects because their priorities shift usually to
something that looks better on their webpage. Isnt that exactly what is
happening here? What does this say about UBCs respect for the people
they are collaborating with?
UBC, engage us. Speak with us about your budget pressures; speak with
us about what we, as students, want the priorities of this university to be.
You made a promise. It does take a great deal of commitment to follow
through with this promise and in this case, you have not. Stating
budgetary pressure as a justification for everything, though it may be
part of the truth, is inappropriate. One important development principle
ISL taught us is that when the community organization experiences
troubles, the individuals within that community, those who we are
000217
supposed to be helping, can actually help. UBC, let us help you.
Kind regards,
Viet
Viet Vu
AMS Representative | Vancouver School of Economics Undergraduate Society
vseus.ca
vviet93@gmail.com
000218
From:
To:
Subject:
Date:
laura sun
Gupta, Arvind
Re: Appreciation From Sing Tao Daily
Hi, Dr. Gupta,

Hope you are well. The reason I'm writing this email is about Mitacs program. This year, there
are 134 students from 9 nations coming to Canada through Mitacs Globalink Internship.
As the former CEO and Scientific director of Mitacs, and the current president of UBC, I
wonder if you could shed light on how Canada and UBC do to get more brightest talents?
And why it's essential for the nation and school to do so?
Best regards,
Laura
Laura Sun
Reporter, Singtao Daily
Tel: 604-909-7231
Cell: 604-290-3991
http://news.singtao.ca/vancouver/
8508 Ash Street
Vancouver, B.C. Canada V6P 3M2
On Wed, Jul 16, 2014 at 4:56 PM, Gupta, Arvind <arvind.gupta@ubc.ca> wrote:
Thanks Laura for this wonderful coverage. And it was a fun interview. Ill get one of my Chinese
friends to read the story to me!
Arvind
From: Laura Sun [mailto:laurasun@singtao.ca]

Sent: Wednesday, July 16, 2014 1:55 PM
To: Gupta, Arvind
Subject: Appreciation From Sing Tao Daily
Hi, Dr. Gupta,

It was a great pleasure meeting you yesterday at your office. We published the story today,
000219
on our front page, along with 3 other stories about UBC and international students in BC.
Here is the link to the interview, http://news.singtao.ca/vancouver/2014-0716/headline1405504985d5141356.html(It's in Chinese though)
Hope you enjoy it as much as I do! The story has a very good rating so far. I really appreicate
your time.
Regards,
Laura Sun
Reporter, Singtao Daily
Tel: 604-909-7231
Cell: 604-290-3991
http://news.singtao.ca/vancouver/
8508 Ash Street
Vancouver, B.C. Canada V6P 3M2
000220
From:
To:
Subject:
Date:
22
UBC-CPSC Graduate Program Assistant; Gupta, Arvind

For admission January 2016 intake in (masters in Computer Science)
Respected Sir,
I have just completed my Bachelor's in field of Computer Science and Engineering from New
Delhi India. I have scored 67% in my Bachelor's. Now i have decided to pursue Masters in
Computer Science from your esteemed institution.
Please let me know the admission requirements and the eligibility criteria of this program for
Jan. 2016 intake and last date to apply for this program and also the future scope in of the
same.
With Regards,
Name :
22
Citizenship : India
Currently : In New Delhi
Contact Number:
Email:
22
22
Location: New Delhi, India
000221
From:
To:
Cc:
Subject:
Date:
Attachments:
Jane Usherwood
"Amsterdam - Professor Dymph van den Boom"; "Auckland - Professor Stuart McCutcheon"; Birmingham Professor Sir David Eastwood; "Delhi - Professor Dinesh Singh"; "Edinburgh - Professor Sir Timothy O"Shea";
Fudan - Professor XU Ningsheng; "Glasgow - Professor Anton Muscatelli"; Hong Kong - Professor Peter
Mathieson; ITESM - Professor Salvador Alva Gomez; "Johnannesburg - Professor Ihron Rensburg"; "Korea Professor Jaeho Yeom"; Lund - Professor Torbjorn von Schantz; "Maryland - Professor Wallace Loh"; McGill Professor Suzanne Fortier; "Melbourne - Professor Glyn Davis"; Nottingham - Professor Sir David Greenaway;
"NUS - Professor Tan Chorh Chuan"; OSU - Professor Michael Drake; "PUC - Professor Ignacio Sanchez"; "PUC Professor Ignacio Sanchez"; "Queensland - Professor Peter Hoj"; "SJTU - Professor Zhang Jie"; Gupta, Arvind;
UCD - Professor Andrew Deeks ; "UNSW - Professor Ian Jacobs"
Amsterdam - Loes Slenter; "Auckland - Gill Wilson"; Auckland - Lydia Lewis; "Edinburgh - Sarah Russell"; Fudan TAN Song; "Glasgow - Fiona Quinn"; "Hong Kong - Mable Chiu"; elisabet.edman@rektor.lu.se; "McGill - Susan
Aberman"; Melbourne - Heather Gorham; Nottingham - Donna Daws; "NUS - Tan Mei Leng"; "PUC - Andrea
Pinochet"; Lucarino, Anna; "UCD - Maureen Hogan"; "UConn - Daniel Weiner"; UNSW - Vanessa Rossi; "UQ Sue Cox"; ben.griffiths@universitas21.com; "Lavinia Winegar Gott"; ninna.makrinov@universitas21.com; Tarlok
Singh; kelly.jacobs@universitas21.com; "Amsterdam - Anouk Tso"; "Auckland - Jenny Dixon"; Birmingham Adam Tickell; "Dehli - Professor Anand Prakash"; "Delhi - Professor Anand Prakash"; "Edinburgh - Sarah Smith";
Zhu, Chouwen (fudan.edu.cn); "Glasgow - Rachel Sandison"; Hong Kong - Steve Cannon; Korea - Sunhyuk Kim ;
"Lund - Susanne Kristensson"; "Maryland - Ross Lewin"; McGill - Ollivier Dyens; Melbourne - Carmel Murphy;
"Nottingham - Chris Ennew"; NUS - Bernard Toh; "OSU - William Brustein"; "PUC - Fernando Alvarado"; "SJTU Guo Liang"; Tec - Joaquin Guerra; El Zaim, Adel; "UCD - Bairbre Redmond"; UConn - Yuhang Rong; "UJ - Pinkie
Mekgwe"; "UNSW - Fiona Docherty"; "UQ - Andrew Everett"; Auckland - Brett Berquist; Auckland - Usha Bhatia;
"Birmingham - Andrea Edwards"; "Birmingham - Matt Clulee"; "Birmingham - Peter Clack"; "Edinburgh - Jamie
Tait"; "Fudan - Ann Tang"; Min Zhao, Gloria (fudan.edu.cn); Glasgow - Allison Walker; Glasgow - Geraldine
Brown; "ITESM - Patricia Montano"; Korea - D"Arcy Drachenberg; Lund - Ulrika Qvist-Mathieson; Maryland Raluca Nahorniac; McGill - Luke Moreau; Melbourne - Louise Kinnaird; Nottingham - Roger Woods; Nottingham
Ningbo - Rosaria Franco; NUS - Noreen Tan; "OSU - Keira Williams"; "SJTU - Shushu Li"; Twiss, Tangerine;
"UCD - Elizabeth Crean"; "UCD - Eve Brosseau"; UConn - Zahra Ali; "UNSW - Chris McKenna"; UNSW - Georgia
Blerot; UNSW - Keith Johnstone; UNSW - Meherlyn Jussawalla; UQ - Catherine Purcell; "UQ - Melinda Duncan"
U21 AGM 2017 - confirmation of dates
image001.gif
Dear colleague
I am writing to confirm the dates for the Annual General Meeting/Annual Presidents meeting of
Universitas 21 for 2017. This will take place from Wednesday 3 May 2017 to Friday 5 May 2017 at
the University of Nottingham, United Kingdom.
The 2016 AGM will take place at the National University of Singapore from 11 13 May 2016.
Regards
Jane
Jane Usherwood
Secretary General
Universitas 21
c/o Strathcona 109 | University of Birmingham | Edgbaston | Birmingham | B15 2TT | UK
T: +44 (0)121 415 8872
F: +44 (0)121 415 8873
M: +44 (0)7879 668998
Skype: janeusherwood
@JaneUsherwood
P please don't print this e-mail unless you really need to.
000222
Universitas 21 LBG is a company limited by guarantee. Registered office address: Mont Crevelt House, Bulwer Avenue, St Sampson, Guernsey,GY2 4LH.
Registered in Guernsey Company Number 38654.
This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If
you have received this email in error please notify u21@contacts.bham.ac.uk. Please note that any views or opinions presented in this email are solely
those of the author and do not necessarily represent those of the company. Finally, the recipient should check this email and any attachments for the
presence of viruses. The company accepts no liability for any damage caused by any virus transmitted by this email.
000223
From:
To:
Subject:
Date:
Agarwal Saman
bharat4ugupta@yahoo.co.in
Dinner with Senior BJP leader Swamy Subramaniam on Aug 14
Namaskar everyone -
Chance to meet world renowned Economist & Politician.
Subramanian Swamy(born 15 September 1939) is an
Indian politician from the state ofTamil Nadu. He is also
an economist, detective and a former cabinet
minister.[1]He was the President of theJanata Party. He
merged his party on 11 August 2013 withBharatiya Janata
Party(BJP).[2][3]Swamy had served as a member of
thePlanning Commission of IndiaandCabinet Ministerof
India.
For more about Dr.Swamy click below..

https://en.m.wikipedia.org/wiki/Subramanian_Swamy
Limited seats are available !!!!!
Please reserve your seat or table ASAP.
Ticket -50$
For ticket contact :
Karan Goyal - 604 -543 -9442
000224
From:
To:
Cc:
Subject:
Date:
Attachments:
Importance:
Simone Luu
"Fiona Macfarlane"; Cowin, Louise; Miles, Barbara; Yada, Rickey; Gillen, David; Labun, Carolyn; Lina Gomez;
Hutton, Jane; de Jager, Adriaan; Nakata, Shirley; Young, Mary-Lynn; Kesler, Linc; Udzenija, Nicole; White,
Michael; vpacademic@ams.ubc.ca
Gupta, Arvind; Hurford, David; George Madden
Short List Interview Questions for August 11th and 12th
image001.jpg
1879 - UBC- VP, External Relations & Communications - Suggested Interview Questions.doc
High
Dear Search Committee,
In advance of the start of the candidate interviews on Tuesday, attached are a series of
Suggested Questions in a Draft form for your review and comments. The purpose of the list of
questions is to ensure all candidates get basically the same question so you can compare notes
after all five candidates are met. We know that you will not have time to ask as many questions
as are listed in the attached list. We think 15 or 16 questions are the most you will be able to use
and still keep within the timelines for each candidate so at Tuesdays Meeting in a group format
you can select a handful of questions you can put to the side.
Would you please take a quick look through the Suggested Interview Questions and send back
to me no later than 3pm on Monday with your edits (so I can make the revisions and print out
copies that George will bring to the meeting) and at the Tuesday interview session Dr. Gupta
can assign questions around the table.
As George mentioned at the Short List Presentation, the questions are just a format to follow and
the hope is for a dialogue to occur at the end when the candidates are encouraged to ask the
Committee questions. Also, if you feel a candidate did not clearly understand the nature of the
question you are asking, it is fine to pause them and then re-phrase the question so you are
getting the information you are seeking.
Kind Regards,
Simone Luu
Project Coordinator
PFM Executive Search JPEG
Suite 2020 - 1055 West Hastings Street, Vancouver, BC V6E 2E9

T: 604.689.9970 | F: 604.689.9943 | Toll free: 1.800.864.9970 www.pfmsearch.com
Founding Partners in Panorama Search around the world | www.panoramasearch.com

Member - Association of Executive Search Consultants (AESC)
IMPORTANT NOTICE:
This e-mail is confidential and is for the intended recipient only. If you have received this e-mail
in error, please notify the sender immediately by return e-mail and delete this message and any
copies. If you are not the intended recipient, any distribution, copying or disclosure of this email is strictly prohibited.
If you no longer wish to receive email communication or information on future opportunities from
PFM Executive Search, click here.
000225
Suggested Interview Questions

Vice President, External Relations & Communications
13
000226
Suggested Interview Questions

Vice President, External Relations & Communications
13
We have asked you a number of questions today. Thank you for your candid answers.
It is now your turn. What questions do you have for us?
2|Page
000227
From:
To:
Subject:
Date:
Attachments:
Alaide Santacruz
Gupta, Arvind
Mexico September 10th
image001.jpg
Arvind Gupta & guest

President and Vice Chancellor
000228
From:
To:
Subject:
Date:
Importance:
22
Gupta, Arvind
Fwd: Unprofessional and Inappropriate Staff Conduct
High
22
- Formal Complaint Process
Hi Dr. Gupta,
Can you please call me as soon as possible? This matter needs to be addressed as soon as possible.
We have not received any response from UBC.
Best regards,
22
22
From:
To: "don mckenzie" <don.mckenzie@ubc.ca>
Sent: Friday, August 7, 2015 12:20:17 PM
Subject: Re: Unprofessional and Inappropriate Staff Conduct
Complaint Process
22
- Formal
Hi Don,
Can you please call me as soon as possible? We have not heard back from anyone or from Claire.
Reception at the Department of Family Practicejust informed me that Claire is interviewing a candidate
with Isabella while we are waiting to hear back about the appointment and about this situation.
Best regards,
22
22
From:
To: "Claire Bane" <claire.bane@ubc.ca>
Cc: "Margarita Reyes" <margarita.reyes@ubc.ca>, "Nancy McLaren"
<nancy.mclaren@ubc.ca>, "don mckenzie" <don.mckenzie@ubc.ca>
Sent: Friday, August 7, 2015 11:31:10 AM
22
- Formal
Complaint Process
Hi Claire,
I have not received a response or call for anyone - please advise.
Best regards,
22
22
From:
<nancy.mclaren@ubc.ca>
000229
Sent: Thursday, August 6, 2015 11:45:52 PM

Complaint Process
22
- Formal
Hi Claire,
22
000230
22
22
From:
Sent: Thursday, August 6, 2015 5:26:57 PM
000231

Complaint Process
22
- Formal
Hi Claire,
22
From: "Claire Bane" <claire.bane@ubc.ca>

22
To:
Sent: Tuesday, August 4, 2015 2:01:49 PM
22
Subject: RE: Unprofessional and Inappropriate Staff Conduct
- Formal
Complaint Process
22
Thank you for taking the time to speak with me this afternoon.
Kind regards
Claire
______________________
Claire Bane
Human Resources Manager
Department of Family Practice
604.827.2568 claire.bane@ubc.ca
From
22
Sent: August-04-15 1:35 PM
To: Bane, Claire
000232
Cc: Reyes, Margarita; McLaren, Nancy

22
Hi Claire,
Thank you for your response. Does 1:45pm work for you?
Best regards,
22
From: "Claire Bane" <claire.bane@ubc.ca>

22
To:
Sent: Tuesday, August 4, 2015 12:18:02 PM
22
Subject: RE: Unprofessional and Inappropriate Staff Conduct
- Formal
Complaint Process
22
Thank you for contacting our office. Is there a convenient time I can call you today?
Thank you,
Claire
_________________________
Claire Bane, CHRP
Human Resources Manager
Department of Family Practice
David Strangway Building
320 5950 University Boulevard
604.827.2568 claire.bane@ubc.ca
22
From:
Sent: August-04-15 9:57 AM
To: Bane, Claire
Cc: Reyes, Margarita; McLaren, Nancy
Subject: Unprofessional and Inappropriate Staff Conduct
22
Hi Claire,
22
000233
22
000234
From:
To:
Subject:
Date:
Gorsuch, Anne
Gupta, Arvind
PAAC names
To:"'withers@chem.ubc.ca'" <withers@chem.ubc.ca>, "Robinson, Sandra"

<sandra.robinson@sauder.ubc.ca>, Edwin Perkins <perkins@math.ubc.ca>, "Otto, Sarah"
<spotto@mail.ubc.ca>, "'ara@psych.ubc.ca'" <ara@psych.ubc.ca>, "'neil.cashman@vch.ca'"
<neil.cashman@vch.ca>, "McElduff, Siobhan" <siobhan.mcelduff@ubc.ca>, "Magnat, Virginie"
<virginie.magnat@ubc.ca>, "Klironomos, John" <john.klironomos@ubc.ca>, "Finlay, Brett"
<bfinlay@mail.ubc.ca>, "'david.wilkinson@ubc.ca'" <david.wilkinson@ubc.ca>, "Coops, Nicholas"
<nicholas.coops@ubc.ca>, "Beaudry, Paul" <Paul.Beaudry@ubc.ca>, "Archibald, Jo-Ann" <joann.archibald@ubc.ca>
000235
From:
To:
Subject:
Date:
22
Gupta, Arvind
Sorry to hear that!
Arvind,
It broke my heart to hear about your resignation Im sure its all for good reasons though and would be great to
have you pack in our professor crowd!
000236
From:
To:
Subject:
Date:
22
Gupta, Arvind
News
Sorry to hear the news. A loss in my view to the school community and country. Call when you can. I'm back next
week.
22
000237
From:
To:
Subject:
Date:
Attachments:
22
Gupta, Arvind
Fwd: ARC@UBC
image001.png
Thanks anyway !
22
Begin forwarded message:

From: "Burt, Helen" <helen.burt@ubc.ca>
Subject: ARC@UBC
Date: August 7, 2015 at 12:03:54 PM PDT
To:
22
22
Dear
I just left a message on your voice mail. You have an extremely strong CV and the
committee had a difficult set of decisions to make, but unfortunately we will not be
asking you back for further interviews.
Good luck with your work.
Best regards,
Helen
Helen M. Burt, Ph.D

Associate Vice President Research & International
Phone 604 822 1467 | Fax 604 822 6295
Room 111 - Old Administration Building
6328 Memorial Road | Vancouver, BC Canada V6T 1Z2
helen.burt@ubc.ca
000238
From:
To:
Subject:
Date:
Attachments:
Sherlock, Tracy (Vancouver Sun)

Gupta, Arvind
comment
4A9FAAA5-025D-49E9-9713-4F6E1E61DC8F[21].png
062C3152-29BC-4FB3-B7CD-EA2AE0EA44B0[21].png
Hello Arvind
I was sorry to hear that youre leaving as UBC president. Would you want to comment on the reasons?
Im at 604-605-2685.
Thank you and all the best.
Tracy
Tracy Sherlock
Education Reporter
The Vancouver Sun
Suite 1 200, Granville St.
Vancouver, B.C. V6C 3N3
Office: 604.605.2685
Email: tsherlock@vancouversun.com
The information contained in this email is strictly confidential and is only intended for the party to whom it
is addressed. Any other use, dissemination, distribution, disclosure or copying is prohibited. If you have
received this email in error please so inform by reply email. Thank you.
From: <Gupta>, Arvind <arvind.gupta@ubc.ca>

Date: Wednesday, December 24, 2014 at 11:10 PM
To: "Tracy (VAN_Exchange) Sherlock" <TSherlock@vancouversun.com>
Subject: Best wishes
Dear Tracy,
Wishing you and yours a truly wonderful holiday and the very best for the New Year.
Warmest regards,
Arvind Gupta
000239
From:
To:
Cc:
Subject:
Date:
Attachments:
hirome gershom
Presidents Office; Gupta, Arvind
Staff at VPRO; Gorsuch, Anne; Hurford, David
Busolwe Public Library Grievance
UBC LETTER 2.PDF
UBC LETTER.PDF
Dear Mr. Gupta,

Please find attached a letter expressing Busolwe Public Library's opinions regarding the most
recent cancellation of the ISL (UBC - Uganda Partnership program).
I look forward to your prompt response,
Sincerely,
Hirome Gershom
000240
B u s o l w eP u b l i cI - i b r a r ;
A ssociation
[,anguage
L,unyole
P . OB. O X l 2 l 3
Mbale,LJganda
Dr. Arvind Gupta,President
Universityof BritishColumbia
'
7'nFloor,WalterC. KoernerLibrary
1958Main Mall
BC CanadaV6T 122
Vancouver,
Program
Re: UBC - UgandaParlnership
Ausust7th"20ll
Dear Dr. Gupta,
of the Universityof
to be oneof thebeneficiaries
TheBusolwePublicLibraryhasandcontinues
is defined
a partnership
personal
belief
that
It is my
Program.
BritishColumbia-UgandaPartnership
of
I alsoadhereto themostbasicprinciples
who sharein profitsandlosses,
astwo or moreindividuals
goals
and
achievements.
in
commonality
and
partnership opencommunication
is beingphasedout
thatthis programandpartnership
to havediscovered
We are,however,saddened
with immediateeffect.
our concernis in relationto thedramalic
to objectto thischange,
Whilewe do not havethe mandate
of a direct
our program.In theabsence
to
a
detriment
acts
as
and
stylethathasfoundus unprepared
hastakenthe termsof this
thatour association
it appears
of understanding,
signedmemorandum
offeredby this programhavebeenintegralto
partnership
for granted.The facilitiesandrelationships
planwhich will affectus adversely.
our five yeardevelopment
to helptrsin
in thisprogramwasbeginning
Beyondthis,our libraryhasfoundthatour participation
I'his
knorvleclge
operates.
world
of the way in whichthedeveloped
our understanding
constructing
thattook placeandwe
andnorms,operations
of our standards
in our evolvingadaptation
assisted
to a globalleveland
goal
our
standards
to
elevate
It
is
our
whole.
as
organization
believe,to betterour
progress
towardsthis
were
able
to
in the spiritof North-South,we believewe
throughour partnership,
goal.
of this program,I soughtto aska studentwho is
WhenI wasmadeawareof the abruptdiscontinuation
currentlyan activememberof UBC andBusolwePublicLibrarywhatshebelievedto bethe beneflts
testimony.as she
of this program.Below,you will find excerptsfrom her un-biased
andshortcomings
hadyet to havebeenmadeawareof the program'scancellation.
for the
within othercountries
to communities
to link UBC students
"The ISL programwasdesigned
The initialtraining
intoCommunitydevelopment,
purpose
knowledgebeingtranscribed
of applicable
historical
dataand
andinclude:culturalsensitivity"
programs
forthis programarequiteintensive
learning
service
within
our own
and
on the historyof development
information
knowledge
collection,
of ISL placements
is
of knowledge
thatI believethe purpose
It is throughtheseavenues
communities.
in needwith differingculturalbackgrounds
andto
to assistcommunities
mostreadilymadeavailable:
000241
andculture.It is notthe
le'sown knowledge
with the
ld, theprogramaimsto equipstudents
whileapplyingtheirpast
rg socialsituations
relpwherehelPis needed.
areenabledto broadentheir
The students
I believethatthis programis a win-win scenario.
a culturethattheymighthavenot
from
of deulopmentwhile alsogaininginsight
understanding
and it's membersaregiven
while the partnerorganization
i,ithout this opportunity,
experienced
foreigner.Each
uriirtun.. in manyfacetsof knowledgewhile alsogainingsocialinsightfrom the
assetsthatthe
these
of
visitorcomeswith differingassetsund it is throughthe usageandelevation
is ablJto developandexpand,with a new setof eyes.Ithink thatthis relationship
partnerorganization
is invaluable.
shouldremain,astheexperience
Too oftencitizensof the Westare
I believethatthis programhasa dynamiceffecton Canada.
'fhrough
this
efficientwaysof living'
most
and
to believeihatthe Westhasthe greatest
influenced
the
between
different
are
areableto learnthat:althoughthe customsandvalues
Canadians
experience,
meanthatoneor theotheris morecorrect.with this beingsaid.I
it doesnot necessarily
societies,
of socialsituationsandtheircauseandeffect
believeit is importantto notethe understanding
aredevelopedto functionin accordance
is anothergreatbenefitforthis program.Societies
relationship
with their situationat hand.
thattherearesocialand politicalissuesat homethat
This programalsoenablescitizensto acknowledge
judgements'
It is so easyto be an outsiderlooking-inon a societyandimposeone'sown
needattention.
notions
conceived
previously
and
in a societyof whichonehascertainpre.iudices
To becomeimmersed
and,asan insider.
theirown livingenvironment
oneto assess
causes
andhavethoseidealschanged
placement'''
foreign
a
from
knowledge
uihor. while applyinglearned
the circumstances
assess
of this program
I writeto you with hopesthat you arefully awareof the effectsthatthe discontinuation
is
my beliefthat
It
too.
ours
for
and
your
country,
for
for your community,
willhave:-foryourstudents,
the librarywillnot be the only sufferingaspectof thisdrasticchange.
As we
cananddoeshaveglobaleffects.
transfbrmation
As MarianneWilliamsononcesaid,"personal
a
thatwill savetheworld is ultimatelv
go,so goestheworld,for theworld is us.Therevolution
in the childrenin our
transformations
program
facilitates
i.rronut one.,'lt is my beliefthatthis
communitymembers.
other
andmostdefinitelyour staffand
tommunity,the UBC staffandstudents,
I believethatwe havejust merelyscrapedthe surfaceof globalchange,and
Throughour padnership,
so brightand
the abolitionofthis programcausesus greathardship,asour foreseenfutureappeared
prosperous.
my sincereprayerthatwhile you may not continuewith the programthe way it has
It is,therefore,
you will find a moreamicableway of furtheringthe partnership.
been,neveftheless,
sinceritY,
With my deepest
iromeGershom
Association
LunyoleLanguage
Chairperson,
000242
From:
To:
Subject:
Date:
22
Gupta, Arvind
sad
Dear Dr. Gupta,

it was very very sad to hear that you resigned. You are one of the smartest leaders whom I
have ever worked with. It was very brief, a bit too brief.
I hope all is well.
Sincerely,
22
000243
From:
To:
Subject:
Date:
Gupta, Arvind
22
RE: News
Thanks 22 Let's get together after you're back.

Arvind
-----Original Message----From
22
Sent: Friday, August 7, 2015 1:35 PM
To: Gupta, Arvind <arvind.gupta@ubc.ca>
Subject: News
Sorry to hear the news. A loss in my view to the school community and country. Call when you can. I'm back next
week.
22
000244
From:
To:
Subject:
Date:
Attachments:
Gupta, Arvind
Sherlock, Tracy (Vancouver Sun)
RE: comment
image001.png
image002.png
And lets all keep cheering on the womens softball team!!

Arvind
From: Sherlock, Tracy (Vancouver Sun) [mailto:tsherlock@vancouversun.com]

Subject: Re: comment
Thanks Arvind, I understand.

Ive enjoyed talking with you too, and Im sure we will talk again soon.
Tracy
Tracy Sherlock
Education Reporter
The Vancouver Sun
Office: 604.605.2685

Date: Friday, August 7, 2015 at 1:46 PM
Subject: RE: comment
Hi Tracy, Thanks for reaching out. I think its best to let the news release speak for itself today. Ive
really appreciated our talks over the past year and look forward to staying in touch with you.
Arvind
From: Sherlock, Tracy (Vancouver Sun) [mailto:tsherlock@vancouversun.com]
000245

Subject: comment
Hello Arvind
I was sorry to hear that youre leaving as UBC president. Would you want to comment on the reasons?
Im at 604-605-2685.
Thank you and all the best.

Tracy
Tracy Sherlock
Education Reporter
The Vancouver Sun
Office: 604.605.2685

Date: Wednesday, December 24, 2014 at 11:10 PM
Subject: Best wishes
Dear Tracy,
Wishing you and yours a truly wonderful holiday and the very best for the New Year.
Warmest regards,
Arvind Gupta
000246
From:
To:
Subject:
Date:
Gupta, Arvind
Cathy Kearney
RE: CBC interest
Hi Cathy, Thanks for reaching out. I think its best to let the news release speak for itself
today. I look forward to staying in touch with you and Gloria.
Arvind
From: Cathy Kearney [mailto:cathy.kearney@cbc.ca]

Subject: CBC interest
Hello Arvind,
I worked with you and Gloria Macarenko on a longer format interview we

did with you last fall.
I was surprised to see you are resigning and wonder if you would be
available for an interview this afternoon.
Can you give me a ring to discuss please?
I'm at 604 662 6887
Thanks in advance!
Cathy
000247
From:
To:
Subject:
Date:
Attachments:
Gupta, Arvind
Bailey, Ian
RE: Today"s announcement
image001.jpg
Hi Ian, Thanks for reaching out. I think its best to let the news release speak for itself today. I look
forward to staying in touch with you.
Arvind
From: Bailey, Ian [mailto:IBailey@globeandmail.com]

Subject: Today's announcement
Importance: High
Good afternoon, Dr. Gupta,

Its Ian Bailey from the B.C. Bureau of The Globe and Mail.
I am writing on todays surprising announcement for Saturdays Globe and Mail.
Obviously, I would like to speak to you about these developments.
Would there be any way to reach you by phone?
Or could we correspond by e-mail?
You made a leadership commitment in 2014. I was there covering it as you walked to the podium. I
and my readers are trying to understand what happened to lead to a decision that prompted this
new role for you?
Regards
Ian Bailey
Ian Bailey I Reporter B.C. Bureau

p: 604-631-6652 I f: 604-684-7956 I e: ibailey@globeandmail.com
@ianabailey
000248
Emails between
Dr. Arvind Gupta and John Montalbano
000249
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: HR Update Confidential
Monday, September 01, 2014 8:31:27 AM
Ok thanks. He met with Greg on Friday and apparently was very engaged and excited about
the new year...weird
Regards,
John
From: Gupta, Arvind
Sent: Monday, September 1, 2014 6:22 AM
To: John Montalbano
Subject: RE: HR Update Confidential
Hi John, We did not get news either way since Friday although weve been gently trying to find out
where things sit. We have our plan to activate next week if we dont hear anything different very
soon. Ill keep you in the loop as we progress.
Arvind
From: John Montalbano [mailto:jmontalbano@phn.com]

Sent: Sunday, August 31, 2014 10:25 AM
To: Gupta, Arvind
Subject: HR Update Confidential
Arvind, do we need a catch up chat? How did things go post the executive committee meeting?
Regards,
John
John Montalbano CFA | CEO, RBC Global Asset Management Inc. / Phillips, Hager & North
Investment Management | | T. (604) 408 6062 | F. (604) 408 6024 | jmontalbano@phn.com
The information contained in this electronic message is for the exclusive and confidential use of the addressee. Any
other distribution, use, reproduction or alteration of the information contained in this electronic message, by the
addressee or by any other recipient, without the prior written consent of the sender is strictly prohibited. If you have
received this electronic message in error, please notify the sender.
000250
From:
To:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind
Re: Google Alert - ubc athletics
Monday, September 01, 2014 8:35:54 AM
image001.jpg
image002.png
image003.jpg
image005.jpg
I completely agree with your view. That said, we need to
13
13
That's it for now, I will not bother you further
13
today!
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Cc: Kahlon, Reny; Hurford, David
Subject: RE: Google Alert - ubc athletics
Thanks John.
22
Regardless, as I mentioned at the August

27 meeting,
13
13
Happy Labour Day weekend to all.

Arvind
Sent: Sunday, August 31, 2014 1:23 PM
To: Gupta, Arvind
Cc: Kahlon, Reny
Subject: FW: Google Alert - ubc athletics
One more thing for today. It would be great to have the executive committee or an in-camera with
the Board to review this file, sooner rather than later.
Regards,
John
000251
22
From: Greg Peet [mailto:
Sent: Sunday, August 31, 2014 12:30 PM
To: John Montalbano
Subject: FW: Google Alert - ubc athletics
Are we headed for another semester of conflict in athletics or is Gallagher on his own here?
From: Google Alerts [mailto:googlealerts-noreply@google.com]
Sent: Sunday, August 31, 2014 1:00 AM
22
To:
Subject: Google Alert - ubc athletics
ubc athletics
Daily update August 31, 2014

NEWS
Gallagher: While UBC happily gives status to Quidditch

team, real-life varsity sports remain under ...
The Province
As undergraduate students head back to school for the fall term at UBC, only
seven varsity athletic teams have what was being called enhanced...
Flag as irrelevant
The Province
Edit this alert
You have received this email because you have subscribed to Google Alerts.
Unsubscribe | View all your alerts
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Send Feedback
000252
000253
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: ALS Ice Bucket challenge
Tuesday, September 02, 2014 5:58:52 AM
Wont be in Kelowna as I have a conference call I must attend to for the next three hours
Regards,
John
From: Gupta, Arvind [mailto:arvind.gupta@ubc.ca]

Sent: Monday, September 01, 2014 10:27 PM
To: John Montalbano
Subject: RE: ALS Ice Bucket challenge
I owe you many but whos counting amongst friends!
See you at the airport tomorrow.

Arvind

To: Gupta, Arvind
Subject: Re: ALS Ice Bucket challenge
Of course! You owe me one...
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Subject: ALS Ice Bucket challenge
Hi John,
Im going to do the ice bucket challenge tomorrow as part of the Imagine pep rally. I need to
challenge three other people and wondered if youd object to being challenged. You wouldnt need
to do the challenge during the rally so thered be plenty of options when you did it. For example,
you could do it afterwards on the main mall which would get a lot of students coming out. Or you
000254
could do it at a totally different time. Let me know if youre up for it. And if not its no problem I
wont challenge you.
See you tomorrow.

Arvind
000255
From:
To:
Cc:
Subject:
Date:
John Montalbano
Greg Peet; Gupta, Arvind; Jai Parihar
John Montalbano
FW: Yale and Fossil Fuel Divestment
Click on the link (according) for the newspaper article:
The Yale Corporation, the governing board and policy-making body for the US university, has voted
not to divest from fossil fuel companies, according to the college newspaper the Yale Daily News. It
cited an email to the Yale community from University President Peter Salovey which also
introduced several sustainability initiatives including implementing guidelines on shareholder
resolutions. Gabe Rissman, policy coordinator for Fossil Free Yale, told a student vigil that the
campaign would continue, the paper added.
Regards,
John
000256
From:
To:
Cc:
Subject:
Date:
John Montalbano
Greg Peet; Gupta, Arvind; Jai Parihar
John Montalbano
FW: Yale and Fossil Fuel Divestment
Try this for the link as prior email may not have worked:
The Yale Corporation, the governing board and policy-making body for the US university, has voted
not to divest from fossil fuel companies, according to the college newspaper the Yale Daily News. It
cited an email to the Yale community from University President Peter Salovey which also
introduced several sustainability initiatives including implementing guidelines on shareholder
resolutions. Gabe Rissman, policy coordinator for Fossil Free Yale, told a student vigil that the
campaign would continue, the paper added.
000257
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
Kahlon, Reny; Greg Peet
Re: SRI -- Macleans article
Wednesday, September 03, 2014 7:34:25 PM
We would agree but as you can read, they are rather anchored to a single outcome.
Interestingly, the students were more measured than the profs!
Regards,
John
From: Gupta, Arvind
Sent: Wednesday, September 3, 2014 7:12 PM
To: John Montalbano
Cc: Kahlon, Reny; Greg Peet
Subject: RE: SRI -- Macleans article
Excellent article thanks for sending it to me. There is a false analogy between divestment in
tobacco and divestment in fossil fuels except in a simplistic sense. 350.org is likely being morally
consistent in wanting to rid our society of carbon-based energy. And presumably their members are
refusing to benefit from hydrocarbons in what they wear, what they eat, where they live, and how
they stay warm. If they are really going to extremes to live a life without carbon-based energy I can
respect that. But I very much doubt that the vast majority of students are willing to follow suit to
this extent. The question is how to use these issues to educate our students about the shades of
grey, something theyll face soon enough after they graduate. Good for us to think through how we
will get the bigger picture out.
Arvind

To: Gupta, Arvind
Cc: Kahlon, Reny; Greg Peet
Subject: FW: SRI -- Macleans article
Arvind, this http://www.macleans.ca/economy/business/unloading-on-fossil-fuels-2

is a great article forwarded to me by Greg in June. It is an excellent article. Relatedly, I am having a
meeting at UVic this Friday (they are a client) to discuss this very issue (they are referenced in the
article). The Universitys President will be attending including members of their finance committee
and Endowment Board. I think it is important for you to get on top of the issue quickly as 350.0rg
will be very aggressive this year. I believe we are taking a prudent approach on the issue and open
to the evolution of the discussion relative to our fiduciary duty.
Regards,
John
000258

000259
From:
To:
Cc:
Subject:
Date:
Attachments:
John Montalbano
Penrose, Leah; Helsley, Robert
Gupta, Arvind; Dahl, Darren; "Michael Darnel
RE: Your Challenge awaits
Thursday, September 04, 2014 11:51:20 AM
image001.jpg
image002.jpg
image005.jpg
22
; "Paul F. B. Hollands"
16th at 3pm would work really well for me.
Regards,
John
From: Penrose, Leah [mailto:Leah.Penrose@sauder.ubc.ca]

Sent: Thursday, September 04, 2014 11:49 AM
To: John Montalbano; Helsley, Robert
Cc: Gupta, Arvind; Dahl, Darren; 'Michael Darnel (
Subject: RE: Your Challenge awaits
22
)'; 'Paul F. B. Hollands'
Hello,
The following times are when Bob, Darren and Paul are available on campus (before it gets too cold):
September 10th 1:30pm or 3:00pm

September 15th 1:30pm
September 19th 9:00am or 12:00pm
Please let me know if any of these would work, and I will move along with the logistics.
Best,
Leah
Leah Penrose
Executive Assistant to the Dean
Sauder School of Business
University of British Columbia | Vancouver Campus

767-2053 Main Mall | Vancouver, BC | Canada V6T 1Z2
phone 604.822.8559| fax 604.822.8468
leah.penrose@sauder.ubc.ca | www.sauder.ubc.ca
@UBCSauderSchool | www.facebook.com/sauderschool
000260
From: Penrose, Leah

Sent: September-04-14 11:46 AM
To: 'John Montalbano'; Helsley, Robert
Cc: Gupta, Arvind; Dahl, Darren; Michael Darnel (
22
; Paul F. B. Hollands
I am also working on a way to limit the mess inside, will talk to our Facilities team.
Have reached out to Betty and waiting on confirmation of dates and times and I will then forward to
try and find the best date for all.
Thank you,
Leah
Leah Penrose

phone 604.822.8559| fax 604.822.8468

To: Helsley, Robert; Penrose, Leah
Cc: Gupta, Arvind; Dahl, Darren; Michael Darnel
22
Leah, make his the coldest pot of water among us allthank you
Regards,
John
From: Helsley, Robert [mailto:robert.helsley@sauder.ubc.ca]

To: John Montalbano; Penrose, Leah
Cc: Gupta, Arvind; Dahl, Darren; Michael Darnel
22
Subject: Re: Your Challenge awaits
000261
Hi Team,
If we can make the schedules work, Paul Hollands has agreed to be our fourth. Leah, can you
please contact Betty to see if there is anyway to include him in the dousing? Thanks.
Bob
On Sep 3, 2014, at 7:05 PM, John Montalbano <jmontalbano@phn.com> wrote:
Oh you are a cruel leader...
Regards,
John
From: Gupta, Arvind

To: Helsley, Robert; John Montalbano
Cc: Dahl, Darren; Michael Darnel
22
Good to know. Hopefully I can make it to personally check on the size of the bucket and the
temperature of the water. Accountability is a hallmark of this university!!
Arvind
From:Helsley, Robert
Sent:Wednesday, September 3, 2014 6:39 PM
To:John Montalbano
Cc:Dahl, Darren; Michael Darnel (
22
Subject:Re: Your Challenge awaits
; Gupta, Arvind
Hi John,
We are in, and I see that Michael is already working on the schedule. Darren and I will find a
third victim (I mean donor).
Bob
Gents,
Well yesterday President Gupta challenged me to the ice bucket experience in support
of ALS. In front of 7,000 students how does one say no? I do recall though that his
voice was drowned out by cries of Dean Bob!. I swear I heard a Darren Dahl! as
well (from Dean Bob but a minor detail). Soooo, I respectfully propose two things:
000262
1. You both accept the challenge and find a third faculty member (Bob I say we
spare the CUS President as she has done it once)
2. Michael Darnel, you organise the Sauder Philanthropy Program members to
pack a big lecture room where the bucketing will take place, entrance by
donation to ALS. Whatever is collected I will match. So the three of us then get
dunked. We will need to coordinate calendars of course.
You all in?!
Regards,
John
John Montalbano CFA| CEO,RBC Global Asset ManagementInc. /Phillips, Hager &
North Investment Management || T. (604) 408 6062 | F. (604) 408 6024
|jmontalbano@phn.com
The information contained in this electronic message is for the exclusive and confidential use of the
addressee. Any other distribution, use, reproduction or alteration of the information contained in this
electronic message, by the addressee or by any other recipient, without the prior written consent of
the sender is strictly prohibited. If you have received this electronic message in error, please notify the
sender.
000263
From:
To:
Cc:
Subject:
Date:
Attachments:
John Montalbano
Penrose, Leah; Helsley, Robert
Gupta, Arvind; Dahl, Darren; "Michael Darnel (
RE: Your Challenge awaits
image001.jpg
image002.jpg
image005.jpg
22
"; "Paul F. B. Hollands"
19th at noon would work very well also
Regards,
John

Cc: Gupta, Arvind; Dahl, Darren; 'Michael Darnel
22
)'; 'Paul F. B. Hollands'
Hello,
The following times are when Bob, Darren and Paul are available on campus (before it gets too cold):

September 15th 1:30pm
September 19th 9:00am or 12:00pm
Please let me know if any of these would work, and I will move along with the logistics.
Best,
Leah
Leah Penrose

phone 604.822.8559| fax 604.822.8468
000264
From: Penrose, Leah

To: 'John Montalbano'; Helsley, Robert
22
I am also working on a way to limit the mess inside, will talk to our Facilities team.
Have reached out to Betty and waiting on confirmation of dates and times and I will then forward to
try and find the best date for all.
Thank you,
Leah
Leah Penrose

phone 604.822.8559| fax 604.822.8468

To: Helsley, Robert; Penrose, Leah
22
Paul F. B. Hollands
Leah, make his the coldest pot of water among us allthank you
Regards,
John
From: Helsley, Robert [mailto:robert.helsley@sauder.ubc.ca]

To: John Montalbano; Penrose, Leah
22
Subject: Re: Your Challenge awaits
000265
Hi Team,
If we can make the schedules work, Paul Hollands has agreed to be our fourth. Leah, can you
please contact Betty to see if there is anyway to include him in the dousing? Thanks.
Bob
Oh you are a cruel leader...
Regards,
John
From: Gupta, Arvind

To: Helsley, Robert; John Montalbano
Cc: Dahl, Darren; Michael Darnel
22
Good to know. Hopefully I can make it to personally check on the size of the bucket and the
temperature of the water. Accountability is a hallmark of this university!!
Arvind
From:Helsley, Robert
Sent:Wednesday, September 3, 2014 6:39 PM
To:John Montalbano
Cc:Dahl, Darren; Michael Darnel (
22
Subject:Re: Your Challenge awaits
; Gupta, Arvind
Hi John,
We are in, and I see that Michael is already working on the schedule. Darren and I will find a
third victim (I mean donor).
Bob
Gents,
Well yesterday President Gupta challenged me to the ice bucket experience in support
of ALS. In front of 7,000 students how does one say no? I do recall though that his
voice was drowned out by cries of Dean Bob!. I swear I heard a Darren Dahl! as
well (from Dean Bob but a minor detail). Soooo, I respectfully propose two things:
000266
1. You both accept the challenge and find a third faculty member (Bob I say we
spare the CUS President as she has done it once)
2. Michael Darnel, you organise the Sauder Philanthropy Program members to
pack a big lecture room where the bucketing will take place, entrance by
donation to ALS. Whatever is collected I will match. So the three of us then get
dunked. We will need to coordinate calendars of course.
You all in?!
Regards,
John
John Montalbano CFA| CEO,RBC Global Asset ManagementInc. /Phillips, Hager &
North Investment Management || T. (604) 408 6062 | F. (604) 408 6024
|jmontalbano@phn.com
sender.
000267
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Confidential
Thursday, September 04, 2014 10:42:56 PM
Ok thanks.
Regards,
John
From: Gupta, Arvind
Sent: Thursday, September 4, 2014 10:38 PM
To: John Montalbano
Cc: Hurford, David
Subject: RE: Confidential
Good question John. David Hurford was dealing with this while I was travelling and Im not sure
where we landed. Ive cced David so he and I can review.
Arvind
To: Gupta, Arvind
Subject: FW: Confidential
Did this go anywhere? Re ECU and
17,22
From: Ronald Burnett [mailto:rburnett@ecuad.ca]

Sent: Monday, August 18, 2014 4:52 PM
To: Arvind Gupta; John Montalbano
Subject: Confidential
Arvind, John
I am terribly sorry to bother both of you, but an opportunity has arisen
17,22
17, 22
000268
17,22
Regards,
Ron
Dr. Ron Burnett C.M. RCAPresident and Vice-Chancellor,Web|Twitter|LinkedIn|tel604 844 3890
emily carr university of art + design| 1399 Johnston Street, Vancouver BC V6H 3R9
000269
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re
et al
22
Let me know if I can help in any way...

Regards,
John
From: Gupta, Arvind
To: John Montalbano; Kahlon, Reny
Cc: Lucarino, Anna
22
Subject: RE:
et al
Hi John, Thanks for this intelligence.

the near future so that should be happening soon. And
a meeting with
as soon as possible.
22
Arvind
in
is truly wonderful. Well coordinate
22
22

To: Gupta, Arvind; Kahlon, Reny
22
Subject:
et al
13, 22
Regards,
John
000270
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano; Richard Littlemore
RE: BC Business
Sunday, September 14, 2014 9:59:00 PM
Thanks John. Indeed Richards article in BC Business was great as was all his work on the installation
speech. A solid foundation to build on. Thanks for all your support.
Arvind

Sent: Sunday, September 14, 2014 8:24 PM
To: Richard Littlemore
Cc: Gupta, Arvind
Subject: BC Business
Richard, I was flying to Toronto tonight and picked up the latest copy and therefore read your
article on Arvind. It was terrific. Thank you for writing such a supportive piece. Also, Arvind,
your installation speech was superb. We'll done to you both.
Regards,
John
000271
From:
To:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind
Re: Your Challenge awaits
Monday, September 15, 2014 2:09:55 PM
image003.jpg
Ha! You wish!

Regards,
John
From: Gupta, Arvind
To: Penrose, Leah; 'Paul Hollands'; John Montalbano
Cc: Dahl, Darren; 'Michael Darnel
22
; Helsley, Robert
Hello all, Unfortunately I am off campus Friday over lunch so will miss the festivities. Please put some
extra ice in the buckets from me.
Arvind
From: Penrose, Leah
To: 'Paul Hollands'; John Montalbano
Importance: High
22
'; Helsley, Robert
Hello,
A bit of an update, sorry for the lateness of it, was waiting on Classroom services.
To confirm, we have the CPA Hall and the Birmingham Lounge available for this Friday from 12-1pm.
(hopefully finish a bit earlier as Bob and Darren are booked back to back and will need to change)
In the Birmingham lounge, we can close off the walls and doors and Paul and John, you could speak
in there if you would still like I think we could even arrange for it to be taped as well.
Then we can move into the CPA hall, adjacent to the lounge, where the Ice Challenge can occuragain this can be taped.
The area where it will be held, does make it hard for us to encourage donations to enter, except for
the talk portion, should it go ahead. But I can organize it so that there is a table for donations and
have people walking around collecting as well.
Our MarCom department has offered to help with invitations and marketing, and A/V so it should
still be a good turnout. Bob also said we could mention that donations will be matched.
000272
Please let me know your thoughts on the above and I will continue or change plans.
Thank you,
Leah
Leah Penrose
phone 604.822.8559| fax 604.822.8468
From: Paul Hollands

22
To: John Montalbano
Cc: Gupta, Arvind; Dahl, Darren; Penrose, Leah; 'Michael Darnel (
Helsley, Robert
22
Cool idea (no pun intended).....I'm up for it......Paul
From: John Montalbano <jmontalbano@phn.com>

To: "Penrose, Leah" <Leah.Penrose@sauder.ubc.ca>, "Helsley, Robert" <robert.helsley@sauder.ubc.ca>
Cc: "Gupta, Arvind" <arvind.gupta@ubc.ca>, "Dahl, Darren" <darren.dahl@sauder.ubc.ca>, "'Michael Darnel
22
"'Paul F. B. Hollands'" <
22
Date: 09/08/2014 11:32 AM

One suggest I made which I had not heard back from, but since you have a couple of CEOs present in Paul and
myself, did the Dean wish to do a Q&A for benefit of the students on any subject before the indignities begin?
Regards,
John
000273


'; 'Paul F. B. Hollands'
22
Hello,
I would like to confirm the following date and time for the ALS Ice Bucket Challenge:
Friday, September 19th at 12:00pm
I am waiting on a response from classroom services for the room, and will keep you updated as to the location at
Sauder.
If anything changes, please let me know.
I look forward to seeing you there and will finish all logistics in regards to the challenge (bucket, ice, water, pool,
room and A/V). Please let me know if there are any additions or other requests in regards to this event.
Best,
Leah
Leah Penrose

phone 604.822.8559| fax 604.822.8468

To: Penrose, Leah; Helsley, Robert
22
000274
From:
To:
Cc:
Subject:
Date:
Attachments:
John Montalbano
Penrose, Leah; "Paul Hollands"
Gupta, Arvind; Dahl, Darren; "Michael Darnel (
Re: Your Challenge awaits
Monday, September 15, 2014 2:13:18 PM
image002.jpg
22
; Helsley, Robert
Thanks Leah as always. Just one clarification re me and Paul wishing to talk if we like. I suggest
that is up to Sauder whether they would like us to have a mini CEO chat with students.
Otherwise, we will assume that we are just dealing with the challenge?
Regards,
John
From: Penrose, Leah
To: 'Paul Hollands'; John Montalbano
22
'; Helsley, Robert
Hello,
A bit of an update, sorry for the lateness of it, was waiting on Classroom services.
To confirm, we have the CPA Hall and the Birmingham Lounge available for this Friday from 12-1pm.
(hopefully finish a bit earlier as Bob and Darren are booked back to back and will need to change)
In the Birmingham lounge, we can close off the walls and doors and Paul and John, you could speak
in there if you would still like I think we could even arrange for it to be taped as well.
Then we can move into the CPA hall, adjacent to the lounge, where the Ice Challenge can occuragain this can be taped.
The area where it will be held, does make it hard for us to encourage donations to enter, except for
the talk portion, should it go ahead. But I can organize it so that there is a table for donations and
have people walking around collecting as well.
Our MarCom department has offered to help with invitations and marketing, and A/V so it should
still be a good turnout. Bob also said we could mention that donations will be matched.
Please let me know your thoughts on the above and I will continue or change plans.
Thank you,
Leah
Leah Penrose
000275

phone 604.822.8559| fax 604.822.8468
From: Paul Hollands [mailto:phollands@aw.ca]

To: John Montalbano
Cc: Gupta, Arvind; Dahl, Darren; Penrose, Leah; 'Michael Darnel (michael.darnel@gmail.com)';
Helsley, Robert
Cool idea (no pun intended).....I'm up for it......Paul

To: "Penrose, Leah" <Leah.Penrose@sauder.ubc.ca>, "Helsley, Robert" <robert.helsley@sauder.ubc.ca>
Cc: "Gupta, Arvind" <arvind.gupta@ubc.ca>, "Dahl, Darren" <darren.dahl@sauder.ubc.ca>, "'Michael Darnel
22
"'Paul F. B. Hollands'"
22
Date: 09/08/2014 11:32 AM

One suggest I made which I had not heard back from, but since you have a couple of CEOs present in Paul and
myself, did the Dean wish to do a Q&A for benefit of the students on any subject before the indignities begin?
Regards,
John

000276

22
Hello,
I would like to confirm the following date and time for the ALS Ice Bucket Challenge:
Friday, September 19th at 12:00pm
I am waiting on a response from classroom services for the room, and will keep you updated as to the location at
Sauder.
If anything changes, please let me know.
I look forward to seeing you there and will finish all logistics in regards to the challenge (bucket, ice, water, pool,
room and A/V). Please let me know if there are any additions or other requests in regards to this event.
Best,
Leah
Leah Penrose

phone 604.822.8559| fax 604.822.8468

To: Penrose, Leah; Helsley, Robert
22
; 'Paul F. B. Hollands'
19th at noon would work very well also
Regards,
John
000277
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny; Gupta, Arvind
RE:
Our Ref:
16
16
Tuesday, September 16, 2014 3:36:41 PM
indeed
Regards,
John
From: Kahlon, Reny [mailto:rkahlon@mail.ubc.ca]

Sent: Tuesday, September 16, 2014 2:09 PM
To: John Montalbano; Gupta, Arvind
Subject: RE:
16
- Our Ref: 16
16
Thanks, John. This REALLY tellingReny

To: Kahlon, Reny; Gupta, Arvind
16
Subject: FW:
16
- Our Ref:
16
fyi
Regards,
John
From: Minister, AVED AVED:EX [mailto:AVED.Minister@gov.bc.ca]

22
To:
22
Cc:
22
000278
22
Subject:
Our Ref:
16
16
September 16, 2014

16
Our Ref:
To: All Public Post-Secondary Institution Board Chairs
Dear Board Chairs:
16
000279
16
Sincerely,
Amrik Virk
Minister of Advanced Education
Attachments
pc:
Ms. Sandra Carroll, Deputy Minister

Ministry of Advanced Education
All Institution Presidents
All Institution President Assistants
All Institution Board Secretaries
000280
Our Ref:
16
September 16, 2014
To:
All Public Post-Secondary Institution Board Chairs
16
... /2
Ministry of
Advanced Education
Office of the
Minister
Mailing Address:
PO Box 9080 Stn Prov Govt
Victoria BC V8W 9E2
Location:
Parliament Buildings
Victoria
000281
-2-
16
Sincerely,
Amrik Virk
Minister
Attachments
pc: Distribution List attached
... /3
000282
-3-
16
... /4
000283
-4-
16
... /5
000284
-5-
pc:
Honourable Christy Clark

Premier
Mr. John Dyble
Deputy Minister to the Premier and Cabinet Secretary
Mr. Peter Milburn
Deputy Minister and Secretary to Treasury Board
Ministry of Finance
Ms. Sandra Carroll
Deputy Minister
Ms. Cheryl Wenezenki-Yolland
Associate Deputy Minister
Ministry of Finance
000285
16
... /4
000286
16
000287
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Today
Bingo. They have been informed and are thrilled you are doing so. Thanks Arvind! It is time
well spent.
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Subject: RE: Today
Ok, Ill jot down a few points but hopefully itll be less me talking and more of a discussion/Q&A.
Arvind
To: Gupta, Arvind
Subject: Re: Today
2:45 it is! They are interested in vision and professional fees!

Regards,
John
From: Gupta, Arvind
To: John Montalbano
Cc: Chan, Connie
Subject: RE: Today
Its absolutely fine John. I can create a hour window as its an internal meeting Anne may even
come over with me so we can walk and talk.
Do let me know what youd like so I can have it ready.
Arvind
To: Gupta, Arvind
Cc: Chan, Connie
Subject: Re: Today
000288
Only if not too much an imposition Arvind, you sure you ok? Again ok to say no go...
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Cc: Chan, Connie
Subject: RE: Today
We can try to shuffle to get me there at 2:45 if that works. Let us know so we can move things
around.
Arvind
To: Gupta, Arvind
Subject: Re: Today
I understand that the session ends at 3:45. Any chance between now and then? Sorry about
this but it is a high powered group!
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Cc: Chan, Connie
Subject: RE: Today
I have a call that ends at 4:45. I can take it from Cecil Green.
Arvind
To: Gupta, Arvind
Subject: Re: Today
Let me speak with Bob. Any chance you can get there 15 minutes early and address the group
as a whole?
Regards,
John
000289
From: Gupta, Arvind

To: John Montalbano
Subject: RE: Today
Hi John, I will be at the Sauder Faculty Advisory Board reception from 5pm to 6pm. Would you like
me to say something there? Give a short precis (5-10 minutes) of the installation speech? Do a
Q&A? Something else? Let me know and Ill do my best to have it ready.
Arvind
To: Gupta, Arvind
Subject: Today
Ok to say no, really, but would you have 30 minutes to address the Sauder Faculty Board today
at Cecil Green by chance? I am there but so are a host of business leaders. Just a thought....no
obligation at all
Regards,
John
000290
From:
To:
Subject:
Date:
John Montalbano
Chan, Connie; Gupta, Arvind
Re: Today
Thank you and my apologies for the inconvenience today...

Regards,
John
From: Chan, Connie
Subject: RE: Today
Thanks John that will work perfectly!

Best regards,
Connie
To: Chan, Connie; Gupta, Arvind
Subject: Re: Today
If he is here at 2:45 we will be very respectful of his time and he can depart after 20 or 25
minutes. Would that work?
Regards,
John
From: Chan, Connie
To: Gupta, Arvind; John Montalbano
Subject: RE: Today
Hi John,
Arvind has an in-person meeting today from 3:30pm-4pm with GNW Trust; do you think
Arvind can step out from the Sauder group at that time?
Arvind, I can check if theres a room nearby/at the Cecil Green House so you wont have to
come back to Koerner and go back to Cecil Green again for the reception.
Thanks,
Connie
From: Gupta, Arvind
To: John Montalbano
000291
Cc: Chan, Connie

Subject: RE: Today
Its absolutely fine John. I can create a hour window as its an internal meeting Anne may even
come over with me so we can walk and talk.
Do let me know what youd like so I can have it ready.
Arvind
To: Gupta, Arvind
Cc: Chan, Connie
Subject: Re: Today
Only if not too much an imposition Arvind, you sure you ok? Again ok to say no go...
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Cc: Chan, Connie
Subject: RE: Today
We can try to shuffle to get me there at 2:45 if that works. Let us know so we can move things
around.
Arvind
To: Gupta, Arvind
Subject: Re: Today
I understand that the session ends at 3:45. Any chance between now and then? Sorry about
this but it is a high powered group!
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Cc: Chan, Connie
Subject: RE: Today
000292
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: Thank you!
It was fun.
Arvind

To: Gupta, Arvind
Subject: Thank you!
Regards,
John
000293
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: UBC Reception Invitation
No worries at all
Regards,
John
From: Gupta, Arvind
To: Kahlon, Reny; John Montalbano
Subject: RE: UBC Reception Invitation
Yes, Im very sorry to be missing this John. Hopefully next year will work out.
Arvind
From: Kahlon, Reny

Subject: RE: UBC Reception Invitation
John: Unfortunately, Arvind will be in India with the Premier. He has recorded a video
greeting. Best. Reny

To: Gupta, Arvind
Cc: Kahlon, Reny
Subject: FW: UBC Reception Invitation
Arvind, in the past Stephen and Martha would attend these celebrations if they were in town. Are
you free by chance? It is a wonderful event celebrating scholastic achievement on campus through
the Killams. Possibly for dinner with the Killam Trustees? You would likely enjoy meeting Kevin Lynch
if you havent in the past and George Cooper the managing trustee. Feel free to say no but I thought
I would ask.
Regards,
John
000294

Annual Killam Celebration 2014
David Farrar, Provost & Vice-President Academic
Susan Porter, Dean and Vice-Provost of Graduate
and Postdoctoral Studies
The Members of the UBC Izaak Walton Killam
Memorial Fellowships Committee &
The Trustess of the Killam Trusts
cordially invite you to a ceremony & reception
to celebrate the 2014 UBC Killam Honourees
Tuesday, October 14, 2014
5:30-8:00 PM
Aquatic Ecosystems Research Laboratory
(AERL Building) Map
2202 Main Mall, Vancouver, BC
Ceremony 5:30-6:45 PM (Lecture Hall, Rm 120)
Reception 6:45-8:00 PM (AERL Atrium)
The ceremony will commence promptly
at 5:30 PM followed by the reception.
RSVP by
Monday, September 29, 2014
E-mail: killam.fellowships@ubc.ca
Tel: 604.822.9683
000295
14
000296
14
000297
16
Sincerely,
Sandra Carroll
Deputy Minister
pc:
All Institution Presidents
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000298
From:
To:
Cc:
Subject:
Date:
John Montalbano
Miles, Barbara
Re: Thank you letters to donors
Saturday, September 27, 2014 9:15:16 PM
Terrific. I am glad you share a similar view that we must ensure to thank those that sustain us in many ways. I am
pleased to go below 100 and even to 50 but I leave that to you. Again thanks Barbara. I do note this was sent on a
weekend so thank you for your dedication.
Regards,
John
Original Message
From: Miles, Barbara
Sent: Saturday, September 27, 2014 8:12 PM
To: John Montalbano
Cc: Kahlon, Reny
Subject: Thank you letters to donors
Hi John:
Thank you again for your generous offer to sign donor thank you letters. I know you appreciate the importance of
good donor stewardship and a letter from the Board Chair sends a strong statement about how we value our donors.
We have just completed a review of our donor acknowledgement program and your offer to sign letters is very well
timed. While we have a solid program in place at the moment, we are more focused on thank you messages directly
from the faculty or unit that will invest the money. Your offer to send a letter as Board Chair provides an
opportunity to share the broader vision for UBC.
With that in mind, I have asked our Director of Stewardship, Jennifer Bendl, to discuss with Reny our
recommendations, specifically that we initiate monthly letters for your signature to donors who have given over
$100,000. As you can imagine, the number of letters will vary month to month, but should average around 15-20
with March and December being a little heavier.
Your letter to donors will complement the existing donor thank you letter process which includes a gift
acknowledgement letter under my signature, and a letter specific to their project, signed by the Dean or President.
You may also be aware that donors who reach one of our giving circle levels of $25,000 and $250,000 over their
lifetime receive a letter signed by the Chancellor and President respectively.
We will have a draft letter for your review within the next week or so. Once again, thank you for your willingness
to be part of this process.
Best wishes,
Barbara
000299
16
000300
16
000301
16
000302
16
000303
16
000304
16
000305
Our Ref: 98078

September 29, 2014
To:
Research and Teaching University Presidents
Dear Presidents:
16
Sincerely,
Sandra Carroll
Deputy Minister
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000306
From:
To:
Subject:
Date:
Gupta, Arvind (mitacs.ca)

John Montalbano; Kahlon, Reny
Re: Dinner
Great to see. I've also had some people write to say they thought it worthwhile.
Arvind
-------- Original message -------From: John Montalbano <jmontalbano@phn.com>

Date:09-30-2014 17:36 (GMT-08:00)
To: "Kahlon, Reny" <rkahlon@mail.ubc.ca>, Arvind Gupta <arvind@mitacs.ca>
Cc:
Subject: RE: Dinner
Good to see
Regards,
John

To: John Montalbano; Gupta, Arvind (mitacs.ca)
Subject: Fwd: Dinner
This is the reaction I'm getting

Sent from my iPhone
From: "Helsley, Robert" <robert.helsley@sauder.ubc.ca>

Date: September 30, 2014 at 5:31:45 PM PDT
To: "Kahlon, Reny" <rkahlon@mail.ubc.ca>
Subject: Re: Dinner
I thought it was worthwhile, and I hope we can do similar things in the future.
Sent from my iPhone
On Sep 30, 2014, at 5:28 PM, Kahlon, Reny <rkahlon@mail.ubc.ca> wrote:
000307
by the way, what did you think of the last evening? i''going pull
action for future discussions. thank you again for making the trip.
Best. reny
Sent from my iPad
On 2014-09-30, at 6:23 PM, "Helsley, Robert"

<robert.helsley@sauder.ubc.ca> wrote:
Thanks very much!
Sent from my iPhone
On Sep 30, 2014, at 4:38 PM, Kahlon, Reny

<rkahlon@mail.ubc.ca> wrote:
We are great. All passed with full vote
Sent from my iPhone
On Sep 30, 2014, at 4:37 PM,

"Helsley, Robert"
<robert.helsley@sauder.ubc.ca>
wrote:
Hi Reny,
Are we all good?
Bob
000308
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Brilliant!
Wednesday, October 01, 2014 1:44:49 PM
You were a 10 today...brilliant.

Regards,
John
000309
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Lost you
Friday, October 03, 2014 6:09:45 PM
Great. Thanks and safe travels.

Regards,
John
From: Gupta, Arvind
Sent: Friday, October 3, 2014 5:26 PM
To: John Montalbano
Subject: RE: Lost you
Thanks John. I am going to produce some talking points and distribute to Deans etc. In the interim
22
Ive asked Reny to talk with key people
to make sure they are on the same
page.
Arvind
To: Gupta, Arvind
Subject: Re: Lost you
All good safe travels. If you ever need to reach me, my cell is
22
Regards,
John
From: arvind.gupta@ubc.ca
To: John Montalbano
Subject: Re: Lost you
22

Date:10-03-2014 16:50 (GMT-08:00)
To: "Gupta, Arvind" <arvind.gupta@ubc.ca>
Cc:
Subject: Lost you
000310
What is your cell by the way?

Regards,
John
000311
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
Kahlon, Reny
time for a quick call re Professional Fees?
Friday, October 03, 2014 10:52:30 AM
6044086062
Regards,
John
000312
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Glasgow University to Divest from Fossil Fuels
Thursday, October 09, 2014 9:26:19 AM
Let's see what happens when oil stocks go through the roof! Some press re housing here at
home and I know Reny is keeping you posted.
Regards,
John
From: Gupta, Arvind
To: John Montalbano
Subject: RE: Glasgow University to Divest from Fossil Fuels
13

Sent: Thursday, October 9, 2014 9:22 AM
To: Gupta, Arvind
Subject: Re: Glasgow University to Divest from Fossil Fuels
13
Regards,
John
From: Gupta, Arvind
To: John Montalbano; Kahlon, Reny; Greg Peet
Yes, Im sitting in meetings with our UK counterparts and they are all aware this is coming at them.
Theyre taking the attitude Dont try and fight it.
Arvind

To: Gupta, Arvind; Kahlon, Reny; Greg Peet
Subject: Fw: Glasgow University to Divest from Fossil Fuels
Fyi
Regards,
000313
John
22
From:
To:
John Montalbano
22
Subject: Glasgow University to Divest from Fossil Fuels
Looks like University of Edinburgh and Oxford could be next.
http://www.bbc.com/news/uk-29547137
Jason Milne, CFA | Manager, Corporate Governance & Responsible Investment | Phillips, Hager &
North Investment Management | T. 604-408-6226 M. 604-761-4142
000314
From:
To:
Cc:
Subject:
Date:
John Montalbano
Jai Parihar
Greg Peet
; Gupta, Arvind (mitacs.ca); Smailes, Peter; Kahlon, Reny; Maciek Kon; Martin
22
Glynn
RE: Absolute Return Strategies (ARS) Allocation
Thursday, October 09, 2014 8:56:29 PM
Jai, thank you for this follow up note to our Board meeting. I think your next steps as outlined here
are appropriate. Certainly the Finance Committee should be taken a thorough review of the studies
you have undertaken. I look forward to the discussions.
Regards,
John
From: Jai Parihar [mailto:jai.parihar@ubcimant.ca]

Sent: Tuesday, October 07, 2014 10:24 AM
To: John Montalbano
Cc: Greg Peet
; arvind@mitacs.ca; Smailes, Peter; Kahlon, Reny
22
(reny.kahlon@ubc.ca); Maciek Kon; Martin Glynn
Subject: RE: Absolute Return Strategies (ARS) Allocation
John,
13
000315
13
I am looking forward to our discussion.
Best regards,
Jai

Sent: Sunday, September 28, 2014 8:41 PM
To: Jai Parihar
Cc: Maciek Kon
Subject: RE: Absolute Return Strategies (ARS) Allocation
13
Regards,
John
000316
From: Jai Parihar [mailto:jai.parihar@ubcimant.ca]

Sent: Friday, September 26, 2014 3:00 PM
To: John Montalbano
Cc: Maciek Kon
Subject: Absolute Return Strategies (ARS) Allocation
Hi John,
Hope all is well. Also hope the Finance Committee found the ARS presentation useful.
We will present the Risk reduction aspect of the A/L study and Liquidity analysis of incorporating ARS
in the portfolio at the next committee meeting as requested.
Is there a particular aspect of ARS allocation of concern to you/committee which we should try to
address in our next presentation? We will seek approval for ARS allocation at the next BOG meeting.
Thanks
Jai Parihar, CFA, ICD.D.

President and Chief Executive Officer
UBC Investment Management Trust Inc.
1055 West Hastings Street, Suite 1188
Vancouver, BC V6E 2E9
Canada
T: 604-681-7858, ext. 102
F: 604-681-7895
E: jai.parihar@ubcimant.ca
000317
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny; Greg Peet
); Gupta, Arvind;
22
RE: WSJ discussion of the Rockefeller Divest Position
Tuesday, October 14, 2014 7:59:50 AM
Correct Reny.
Regards,
John
22
13

To: John Montalbano; Greg Peet
; Gupta, Arvind;
22
Subject: RE: WSJ discussion of the Rockefeller Divest Position
22
13

To: Greg Peet
; Kahlon, Reny; Gupta, Arvind;
22
Subject: FW: WSJ discussion of the Rockefeller Divest Position
22
This is worth a read:
Regards,
John
The Rockefellers Reject Oil

When youre already rich you can afford self-defeating
moral gestures.
Updated Oct. 10, 2014 7:22 p.m. ET
72 COMMENTS
000318
The heirs to John D. Rockefeller s oil fortune are getting out of the fossil fuels business, as
you may have heard from their many media admirers. That was the news last month after the
Rockefeller Brothers Fund, with close to $860 million in assets, announced that it would
divest the roughly 7% of its funds currently in fossil fuels.
The action were taking is symbolism, but it is important symbolism, said fund president
Stephen Heintz. Were making a moral case, but also, increasingly, an economic case. Mr.
Heintz and the family he represents can reach their own moral conclusions about disavowing
the energy industry that made them rich. But allow us to report a few of the economicand
environmentalfacts.
Start with the term divest, which seems to have acquired the connotation of magically
make disappear when it merely means sell. The Rockefeller holdings are only moving
from one pair of hands to anotherand likely at a tidy profit for the fund. The Dow Jones
U.S. Oil and Gas Index is up 10% over the past year alone, though big-coal stocks are down.
We trust that whatever money the fund makes from its divestment will be re-invested in
something virtuous.
The same goes for every other institution that divests its fossil-fuel holdings. The
Rockefeller Brothers announcement is a piece of a larger effort, called the Global
Divest/Invest Coalition, that so far has succeeded in enlisting some 180 institutions and local
governments to sever ties with fossil-fuel businesses. The United Nations is a big supporter.
The coalition crows that this represents $50 billion in investment, which sounds like a lot of
moneyuntil you remember that the investment is still being made, only by someone else.
And likely to their financial benefit. Theres a reason institutional investors such as Calpers,
which talk a good game about climate change, arent joining the divestment party: Major
energy companies have been a mainstay of Calperss investment returns for retirees. Ditto for
the Teacher Retirement System of Texas, which last year unveiled a new dedicated fund for
energy investments worth 3%or $3.5 billionof its $117.5 billion in assets.
Also not joining this symbolic crusade are the major universities. Although Stanford recently
made news by divesting from coal, it continues to make money from oil and gas. The
University of California Regents voted last month against divesting, while Harvard and Yale
the two largest endowments in the country, with a combined $53 billion in assets in 2013
have also declined to join the moral self-congratulation.
Logic and experience indicate that barring investments in a major, integral sector of the
global economy wouldespecially for a large endowment reliant on sophisticated economic
techniques, pooled funds, and broad diversificationcome at a substantial cost, wrote
Harvard President Drew Faust last year, explaining the Universitys refusal to join the
divestment brigades.
I also find a troubling inconsistency, she added, in the notion that, as an investor, we
should boycott a whole class of companies at the same time that, as individuals and as a
community, we are extensively relying on those companies products and services for so much
of what we do every day.
Speaking of inconsistencies, its also worth noting that even as the Rockefeller Brothers Fund
is publicly swearing off fossil fuels, its not divesting from the biggest oil company in the
U.S.: Exxon Mobil Corp. , the largest successor to John D.s Standard Oil . Mr. Heintz told
000319
Bloomberg that continued ownership allows the fund to press the oil and gas producer to
account for its carbon assets. Why the same logic doesnt apply to other producers is a
mystery perhaps only he can answer. Numerous Rockefeller heirs with ties to the fund retain
their personal Exxon Mobil stock. Its up about 11% on the year.
Meantime, those tempted to join the Rockefellers moral crusade might consider that the
U.S. has decreased its carbon output tonnage more than any country, mostly thanks to the
innovations of fracking and horizontal drilling, which have led to the natural gas shale
revolution. These carbon reductions would never have happened if previous generations of
Rockefellers had refused to invest in fossil fuels.
All of which makes the divestment campaign less about economic logic than a self-defeating
act of moral posturing
22
From: John Montalbano

Sent: Sunday, October 12, 2014 10:01 PM
To:
22
Great article/editorial in the Weekend WSJ (I have the hard copy) chastising Rockefeller for their
hypocritical position as they retained their ownership in Exxon. Fyi. I am out of town and dont have
access to the link but I will PDF the story on Tuesday.
Regards,
John
22
From:
22
To:
John Montalbano
Subject: Glasgow University to Divest from Fossil Fuels
Looks like University of Edinburgh and Oxford could be next.
000320

http://www.bbc.com/news/uk-29547137
22
000321
From:
To:
Cc:
Subject:
Date:

Helsley, Robert; Lindsay Gordon
Kahlon, Reny; John Montalbano
RE: Congratulations !
Tuesday, October 28, 2014 8:02:08 PM
Congratulations Bob. A well-deserved win at that!

Arvind
-----Original Message----From: Helsley, Robert [mailto:robert.helsley@sauder.ubc.ca]
To: Lindsay Gordon
Cc: Kahlon, Reny; Arvind Gupta; John Montalbano
Subject: Re: Congratulations !
Hi Lindsay,
Thanks for your note. This particular ranking is pretty ad hoc (they gather the data off of public websites), but a
win's a win and we will take it! I'm in Asia for the next two weeks, but would love to catch up over lunch or coffee
sometime.
Best,
Bob
Sent from my iPhone
22
> On Oct 28, 2014, at 2:58 AM, Lindsay Gordon <
wrote:
>
> Hi Bob,
>
> I expect you saw this in today's Globe & Mail - Sauder ranked #2 in Global Sustainable MBA rankings.
> Congratulations!
>
> http://www.corporateknights.com/channels/education/2014_sustainable_mba/
>
> btw, I'm currently reading Naomi Klein's 'This Changes Everything' !! (She's also on the board of 350.org)
>
> Best
> Lindsay
000322
From:
To:
Subject:
Date:

Kahlon, Reny; John Montalbano
RE: Follow Up - Dinner w/the Deans
Tuesday, November 04, 2014 7:57:33 PM
Thanks Reny. Lots of meeting of the minds. I like the way youve summarized the discussion. We
have lots to do in building our research excellence and our student experience. Where we have the
most work to do is on developing a clear and compelling vision for the two campuses. Let me know
when youre ready for discussion with the exec.
Arvind

Sent: Monday, November 3, 2014 10:11 AM
To: John Montalbano; Arvind Gupta
Subject: Follow Up - Dinner w/the Deans
Hi John and Arvind: As follow up to the Sept Board dinner with the Deans, I circulated a
summary of the discussion (attached pdf) from that evening to all the Deans/senior admin for
further thoughts. In my message I asked them to reflect further on what they thought were
the themes of the evening so that Board and the Senior Admin could make those part of the
action items in due course. They all came back Ive summarized it in word document;
however, it needs further editing but wanted you both to be aware that dinner was a great
success.
Arvind: Once Ive cleaned up the summary further, I will be circulating to the Executive for
further discussion at an Executive Meeting at an appropriate time.
Any thoughts you both may have, will be much appreciated.
Regards.
Reny
PS: I didnt want the Deans to feel that there wasnt any follow up after they all made such an
effort to be part of the evening and discussion.
000323
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind; Doug Mitchell
Re: Meeting with President : Urgent and confidential :
Friday, November 07, 2014 12:32:23 PM
I am not Doug but I suggest no comments until the advisory committee is struck. We don't
want to lose the message again. Will of course defer to Doug.
Regards,
John
From: Gupta, Arvind
Sent: Friday, November 7, 2014 12:26 PM
To:
Doug Mitchell; John Montalbano
22
Subject: RE: Meeting with President : Urgent and confidential :
Dear
22
Thanks for the heads up. We agreed at the meeting that all discussions were in camera so I dont
feel comfortable saying anything (even who was there). Doug, as the convener, what are your
thoughts?
Arvind
22
From:
Sent: Thursday, November 6, 2014 10:40 AM
To: Gupta, Arvind; Doug Mitchell; jmontalbano@phn.com
Subject: Meeting with President : Urgent and confidential :
Dr. Gupta / Doug / John:

FYI and urgent in strictest confidence .
12,13
Best to get out front on this asap and one of you make a simple and quick statement asap today.
Hope this helps.
22
000324
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind; Kahlon, Reny
RE: Vantage College
Saturday, November 08, 2014 10:35:02 PM
I actually think a letter by the President in a forum such as the student paper as well as web-sites
would be appropriate. This is where we have an opportunity to set the record straight on the facts
re funding, housing endowments etc. What is wrong with providing the proper information in a
clear and concise way? Reny, as I wrote this I see your reference to CFS. That said, a proper
response that educates and fosters understanding is not something we should fear. Having the CFS
or the AMS run the message is concerning. We need to take ownership of social media as well as
the subject at hand. I especially think a letter from the President is important in light of concerning
comments you have read Arvind on Twitter. Who will stand up for foreign students?
Regards,
John

Sent: Saturday, November 08, 2014 10:23 PM
Subject: RE: Vantage College
Hi John,
The article took everyone by surprise as Im told no one suspected the questions from the CBC were
on an article that was being written in this direction.
22
We
arranged an interview for Anji in the Vancouver Sun which will appear Monday. We are monitoring
whether other actions are needed.
Arvind

Sent: Saturday, November 8, 2014 9:48 AM
Subject: Fw: Vantage College
13
000325
13
Regards,
John
From: Kahlon, Reny <rkahlon@mail.ubc.ca>
To: John Montalbano; Greg Peet (gj-peet@shaw.ca); Johnston, Richard
Subject: Vantage College
Fyi r
http://www.cbc.ca/news/canada/british-columbia/ubc-s-vantage-college-canadians-need-not-apply1.2826142;
000326
From:
To:
Subject:
Date:
Gupta, Arvind
Kahlon, Reny
FW: Vantage College
Sunday, November 09, 2014 7:35:04 AM
Sigh! Let me know when youre up.

Arvind

To: Kahlon, Reny; Kahlon, Reny
Cc: Gupta, Arvind; Kahlon, Reny
Subject: Re: Vantage College
13
Regards,
John
From: Kahlon, Reny
To: Kahlon, Reny
Cc: Gupta, Arvind; John Montalbano; Kahlon, Reny
Subject: Re: Vantage College
13
Best
Sent from my iPhone

On Nov 8, 2014, at 10:31 PM, "Kahlon, Reny" <rkahlon@mail.ubc.ca> wrote:
13
000327
13
Best
Reny
Sent from my iPhone
On Nov 8, 2014, at 10:22 PM, "Gupta, Arvind" <arvind.gupta@ubc.ca> wrote:
Hi John,
The article took everyone by surprise as Im told no one suspected the

questions from the CBC were on an article that was being written in this
direction.
22
We arranged an interview for Anji

in the Vancouver Sun which will appear Monday. We are monitoring
whether other actions are needed.
Arvind

Sent: Saturday, November 8, 2014 9:48 AM
Subject: Fw: Vantage College
13
Regards,
John
From: Kahlon, Reny <rkahlon@mail.ubc.ca>
To: John Montalbano; Greg Peet (gj-peet@shaw.ca); Johnston, Richard
000328
Subject: Vantage College
Fyi r
http://www.cbc.ca/news/canada/british-columbia/ubc-s-vantage-collegecanadians-need-not-apply-1.2826142;
The information contained in this electronic message is for the exclusive and
confidential use of the addressee. Any other distribution, use, reproduction or
alteration of the information contained in this electronic message, by the addressee or
by any other recipient, without the prior written consent of the sender is strictly
prohibited. If you have received this electronic message in error, please notify the
sender.
000329
From:
To:
Subject:
Date:
John Montalbano
Re: Note on UBC Athletics
Thursday, November 13, 2014 4:34:47 AM
I think it should be sent to the Board so they are aware. Thanks.

Regards,
John
From: Kahlon, Reny
Sent: Thursday, November 13, 2014 3:08 AM
Subject: RE: Note on UBC Athletics
Thanks, Arvind. Read it earlier with mixed feelings.
John: the article has been published in Trek magazine which is widely circulated; thus, did not
particularly circulate to the group but did send to Doug Monday.
Reny
From: Gupta, Arvind

Sent: Wednesday, November 12, 2014 10:40 PM
Did you see the Gallagher story:

http://www.theprovince.com/sports/university/president+looking+into+sports+mess/10375568/story.html.
Is this the best non-story that they can report?
Arvind

Subject: Note on UBC Athletics
rvind, great note on UBC Athletics, which I have just read. Reny did the participants of the dinner
A
get an email copy of note found on the Alumni site?
Regards,
John
The information contained in this electronic message is for the exclusive and confidential use of the addressee. Any other
distribution, use, reproduction or alteration of the information contained in this electronic message, by the addressee or by
any other recipient, without the prior written consent of the sender is strictly prohibited. If you have received this electronic
message in error, please notify the sender.
000330
From:
To:
Subject:
Date:
John Montalbano
RE: Note on UBC Athletics
Thursday, November 13, 2014 6:26:47 AM
Question is: how did he know that David has a guy in mind? We need to chat to David. I will do so when I
see him next.
Regards,
John
John Montalbano CFA | CEO, RBC Global Asset Management Inc. / Phillips, Hager & North Investment
Management | | T. (604) 408 6062 | F. (604) 408 6024 | jmontalbano@phn.com

Did you see the Gallagher story:

http://www.theprovince.com/sports/university/president+looking+into+sports+mess/10375568/story.html.
Is this the best non-story that they can report?
Arvind

Subject: Note on UBC Athletics
Arvind, great note on UBC Athletics, which I have just read. Reny did the participants of the dinner
get an email copy of note found on the Alumni site?
Regards,
John
000331
From:
To:
Subject:
Date:
John Montalbano
Greg Peet; Kahlon, Reny; Gupta, Arvind
Fw: Faculty referendum
Friday, November 14, 2014 10:03:06 PM
Fyi, please see below.

Regards,
John
From: maclean@math.ubc.ca
To: John Montalbano
Subject: Faculty referendum
Dear John,
I will officially announce the results of our recent vote in Monday, but I thought would
communicate to you today that there will be a referendum on the UBC350 divestment
proposal in late January.
The turnout on this resolution was over 20% of the FA membership, with a strong yes (~65%)
to hold the referendum.
Given the voter turnout, my opinion is that this vote is a surrogate vote for the referendum,
and so the referendum is likely to pass and to achieve the quorum specified by the Board
policy. I have no evidence for this, of course, just a gut feeling.
I will send you the official vote counts when I have prepared the announcement for my
colleagues.
Cheers,
Mark
Mark Mac Lean
Department of Mathematics
The University of British Columbia | Vancouver
1984 Mathematics Road,
Vancouver, BC
V6T 1Z2
604-827-3038
000332
000333
From:
To:
Subject:
Date:
John Montalbano
Gift to UBC
Saturday, November 15, 2014 9:07:43 AM
Congrats on the gift from Cheriton! What a nice win. Great for the school to have such a Chair.
Reny is there a way I can find out about such things before they hit the paper? I found out this
am from my BMW dealer when I dropped off the car!
Regards,
John
000334
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny; Greg Peet; Gupta, Arvind
Fw: UBC350 press release
Sunday, November 16, 2014 1:42:56 PM
Regards,
John
Original Message
From: Mark Mac Lean <maclean@math.ubc.ca>
Sent: Sunday, November 16, 2014 1:31 PM
To: John Montalbano
Subject: UBC350 press release
Dear John,
Just FYI, UBC350 is planning to issue a press release tomorrow as soon as I publicly release the results of the vote
to have a referendum.
Cheers,
Mark
000335
From:
To:
Subject:
Date:
John Montalbano
Greg Peet; Kahlon, Reny; Gupta, Arvind; Richard Johnston; Alice Laberge; Lindsay Gordon
Dal Board decides not to divest its fossil fuel endowment holdings - Dal News - Dalhousie University
Wednesday, November 26, 2014 8:35:30 AM
http://www.dal.ca/news/2014/11/26/dal-board-decides-not-to-divest-its-fossil-fuelendowment-holdin.html?
utm_source=Today@Dal&utm_medium=email&utm_campaign=dalnews
Sent from my BlackBerry 10 smartphone on the Rogers network.
000336
From:
To:
Cc:
Subject:
Date:
Attachments:
Gupta, Arvind
22
John Montalbano CFA; Lindsay Gordon
Reny Kahlon (rkahlon@mail.ubc.ca)
RE: Divestment and fossil fuels
Wednesday, November 26, 2014 9:32:00 AM
image001.png
We spent quite a bit of time at BoG

is actually
13, 22
in
time
for
the
next
13, 22
13, 22
yesterday on this issue and knowing there are

quite helpful. I am including Reny so we can
BoG discussion.
Hope all is well with you.

Arvind
From:
22
Sent: Tuesday, November 25, 2014 11:52 AM
To: Gupta, Arvind; John Montalbano CFA; Lindsay Gordon
Subject: Divestment and fossil fuels
Hello. I have heard throughout the grapevine that the divestment issue is not going away at UBC. I dont
suppose that any of us imagined that it would.
13, 22
13, 22
Best wishes and good luck, as always. Hope all is well with you.
22
22
000337
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny; Celeste Haldane
; "Fiona Macfarlane" (
22
22
"Mitchell, Doug H."
"David Sidoo"
Lindsay Gordon
22
22
; Gupta, Arvind; "Birgit Bennett"
)
22
22
Re: Employee Relations item : Appointment, Dean of Law - for consideration by the ERC of the Board
Wednesday, December 10, 2014 8:56:28 AM
Approved here
From: Kahlon, Reny
Sent: Wednesday, December 10, 2014 7:28 AM
22
To: Celeste Haldane
); 'Fiona Macfarlane'
;
22
'Mitchell, Doug H.' (
'David Sidoo'
; Lindsay Gordon
22
22
John Montalbano; Gupta, Arvind; 'Birgit Bennett'
22
22
Subject: RE: Employee Relations item : Appointment, Dean of Law - for consideration by the ERC of the
Board
TO: MEMBERS OF THE EMPLOYEE RELATIONS COMMITTEE

------------------------------------------------------------------------------------------At the recommendation of the President, Professor Arvind Gupta, attached, for your approval
are the terms and conditions for the appointment of Professor Catherine Dauvergne, Dean of
the Faculty of Law.
Professor Mary Anne Bobinskis second term as Dean of the Faculty of Law ends on June 30,
2015. A search for a new Dean was launched in May, 2014 to prepare for her end of term. It
was decided that this would be a full international search, and Boyden search consultants
were retained to support the search. A Presidents Advisory Committee was struck, chaired by
David Farrar, Provost and Vice-President Academic, for the selection of a new Dean. This
search, in accordance with Policy #21, Appointment of Deans and Principals (Joint Senate
and Board Policy),
Term: 5 years, from July 1, 2015 to June 30, 2020 renewable for a second term as per
University Policy and subject to Board approval.
Annual Compensation:
$310,000
Eligible for 12 months administrative leave upon completion of
Administrative leave:
the first term.
Benefits and Pension:
Same arrangements as regular faculty members.
DECISION REQUESTED:
IT IS HEREBY REQUESTED that the Employee Relations Committee recommend that the
UBC Board of Governors approve the appointment of Professor Catherine Dauvergne as
Dean of the Faculty of Law, for a five-year term, from July 1, 2015 to June 30, 2020.
----------------------------------------------------------------------------------------------If any member wishes to request a meeting to consider the above motions for approval, please
000338
advise me (604-822-2127) and I will then schedule a conference call.

* If no one requests a meeting by 5:00 p.m., Friday, December 13, 2014, it will be considered
that all members have consented to the motion.
*This follows the normal manner in which we handle consent motions, i.e. any member has
the opportunity to pull the item and have it considered formally.
Thank you.
Reny
000339
From:
To:
Subject:
Date:
John Montalbano
22
Wednesday, December 17, 2014 3:31:02 AM
13, 22

000340
From:
To:
Cc:
Subject:
Date:
John Montalbano
Kahlon, Reny
Stuart, Gavin; Farrar, David; Gupta, Arvind
RE: UBC & Health Authority
Thursday, January 08, 2015 2:12:57 PM
I am fully supportive.
Regards,
John

Sent: Thursday, January 08, 2015 1:23 PM
To: John Montalbano
Cc: Stuart, Gavin; Farrar, David; Gupta, Arvind (mitacs.ca)
Subject: UBC & Health Authority
Hi John: Kip Woodward, Chair of the Vancouver Health Authority, (through Arvind,
Gavin Stuart and I) is keen to have another conversation between the two boards on the
relationship between VCH and UBC. We had started this conversation little over two years
and much progress has happened. The two Boards met back in 2011 (see dinner notes
attached) from which a working group was established. There has been only one meeting of
the working group on January 7, 2013 with Dr. David Ostrow (CEO, Vancouver Coastal
Health), Professor Steven Toope (President & Vice Chancellor, UBC), Dr. Gavin Stuart
(Dean, Faculty of Medicine, and Vice Provost Health, UBC), Mr. Graham Whitmarsh (then
Deputy Minister Health), and Ms. Nichola Manning (then ADM Health). The goal of the
meeting was to explore options for creating an environment within the academic health sector
that would enable funding of academic clinicians in a manner outside of the traditional fee
for service model. All stakeholders agreed that change was required within the system and
there was strong support from the Deputy Minister to bring forward new and innovative
alternatives. Dr. David Ostrow and Dr. Gavin Stuart were dispatched to further this dialog
and report back to their respective board chairs. Although subsequent discussions between
the Faculty of Medicine and Health Authorities continued with identification of potential
pilots, discussions with the Ministry lost momentum due to many factors including activity
leading up to the provincial election and changes in personnel, within both the ministry and
provincial health organizations; however, written up-date was provided (see attached).
Gavin and I have had number of follow up discussions over the last year on the next steps as
such am suggesting the following plan, again, because Kip is keen to have another
conversation either between the two Boards or the working group:
-
Briefing meeting for you:

o Gavin Stuart, Dave Farrar
Meeting: Chairs (VCH/UBC), CEO of VCH and President of UBC, Dean of Medicine,
000341
and the Provost

You and I had touched on this a while ago and you had said to have Bill Levine to continue on
the working group; however, I want to make sure that you still feel this way. Either way, you
should still be fully briefed on the Health portfolio as Ill be requesting that you on behalf of
the UBC Board invite CEOs of all the Health Authorities in BC, Minister and DM of Health
to dinner in April or June. This will be a great strategic discussion and next step to bringing
the collaboration and relationship of this sector to another level.
By virtue of this email, am asking Gavin and David, to provide any additional comments that I
may have missed.
Best.
Reny
000342
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: monday am
Friday, January 09, 2015 7:06:49 AM
Ok see you there at 6:30

From: Gupta, Arvind
Sent: Friday, January 9, 2015 7:06 AM
To: John Montalbano
Subject: RE: monday am
Thats the Presidents house.

Arvind

To: Gupta, Arvind
Subject: Re: monday am
What is NAM?

From: Gupta, Arvind
To: John Montalbano
Subject: RE: monday am
Hi John, It would be simpler to meet at NAM where the coffee is better and the access easier. See
you Monday at 6:30.
Arvind

Sent: Thursday, January 8, 2015 11:01 AM
To: Gupta, Arvind
Subject: monday am
Should I come to your office at 6:30 am and skip breakfast? It will be more productive I think. I would
love to see the CVs of your office team if possible. Thoughts?
Regards,
John
000343
000344
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re
22
Tuesday, January 13, 2015 6:22:23 AM
Sounds good
Sent: Tuesday, January 13, 2015 12:22 AM
To: John Montalbano
22
Subject: Re:
Hi John, Just getting home. Let's talk tomorrow if possible. I'm free after 7pm.
Arvind

Date:01-12-2015 17:27 (GMT-08:00)
To: "Arvind Gupta (arvind.gupta@ubc.ca)" <arvind.gupta@ubc.ca>
Cc:
Subject: 22
13, 22
Regards,
John
000345
000346
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re:
16
It was a refreshing call honestly

Sent: Tuesday, January 13, 2015 12:25 AM
To: John Montalbano
16
Subject: Re:
16
Arvind
Date:01-12-2015 21:52 (GMT-08:00)
To: "Arvind Gupta (arvind.gupta@ubc.ca)" <arvind.gupta@ubc.ca>
Cc:
Subject:
16
16
Regards,
John
000347
000348
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re 22
13, 22

Sent: Monday, January 12, 2015 5:27 PM
To: Arvind Gupta (arvind.gupta@ubc.ca)
Subject: 22
13, 22
Regards,
John
000349
From:
To:
Subject:
Date:
Importance:
John Montalbano
Gupta, Arvind (mitacs.ca); Gupta, Arvind
Board Agenda Formulation
High
Arvind, as a follow up to our conversation, I have kept a mindful eye on how the standing committee
meeting agendas are being constructed, which then leads into the formal Board date.
13
Please let me know your thoughts.
Regards,
John
000350
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Friday
Thursday, January 15, 2015 8:03:20 AM
Thanks Arvind
From: Gupta, Arvind
To: John Montalbano
Subject: RE: Friday
Thanks John. And, again,

return.
Arvind
. Talk on your
22

To:
22
Subject: Re: Friday
22
thank you and I will certainly pass along your sentiments to Dana.
Indeed in my capacity as Chair, I have become very aware of a potential remarkable gift by you
We have been working on a comfort letter that I hope will provide you the
22
best assurance we can offer that funds will be protected for their intended use. My hope is
you will receive this letter before Friday!
Please do let me know if there is more to discuss once you have received the note. It may be
of some comfort to know that
17
17
Thank you as always.

From:
22
To: John Montalbano
Subject: Re: Friday
Let us chat after you return.

22
17
the faculty
make a firm commitment .
Next week is a little busy and then
22
I are interested in making a contribution /donation to

There are some issues that we need to solve before we
22
for two weeks .
000351
There is no rush. We will discuss when it is convenient for us all.

Take care and travel safe
Kind regards
22
Sent from my iPhone

On Jan 14, 2015, at 7:57 PM, John Montalbano <jmontalbano@phn.com> wrote:
22
my apologies for missing you today as I was in transit for Montreal.

22
22
. We are so disappointed to miss the event on so many levels. Would
you like to chat before then or should I contact you on my return?

sender.
000352
From:
To:
Cc:
Subject:
Date:

Kahlon, Reny
John Montalbano
Re: Board Dinner
Hi Reny, Excellent idea.

Arvind
-------- Original message -------From: "Kahlon, Reny" <rkahlon@mail.ubc.ca>
Date:01-15-2015 23:40 (GMT-08:00)
To: Arvind Gupta <arvind@mitacs.ca>
Cc: John Montalbano <jmontalbano@phn.com>
Subject: FW: Board Dinner
Hi Arvind: Any thoughts? We should secure this if this is what we should do. Best. R
From: Kahlon, Reny

To: 'John Montalbano'; Arvind Gupta (arvind@mitacs.ca)
Subject: Board Dinner
13
Best
Reny
000353
From:
To:
Cc:
Subject:
Date:
Gupta, Arvind
John Montalbano; Kahlon, Reny (reny.kahlon@ubc.ca)
Miles, Barbara
RE: Governor General and Sauder
Fantastic John, congratulations. Wonderful that you could do this for the students.
Arvind

Sent: Wednesday, January 21, 2015 10:59 PM
To: Arvind Gupta; Arvind Gupta (arvind.gupta@ubc.ca); Kahlon, Reny (reny.kahlon@ubc.ca)
Cc: Miles, Barbara
Subject: Governor General and Sauder
Just an fyi, that I have arranged for the Governor General of Canada to meet the Sauder
Philanthropy Club students on the 28th, when he is in town. David J. was very keen to meet them, as
this is a club I started with the assistance of Bob and his staff at Sauder as a result of my discussions
with the GGs office on kick starting philanthropy initiatives across Canada. There are 12 students in
the program now and there is a waiting list to join. The kids are really pumped about this event. The
GG carved time from a very busy schedule to make this happen.
Regards,
John
000354
From:
To:
Cc:
Date:
Attachments:
John Montalbano
Gupta, Arvind; Gupta, Arvind (mitacs.ca); Kahlon, Reny
Greg Peet
Monday, January 26, 2015 2:53:42 PM
IMG_20150126_142655.jpg
Just sent to me
000355
000356
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind; Greg Peet
RE: Divestment white papers
Thanks for passing this along
Regards,
John

Subject: Divestment white papers
Hi John and Greg, I thought you might find this interesting.
22
Arvind
000357
From:
To:
Cc:
Subject:
Date:
Gupta, Arvind
John Montalbano
Kahlon, Reny
RE: Centennial matching program
Saturday, January 31, 2015 4:40:00 PM
13
Thanks for
Ideas that are transformation change require extra hard
work but its worth it if they have long-term positive impact on UBC. I appreciate your advice and
will communicate it to the relevant Exec members who are working on this project. Best.
Arvind

Sent: Saturday, January 31, 2015 10:24 AM
To: Gupta, Arvind
Cc: Kahlon, Reny
Subject: Centennial matching program
13

000358
From:
To:
Bcc:
Subject:
Date:
Gupta, Arvind
John Montalbano
Lucarino, Anna
RE: Potential dates we might together
Wednesday, February 04, 2015 12:01:00 AM
Thats fine John. Someone will meet you outside the main door of the library at 7am. See you then.
Arvind

Sent: Tuesday, February 3, 2015 6:28 AM
To: Gupta, Arvind
Subject: RE: Potential dates we might together
I am flying on the 16th so lets target that morning? 7am is fine. We can meet in your office if
convenient.
Regards,
John

To: John Montalbano
Hi John, On the 16th the two choices are meeting early (I must be at the university for 8:15am) or
late afternoon (Im free 5pm to 7:30pm). Let me know which you prefer. Ive also reserved February
11 for you and Doug.
Also, thanks for all your support at the Board meeting today I appreciate it.
Arvind

Sent: Monday, February 2, 2015 8:33 PM
To: Gupta, Arvind
Breakfast or meet on the 16th? That is the only day that works.
000359
Regards,
John

To: John Montalbano
Subject: Potential dates we might together
Hi John,
Here are some times we can get together:

February 9 after 3pm
February 15, anytime in the morning after 6am
February 16, anytime in the morning (must finish by 8:15am)
February 17, anytime in the morning
February 23, dinner
Arvind
000360
From:
To:
Cc:
Subject:
Date:
John Montalbano
Kahlon, Reny
Gupta, Arvind
RE: For BOG attention: Closure of CIRDI for 12 February BOG meeting
Thursday, February 05, 2015 4:25:07 PM
I am fine with this thanks
Regards,
John

Sent: Thursday, February 05, 2015 4:21 PM
To: John Montalbano
Cc: Gupta, Arvind
Subject: FW: For BOG attention: Closure of CIRDI for 12 February BOG meeting
Hi John and Arvind: As we always acknowledge any correspondence received in Board

Office so I had done so with the petition that was received; however, 22 as come back with
more questions/comments. In consultation with John Hepburn, Ive drafted my response to
22 which I wanted to share with you as there is a likely hood of having these students show
up at the next Board meeting. John Hepburn is very much in-the loop and involved. I have
also spoken to the SFU Board Secretariat and they, too, have distributed the correspondence
to their Board members, and will follow similar stance.
Please let me know if you want further briefing.
Best.
Reny
From
22
To: Kahlon, Reny
Cc: info@stoptheinstitute.ca
Subject: RE: For BOG attention: Closure of CIRDI for 12 February BOG meeting
Dear Ms. Kahlon,

Thank-you for the response. Could you please clarify a few points, though:
1. Does correspondence will be included as part of the Board package for the up-coming
Board meeting mean that the petition you received will be forwarded to members of the
Board?
Yes, the Board has already received all the information you sent, including the petition.
2. Is the Board of Governors meeting on February 2 (per your email) or February 12 (per the
website)?
000361
My apologies for the typo, February 12.
3. Will this issue (of closing CIRDI) be included in the agenda for Februarys Board of
Governors meeting? (I dont see mention of it in the February 2 Standing Committee
Meetings agenda.)
As this is part of the correspondence, the Board Members have received and will have the
opportunity to ask questions of the administration, if they so wish. It is not included in the
agenda as it is not appropriate for UBCs Board of Governors to discuss the Institutes
business. CIRDI is a multi-institutional applied research institute and oversight is via the
VPRI Office and Dr. John Hepburn, Vice President Research & International
4. Will students with the Stop the Institute campaign be provided a meaningful platform to
contribute to the discussion?
See my response under 3.
Also, since the widely-supported petition was addressed to the universitys Board of Governors, is
there any reason that you redirect our communication to Dr. Moura Quayle, a new member of
CIRDIs board of directors? As you may have seen on the Stop the Institute blog, critique addressed
to and requests for information from CIRDI leadership have been effectively stonewalled, and the
petition we make to the Presidents and Boards of Governors of the three coalition universities
intentionally bypasses the unaccountable behavior of those managing the federally-mandated
CIRDI. We address this petition directly to the provincially-appointed and internally elected
members of UBCs Board of Governors, whom I trust have a commitment to more public
accountability.
I was referring you to Dr. Quayle for any additional information that you may want or need as
she is involved in day-to-day operations and not the UBC Board.
I look forward to your response to the above requests for clarification.
Sincerely,
22

Sent: January-26-15 6:14 AM
22
To:
Subject: RE: For BOG attention: Closure of CIRDI for 12 February BOG meeting
22
Good morning
Im writing to acknowledge your email below and also to confirm
that I have received your submission of the petition to the UBC Board of Governors. I assure
you that correspondence will be included as part of the Board package for the up-coming
Board meeting on February 2. In meantime, I would like to encourage you to contact Dr.
Moura Quayle for any additional information or discussion.
Dr. Moura Quayle

Director, Liu Institute for Global Issues; Professor, Strategic Design
Office: Liu Institute for Global Issues, Room 301
Office Phone: (604) 822-9958
000362
Email: moura.quayle@ubc.ca
Thank you for writing to inform the Board of Governors of this issue.
Regards.
Reny
Reny Kahlon
Managing Director/Board Secretary
Office of the Board of Governors
Old Administration Building
6328 Memorial Road
Vancouver, B.C. Canada V6T 1Z2
Telephone: 604-822-2127
BB: 604-505-7771
Fax: 604-822-1205
E-mail:reny.kahlon@ubc.ca
From
22
Sent: Tuesday, January 20, 2015 5:49 PM
To: Kahlon, Reny
Subject: For BOG attention: Closure of CIRDI for 12 February BOG meeting
Dear Ms. Kahlon,

I write to you as a member of the collective behind Stop The Institute, a student-driven campaign to
see our universities shut the doors of the Canadian International Resources and Development
Institute--CIRDI.
On 05 January 2015, we submitted a petition to UBCs Board of Governors, signed by more than
1000 individuals, including 52 faculty/staff at UBC, SFU, and EPDM (coalition universities hosting
CIRDI), plus hundreds of alumni and current students from these universities, and stakeholders and
rights-holders from across Canada and Latin America. As follow-up to this, I have two requests:
1. Will you please confirm that copies of this petition and list of signatories has been
distributed to each member of UBCs Board of Governors.
2. Since we submitted the petition more than a month before the February 12th Board of
Governors meeting, we trust that the timely issue of UBC hosting CIRDI will be added to
the agenda and given genuine consideration. Will you please invite students from the Stop
000363
the Institute collective to attend the meeting, and be given platform to contribute to the
debate around CIRDIs closure?
Please see the press release from 05 January, now posted as well on our website.
We look forward to confirmation regarding distribution of the petition and our contribution at the
upcoming Board of Governors meeting.
Thank-you kindly,
22
tained in this electronic message is for the exclusive and confidential use of the addressee. Any
000364
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind (mitacs.ca); Kahlon, Reny
Re: Heads Up
These days I prefer dull!

From: Arvind Gupta
To: Kahlon, Reny; John Montalbano
Subject: RE: Heads Up
At least there wont be a dull moment.

Arvind

To: 'John Montalbano'; Arvind Gupta
Subject: Heads Up
Hi John and Arvind: Want to give you heads up that we will have number of guests at the
next Board meeting.student groups:
- AMS is presenting on Housing (all good)

o Number of the current executive may be there but they are usually very
respectful.
- I AM UBC the same group that was there in December
o Uncensored - so will have to wait and see
- 350.org Students may be there with placards
o They intend to be very respectful, will have banners but no outbursts.
- CIRDI Advocates this is the Mining Institute
- Various heads/members of Student Residence Associations on campus
Definitely will be a full house but have alerady spoken to the groups and they do intend to
be respectful but of course, emotions get the best of them sometimes, as was the case last
time.
Best.
Reny
000365
000366
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: We need to chat
Sunday, February 08, 2015 11:04:13 AM
Ok I will send a note when I get home tomorrow. Thanks.

Sent: Sunday, February 8, 2015 11:00 AM
To: John Montalbano
Subject: Re: We need to chat
Hi John, I'm in Kelowna meeting donors and government, scheduled to home tomorrow late
afternoon. Let's meet whenever you are free tomorrow evening.
Arvinf
Date:02-08-2015 09:43 (GMT-08:00)
To: Arvind Gupta <arvind@mitacs.ca>
Cc:
Subject: We need to chat
Arvind, we need to chat in person. Are you available either late tomorrow night around 9 (I
am up at Whistler right now). Or Tuesday night?
000367
14
000368
14
000369
From:
To:
Subject:
Date:
Attachments:
John Montalbano
22
Greg Peet
FW: Divestment Vote: Referendum Results
Tuesday, February 10, 2015 4:17:43 PM
image001.jpg
image002.jpg
fyi
Regards,
John
From: Mark Mac Lean [mailto:maclean@math.ubc.ca]

Sent: Tuesday, February 10, 2015 2:37 PM
To: John Montalbano
Subject: Fwd: Divestment Vote: Referendum Results
John,
This official announcement went out minutes ago.
Cheers,
Mark
Mark Mac Lean
President | UBC Faculty Association
1984 Mathematics Road | Vancouver, BC Canada V6T 1Z2
Phone 604 827 3038
maclean@math.ubc.ca

From: UBC Faculty Association <faculty.association@ubc.ca>
Subject: Divestment Vote: Referendum Results
Date: February 10, 2015 at 2:23:08 PM PST
To: UBCV-FACULTY@LISTS.UBC.CA
Reply-To: UBC Faculty Association <faculty.association@ubc.ca>
Can't view this email? View it in your browser
000370
Results for the Referendum on a Divestment Proposal by UBCC350

Voting has finished in the referendum that asked UBC Faculty Association members
whether or not they support a proposal by UBCC350 that asks the UBC Board of
Governors to divest from fossil fuel holdings.
The results of this referendum are as follows. Of the 955 UBCFA members who voted,
591 supported the divestment proposal and 364 did not support the divestment
proposal.
There were 3447 UBCFA members who were eligible to vote in this referendum.
Vancouver: 112 - 1924 West Mall, Vancouver BC V6T 1Z2 t. 604.822.3883

Okanagan: Arts 353B - 3333 University Way, Kelowna BC V1V 1V7 t. 250.807.9240
Vancouver/Okanagan:faculty.association@ubc.ca
Visit our website:facultyassociation.ubc.ca
To unsubscribe from the UBCV-FACULTY list, please click here.

Further information about the UBC Mailing Lists service can be found on the UBC IT website.
000371
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Monday
Saturday, February 14, 2015 4:26:44 PM
Great I will get back to you this weekend.

From: Gupta, Arvind
Sent: Saturday, February 14, 2015 2:34 PM
To: John Montalbano
Subject: RE: Monday
Ok, lets take a break this week and plan to get together the week of March 1. Some times that work
for me:
March 1 anytime
March 2 3:30pm 5:30pm
March 4 before 9am or 3:00pm 6:00pm
Arvind

Sent: Saturday, February 14, 2015 11:06 AM
To: Gupta, Arvind
Subject: Re: Monday
Actually your call. I am here if you need or let's take a break?

From: Gupta, Arvind
To: John Montalbano
Subject: Monday
Hi John, I see we are scheduled to meet at 7am this coming Monday (Feb. 16). We can go ahead
with this meeting as a follow-up to the last week. Or we can postpone for a couple of weeks and
build an agenda with new items. Im fine either way so please let me know what youd prefer.
Arvind
000372
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Monday
March 2nd would work. 4pm?
Regards,
John

To: John Montalbano
Subject: RE: Monday
for me:
March 1 anytime
Arvind

To: Gupta, Arvind
Subject: Re: Monday
Actually your call. I am here if you need or let's take a break?

From: Gupta, Arvind
To: John Montalbano
Subject: Monday
Hi John, I see we are scheduled to meet at 7am this coming Monday (Feb. 16). We can go ahead
with this meeting as a follow-up to the last week. Or we can postpone for a couple of weeks and
build an agenda with new items. Im fine either way so please let me know what youd prefer.
Arvind
000373
000374
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano; Kahlon, Reny
RE: UBCC350
Monday, February 16, 2015 6:38:00 PM
Thanks John.
Arvind
-----Original Message----From: John Montalbano [mailto:jmontalbano@phn.com]
Subject: FW: UBCC350
I am not sure I passed this along to you. I did Greg but may have missed you both. Interesting indeed. Please see
below.
-----Original Message----From: Mark Mac Lean [mailto:maclean@math.ubc.ca]
Sent: Friday, February 13, 2015 11:06 PM
To: John Montalbano
Subject: UBCC350
Dear John,
I have informed George Hoberg that I cannot submit the UBCC350 proposal to the Board without further processes
in the Faculty Association since it had not been through the Executive Committee and the referendum we held had
no such instruction. It is a longstanding policy (1997) of the FA that proper processes be undertaken if the
Association will be taking a public stand on any issue. The recent referendum was conducted to poll the faculty on
the UBCC350 proposal only, not to adopt it as an official proposal from the UBCFA.
I have advised George that it is likely UBCC350 should go through the AMS for this since the student vote was to
instruct the AMS to engage the University on this issue and any process involving the Faculty Association would
take more time.
I have not heard back from George since emailing him about this on Thursday, so I assume this is the route he has
chosen. He is likely disappointed, but I had had earlier conversations with him in which I had strongly indicated
that this was not a Faculty Association proposal and that we would not be taking it forward for UBCC350 even
after a positive vote on the referendum. Indeed, a 3 to 2 vote is enough of a split to trigger our policy to say that I
can only speak to the results of the referendum and not make claims about the meaning of those results.
It is clear from our policies that when my predecessors adopted such a policy, it was to prevent any president or
even executive from speaking on behalf of the faculty of the university without a clear mandate from the
membership to do so. I think that the support in favour of this proposal of about 16% of the membership does not
indicate such a clear mandate for me to take unilateral action.
It could be that the faculty members on UBCC350 will generate a resolution at our spring general meeting on this
issue, though I would expect they will take the clearer and more immediate route of going through the AMS.
Cheers,
Mark
000375
000376
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: Question re a discussion with Arvind
Thanks John, its an issue that comes to me quite often when Im in external meetings. I asked the
registrar to look into this a couple of months ago and your email spurred me to follow-up with her.
She tells me shes surprised at the many different cut-off dates that UBC uses for admissions
(anywhere from January to April). Once she gets a mapping of what decisions we make when, shell
look at strategies for prioritizing earlier admissions to the best students. More as she gets a better
handle on the file.
Arvind
PS Shes also working on the articulation issue between campuses where shes starting to get some
traction.

To: Gupta, Arvind; Gupta, Arvind (mitacs.ca)
Subject: FW: Question re a discussion with Arvind
Importance: High
Arvind, please see below as a follow up to your Calgary meeting re UBC admission concerns. I must
22
admit, I have been hearing (and seeing) this concern for many years now.
He is persistent, and passionate about UBC, so I
22
would appreciate any feedback you may have.
Regards,
John
From:
22
Sent: Sunday, February 15, 2015 3:14 PM
To: John Montalbano
Subject: Question re a discussion with Arvind
Hi John
I hope you are well. I attended a small gathering last week here in Calgary with Arvind Gupta. I raised the
topic of UBC's admissions and student recruitment as being uncompetitive. Several people at the
roundtable discussion were in violent agreement with my concern (basically, anyone who has a child who
has applied to UBC as well as other top undergrad programs shares this concern).
As I'm now learning with my grade 12 daughter, the issue goes well beyond UBC's late offer date. Other
schools like Western have a very aggressive recruitment process for kids with offers, and this starts in
mid January. By the time UBC gets around to making offers, we have already lost some top candidates
to other schools.
Arvind agreed with me that UBC has an issue, but it wasn't clear to me if anything was being done about
000377
it.
The question I would pose is "What can UBC do to become distinctive in the recruitment of top students,
and by doing so, what are the potential benefits to UBC from increased offer yield rates to justify potential
investments required?".
John, I wanted to check with you to see if there is an initiative underway to address this issue, and if not,
whether I can help move this forward. I think it's very important given UBC's aspiration to move from Top
25 to Top 10.
thanks for your thoughts,
22
ormation contained in this electronic message is for the exclusive and confidential use of the addressee. Any
000378
From:
To:
Bcc:
Subject:
Date:
Gupta, Arvind
John Montalbano
Lucarino, Anna
RE: Monday
Good. See you then.

Arvind

To: Gupta, Arvind
Subject: RE: Monday
My office would be great. It is only three blocks away from your next meeting. 200 Burrard Street
(Waterfront Center). 20 floor.
Regards,
John

To: John Montalbano
Subject: RE: Monday
Great. Let me know wheres a good place to meet.

Arvind

To: Gupta, Arvind
Subject: RE: Monday
Why dont you come downtown? That seems most convenient for you and you wont be rushed to
your next meeting.
Regards,
John
000379

To: John Montalbano
Subject: RE: Monday
Hi John, On the 2nd how is 4pm to 5pm in my office? Or if we can do it downtown, 4pm to 5:30pm. I
have to be downtown for a meeting at 5:30 in Harbour Centre.
Arvind

To: Gupta, Arvind
Subject: RE: Monday
March 2nd would work. 4pm?
Regards,
John

To: John Montalbano
Subject: RE: Monday
for me:
March 1 anytime
Arvind

To: Gupta, Arvind
Subject: Re: Monday
000380
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
FW: follow up
Tuesday, February 17, 2015 9:09:34 PM
Follow up from 22 If you take him up on the offer,

Nothing to do otherwise
22
22
From:
To: John Montalbano
Subject: Re: follow up
Hi John
Thanks for the follow up. The opportunity of course for UBC goes well beyond adjusting offer dates, and
requires thought about how best to move from a passive admissions approach to being targeted,
proactive and distinctive.
As a starting point, I'd be happy to meet with Kate Ross, who is fairly new into her role as registrar. The
first step would be some basic analytics to better understand the opportunity (offer yield rates by
faculty/department, competitive offerings from other schools etc) before considering different solutions. If
this moved forward, it would require aworking group representing different teams beyond
registrar/admissions (communications and marketing for sure).
It's a big opportunity for UBC.
22
On Tuesday, February 17, 2015 10:49 AM, John Montalbano <jmontalbano@phn.com> wrote:
Arvind has been on the road but here is his response to your email/concern:
Thanks John, its an issue that comes to me quite often when Im in external
meetings. I asked the registrar to look into this a couple of months ago and your
email spurred me to follow-up with her. She tells me shes surprised at the many
different cut-off dates that UBC uses for admissions (anywhere from January to
April). Once she gets a mapping of what decisions we make when, shell look at
strategies for prioritizing earlier admissions to the best students. More as she gets a
better handle on the file.
Arvind
22
I will be sure to follow up and ensure that Arvind knows you are available for
assistance. More to come.
Regards,
John
000381
000382
From:
To:
Cc:
Subject:
Date:
John Montalbano
Greg Peet; Gupta, Arvind; "Alice Laberge "
Kahlon, Reny
RE: U of C on not divesting
I actually believe that would be the responseit should be in fact.
Regards,
John
22
From: Greg Peet [mailto
To: 'Gupta, Arvind'; John Montalbano; 'Alice Laberge '
Cc: 'Kahlon, Reny'
Subject: RE: U of C on not divesting
And were the provincial government to then to suggest
Do that and we will not provide you with any government funding that is derived from fossil fuels
(which would of course be the majority of it). [Consistent with proponents principal argument]
I wonder if that conversation has already occurred?

22
; Alice Laberge
Cc: Kahlon, Reny
Subject: RE: U of C on not divesting
22
Arvind

22
To: Greg Peet
Gupta, Arvind; Alice Laberge
Cc: Kahlon, Reny
Subject: FW: U of C on not divesting
I credit U of C with just coming out and declaring they wont divest. See article below
000383
Financial Post article on the UofC not divesting.
http://business.financialpost.com/2015/02/12/university-of-calgary-will-not-divest-from-fossilfuels/?__lsa=d653-f34e
000384
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Transit Referendum
Tuesday, February 24, 2015 10:36:50 AM
Great letter and I like the three points. Thanks for sharing.
Regards,
John

To: John Montalbano
Subject: FW: Transit Referendum
John, Please find enclosed the letter we sent to the yes coalition for the transit plebiscite. Best.
Arvind
From: Gupta, Arvind

To: 'gregor.robertson@vancouver.ca'
Subject: Transit Referendum
Dear Gregor,
I wanted to let you know that UBC will be supporting the yes option in the upcoming transit
referendum. Please see letter attached that lays out more of the background and rationale for our
decision.
While we will be coordinating the most appropriate timing and venue for an announcement in the
coming weeks with the Yes campaign team, I wanted to let you know directly about this decision
and say how much we look forward to working with our regional partners in the coming years to
help create an expanded transit system that will ease congestion, enhance air quality and bolster
our growing knowledge economy. In association with this decision, we are also planning voter
education and information activities aimed at encouraging our community to participate in the vote.
As always, I would be happy to talk with you more about this and look forward to seeing you soon.
To arrange a call, please contact my office directly at 604.822.9206.
Yours truly,
Arvind
000385
Arvind Gupta
000386
000387
000388
From:
To:
Subject:
Date:

Kahlon, Reny
FW: Meeting with Gavin

Sent: Wednesday, February 25, 2015 9:40 AM
To: Arvind Gupta
Subject: Meeting with Gavin
I had an update meeting with Gavin recently, which went very well. He clearly thinks very highly of
you and believes he has your support. Just a heads up, that I encouraged him to
13
13
Regards,
John
000389
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Private
Thursday, March 05, 2015 10:28:07 PM
Oh boy. Good luck.
Regards,
John

Sent: Thursday, March 05, 2015 10:24 PM
To: John Montalbano
Subject: RE: Private
Yes. Were expecting some hard pushback in the morning.

Arvind

To: Gupta, Arvind
Is this the aboriginal issue?
Regards,
John

To: John Montalbano
I will get an agenda to you.
Tonight were all hands on deck on a sensitive issue that breaks tomorrow. We found out this
000390
morning and have been going flat out. Unfortunately it will be messy no matter how I look at it. If
youre free tomorrow early morning perhaps we can have a quick call. Im free before 7:45am.
Arvind

To: Gupta, Arvind
Just give some thought in advance what you would like to talk about. It is your hour with us. Even
float
13
Regards,
John

To: John Montalbano
Its tough love but in the end itll be better. Let me know if I need to do anything.
Arvind

To: Gupta, Arvind
Ok great. I am fine with that.
13
13
Regards,
John
000391

To: John Montalbano
Hi John,
13
13
Arvind

To: Gupta, Arvind
Subject: Private
Arvind, I was
13
13
13
Regards,
John
From: arvind.gupta@ubc.ca [mailto:arvind.gupta@ubc.ca]

Sent: Thursday, March 05, 2015 10:58 AM
To: John Montalbano
Cc: Lucarino, Anna
Subject: Re: March 9th Meeting with Board
Great, see you then.

Anna please coordinate with Reny.
Arvind

Date:03-05-2015 07:30 (GMT-08:00)
Cc: "Lucarino, Anna" <anna.lucarino@ubc.ca>
Subject: Re: March 9th Meeting with Board
000392
Where should we meet? Your office ok?

From: Gupta, Arvind
To: John Montalbano
Cc: Lucarino, Anna
Subject: RE: March 9th Meeting with Board
Thanks John. That sounds like a good plan. Could we do it 11:15am to 1:00pm? Im across campus
until 11:00am and can come from there.
Arvind

Sent: Wednesday, March 4, 2015 8:39 PM
To: Gupta, Arvind (mitacs.ca); Gupta, Arvind
Subject: March 9th Meeting with Board
Arvind, Greg cancelled a finance committee meeting at 11am on the 9th. As he and I will be
there with Lyndsay for an SRI meeting, do you want to meet with us to have a chat in
confidence with private members of the Board as we discussed? Doug may be in town as well.

000393
000394
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: sorry do you want to connect?
Friday, March 06, 2015 8:49:35 AM
Ok I was wondering if you were attending. Being available will be important.
On a related note, I have touched base with our public speaking serving provider to provide a
proposal for your review. Just an fyi.
Regards,
John

Sent: Friday, March 06, 2015 8:46 AM
To: John Montalbano
Subject: Re: sorry do you want to connect?
Sorry but now in meetings. Press conference starts at 9:30. We have people there but have
decided I'll not attend. I will be available for media if needed.
Arvind
Date:03-06-2015 08:19 (GMT-08:00)
To: "Arvind Gupta (arvind.gupta@ubc.ca)" <arvind.gupta@ubc.ca>, Arvind Gupta
<arvind@mitacs.ca>
Cc:
Subject: sorry do you want to connect?
Regards,
John
000395
000396
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: Issue Update
Friday, March 06, 2015 4:48:00 PM
Great news. Thanks for letting me know.

Arvind

Sent: Friday, March 6, 2015 4:46 PM
To: Gupta, Arvind
Subject: Re: Issue Update
Good to hear Arvind thank you. I was on campus at 2 for a donation ceremony at the Brain
Center and did not see or hear anything...other than Davis Cup supporters. As an fyi, one of
the senior partners of my old firm who mentored today donated 1.4 million to Parkinson
research. Gavin did a great job as MC.

From: Gupta, Arvind
To: John Montalbano
Subject: Issue Update
Hi John, So far there hasnt been adverse coverage but were monitoring closely. We are expecting
some fall-out, likely tonight or tomorrow but it should be more blunted than what-could-have-been.
Huge kudos to Susan Danard (Public Affairs), David Hurford (Presidents Office), and Linc Kessler
(Special Advisor to the President) whove been working on this around the clock since Wednesday
night when the issue first emerged. They are all standing by tonight and tomorrow and they will be
in constant touch with me in case things flame up.
Arvind
000397
From:
To:
Bcc:
Subject:
Date:
Gupta, Arvind
John Montalbano
Lucarino, Anna
RE: Topics for discussion on Monday
Friday, March 06, 2015 4:51:00 PM
Ill ask Anna to have extra lunch on hand so were covered. Have a good weekend.
Arvind

To: Gupta, Arvind
Subject: Re: Topics for discussion on Monday
Alice said she was joining us so maybe that changed. I will circle back on that. I think this is a
very good list. Let's go with it.

From: Gupta, Arvind
To: John Montalbano
Subject: Topics for discussion on Monday
Hi John,
Here is the proposed agenda for Mondays meeting:
1. Updated strategic plan.
2. Capital projects and liquidity. I will share my perspective on this and seek advice on where
we go from here.
3. Executive Structure. Three issues:

a. Update on VP-Finance and VP-External search
b. My current thinking around the structure of the executive team.
c. The structure of the Presidents office.
Advice on the last two issues in particular would be appreciated.
4. Centennial Scholarship Fund. Various proposals are floating around on this. Id like to share
my view so we can discuss next steps.
Please let me know if you see any changes after which we can distribute to the group. Reny tells us
that Alice and Lindsay are unavailable so it will be me, you, Greg, and Doug.
Arvind
000398
000399
From:
To:
Subject:
Date:
John Montalbano
Lucarino, Anna; Gupta, Arvind
Re: Monday with Arvind
Saturday, March 07, 2015 9:44:30 AM
Ok thanks Anna. I have not seen anything from Reny. I will inform the group or perhaps you
can send a meeting request?
Sent: Saturday, March 7, 2015 9:34 AM
Subject: RE: Monday with Arvind
Dear Arvind and John,
I connected with Reny after she coordinated the Ideas Lounge in order to move the meeting to Arvind's
office. My understanding is that she was going to contact the group again with the new location.
I'll ensure we get a note to everyone to confirm.
Thanks for letting me know,
Anna
From: Gupta, Arvind

To: John Montalbano
Cc: Lucarino, Anna
Subject: RE: Monday with Arvind
Ok, not sure whats going on. Anna, can you please figure this out? Thanks.
Arvind
To: Gupta, Arvind
Cc: Lucarino, Anna
Subject: Re: Monday with Arvind
Reny sent an invite for Ideas Lounge. I thought it was coordinated between her and Anna.
To: John Montalbano
Cc: Anna Lucarino
I'm confused - didn't we agree to meet in my office? I think that's where Anna arranged lunch.
000400
Arvind

Date:03-06-2015 19:34 (GMT-08:00)
To:
22
Cc: Gupta Arvind <arvind.gupta@ubc.ca>
Terrific, thank you. We are at a private room at Ideas lounge in the Wall Institute apparently
being the same building as the Faculty Club.
From:
22
To: John Montalbano
22
Reply To:
Yes I can attend.

22
Sent from my BlackBerry device on the Rogers Wireless Network

Date: Sat, 7 Mar 2015 00:54:35 +0000
22
To:
Subject: Monday with Arvind
Hi 22 I am just confirming whether you are able to join us Monday? I originally had you as
a yes but Arvind passed along that you could not, so just reconciling!! It is from 11:30 to 1.
Thanks as always.
000401
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Embargoed: 2015 World Reputation Ranking for your institution
Monday, March 09, 2015 7:26:21 AM
Thanks for sharing this. No doubt this will be a topic of discussion across
campus.
Regards,
John

Sent: 2015, March, 09 6:22 AM
To: John Montalbano
Subject: Embargoed: 2015 World Reputation Ranking for your institution
Hi John, Over the past four years, UBCs reputation ranking on Times Higher:
2012: 25
2013: 31
2014: 33
2015: 37
We may slip further as these tend to be lagging indicators.

Arvind
From: THE World University Rankings [mailto:the@mail.timeshighereducation.co.uk]

Sent: Monday, March 9, 2015 4:06 AM
To: Gupta, Arvind
Subject: Embargoed: 2015 World Reputation Ranking for your institution
Subject to a strict worldwide embargo until 21.00 on 11 March
View email with images
000402
THE
EMBARGOED UNTIL 21.00 (GMT), WEDNESDAY 11 MARCH 2015

I am pleased to inform you that on 11 March 2015, University of British Columbia will be
ranked #37 in the Times Higher Education World Reputation Rankings 2015.
Please note that this information is subject to a strict worldwide embargo until 21.00 (GMT)
on 11 March, and is not for publication or distribution before then.
The reputation-only rankings are a subsidiary of the annual THE World University Rankings,
published in the autumn. The 2015 reputation rankings are based on the worlds largest
invitation-only survey of academic opinion, featuring 10,500 respondents from 142
countries.
In just five annual rounds, the invitation-only survey, now carried out by THE in partnership
with Elsevier, has attracted almost 70,000 responses from senior, published scholars,
providing a rich and unique insight into the academic prestige of universities across the
globe.
For more information about your results, or for help with comment for the media from Phil
Baty, editor, Times Higher Education Rankings, please email:
rankings@timeshighereducation.com.
If you would like to use a THE World Reputation Rankings logo, entirely free of charge, on
your website or on other publicity materials, please download our image pack.
When referring to the results in any internal or external communications, please credit Times
Higher Education World Reputation Rankings and provide a link to the full results at
www.thewur.com.
To advertise with Times Higher Education, please contact Matthew Clancy:
matthew.clancy@timeshighereducation.com; +44 (0) 20 3194 3084.
000403
Yours sincerely,
Phil Baty
Editor, Times Higher Education Rankings
SMALL PRINT
LOCATION
Read the THE Privacy Policy.
TES Global Ltd is registered in England

(Company No 02017289)
with its registered office at
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Please note that replies to this email address are

not monitored.
STAY CONNECTED
000404
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: Runny 15 minutes late
Monday, March 09, 2015 11:26:00 AM
Ok.
Arvind

Sent: Monday, March 9, 2015 11:23 AM
To: Arvind Gupta; Gupta Arvind
Subject: Runny 15 minutes late
S tart without me!

000405
From:
To:
Cc:
John Montalbano
Richard Johnston
"Lane Merrifield"; Kahlon, Reny; Alice Laberge; Mitchell, Doug H.; Treschow, Michael; Dunn, Shannon; Johnston,
Richard; David Sidoo; Lane; Celeste Haldane; Fiona Macfarlane; Birgit Bennett; Alan Shuster; Fung, Kenneth;
Fernandez, Darran; Mitchell, Doug H.; Lehman, Darrin; Roach, Christopher; Lindsay Gordon
Robyn Giffen; Greg Peet
; "Nina Karimi"
22
22
Gupta, Arvind
22
Re: MONTALBANO - Crusader for Women
Thursday, March 12, 2015 10:42:27 AM
Subject:
Date:
22

From: Richard Johnston
To: John Montalbano
Cc: 'Lane Merrifield'; Reny Kahlon; Alice Laberge; Mitchell, Doug H.; Treschow, Michael; Dunn, Shannon;
Johnston, Richard; David Sidoo; Lane; Celeste Haldane; Fiona Macfarlane; Birgit Bennett; Alan Shuster;
Fung, Kenneth; Fernandez, Darran; Mitchell, Doug H.; Lehman, Darrin; Roach, Christopher; Lindsay
Gordon
); Robyn Giffen; Greg Peet
); 'Nina Karimi'
22
22
; Gupta, Arvind
22
Subject: Re: MONTALBANO - Crusader for Women
22
On 2015-03-12, at 1:28 PM, John Montalbano wrote:
22
22
From:Lane Merrifield [mailto:
Sent:2015, March, 12 10:04 AM
To:John Montalbano
Cc:Reny Kahlon; Alice Laberge; Mitchell, Doug H.; Treschow, Michael; Dunn, Shannon;
Johnston, Richard; David Sidoo; Lane; Celeste Haldane; Fiona Macfarlane; Birgit Bennett;
Alan Shuster; Fung, Kenneth; Fernandez, Darran; Mitchell, Doug H.; Lehman, Darrin;
; Robyn Giffen; Greg
Roach, Christopher; Lindsay Gordon
22
Peet (
; 'Nina Karimi'
; Gupta, Arvind
22
22
Subject:Re: MONTALBANO - Crusader for Women
22
On Mar 12, 2015, at 8:55 AM, John Montalbano

<jmontalbano@phn.com> wrote:
22
000406
22
000407
Regards,
John
John Montalbano CFA| CEO,RBC Global Asset ManagementInc.

/Phillips, Hager & North Investment Management || T. (604) 408 6062 | F.
(604) 408 6024 |jmontalbano@phn.com
From:Kahlon, Reny [mailto:rkahlon@mail.ubc.ca]

Sent:2015, March, 12 8:34 AM
To:'Alice Laberge'; 'Mitchell, Doug H.'; Treschow, Michael; Dunn, Shannon;
Johnston, Richard; 'David Sidoo'; 'Lane'; 'Celeste Haldane'; 'Fiona
Macfarlane'; 'Birgit Bennett'; 'Alan Shuster'; Fung, Kenneth; Fernandez,
Darran; 'Mitchell, Doug H.'; Lehman, Darrin; Roach, Christopher; 'Lindsay
Robyn Giffen; Greg Peet ( 22
Gordon (
22
22
'Nina Karimi' (
John Montalbano;
22
Gupta, Arvind
Subject:MONTALBANO - Crusader for Women
http://www.vancouversun.com/opinion/columnists/Daphne+Bramha
m+John+Montalbano+surprising+crusade/10881036/story.html;
Daphne Bramham: John

Montalbanos surprising
crusade for women
Its a passion borne from experience
Comment
0
Story
Photos ( 1 )
<image001.jpg>
John Montalbano, CEO of RBC Global Asset

Management, is being awarded for championing the
advancement of women and minorities in the financial
industry.
Photograph by: Jenelle Schneider , SUN
After John Montalbano took the job as CEO of RBC Global Asset
Management a decade ago, he became a crusader for women and
minorities in the testosterone-driven world of finance.
000408
He insisted on diversity within the company, which now has 1,400

employees managing $375 billion in assets, and put in place the
supports that allow women and minorities to thrive.
His desire for change didnt come only from the studies and reports
that indicate diversity is good for business because when
Montalbano went looking for solid, academic research, he didnt find
much.
Its why a few years ago he and his wife, Dana, donated $2 million to
the University of British Columbia to establish a professorship in
leadership studies related to women and diversity.
Montalbanos passion to overturn the hierarchical, Anglo-Saxon
corporate structure was borne of his own experience.
Soon after he became CEO, Dana was passed over for a deserved
promotion because she was pregnant with their first child.
But it began long before that.
Recently, Montalbano received a Grade 5 report card from 1945 in
the mail from Italy. It was his mothers, in which Francesca was
described as superiore. It was her last report card.
Francescas father died that year. Her mother had to run the family
store and Francesca, the eldest, was forced to stay home to care for
her siblings.
Montalbano tears up as he talks about how his mother suffered
depression all of her life. Her dream was crushed ... She always
spoke of the loss of opportunity and how she had always wanted to
be a professor.
Sal, his immigrant father, was an underground miner and later a
janitor at BC Hydro. He felt the sting of discrimination and
frequently warned his son and daughter that because of their
surname, some day so would they.
Growing up in East Vancouver, John and his sister, Susanna, were
spared that as kids. But the day inevitably came.
On a day that should have been one of the proudest of my life, I was
made to feel one inch tall, says Montalbano.
Hed been asked to become a partner in the storied Vancouver
investment firm of Phillips, Hager & North and had gone to the
firms banker of nearly 30 years to get a loan to buy his share.
Instead of a simple application and handshake, it required several
interviews.
Finally, he asked, Why all the questions?
The manager with a double-barrelled, Anglo-Saxon name smiled. He
listed the named partners and recited those not listed on the company
letterhead. All were Anglo-Saxon. At the end, the banker added,
Montalbano ... Now, tell me. Which one doesnt fit?
Told of what had happened, the partners immediately voted to move
their account.
Thats what supporting diversity looks like.
Montalbano describes supporting diversity as shutting down the offramps that hinder success. It means listening to what employees need
to be successful, whether its flexible work hours, more training or
assuring mothers (and fathers) that if they take maternity/paternity
000409
leave, it wont kill their career.

All of this, he insists, is good for business. When leaders look more
like the customers and clients that they serve, the decisions are
better. Discussions are more professional, less jocular. With too
many men at the table, he says, they often look only at the upside
and pay too little attention to risk.
The information contained in this electronic message is for the exclusive and
confidential use of the addressee. Any other distribution, use, reproduction or
alteration of the information contained in this electronic message, by the addressee or
by any other recipient, without the prior written consent of the sender is strictly
prohibited. If you have received this electronic message in error, please notify the
sender.
sender.
000410
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind; Gupta, Arvind (mitacs.ca)
Kahlon, Reny
Call Notes
16
Friday, March 13, 2015 5:04:15 PM
Very good and collegial lunch. As expected he is fully up to speed on most issues.
13, 16
Regards,
John
000411
14
000412
14
000413
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano (jmontalbano@phn.com)
In case you haven"t seen this
Tuesday, March 31, 2015 9:46:00 PM
http://dailyorange.com/2015/03/syracuse-university-announces-it-will-divest-from-fossil-fuels/?
utm_content=buffer1a8f1&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
000414
From:
To:
Bcc:
Subject:
Date:
Gupta, Arvind
John Montalbano
Hurford, David
RE: Re athletics.
Tuesday, April 07, 2015 11:42:00 PM
Hi John, I am writing from Beijing between meetings. As you know, personnel issues are sensitive to
privacy and confidentiality concerns especially when the relevant individuals wants it. Here we tried
to maintain a tight circle. Senior public affairs and athletics personnel have been working on a
comms plan for various scenarios including spokespeople. I do know that Louise was reviewing
potentially upset people and wondering who could speak if we needed it. So it doesnt surprise me
that David might be approached.
I suggest Board members should refer any personnel issues to the university (except perhaps for the
President which they should refer to the Board chair). Not sure they needed a specific briefing on
this. You do make an excellent point about briefing the Board chair on sensitive files so something
to review with Lisa. We can talk more when I return.
Arvind

Sent: Tuesday, April 7, 2015 10:07 PM
Subject: Re athletics.
Well it is late Toronto time and I will pack it in. I understand that Ashley will have her
announcement made tomorrow. If so, I am very surprised I was not, nor the Board, given the
professional courtesy of a "heads up" given all that we endured the last go round. Like I said, I
hope it is not the case but if so then I have been placed in a very embarrassing situation of
having a Board member hear before me about the announcement and I am void of
information re the announcement, new structure, our communication plan et al.
I have asked for the communication plan and see that this announcement tomorrow has been
in the works for some time, including a change in reporting lines and yet no call to be
informed -although tomorrow we will be calling alumni and and other key constituents...no
mention of the Chair or Board anywhere. There is mention that David Sidoo will be a
spokesperson yet he will be very upset about this change. How have the other spokespeople
been prepared? Is Doug aware of this announcement? While I was aware of her pending
resignation, I would have thought that a timely update would therefore be appropriate at
least a day in advance.
This is very disappointing and I think we need to reflect on this experience.
John M.
000415

Sent: Wednesday, April 8, 2015 12:03 AM
To: Gupta, Arvind (mitacs.ca)
Subject: You free for a chat? Re athletics.
Regards, John M.
000416
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: Re athletics.
Wednesday, April 08, 2015 12:01:00 AM
Hi John, I was just told that the comms plan calls for Board outreach in the morning before the
announcement goes out.
Arvind

Sent: Tuesday, April 7, 2015 10:07 PM
Subject: Re athletics.
Well it is late Toronto time and I will pack it in. I understand that Ashley will have her
announcement made tomorrow. If so, I am very surprised I was not, nor the Board, given the
professional courtesy of a "heads up" given all that we endured the last go round. Like I said, I
hope it is not the case but if so then I have been placed in a very embarrassing situation of
having a Board member hear before me about the announcement and I am void of
information re the announcement, new structure, our communication plan et al.
I have asked for the communication plan and see that this announcement tomorrow has been
in the works for some time, including a change in reporting lines and yet no call to be
informed -although tomorrow we will be calling alumni and and other key constituents...no
mention of the Chair or Board anywhere. There is mention that David Sidoo will be a
spokesperson yet he will be very upset about this change. How have the other spokespeople
been prepared? Is Doug aware of this announcement? While I was aware of her pending
resignation, I would have thought that a timely update would therefore be appropriate at
least a day in advance.
This is very disappointing and I think we need to reflect on this experience.
John M.
Sent: Wednesday, April 8, 2015 12:03 AM
To: Gupta, Arvind (mitacs.ca)
Subject: You free for a chat? Re athletics.
Regards, John M.
000417
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
David Hurford
22
RE:
proposal
13.22
Monday, April 13, 2015 8:48:06 AM
13,22
Ok thanks.
prof that could help. Let me know your thoughts. See below:
. Apparently there is a UBC
Regards,
John
Hi John,
I hope this message finds you well! In regards to

suggest the first option for two reasons:
13,22
we've sourced two options. I
13,22
000418
13,22
000419
From:
To:
Cc:
Subject:
Date:
Gupta, Arvind
John Montalbano
David Hurford
22
RE:
proposal
13,22
Monday, April 13, 2015 8:16:00 AM
Hi John, I had a chance to read this carefully while away and think its a great proposal. Thanks again
for arranging it. Im including David Hurford so we can follow-up
directly. See you later
13,22
today.
Arvind

To: Arvind Gupta
Subject: FW:
proposal
13,22
13,22
Regards,
John
000420
From:
To:
Cc:
Subject:
Date:
John Montalbano
Mark Mac Lean
RE: Policy 81
Wednesday, April 15, 2015 5:12:27 PM
Mark, thank you for your kind words and indeed, we officially passed the resolution yesterday.
It was a very healthy process and we valued your leadership and spirit of collaboration
throughout.
Regards,
John
From: Mark Mac Lean [mailto:maclean@math.ubc.ca]

Sent: 2015, April, 14 10:29 AM
To: John Montalbano
Cc: Kahlon, Reny
Subject: Policy 81
Dear John,
I want to thank the Board of Governors for the invitation to attend todays meeting to see the
discussion and vote on the amended Policy 81. It is unfortunate that I am out of town today
(at UBCO) and so will miss this final step in what has been an important process.
I wish to express my gratitude for the willingness of the Board to reconsider a policy so soon
after passing it. This was a strong and important statement from the Board that it gives great
thought to issues that affect UBC faculty.
I wish to thank the Provosts for their leadership in leading this discussion within the
Administration. I will particularly acknowledge my colleague Professor Dave Farrars work
to ensure that this conversation has been carried out in a way that has regenerated a strong
sense of trust with the faculty.
I wish to thank the members of the policy committee for carrying out their work on
considering the revisions to Policy 81 in such a thoughtful way, and in such a tight timeline. I
am particularly grateful to Mr. Hubert Lai, University Counsel, for the time he has spent
helping me to understand that process and the effects of the changes that were considered
during the revision process. Huberts attention to detail and dedication to creating a strong
relationship between the University and its faculty is noteworthy.
This process has demonstrated to me that there is much to be gained by working on the basis
of a trust relationship between the University and the Faculty Association. Todays passing
000421
of the revised Policy 81 will ultimately resolve a grievance, but I think the process itself has
generated much good will in this important relationship.
I will be attending the CAUT Council at the end of April and I look forward to asking the
CAUT to withdraw its censure motion against UBC.
I look forward to a continuing strong relationship with the Board of Governors, and once
again, thank the Board for their willingness to listen to the faculty and engage with us.
Cheers,
Mark
Mark Mac Lean
President | UBC Faculty Association
1984 Mathematics Road | Vancouver, BC Canada V6T 1Z2
Phone 604 822 3883
maclean@math.ubc.ca
000422
14
000423
14
000424
14
000425
From:
To:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind
On more
Thursday, April 30, 2015 12:20:32 PM
Harvard Business review Collective Genius.pdf
Regards,
John
000426
000427
000428
000429
000430
000431
000432
000433
000434
000435
000436
From:
To:
Subject:
Date:
Attachments:
John Montalbano
; Gupta, Arvind
22
RE: Meeting with President : Urgent and confidential :
Friday, May 01, 2015 10:35:22 AM
image001.jpg
We hope things are back on track if you will! A few things to celebrate of late in football,
baseball, soccer among other things. Thanks for your note and well wishes!
Regards,
John
John Montalbano CFA,

Vice Chair
RBC Wealth Asset Management Inc. | T. (604) 408 6062 | F. (604) 408 6024 | jmontalbano@phn.com
From:
22
Sent: 2015, April, 30 9:34 AM
To: 'Gupta, Arvind'; John Montalbano
Subject: RE: Meeting with President : Urgent and confidential :
Dr. Gupta and John:
Great announcement / progress yesterday regarding UBC Baseball well done !!
I sense (and can see) that even more special advancements can occur for the Athletic Department
overall and UBC as a whole moving forward via your stewardship.
Keep up the great work !!
Sincerely,
22
000437
000438
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Some ideas on deans" engagement
Friday, May 01, 2015 9:02:15 PM
Good see and hear. Arvind, I appreciated our chat and mutual candor. I heard your concerns
and understand
I also felt heard. Have a
22
good weekend.
Regards,JohnM.
From: Gupta, Arvind
Sent: Friday, May 1, 2015 7:10 PM
To: John Montalbano
Subject: FW: Some ideas on deans' engagement
Hi John, Things seem to be going well with the Deans now (or at least I think so). Thanks again for
22
coming over today and hope you werent too late in
Talk soon.
Arvind
From: Gupta, Arvind
To: Averill, Gage
Cc: Gorsuch, Anne; Redish, Angela
Subject: RE: Some ideas on deans' engagement
Dear Gage,
Thanks for your note and for raising these issues. Anji and I will be speaking about having me come
to Deans Council regularly. My suggestion is that we determine what agenda items make the most
sense for my discussion with the Deans, some of which may well be related to the strategic plan. Im
also fine with extra-ordinary meetings such as the Deans breakfasts. Anji and I will also discuss the
process for decanal engagement in the strategic planning exercise. We need that to work well so
that we can all own the strategic plan. I like your idea of working groups but lets flesh out details
once we meet and decide on the overall framework. I also suspect that engagement will happen at
multiple stages of the process. Finally, perhaps the Deans can start thinking about how best to
solicit input from all members of our community.
For moving the process on discussing the Provost Model, my office and the VP-HR are putting
together this together now and have always planned on significant participation by the Deans. As
soon as we have a draft of the process ready, well circulate to all the Deans for input. Selection of
the Provost will, I am sure, also involve plenty of input from the Deans.
Gage, feel free to come see me if there is anything youd like to discuss on these or other issues.
Have a very good weekend.
Arvind
000439
From: Averill, Gage

To: Gupta, Arvind
Subject: Some ideas on deans' engagement
Dear Arvind,
Thanks very much for our meeting last Friday and for your follow-up note. The Deans are grateful
for your willingness to engage on matters ranging from last weeks announcement of the review
of the Provost model to the strategic planning opportunities mentioned in your most recent email.
Thank you also very much for your invitation to participate in these important processes.
As we noted last Friday, we appreciate your need to move forward with several different complex
consultation processes virtually simultaneously. We are committed to offering strong support to
you and Interim Provost/VP Academic Redish, and in response to your request, wed like to
discuss with you initiatives like those below designed to support broad engagement with the
Deans:
Quarterly Meetings: Our recent discussion confirms our mutual interest in broadening the
base of communication. Quarterly meetings with you, the Provost and the Deans
would be most helpful. If convenient for you, we suggest taking advantage of the
usual Wednesday morning meeting time slot. We would be pleased to arrange for a
separate meeting time if helpful given the demands on your schedule.
Provost Model: We look forward to learning more about the consultation process associated
with the review of the Provost/VP Academics portfolio and to ensuring the fulsome
participation of the Deans in this important matter.
Provost Search: We look forward to learning more about the proposed timeline for initiating
the search process for the Provost/VP Academic and to providing feedback to the
Search Committee once it is established under Board Policy 18 in the fall.
Strategic Planning: We briefly discussed some of the challenges of the strategic planning
process at our meeting last Friday and appreciate your follow up note. We look
forward to working with the Provost to develop a process that will engage the Deans
more fully in direct dialogue with you about this important effort. Given the
complexity and importance of the planning process, it could be possible to establish
working groups with significant opportunity for decanal involvement to help refine
and implement key aspects of the plan.
We appreciate your openness to further communication on these important matters.
Best regards,
Gage
000440
From:
To:
Subject:
Date:
John Montalbano
Mark Mac Lean; Gupta, Arvind
Re: CAUT
Saturday, May 02, 2015 4:38:01 PM
This is indeed wonderful and important news, highlighting a spirit of collegiality required
within a great institution. Well done to you both and thank you.
Regards,JohnM.
From: Mark Mac Lean
Sent: Saturday, May 2, 2015 1:47 PM
To: arvind.gupta@ubc.ca
Cc: John Montalbano
Subject: Re: CAUT
Arvind,
Thank you. I will be sending a formal announcement to the faculty later this week. The
feedback I have from faculty tells me that they are appreciative of the process that has gotten
us to this end.
I am certain that we can continue to find resolutions to disagreements like this through
thoughtful discussion and commitment to collegial processes.
Cheers,
Mark
On May 2, 2015, at 12:16 PM, arvind.gupta@ubc.ca wrote:
That's fantastic Mark. I want to especially thank you and the rest of the FA for
your willingness to work constructively with the administration in resolving
outstanding issues around Policy 81. I'm including John to share the good news
with him. Best.
Arvind
Sent from my Samsung device
-------- Original message -------From: Mark Mac Lean <maclean@math.ubc.ca>

Date: 05-02-2015 10:47 (GMT-08:00)
Subject: CAUT
Arvind,
000441
My motion to withdraw the threat of CAUT censure of UBC has passed

unanimously.
Mark
Mark Mac Lean
Department of Mathematics
The University of British Columbia,
1984 Mathematics Road,
000442
From:
To:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind
Re: Important Announcement: AVP Transition
Tuesday, May 05, 2015 7:14:11 AM
image001.gif
Ok thanks Arvind.
22
22
22
I appreciate the response.
Regards,JohnM.
From: Gupta, Arvind
Sent: Tuesday, May 5, 2015 7:09 AM
To: John Montalbano
Subject: RE: Important Announcement: AVP Transition
22
Arvind
Sent: Monday, May 4, 2015 11:31 AM
To: Gupta, Arvind
Subject: RE: Important Announcement: AVP Transition
Thanks.
22
22
Regards,
John
Vice Chair

Sent: 2015, May, 04 9:10 AM
To: John Montalbano
Subject: Fwd: Important Announcement: AVP Transition
000443
FYI.
-------- Original message -------From: "Miles, Barbara" <barbara.miles@ubc.ca>

Date: 05-04-2015 09:00 (GMT-08:00)
To: "Gupta, Arvind" <arvind.gupta@ubc.ca>, "Farrar, David" <david.farrar@ubc.ca>,
"Buszard, Deborah" <deborah.buszard@ubc.ca>, "Hepburn, John" <jhepburn@mail.ubc.ca>,
"Cowin, Louise" <louise.cowin@ubc.ca>, "Castle, Lisa" <lisa.castle@ubc.ca>, "Lai, Hubert"
<hubert.lai@ubc.ca>, "Mathieson, Cynthia" <cynthia.mathieson@ubc.ca>, "Hurford, David"
<dhurford@mail.ubc.ca>, "Gorsuch, Anne" <gorsuch@mail.ubc.ca>, "Redish, Angela"
<anji@mail.ubc.ca>
Subject: Important Announcement: AVP Transition
Dear Colleagues:
It is always difficult to say goodbye to a star, but our AVP Development, Heather McCaw will
be leaving us on June 30 to take up a new and exciting post in September as Vice-President,
Advancement at the University of Alberta. U of A will be announcing this formally at
1030AM PST after which time it will be public knowledge.
Heather has spent more than 20 years at UBC in two separate stints, most recently launching
and leading the Development side of our $1.5 billion start an evolutionfundraising and
alumni engagement campaign towards its successful conclusion.
This new role represents an immense tribute to Heather and to our collective achievements
here at UBC and I will be reflecting on how best to attempt to fill her shoes in the coming
months. There will be ample time for farewells, but I wanted you to be aware at the earliest
possible moment.
Best,
Barbara
Barbara Miles
Vice President, Development and Alumni Engagement
604-822-1585
wordmarks_signature220x100
000444
000445
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
Tuesday, May 05, 2015 9:09:19 AM
Can we have a quick chat please?
Regards,
John

Vice Chair

Sent: 2015, May, 05 9:01 AM
To: John Montalbano
Cc: Lucarino, Anna
Subject: RE: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
22
Arvind

To: Gupta, Arvind
Subject: Re: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
22
000446
Thanks for understanding.
Regards,JohnM.
From: Gupta, Arvind
To: John Montalbano
Hi John,
Arvind
22

To: Gupta, Arvind
22
Regards,JohnM.
From: Gupta, Arvind
To: John Montalbano
Subject: FW: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
FYI
From: Robin Ciceri [mailto:Robin.Ciceri@rucbc.ca]

To: Alan Shaver; Allan Cahoon; Andrew Petter; Gupta, Arvind; Daniel Weeks; Jamie Cassels
Subject: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
Good Morning,
Ive copied in below an email from Claire Avison regarding further changes to the 2015/16 mandate
letters which we had previously reviewed in January. Of specific concern is
13
I will keep you updated as we move through these discussions.
Regards,
Robin
From: Avison, Claire AVED:EX [mailto:Claire.Avison@gov.bc.ca]
000447
Robin, Ruth and Jim just want to let you know that a couple of changes are being made to the
2015/16 mandate letters based on direction weve received. This includes customizing the letters
based on the institutional mandate this will be managed in a similar fashion to last year with a
reference to the relevant legislation. Also being added in reference to the expectation for
adherence to government procurement and travel practices, management of executive
compensation, and negotiation of settlements within the Economic Stability Mandate. The
reference to procurement and travel practices is new content to the Mandate Letters - the other
items have been in previous GLEs.
I also want to confirm that we werent successful in our effort to move back to having these
letters signed by the board chair vs each individual board member.
Let me know if you want to discuss any of these changes I can convene a short call if helpful.
These letters are expected to go out later this month. thanks
Claire Avison | Assistant Deputy Minister, Sector Strategy and Quality Assurance | Ministry of
Advanced Education | Cell: 250-217-9059 | claire.avison@gov.bc.ca
000448
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind; Lucarino, Anna
Missed Call
Tuesday, May 05, 2015 2:34:55 PM
My apologies as I was under the impression that it was at 2:30. I am free this afternoon.
Regards,
John

Vice Chair
000449
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Some ideas on deans" engagement
Tuesday, May 05, 2015 2:48:56 PM
This was an excellent response to the Deans. Thank you for sharing.
Regards,
John

Vice Chair

Sent: 2015, May, 01 7:10 PM
To: John Montalbano
Subject: FW: Some ideas on deans' engagement
Hi John, Things seem to be going well with the Deans now (or at least I think so). Thanks again for
coming over today and hope you werent too late in picking up the kids. Talk soon.
Arvind
From: Gupta, Arvind

To: Averill, Gage
Subject: RE: Some ideas on deans' engagement
Dear Gage,
Thanks for your note and for raising these issues. Anji and I will be speaking about having me come
to Deans Council regularly. My suggestion is that we determine what agenda items make the most
sense for my discussion with the Deans, some of which may well be related to the strategic plan. Im
also fine with extra-ordinary meetings such as the Deans breakfasts. Anji and I will also discuss the
process for decanal engagement in the strategic planning exercise. We need that to work well so
that we can all own the strategic plan. I like your idea of working groups but lets flesh out details
once we meet and decide on the overall framework. I also suspect that engagement will happen at
multiple stages of the process. Finally, perhaps the Deans can start thinking about how best to
solicit input from all members of our community.
For moving the process on discussing the Provost Model, my office and the VP-HR are putting
together this together now and have always planned on significant participation by the Deans. As
000450
soon as we have a draft of the process ready, well circulate to all the Deans for input. Selection of
the Provost will, I am sure, also involve plenty of input from the Deans.
Gage, feel free to come see me if there is anything youd like to discuss on these or other issues.
Have a very good weekend.
Arvind
From: Averill, Gage

To: Gupta, Arvind
Subject: Some ideas on deans' engagement
Dear Arvind,
Thanks very much for our meeting last Friday and for your follow-up note. The Deans are grateful
for your willingness to engage on matters ranging from last weeks announcement of the review
of the Provost model to the strategic planning opportunities mentioned in your most recent email.
Thank you also very much for your invitation to participate in these important processes.
As we noted last Friday, we appreciate your need to move forward with several different complex
consultation processes virtually simultaneously. We are committed to offering strong support to
you and Interim Provost/VP Academic Redish, and in response to your request, wed like to
discuss with you initiatives like those below designed to support broad engagement with the
Deans:
Quarterly Meetings: Our recent discussion confirms our mutual interest in broadening the
base of communication. Quarterly meetings with you, the Provost and the Deans
would be most helpful. If convenient for you, we suggest taking advantage of the
usual Wednesday morning meeting time slot. We would be pleased to arrange for a
separate meeting time if helpful given the demands on your schedule.
Provost Model: We look forward to learning more about the consultation process associated
with the review of the Provost/VP Academics portfolio and to ensuring the fulsome
participation of the Deans in this important matter.
Provost Search: We look forward to learning more about the proposed timeline for initiating
the search process for the Provost/VP Academic and to providing feedback to the
Search Committee once it is established under Board Policy 18 in the fall.
Strategic Planning: We briefly discussed some of the challenges of the strategic planning
process at our meeting last Friday and appreciate your follow up note. We look
forward to working with the Provost to develop a process that will engage the Deans
more fully in direct dialogue with you about this important effort. Given the
complexity and importance of the planning process, it could be possible to establish
working groups with significant opportunity for decanal involvement to help refine
and implement key aspects of the plan.
We appreciate your openness to further communication on these important matters.
Best regards,
000451
Gage
000452
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
Lucarino, Anna
RE: expense protocol
Tuesday, May 05, 2015 2:53:00 PM
22
Regards,
John

Vice Chair

Sent: 2015, May, 05 9:01 AM
To: John Montalbano
Cc: Lucarino, Anna
22
Arvind

To: Gupta, Arvind
22
000453
22
Thanks for understanding.
Regards,JohnM.
From: Gupta, Arvind
To: John Montalbano
22
Arvind

To: Gupta, Arvind
22
Regards,JohnM.
From: Gupta, Arvind
To: John Montalbano
Subject: FW: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
FYI
From: Robin Ciceri [mailto:Robin.Ciceri@rucbc.ca]

To: Alan Shaver; Allan Cahoon; Andrew Petter; Gupta, Arvind; Daniel Weeks; Jamie Cassels
Subject: Emailing: 98643 - 2015-16 Mandate Letter- finaledits.pdf
Good Morning,
Ive copied in below an email from Claire Avison regarding further changes to the 2015/16 mandate
letters which we had previously reviewed in January. Of specific concern is
13
13
I will keep you updated as we move through these discussions.
Regards,
000454

Robin
From: Avison, Claire AVED:EX [mailto:Claire.Avison@gov.bc.ca]

Robin, Ruth and Jim just want to let you know that a couple of changes are being made to the
2015/16 mandate letters based on direction weve received. This includes customizing the letters
based on the institutional mandate this will be managed in a similar fashion to last year with a
reference to the relevant legislation. Also being added in reference to the expectation for
adherence to government procurement and travel practices, management of executive
compensation, and negotiation of settlements within the Economic Stability Mandate. The
reference to procurement and travel practices is new content to the Mandate Letters - the other
items have been in previous GLEs.
I also want to confirm that we werent successful in our effort to move back to having these
letters signed by the board chair vs each individual board member.
Let me know if you want to discuss any of these changes I can convene a short call if helpful.
These letters are expected to go out later this month. thanks
Claire Avison | Assistant Deputy Minister, Sector Strategy and Quality Assurance | Ministry of
Advanced Education | Cell: 250-217-9059 | claire.avison@gov.bc.ca
000455
14
000456
14
000457
14
000458
14
000459
From:
To:
Subject:
Date:
Attachments:
TO:
Kahlon, Reny
Cowin, Louise; Buszard, Deborah; Miles, Barbara; Castle, Lisa; Lai, Hubert; Gupta, Arvind; Redish, Angela;
Hepburn, John
Agendas
Tuesday, May 12, 2015 8:31:13 PM
AGE-SC-2015.06.02 CLOSED.docx
AGE-F&P-2015.05.22 CLOSED.docx
MEMBERS OF THE EXECUTIVE
Thank you for sitting down with me one-on-one to go through the items relevant to your
respective portfolios. As is the case for every June, the agenda is quiet large and in
conversations with you and respective committee Chairs, I think we have landed on a good
compromise.
There will be a special Finance Committee Meeting to deal with the Housing Action Plan and
few other items as per attached agenda. This will also serve two purposes:
1. Give focused attention to a sensitive issue that has long term impact on the
institution
2. Alleviate some pressure off June 2nd.
Attached, please find draft agenda for the Board Committees. Please review and advise of any
deletions or additions. I will either bring printed copies to the Executive meeting on Friday or
circulate prior to the meeting.
Regards.
Reny
000460
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Getting together today
Thursday, May 14, 2015 2:23:31 PM
I need to get back to you later this afternoon Arvind, I am trying to sort out my calendar if
possible.
Regards,
John

Vice Chair

Sent: 2015, May, 14 12:03 PM
To: John Montalbano
Subject: RE: Getting together today
Hi John, I haven't heard from Doug. I'm in Kelowna Monday, back by mid-afternoon. My
thought is that the two of us should meet first but happy to take your lead on this.
Arvind
Date: 05-14-2015 11:35 (GMT-08:00)
Arvind, today and tomorrow are really tough to make work as I have meetings on the hour
every hour plus a commitment with my son tonight until at least 8. Did Doug reach out for a
meeting with me, him and you Monday?
Regards,
John
Vice Chair
000461

Sent: 2015, May, 14 9:16 AM
To: John Montalbano
Subject: Getting together today
Hi John, Are you free to meet today? I spoke with Brad and would like us to work together to
get things back on track. I can get free any time after 12 noon. Best.
Arvind
000462
From:
To:
Subject:
Date:
Attachments:
Kahlon, Reny
Buszard, Deborah; Castle, Lisa; Redish, Angela; Miles, Barbara; Lai, Hubert; Cowin, Louise; Gupta, Arvind
Agendas
Thursday, May 14, 2015 4:56:57 PM
AGE-SC-2015.06.02 CLOSED.docx
AGE-BG-2015.06.09 CLOSED.docx
All: Attached, please find draft agendas for discussion tomorrow morning. Please keep in mind
these are draft and work in progress. Regards. Reny
000463
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Getting together today
Friday, May 15, 2015 6:53:22 AM
7pm is fine Arvind. I am fine having a very brief chat in advance of Monday.
13, 22
As mentioned today is a bad day for meetings and I have a funeral to

attend to. I will look at my calendar to see where we can carve some time.
Regards,JohnM.
From: Gupta, Arvind
To: John Montalbano
Cc: Lindsay Gordon
Hi John,
Thats fine. I can book a room tomorrow at UBC. I suggest 7pm so were not rushed or too tired.
13,22
Arvind
To: Gupta, Arvind
Cc: Lindsay Gordon
Arvind, sorry for the delay. There has been a flurry of activity today among the members of
13,22
the executive committee.
13, 22
Alice, Lindsay, Greg and me are all available -unfortunately, Richard, Michael and Doug are
not. They are comfortable with us meeting you in their absence. If you can make Monday
evening, it would be greatly appreciated. Can I suggest 7 or 8 pm? Is there a place on campus
that can accommodate us?
As a result of us getting together for a chat Monday, those scheduled to speak with you either
000464
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
RE: Getting together today
Friday, May 15, 2015 9:48:50 AM
Arvind I have delayed a meeting at 4pm. Can you chat for a few minutes then?
Regards,
John

Vice Chair

Sent: 2015, May, 14 9:16 PM
To: John Montalbano
Cc: Lindsay Gordon
Hi John,
Thats fine. I can book a room tomorrow at UBC. I suggest 7pm so were not rushed or too tired.
13,22
Arvind

To: Gupta, Arvind
Cc: Lindsay Gordon
Arvind, sorry for the delay. There has been a flurry of activity today among the members of
the executive committee.
13,22
13, 22
Alice, Lindsay, Greg and me are all available -unfortunately, Richard, Michael and Doug are
000465
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Meeting place Monday
Friday, May 15, 2015 2:11:40 PM
Ok thanks on both fronts

Regards,JohnM.
To: John Montalbano
Subject: Re: Meeting place Monday
Sorry John. We are in the Presidents Boardroom on the 7th floor of Koerner library. It is
room 753. We will have someone at the door of the library to open it as people arrive.
For today do you want to call my cell? It is
Arvind
22

Date: 05-15-2015 13:38 (GMT-08:00)
To: Gupta Arvind <arvind.gupta@ubc.ca>
Subject: Meeting place Monday
Arvind do you have one? It is the long so wish to send out asap. Thanks.
Regards,JohnM.
000466
14
000467
14
000468
14
000469
14
000470
From:
To:
Cc:
Subject:
Date:
Attachments:
Importance:
John Montalbano
Gupta, Arvind (mitacs.ca); Gupta, Arvind
Lindsay Gordon; Greg Peet; Alice Laberge ; John Montalbano
CONFIDENTIAL: May 18th Review
Sunday, May 24, 2015 7:05:50 PM
UBC May 18th Meeting Review.docx
High
Arvind,
As promised, please find attached a summary of our discussion points on May 18th.
22
22
13
I suggest
meeting next week with Lindsay and me. My hope is we can do so on June 2nd after the
standing committee meetings. Would that work for you? Unfortunately for Lindsay and me,
we are more or less limited to that evening!
Regards,
John

Vice Chair
000471
May 24, 2015
Arvind,
RE: Review of Meeting Held on May 18
13, 22
000472
13, 22
000473
13, 22
000474
13, 22
000475
13, 22
000476
13, 22
000477
From:
To:
Cc:
Subject:
Date:
John Montalbano
DAVID SIDOO
Kahlon, Reny; Lindsay Gordon; Mitchell, Doug H.; Gupta, Arvind
Re: UBC Athletics
Tuesday, May 26, 2015 3:04:44 PM
13
Regards, John M.
Original Message
From: DAVID SIDOO
Sent: Tuesday, May 26, 2015 5:57 PM
To: John Montalbano
Cc: Kahlon, Reny; Lindsay Gordon; Mitchell, Doug H.
Subject: Re: UBC Athletics
13
13
See you next week .
David
David Sidoo
Sent from mobile
> On May 26, 2015, at 2:54 PM, John Montalbano <jmontalbano@phn.com> wrote:
>
> I am surprised we did not get the heads up on this...the fun continues. Communications hopefully gave Doug and
David a heads up. Thanks.
>
> Regards, John M.
> Original Message
> From: Jake Kerr <jkerr@canadiansbaseball.com>
> Sent: Tuesday, May 26, 2015 5:11 PM
> To: John Montalbano
> Subject: FW: UBC Athletics
>
>
> Not exactly the publicity we were looking for !!
>
> -----Original Message----> From: Wendi Struthers
> Sent: Monday, May 25, 2015 10:32 AM
> To: Jake Kerr
> Subject: UBC Athletics
>
>
>
> http://www.theprovince.com/sports/Gallagher+athletics+saga+study+farce/11078501/story.html
>
>
>
>
>
000478
> Wendi Struthers

>
> Executive Assistant
>
> Vancouver Canadians Baseball Club
>
> Suite 1320 - 999 West Hastings Street
>
> Vancouver, BC V6C 2W2
>
> T: 604-484-4373
>
> F: 604-484-4380
>
> E: wendi@canadiansbaseball.com
>
>
>
> The information contained in this electronic message is for the exclusive and confidential use of the addressee.
Any other distribution, use, reproduction or alteration of the information contained in this electronic message, by
the addressee or by any other recipient, without the prior written consent of the sender is strictly prohibited. If you
have received this electronic message in error, please notify the sender.
000479
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Preliminary report on
22
Tuesday, May 26, 2015 8:30:10 PM
I totally agree with your assessment and plan of action. You are right,
13, 22
Do you have a stand by statement drafted I may look at?
13,22
Regards,JohnM.
To: John Montalbano
22
Subject: Re: Preliminary report on
Hi John,
13,22
Never a dull moment.

Arvind

Date: 05-26-2015 14:58 (GMT-08:00)
Subject: Re: Preliminary report on
22
Thanks for sharing this. This is such disappointing behaviour.
Regards,JohnM.
From: Gupta, Arvind
000480
To: John Montalbano

Subject: Preliminary report on
13, 22
000481
From:
To:
Cc:
Subject:
Date:
John Montalbano
Danard, Susan
Gupta, Arvind
RE: 22 messaging
Wednesday, May 27, 2015 10:12:22 AM
Great, thanks Susan and good luck!
Regards,
John

Vice Chair
From: Danard, Susan [mailto:susan.danard@ubc.ca]

Sent: 2015, May, 27 9:52 AM
To: John Montalbano
Subject: RE: 22 messaging
13
Susan

To: Danard, Susan
Thank you. May I suggest considering one thing?
13
Regards,
John

Vice Chair
000482

Sent: 2015, May, 27 9:34 AM
Hello,
13,22

To: Gupta, Arvind
Cc: Danard, Susan
13,22
I will see you late this morning. Thank you again.
Regards,
John
000483

Vice Chair

Sent: 2015, May, 27 8:19 AM
To: John Montalbano
Cc: Danard, Susan
Subject: 22 messaging
Hi John,
With respect to your question on media messaging around

my understanding is
13, 22
that were sticking with the holding line for now. I think I sent that to you but if not Im including
Susan Danard on this email who can give you more details. And she can also let you know as we
develop further messaging.
Arvind
000484
From:
To:
Subject:
Date:
Attachments:
TO:
Kahlon, Reny
"Alice Laberge"; "Mitchell, Doug H."; Treschow, Michael; Dunn, Shannon; Johnston, Richard; "Greg Peet"; "David Sidoo";
"Lane"; "Celeste Haldane"; "Fiona Macfarlane"; "Birgit Bennett"; "Alan Shuster"; Fung, Kenneth; Fernandez, Darran;
"Mitchell, Doug H."; Lehman, Darrin; "Lindsay Gordon
"; "John Montalbano";
22
; Gupta, Arvind
22
22
APPROVAL FOR CONSOLIDATED FINANCIAL STATEMENTS MARCH 31, 2015
Thursday, June 04, 2015 12:06:45 PM
15 - BOG - Consolidated FS COVER - June 2015.docx
FS - March 31 2015 draft Financial Statements May 20.pdf
ALL GOVERNORS
At the recommendation of the Audit Committee, attached, please find March 31, 2015
Consolidated Financial Statements for your review and approval. Electronic approval is
being sought to fulfill the deadline requirement for the province.
DECISION
REQUESTED
IT IS HEREBY REQUESTED that the UBC Board of Governors

approve the March 31, 2015 Consolidated Financial Statements
UBC is required to prepare audited consolidated financial statements on an annual basis, in

accordance with the financial reporting provisions of Section 23.1 of the Budget Transparency and
Accountability Act of the Province of British Columbia.
EXECUTIVE SUMMARY
The University reports a consolidated surplus of $31.4 million for the year March 31, 2015, an
increase of $31.3 million over the prior fiscal year. This includes a $16 million surplus in the
endowment, which is added to endowment principal and is not available for spending. The
remainder represents spending on capital investments across all funds for which the depreciation
expense will flow in future years.
*NOTE: For fuller explanation, please see attached report. Reminder the draft financial
statements, pending Audit Committee approval, were provided to you at the same time as other
material.
If any member wishes to request a meeting to consider the above motion for approval, please advise
me (604-822-2127) and I will then schedule a conference call.
* If no one requests a meeting by 8:30 a.m., Friday, June 5, 2015, it will be considered that all
members have consented to the motion.
*This follows the normal manner in which we handle electronic consent motions, i.e. any member
has the opportunity to pull the item and have it considered formally.
Thank you.
Reny
000485
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
Lindsay Gordon
Re: Follow Up
Great. I will work on it tonight after my dinner engagement.
22
22
I will hopefully get it to you tonight, and if not tonight then I will send it tomorrow afternoon.
22
22
Either way, I will keep in touch.
Regards,
JohnM.
Sent: Thursday, June 4, 2015 3:59 PM
To: John Montalbano
Cc: Lindsay Gordon
Subject: Re: Follow Up
Hi John, I appreciate the candor at our meeting and our collective desire to look forward
constructively. I'll be very happy to consider other thoughts you might have and then revise
my letter accordingly. Enjoy your trip.
Arvind

Date: 06-03-2015 22:06 (GMT-08:00)
To: Arvind Gupta <Arvind.Gupta@ubc.ca>
Cc: Lindsay Gordon <
22
Subject: Follow Up
Arvind, thanks for meeting us. I trust your red eye went as well as a red eye does.
Lindsay and I think it is a good idea by you to share your response with the Executive
Committee of the Board. Before doing so, may we suggest some things for you to consider?
I have just landed in Toronto and will send you some thoughts and follow up remarks
tomorrow afternoon. The suggestions are meant to assist you in the discussion we will have at
the meeting and drive us all to a common understanding.
Regards,
000486
JohnM.
000487
From:
To:
John Montalbano
Kahlon, Reny; "Alice Laberge"; "Mitchell, Doug H."; Treschow, Michael; Dunn, Shannon; Johnston, Richard; "Greg Peet";
"David Sidoo"; "Lane"; "Celeste Haldane"; "Fiona Macfarlane"; "Birgit Bennett"; "Alan Shuster"; Fung, Kenneth;
Fernandez, Darran; "Mitchell, Doug H."; Lehman, Darrin; "Lindsay Gordon
)";
22
Gupta, Arvind
22
Re: APPROVAL FOR CONSOLIDATED FINANCIAL STATEMENTS MARCH 31, 2015
Subject:
Date:
Approved
Regards,
JohnM.
From: Kahlon, Reny
To: 'Alice Laberge'; 'Mitchell, Doug H.'; Treschow, Michael; Dunn, Shannon; Johnston, Richard; 'Greg Peet';
'David Sidoo'; 'Lane'; 'Celeste Haldane'; 'Fiona Macfarlane'; 'Birgit Bennett'; 'Alan Shuster'; Fung, Kenneth;
Fernandez, Darran; 'Mitchell, Doug H.'; Lehman, Darrin; 'Lindsay Gordon
John
22
22
Montalbano;
Gupta, Arvind
Subject: APPROVAL FOR CONSOLIDATED FINANCIAL STATEMENTS MARCH 31, 2015
TO:
ALL GOVERNORS
At the recommendation of the Audit Committee, attached, please find March 31, 2015
Consolidated Financial Statements for your review and approval. Electronic approval is
being sought to fulfill the deadline requirement for the province.
DECISION
REQUESTED
IT IS HEREBY REQUESTED that the UBC Board of Governors

approve the March 31, 2015 Consolidated Financial Statements
UBC is required to prepare audited consolidated financial statements on an annual basis, in

accordance with the financial reporting provisions of Section 23.1 of the Budget Transparency and
Accountability Act of the Province of British Columbia.
EXECUTIVE SUMMARY
The University reports a consolidated surplus of $31.4 million for the year March 31, 2015, an
increase of $31.3 million over the prior fiscal year. This includes a $16 million surplus in the
endowment, which is added to endowment principal and is not available for spending. The
remainder represents spending on capital investments across all funds for which the depreciation
expense will flow in future years.
*NOTE: For fuller explanation, please see attached report. Reminder the draft financial
statements, pending Audit Committee approval, were provided to you at the same time as other
material.
If any member wishes to request a meeting to consider the above motion for approval, please advise
me (604-822-2127) and I will then schedule a conference call.
* If no one requests a meeting by 8:30 a.m., Friday, June 5, 2015, it will be considered that all
members have consented to the motion.
000488
*This follows the normal manner in which we handle electronic consent motions, i.e. any member
has the opportunity to pull the item and have it considered formally.
Thank you.
Reny
000489
From:
To:
Cc:
Subject:
Date:
John Montalbano
Danard, Susan; Metras, John
Gupta, Arvind; Lindsay Gordon
RE: Thank You
22
Sandra and John:
I would like to extend my appreciation for how well you have handled the NAM renovation
review by the media outlets.
13
Sandra, I know you felt strongly that
13
and you were absolutely right
thank you.
John, you were exhibit A of being on point and extremely credible. You had the unenviable
task of being the face of the story and you were superb.
I believe the outcome of the stories were as good as could be hoped for and frankly better
than expected.
Thank you both and please accept my sincerest appreciation for your leadership.
Regards,
John

Vice Chair
000490
From:
To:
Cc:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind; Gupta, Arvind (mitacs.ca)
Lindsay Gordon
22
Confidential
UBC June 4th Response to Arvind.docx
UBC May 18th Meeting Review.docx
John Montalbano
As promised. Please excuse the typos as I have produced this document while traveling. Thank
you.
000491
13, 22
000492
13, 22
000493
13, 22
000494
13, 22
000495
13, 22
000496
13, 22
000497
13, 22
000498
13, 22
000499
13, 22
000500
13, 22
000501
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: Letter of response
Sunday, June 07, 2015 10:59:00 AM
Yes, Ill bring copies. See you tomorrow.

Arvind

Sent: Sunday, June 7, 2015 9:48 AM
To: Gupta, Arvind
Subject: Re: Letter of response
Ok thank you Arvind. As people may be in transit, could you please bring hard copies? I
suspect you were anyway. Thanks again.
Regards,
JohnM.
From: Gupta, Arvind
Sent: Sunday, June 7, 2015 12:46 PM
To: John Montalbano
Subject: RE: Letter of response
Dear John, I am planning to send a report to the Executive of the Board. I will be sending it
tomorrow. Best.
Arvind

Subject: Letter of response
Arvind will you be sending something in advance of tomorrow's meeting? Thanks...
Regards,
JohnM.
000502
From:
To:
John Montalbano
Kahlon, Reny; "Alice Laberge"; "Mitchell, Doug H."; Treschow, Michael; Dunn, Shannon; Johnston, Richard;
"David Sidoo"; "Lane"; "Celeste Haldane"; "Fiona Macfarlane"; "Birgit Bennett"; "Alan Shuster"; Fung, Kenneth;
Fernandez, Darran; "Mitchell, Doug H."; Lehman, Darrin; "Lindsay Gordon
; "Greg
22
"; Gupta, Arvind;
22
22
22
Subject:
Date:
Importance:
Re: UBC BOARD BOARD MEETING MATERIAL UPLOADED

Sunday, June 07, 2015 11:08:37 AM
High
22
Reny when is my first meeting tomorrow? Being away and Lucille taking vacation I am afraid of
conflicts tomorrow. I will need to reconcile them before I get on the plane. Thanks.
Regards,
JohnM.
From: Kahlon, Reny
Sent: Sunday, June 7, 2015 1:32 PM
To: 'Alice Laberge'; 'Mitchell, Doug H.'; Treschow, Michael; Dunn, Shannon; Johnston, Richard; 'David
Sidoo'; 'Lane'; 'Celeste Haldane'; 'Fiona Macfarlane'; 'Birgit Bennett'; 'Alan Shuster'; Fung, Kenneth;
22
22
'Greg Peet
; John Montalbano; Gupta, Arvind;
22
22
Subject: RE: UBC BOARD BOARD MEETING MATERIAL UPLOADED
REMINDER:
TO:
ALL GOVERNORS
Im sending this email as a reminder to please visit the Virtual Office for additional
information that you may want to have more information on or should pay attention to items
that werent discussed at the Committee. It states very clearly on the Agenda where
additional information is linked to the virtual office.
15(1)
I have highlighted items that were either added post Committee Meetings (going directly to
Board) or have had edits from the discussions or deliberation of the Committees in the virtual
office.
Reny
JUNE
2015
1.2-1 UBlvd Design Guidelines (redline posted June 5)
1.2-2 UBlvd Neighbourhood Plan (redline posted June 5)
1.2-3 UBlvd Precinct Planning | Phase 1 Public Consultation Summary Report
000503
1.2-3a UBlvd Precinct Planning | Phase 2 Public Consultation Summary Report

1.2-4 UBlvd Draft Research Brief | Copp Redevelopment Living Lab Concept
1.2-5 UBlvd Planning Update
1.4 Transit Terminal (UBC Bus Exchange)
1.5 International Tuition
1.10 MoU UBC and UBCSUO
1.11 IMANT Quarterly Portolios Review
1.12 National Soccer Fieldhouse
1.13 Tall Wood Student Residence
1.14 Gage South Student Residence
1.15 Indian Residential School History & Dialogue Centre
1.16 Policy #114
1.19 Energy and Water Advisory Board
1.24 Master of Physical Therapy
2.1 Student Financial Support Report
2.3 Focus on People
2.4 Policy #71
2.5a Okanagan Campus Plan
2.5a Okanagan Campus Plan Frameworks
2.5a Okanagan Campus Plan Design Strategies and Guidelines
2.5a Okanagan Campus Plan Implementation
2.5a Okanagan Campus Plan Phase 2 Consultation Summary
2.9 Notable Distinctions
5.1a Vancouver Senate
5.1b Okanagan Senate
000504
5.2a Endowment Variation

5.2b Endowment Variation
5.2c Endowment Variation
5.2d Endowment Variation
7.1 Board Appointments
7.2 Appointment Extension | Vice-Provost Health
7.3 Appointment Extension | University Librarian
From: Kahlon, Reny
Sent: Saturday, June 06, 2015 9:08 AM
22
22
'Greg Peet
; 'John Montalbano'; Gupta, Arvind;
22
22
Subject: RE: UBC BOARD BOARD MEETING MATERIAL UPLOADED
TO:
ALL GOVERNORS
VPs
cc
-------------------------------------------------------------------------------------------------------------------------------MATERIAL RELATING TO THE UP-COMING UBC BOARD
MEETING IS NOW LOADED ON CMS SECURE WEBSITE. I have
put links for files that you may or may not have downloaded from original
material.
Attached:
- Board agenda (printed copies will be distributed)
- Minutes of the Special Finance Committee
- Minutes of the Board Committees
MONDAY, JUNE 8
LEARNING AND
RESEARCH
000505
COMMITTEE
1:00 P.M. 3:00 P.M.
Alumni Center Boardroom
NEW SUB TOUR
3:30 P.M. 5:30 P.M. (For
members who are not
involved in any other
meetings meet in the Jack
Poole Hall)
BOARD DINNER:
6:00 p.m. to 8:00 p.m.
LOCATION: Jack Poole Hall South
Robert H. Lee Alumni Centre
6163 University Boulevard
TUESDAY, JUNE 9 BOARD OF GOVERNORS MEETING

8:30 a.m. to 3:00 p.m.
Breakfast available 8:00 a.m.
DOCKET MEMO (Schedule)
AGENDA June 9 Board of Governors (also

attached)
will be available in hard copy at the meeting
PRESENTATIONS June 9 Board of Governors

will be available for the meeting
DOCKET (Agenda Package)
1.25 Tuition Proposal Master of Architecture

and Master of Landscape Architecture (posted
May 25)
1.26 UBC Okanagan Engineering Society

Student Fee (posted May 28)
000506
1.27 AMS Fee Collection Constituencies

(posted May 28)
3.1 UBC Financial Statements (Consolidated)

(posted June 5)
4.1 UBC Annual Report and Institutional

Accountability Report / Letter of Expectation
(posted June 1)
7.2 Appointment Extension | Vice-Provost

Health (posted June 5)
7.3 Appointment Extension | University

Librarian (posted June 5)
7.4 Collective Agreement between UBC and

CUPE Local 116 (Vancouver) (posted June 5)
Presidents Activity Report (posted June 5)
From: Kahlon, Reny

22
22
'Greg Peet
'John Montalbano'; Gupta, Arvind
22
22
Subject: UBC BOARD MATERIAL UPLOADED
TO:
ALL GOVERNORS
cc
VPs
MATERIAL RELATING TO THE UP-COMING UBC BOARD

RELATED MEETINGS IS NOW LOADED ON CMS SECURE
WEBSITE.
*NOTE: Please pay attention that the report template has been revised to
address number of concerns heard from the Governors as well as to align
the information to the current institutional vision.
000507
I would appreciate further comments or thoughts from all Governors

on this format, and adequacy of information for making an informed
decision.
PLEASE NOTE: All materials posted on this site are confidential;
materials and links (URLs) are not to be forwarded or shared in any way.
For public materials, visit http://bog.ubc.ca/
In consideration of quorum requirements, please advise as soon as
possible if unable to attend a meeting or for any clarification
Reny - 604 822 2127 or 604 505 7771
I am very pleased to advise the Board that from here on, all Board
meetings will take place in the new Alumni Center in the Robert H. Lee
Boardroom:
Robert H. Lee Alumni Centre, 6163 University Boulevard
(I will send parking instructions closer to the date)
*All members of the Board of Governors are invited to attend meetings of
the following listed Standing Committees; only Committee members
vote on matters before the Committee.
Finance & Property Committee
Learning & Research Committee
People, Community & International Committee
TUESDAY, JUNE 2 AUDIT COMMITTEE (members only)
7:30 a.m. to 8:30 a.m.
Breakfast available 7:00 a.m.
Following review/approval by the Audit Committee, the Board of Governors
will be asked to approve the Financial Statements electronically (to meet the
June 6, 2015 Provincial deadline): 3.1 UBC Financial Statements
(Consolidated)
TUESDAY, JUNE 2 STANDING COMMITTEE MEETINGS*
000508
8:30
a.m. to
4:30
p.m.
Breakfast
available
8:00 a.m.
Robert H. Lee Boardroom

6163 University Boulevard map
DOCKET MEMO (Schedule) PLEASE VIEW FULL

SCHEDULE OF ALL COMMITTEES/EVENTS HERE.
AGENDA June 2 Standing Committees*

will be available in hard copy at the meeting
DOCKET (Agenda Package)
PRESENTATIONS June 2 Committees

will be available for meeting
See Open/Save File Instructions on

the right-hand menu for downloading
tips.
Navigate within the Docket using:
Outlines on your iPad

(GoodReader)
or
Bookmarks on your
computer (Adobe)
MONDAY, JUNE 8
NEW SUB TOUR
3:30 P.M. 5:30 P.M.
BOARD DINNER:
6:00 p.m. to 8:00 p.m.
LOCATION: Jack Poole Hall South
6163 University Boulevard
TUESDAY, JUNE 9
EMPLOYEE RELATIONS
COMMITTEE: 7:30 a.m.
to 8:30 a.m.
6163 University Boulevard map
BOARD OF
000509
GOVERNORS MEETING
8:30 a.m. to 3:00 p.m.
See the Recommended Reading page for articles on a variety of UBC
and education-related topics.
Please do not hesitate to call me if you need further information or
clarification.
Regards.
Reny
000510
From:
To:
Subject:
Date:
Attachments:
Gupta, Arvind
John Montalbano (jmontalbano@phn.com); Lindsay Gordon
Laberge; Greg Peet; Johnston, Richard; Treschow, Michael
Material for today"s Executive Meeting
Monday, June 08, 2015 9:41:00 AM
Letter to the Board Executive.pdf
Pre-Strategic Plan Overview.pdf
22
Doug Mitchell; Alice
Dear Members of the UBC Board Executive,
Please find attached material for todays meeting as requested by the Chair.
Warmest regards,
Arvind
000511
June 8, 2015
13, 22
000512
13, 22
000513
13, 22
000514
13, 22
000515
Evolving Strategic Plan

DRAFT
CONFIDENTIAL NOT FOR DISTRIBUTION
January 30, 2015 (Executive Committee of the Board of Governors)
000516
Anatomy of the Plan
000517
13
000518
UBCs Vision
As one of the worlds leading universities, The University

of British Columbia creates an exceptional learning
environment that fosters global citizenship, advances a
civil and sustainable society, and supports outstanding
research to serve the people of British Columbia,
Canada and the world.
000519
13
000520
UBCs Vision Statement
000521
As one of the worlds leading universities, The University

of British Columbia creates an exceptional learning
environment that fosters global citizenship, advances a
civil and sustainable society, and supports outstanding
research to serve the people of British Columbia,
Canada and the world.
000522
Proposed Strategic Goals
000523
13
000524
13
000525
10
13
000526
11
13
000527
12
13
000528
13
Core Tactics
000529
13
000530
15
13
000531
16
13
000532
17
13
000533
18
13
000534
19
Putting it Together
000535
13
000536
21
13
000537
22
13
000538
23
13
000539
24
13
000540
25
The Evolving Strategy
000541
13
000542
27
13
000543
28
Delivering the Strategy
000544
13
000545
30
13
000546
31
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
Stuart, Gavin; Lucarino, Anna
RE: Briefing note: Academic Health Sciences Network
Friday, June 12, 2015 4:16:01 PM
All,
I would be very keen to assist. One issue is timing. Starting tomorrow, for the most part, I will
be on vacation until July 6th. How much of a problem will that pose?
Regards,
John

Vice Chair

Sent: 2015, June, 12 2:49 PM
To: John Montalbano
Cc: Stuart, Gavin; Lucarino, Anna
Subject: Briefing note: Academic Health Sciences Network
Dear John,
Please find enclosed a briefing note prepared by Gavin Stuart describing the current state of affairs
vis--vis the Academic Health Sciences Network (AHSN).
13, 17
13, 17
Gavin has laid out the issues succinctly in this note and I am sure would be happy to answer any
questions you may have. Please feel free to contact either of us on this.
Warmest regards,
Arvind
000547
May 22, 2015

- CONFIDENTIAL BRIEFING NOTE
Prepared by Dr. Gavin Stuart, Dean Faculty of Medicine and Vice Provost Health, UBC
for Mr. John Montalbano, Chair, UBC Board of Governors
13, 17
000548
13, 17
000549
13, 17
000550
13, 17
000551
13, 17
000552
From:
To:
Subject:
Date:
John Montalbano
Gupta, Arvind
Re: Varsity Athletics: "UBC - a new campaign"
Sunday, July 05, 2015 11:08:48 PM
13
I am in London now and finishing off some files from my old role. So the vacation is sadly
coming to an end.
Regards,
JohnM.
From: Gupta, Arvind
Sent: Monday, July 6, 2015 4:54 AM
To: John Montalbano
Subject: RE: Varsity Athletics: "UBC - a new campaign"
Dear John,
13
Hope you are enjoying your holidays.

Arvind

Sent: Friday, July 3, 2015 11:21 AM
To: Gupta, Arvind
Subject: Re: Varsity Athletics: "UBC - a new campaign"
Arvind, greetings from Italy. I will be here for a few more days.
000553
Thank you for sharing this.
13
Just some thoughts from Verona. Thanks again for sharing. What were you thinking as a
response?
Regards,
JohnM.
From: Gupta, Arvind
Sent: Friday, July 3, 2015 7:01 PM
To: John Montalbano
Cc: Kahlon, Reny; Cowin, Louise; Castle, Lisa; Lai, Hubert
Subject: FW: Varsity Athletics: "UBC - a new campaign"
Dear John, We were made aware of the message below yesterday. We discussed this at the
Executive meeting this morning.
and I
22
plan to follow-up with them asap to map out next steps. We welcome any thoughts you have about
this.
Best.
Arvind

22
From:
Date:July 1, 2015 at 2:00:43 AM GMT+9
To:
22
000554
22
Subject:UBC - a new campaign

UBC ATHLETICS: STRATEGIC UPDATE JULY/15
The current status of the programme:
1. Since Vice-president Students, Louise Cowin, took control of the
000555
department 3 years ago, she has imposed her own Competitive Sport
Model and the disastrous Sport Targeting Review. The management of
the department has led to a poisoned atmosphere of fear and mistrust
with coaches, teams, and alumni groups being at least indifferent to the
concerns of each other and at worst competing against each other instead of collaborating!
2. The department has been in turmoil. In the last 14 months, some 20

staff have left the department, either through termination or choice,
including Managing Director, Ashley Howard, who had been hired to
implement Cowins plans. It can be assumed that Howards departure
was orchestrated so that she might take the blame for the departments
turmoil and staff turnover. This neatly distances Cowin from
responsibility.
3. The Thunderbird Council, an alumni advisory committee representing

all the teams, has recently been reconstituted by Cowin such that she is
approving/disapproving appointments and has neutred the committees
input because it is no longer advisory, and hence is meaningless.
4. An interim leadership team has been established to fill the void

created by Howards termination and theoretically serves as a buffer
between the department and the ultimate decision-maker, Cowin, who
has other very significant issues in her broad portfolio. This leadership
team apparently has no decision-making authority and Cowin is firmly in
control. The apparent intent of TILT is to keep the peace and
demonstrate that all is well. In other words, to allow Cowin to claim
that the review has been successful because fuss and opposition has
died down.
5. It is likely to be some time before a new Managing Director is

appointed and it will be interesting to observe the recruitment outcome
at Simon Fraser which is currently seeking a new Athletic Director.
6. UBC is currently recruiting a new vice-president External who will
000556
have explicit responsibilities for the varsity programme. While this

position will work within a cross-functional executive team, involving
Cowin and Barbara Miles, the vp of Development and Alumni
Engagement, the new vp External is expected to take leadership of the
varsity programme.
7. Many UBC Athletic supporters are dismayed, disillusioned, and

disheartened by the events of the last 3 years and may have simply
given up in the face of Cowins apparently unrelenting drive to decimate
the programme.However, this is not the time to leave! Of the 29
teams that Cowin aimed to slash, 25 have retained their varsity status
and the other 4 are able to persist as club teams. While many teams
are still facing financial duress, the fact remains that they are currently
still viable and president Gupta has made a significant commitment,
through the new Vp External position, that he wants varsity to thrive.
Further, it is likely that other of Cowins plans may have been blocked by
the presidents office.
8. Importantly, Cowin has one year remaining in her current contract.

Apparently, she has significant credibility in other areas of her portfolio.
Whether or not the contract is renewed remains to be seen but it is very
likely that she will have diminishing influence on the varsity programme.
A proposed strategy going forward is the following:
1. The TILT group and ultimately Cowin should beheld

accountablethrough the documentation of ongoing problems and
concerns that they will have to address. While the TILT group has been
appointed by Cowin and does not appear to involve many individuals
with the expertise to properly manage the department, it does
comprise individuals such as Jeff Todd (Associate Vice President, Alumni
and Executive Director, Alumni Association) and Hillary Gosselin
(Executive Director of Development and Alumni Engagement)
whoshould be responsive to alumni concerns. Likewise, Blake Nill
(new Football Head Coach) and Mike Pearce (mens Rowing Head
000557
Coach)should be responsive to coaches concerns. Hence, this group

should be called to account. TILT should now be a forum to raise
programme concerns without fear of reprisal from a punitive manager.
2. Coaches and alumni/supporters should findcommon cause and

speak upcollectively about their concerns through documented
complaints to TILT, HR, and the presidents office.
3. Thunderbird Council should find members with common cause to

speak up as above.
4. The appointment of the new Vp External is crucial. It is important to

seek ways toinfluence the recruitment and selection of the new vp
Externalby a. finding opportunities to highlight the successes of UBC
athletes and teams; b. continuing to identify the problems and
shortcomings arising from Cowins assault on the programme; and c.
identifying opportunities for the future which could flourish with the
right leadership.
5. When appointed, the new Vp External will need to have solid advice
from people who care about the programme in general. It would be
helpful to influence Doug Mitchells presidents committee to expand its
membership and become more active.
6. In February, 2016, the Board of Governors will have 4 positions

vacant or up for renewal (including Doug Mitchells position). We need
to seek some influence on those future appointments.
7. Complacency only serves to reinforce Cowins message that

everything is going well. Thus, it is important to keep the pressure on
the University by speaking out about the continuing problems which
have been created by Cowins attack on the programme.A renewed
letter campaign to president Guptafrom student athletes, coaches,
staff, alumni, and supporters will help.
A suggested message which may be simply copied from here:
000558

presidents.office@ubc.ca

This brief message is to confirm my continuing concern about the
ongoing negative impact of the recent Sport Targeting Review. I am
hopeful that your recruitment of a new vice-president External, with
specific responsibilities for the Varsity program, will bring new and
positive leadership to this badly abused file.
Please send a message to President Gupta and forward this document to your
contacts to encourage them to act. Your participation is vital.
22
000559
From:
To:
Subject:
Date:
Gupta, Arvind
John Montalbano
RE: 4 updates
Thursday, July 16, 2015 2:01:00 PM
Dear John,
I have new information to share with you:
15,22
Re 2. We have additional confirmation that this is a serious issue but are not quite done
investigating.
Re 5. Good. Let me know if you need anything from me.
Arvind

Sent: Tuesday, July 14, 2015 8:58 PM
Subject: Re: 4 updates
Arvind thank you for the updates.
13, 15, 22
13, 15, 22
3. Thank you for the update on the Provost model. The Board will be keen to hear about this
undertaking and the time lines that fall out of this review.
000560

4. Congratulations on the CFREF success! This is very great news indeed. Well done as I know
this was a priority for you and the team.
17
5. I had a good meeting with Gavin yesterday.
but we will see what we can do to progress forward.
17
Lastly,
22
Regards,
JohnM.
From: Gupta, Arvind
Sent: Tuesday, July 14, 2015 3:12 PM
To: John Montalbano
Subject: 4 updates
Dear John,
I am writing to update you on a few events from the past week. Ill start with those that are most
bothersome and conclude with some excellent news.
1.
15,22
2.
15, 22
000561

3.
Prof. Chad Gaffield is conducting the review of the Provost model. Prof. Gaffield is former
President of the Social Sciences and Humanities Research Council of Canada (SSHRC), and
currently University Research Chair in Digital Scholarship at the University of Ottawa.He has
started his work and we have agreed he will be on campus the week of August 24th (when
most people are back from vacation). The review of the role and responsibilities of the
Provost will broadly consider how this position ensures strong academic leadership across
the institution. Prof. Gaffield will be consulting with the Executive, Deans, and other
academic leadership in this process. He will also taking into account the University Act, and
specifically its requirements on governance for UBC. The mandate of the review is:
Review other models in both Canada and the United States, and to make
recommendations on the appropriate high-level model for UBC as a system,
together with the key milestones on the path and timeline to achieving the model;
Consider the relationship of the Provost to other VPs and to the university as a
whole, as well as any fundamental ensuing organizational changes;
Articulate the core principles and interests to be honoured in moving towards the
model;
Outline the critical factors that provide the foundation for successful academic
leadership, as well as key measures of success; and
Identify the key opportunities and risks to developing the model.
4.
We found out this morning that our CFREF application was successful (we received $66.5M
on a $70M application). We are one of 5 winning proposals nationally and the Minister
emphasized with me that the competition was extremely tough. We are expecting an
announcement on campus on July 28 and until that time this information is embargoed.
Let me know if you have any questions or comments about these items. Hope your summer is going
well.
Arvind
000562
From:
To:
Cc:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind
Lai, Hubert; Kahlon, Reny
Fw: Our Ref. #100219 - Re: Degree approval criteria and process review - Ltr to John Montalbano, UBC
Friday, July 17, 2015 3:45:02 PM
Mr. John S. Montalbano - University of British Columbia.pdf
I found this letter very interesting in its direct approach to influencing degree program at the
University. I would be keen to hear your thoughts. Thank you.
Regards,
JohnM.
From: Minister, AVED AVED:EX <AVED.Minister@gov.bc.ca>
To: John Montalbano
Cc: 'arvind.gupta@ubc.ca'; AVED Deputy Minister AVED:EX
Subject: Our Ref. #100219 - Re: Degree approval criteria and process review - Ltr to John Montalbano,
UBC
Letter toMr. John Montalbano, Chair, Board of Governors, University of British Columbia, from the
Honourable Andrew Wilkinson, Minister of Advanced Education.
_______________________________________
Office of the Honourable Andrew Wilkinson
Ph: (250) 356-0179
000563
000564
000565
14
000566
14
000567
14
000568
14
000569
14
000570
14
000571
14
000572
14
000573
14
000574
14
000575
14
000576
14
000577
From:
To:
Cc:
Subject:
Date:
John Montalbano
Gupta, Arvind
Greg Peet
RE: Chance to meet tomorrow?
Tuesday, July 28, 2015 11:01:12 AM
Ok if there is no way to meet today or tomorrow, can we meet the soonest you are back?
Regards,
John

Vice Chair

Sent: 2015, July, 28 10:57 AM
To: John Montalbano
Subject: RE: Chance to meet tomorrow?
Dear John, I have forwarded the request to Anna to help schedule.

Arvind

Sent: Tuesday, July 28, 2015 5:59 AM
Subject: Re: Chance to meet tomorrow?
Actually we were hoping to chat sooner but no matter. Can you have Anna send me a date
and time so we can meet on your return?
Regards,
JohnM.
Sent: Tuesday, July 28, 2015 12:15 AM
To: John Montalbano
Dear John,
I agree with you that it's better to wait until end of August so can we all have a restful
vacation. Best.
Arvind
000578

Date: 07-27-2015 21:14 (GMT-08:00)
To: arvind.gupta@ubc.ca
Arvind,
We wished to have a quick, confidential discussion, not captured on email. We understood that you
may have had meetings on campus today and tomorrow and were hoping to squeeze in some time
on the calendar if that were the case obviously not optimal if you avoiding campus, but we are
fine meeting you there. Regarding timing, our concern was that we are getting into vacation
calendar conflicts with me, you and Greg - taking us to the end of the month. Otherwise we can
push it out to your return.
Regards,
John
Sent: 2015, July, 27 6:50 PM

To: John Montalbano
Subject: Re: Chance to meet tomorrow?
Dear John,
I'm on holidays but am back in the city for a couple of days. What is the agenda for the
meeting? Thanks.
Arvind

Date: 07-27-2015 14:42 (GMT-08:00)
To: Arvind Gupta <Arvind.Gupta@ubc.ca>, Arvind Gupta <arvind@mitacs.ca>
Subject: Chance to meet tomorrow?
Arvind, would you be able to meet with me and Greg tomorrow by chance? Not sure you are
back in town, but given our calendars we have a small opening tomorrow between 10 and 1.
Regards,
000579
John M.
000580
14
000581
14
000582
14
000583
22
000584
000585
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny; "Alice Laberge"; "Mitchell, Doug H."; Treschow, Michael; Dunn, Shannon; Johnston, Richard; "Greg
Peet"; "David Sidoo"; "Lane"; "Celeste Haldane"; "Fiona Macfarlane"; "Birgit Bennett"; "Alan Shuster"; Fung,
Kenneth; Fernandez, Darran; "Mitchell, Doug H."; Lehman, Darrin; "Lindsay Gordon
;
22
22
22
"Lane Merrifield"; Gupta, Arvind
RE: UBC awarded record-breaking federal government investment
Thursday, July 30, 2015 11:37:56 AM
Wonderful news. A great win for the university.
Regards,
John

Vice Chair

Sent: 2015, July, 30 11:24 AM
To: 'Alice Laberge'; 'Mitchell, Doug H.'; Treschow, Michael; Dunn, Shannon; Johnston, Richard; 'Greg
Peet'; 'David Sidoo'; 'Lane'; 'Celeste Haldane'; 'Fiona Macfarlane'; 'Birgit Bennett'; 'Alan Shuster'; Fung,
Kenneth; Fernandez, Darran; 'Mitchell, Doug H.'; Lehman, Darrin; 'Lindsay Gordon
;
; John Montalbano;
22
22
22
'Lane
Merrifield';
Gupta,
Arvind
22
Subject: FW: UBC awarded record-breaking federal government investment
Congrats to all at UBC who made this happen. Reny
View in Browser

UBC Broadcast Email
To: Faculty and staff in Vancouver and the Okanagan
UBC awarded record-breaking $66.5

million in federal government
investment
We are pleased to confirm that UBC has been named as the recipient of a $66.5
million investment from the Government of Canadathe single largest government
grant for a UBC research program.
The funding will go to UBCs Quantum Matter Institute (QMI), over seven years, from
the new Canada First Research Excellence Fund. It will enhance UBCs standing as
000586
a global leader in quantum matter research and help advance groundbreaking

scientific discoveries that could spur new industries and employment.
UBC is one of only five recipients selected through a highly competitive process that,
together, received a total of almost $350 million in the inaugural round of funding.
The funding program was created to propel Canadas top performing institutions and
research centres onto the world stage.
We would like to take this opportunity to congratulate the successful research team
and to thank the faculty and staff who were involved in the funding application. This
award is a reflection of both the world-class research and the hard work and
dedication within our university.
For more details about the investment and UBCs Quantum Matter Institute, visit
http://news.ubc.ca
Arvind Gupta
John Hepburn
Vice President, Research and International
UBC Broadcast Emails are used to communicate time sensitive, organization-wide information to faculty, staff
and students. To find out more, visit the UBC Broadcast Email website. If you are not affiliated with UBC and are
receiving this email by mistake, you can Unsubscribe
000587
Emails between
Dr. Arvind Gupta and Board of Governors
in relation to resignation
000588
From:
To:
Subject:
Date:
Greg Peet
Gupta, Arvind
Meeting Follow-up
Thursday, July 30, 2015 6:18:07 PM
Dear Arvind,
I am following up on our meeting yesterday morning and particularly in relation to your
22
Regards,
000589
John Montalbano Emails

containing Arvind or Gupta and resignation or Piper
000590
Kahion, Reny
From:
Sent:
To:
Subject:
John Montalbano <jmontalbano@phn.com>

Friday, July 31, 2015 4:01 PM
Kahion, Reny
RE: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS
OF THE UNIVERSITY OF BRITISH COLUMBIA
This is fine thanks
Regards,
John
Vice Chair
RBC Wealth Asset Management Inc. I T. (604) 408 6062 I F. (604) 408 6024 I imontalbanophn.com
From: Kahion, Reny [mailto:rkahlonmail.ubc.ca]

Sent: 2015, July, 31 3:56 PM
To: John Montalbano
Subject: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS OF THE UNIVERSITY OF
BRiTISH COLUMBIA
John: For your review. R
PRIVATE & CONFIDENTIAL NOT FOR FURTHER DISTRIBUTION

-
TO: All Governors

NOTICE OF SPECIAL MEETING OF TUE MEMBERS OF
TUE BOARD OF GOVERNORS OF THE UNIVERSITY OF BRITISH COLUMBIA
NOTICE IS HEREBY GIVEN that an in-camera special meeting of the members of the Board
of Governors has been called. Attendance at the meeting will be restricted to members of the
Board of Governors except to the extent that the Chair of the Board of Governors invites one or
more person(s) to present information to or respond to questions from the members of the
Board of Governors. The meeting will be held in the Main Boardroom at the offices of Harris
& Company LLP, on the 14th Floor, at 550 Burrard Street, Vancouver, British Columbia on
August 7, 2015, at nine oclock a.m. Those who are unable to attend the meeting in person
may participate via teleconference by dialing 604-678-6074 or 1-855-453-6958 and then using
conference ID 5584584.
1
000591
The meeting has been called for the following purpose:

1. To consider the resignation by Professor Arvind Gupta of his appointment as President of the
University of British Columbia; and
2. To pass such resolutions and take such actions as may be necessary in relation to such
resignation including, without limiting the generality of the foregoing:
(a) To ratify, confirm, and approve:
i) the appointment of a Special Committee and its members convened by the Chair
of the Board of Governors (Special Committee);
ii) all directions given and actions taken by the Special Committee; and
iii) all actions taken by any person at the direction of the Special Committee; and
(b) To appoint a further Special Committee and to confer upon that Special Committee
the power and authority to:
1) deal with any issues or matters that may be related to the resignation by
Professor Arvind Gupta of his appointment as President of the University of
British Columbia and the appointment of interim successor(s) to the President; and
ii) suspend or supersede the operation of Board of Governors Policy 19 (Acting
President) for the purposes of the appointment of interim successors to the
President by the Special Committee until such time as a new President (other than
an interim successor) takes office.
BY ORDER Of THE CHAIR Of THE BOARD Of GOVERNORS:
Signed copy attached
John Montalbano
July 31, 2015

Date
Reny Kah ion

Board Secretwy
2
000592
Managing Director/
Office of the Board of Governors Secretariat
The University ofBritish Columbia
Old Administration Bttilding
6328 Memorial Road
Vancouver, B. C. Canada V6T 1Z2
Telephone: 604-822-2127
BB: 604-505-7771
Fax: 604-822-1205
E-mail: reny.kahlonubc.ca
The information contained in this electronic message is for the exclusive and confidential use of the addressee. Any other distribution, use,
reproduction or alteration of the information contained in this electronic message, by the addressee or by any other recipient, without the
prior written consent of the sender is strictly prohibited. If you have received this electronic message in error, please notify the sender.
000593
Kahion, Reny
From:
Sent:
To:
Subject:
Importance:
John Montalbano <jmontalbano@phn.com>

Friday, July 31, 2015 10:25 PM
Kahlon, Reny; Lindsay Gordon; Greg Peet; Alice Laberge; David Sidoo; Birgit Bennett;
22
Alan Shuster; Treschow, Michael;
Krupa, Jeffrey; Johnston, Richard; Lehman, Darrin; Dunn, Shannon; Fernandez, Darran;
Lane; Doug H. Mitchell; Celeste Haldane; Fung, Kenneth; Fiona Macfarlane
PLEASE READ RE: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF
GOVERNORS OF THE UNIVERSITY OF BRITISH COLUMBIA
High
13, 14, 22
Regards,
John
Vice Chair
RBC Wealth Asset Management Inc.
I T. (604) 408 6062 I F. (604) 408 6024 I jmontalbano(hn.com
From: Kahlon, Reny [mailto:rkahlonmail.ubc.ca]

Sent: 2015, July, 31 7:53 PM
To: John Montalbano; Lindsay Gordon; Greg Peet; Alice Laberge; David Sidoo; Birgit Bennett; Alan Shuster; Treschow,
Krupa, Jeffrey; Johnston, Richard; Lehman, Darrin; Dunn,
Michael;
22
Shannon; Fernandez, Darran; Lane; Doug H. Mitchell; Celeste Haldane; Fung, Kenneth; Fiona Macfarlane; Gupta,
Arvind (mitacs.ca)
Subject: Fwd: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS OF THE UNIVERSITY
OF BRiTISH COLUMBIA
000594

-
TO: All Governors
NOTICE OF SPECIAL MEETING OF THE MEMBERS Of

THE BOARD OF GOVERNORS OF THE UNIVERSITY Of BRITISH
COLUMBIA
NOTICE IS HEREBY GIVEN that an in-camera special meeting of the members

of the Board of Governors has been called. Attendance at the meeting will be
restricted to members of the Board of Governors except to the extent that the Chair
of the Board of Governors invites one or more person(s) to present information to
or respond to questions from the members of the Board of Governors. The meeting
will be held in the Main Boardroom at the offices of Harris & Company LLP, on
the j4th Floor, at 550 Burrard Street, Vancouver, British Columbia on August 7,
2015, at nine oclock a.m. Those who are unable to attend the meeting in person
may participate via teleconference by dialing 604-678-6074 or 1-855-453-6952
and then using conference ID 5584584.
1. To consider the resignation by Professor Arvind Gupta of his appointment as

President of the University of British Columbia; and
2. To pass such resolutions and take such actions as may be necessary in relation to
such resignation including, without limiting the generality of the foregoing:
000595
i) the appointment of a Special Committee and its members convened

by the Chair of the Board of Governors (Special Committee);
ii) all directions given and actions taken by the Special Committee;
and
iii) all actions taken by any person at the direction of the Special
Committee; and
(b) To appoint a further Special Committee and to confer upon that Special
Committee the power and authority to:
i) deal with any issues or matters that may be related to the resignation
by Professor Arvind Gupta of his appointment as President of the
University of British Columbia and the appointment of interim
successor(s) to the President; and
ii) suspend or supersede the operation of Board of Governors Policy
19 (Acting President) for the purposes of the appointment of interim
successors to the President by the Special Committee until such time
as a new President (other than an interim successor) takes office.
BY ORDER OF THE CHAIR OF THE BOARD Of GOVERNORS:
July 31, 2015
John Montalbano
Date
Renv Kahion
Boctrd Secretary
3
000596
Managing Director/
Old Administration Bttilding
6328 Memorial Road
Tetephone. 604-822-2127
BR: 604-505-7771
fax: 604-822-1205
E-mail: reny. kahlon(ubc. ca
000597
Kahion, Reny
Kahion, Reny
Thursday, August 06, 2015 11:25 PM
John Montalbano; Lindsay Gordon; Greg Peet; Alice Laberge; David Sidoo; Birgit
Bennett; Alan Shuster; Treschow, Michael;
22
Krupa, Jeffrey; Johnston, Richard; Lehman, Darrin; Dunn, Shannon;
22
Fernandez, Darran; Lane; Doug H. Mitchell; Celeste Haldane; Fung, Kenneth; Fiona
Macfarlane
RE: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS
From:
Sent:
To:
Subject:
REMINDER: THE LOCATION AND TIME FOR TOMORROWS BOARD MEETING.
Harris & Company LLP, on the 14th Floor, at 550 Burrard Street, Vancouver, British
Columbia on August 7, 2015, at nine oclock a.m.
DIAL IN INFORMATION: 604-678-6074 or 1-855-453-6958 and then using conference ID

5584584.
David Sidoo to dial: $00819019
Birgit Bennett to dial: 00-80090 148380
Reny
From: Kahion, Reny
To: John Montalbano; Lindsay Gordon; Greg Peet; Alice Laberge; David Sidoo; Birgit Bennett; Alan Shuster; Treschow,
22
Michael;
Krupa, Jeffrey; Johnston, Richard; Lehman, Darrin; Dunn,
Shannon; Fernandez, Darran; Lane; Doug H. Mitchell; Celeste Haldane; Fung, Kenneth; Fiona Macfarlane; Gupta,
Arvind (mitacs.ca)
Subject: Fwd: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS OF THE UNIVERSITY
OF BRITISH COLUMBIA

-
TO: All Governors
000598
NOTICE OF SPECIAL MEETING OF THE MEMBERS OF

THE BOARD OF GOVERNORS OF THE UNIVERSITY OF BRITISH
COLUMBIA
NOTICE IS HEREBY GIVEN that an in-camera special meeting of the members

of the Board of Governors has been called. Attendance at the meeting will be
restricted to members of the Board of Governors except to the extent that the Chair
of the Board of Governors invites one or more person(s) to present information to
or respond to questions from the members of the Board of Governors. The meeting
will be held in the Main Boardroom at the offices of Harris & Company LLP, on
the 14th Floor, at 550 Burrard Street, Vancouver, British Columbia on August 7,
2015, at nine oclock a.m. Those who are unable to attend the meeting in person
may participate via teleconference by dialing 604-678-6074 or 1-855-453-6958
and then using conference ID 5584584.
1. To consider the resignation by Professor Arvind Gupta of his appointment as

President of the University of British Columbia; and
2. To pass such resolutions and take such actions as may be necessary in relation to
such resignation including, without limiting the generality of the foregoing:
i) the appointment of a Special Committee and its members convened

by the Chair of the Board of Governors (Special Committee);
000599
ii) all directions given and actions taken by the Special Committee;
and
iii) all actions taken by any person at the direction of the Special
Committee; and
(b) To appoint a further Special Committee and to confer upon that Special
Committee the power and authority to:
i) deal with any issues or matters that may be related to the resignation
by Professor Arvind Gupta of his appointment as President of the
University of British Columbia and the appointment of interim
successor(s) to the President; and
ii) suspend or supersede the operation of Board of Governors Policy
19 (Acting President) for the purposes of the appointment of interim
successors to the President by the Special Committee until such time
as a new President (other than an interim successor) takes office.
BY ORDER OF THE CHAIR OF THE BOARD OF GOVERNORS:
July 31, 2015
John Montalbano
Date
Rem Kah ion

Board Secretaiy
Managing Director/
3
000600

6328 Memorial Road
Telephone: 604-822-2127
BB: 604-505-7771
fax: 604-822-1205
E-mail: reny.kahlon4ubc. ca
000601
Kahion, Reny
Lane Merrifield
22
Thursday, August 06, 2015 11:33 AM
Kahion, Reny
Re: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS
From:
Sent:
To:
Subject:
Unfortunately Ill have to dial in.
22
Lane
On Aug 5, 2015, at 10:32 PM, Kahion, Reny <rkahlon(mail.ubc.ca> wrote:

Hi Lane, Celeste, Alan and Dr. fung: Will you be joining in person or by phone? Please let me
know thanks. Thanks. R
From: Kahion, Reny

To: John Montalbano; Lindsay Gordon; Greg Peet; Alice Laberge; David Sidoo; Birgit Bennett; Alan
22
Shuster; Treschow, Michael;
Krupa, Jeffrey; Johnston,
Richard; Lehman, Darrin; Dunn, Shannon; Fernandez, Darran; Lane; Doug H. Mitchell; Celeste
Haldane; Fung, Kenneth; Fiona Macfarlane; Gupta, Arvind (mitacs.ca)
Subject: Fwd: NOTICE OF SPECIAL MEETING OF THE MEMBERS OF THE BOARD OF GOVERNORS OF
THE UNIVERSITY OF BRITISH COLUMBIA
PRIVATE & CONFIDENTIAL NOT FOR FURTHER

DISTRIBUTION
-
TO: All Governors

NOTICE OF SPECIAL MEETING OF THE MEMBERS Of
THE BOARD Of GOVERNORS OF THE UNIVERSITY OF
BRITISH COLUMBIA
NOTICE IS HEREBY GIVEN that an in-camera special meeting of
the members of the Board of Governors has been called. Attendance
at the meeting will be restricted to members of the Board of
Governors except to the extent that the Chair of the Board of
Governors invites one or more person(s) to present information to or
respond to questions from the members of the Board of Governors.
The meeting will be held in the Main Boardroom at the offices
of Harris & Company LLP, on the 14th Floor, at 550 Burrard
Street, Vancouver, British Columbia on August 7, 2015, at nine
1
000602
oclock a.m. Those who are unable to attend the meeting in person
may participate via teleconference by dialing 604-678-6074 or 1-855453-6958 and then using conference ID 5584584.
1. To consider the resignation by Professor Arvind Gupta of his
appointment as President of the University of British Columbia; and
2. To pass such resolutions and take such actions as may be necessary
in relation to such resignation including, without limiting the
generality of the foregoing:
i) the appointment of a Special Committee and its
members convened by the Chair of the Board of
Governors (Special Committee);
ii) all directions given and actions taken by the Special
Committee; and
iii) all actions taken by any person at the direction of the
Special Committee; and
(b) To appoint a further Special Committee and to confer upon
that Special Committee the power and authority to:
i) deal with any issues or matters that may be related to
the resignation by Professor Arvind Gupta of his
appointment as President of the University of British
Columbia and the appointment of interim successor(s) to
the President; and
ii) suspend or supersede the operation of Board of
Governors Policy 19 (Acting President) for the purposes
of the appointment of interim successors to the President
by the Special Committee until such time as a new
President (other than an interim successor) takes office.
BY ORDER OF THE CHAIR OF THE BOARD OF GOVERNORS:
July 31, 2015
Date

John Montalbano
2
000603
Reny Kah ion

Board Secretcuy
Managing Director/
6328 Memorial Road
Vancouver, B.C. Canada V6T]Z2
Telephone: 604-822-2127
BB: 604-505-7771
Fax: 604-822-1205
E-mail: reny.kahlon(D,ubc. ca
<Notice of Special Meeting (resignation).pdf>
000604
Kahion, Reny
From:
Sent:
To:
Cc:
Subject:
Attachments:
Kahion, Reny
Thursday, August 06, 2015 11:25 PM
Ross, Kate
Lindsay Gordon
22
Senior Leadership Transition
UBC News Release_Leadership Transition (FINAL Aug 6 2015).doc
Hi Kate: As per our conversation. Reny

Dear Senators
UBCV& UBCO
As members of the Academic Leading bodies of our University, we wanted to reach out to you personally to
inform you that earlier today, the Board of Governors received and accepted Dr. Guptas resignation as
President and Vice-Chancellor of the University of British Columbia. Please see the attached broadcast e-mail
that will be sent out to the wider university community which provides further details.
Dr. Martha Piper, who previously served as UBCs 11th president from 1997 to 2006 has agreed to serve as
interim president from Sept. 1, 2015 to June 30, 2016.
As the interim-president will not take office until September 1, 2015, Dr. Angela Redish, provost pro tern, will
be the acting president for the remaining month of August.
We look forward to working with you as the Board prepares to launch the search process for a new President as
quickly as possible.
Yours sincerely,
Lindsay Gordon
Chancellor
John Montalbano
Chair, Board of Governors
Reny Kahion
Managing Director
Office of tkeBoard of Governors
6322 Memorial Road
Vancouver, B. C. canada V6T 1Z2
1
000605
Telephone. 604-822-2127
BB: 604-505-7771
Fax: 604-222-1205
E-mail: rern. kahlon(,ubc. ca
000606
Kahion, Reny
From:
Sent:
To:
Cc:
Subject:
Ross, Kate
Friday, August 07, 2015 8:38 AM
Lindsay Gordon
Kahlon, Reny
RE: Senior Leadership Transition
Reny,
Can you please send me the Broadcast email when it is ready so I can attach it to the email to the Senators.
Thanks
Kate
From: Lindsay Gordon [mailto:lindsay.gordon@icloud.coml
Sent: Friday, August 07, 2015 6:35 AM
To: Ross, Kate <kate.ross@ubc.ca>
Cc: Kahlon, Reny <rkahlon@mail.ubc.ca>
Subject: Re: Senior Leadership Transition
Many thanks Kate. As we discussed, please keep strictly confidential and wait for word from Reny or Susan
prior to release.
Reny will invite you to the Exec team call to be hosted by John which is anticipated late morning.
Sincere thanks for your support in this difficult period.
Lindsay
On Aug 7, 2015, at 6:30 AM, Ross, Kate <kate.ross@ubc.ca> wrote:
Good morning,
Great message. No suggested edits.
Best,
Kate
Sent from my iPhone
On Aug 6, 2015, at 11:25 PM, Kahion, Reny <rkahIon(maiI.ubc.ca> wrote:
Hi Kate: As per our conversation. Reny
Dear Senators
UBCV& UBCO
As members of the Academic Leading bodies of our University, we wanted to
reach out to you personally to inform you that earlier today, the Board of
Governors received and accepted Dr. Guptas resignation as President and Vice
Chancellor of the University of British Columbia. Please see the attached
1
000607
broadcast e-mail that will be sent out to the wider university community which
provides further details.
Dr. Martha Piper, who previously served as UBCs 11th president from 1997 to
2006 has agreed to serve as interim president from Sept. 1, 2015 to June 30,
2016.
As the interim-president will not take office until September 1, 2015, Dr. Angela
Redish, provost pro tern, will be the acting president for the remaining month of
August.
We look forward to working with you as the Board prepares to launch the search
process for a new President as quickly as possible.
Yours sincerely,
Lindsay Gordon
Chancellor
John Montalbano
Reny Kahion
Managing Director
Office of teBoard of Governors
Old Administration Bttitding
6328 Memorial Road
Vancottver, B. C. Canada V6T 1Z2
Telephone: 604-822-2127
BB: 604-505-7771
fax: 604-822-1205
F-mail: reny.kahlon(D,ubc. ca
<UBC News Release_Leadership Transition (FINAL Aug 6

201 5).doc>
000608
Kahion, Reny
From:
Sent:
To:
Subject:
Kahion, Reny
Friday, August 07, 2015 7:57 PM
John Montalbano
Re: Presidents resignation
Lisa is looking after all the union heads

R
Sent from my iPad
On Aug 7, 2015, at 6:19 PM, John Montalbano <jmontalbano(,phn.com> wrote:
Who contacted Mark? Please see below.
Regards,
John

To: John Montalbano
Subject: Presidents resignation
Dear John,
I am still processing the shock of Arvinds resignation today. As well, I have been flooded with
communications from faculty on this event. The reaction is very strong.
I am not sure how to respond, but I will be making decisions over the weekend and generating a
communication to the faculty that will go out on Monday morning. It is my goal that this
communication be well considered and reasonable.
The present situation is very precarious for UBC. Any public relations issues will be short term,
but the relationship between the Board and Administration, particularly the Deans, and the
faculty of the university is at stake here. No university operates well if the faculty lose
confidence in its leaders.
As always, I am committed to the relationship between the Faculty Association and the
University, and I will continue to operate under a model of trust and dialogue with the Board,
and with Drs. Redish and Piper as they respectively take on the roles of Acting President over the
next year. I have a strong commitment to UBC, both personally and professionally, and I
sincerely hope that the openness to conversations with administrators that I experienced under
Arvinds administration will continue through this transition.
Sincerely,
000609
Mark
Mark Mac Lean
President I UBC Faculty Association
The University of British Columbia I Vancouver
1984 Mathematics Road I Vancouver, BC Canada V6T 1Z2
Phone 604 822 3883
macleanmath.ubc.ca
distribution, use, reproduction or alteration of the information contained in this electronic message, by the addressee or
by any other recipient, without the prior written consent of the sender is strictly prohibited. If you have received this
electronic message in error, please notify the sender.
000610
Kahion, Reny
From:
Sent:
To:
Cc:
Subject:
Lisa Cast
22
Friday, August 07, 2015 8:57 PM
John Montalbano
Kahlon, Reny
Re: Fw: Presidents resignation
I did John as the President of the FA (and certain other unions) were assigned to me on the roll out list. It was a
brief call.
He has also sent me a note with some of the same content.
On Friday, August 7, 2015, John Montalbano <Imontalbano@phn.com> wrote:
Who contacted Mark? Please see below.
Regards,
John

To: John Montalbano
Subject: PresidentTs resignation
Dear John,
I am still processing the shock of Arvinds resignation today. As well, I have been flooded with
communications from faculty on this event. The reaction is very strong.
I am not sure how to respond, but I will be making decisions over the weekend and generating a communication
to the faculty that will go out on Monday morning. It is my goal that this communication be well considered
and reasonable.
The present situation is very precarious for UBC. Any public relations issues will be short term, but the
relationship between the Board and Administration, particularly the Deans, and the faculty of the university is
at stake here. No university operates well if the faculty lose confidence in its leaders.
As always, I am committed to the relationship between the Faculty Association and the University, and I will
continue to operate under a model of trust and dialogue with the Board, and with Drs. Redish and Piper as they
respectively take on the roles of Acting President over the next year. I have a strong commitment to UBC, both
personally and professionally, and I sincerely hope that the openness to conversations with administrators that I
experienced under Arvinds administration will continue through this transition.
Sincerely,
Mark
Mark Mac Lean
1
000611
President I UBC Faculty Association

The University of British Columbia Vancouver
1984 Mathematics Road I Vancouver, BC Canada V6T 1 U
Phone 604 822 3883
macleantmath.ubc.ca
000612
Susan Danard Emails

containing Arvind or Gupta and resignation or Piper
000612
From:
To:
Subject:
Date:
Danard, Susan
de Jager, Adriaan
FW: Q. for audit story
Monday, May 04, 2015 9:56:40 AM
FYI were formulating a response and will keep you in the loop.
From: Stuart, Gavin

Sent: Sunday, May 03, 2015 7:54 PM
To: Danard, Susan
Cc: Valensky, Cindi; Kladko, Brian
Subject: FW: Q. for audit story
Susan: any advice on this? Tx. Gavin
From: stromp [mailto:stromp@telus.net]

Sent: Sunday, May 03, 2015 7:44 PM
To: Stuart, Gavin
Cc: stromp@telus.net; PPS Information
Subject: Q. for audit story
Dear Gavin Stuart and Ian Burgess:
This is Stanley Tromp, writing a story on medical fraud issues at UBC, for the Globe and
Mail, BC section. I have been writing news on UBC (where I graduated in political science)
for 20 years, first for the Ubyssey, where I wrote my first UBC internal audit story in 1997,
on the parking branch. I have interviewed UBC presidents Strangway, Piper, Toope and
Gupta, and many other UBC officials. My profile - http://www3.telus.net/index100/author
I am away all Monday on another task, but would like to call Tuesday morning to chat briefly.
I am at 604-733-7595. Backgrounder is below. (I made the initial FOI requests for the audits.)
Can you confirm all the points in the Ubyssey story are right? http://ubyssey.ca/news/medicalresearcher-fired-over-alleged-425000-fraud-324/
[e.g., We await details from the Vancouver Police investigation, said Stuart. If the Crown
decides to press charges, it will release more information about the case to the public. /
UBC has not recouped funds at this point, said Stuart. There are three avenues open to the
university to recoup money in a case of financial impropriety. One, wait for a judge to order
repayment conditions after a criminal trial.
Two, seek restitution in a civil proceeding. Or three, through our insurance providers.]
Do you have any updates on these issues below?

The audit: In the past few years, Internal Audit has been involved in a number of
investigations in the Faculty of Medicine that have involved financial impropriety. . . .
Financial management in Medicine is complex and has risks unique to the University due its
size, its many locations, its relationship to the Health Authorities, and its multiple funding
sources. [e.g., Dr. Zed at Dentistry] UBC is starting a new integrated management system to
000613
combat fraud. Several problems were noted in separate audits:

[1] Two years ago the University of B.C. fired a medical researcher after $425,000 was lost
mainly from his practice of claiming the same expenses two or three times. The Vancouver
Police Department says it is investigating the case but will not talk about it.
[2] Yet another UBC audit criticized the universitys Centre for Molecular Medicine and
Theraputics for operating an unauthorized bank account with poor controls from 2001 until its
closure in April 2013, a fund that gave short-term loans to staff for expenses. Transactions
were approximately $40K per year [Q - Were all these loans repaid?]
(This seems not fraud, but rather just poor judgement. It should be noted, however, that
based on our limited scope, we did not uncover any evidence of financial impropriety.
[3] Another employee of an unnamed dept. spent $27,700 improperly on her UBC AMEX
card. UBC reported it to the RCMP. She was sent home on administrative leave, and resigned
three days later. If she had not resigned, she would have been terminated by UBC for just
cause.
Insurance covers many of these losses. In another case, an employee misused her UBC AMEX
card for personal expenses, but because the net loss of $12,035 is less than Universitys
insurance deductible, an insurance claim will not be submitted.
(A note on insurance John Mwotassubi, the former financial manager of UBC's pediatrics
department, was sentenced in 2012 to two years of house arrest for stealing more than
$450,000 in a cheque scheme. He was caught in 2010 when UBC installed a new program
designed to detect employee fraud. UBC said - This incident has been reported to the
Universitys insurers representative under the employee dishonesty clause. Initial meetings
with the insurers indicate that the theft fits with the insured agreement, which has coverage of
up to $2M per incident, with a $50K deductible.)
[4] There was a financial impropriety in 2012 by an Administrator employed at both UBC
and VCH. The administrator had submitted unauthorized timesheets to overpay herself
payroll and benefits. As a result, she received combined pay from UBC and VCH of
approximately 180% FTE for work that was equivalent to only 100%. (Two other employees
did the same.)
[5] 2011 audit: Controls over UBC Dept. of Pediatrics bill-backs are unstructured, not
transparent and require enhancements Two findings initially raised in two previous
internal audits remain unaddressed.
[6] A separate audit of 2012 by VCH warned that lack of oversight over $100 million worth of
health research funds could bring a risk of fraud, with "increased risk of research staff double
dipping and being paid by UBC and VCH." These risks were assigned to the High Priority red
category. UBC said it has since installed stronger financial controls. [more.] See my story
in the Courier at http://www.vancourier.com/news/audit-finds-vch-ubc-research-funds-athigh-risk-for-fraud-1.388035 Mr. Burgess replied to this.
000614
[7] Audits of UBC TRAVEL & EXPENSE PROJECT PILOT Payment & Procurement
Services and BUILDING OPERATIONS AUDIT REPORT were blanked out. [What was
there?]
[8] 2010 audit - a financial review of the transactions in Teaching and Learning Education
Fund grants. (The TLEF was created in 1991 to enrich student learning by supporting
innovative and effective educational enhancements. The fund is financed by a portion of UBC
tuition fees paid by undergraduate and graduate students.)
Our investigation uncovered evidence, leading to our opinion that the behaviour has included
financial misconduct and inappropriate use of TLEF grants. One employee was terminated
with cause.
[9] 2011 audit - As a result of a routine financial audit in 2006, Internal Audit became aware
of 4 outside bank accounts that were held by researchers in the Department of Psychology for
the purpose of paying subjects, a nominal fee, for assistance in research studies. Outside bank
accounts are in violation of UBC policy unless Financial Services has specifically approved
them. Small amounts.
====================
000615
From:
To:
Subject:
Date:
UBC Broadcast Email

Danard, Susan
UBC Announces Leadership Transition
View in Browser
UBC Announces Leadership

Transition
To: Faculty and Staff in Vancouver and the Okanagan
We wish to inform you that the UBC Board of Governors regretfully accepted
President Arvind Guptas resignation today. Dr. Gupta has made meaningful
accomplishments in his tenure as President, but has decided he can best contribute
to the university and lead Canadas innovation agenda by resuming his academic
career and leadership roles in the business and research community.
Dr. Gupta, who has a PhD in computer science from the University of Toronto and
was Chief Executive Officer and Scientific Director of Mitacs, a not-for-profit
organization that fosters Canadas next generation of global innovators, is
recognized nationally and internationally for leading research-based innovation. We
are delighted Dr. Gupta will continue to build on these accomplishments with his
return to UBCs Department of Computer Science, where he will continue to provide
national policy advice on research, innovation, science and technology.
We would like to thank Dr. Gupta for his service to the university community and
acknowledge his hard work, integrity, and dedication. We would also like to thank Dr.
Guptas wife, UBC alumn Dr. Michelle Pereira, for her extensive volunteer work on
behalf of the university, including building relationships for the university at home and
abroad during Dr. Guptas tenure.
Dr. Guptas focus during his tenure was on UBCs core academic mission. He also
developed an emerging strategy to support diversity and under-represented groups
in the university, enhanced the student experience through better services, such as
improved access to mental health services, UBC successfully raised over $200
million in one of the largest fundraising exercises in its history, and he facilitated a
$66 million research grant that is the single largest in the history of UBC.
We are also pleased to announce that Martha Piper, who previously served as UBCs
president from 1997 to 2006, will serve as interim president from Sept. 1, 2015 to
June 30, 2016 while the university conducts a comprehensive, global search for a
000616
new leader.
Many of you will remember Dr. Pipers outstanding work stewarding UBC to become
one of the leading research universities in the world, for which she was recognized
with many honors, including the Orders of Canada and British Columbia. She is also
a Fellow of the Royal Society of Canada. Since leaving UBC, she has served on
numerous charitable and business boards. Currently, she is a member of the boards
of the Bank of Montreal, CARE Canada, the Dalai Lama Center for Peace and
Education, and the Canadian Stem Cell Foundation.
For more details, please visit http://news.ubc.ca/2015/08/07/ubc-announcesleadership-transition/
Looking ahead, UBC will establish a process as soon as possible with the Senates to
search for and select a permanent replacement. During the month of August, Dr.
Angela Redish will be the acting president, in addition to provost pro tem.
Change can be challenging and whats important to remember is the strength of
leadership throughout the organization. We have strong academic leaders in our
deans, faculty who are world-renowned experts in their fields, and staff who go
beyond the extra mile to ensure we deliver an inspiring learning and research
environment.
As the Chair of the Board of Governors and the Chancellor, we can attest that the
work that you do is much appreciated.
Regards
John Montalbano
Chair, UBC Board of Governors
Lindsay Gordon
Chancellor
UBC Broadcast Emails are used to communicate time sensitive, organization-wide

information to faculty, staff and students. To find out more, visit the UBC Broadcast
Email website. If you are not affiliated with UBC and are receiving this email by
mistake, you can Unsubscribe
000617
From:
To:
Subject:
Date:
Attachments:
Meiszner, Peter
Danard, Susan
Early social media chatter re: Arvind
EFD989CE-585E-414E-89E6-7CA57D8E4C86[68].png
Screen Shot 2015-08-07 at 1.51.37 PM.png
Hi Susan,
Heres an update of the various chatter around social media:
1:15 pm Arvind Gupta now trending in Vancouver:
Weve had an average of 400 people at any given moment reading the Arvind article on news.ubc.ca (most
coming from Facebook and Twitter)
Reddit thread:
https://www.reddit.com/r/UBC/comments/3g65o3/whats_going_on_with_president_ar
vind_gupta/
Main themes of tweets:
Surprise departure
quits after only one year
whats the real story?
Martha Piper returning
Early tweets from media outlets/reporters (release sent at 1:15 pm)

https://twitter.com/jcbcp/status/629747992719798272 (1:16 pm)
https://twitter.com/marshalederman/status/629748073221107712 (1:16 pm)
000618
https://twitter.com/CKNW/status/629748461160673280 (1:18 pm)

https://twitter.com/HuffPostBC/status/629748839021445121 (1:19 pm)
https://twitter.com/richardzussman/status/629748738819555330 (1:19 pm)
https://twitter.com/KarenSoOmni/status/629748717315186688 (1:19 pm)
https://twitter.com/1130reporter/status/629748665133998080 (1:19 pm)
https://twitter.com/kmqyvr/status/629749396905656320 (1:22 pm)
https://twitter.com/GlobalBC/status/629749450072817665 (1:22 pm)
https://twitter.com/jcbcp/status/629749554611511298 (1:22 pm)
https://twitter.com/CTVVancouver/status/629749570273189888 (1:22 pm)
https://twitter.com/BC1/status/629749449926004736 (1:22 pm)
https://twitter.com/TheSunnyDhillon/status/629749686694477824 (1:23 pm)
https://twitter.com/j_mcelroy/status/629750284068061184 (1:25 pm)
https://twitter.com/VancouverSun/status/629750253500010496 (1:25 pm)
https://twitter.com/DougCheng/status/629750709009940480 (1:25 pm)
https://twitter.com/farhanmohamed/status/629750944180383745 (1:28 pm)
UBC Insiders retweets UBC Public Affairs (1:29 p.m.)
https://twitter.com/Hermida/status/629750768149487617
https://twitter.com/kmqyvr/status/629751019770019840
https://twitter.com/David_Moscrop/status/629750369703194624
https://twitter.com/richardzussman/status/629749360662839296
https://twitter.com/charlesmenzies/status/629750365517430784
This is a strange event - Pres resigns after barely 1 yr in office. There is more to this story not
being told. http://ln.is/news.ubc.ca/2015/08/WtMUC
https://twitter.com/JanetBrown980/status/629751212674387968
https://twitter.com/JillSlattery/status/629751670918938625
https://twitter.com/fabulavancouver/status/629748639070425088
https://twitter.com/Hermida/status/629750768149487617
https://twitter.com/SamRochadotcom/status/629751917476888577
https://twitter.com/MikeKlassen/status/629751775487070208
https://twitter.com/rodmickleburgh/status/629751772165222403
Wow. Shock at #UBC. New president Arvind Gupta has resigned, after just a year in the job.
There had been executive firings and much turmoil
https://twitter.com/DougCheng/status/629750709009940480
https://twitter.com/VancouverSun/status/629752320557912064
https://twitter.com/zhaoEZ/status/629752327650439168
https://twitter.com/EWayneRoss/status/629752662880317440
https://twitter.com/straightnews/status/629754110393257984
000619
https://twitter.com/Samadeus/status/629753979996483584
https://twitter.com/bobmackin/status/629753650659766272
UBC prez Arvind Gupta quits, returns to Computer Science Dept. Ex-prez Martha Piper returns.
Press release contains no Gupta quote. #bcpoli
https://twitter.com/VancityBuzz/status/629753371013029889
https://twitter.com/VancityBuzz/status/629753168986009600
https://twitter.com/VanObserver/status/629752814860955649
https://twitter.com/DaphneBramham/status/629752801782960128
#UBC announces sudden departure of president Arvind Gupta after only a year. Frmr
president Martha Piper is interim president.
https://twitter.com/taylor_rwilson/status/629754419727339520
https://twitter.com/w_d_mcdonald/status/629754467697602560
https://twitter.com/theprovince/status/629754586069250048
https://twitter.com/RobbieDrizzle/status/629754883139174400
https://twitter.com/peterwklein/status/629755274996289536
https://twitter.com/EWayneRoss/status/629755192687243264
https://twitter.com/RobbieDrizzle/status/629754883139174400
https://twitter.com/BryanPeeler/status/629756265896390656
https://twitter.com/ianabailey/status/629756982275149825
March 12-2014 - Arvind Gupta named #UBC president. Surprise departure announced today.
https://twitter.com/AJLER/status/629756955649638400
https://twitter.com/ubcinsiders/status/629757949083168769
Don't know much about Gupta's resignation except that no one was particularly happy with
the job he'd been doing so far.
https://twitter.com/j_mcelroy/status/629759157118173184
Alright, had a good chat with @nyonson, editor of @ubcinsiders. We talked Gupta. I'll post it
soon.
@rodmickleburgh really, it amounts to a 4-year freeze on moving forward for one of Canada's
most important universities.
@rodmickleburgh and those people will effectively be frozen until the new president is chosen
who will then pick their own person...
000620
@brentonwalters @rodmickleburgh it essentially means an extended freeze on any strategic
or personnel changes.
https://twitter.com/rodmickleburgh/status/629754764629184512
@j_mcelroy another Friday afternoon announcement.well-timedof course, just a
"leadership transition"no news here, folks.#UBC #Gupta
Peter Meiszner
Digital Editor and Social Media Strategist | Public Affairs
The University of British Columbia | Vancouver Campus
310 6251 Cecil Green Park Road | Vancouver, BC Canada V6T 1Z1
Office: 604.827.5781 | Mobile: 604.818.5685
peter.meiszner@ubc.ca|@UBCnews|@PeterMeiszner
http://news.ubc.ca
000621
From:
To:
Subject:
Date:
Danard, Susan
Corpuz-Bosshart, Lou
for the media report re. leadership transition
Saturday, August 08, 2015 9:02:00 PM
Hi Lou,
It would be good to include this student news release in the media summary re. Dr. Gupta's departure.
Thanks for your hard work on this.
Susan
http://gss.ubc.ca/main/?latest-news=tobias-friedel-arvind-guptaresignation&utm_content=buffer87dce&utm_medium=social&utm_source=plus.google.com&utm_campaign=buffer
000622
From:
To:
Subject:
Date:
Danard, Susan
Mortenson, Bud
Re: Preview -- Okanagan faculty and staff note from Deborah
Sunday, August 09, 2015 12:39:13 PM
Looks fine. Tx.

Sent from my iPhone
On Aug 9, 2015, at 12:18 PM, "Mortenson, Bud" <bud.mortenson@ubc.ca> wrote:
13
000623
13
000624
From:
To:
Subject:
Date:
Attachments:
Chiose, Simona
Danard, Susan
RE: correction
Tuesday, August 11, 2015 12:45:08 PM
image001.png
Just to be clear, Susan, we are not making a correction or clarification though.

To: Chiose, Simona
Subject: RE: correction
Really appreciate it. Im not a lawyer, so just passing on what they say they do know BC publicsector law inside and out. In the future, they should flag on the website that the contact is subject to
over-arching provincial laws to make both yours and my job easier!
Susan
From: Chiose, Simona [mailto:SChiose@globeandmail.com]

Sent: Tuesday, August 11, 2015 12:36 PM
To: Danard, Susan
I can make a note of it, sure, but imho, the language and terms of contracts that the university
enters into must align with provincial legislation.

To: Chiose, Simona
Sorry, Simona, but your interpretation is not correct. Provincial legislation limits severance of public
sector CEOs in BC and would kick in. You are reading the contract without the benefit of knowing
the provincial laws that also apply. Can you please make a note of this? If not a correction, for your
own reference?
The executive, including our legal counsel, is asking, realizing of course that you had no context so
we didnt make it easy for you.
Susan
From: Chiose, Simona [mailto:SChiose@globeandmail.com]

Sent: Tuesday, August 11, 2015 12:24 PM
To: Danard, Susan
Hi Susan
I dont think this is a correction.
000625

If it had been a termination with cause it looks like 2.3 would have applied, and the president
would receive neither notice nor pay. (But he may have sued.)
If the Board had terminated the contract without cause then 2.7 would have applied pay until end
of term. What I reported.
Because he resigned, 8.6 applies.
The story said:
Had the Board of Governors terminated his contract without cause, the university would have owed
Dr. Gupta three years full pay.
So it specifies that the money would have been owed if theyd fired him without cause which would
have been the alternative had he not resigned. This is all assuming there was no cause to fire
him, or BoG would have proceeded in that way.
Best,
Simona

To: Chiose, Simona
Subject: correction
Hi Simona,
The UBC executive asked me to flag one thing in your article on the resignation of Dr. Gupta: The
presidents contract does not provide a four-year severance. Had this been a termination, the
severance would have been limited under provincial legislation forpublic sectorCEOs (including the
UBC president)to nine months.
We realize the legal language in the contract is obtuse, and frankly hard to understand, and were
endeavoring to make it more straight-forward in the future. In the meantime, would it be possible
to add a small note to your article since, as you can appreciate, the provincial government was quite
surprised with us when they read this!
Thanks!
Susan Danard
Managing Director, Public Affairs
Phone 604.822.2064Cell 604.312.0845
308 6251 Cecil Green Park Road | Vancouver, BC Canada V6T 1Z1
susan.danard@ubc.ca
www.ubc.ca/news
000626
From:
To:
Subject:
Date:
Google Alerts
Danard, Susan
Google Alert - UBC
Tuesday, August 11, 2015 12:41:16 PM
UBC
As-it-happens update August 11, 2015
WEB
UBC president abruptly resigns, leaving many unanswered questions

Academica Group
UBC President Arvind Gupta abruptly resigned on Friday, with the university announcing that Martha
Piper would serve as Interim President until a...
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000627
From:
To:
Subject:
Date:
Gupta, Arvind
Danard, Susan
Fwd: The Ubyssey: Request For Comment
Wednesday, August 12, 2015 9:01:58 AM
-------- Original message -------From: Ubyssey News <news@ubyssey.ca>

Date: 08-12-2015 08:50 (GMT-08:00)
Subject: The Ubyssey: Request For Comment
Dear Dr. Gupta,
Sorry to bother you, but I wanted to reach out once more before the week is over. As you
know from my previous email, my name is Emma Partridge, news editor for UBC's student
newspaper, the Ubyssey.
The paper was hoping to learn a bit more about your resignation, and I was wondering if you could offer any comments at this
point in time. I could send questions ahead via email, an interview could be arranged, or if you simply were able to forward
general comments about your resignation to me I would sincerely appreciate it.
Please do let me now if you are responding to media inquires at this time. My phone number is 1250-801-6222 if you
preferred to respond that way. Thank you so much for your time today.
All the best,
Emma Partridge
--

w:604-822-2301
000628
From:
To:
Subject:
Date:
Ubyssey News
Danard, Susan
Two questions about Dr. Gupta"s resignation
Hello Susan,
Thank you very much for your help over the last few days, I imagine it's been a very busy
week.
I did have two inquires that I wanted to direct to you. I was, first of all, wondering if the
university can say what UBC will be paying Dr. Gupta in benefits during his academic leave.
If you had that information handy, please do send it my way, but if I ought to be asking
someone else please do let me know where best to direct my question. Thank you very much
for any assistance you can provide with regards to that.
I also wondered if the University could provide the Ubyssey with a copy of Dr. Gupta's
severance agreement or if I am better off to file a FOI request for that document. If you
wanted to call in order to talk, feel free! I'm available all day.
Again, thanks very much. All the best,
Emma
--

w:604-822-2301
000629
Emails between
Presidents Office, Board of Governors & Ministry of Education
000631
From:
To:
Cc:
Subject:
Date:
Attachments:
AVED Deputy Minister AVED:EX

"Kathy_kinloch@bcit.ca"; XT:Lockie, Peter FIN:IN; "kbulcroft@capilanou.ca"; "reiserh@cnc.bc.ca";
"dwalls@cotr.bc.ca"; "dentonk@douglascollege.ca"; "rburnett@ecuad.ca"; "mtarko@jibc.ca";
"alan.davis@kwantlen.ca"; "ltrotter@langara.bc.ca"; XT:Tourand, Ken FIN:IN; "John.Bowman@nic.bc.ca";
"nrubidge@nlc.bc.ca"; "kburt@nwcc.bc.ca"; "jhamilton@okanagan.bc.ca"; "allan.cahoon@royalroads.ca";
"agraeme@selkirk.ca"; "petter@sfu.ca"; "president@tru.ca"; Gupta, Arvind; "daniel.weeks@unbc.ca";
"mark.evered@ufv.ca"; "pres@uvic.ca"; "pnunoda@vcc.ca"; "ralph.nilson@viu.ca"
"David_Karppinen@bcit.ca"; "smedleyr@camosun.bc.ca"; "larthur@capilanou.ca"; "beaulieum@cnc.bc.ca";
"bodnaruk@cotr.bc.ca"; "daileyl@douglascollege.ca"; "Mennell@ecuad.ca"; "jhaberfield@jibc.ca";
"Keri.Vangerven@kpu.ca"; "ahsu@langara.bc.ca"; "pabrown@nvit.bc.ca"; "sue.bate@nic.bc.ca";
"hlarden@nlc.bc.ca"; "amcdougall@nwcc.bc.ca"; "JCampbell@okanagan.bc.ca";
"Karen.Mckeown@royalroads.ca"; "charder@selkirk.ca"; "Laura_Farrelly@sfu.ca"; "astrachan@tru.ca"; Chan,
Connie; "rushton@unbc.ca"; "jill.smith@ufv.ca"; "presadmn@uvic.ca"; "jbutt@vcc.ca"; "Janet.King@viu.ca";
"robin.ciceri@rucbc.ca"; "ruth.wittenberg@ufv.ca"; "jimreed@bccolleges.ca"; "martin@bccie.bc.ca";
"Lawrence_Gu@bcit.ca"; "WilmshurstG@camosun.bc.ca"; "dhooker@capilanou.ca"; "oldb@cnc.bc.ca";
"Bowron@cotr.bc.ca"; "ouyangg@douglascollege.ca"; "kmdavies@jibc.ca"; "stuart.mcilmoyle@kwantlen.ca";
"apatel@langara.bc.ca"; "mark.herringer@nic.bc.ca"; "kthomas@nvit.bc.ca"; "snickel@nlc.bc.ca";
"dstava@nwcc.bc.ca"; "rboris@okanagan.bc.ca"; "thevi.pather@royalroads.ca"; "dbeatty@selkirk.ca";
"sjdench@sfu.ca"; "bchadwic@tru.ca"; Roldan-Flores, Leonel; "kbird@ecuad.ca"; "David.McGuire@ufv.ca";
"sklenk@uvic.ca"; "graham.pike@viu.ca"; "tchow@vcc.ca"; "sylvester.chen@unbc.ca"; Avison, Claire AVED:EX;
Brown, Susan B AVED:EX; McConnan, Kelly AVED:EX
Our Ref: 98688 Re: International Partnerships Inventory and Study Abroad Data Collection
Monday, January 12, 2015 10:38:15 AM
98688 - Letter from DM to Presidents - International Partnership Agreements and Study Abroad.pdf
Please find attached a letter from Ms. Sandra Carroll, Deputy Minister of the Ministry of Advanced
Education.
000632
Our Ref. 98688
January 12, 2014

Dear Presidents:
I am writing to request support and participation by your institution in important international

education initiatives.
As you know, in April 2014 Government announced that the British Columbia Council for
International Education (BCCIE) would be developing a comprehensive provincial inventory of
international partnership agreements and tracking study and work abroad.
Through these initiatives we expect to gain a system-wide understanding of international
education activities and be able to maximize sector opportunities. We will also develop a
baseline understanding of study and work abroad activities of British Columbians and be
positioned to measure future growth a key goal of the Provinces International Education
Strategy.
The Ministry and BCCIE are working together with a representative group of public
post-secondary institutions, the Ministry of Education, and school district representatives to
advance these projects. We appreciate the input and guidance institutional representatives have
provided to date.
A template has been distributed to your institution to collect information related to international
partnership agreements with an expected completion date of February 20, 2015. In March, an
additional request will be sent to track study and work abroad. I am seeking your institutions
full support in completing these requests.
If you have any questions, let me know or contact Ms. Claire Avison, Assistant Deputy Minister,
via phone at (250) 217-9059 or email at Claire.Avison@gov.bc.ca.
Thank you for your support and cooperation.
Sincerely,
Sandra Carroll
Deputy Minister
pc: Distribution List follows
Ministry of
Advanced Education
Office of the
Deputy Minister
/2
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000633
-2pc: Institutional Heads of International Education

Ms. Robin Ciceri, President
Research Universities Council of BC
Ms. Ruth Wittenberg, President
BC Association of Institutes and Universities
Mr. Jim Reed, President
BC Colleges
Dr. Randall Martin, Executive Director
BC Council for International Education
000634
From:
To:
Cc:
Subject:
Date:
Attachments:

"Kathy_kinloch@bcit.ca"; XT:Lockie, Peter FIN:IN; "kbulcroft@capilanou.ca"; "reiserh@cnc.bc.ca";
"alan.davis@kpu.ca"; "ltrotter@langara.bc.ca"; XT:Tourand, Ken FIN:IN; "John.Bowman@nic.bc.ca";
"David_Karppinen@bcit.ca"; "smedleyr@camosun.bc.ca"; "larthur@capilanou.ca"; "beaulieum@cnc.bc.ca";
"bodnaruk@cotr.bc.ca"; "daileyl@douglascollege.ca"; "Mennell@ecuad.ca"; "jhaberfield@jibc.ca";
"Keri.Vangerven@kpu.ca"; "ahsu@langara.bc.ca"; "pabrown@nvit.bc.ca"; "sue.bate@nic.bc.ca";
"hlarden@nlc.bc.ca"; "amcdougall@nwcc.bc.ca"; "JCampbell@okanagan.bc.ca";
"Karen.Mckeown@royalroads.ca"; "charder@selkirk.ca"; "Laura_Farrelly@sfu.ca"; "astrachan@tru.ca"; Lucarino,
Anna; "rushton@unbc.ca"; "jill.smith@ufv.ca"; "presadmn@uvic.ca"; "jbutt@vcc.ca"; "Janet.King@viu.ca";
"robin.ciceri@rucbc.ca"; "ruth.wittenberg@ufv.ca"; "jimreed@bccolleges.ca"; "martin@bccie.bc.ca";
"Lawrence_Gu@bcit.ca"; "WilmshurstG@camosun.bc.ca"; "dhooker@capilanou.ca"; "oldb@cnc.bc.ca";
"Bowron@cotr.bc.ca"; "ouyangg@douglascollege.ca"; "kmdavies@jibc.ca"; "stuart.mcilmoyle@kwantlen.ca";
"apatel@langara.bc.ca"; "mark.herringer@nic.bc.ca"; "kthomas@nvit.bc.ca"; "snickel@nlc.bc.ca";
"dstava@nwcc.bc.ca"; "rboris@okanagan.bc.ca"; "thevi.pather@royalroads.ca"; "dbeatty@selkirk.ca";
"sjdench@sfu.ca"; "bchadwic@tru.ca"; Roldan-Flores, Leonel; "kbird@ecuad.ca"; "David.McGuire@ufv.ca";
"sklenk@uvic.ca"; "graham.pike@viu.ca"; "tchow@vcc.ca"; "sylvester.chen@unbc.ca"; Avison, Claire AVED:EX;
Brown, Susan B AVED:EX; McConnan, Kelly AVED:EX
Correction: Our Ref: 98688 Re: International Partnerships Inventory and Study Abroad Data Collection
Monday, January 12, 2015 12:52:20 PM
98668 - Letter from DM to Presidents - International Partnership Agreements and Study Abroad FINAL.pdf
Please note the letter date has been corrected. Apologies for any inconvenience.
000635
Our Ref. 98688
January 12, 2015

Dear Presidents:
I am writing to request support and participation by your institution in important international

education initiatives.
As you know, in April 2014 Government announced that the British Columbia Council for
International Education (BCCIE) would be developing a comprehensive provincial inventory of
international partnership agreements and tracking study and work abroad.
Through these initiatives we expect to gain a system-wide understanding of international
education activities and be able to maximize sector opportunities. We will also develop a
baseline understanding of study and work abroad activities of British Columbians and be
positioned to measure future growth a key goal of the Provinces International Education
Strategy.
The Ministry and BCCIE are working together with a representative group of public
post-secondary institutions, the Ministry of Education, and school district representatives to
advance these projects. We appreciate the input and guidance institutional representatives have
provided to date.
A template has been distributed to your institution to collect information related to international
partnership agreements with an expected completion date of February 20, 2015. In March, an
additional request will be sent to track study and work abroad. I am seeking your institutions
full support in completing these requests.
If you have any questions, let me know or contact Ms. Claire Avison, Assistant Deputy Minister,
via phone at (250) 217-9059 or email at Claire.Avison@gov.bc.ca.
Thank you for your support and cooperation.
Sincerely,
Sandra Carroll
Deputy Minister
pc: Distribution List follows
Ministry of
Advanced Education
Office of the
Deputy Minister
/2
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000636
-2pc: Institutional Heads of International Education

BC Colleges
000637
From:
To:
Cc:
Subject:
Date:
Attachments:
AVED Administrative Service Delivery Transformation Initiative AVED:EX

AVED Administrative Service Delivery Transformation Initiative AVED:EX; "Ali McDougall"; "Angus Graeme";
Gupta, Arvind; "Bryn Kulmatycki, Interim"; "David Walls"; "Dr. Alan Davis"; "Dr. Alan Shaver"; "Dr. Allan
Cahoon"; "Dr. George Iwama"; "Dr. Kris Bulcroft"; "Dr. Mark D. Evered"; "Dr. Michel Tarko"; "Dr. Ralph Nilson";
"Dr. Ron Burnett"; "Irene Young"; "Jim Hamilton"; "John Bowman"; "Kathryn Laurin"; "Kathy Denton"; "Kathy
Kinkloch"; Nick Rubidge; "Prof. Andrew Petter"; "Professor Jamie Cassels"; "Roy Daykin"; XT:Tourand, Ken
FIN:IN; "Anndra Graff (CFO)"; "Bob Eby"; "Carol Baert"; "Cathay Sousa"; "Cindy Turner"; "Diane Black"; "Dianne
Teslak"; "Eileen Bray"; "Gary Leier (A/VP)"; "Gayle Gorrill"; "Gordon Lee"; "Irene Young"; "Jackie Hogan";
"Lorcan O"Melinn"; "Matt Milovick"; "Michael Clifford"; "Pat Hibbitts"; "Peter Kingston"; Smailes, Peter; "Roy
Daykin"; "Shelley Legin"; "Sue McAllister"; "Tracey Ternoway"; XT:Lockie, Peter FIN:IN; XT:Tulip, Dan GCPE:IN;
"Albert Sennet"; "Andrew Frias"; "Angela Tao"; "Ann Johnson"; "Anndra Graff"; "Barb Ihlen"; Barclay, Corrie
AVED:EX; "Barry Coulson"; "Betty Poettcker"; "Blanca Hluskova"; "Chris Jones"; "Christine Worsley"; "Colin
Fowler"; "Colleen Smith"; "David Booth"; "Debbie Schmaltz"; "Deborah Huelscher"; "Dianne Black"; "Dianne
Teslak"; "Donna Potter"; "Doug Nelson"; "Eileen Bray"; "Heather Weir"; "Irene Young"; "Jill Atchison"; "Joanne
Brocklebank"; "Joe Sass"; "John Brown"; "Justine Jarrett"; "Kathleen Campbell"; "Kathy Humphrey"; "Kathy
Lylyk"; "Kathy Roberts"; "Kayoko Takeuchi"; Langlois, Lisa HLTH:EX; Josh, Linda; "Margaret Otto"; "Mark
Douglas"; "Marlie Worrin"; "Michelle Lock"; "Mike Proud"; "Nicole Adams"; "Nicole Oldfields"; "Nikta Bayanpour";
"Rada McVicker"; "Regina Wong"; "Ruth Hidber"; "Stefan Valchev"; "Stefanie Singer"; "Steven Bao"; "Sue
Fleck"; "Sue McCallister"; "Tara Szerencsi"; "Vivian Lee"; "Waldemar Miszkurka"; "Wendy Young"; Wightman,
John HLTH:EX; "William Chew"; "William Goh"; "Anndra Graff"; Barclay, Corrie AVED:EX; "Bob Munro"; "Brad
Piontek"; "Cathay Sousa"; "Chris Arnold-Forster"; "Chris Munro"; "Dean Crawford"; "Deb Peterson"; "Deborah
Huelscher"; Silva, Dennis; "Diane Black"; "Gary Leier"; "Hrinder Takha"; "Jocelyn Templeman"; "John
Braybrook"; "Kathleen johnson"; "Loralee Bennett"; "Mark Clifford"; "Mark Douglas"; "Mary Aylesworth";
"Michele Kelly"; "Michelle Lock"; Frost, Michael; "Nicola Oldfield"; "Ramona Franzen"; "Randy Chambers"; "Ruth
Hidber"; "Sandy Gauthier"; "Scott Gowen"; "Scott Hainsworth"; "Sheila Keith"; "Thomas Kwadzovia"; "Tony
Doig"; "Tracy Doyle"; "Trish Bichon"; "Vince Laxton"; "Xavier Serrano"; Barclay, Corrie AVED:EX; Blair, Tammy
EDUC:EX; "Bob Eby"; "Cathay Sousa"; "Dianne Teslak"; "Gary Leier"; "Gayle Gorrill"; "Gordon Lee"; "Jackie
Hogan"; Gruter-Andrew, Oliver; "Pat Hibbitts"; Perrey, Jordan AVED:EX; "Roy Daykin"; Sedun, Jeanne AVED:EX;
"Shelley Legin"; Barclay, Corrie AVED:EX; "Bob Munro"; "Carol Baert"; Silva, Dennis; "Gayle Gorrill"; "Gordon
Lee"; "Lorcan O"Melinn"; "Mary Aylesworth"; "Steve Grundy"; "Blair Littler"; "Jim Reed"; "Robin Ciceri"; "Ruth
Wittenberg"; "Barry Coulson - Credit Card"; "Brad Piontek - Office Supplies"; "Cameron Roy - Vending"; "Dean
Crawford - IT"; "Deb Peterson - Office Supplies"; Silva, Dennis; "Gary Leier - HR Collaborative"; "Mark
McLaughlin - Shared Print"; "Mary Aylesworth - JP Legal"; Frost, Michael; "Michael Hrybyk - IT"; "Rand Sanghera
- Travel"; "Sheila Keith - Travel"; "Xavier Serrano - Natural Gas"; "Anita Bleick"; Bhatnagar, Pratibha PSEC:EX;
Dawson, Ken PSEC:EX; "Aaron LeBlanc"; "Bob Munro"; "Brad Piontek"; "Cameron Roy"; "Cori Andrichuk"; "Dan
Traviss"; "Jocelyn Templeman"; "Julie Gemin"; "Kathryn LeGros"; "Kathy Lylyk"; "Mark Adams"; "Marko Gasic";
"Trevor Maddern"; "Trish Bichon"; "Barry Coulson"; Fograscher, Judith; "Kathy Lylyk"; "Mary Aylesworth"; "Paul
Gruber"; "Ramona Franzen"; "Rand Sanghera"; "Randy Chambers"; "Rosanna Perri"; "Sheila Keith"; "Tony
Doig"; "Bohdan Kosteckyj"; Richardson, Colin; "David Claus"; "Glenn Brenan"; "Janice Wong"; "Jocelyn
Templeman"; "Kathy Lylyk"; "Mark Clifford"; "Neil McGregor"; Holt, Paul; "Sheldon Marche"; "Shelley Rennick";
"Vince Laxton"; "Xavier Serrano"; Blair, Tammy EDUC:EX; "Bob Munro"; "Brad Piontek"; "Chris Munro"; "Deb
Peterson"; "Laura Simonsen"; "Leslie Burke"; "Marian Baynes"; Frost, Michael; Der, Morie; "Scott Hainsworth";
"Trish Bichon"; Barclay, Corrie AVED:EX; "Barry Coulson"; "Chris Arnold-Forster"; "Jennifer Thibeault"; "John
Braybook"; "Mary Aylesworth"; Silva, Dennis; "Vivian Lee"; Wightman, John HLTH:EX;
"mburgess@bccampus.ca"; Barclay, Corrie AVED:EX; Blair, Tammy EDUC:EX; Faris, Kenn HLTH:EX; Langlois,
Lisa HLTH:EX; Masse-Danes, Lynne EDUC:EX; Wightman, John HLTH:EX
"carina@ecuad.ca"; Cerna, Carolina; "David Karppinen"; "Doreen Sharan"; "Janette Polson";
"joannenewlove@capilanou.ca"; "kandolac1@cnc.bc.ca"; "Kasey Merritt"; "Kristine Chyplyk"; "Linda Gomes";
"Loralee Bennett"; "lwale@tru.ca"; "Margaret Poohachoff"; "mcgeem@douglascollege.ca"; "Melissa Fiorucci";
"Michelle Magnant"; "nblanchette@nlc.bc.ca"; "Pamela Rodgers"; "Pat Brown"; "Rhonda Ljunggren";
"smedleyr@camosun.ca"; "soliver@okanagan.bc.ca"; "Sue Bate"; "Susan Beck"; "vjohnston@jibc.ca";
"vtran@vcc.ca"; XT:Pfefferkorn, Cheryl FIN:IN
Sector-Wide Natural Gas Contracts Awarded
Tuesday, January 20, 2015 1:29:48 PM
image001.jpg
Natural Gas Sector Announcement.pdf
Good afternoon,
University of Victoria, on behalf of the BC Public Post-Secondary Purchasing Consortium, is pleased

to announce the award of the sector-wide supply of Natural Gas under the Customer Choice
program to Access Gas Services Inc. and the award of the Natural Gas contracts for larger transport
accounts to Shell Energy North America (Canada) Inc. Further details are contained in the attached
PDF.
Kind regards,
000638
ASDT Collaboration Office on behalf of:
Xavier Serrano, MBA, SCMP

Director
Purchasing Services | University of Victoria
000639
Jan. 2015 | BC Public Post-Secondary Purchasing Consortium Announcement
Natural Gas contracts with Shell and Access Gas Services Inc.
University of Victoria, on behalf of the BC Public Post-Secondary Purchasing Consortium (the
Consortium), is pleased to announce the award of the sector-wide supply of Natural Gas under the
Customer Choice program to Access Gas Services Inc. and the award of the Natural Gas contracts for
larger transport accounts to Shell Energy North America (Canada) Inc.
The agreements will help to generate financial savings and efficiencies for participating post-secondary
institutions through joint purchases of natural gas for winter 2014/15 and into the future.
Xavier Serrano, Director, Purchasing Services, UVic and Sector Lead for Natural Gas, stated the initiative
is breaking ground in the joint procurement of natural gas. With the possible competition of future LNG
projects, the PSIs have taken the necessary steps to safeguard their natural gas supply security and
access to transport capacity.
The contracts were awarded following an extensive selection process developed and led by the Natural
Gas working group: Xavier Serrano, UVic; Paul Holt, UBC; Bohdan Kosteckyj, SFU; Mark Clifford,
Capilano; Dave Adel, UBC; Amanda Drew, UNBC; Glenn Brenan, UVic; Sheldon Marche, UFV; Janice
Wong, Emily Carr; Betty Poettcker, UFV; Shelley Rennick, UNBC; and Vince Laxton, BCIT.
What can be expected from the Transport contracts

For large transport accounts, the sector negotiated commodity supply terms directly with Shell Canada
by consolidating institution volumes of the largest gas accounts. Each of the 13 participating postsecondary institutions now has a separate agreement with Shell Canada for direct access to lower
natural gas costs through their increased buying power and purchase options.
What can be expected from the Customer Choice contracts

For other accounts within the sector eligible for the Customer Choice program, a Letter of
Understanding with Access Gas Services Inc. establishes price protection terms that provide price and
budget certainty. Each of the 10 participating post-secondary institutions has a separate agreement with
Access Gas Services Inc. that allows them to lock in pricing for up to three years at lower rates than
could have been obtained individually.
If you are interested in more information about this opportunity, contact the ASDT Collaboration Office
at AVED.ASDTOffice@gov.bc.ca.
000640
From:
To:
Cc:
Subject:
Date:
Attachments:
McMahen, Alana AVED:EX on behalf of Brewster, Kevin AVED:EX

Burgess, Ian
Gupta, Arvind; AVED Deputy Minister AVED:EX; Avison, Claire AVED:EX; Plecas, Bobbi AVED:EX; Hope, Jean
FIN:EX
UBC - Final 2014/15 Budget Letter
F - 98861 - UBC - Brewster to Burgess re 2014_15 Final Budget letter.pdf
Good afternoon ,
Please see attached final 2014/15 Budget letter.
Thank you,
Kevin Brewster
Assistant Deputy Minister | Financial and Management Services Division | Ministry of Advanced
Education
Phone: 250-656-2496 Fax: 250-356-5468
Email: Kevin.Brewster@gov.bc.ca
000641
Our Ref. 98861
February 5, 2015
Mr. Ian Burgess
Comptroller and Senior Budget Officer
6328 Memorial Rd
Dear Mr. Burgess:
On behalf of the Honourable Andrew Wilkinson, Minister of Advanced Education, I am writing to

provide you with information regarding University of British Columbias final operating grant and
student full-time equivalent (FTE) target for 2014/15, in support of the accountabilities, roles and
expectations for your institution as outlined in the 2014/15 Government Letter of Expectations and
Addendum to the Government Letter of Expectations.
The 2014/15 operating grant reflects adjustments for sector-wide administrative efficiencies as
outlined in Budget 2013, as well as the targeted funding and FTEs reflected in your institutions
2014/15 Skills Gap Plan submission (which have been approved by the Labour Market Priorities
Board). The following table reflects these changes and splits the operating grant and FTE targets
between those that have received targeted-funding and base-funding. Details of the FTE values are
included in Attachment 1.
Operating Grant
FTEs
Targeted
$ 116,852,857
4,038
Base
$ 467,019,561
38,337
Total
$ 583,872,418
42,383
Institutions are asked to conduct their operations and financial activities in a manner consistent with
the legislative, regulatory and policy framework established by Government; including adhering to
the procurement and travel practices as outlined in Governments Core Policy and Procedures
Manual (CPPM). The CPPM can be accessed at
http://www.fin.gov.bc.ca/ocg/fmb/manuals/CPM/CPMtoc.htm.
Further details of the institutions funding and program commitments follow.
1 of 6
Ministry of
Advanced Education
Financial and
Management Services
Division
Mailing Address:
Victoria BC V8W 9B5
Location Address:
3rd Floor 835 Humboldt Street
Victoria BC V8V 4W8
Telephone:
Facsimile:
(250) 356-2496
(250) 356-5468
000642
English as a Second Language

The Ministrys 2014/15 budget contains a reduction of $17.117 million resulting from the
cancellation of Annex A of the Canada-BC Immigration Agreement. Interim reductions for 2014/15
have been implemented and 2015/16 reductions are under review.
Institutions delivering ESL and Adult Basic Education (ABE) programming were contacted on
December 10, 2014, and advised that effective January 1, 2015, tuition may be charged for ESL and
ABE programs, to a maximum of $1,600 per full-time semester (20-25 contact hours per week,
12-14 weeks per semester). Institutions were requested to submit a work plan detailing their
intentions regarding ABE and ESL program delivery by January 30, 2015. The Ministry is now
reviewing these work plans.
One-time/Short Duration Program Funding
A Call for Proposals for new, one-time short-duration health program spaces in 2014/15, was
provided out under separate cover on May 15, 2014. The decisions made on those proposals have
been reflected in your budget and budget letter targets.
The one-time skills funding that is part of the $6.6 million announced in the B.C.s Skills for Jobs
Blueprint (Blueprint) has been communicated separately and is not included in your budget letter
targets.
Administrative Service Delivery Transformation
Institutions have played a lead role in achieving administrative efficiencies, reducing costs, sharing
best practices, and enhancing the quality of services across the sector through the Administrative
Service Delivery Transformation (ASDT) initiative.
The launch of a Joint Procurement Consortium in May 2014, was a significant accomplishment, with
all 25 public post-secondary institutions participating. As noted in the Consortium Memorandum of
Understanding, institutions are expected to consider the use of a joint procurement contract first
unless there are contractual barriers or negative implications.
Over $10.5 million in cost reductions and administrative efficiencies were realized in fiscal
2013/14. The Ministry would like to thank the members of the ASDT Steering Committee, as well
as institutional representatives on the ASDT project teams, for their leadership and commitment to
sector collaboration.
The Ministry remains committed to working with public post-secondary institutions to find
administrative efficiencies through collaboration and shared services, while protecting and
maximizing investments in students education. For more information on the ASDT initiative, please
visit: http://www.aved.gov.bc.ca/administrative_service_delivery/welcome.htm.
Developmental FTEs
Developmental FTE targets currently remain unchanged; however, the Ministry recognizes that
2015/16 is a year of transition for these programs and some institutions may be unable to meet their
developmental program targets.
2 of 6
000643
B.C.s Skills for Jobs Blueprint

The Blueprint outlines governments plan to re-engineer education and training so that
British Columbians will have the skills needed to fill the one million job openings anticipated in the
province by 2022. Details of the Blueprint may be found at:
http://www.workbc.ca/WorkBC/media/WorkBC/Documents/Docs/Booklet_BCsBlueprint_w
eb_140428.pdf.
The Blueprint outlines a plan to increase targeted funding in the sector to ensure that that
post-secondary education and training is better matched to jobs in demand. As a result, in 2014/15,
the amount of targeted funding within sector-wide operating grants has increased by $40 million, to
almost $230 million. This targeted funding will increase to almost $320 million in 2015/16,
$410 million in 2016/17, and almost $460 million by 2017/18.
In support of the Blueprint, all public post-secondary institutions will develop annual Skills Gap
Plans which highlight areas of their programming that directly align with labour market priorities
such as the top-60 jobs in demand (as detailed in the British Columbia 2022 Labour Market Outlook
at http://www.workbc.ca/WorkBC/media/WorkBC/Documents/Docs/BC-LM-Outlook-20122022.pdf), health human resource needs as identified by the Ministry of Health, regional or
specialized labour market needs, as well as programs for Aboriginal persons and persons with
disabilities.
The 2014/15 Skills Gap Plans have been approved by the Labour Market Priorities Board and the
resultant targeted funding and FTEs are included in your institutions targets, outlined in
Attachment 1. Performance against these targets will be assessed in your institutions final FTE
report, due in the Spring 2015. Institutions not achieving Skills Gap Plan targets will have funding
redirected.
The results of the 2014/15 Skills Gap Plans, as well as instructions for implementing 2015/16, were
communicated on December 19, 2014. The 2015/16 Skills Gap Plans are due to the Ministry by
February 16, 2015.
The Ministry has, and will continue to work collaboratively with a sector working group to
implement this initiative, and would like to thank the members of this group for their work to date,
and their ongoing commitment.
Quarterly Projections and Financial Reporting
Government remains committed to balancing the budget and managing the taxpayer-supported debt
to GDP ratio that supports a triple-A credit rating. Part of the Provinces 2014/15 Budget and Fiscal
Plan was developed using assumptions and figures provided in institutions 2013/14 third quarter
forecast projections for the following fiscal years. To ensure the provinces budget commitments are
achieved, institutions financial results are monitored against these 2013/14 projections.
Quarterly forecast submissions should be progressively more accurate and reflect realistic
year-end results for both operating and capital projects (including cashflow forecasts for provincially
and self-funded capital projects). The accuracy of forecasting is of primary importance and material
changes to operating results or to capital project schedules and/or provincial cashflows should be
brought to the Ministrys attention immediately.
3 of 6
000644
Under extraordinary circumstances, institutions may face financial statement deficits. As noted in
earlier correspondence, all projected 2014/15 deficits were to be brought to the Ministrys attention
by October 2014. Identified deficits are now moving through the approval process; and no further
deficit requests will be considered this year. All institutions should develop mitigation strategies to
ensure that your budget and governments bottom line are not compromised.
Capital and Real Estate
Approval letters for 2014/15 Routine Capital and Carbon Neutral Capital Program projects have been
issued to your institution. If any of these funds cannot be used for the intended purpose and/or by
March 31, 2015, please contact Catherine Nickerson, Director, Capital Asset Management, as soon
as possible.
The capital planning process supports quality decision making to advance or reject a proposed
project, and ensures that the right strategic decisions are being made in a structured, efficient manner.
Each phase of the capital planning process requires specific tasks and activities to be undertaken and
corresponding approvals from the institution, Ministry, and/or Ministry of Finance. During the
planning phase, the level of due diligence increases with each deliverable to ensure that the project
scope, cost, schedule, and risk profile are sufficiently accurate.
Institutions, in conjunction with the Ministry, will utilize a risk screen tool to assess the risk of
capital projects. Specific project approval and oversight requirements, including Project Boards, will
be determined based on the risk rating. All priority investment projects require a procurement
options analysis and may be audited.
After project approval, progress reporting is required to ensure that design, construction, and project
close out proceeds in accordance with the terms and conditions of the project approval letter.
The Ministry has implemented a capital cost sharing policy and it is expected that capital projects
will be cost shared with institutions. Ministry staff will discuss mutually appropriate cost sharing
levels with institutions on a project by project basis.
Please ensure that all capital asset procurement is in accordance with the Capital Asset Management
Framework developed by the Government for public sector bodies, which can be found at:
http://www.fin.gov.bc.ca/tbs/camf.htm. Specifically, procurement must be fair, open, competitive,
transparent, and must effectively manage, budget and schedule risk. Where your institution is
considering a facility acquisition, either by ownership or lease, the government prefers such facilities
be located along existing transit routes or, in the case of Metro Vancouver, along major
transportation infrastructure.
All institutions are expected to maintain an inventory for real property in conjunction with the
Ministrys Capital Asset Management System. The Ministry has provided information regarding the
inventory submission process and will provide updates to the intuitions regarding ongoing data
maintenance.
4 of 6
000645
As announced in Budget 2012, government is undertaking the Release of Assets for Economic
Generation (RAEG) initiative to dispose of properties surplus to its needs and no longer of financial
or strategic ownership benefit. Successful and timely implementation of property sales is an
important component of governments fiscal plan. Institutions are encouraged to continue to
facilitate these sales within the timelines previously discussed, as well as identify any additional
surplus properties through the RAEG program. Your institution may require Ministerial approval for
acquisitions and all institutions are required to identify surplus properties to the Ministry and obtain
Ministerial approval for dispositions.
For more information on capital planning, acquisitions and dispositions, please visit the Ministry web
site: http://www.aved.gov.bc.ca/cppm/documents/carg-2014/carg.pdf.
Central Deposit Program
The Central Deposit Program (CDP) was launched in February 2013, as a key initiative to address
concerns raised by the Auditor General regarding excess liquidity and idle working capital balances
in the SUCH sector. CDP delivers lower deposit risk and competitive, if not superior, deposit rates,
while reducing debt costs for taxpayers and positively contributing to governments ability to fund
programs such as health and education into the future.
A number of CDP information sessions have been held with the post-secondary sector over the last
year, and 12 institutions have signed agreements and/or deposited funds. Feedback in the sector has
been positive and the Ministry is encouraging all institutions to participate. For further information
on the CDP, please contact Ms. Jean Hope, Acting Executive Director, Banking and Cash
Management Branch, at (250)387-7120 or Jean.Hope@gov.bc.ca.
Thank you for your continuing cooperation in working with the Ministry and other system partners in
providing students with an accessible, affordable, high quality and relevant
post-secondary education.
Sincerely,
Kevin Brewster
Assistant Deputy Minister
Attachment
pc:
Distribution List follows
5 of 6
000646
pc:
Professor Arvind Gupta, President and Vice-Chancellor

Sandra Carroll, Deputy Minister
Claire Avison, Assistant Deputy Minister
Sector Strategy and Quality Assurance Division
Bobbi Plecas, Assistant Deputy Minister
Institutions and Programs Division
Jean Hope, Acting Executive Director
Banking/Cash Management Branch
Ministry of Finance
6 of 6
000647
Attachment 1 FTE Program Level Targets

University of British Columbia Vancouver
Target Funded FTEs
Skills
14/15
Gap Plan
Skills
Baseline Gap Plan
Program Name
Bachelor of Science in Nursing
100
Nurse Practitioner
30
Masters in Nursing
82
Midwifery
55
Medical Laboratory Science
34
Physiotherapy
88
Occupational Therapy
24
Dental Hygiene
Pharmacy
264
Speech Pathology
14
Audiology
4
Other Graduate Level Health Sciences
Medical Program - Physicians
640
Bachelor of Applied Science in Civil Engineering
Bachelor of Applied Science in Mechanical Engineering
Bachelor of Applied Science in Computer Engineering
Bachelor of Applied Science in Integrated Engineering
Bachelor of Applied Science in Electrical Engineering
Bachelor of Applied Science in Mining Engineering
Bachelor of Science Major in Food, Nutrition and Health
Bachelor of Science Forestry
Bachelor of Commerce Marketing Option
Bachelor of Commerce Accounting and Finance Option
Bachelor of Commerce General Business Management Option
Bachelor of Commerce Finance and International Business Option
Bachelor of Commerce - Organizational Behaviour & Human Resources Option
Bachelor of Commerce - Transportation and Logistics Option
Bachelor of International Economics
Bachelor of Arts Major in Creative Writing
Bachelor of Arts Major in Economics
Bachelor of Arts Major in English Emphasis Language
Bachelor of Arts Major in Geography
Bachelor of Arts Major in Political Science
Bachelor of Arts Major in Sociology
Bachelor of Arts Major in Psychology
Bachelor of Arts Major in First Nation Studies
Bachelor of Science - Major in Biology
Bachelor of Computer Science
Bachelor of Science - Major in Environmental Sciences
AVED Undergraduate Balance Not Targeted
Master of Science - In Chemistry
AVED Graduate Balance
1,326
Total
2,661
65
40
65
40
65
30
20
10
60
65
5
60
10
10
42
10
34
9
14
26
25
30
4
30
26
29
20
844
Total
Target
Funded
100
30
82
55
34
88
24
264
14
4
640
65
40
65
40
65
30
20
10
60
65
5
60
10
10
42
10
34
9
14
26
25
30
4
30
26
29
20
1,326
3,505
Base
Funded
Total FTE
Target
183
3,381
283
30
82
65
54
160
96
25
896
46
24
688
1,152
65
40
65
40
65
30
20
10
60
65
5
60
10
10
42
10
34
9
14
26
25
30
4
30
26
29
26,252
20
4,707
31,899
35,404
10
20
72
72
25
632
32
20
688
512
26,252
1 of 2
000648
Attachment 1 FTE Program Level Targets

University of British Columbia Okanagan
Target Funded FTEs
Program Name
Masters in Nursing
Bachelor of Science in Nursing
Aboriginal Spaces - En'owkin Centre (ECE/Health)
Skills
14/15
Gap Plan
Skills
Baseline Gap Plan
45
287
18
Bachelor of Arts, Major in Psychology

Bachelor of Arts, Major in Economics
Bachelor of Arts, Major in English
Bachelor of Arts, Major in Geography
Bachelor of Science, Major in Biology
Bachelor of Science, Major in Earth & Environmental Sciences
Bachelor of Science, Major in Psychology
Master of Science - In Chemistry
Bachelor of Science, Major in Computer Science
Bachelor of Science, Major in Mathematics
Bachelor of Applied Science, In Civil Engineering
Bachelor of Applied Science, In Mechanical Engineering
Doctor of Philosophy, In Civil Engineering
Bachelor of Human Kinetics, No Spec
Master of Social Work, No Spec
Bachelor of Management, No Spec
AVED Undergraduate Balance Not Targeted
Total
25
6
8
4
16
12
10
8
4
4
16
15
4
19
6
26
350
183
Total
Target
Funded
Base
Total FTE
Funded
Target
45
287
18
25
6
8
4
16
12
10
8
4
4
16
15
4
19
6
26
-
6,209
45
516
18
25
6
8
4
16
12
10
8
4
4
16
15
4
19
6
26
6,209
533
6,438
6,971
229
2 of 2
000649
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny
Re: Our Ref: 98643 - Mandate Letter 2015/16 for Public Post-Secondary Institutions
Saturday, February 07, 2015 8:27:16 AM
Ok thanks
From: Kahlon, Reny
Subject: RE: Our Ref: 98643 - Mandate Letter 2015/16 for Public Post-Secondary Institutions
Hi John: To keep you apprised of the steps on this letter..the draft was reviewed by ALL
Presidents of the Research Intensive Universities at the recent RUCBC (The Research
Universities Council). Minor tweaks were done and have been sent to the Ministry. Im sure
we will get the final version in the next little while which will again be reviewed before the
Board Chairs are asked to sign.
Regards.
Reny

Sent: Thursday, December 18, 2014 5:17 PM
To: Kahlon, Reny; Gupta, Arvind (mitacs.ca)
Subject: Re: Our Ref: 98643 - Mandate Letter 2015/16 for Public Post-Secondary Institutions
Ok thanks

From: Kahlon, Reny
Sent: Thursday, December 18, 2014 5:12 PM
Subject: FW: Our Ref: 98643 - Mandate Letter 2015/16 for Public Post-Secondary Institutions
Hi John and Arvind: Ive read the letter.nothing unexpected but needs to tweaked. This
is on Research University Council of BCs agenda where all the Presidents (UBC, SFU,
UVic, TRU and UNBC) will discuss before the Chair should sign.
John: Will keep you posted.
Best.
Reny

Sent: Tuesday, December 16, 2014 4:42 PM
000650
To: Kahlon, Reny; Gupta, Arvind (mitacs.ca)

Subject: FW: Our Ref: 98643 - Mandate Letter 2015/16 for Public Post-Secondary Institutions
Fyi, I have yet to read.
Regards,
John

Sent: Tuesday, December 16, 2014 11:29 AM
Cc: Carroll, Sandra AVED:EX
Subject: Our Ref: 98643 - Mandate Letter 2015/16 for Public Post-Secondary Institutions
December 16, 2014

Our Ref: 98643
Dear Board Chairs, Public Post-Secondary Institutions:
Please find attached a draft of the 2015/16 Mandate Letter for all public post-secondary institutions
for your input and discussion with your Board.
An annual Mandate Letter signed by all board members is an accountability under the Taxpayer
Accountability Principles, and replaces the Governments Letter of Expectations. The Mandate
Letter is based on a template from the Crown Agencies Resource Office, and is simplified to align
with the Principles and to focus on Governments strategic mandate. Other key commitments
previously formalized in the Governments Letter of Expectations will be communicated through
other means.
I appreciate the work of all Boards to sign the Addendum to the 2014/15 Letter of Expectations. I am
sharing a draft of the 2015/16 Mandate Letter to continue the conversation about the
implementation of the Principles, and to request your input on the strategic priorities. Please
provide your feedback directly to my Deputy Minister, Ms. Sandra Carroll, at
AVED.DeputyMinister@gov.bc.ca by February 4, 2015.
The final Letter will be informed by your feedback and my discussions with each of you about the
Principles, the Mandate Letter and our shared strategic priorities. I anticipate sharing the final Letter
in late March/early April. In order for all Board members to sign the Letter shortly thereafter, I
would ask that this request be considered as you schedule the Board meetings for the upcoming
year.
Thank you for your participation in this process and your commitment to collaborating with the
000651
Ministry on the Taxpayer Accountability Principles. I look forward to receiving your comments on
the draft Mandate Letter.
Sincerely,
Amrik Virk
Attachment
pc: Ms. Sandra Carroll, Deputy Minister, Ministry of Advanced Education

Institution Presidents
Institution Board Secretaries
Institution President Assistants
000652
From:
To:
Cc:
Subject:
Date:
Shaw, Brea BRDO:EX

Kahlon, Reny
Brodie, Natalya BRDO:EX; McHerron, Paula J AVED:EX
RE: UBC Board Appointments Renewals
Tuesday, February 10, 2015 10:37:06 AM
Hello Reny,
I have updated our website with Mr. Fungs correct expiry date in 2016.
Thank you,
Brea Shaw
Board Resourcing and Development Office
Tel: 604.660.1170
Fax: 604.775.0158
Suite 730, 999 Canada Place
Vancouver BC V6C 3E1
Email: Brea.Shaw@gov.bc.ca
www.fin.gov.bc.ca/brdo

From: "Kahlon, Reny" <rkahlon@mail.ubc.ca>
Date: February 7, 2015 at 5:35:31 AM PST
To: "McHerron, Paula J AVED:EX" <Paula.McHerron@gov.bc.ca>, "Brodie, Natalya
BRDO:EX (Natalya.Brodie@gov.bc.ca)" <Natalya.Brodie@gov.bc.ca>, "Thiessen-Wale,
Katherine AVED:EX" <Katherine.ThiessenWale@gov.bc.ca>
Subject: UBC Board Appointments Renewals
Hi Paula, Natalya and Katherine: Attached, please find renewal paper-work as

well as performance appraisals for Greg Peet and Lane Merrifield who are
coming up for renewals in July. I thought I get the paper-work to you soonest so
to make sure of timing. Please do not hesitate to contact me if you need any
additional information. Also, as I was working on these, I noted that Dr. Fungs
appointment date on your website does not correspond with the OIC (see
attached).
Regards.
Reny
000653
From:
To:
Cc:
Subject:
Date:
Attachments:
McMahen, Alana AVED:EX on behalf of Brewster, Kevin AVED:EX

Burgess, Ian
Gupta, Arvind; AVED Deputy Minister AVED:EX; Avison, Claire AVED:EX; Plecas, Bobbi AVED:EX; Hope, Jean
FIN:EX
RE: UBC - Final 2014/15 Budget Letter
F - 98861 - UBC - Amendment - Brewster to Burgess re 2014_15 Final Budget letter.pdf
Good afternoon,
Please find an amended final 2014/15 Budget letter for UBC which replaces the one sent on
February 5, 2015.
Thank you,
Kevin Brewster
Education
Phone: 250-656-2496 Fax: 250-356-5468
From: McMahen, Alana AVED:EX On Behalf Of Brewster, Kevin AVED:EX

To: 'Ian.burgess@ubc.ca'
Cc: 'arvind.gupta@ubc.ca'; AVED Deputy Minister AVED:EX; Avison, Claire AVED:EX; Plecas, Bobbi
AVED:EX; Hope, Jean FIN:EX
Subject: UBC - Final 2014/15 Budget Letter
Good afternoon ,
Please see attached final 2014/15 Budget letter.
Thank you,
Kevin Brewster
Education
Phone: 250-656-2496 Fax: 250-356-5468
000654
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000655
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000656
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000657
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000658
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000659
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000660
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000661
000662
From:
Subject:
Date:
Cubitt, Fiona AVED:EX

Optional Proponents" meeting on the Aboriginal Community-Based Delivery Partnerships Core Service Area
Friday, February 20, 2015 5:54:02 PM
Dear Stakeholder,
There will be an additional optional Proponents' meeting on the Aboriginal Community-Based Training Partnerships
Core Service Area of the Employment Services and Supports Call For Proposals held via teleconference at 10:00
a.m., Monday 2, March 2015.
The meeting is open to all Proponents. Attendance is not mandatory.
The purpose of this meeting is to address questions that Proponents may have about the Aboriginal CommunityBased Training Partnerships Core Service Area. General questions about the Employment Services and Supports
Call For Proposals, or questions about other Core Service Areas will not be addressed during the meeting.
Please refer to the Addendum 5 of the Call for Proposals posted on BCBid at www.bcbid.ca for additional details.
Fiona Cubitt
Fiona Cubitt, Ph.D

Strategic Lead, Aboriginal Post-Secondary Education and Training
000663
From:
To:
Cc:
Subject:
Date:
Attachments:
Hansen, Erin AVED:EX

Redish, Angela; Soares, Ramona AVED:EX; Lucarino, Anna; Gupta, Arvind
Carr, Kate
RE: Open Textbook
image002.jpg
image003.png
Hi Angela.
I would be happy to work with Kate to find a time that works for all.
Kind regards,
Erin
ERIN HANSEN
Administrative Coordinator
Deputy Minister's Office
( 250-356-5170 | 7 250-356-5468 | 8
Erin.Hansen@gov.bc.ca
From: Redish, Angela [mailto:anji@mail.ubc.ca]

Sent: Wednesday, February 25, 2015 7:57 AM
To: Soares, Ramona AVED:EX; Lucarino, Anna; Gupta, Arvind
Cc: Hansen, Erin AVED:EX; Carr, Kate
Subject: RE: Open Textbook
Hi Ramona,
Perhaps we could start with a phone call? Id like to bring Michelle Lamberson (Director, Flexible
Learning Special Projects) in on the call too if that works.
If that works, Ill ask my assistant Kate Carr to find a time. Who should she work with?
Thanks, Anji
From: Soares, Ramona AVED:EX [mailto:Ramona.Soares@gov.bc.ca]

Sent: February-24-15 5:05 PM
To: Lucarino, Anna; Gupta, Arvind
Cc: Hansen, Erin AVED:EX; Redish, Angela
Thanks. I will follow up with Angela.
Ramona Soares
(604)396-6132
From: Lucarino, Anna [mailto:anna.lucarino@ubc.ca]

To: Soares, Ramona AVED:EX; Gupta, Arvind
Cc: Hansen, Erin AVED:EX; Redish, Angela
000664
Hello Ramona,
Dr. Anji Redish, UBCs Vice Provost and Associate VP of Enrolment and Academic Facilities,
would be the best person to connect with. Ive ccd her on this so feel free to connect with
her directly.
Regards,
Anna
Anna Lucarino
Director of Operations | Office of the President
7th Floor | Walter C. Koerner Library
1958 Main Mall | Vancouver, BC V6T 1Z2
Tel: 604.822.0663
anna.lucarino@ubc.ca | http://president.ubc.ca

To: Gupta, Arvind
Cc: Lucarino, Anna; Hansen, Erin AVED:EX
Hi Arvind,
Please let me know the person to connect with to discuss this further. Many thanks.
Ramona Soares
(604)396-6132

Sent: Sunday, February 22, 2015 11:18 PM
To: Soares, Ramona AVED:EX
Cc: Lucarino, Anna
Hi Ramona, I was sharing with Minister Wilkinson that were increasingly using course packs instead
of textbooks. The idea is to allow professors to customize course material through a combination of
choosing book chapters, papers, and their own notes. We then seek and pay for individual copyright
access, bind and distribute. The cost tends to be significantly lower than having the student buy the
entire book, the professor doesnt feel constrained to any one text, and the student gets exactly
what he/she is looking for. Altogether a much better experience.
000665

Im not an expert on this topic (I dont know much more than what Ive written above). I would be
happy to set you up with someone who knows much more than me. Best.
Arvind

Sent: Friday, February 20, 2015 11:00 AM
To: Gupta, Arvind
Subject: Open Textbook
Hi Arvind,
I hope you are doing well. Sandy mentioned that you were sharing some of your ideas on Open
textbook with Minister Wilkinson. I am currently leading this for AVED i.e. through BCcampus, and
would be pleased to hear about your ideas as there is certainly room for growth and improvement.
I can also provide an update on OT from the AVED perspective.
Let me know if you have some time to meet or if there is a point of contact at UBC that you would
recommend I meet with to discuss this further.
Thanks
Ramona Soares
(604)396-6132
000666
From:
To:
Cc:
Subject:
Date:
Attachments:
AVED Colleges and Skills Development Branch AVED:EX

"kathy_kinloch@bcit.ca"; "lockie@camosun.ca"; "kbulcroft@capilanou.ca"; "reiserh@cnc.bc.ca";
"agraeme@selkirk.ca"; "petter@sfu.ca"; "president@tru.ca"; Gupta, Arvind; "Daniel.weeks@unbc.ca";
"lomelinn@bcit.ca"; "huelscherd@camosun.ca"; "cturner@capilanou.ca"; "mcallistersue@cnc.bc.ca";
"teslak@cotr.bc.ca"; "Ternowayt@douglascollege.ca"; "mclifford@ecuad.ca"; "pkingston@jibc.ca";
"Kathy.Lylyk@kpu.ca"; "dblack@nvit.bc.ca"; "carol.baert@nic.bc.ca"; "agraff@nlc.bc.ca"; "csousa@nwcc.bc.ca";
"rdaykin@okanagan.bc.ca"; "dan.tulip@royalroads.ca"; "gleier@selkirk.ca"; "pat_hibbitts@sfu.ca";
"mmilovick@tru.ca"; "ian.burgess@ubc.ca"; "braye@unbc.ca"; "jackie.hogan@ufv.ca"; "VPFO@uvic.ca";
"iryoung@vcc.ca"; "ovpaf@viu.ca"; Dreilich, Bryan AVED:EX; Tang, Tegan AVED:EX
Call for Proposals for the 2015/16 Community Adult Literacy Program (CALP)
Friday, February 27, 2015 10:03:28 AM
CALP_applicants_guide_FINAL.pdf
CALP_application_fillable_form_FINAL.pdf
Dear Presidents,
On behalf of the Ministry of Advanced Education (the Ministry), I am writing to inform you
about the open Call for Proposals for the 2015/16 Community Adult Literacy Program (CALP).
We are pleased to invite proposals from organizations currently delivering CALPs and those
that hope to deliver these programs in their community, in partnership with public postsecondary institutions.
Changes to the 2015/16 Community Adult Literacy Program
Following two years of consultations with post-secondary institutions, community literacy

organizations and other key stakeholders (e.g., Aboriginal and non-profit organizations), the
Ministry is pleased to implement the following changes to CALP:
1. Clarifying the CALP Mandate

a) updating the CALP Objectives to meet increasing labour market demands;
b) aligning CALP services to low literacy and non-credit skills development;
c) specifying programs that are eligible for CALP funding (e.g. Adult Basic
Education, English as a Second Language, and Life Skills Literacy Programs);
2. Enhancing Administrative Efficiencies

d) shifting the annual CALP funding cycle to multi-year funding for longstanding
organizations; and
e) creating an online 2015/16 CALP Directory with program descriptions and contact
names for promotion and liaison purposes.
000667

For more details on the changes in the 2015/16 CALP, please refer to the attached CALP
Applicants Guide, pages 5-7.
Application Details
The application requirements and eligibility for funding under the 2015/16 Community Adult
Literacy Program are available through the Applicants Guide and Application Form, attached
and posted on the Ministry website, at: http://www.aved.gov.bc.ca/literacy/welcome.htm.
Completed 2015/16 CALP applications and all supporting documents must be submitted to
Tegan.Tang@gov.bc.ca at the Ministry by 12:00 PM (Noon, PST) on April 13, 2015.
If you have any questions, please contact Tegan Tang directly by email or telephone250-3569733.
Thank you for your interest in the Community Adult Literacy Program.
Sincerely,
Nicola Lemmer, Executive Director

Colleges and Skills Development Branch
000668
Submit Form
Reset
Community Adult Literacy Program (CALP)

2015/16 Application Form
Application Deadline: 12:00 pm (Noon, PST) on April 13, 2015
Completed applications and supporting documents should be submitted by email to: Tegan.Tang@gov.bc.ca
New Applicant
Existing Applicant
CALP Funding Applicant (please indicate)
Longstanding1 CALP Applicant
Community Organization
Public Post-secondary Institution (PSI)
CALP Title:
Program Type (please check one):
Adult Literacy
Aboriginal Literacy
Family Literacy
CALP Location/address: ___________________________________________________________________________________________

_________________________________________________________________________________________________________________
CALP Start Date: __________________________________________________________________________________________________
CALP End Date: __________________________________________________________________________________________________
Community Organization: _________________________________ Public Post Secondary Institution: __________________________

________________________________________________________ ________________________________________________________
Contact Person: ___________________________________________ Contact Person: ___________________________________________
Title: ____________________________________________________ Title: ____________________________________________________
CALP mailing address, if different from the above: _______________ PSI Address: ______________________________________________
________________________________________________________ ________________________________________________________
________________________________________________________ ________________________________________________________
Telephone: ______________________________________________ Telephone: _______________________________________________

Fax: _____________________________________________________ Fax: _____________________________________________________

Email: ___________________________________________________ Email: ___________________________________________________
Community Support Letter 1 (must be appended):
Community Support Letter 2 (must be appended):
Name of Organization: _____________________________________ Name of Organization: _____________________________________

________________________________________________________ ________________________________________________________
Representative: ___________________________________________ Representative: ___________________________________________
Address: _________________________________________________ Address: _________________________________________________
________________________________________________________ ________________________________________________________
Telephone: _______________________________________________ Telephone: _______________________________________________
Fax: _____________________________________________________ Fax: _____________________________________________________
Email: ___________________________________________________ Email: ___________________________________________________
1 Longstanding organization has received CALP funding from the Ministry for five or more consecutive years.
000669
Page 1 of 18
COMMUNITY ADULT LITERACY PROGRAM

CHECKLIST
Instructions: Please acknowledge that you have reviewed and included the following documents in your CALP funding application
package by checking the boxes below:
Mandatory Requirements
Applicant Screening Checklist
Yes
No
1. Community organization and public post-secondary institution have a current (less than six months)
partnership agreement
2. Applicant is an eligible organization (refer to the Applicants Guide for a detailed listing)
3. Applicant has recent experience using assessment tools to measure learners progress (i.e. Community Literacy
Benchmarks, Canadian Language Benchmarks or another assessment tool)
4. Applicant receives funding from other sources (municipal, provincial, federal contributions, post-secondary,
school district, community or private businesses)
Yes
No
1. Completed CALP Application Form for 2015/16
2. A current signed copy of the 2015/16 CALP Partnership Confirmation
3. 2013/14 or 2014/15 financial statement for the CALP organization
4. A current signed copy (scanned version is acceptable) of a CALP Partnership Agreement between the
community organization and the public post-secondary institution
5. Two current, signed letters of community support for the CALP
6. A copy of your organizations current privacy policy
Applicant Submission Checklist
The Ministry:
Will acknowledge receipt of your application within one week,
Will NOT process applications that are incomplete, misdirected or late,
Will NOT screen in applicants that have answered No to any of the above questions,
Will evaluate proposals based on responses to this Call for Proposals, and
Provides funds for programs recommended for approval subject to the availability of funds.
NOTE: Applicant responses are required for each of the sections that follow bullet responses are acceptable. All applicants are
encouraged to review the Applicants Guide, including the identified evaluation criteria, in detail.
Completed applications and supporting documents should be submitted by email to: Tegan.Tang@gov.bc.ca
by 12:00 pm (Noon, PST) on April 13, 2015.
000670
Page 2 of 18
SECTION 1: PROGRAM OVERVIEW (15 percent)
Describe the proposed CALP.
Explain how the Program helps learners in low literacy and non-credit programs get into employment training and/or post-secondary studies.
Outline three objectives and three measurable outcomes.
000671
Page 3 of 18
SECTION 2: NEEDS ASSESSMENT (15 percent)
Describe the community (e.g. geography, population, rural/urban centre).
Describe the adult learners (literacy/numeracy needs, age, gender, socioeconomic background) who will access and benefit from
the proposed adult literacy programs and services.
Identify existing adult literacy providers and describe how funding this CALP project will fill any gaps.
000672
Page 4 of 18
Projected Participation Levels for 2015/16 (0 percent)

NUMBER
Estimated TOTAL number of projected learners participating in the program
Estimated TOTAL number of learner contact hours over funding period
Specific Data Learners
Estimated number of adult learners anticipated in one-to-one tutoring classes
Estimated number of adult learners anticipated in small group classes
Estimated number of adult learners anticipated in family literacy programs
Specific Data - Instructors, Staff, Volunteers
Estimated number of paid instructors
Estimated number of volunteer tutors
000673
Page 5 of 18
SECTION 3: ORGANIZATION CAPACITY (15 percent)
Describe your organizations capacity (resources, accessible location, and other financial contributions) to deliver the proposed CALP.
Demonstrate how your organizations experience in providing volunteer training and delivering community adult literacy programs
to families, adults and Aboriginal learners on a one-to-one and/or in small groups to meet proposed CALP program and service
objectives will meet proposed program and service objectives.
000674
Page 6 of 18
SECTION 4: IMPLEMENTATION PLAN (15 percent)
Using a table, list all the activities, responsibilities, timelines, and resources (including, for example, when tutors and learners are
recruited, trained and assessed) that are proposed under this CALP.
Describe any significant challenges or changes from previous adult literacy programs (i.e. decreased or increased number of
learners and/or availability of tutors and community adult literacy coordinators).
Describe how such challenges or risks might be addressed.
000675
Page 7 of 18
SECTION 5: ASSESSMENT AND MONITORING (15 percent)
Identify the assessment tools (e.g. CALP benchmarks and/or other assessment tools) that your organization is currently using to
measure learners progress.
Provide evidence (e.g. sample pre and post-test assessment forms) of your organizations recent experience with assessment tools
(e.g. CALP benchmarks and/or other assessment tools) used to measure learners progress in an adult literacy program.
Identify outcomes (e.g. literacy / skill levels) that will be assessed to determine learners progress in the proposed CALP.
000676
Page 8 of 18
SECTION 6: DATA MANAGEMENT AND REPORTING (10 percent)

(see Appendix 2 of the CALP Applicant Guide for further information)
Describe how your organization collects, maintains, stores/protects and shares/discloses the CALP learner data to meet reporting
and applicable privacy protection legislative requirements.
Please include a copy of your organizations privacy policy with your application package.
000677
Page 9 of 18
SECTION 7: BUDGET PLAN for 2015/16 (5 percent)
(Refer to the CALP Applicants Guide for detailed information and assistance in completing this section)
Maximum Ministry funding available per CALP: $40,000.

CALP funding may not be fully expended on staff wages, salaries and MERCs.
There must be sufficient detail about activities to justify related expenditures.
There must be sufficient detail about expenditures to be fully accountable for all funds.
Administration costs must not exceed 10 percent of the total budget.
NOTE: Longstanding CALP organizations that are applying for multi-year funding should submit separate budget plans for 2015/16,
2016/17 and 2017/18 CALP as part of this CALP application package.
Total Cost
Line Item Expenditures
(a)
Sources of
Amount Requested
Revenue and Inkind
from CALP
Contributions
(b)
(c)
Wages & Salaries (list positions separately, including hourly rate of pay, number
of hours)
Mandatory Employment-related costs (MERCs)

Supplementary Benefits
PST if applicable
Capital Expenditures (Please specify)
Professional Fees
Travel Costs
Transportation
Accommodation
General Program Costs (Please specify)
Materials and Supplies

Printing and Communications
Rental/Equipment Leasing
Utilities
Other Costs (Please Identify)
Learner Related Expenses (Please specify)
Learners Cost (unsubsidized transportation/child care)

Administration fees (up to10 percent of the total budget only)
TOTAL: (Total cost -- Revenue = Amount Requested)

000678
Page 10 of 18
SUMMARY OF OTHER CONTRIBUTORS AND CONTRIBUTIONS SUPPORTING THIS PROGRAM IN 2015/16

Contribution Source
Financial
Assured
Requested
In-kind
Assured
Total
Requested
Total Revenue and In-Kind Contributions:
000679
Page 11 of 18
BUDGET PLAN for 2016/17

Total Cost
(a)
Sources of
Amount Requested
Revenue and Inkind
from CALP
Contributions
(b)
(c)
of hours)

PST if applicable
Professional Fees
Travel Costs
Transportation
Accommodation

Utilities


000680
Page 12 of 18

Contribution Source
Financial
Assured
Requested
In-kind
Assured
Total
Requested
000681
Page 13 of 18
BUDGET PLAN for 2017/18

Total Cost
(a)
Sources of
Amount Requested
Revenue and Inkind
from CALP
Contributions
(b)
(c)
of hours)

PST if applicable
Professional Fees
Travel Costs
Transportation
Accommodation

Utilities


000682
Page 14 of 18

Contribution Source
Financial
Assured
Requested
In-kind
Assured
Total
Requested
000683
Page 15 of 18
SECTION 8: NEEDS ASSESSMENT (10 Percent)
(to be completed by the public post-secondary institution)
Adult Literacy Programs and Services Available in the Community

Are other adult literacy programs and services2 available in this community to help address the literacy needs of adult learners
(please check one):
YES
NO (10)
If YES, please check one of the following statements to rate the degree to which the literacy needs of the adult learners targeted in this
CALP could be addressed through other programs and services available in the community:
Completely (3)
Adult literacy
programming that
supports a wide
array of learners is
readily available in
this community.
Partially (6)
Adult literacy
programming is available
in this community, but
does not directly address
the needs of the target
learners proposed in
this CALP.
Barely (8)
Adult literacy
programming is scarcely
available in this
community and does not
directly address the
needs of the target
learners proposed
in this CALP.
Not at All (10)

Either adult literacy
programming in this
community would not be
suitable, or is not
available, for the target
adult learners proposed
in this CALP.
COMMENTS: Please provide any additional comments, if/as you deem appropriate, on the availability of other programs in the community
that may complement the proposed program or be applicable to the target learners proposed in this CALP.
Other programs and services may include, but are not limited to: (i) literacy fundamentals to provincial level adult basic education programming through the public
post-secondary institutions or the K-12 system; and (ii) community-based programming through public libraries or other organizations.
000684
Page 16 of 18
Community Adult Literacy Program

Partnership Confirmation
We have reviewed this application for CALP funding and confirm our partnership for the delivery of the program,
as described in this application, for the 2015/16 CALP application.
The details of our partnership are outlined in the Partnership Agreement accompanying this 2015/16 CALP
application (see Appendix 1 of the Applicants Guide for sample partnership agreements).
Signature:
Name of the Community Organization:

_______________________________________________________
_______________________________________________________
Printed Name: ___________________________________________
Address:
Title: ___________________________________________________
Date: ___________________________________________________
Telephone: ______________________________________________
Fax: ____________________________________________________
Email address: ___________________________________________
Public Post-Secondary Institution

Signature:
Name of the Community Organization:

_______________________________________________________
_______________________________________________________
Printed Name: ___________________________________________
Address:
Title: ___________________________________________________
Date: ___________________________________________________
Telephone: ______________________________________________
Fax: ____________________________________________________
Email address: ___________________________________________
000685
Page 17 of 18
2015/16 CALP DIRECTORY FORM

Instructions: Please fill out all sections of this form as only completed pages will be included in the 2015/16 Directory of CALP Funding Recipients and posted on a
few British Columbia government websites, including, for example, the Ministry of Advanced Educations website, for marketing and promotional purposes.
CALP Service Providers Name: ______________________________________________________________________________________
CALP Address: _________________________________________________________
_____________________________________________________________________ Phone: _______________________________________________________________
Mailing Address: _______________________________________________________
_____________________________________________________________________ Fax: _________________________________________________________________
City/Community: ______________________________________________________ Email: ____________________________________________________________
Postal Code: __________________________________________________________ Website: ____________________________________________________________
CONTACT(S):
Name 1 and title: _______________________________________________________________________________________________________________________________
Name 2 and title: _______________________________________________________________________________________________________________________________
DESCRIPTION OF PROGRAMS AND SERVICES:
HOURS OF OPERATION
Monday
Tuesday
Wednesday
Days: ____________________
Days: ____________________
Days: ____________________
Evenings: ____________________
Evenings: ____________________
Evenings: ____________________
Thursday
Friday
Saturday
Days: ____________________ Evenings: ____________________

Days: ____________________ Evenings: ____________________
Days: ____________________ Evenings: ____________________
Intake
Continuous or Monthly (please specify) ______________________________________________________________________________________________
ADULT LITERACY PROGRAMMING

CALP Benchmark
Levels
Types of non-credit
Programming
Types of Instruction
Cost-Recovery Fee
Services
Reading: 1 2 3 4
Participation: 1 2 3 4
Writing: 1 2 3 4
Numeracy: 1 2 3 4
Information Technology: 1 2 3 4
Skills development
Adult Basic Literacy
Volunteer Recruitment and Training
English Language Training
Employment Preparation
Community Issues (e.g. financial literacy, food nutrition)
Other (please specify) ____________________________________________________________________________
One-to one Tutoring
Classroom
Small group instruction
Credit course tutoring
Employment training
Personal interest tutoring/coaching
Other (please specify) ____________________________________________________________________________
Yes
No
LEARNER SUPPORTS
Academic Advising
Job Placement
Academic Tutoring
Access to Internet
Advocacy
Bus tickets
Child Care
Job Search
Wheelchair Access
Other (please specify) _______________________
__________________________________________
Yes
No
Library
Referrals
Counselling
Study Skills Workshop
Transportation
Help completing forms
Nutritious snacks
Mentoring
Work Experience
Other (please specify) ______________________
_________________________________________
Yes
No
000686
Page 18 of 18
Photo credit to Chilliwack Times
Community Adult Literacy Program
2015/16 APPLICANTS GUIDE

Deadline for submission
12:00 pm (Noon, PST) on April 13, 2015
000687
2014/15 CALPs in BC
2014/15 CALP Statistics
Budget
CALP
Distribution
CALPs
across BC
Partnership
$2.4 M Annual CALP budget

$40,000 Max funding per project
83
52
16
15
Total number of CALPs

Adult Literacy
Aboriginal Literacy
Family Literacy
40%
30%
22%
8%
Lower Mainland CALPs

Northern CALPs
Vancouver Island CALPs
Okanagan Kootenay
CALPs
70 Community literacy
organizations
16 PSI partners
90+ BC communities served
9,000 CALP learners per year
If you have any questions or need help completing the CALP Application Form,
please contact Tegan N. Tang
Email: Tegan.Tang@gov.bc.ca
Telephone: 250-356-9733
2015/16 CALP Applicants Guide
Page 2
000688
TABLE OF CONTENTS
PART 1: GENERAL INFORMATION
4-11
What is the Community Adult Literacy Program (CALP)?
What are the CALP objectives?
What changes are happening to the 2015/16 CALP?
2015/16 CALP changes 6
What is the deadline for the 2015/16 CALP applications?
What funding categories are available through CALP?
What types of programs are eligible for funding?
What are non-eligible expenditures?
10
Which organizations are eligible to apply?
10
What is the maximum funding available per program?
11
What are the basic requirements for funding?
11
PART 2: CRITERIA AND REPORTING REQUIREMENTS 12-22
What are the funding criteria and proposal components?

13
Detailed Information for Sections 1 to 8
14
Review and approval process
22
Reporting requirements 22
PART 3: Appendix 1
Sample 1: Partnership Agreement where responsibilities and services

are shared, administration fee charged
24

are shared, no administration fee charged
26
Sample 3: Partnership Agreement where community organization has

major responsibility for CALP
28
PART 4: Appendix 2
31
Personal Information Protection Act (PIPA) Information & Resources
PART 5: Appendix 3
23-28
33-48
Contact List - 2014/15 CALP Funding Recipients
32
34
Page 3
000689
Photo credit to Northwest Community College
PART 1
GENERAL INFORMATION
Page 4
000690
This guide aims to assist applicants in the preparation of their program proposal and funding
application to the Community Adult Literacy Program (CALP), administered by the Ministry of
Advanced Education.
What is the Community Adult Literacy Program (CALP)?

CALP is a community-based literacy initiative to promote and deliver adult literacy programs and
services across the province. Low levels of literacy directly impact peoples abilities to improve their
quality of life, earn sufficient income, enhance their education and skills, participate in their childrens
education, understand current events, and enjoy leisure and recreational pursuits.
The goal of CALP is to increase the literacy and numeracy levels of adult learners. To meet this goal,
community literacy organizations are able to access funding, through a Call for Proposal process, to
provide literacy programs and services to adult learners.
What are the CALP objectives?

The objectives of CALP are:
To increase the level of literacy and numeracy proficiencies among adults - 19 years and
older - in order to meet the increasing demands of our labour market.
To meet the varying needs of adult learners including Aboriginal peoples, immigrants, and
persons with disabilities.
To increase literacy awareness among British Columbians.
What changes are happening to the 2015/16 Community

Adult Literacy Program?
Following two years of consultations, from 2012/13 to 2013/14, the Ministry is pleased to make the
following changes to the 2015/16 CALP:
I) Clarifying the CALP Mandate
1. Updating the CALP objectives to meet increasing labour market demands;

2. Aligning CALP services to low literacy and non-credit skills development;

3. Specifying programs that are eligible for CALP funding (e.g. Adult Basic Education,
English as a Second Language, and Life skills Literacy programs);
Page 5
000691
II) Enhancing Administrative Efficiencies

4. Shifting the annual CALP funding cycle to multi-year funding for longstanding1 organizations;
5. Creating an online 2015/16 CALP Directory with program descriptions and contact
names for promotion and liaison purposes.
2015/16 CALP changes

The following outlines the key changes to the 2015/16 CALP.
I) Clarifying the CALP Mandate
Change 1: Updating a CALP objective to meet increasing labour market demands
One of the CALP objectives will change to increase the level of literacy and numeracy proficiencies
for adults - 19 years and older - in order to meet the increasing labour market demands.
This objective reflects input from the CALP consultation participants and aligns with changing
labour market demands and government priorities.
Change 2: Aligning CALP services to low literacy and non-credit skills development
The Ministry will encourage funding recipients to prioritize the delivery of CALP to support learners
in low literacy and non-credit skills development programs.
This means, priority will be given to CALP learners who are:
Taking low literacy and non-credit skills development programs to get into employment or
post-secondary studies;
Trying to improve their basic literacy and numeracy skills;
Trying to improve their functional skills in oral and written English; and,
Taking Life Skills programs (e.g. drivers test, First-Aid, Food Safe certificate).
Longstanding organizations have received CALP funding from the Ministry for five or more consecutive years.
Page 6
000692
Change 3: Eligible Programs for CALP funding

In 2015/16, program areas that are eligible for CALP funding are:
low literacy and non-credit skills development programs to get into employment training
and/or post-secondary studies;
Adult Basic Literacy;
English Language Training;
Employment preparation (e.g. drivers license and Food Safe certificates); and
Life skills literacy (e.g. financial literacy, food nutrition programs).
Programming may be offered in one-to-one tutoring and/or small group sessions. Program
planning, assessment of the adult learners literacy needs, learner supports and program reporting
should be claimed under eligible administrative expenses for the CALP.
II) Enhancing Administrative Efficiencies
Change 4: Shifting the annual CALP funding cycle.
In response to the overwhelming recommendation by CALP consultation participants to enhance
administrative efficiencies, the Ministry will offer a multi-year funding option to longstanding CALP
organizations with proposals that span three years.
All literacy organizations that apply for CALP funding will be required to submit a proposal;
however, longstanding organizations interested in multi-year funding will be able to submit a
proposal with multi-year plans (separate plans for year 1, 2 and 3). If successful in year 1,
longstanding CALP organizations may negotiate with the Ministry for funding in year 2 and 3
through a notice of intent and direct award process. New and non-longstanding CALP organizations
will continue to apply for annual CALP grants from the Ministry until they have received five or more
continuous years of funding, at which point they can apply for multi-year funding as longstanding
CALP applicants.
Change 5: Creating an online 2015/16 CALP Directory for promotion and liaison purposes.
The directory will include a program description and key contact names, and will be posted on the
Ministrys website after the successful CALP funding recipients have been notified of their 2015/16
grant allocations.
Page 7
000693
Photo credit to Capilano University's Community Development and Outreach Department
What is the deadline for the 2015/16 CALP Applications?

A completed, signed CALP Application and all supporting documents (including a partnership
agreement with a public post-secondary institution) must be submitted by email to
Tegan.Tang@gov.bc.ca by 12:00 pm (Noon, PST) on April 13, 2015.
Please refer to the evaluation criteria in the CALP Application Guide to ensure that your proposal meets
all of the requirements.
Page 8
000694
What funding categories are available through CALP?

CALP will fund program delivery under the following categories:
1.
Family Literacy
Funding for family literacy programs includes group sessions or one-on-one tutoring.
Family literacy programs develop literacy skills and build family strength and connections
within the context of the community. Funding for this category is limited to only the adult
portion of the program.
2.
Adult Literacy
Adult literacy funding includes one-on-one tutoring, group sessions, volunteer tutor
training, and other innovative models of delivery (e.g. hybrid model of virtual learning, such
as a combination of face-to-face and online delivery).
3.
Aboriginal Literacy
Funding preference for this category is given to programs delivered specifically by
Aboriginal non-profit organizations or individuals. This could include one-on-one tutoring,
group sessions, volunteer tutor training and other innovative models of delivery (e.g. hybrid
model of virtual learning, such as a combination of face-to-face and online delivery).
What types of programs are eligible for funding?

Program areas eligible for CALP funding:
Low literacy and non-credit skills development programs to get into employment training
and/or post-secondary studies;
Adult Basic Literacy;
English Language Training;
Employment preparation (e.g. drivers license and Food Safe certificate);
Life skills literacy (e.g. Financial literacy, food nutrition)
Programming may be offered in one-to-one tutoring and/or small group classes. CALP funding is not
intended to duplicate or replace existing Adult Basic Education and workforce education programs
funded by the federal and provincial governments.
Page 9
000695
What are non-eligible expenditures?

CALP funding cannot be used for the following expenditures:
Capital expenditures such as acquisition of land or building (although limited capital

expenditure for instructional support may be allowed such as the leasing of computers and
other related equipment for the use of learners).
Any activities taking place outside of the program scope or time frame, including
professional development or fundraising activities.
Debts or financial losses that result from a program.
Which organizations are eligible to apply?

The following organizations are eligible as applicants for CALP funding:

Non-profit societies, training organizations and voluntary sector organizations

Professional associations

Educational sector organizations

Public post-secondary institutions

Workplace organizations, including sector councils, unions and business associations

Municipalities

First Nations Bands

Aboriginal organizations
For-profit applicants are not eligible for CALP funding.
Voluntary sector organizations are those which pursue goals to serve their members or the public and have an
institutional provision that prevents profits from being distributed to the director or the owners.
Page 10
000696
What is the maximum funding available per program?

For the 2015/16 fiscal year, funding for CALP programs is limited to a maximum of $40,000 per program
category per year.
All funded CALPs must provide receipt of in-kind and/or financial contributions from community
organizations partners, either in cash or in-kind, as this is an indicator of commitment and confidence
in the proposed program activity.
Administration costs are limited to 10 percent of the total program expenditures.
Where a successful CALP funding applicant is a community organization, CALP funding is provided
through the public post-secondary institution with which the applicant has entered into a partnership
agreement. Where a successful CALP funding applicant is a public post-secondary institution, CALP
funding is provided directly to the public post-secondary institution.
What are the basic requirements for funding?

The following are basic requirements for funding:

1.
Demonstration of a current partnership between a community organization and a public

post-secondary institution (e.g. college, university or institute). Samples of partnership
agreements are included as Appendix 1, and outline possible roles and responsibilities for
each partner.
If assistance is required to contact a post-secondary representative for CALP, please
contact the Ministry by emailing Tegan.Tang@gov.bc.ca
2.
Confirmation that the CALP funding applicant is an eligible organization (see page 10).
3.
Evidence of CALP funding applicants experience delivering adult literacy programs in the
recent past.
4.
A description and evidence of CALP funding applicants experience using adult literacy
assessment tools (e.g. the CALP Community Literacy Benchmarks or other tools) to measure
learners progress.
5.
Evidence (e.g. financial contribution letter, financial deposit statement) of CALP applicants
receipt of additional sources of funding, which may include municipal, provincial and
federal contributions, must be provided with the completed CALP application package.
Detailed scoring criteria and reporting requirements are identified in Part 2 of the Applicants Guide,
and in each corresponding section of the Application Form.
Page 11
000697
Photo credit to Northwest Community College
PART 2
CRITERIA AND REPORTING REQUIREMENTS
Page 12
000698
CALP APPLICATION EVALUATION CRITERIA

All proposals will be reviewed and evaluated using the criteria below. The CALP Application Form
has been designed to reflect these sections. Each section and its components are explained in more
detail in subsequent pages.
Evaluation
Criteria
1. Program
Overview
Describe the proposed CALP (4)

Explain how the Program helps learners in low literacy and non-credit programs get
into employment training and/or post-secondary studies (5)
Outline three objectives and three measurable outcomes (6)
/15%
Describe the community (e.g. geography, population, rural/urban centre) (4)

Describe the adult learners (literacy/numeracy needs, age, gender, socioeconomic
background) who will access and benefit from the proposed adult literacy programs
and services (5)
Identify existing adult literacy providers and describe how funding this CALP
project will fill any gaps (6)
/15%
Capacity (resources, accessible location and financial contribution from other

sources) to deliver proposed CALP (7)
Experience in providing volunteer training and delivering community adult literacy
programs to families, adults and Aboriginal learners on a one-to-one basis and/or in
small groups to meet proposed CALP program and service objectives (5)
In good financial standing-financial statement submitted (1)
Two community support letters (2)
/15%
2. Needs
Assessment
(to be completed
by the CALP
service provider)
Criteria
Weight
Detailed Description
3. Organizational
Capacity
4. Implementation
Plan
Action plan of how organization will implement and monitor the progress of the
proposed CALP. Include major activities, responsibilities, timeline and resources (10)
Description of challenges or changes from a previous years adult literacy program
(i.e. fewer or greater number of learners, availability of tutors) (3)
Description of how challenges or risks might be addressed (2)
/15%
Identification of monitoring/evaluation activities and assessment tools that will be

used to assess learner progress (5)
Evidence (e.g. provide sample pre and post-test assessment forms) of organizations
recent experience with assessment tools (e.g. CALP benchmarks and/or other
assessment tools) used to measure learners progress in an adult literacy program (5)
Description of outcomes (e.g. literacy and skill levels) that will be assessed to
determine learner progress (5)
/15%
CALP funding applicants current privacy policies (3)

Description of how CALP organization collects, maintains, stores, protects and
shares/discloses learner data to meet reporting and privacy protection legislative
requirements (7)
/10%
5. Assessment
and Monitoring
6. Data Management
and Reporting
Within guidelines, reasonable and realistic budget for proposed activities (2)
Provide evidence (e.g. contribution and/or grant letter from funder, deposit
statement) of external financial and in-kind support to ensure viability of the CALP (2)
Identify recipient(s) of the administrative fee (1)
Note: longstanding CALP organizations interested in the multi-year funding option
need to submit separate budget plans for funding in year 1, 2 and 3
7. Budget Plan
8. Needs Assessment
(to be completed by
the post-secondary
institution)
/5%
Input on community literacy needs and other available adult literacy programming
TOTAL
/10%
/100%
Page 13
000699
Section 1: Program Overview (10%)

Overview of the proposed program
Please describe the proposed CALP. You may want to include specifics, including, for example:

Specific programs and/or services that it will include.
Target learners who will benefit from the proposed CALP (e.g. workers in hospitality industry,
young adults, First Nations, adult members with pre-school children, sex trade workers).
How many tutors and students will be involved?
Where will tutoring and other activities take place?
How will the program be delivered?
Partnership with post-secondary institution or community organization
What makes this program unique?
Is this a new program? Does it build on something else?
How do you expect this program to benefit your community?
In your description be sure to identify and describe at least 3 objectives and measurable outcomes of
the program. Objectives are intended results of the CALP activities. Outcomes are achieved results or
consequences of the CALP activities. Objectives should clearly:

1. Demonstrate a learner-focused approach;
2. Demonstrate the challenge that the program will address;
3. Be realistic and achievable, given organizational constraints, timeframes, and resources

available; and
4. Relate to identified literacy needs in the community.
Page 14
000700
Section 2: Needs Assessment (15%)

Regional and demographic need
Describe the community (e.g. geography, population, main industry) and explain why the community
requires literacy funding. Describe the literacy needs of the community, including regional and
demographic needs, and adult learners (age, gender, socio-economic background) who will access and
benefit from the proposed adult literacy programs and services.

Literacy program addresses gap
Demonstrate how the proposed program will address the identified gap. Identify existing adult
literacy providers and describe how funding this CALP project will not duplicate existing resources.
Section 3: Organizational Capacity (15%)

Capacity to implement the program
Explain how your organization can successfully implement the literacy model chosen for the program.
Describe resources (e.g. accessible location, other financial contributions) that are anticipated for use
in delivery of the program model.
Experience/Past Performance
Explain how your organizations past performance and/or experience add to its ability to provide
volunteer training and deliver an adult literacy program in the community. You may wish to include:
the outcomes and performance measurement of past literacy projects/programs, volunteer training
activities, experience in delivering one-to-one tutoring and small group instruction to adults.
Financial standing
Provide evidence that demonstrates your organizations financial standing. Please attach a copy of
your most recent financial statement.
Page 15
000701
Community Support (2 letters)

All CALP funding proponents are required to submit two current, signed letters of community support
for the proposed CALP. Community support letters should be written by different key stakeholders
in the community who are important in ensuring the CALP is a success. It shows that they support
and consider the project to be important for the community. These support letters may be written by
community leaders of community groups and agencies, schools and sporting organizations, Aboriginal
organizations, police and municipal councils.
The support letter will improve the chances of your application being successful, and should include
the following information:

The name, position and organization of the person writing the letter,
The name of the proposed CALP,
Why the proposed CALP is important for the community,
What assistance or involvement (e.g. make referrals, provide volunteers, free promotion or
some office space or free photocopying) will be provided by the person or organization
writing the letter, and
Why they believe your organization will be able to deliver the proposed project successfully.
Photo credit to Capilano University's Community Development

and Outreach Department
Page 16
000702
Section 4: Implementation Plan (15%)

Implementation (Action Plan) and Performance Measurement
This section asks applicants to show a detailed action plan of how they will implement and monitor the
progress of the proposed program. Include activities, responsibilities, timelines and resources.
SAMPLE ACTION PLAN

Activities
What activities are necessary to achieve program objectives?
Responsibilities
Who or which organization is responsible for the program activities (include job title,
name of partner, etc.)?
Timeline
How many weeks or months will each activity last?
Resources
What human, material and financial resources are needed to implement program
activities?
Note: Program duration may be longer than a year; however, for monitoring purposes, the Ministry
requests you to identify the start and end dates of the proposed CALP.
Activities may include but are not limited to:

Volunteer recruitment activities
Volunteer instruction and training
learner assessments (intake and exit)
tutor and learner matching
one-to-one and/or small group classes
programming planning and reporting
Challenges and/or Changes from a Previous CALP (or other adult

literacy program)

Describe any significant challenges or changes from a previous CALP or another adult
literacy program that you managed (i.e. decrease or increase number of learners, tutors or
paid faculty).
Describe how such challenges and risks might be addressed.
Page 17
000703
Projected Participation Levels for 2015/16

Expected participation levels

This section requires applicants to provide program data on the expected number of
learners and contact hours as well as number of paid staff and volunteer tutors.
Section 5: Assessment and Monitoring (15%)

The provincial government is committed to monitoring and reporting on learner progress in publiclyfunded literacy programs across the province.

For the CALP proposed, identify and explain the tools that will be used to assess learners
progress, the process for this and how often assessment will occur, and the organizations
reporting expectations.
Provide evidence (e.g. sample pre and post-test assessment forms) of your organizations
recent experience with assessment tools (e.g. CALP benchmarks and/or other assessment
tools) used to measure learners progress in an adult literacy program.
For the CALP proposed, describe outputs (e.g. literacy and skill levels) that will be assessed
to determine learner progress.
NOTE: CALP funding recipients are expected to use the Community Literacy Benchmarks as much as
possible to monitor and assess learners progress during the CALP funding year. Also, CALP funding
recipients are required to report on learners progress at interim and program year-end times.
Detailed information about the Community Literacy Benchmarks is available at:
http://decoda.ca/practitioners/community-literacy-benchmarks/
Page 18
000704
Section 6: Data Management and Reporting (10%)

The Ministry expects that CALP funding applicants comply with applicable privacy protection
requirements, as per either the British Columbia Personal Information Protection Act (PIPA) or the
Freedom of Information and Protection of Privacy Act (FOIPPA), depending on which Act applies to
your organization. For more information about PIPA and FOIPPA, please go to:
http://www.cio.gov.bc.ca/cio/priv_leg/index.page?
The Ministry expects that PIPA would apply to most CALP funding applicants.
As such, all applicants will be required to provide a copy of your current privacy policy with your
application package. The privacy policy should relate directly to the organizations in-take processes
and consent, data collection, storage, protection, sharing and disclosing of any personal information of
CALP learners. (Refer to Appendix 2 in this Guide for further information on privacy policies that comply
with PIPA.)
For the CALP Application Form, please clearly describe the actual processes and systems in place to
collect, maintain, store, protect, share and disclose client data to meet reporting and privacy protection
requirements.
Section 7: Budget (5%)

Budget: Please use the template

The budget must clearly identify the expenditures that will be covered by CALP,
expenditures covered by other sources of funding and the total cost of the program.
Identify in-kind contributions and funding associated with Service Delivery and Other
Activities. For each item, provide sufficient detail to demonstrate how you arrived at the
budgeted figure. For example, rather than grouping a number of salaries together as one
budget item, provide a breakdown of salary costs by job title.
Important budget considerations

All costs must clearly relate to program activities.
For expenditure items that will be shared between the proposed program and your
organizations other activities (i.e. rent, utilities, equipment rental), include only the portion
of costs directly related to the program in your budget.
Page 19
000705
Expenditure Items

Expenditures incurred prior to the program start date are not eligible for CALP funding and
will not be reimbursed by the Ministry.
The maximum Ministry funding available per CALP: $40,000
Wage & Salaries: Salaries and wages for permanent or temporary professional, clerical,
technical and administrative services for time spent directly on the program. Please note
that 100 percents of CALP funding cannot be expended on staff wages, salaries and
mandatory employment related costs (MERCs) because some funds should be allocated to
provide essential non-academic supports for learners (e.g. learning materials, transportation
costs and childcare costs for learners to participate in the CALP).
MERCs: Identify the MERCs that the employer is required by law to pay. These
costs include employment insurance premiums, Canada Pension Plan contributions,
vacation pay and workers compensation premiums.
Supplementary Benefits: Identify the supplementary benefit that the employer

provides to the program staff. These benefits paid through the program cannot
exceed what is provided to other employees of the organization.
Capital Expenditures

A Capital asset is defined as any single item with a purchase value of more than $1,000 that
remains functional at the end of the program. For example, an office furniture item
purchased for $1,250 that could still be used at the end of the program is considered to be
a capital asset. Capital acquisitions over $1,000 are not eligible under CALP. However,
learning tools integral to the program, including computer hardware and software, are
eligible if explicitly authorized by the Ministry.
Professional Fees: This includes fees paid to an individual/non-profit organization or

institution for services or expertise that is not available within the applicants organization
(e.g. training, program evaluation, student assessment, accounting).
If consultants are to be contracted, identify the services they will provide and their cost,
including per diem rates. Individuals receiving a salary from the applicant organization are
not eligible to be paid as consultants; the cost of their services must be included under
salaries and benefits.
Travel Costs: For each trip, provide the reason for travel, mode of transportation,
destination, number of people travelling and estimated rates. Indicate whether travel will
be done by program staff, contractors (if the expenses are not included in the Professional
Fees section) or any other persons, such as workshop or training participants. All travel
must be economy rates.
Page 20
000706
General Program Costs

Materials and Supplies: The items normally found in this section include office supplies (e.g.
paper, pens, staples, and transparent tape), information technology and printing supplies, if
the printing is done internally, and reference books.
Printing and Communications: This section covers all services required in order to publish,
publicize and disseminate documents or materials. Items normally found in this section
include printing services, advertising, marketing services, translation, postage, shipping
costs, and internet services.
Rental/Equipment Leasing: Includes the portion related to the program of all costs related
to the permanent or regular rental of equipment or leasing of space required for the program.
This can include telephones, information technology equipment rental and leasing of space
(e.g. offices, warehouse and conference rooms).
Utilities: This section can include the portion related to programs utility services, such as
electricity, heat, water supply, telephone service, etc.
Other Costs: This section includes all other costs eligible for reimbursement that are not
covered in any other cost category, such as honoraria for Elders, insurance, license fees,
professional development and training for volunteers and employed staff.
Learner Related Expenses: This section includes authorized expenses incurred for learners,
such as unsubsidized transportation and childcare. Examples of expenses are nutritional
snacks for CALP learners, a portion of a monthly bus pass, car pool fees, and child-care while
the adult learner is participating in the CALP.
ADMINISTRATION FEES
Administration costs must not exceed 10 percent of the total budget. A public post-secondary institution
or community organization may recover expenses on a cost recovery basis only for administrative services
that are specified in the CALP Partnership Agreement. Administrative services may include, but are not
limited to: taxes, accounting, payroll, advertising, administrative support, and secretarial services that are
provided by the post-secondary institution.
Revenue (IN CASH)

Please indicate the source of revenue that will be generated by the program and how this revenue will
be applied against the Ministrys contribution. Examples of revenue are funding from other sources
(e.g. municipal, provincial or federal government, post-secondary institution, school district, community
or non-profit organization, local business or member of the public), fund raising and cost-recovery
activity fees.
Page 21
000707
Other SOURCES OF FUNDING (IN-KIND)

Include only in-kind contributions that are specifically for the program. Examples of in-kind
contributions include volunteer tutoring or training, promotional activities, computers and office
space provided free of charge. Estimates of in-kind consulting contributions must be based on fair
market rates for similar services. In-kind salary contribution must be based on the actual salaries of
the individual(s) whose time is being contributed to the program.
Section 8: Needs Assessment (10%)

NOTE: To be completed by the public post-secondary institution
Public post-secondary representatives should provide input on community literacy needs and the
degree to which the proposed CALP complements adult literacy programs and services available
in communities. This feedback will count towards the final evaluation and assessment of CALP
applications - and has been designed to help ensure that program funding is reaching those
communities most in need.
Review and approval process

Your application package must be fully complete and submitted on time in order for your proposal
to move to the assessment stage. After the initial screening, eligible proposals are presented and
reviewed by an internal Ministry Review Panel.
Final recommendations will be made to Ministry Executives for review, approval and notification to
applicants.
Reporting requirements
The provincial government is committed to monitoring and reporting on learner progress in publiclyfunded literacy programs across the province. As such, it is highly recommended that CALP funding
recipients consistently use the Community Literacy Benchmarks and complete both the interim and
year-end reports for submission to the Ministry.
CALP funding recipients are also expected to adhere to applicable privacy protection requirements,
as per either the British Columbia Personal Information Protection Act (PIPA) or the Freedom of
Information and Protection of Privacy Act (FOIPPA), especially as they relate to the collection and
disclosure of personal information about CALP learners. (The Ministry expects that PIPA would apply to
most CALP funding recipients.)
Page 22
000708
Photo credit to Capilano University's Community Development and Outreach Department
PART 3
Appendix 1
Page 23
000709

are shared, administration fee charged
Instructions: Please ensure the partnership agreement reflects the actual post-secondarys and/or
community organizations roles and responsibilities as described in the 2015/16 CALP application.
2015/16 COMMUNITY ADULT LITERACY PROGRAM

PARTNERSHIP AGREEMENT
THIS AGREEMENT made this _________ day of _________________________________, between
_______________________________________________________ (the College/University/Institute)
and
_________________________________________________________ (the Community Organization)
Respecting a literacy program entitled ___________________________________ (the Program),
funded by the Government of British Columbia (the Province).
THE COLLEGE/UNIVERSITY
The College/University/Institute agrees to the following roles and responsibilities regarding the
management of this program:

manage the program funds
prepare and submit the interim and final reports
prepare and submit the financial report
provide photocopy and fax services to the program
provide library and technical resources
ensure learner assessment tools and appropriate curriculum are available and utilized
ensure adherence to the accountability framework set forth by the Ministry of

Advanced Education
THE COMMUNITY ORGANIZATION

Community Organization agrees to the following roles and responsibilities regarding the

hire program staff
provide office and meeting space
provide secretarial and administrative support
supervise the program
prepare and submit mid-term and final reports
report and monitor learner progress

Page 1 of 2
Page 24
000710
JOINT COMMITTEE OF COLLEGE/UNIVERSITY/INSTITUTE AND COMMUNITY ORGANIZATION
A joint committee of College/University/Institute and Community Organization representatives

agree to the following roles and responsibilities regarding the management of this program:

act as a steering committee for the program
evaluate the program
MATERIAL AND INTELLECTUAL PROPERTY

Ownership of Material

The Province exclusively owns all property rights in the Material which are not intellectual
property rights. The Community Organization and College/University/Institute must
deliver any Material to the Province immediately upon the Provinces request.
Matters respecting intellectual property

The Province exclusively owns all intellectual property rights, including copyright, in:
Received Material that the Community or College/University/Institute receives from

the Province, and
upon the Provinces request, the Community or College/University/Institute must

deliver the Province documents satisfactory to the Province that irrevocably waive in
the Provinces favour any moral rights which the Community or College/University/
Institute (or employees of the Community or College/University/ Institute) or a
Subcontractor (or employees of a Subcontractor) may have in the Produced Material
and that confirm the vesting in the Province of the copyright in the Produced Material.
An administration fee of $_______ will be charged to the program by the College/University/

Institute for the following services:

advertising
accounting
program support
______________________________________________
Bursar/Vice President (College/University/ Institute)
Date_____________________________
______________________________________________
Dean (College/University)
Date_____________________________
______________________________________________
Executive Director of Community Organization
Date_____________________________
Page 2 of 2
Page 25
000711
Sample 2: Partnership Agreement

Responsibilities and services are shared between two or more organizations,
no administration fee charged
Instructions: Please review and ensure the partnership agreement reflects the actual post-secondarys
and/or community organizations roles and responsibilities as described in the 2015/16 CALP application.

THIS AGREEMENT made this _________ day of ___________________________________, between
_________________________________________________________ (the College/University/Institute)
and
___________________________________________________________ (the Community Organization)
Respecting a literacy program entitled _____________________________________ (the Program),
THE COLLEGE/UNIVERSITY/INSTITUTE
The College/University/Institute agrees to the following roles and responsibilities regarding the

manage the program funds
prepare and submit the financial report
provide secretarial and administrative support
provide photocopy and fax services to the program
provide library and technical resources
provide access to the expertise of the college faculty, as needed
ensure learner assessment tools and appropriate curriculum are available and utilized
ensure adherence to the accountability framework set forth by the Ministry of

Advanced Education
THE COMMUNITY ORGANIZATION

The Community Organization agrees to the following roles and responsibilities regarding the

provide office and classroom space for the program
advertise for a coordinator for the program
provide access to the resources and expertise of the organization
prepare and submit mid-term and final reports
report and monitor learner progress

Page 1 of 2
Page 26
000712
JOINT COMMITTEE OF THE COLLEGE/UNIVERSITY/INSTITUTE

A joint committee of the College/University/Institute and Community Organization representatives
agree to the following roles and responsibilities regarding the management of this program:

act as a steering committee for the program
select a coordinator for the program
supervise the quality and conduct of the program
evaluate the program
prepare and submit the interim and final reports
MATERIAL AND INTELLECTUAL PROPERTY


The Province exclusively owns all property rights in the Material which are not
intellectual property rights. The Community Organization and College/University/Institute
must deliver any Material to the Province immediately upon the Provinces request.

Received Material that the Community or College/University/Institute receives from

the Province, and
deliver to the Province documents satisfactory to the Province that irrevocably waive

in the Provinces favour any moral rights which the Community or College/University/
Institute (or employees of the Community or College/University/Institute) or a
Subcontractor (or employees of a Subcontractor) may have in the Produced Material
and that confirm the vesting in the Province of the copyright in the Produced Material.
No administration fee will be charged to the program.

______________________________________________
Bursar/Vice President (College/University/Institute)
Date_____________________________
______________________________________________
Dean (College/University/Institute)
Date_____________________________
______________________________________________
Date_____________________________
Page 2 of 2
Page 27
000713
Sample 3: Partnership Agreement

Community organization has major responsibility for CALP
Instructions: Please review and ensure the partnership agreement reflects the actual post-secondarys
and/or community organizations roles and responsibilities as described in the 2015/16 CALP application.


THIS AGREEMENT made this _________ day of ___________________________________, between

_________________________________________________________ (the College/University/Institute)
and
___________________________________________________________ (the Community Organization)
Respecting a literacy program entitled _____________________________________ (the Program),
The parties agree as follows:
1. The Program will begin on __________and be completed by__________ (dates in Application).
2. The Community Organization shall carry out all parts of the program, as specified in the
Community Organizations Application Form for the Program and dated ______________________
(the Application).
3. The Community Organization shall be responsible for:

a) The quality and day to day supervision of the Program, including the hiring and
supervision of personnel to carry out the Program;
b) Keeping financial records of the Program (the Accounting Records) in accordance
with generally accepted accounting practices and all applicable legislation; this includes
maintaining records of all expenses for goods, services, salaries, and taxes;
c) Keeping the accounting for this Program separate from other programs, in a ledger
account solely for this Program; and,
d) Submitting all reports as set out in the Application, and following any publication
guidelines, to all specified government agencies, with copies to the College/University/
Institute.
e) Adhering to the accountability framework set forth by the Ministry of Advanced Education
f) Performing learner assessment and reporting learner progress.
Page 1 of 3
Page 28
000714
4. The Community Organization shall give the College/University/Institute:

a) Reasonable access to the Accounting Records;
b) A progress report at the mid-point in the Program, determined by date or by

completion, whichever is earlier; and,
c) A final report, at the completion of the Program, that is to include:
i. A financial report;
ii. A summative evaluation; and,
iii. All deliverables as set out in the Application.
5. The Community Organization shall indemnify and save harmless the College/University/Institute
from and against any and all losses, claims, damages, actions, cost of action, and expenses that
the College/University/Institute may incur or suffer by any reason, act or omission of the
Community Organization in carrying out, or attempting to carry out this Program.
6. The College/University/Institute shall:

a) accept the Funds once provided by the funding government body;
b) deduct $______ from the Funds as a fee (the Administrative Fee) for administrative
services including, GST, application processing, photocopying, College/University
secretarial service, faxing, courier charges, disbursement of funds and general contract;
c) forward the balance of the Funds to the Community Organization in a timely manner.
7. The authorized representatives of the College/University/Institute for the administration of the

Agreement are:

a) _________________________________________________, Bursar/Vice President, College/

University/Institute Services, and/or
b) _________________________________________________, Dean, College/University/

Institute), each of whom has the authority, on behalf of the College/University/Institute,
to:
i.
make specific requests for services from the Community Organization under the
Program;
ii.
provide technical liaison between the College/University/Institute and the

Community Organization;
iii. accept products and services provided by the Community Organization;

Page 2 of 3
Page 29
000715
iv. review the Accounting Records and accept or reject any payments not made in
accordance with this Agreement, the Program, or the Application;
v.

require the Community Organization to correct its Accounting Records where

discrepancies appear or payments have been rejected by the College/University/
Institute;
vi. agree to modifications to this Agreement; and,

vii. sign and receive all College/University/Institute correspondence pertaining to this
Agreement.
8. MATERIAL AND INTELLECTUAL PROPERTY

The Province exclusively owns all property rights in the Material which are not intellectual
property rights. The Community Organization and College/University/Institute must
deliver any Material to the Province immediately upon the Provinces request.

Received Material that the Community or College/University/Institute receives

from the Province, and

deliver to the Province documents satisfactory to the Province that irrevocably
waive in the Provinces favour any moral rights which the Community or College/
University/Institute (or employees of the Community or College/University/
Institute) or a Subcontractor (or employees of a Subcontractor) may have in the
Produced Material and that confirm the vesting in the Province of the copyright
in the Produced Material.
9. This Agreement may be signed in counterpart.

IN WITNESS WHEREOF the parties have signed the Agreement as of the date first written above.
______________________________________________
Date_____________________________
Bursar/Vice President (College/University/Institute)

______________________________________________
Dean (College/University/Institute)
Date_____________________________
______________________________________________
Date_____________________________
Page 3 of 3
Page 30
000716
Photo credit to Vancouver Island University, Parksville/Qualicum
PART 4
Appendix 2
Personal Information Protection Act

(PIPA) and Information & Resources
Page 31
000717
Information, Tools and Resources

If PIPA applies to your organization and you do not have a current privacy policy that complies with
PIPA, or have questions about PIPA and privacy protection in general, the following information, tools
and resources may be of assistance.
1.

Personal Information Protection Act (PIPA)

http://www.bclaws.ca/EPLibraries/bclaws_new/document/ID/freeside/00_03063_01
Office of the Chief Information Officer (OCIO)

Ministry of Technology, Innovation and Citizens Services

The Office of the Chief Information Officer (OCIO) is the central government agency responsible for PIPA.

The OCIO publishes policies, implementation guidelines and tools that assist the B.C. private sector

to comply with its privacy` responsibilities.
Homepage: http://www.cio.gov.bc.ca/

PIPA page: http://www.cio.gov.bc.ca/cio/priv_leg/pipa/index.page
2.
3.

Guide to the Personal Information Protection Act

This publication provides a brief overview of PIPA, what is covered and not covered, rights and
responsibilities, and more.
http://www.cio.gov.bc.ca/local/cio/priv_leg/documents/pipa/guidepipaview.pdf
4.

PIPA Implementation Tools

To assist organizations in understanding and complying with PIPA, a number of tools are available at:
http://www.cio.gov.bc.ca/cio/priv_leg/pipa/impl_tools/tool_index.page?
Tools available through this link (above) include the following:
PIPA Tool 1 - Ten Steps To Compliance
PIPA Tool 2 - How Do I Know If Im Covered?
PIPA Tool 3 - What is a Privacy Officer?
PIPA Tool 4 - Ten Principles for the Protection of Privacy
PIPA Tool 5 - Conducting a Privacy Audit of Your Personal Information Holdings
PIPA Tool 6 - Privacy Compliance Assessment Tool
PIPA Tool 7 - Setting Up a Complaint Handling Process
PIPA Tool 8 - Personal Information Protection Policy
PIPA Tool 9 - Model Contract Language - Privacy Protection Schedule Template
FURTHER QUESTIONS?
If you have any questions about how PIPA might affect you or your organization or if you require
implementation support or training, please contact:
Knowledge and Information Services, Office of the Chief Information Officer

PO Box 9493, Stn Prov Govt
Victoria, BC V8W 9N7
Phone: (250) 356-1851
Fax: (250) 953-0455
Email: CPIAADMIN@gov.bc.ca
Web: www.cio.gov.bc.ca/cio/priv_leg/pipa/index.page
Page 32
000718
Photo credit to Vancouver Island University, Parksville/Qualicum
PART 5
Appendix 3
COMMUNITY ADULT LITERACY PROGRAM
CONTACT LIST
Page 33
000719
APPENDIX 3
COMMUNITY ADULT LITERACY PROGRAM CONTACT LIST
2014/15 CALP Funding Recipients
CAMOSUN COLLEGE
Post-Secondary Institution
COMMUNITY
Camosun College
3100 Foul Bay Road
Victoria BC
V8R 5J2
Saltspring Island Literacy Society

126 Hereford Avenue
PO Box 228
Salt Spring Island, BC
Saltspring
Island
Ian Humphries
Dean, School of Access
Email: deanofaccess@camosun.bc.ca
Aletha Humphreys
Executive Director
Email: coordinator@saltspringliteracy.org
Capilano University
COMMUNITY
Capilano University
2055 Purcell Way
North Vancouver, BC V7J 3H5
Carnegie Community Centre

401 Main Street
Vancouver, BC
Vancouver
Jean Bennett
Dean, Health and Education
Email: jbennett@capilanou.ca
Rika Uto
Arts and Education Community Programmer
Email: rika.uto@vancouver.ca
Lucy Alderson
Instructor/Coordinator
Email: lalderson@cdo.capilanou.ca
Vancouver School Board
Hastings/Sunrise Community Centre
Vancouver, BC
Vancouver
Jennifer Scott
Community School Coordinator
Vancouver School Board
Email: jscott@vsb.bc.ca
Page 34
000720
CAPILANO UNIVERSITY
COMMUNITY
Horsemens Benevolent and Protective

Association (HPBA)
Hastings Park Learning Centre
Hastings Racecourse
Vancouver, BC
Vancouver
David Milburn
HPBA President
Email: milburn@hbpabc.ca
Strathcona Community Centre
601 Keefer Street
Vancouver, BC
Vancouver
Ron Suzuki
Community Recreation Programmer
Email: ron.suzuki@vancouver.ca
North Shore Neighbourhood House
225 East 2nd Street
North Vancouver, BC
North
Vancouver
Lisa Hubbard
Executive Director
Email: lhubbard@nsnh.bc.ca
Sechelt Public Library
5627 Inlet Avenue
Sechelt, BC
Sechelt/
Sunshine Coast
Margaret Hodgins
Chief Librarian
Email: Margaret.Hodginsr@sechelt.bclibrary.ca
Samaquam Band
Baptiste Smith IR
Samahquam, BC
Samahquam
John Purcell
Education Coordinator
Email: ja_purcell@hotmail.com
Page 35
000721
CAPILANO UNIVERSITY
COMMUNITY
Squamish Volunteer Centre Society

38027 Cleveland Avenue
Box 2676
Squamish, BC
Leigh-Anne Kaiser
Email: svc@seatoskycommunity.org
Communities That Care Squamish
Capilano University
1150 Carson Place
Squamish, BC
Squamish Elementary School
38370 Buckley Avenue
Squamish, BC
Lois Wynne
Executive Board Member, Signing Officer
Email: lois.wynne@sscs.ca
Whistler Public Library
4329 Main Street
Whistler, BC
Whistler
Elizabeth Tracy, Head Librarian

Email: etracy@whistlerlibrary.ca
College of New Caledonia

COMMUNITY

3330-22nd Avenue
Prince George, BC
V2N 1P8
Valemount Learning Society,

1201 5th Avenue, PO Box 789
Valemount, BC
Valemount
John Neumann
Associate Dean, School of
University Studies & Career Access
Email: neumann@cnc.bc.ca
Riette Kenkel
Executive Director
Email:
manager@valemountlearningcentre.org
Page 36
000722

COMMUNITY
Columbia Basin Alliance for Literacy

1535 14 Street, #2 RR4
Invermere, BC
Valemount
Betty Knight
Regional Program Manager
Email: bknight@cbal.org
Robson Valley Support Society
PO Box 430
McBride, BC
McBride
Kelley Williams
Executive Director
Email: rvssmcbride@telus.net
North Cariboo Aboriginal Family
Program Society
324 Hoy Street
Quesnel, BC
Quesnel,
North Cariboo
Karen Borsato
Capacity Service Coordinator
Email: kborsato@longname.ca
Prince George Native Friendship Centre
#118-1600 Third Avenue
Prince George, BC
Prince George
Erin Anderlini
Director
Email: eanderlini@pgnfc.com
3231 Hospital Road
Vanderhoof, BC VOJ 3A2
Fraser Lake Public Library

298 McMilan Avenue
Fraser Lake, BC
Maureen Mallais
Regional Director
Email: mallais@cnc.bc.ca
Audrey Fennema
Chief Librarian
Email: Fllibrarian@bcgroup.net
Nak'azdli Band Education Department
#155-250 Stuart Drive East
Fort St. James, BC
Fraser Lake
Fort St. James
Mark Prince, Administrator

Email: social services@nakazdli.ca
Page 37
000723

COMMUNITY
Fort St. James Public Library

#155-250 Stuart Drive East
Fort St. James, BC
Fort St. James
Wayne Briscoe
Head Librarian
Email: fortlib@fsjames.com
Vanderhoof Public Library
Neighbourhood Space
183 W First Street
Vanderhoof, BC
Vanderhoof
Jane Gray
Head Librarian
Email: vphl@telus.net
College of the Rockies

COMMUNITY
College of the Rockies

2700 College Way
PO Box 8500
Cranbrook, BC V1C 5L7

#2--1535 RR4 Street
Invermere, BC
Cranbrook,
Creston,
Invermere,
Kimberly,
Golden,
Fernie
Russell Workun
Dean of Instruction
Email: rworkun@cotr.bc.ca
Betty Knight
Tel. 250.346.3248
Email: bknight@cbal.org
Page 38
000724
Kwantlen Polytechnic University

COMMUNITY
Kwantlen Polytechnic University

12666 72 Avenue
Surrey, BC V3W 2M8
Dr. Patrick Donahoe
Dean, Faculty of
Academic and Career Advancement
Email: Patrick.Donhahoe@kwantlen.ca
Progressive Intercultural Community

Services Society
#20512725 80th Avenue
Surrey, BC
Surrey
Devinder Chattha
Director
Email: devinder.chattha@pics.bc.ca
Lyn Benn
Director, Student Development
Email: Lyn.Benn@kwantlen.ca
Aldergrove Neighbourhood Services
PO Box 1269
Aldergrove, BC
Aldergrove
Lynn Topham
Executive Director
Email: lynne@aldergrovens.com
Richmond Public Library
100-7700 Minoru Gate
Richmond, BC
Surrey
Susan Walters
Deputy Chief Librarian
Email: susan.walters@yourlibrary.ca
Literacy Richmond
Margaret Dixon
Literacy Outreach Coordinator
Email: Mdixon@sd38.bc.ca
Page 39
000725
North Island College

COMMUNITY

2300 Ryan Road
Courtenay BC V9N 8N6
Campbell River Community Literacy

Association
121A-740 Robron Rd
Campbell River, BC
Campbell
River
Tony Bellavia
Dean, Developmental and Access
Programs
Email: Tony.Bellavia@nic.bc.ca
Kat Eddy
Email: Kateddy@literacyforall.ca
Sherry Bujold
Email: sherry@literacyforall.ca
Bella Coola Valley Community Adult and
Family Literacy Program
New Learning Centre
800 McKay Street
Bella Coola, BC
Bella Coola
Lori Campbell
Executive Director
Email: bcvls@yahoo.ca
Comox Valley Community Adult Literacy
and Learning Society
1507A Mcphee Avenue
Courtenay, BC
Lynn Moseley
Executive Director
Email: admin@cvalc.ca
Literacy Alberni Society
5100 E.Tebo Avenue
Port Alberta, BC
Black Creek,
Comox
Valley,
Courtenay,
Glacier View
Port Alberni
Charmead Schella
Executive Director
Email: charmead@literacyalberni.ca
Page 40
000726
Nicola Valley Institute of Technology

COMMUNITY
Nicola Valley Institute of Technology

4155 Belshaw Street
Literacy Merritt Adult Literacy Program

4155 Belshaw Street
Merritt, BC
Merritt
John Chenoweth
Dean of Instruction and
Distributed Learning
Email: jchenoweth@nvit.bc.ca
Robyn Grebliunas
Email: literacymerritt@gmail.com
Northern Lights College

COMMUNITY
Northern Lights College

11401-8th Street
Dawson Creek, BC V1G 4G2
Dawson Creek Literacy Society

929-102nd Avenue
Dawson Creek BC
Dawson Creek
Steve Roe
Dean of Continuing Education
Email: sroe@nlc.bc.ca
Jennifer Neis
Executive Director
Email: dawcrls@gmail.com
Fort St. John Literacy Society
PO Box 6196
Fort St. John, BC
Fort St. John
Stephanie Puleo
Assistant Executive Director
Email: info@fsliteracy.ca
Fort Nelson Community Literacy Society
5004 52nd Avenue West
Fort Nelson, BC
Fort Nelson
Seanah Blair
Executive Director
Email: coordinator@fncls.com
Atlin Access Centre
PO Box 29
Atlin, BC
Atlin
Rodd Lamirand
Principal
Email: rlamirand@sd87.bc.ca
Page 41
000727
Northwest Community College

COMMUNITY

Box 1277
Houston BC
V0J 1Z0
Houston Link to Learning

3221 14th Street
PO Box 1294
Houston, BC
Houston
Tanya Rexin
Dean of Instructions
Email: trexin@nwcc.bc.ca
Marian Ells
Operations Manager
Email: manager@houstonlinktolearning.ca
Jo (Sharon) Scott
Regional Literacy Coordinator
Email: JScott@nwcc.bc.ca
Kyah Wiget Education Society
205 Beaver Road
Moricetown, BC
Moricetown
Diane Mattson
Administrator
Email: diane.mattson@moricetown.ca
Kitimat Community Services Society
103-370 City Centre
Kitimat, BC
Kitimat
Denise ONeill
Executive Director
Email: denise.kcss@telus.net
Prince Rupert Community Enrichment
Society
710 Fraser St.
Prince Rupert, BC
Prince
Rupert
Don Reynierse
Executive Director
Email: dpres@citytel.net
Kermode Friendship Society
3313 Kalum Street
Terrace, BC
Terrace
Jamie Gers
Email: jgers@kermode.fs.ca
Page 42
000728

COMMUNITY
Volunteer Terrace
3235 Emerson Street
Terrace, BC
Terrace
Murray George
Executive Director
Email: literacyterrace@citywest.ca
Smithers Community Services
Association
PO Box 3759
Smithers, BC
Smithers
Jo-Anne Nugent
Program Manager - Community Learning
Email: jnugent@scsa.ca
Storytellers Foundation
1600 Omenica Street
PO Box 37
Hazelton, BC
Hazelton
Angelique Lalonde
Literacy Coordinator
Email: angelique@upperskeena.ca
Literacy Haida Gwaii
PO Box 235
Queen Charlotte, BC
Beng Favreau
Executive Director
Email: bfavreau@literacyhaidagwaii.ca
Learners Opportunity Group Society
PO Box 327
Hazelton, BC
Queen
Charlotte,
Sandspit,
Skidegate,
Tlell, Port
Clements,
Massett,
Old Massett
14 communities
in the Upper
Skeena region
Ruth Cooper
LOGS Coordinator
Email: rcooper@nwcc.bc.ca
Page 43
000729
Okanagan College
COMMUNITY
Okanagan College
1000 KLO Road
Kelowna BC V1Y 4X8
Revelstoke Literacy Action Committee

Room 121, 1001 Mackenzie
Revelstoke, BC
Revelstoke
Karen Sansom
Associate Dean - Arts and
Foundational Programs
Email: kgsansom@okanagan.bc.ca
Tracy Spannier
Community Literacy Coordinator
Email: tspannier@cbal.org
Okanagan Regional Library
Box 758
Oliver, BC
Oliver,
Osoyoos,
Okanagan Falls
Vicki White
Librarian
Email: vwhite@orl.bc.ca
Open Door Group (Oliver and Osoyoos)

Okanagan Similkameen Learning Centre
(Oliver and Osoyoos)
Department of Community Services
(Osoyoos)
South Okanagan Community Literacy
Society
Oliver Public Health
Selkirk College
COMMUNITY
Selkirk College
301 Frank Beinder Way
Castlegar, BC
V1N 3J1

#2 -1535 14th Street,
Invermere, BC
Castlegar,
Grand Forks,
Nakusp,
Kaslo, Nelson,
Salmo, Slocan
Valley, Trail
Rhonda Schmitz
Dean of Instruction
Email: rschmitz@selkirk.ca
Desneiges Profili
Email: dprofili@cbal.org
Page 44
000730
Simon Fraser University

COMMUNITY

8888 University Way
Burnaby, BC
South Burnaby Neighbourhood House

4845 Imperial Street
Burnaby, BC
Burnaby
Shelley Porter
Program Manager
Email: Shelley_Parker@sfu.ca
Antonia Beck
Executive Director
Email: antoniab@burnabynh.ca
Thompson Rivers University

COMMUNITY

POBox 3010
Kamloops, BC
V2C 5N3
Cariboo Chilcotin Partners for Literacy

POBox 2565
Williams Lake, BC
100 Mile
House,
Williams Lake,
South Cariboo
Region
Dr. Patricia Neufeld

Dean Faculty of Human, Social,
and Educational Development
Email: cwebber@tru.ca
Shelly Joyner
Executive Director
Email: shelly@caribooliteracy.com
Lillooet Area Library Association

930 Main St
Lillooet, BC
Lillooet
Sherry Rhodenizer
Community Adult Literacy Coordinator
Email: lala@lillooet.bclibrary.ca
Page 45
000731

COMMUNITY
Yellowhead Community Services Society

612 Park Drive
Clearwater, BC
Barriere, Little
Fort, Blackpool, Clearwater, Birch Island, Vavenby,
Avola, Blue
River
Jack Keough
Executive Director
Email: Jack.k@yellowheadcs.ca
School District 73 (Gateway)
PO Box 220, Dunn Lake Road
Barriere, BC
Barriere
Brian Mathew
Community Resource Teacher
Email: Brian.Mathew@simpcw.com
High Bar First Nations
1401 Cariboo Highway
Clinton, BC
Clinton
Sharon Ambler
Email: ClintonCALP@live.com
Secwepemc Cultural Education Society
274 A Halston Connection Road
Kamloops, BC
Kamloops
Rita Mathew
Executive Director
Email: execdirector@secwepemc.org
School District #73
Twin Rivers Education Centre
985 Holt Street
Kamloops, BC
Kamloops
Kent Brewer
Principal
Email: kbrewer2sd73.bc.ca
Page 46
000732
University OF the Fraser Valley

COMMUNITY
University of the Fraser Valley

33844 King Road
Abbotsford BC
V2S 7M8
Agassiz-Harrison Community Services

7086 Cheam Ave.
Agassiz, BC
AgassizHarrison
Dr. Sue Brigden

Dean, Faculty of Access & Open
Studies
Email: sue.brigden@ufv.ca
Debbie Lamberger
CALL Coordinator
Email: Literacy@AgassizCS.ca
Chilliwack Learning Community Society

45905 Yale Road
Chilliwack, BC
Chilliwack
Marci Bulloch
Coordinator
Email: marcib@chilliwacklearning.com
Read Right Society
Unit F895 Third Avenue
PO Box 1299
Hope, BC
Hope
and area
Jodi McBride
Executive Director
Email: Jodi.readright@gmail.com
Mission Literacy in Motion
33570 11th Avenue
Mission, BC
Mission
Candie Thorne
Community Literacy Outreach Coordinator
Email: cloc@literacymission.org
Abbotsford Community Services
2420 Montrose Avenue
Abbotsford, BC
Abbotsford
Manpreet Grewal
Director
Email: Manpreet.Grewal@abbotsfordcommunityservices.com
Page 47
000733
University of the Fraser Valley

COMMUNITY
Maple Ridge Pitt Meadows Katzie

Community Literacy Committee
11739 223rd Street
Maple Ridge BC
Maple Ridge
Elaine Yamamoto
Literacy Outreach Worker Facilitator
Email: facilitator@communityliteracy.ca
Chilliwack Community Service
45938 Wellington Avenue
Chilliwack, BC
Chilliwack
Darby Wilkinson
Director
Email: Wilkinsond@comserv.bc.ca
University of victoria
COMMUNITY
University of Victoria
PO Box 3010 Station CSC
Victoria, BC
V8P 5C2
Saanich Adult Education Centre

PO Box 368
7449 W. Saanich Road
Brentwood Bay, BC
Saanich
Ralf St. Clair

Dean of Education
Email: educdean@uvic.ca
Kendra Underwood
SAEC Director
Email: Kendra@saec.ca
Page 48
000734
Vancouver Island University

COMMUNITY

900 Fifth Street
Nanaimo, BC
V9R 5S5
Literacy Central Vancouver Island

19 Commercial St
Nanaimo, BC
Central
Vancouver
Island
(Nanaimo)
Jean Maltesen
Interim Dean, Career & Academic
Preparation
Email: Jean.Maltesen@viu.ca
Arlette Raaen
Regional Campus Principal
Email: Arlette.Raaen@viu.ca
Rebecca Kirk
Chief Executive Officer
Email: Rebecca@literacyCentralVI.org
Powell River Employment Program

Society
4727 Marine Ave
Powell River, BC
Powell River
Deborah Calderon
Community Adult Literacy and Learning
Email: call@prepsociety.org
Bronwyn Brown
Literacy Coordinator
Email: Bronwyn.brown@viu.ca
Central Vancouver Island Job

Opportunities Building Society
Unit 327-198 East Island Highway
PO Box 1362
Parksville, BC
Parksville and
the Qualicum
region
Cheryl Dill
Executive Director
Email: cheryl@careercentre.org
Literacy Now Cowichan Society
213B-80 Station Street
Duncan, BC
Duncan and
the Cowichan
region
Kathleen Erickson
Executive Director
Email: kathleenlitnowcow@gmail.com
Page 49
000735
From:
To:
Cc:
Subject:
Date:
Attachments:

"Ali McDougall"; "Angus Graeme"; Gupta, Arvind; "Bryn Kulmatycki, Interim"; "David Walls"; "Dr. Alan Davis";
"Dr. Alan Shaver"; "Dr. Allan Cahoon"; "Dr. George Iwama"; "Dr. Kris Bulcroft"; "Dr. Mark D. Evered"; "Dr.
Michel Tarko"; "Dr. Ralph Nilson"; "Dr. Ron Burnett"; "Irene Young"; "Jim Hamilton"; "John Bowman"; "Kathryn
Laurin"; "Kathy Denton"; "Kathy Kinkloch"; "Nick Rubidge"; "Prof. Andrew Petter"; "Professor Jamie Cassels";
"Roy Daykin"; XT:Tourand, Ken FIN:IN; "Anndra Graff (CFO)"; "Carol Baert"; "Cathay Sousa"; "Cindy Turner";
"Deborah Huelscher"; "Diane Black"; "Dianne Teslak"; "Eileen Bray"; "Gary Leier (A/VP)"; "Gayle Gorrill"; "Irene
Young"; "Jackie Hogan"; "Kathy Lylyk"; "Lorcan O"Melinn"; "Matt Milovick"; "Michael Clifford"; "Pat Hibbitts";
"Peter Kingston"; Smailes, Peter; "Roy Daykin"; "Shelley Legin"; "Sue McAllister"; "Tracey Ternoway"; XT:Tulip,
Dan GCPE:IN; "Albert Sennet"; Andrea Hall; "Andrew Frias"; "Angela Tao"; "Ann Johnson"; "Anndra Graff";
"Barb Ihlen"; Barclay, Corrie AVED:EX; "Barry Coulson"; "Betty Poettcker"; "Blanca Hluskova"; "Chris Jones";
"Chris Munro"; "Christine Worsley"; "Colin Fowler"; "Colleen Smith"; "David Booth"; "Debbie Schmaltz";
"Deborah Huelscher"; "Dianne Black"; "Dianne Teslak"; "Donna Potter"; "Doug Nelson"; "Eileen Bray"; "Heather
Weir"; "Hrinder Takhar"; "Irene Young"; Jamie Choi; Jessica Subin; "Jill Atchison"; "Joanne Brocklebank"; "Joe
Sass"; "John Brown"; "Justine Jarrett"; "Kathleen Campbell"; "Kathy Humphrey"; "Kathy Lylyk"; "Kathy Roberts";
"Kayoko Takeuchi"; Langlois, Lisa AVED:EX; Josh, Linda; "Margaret Otto"; "Mark Douglas"; "Marlie Worrin";
"Michelle Lock"; "Mike Proud"; "Nicole Adams"; "Nicole Oldfields"; "Nikta Bayanpour"; "Rada McVicker"; "Regina
Wong"; "Ruth Hidber"; "Stefan Valchev"; "Stefanie Singer"; "Steven Bao"; "Sue Fleck"; "Sue McCallister"; "Tara
Szerencsi"; "Vivian Lee"; "Waldemar Miszkurka"; "Wendy Young"; Wightman, John AVED:EX; "William Chew";
"William Goh"; "Anndra Graff"; Barclay, Corrie AVED:EX; "Bob Munro"; "Brad Piontek"; "Cathay Sousa"; "Chris
Arnold-Forster"; "Chris Munro"; "Chuck Yip"; "Dean Crawford"; "Deb Peterson"; "Deborah Huelscher"; Silva,
Dennis; "Diane Black"; "Gary Leier"; "Hrinder Takha"; "Jocelyn Templeman"; "John Braybrook"; "Kathleen
johnson"; "Loralee Bennett"; "Mark Clifford"; "Mark Douglas"; "Mary Aylesworth"; "Michele Kelly"; "Michelle
Lock"; Frost, Michael; "Nicola Oldfield"; "Ramona Franzen"; "Randy Chambers"; "Ruth Hidber"; "Sandy
Gauthier"; "Scott Gowen"; "Scott Hainsworth"; "Sheila Keith"; "Thomas Kwadzovia"; "Tony Doig"; "Tracy Doyle";
"Trish Bichon"; "Vince Laxton"; "Xavier Serrano"; Barclay, Corrie AVED:EX; Barry Coulson; "Cathay Sousa";
"Dianne Teslak"; Gary Leier; "Gayle Gorrill"; Harry Gray; "Jackie Hogan"; Gruter-Andrew, Oliver; "Pat Hibbitts";
Perrey, Jordan AVED:EX; "Roy Daykin"; Sedun, Jeanne AVED:EX; "Shelley Legin"; Barclay, Corrie AVED:EX; "Bob
Munro"; "Carol Baert"; Silva, Dennis; "Gayle Gorrill"; "Lorcan O"Melinn"; "Mary Aylesworth"; Shelley Legin;
"Steve Grundy"; "Blair Littler"; "Jim Reed"; "Robin Ciceri"; "Ruth Wittenberg"; "Barry Coulson - Credit Card";
"Brad Piontek - Office Supplies"; "Cameron Roy - Vending"; Barclay, Corrie AVED:EX; "Dean Crawford - IT";
Silva, Dennis; "Gary Leier - HR Collaborative"; John Wightman; Wightman, John AVED:EX; Kenn Faris; Faris,
Kenn AVED:EX; Lisa Langlois; Langlois, Lisa AVED:EX; Lynne Masse Danes; Masse-Danes, Lynne EDUC:EX;
"Mark McLaughlin - Shared Print"; "Mary Aylesworth - JP Legal"; Melanie Cole-Kellow; Cole-Kellow, Melanie
HLTH:EX; Frost, Michael; "Michael Hrybyk - IT"; "Rand Sanghera - Travel"; "Sheila Keith - Travel"; "Xavier
Serrano - Natural Gas"; "Dean Crawford"; "Michael Hrybyk"; "Tamara Klein"; "Anita Bleick"; Avison, Claire
AVED:EX; Brewster, Kevin AVED:EX; Carroll, Sandra AVED:EX; Meadows, Jennifer L AVED:EX; Plecas, Bobbi
AVED:EX; Porter, Rodney GCPE:EX; Wyllie, Sandra AVED:EX; "Mary Burgess"; Barclay, Corrie AVED:EX; "Barry
Coulson"; "Betty Poettcker"; "Blanca Hluskova"; "John Brown"; "William Goh"; "Ann Johnson"; "Barb Ihlen";
"Barry Coulson"; "Diane Teslak"; "John Brown"; "Justine Jarrett"; "Kathleen Campbell"; "Laura Simonsen";
"Margaret Otto"; "Michelle Lock"; "Nicola Oldfield"; "Sue Fleck"; "Thomas Kwadzovia"; "Tim Atkinson"; "Vivian
Lee"; Wightman, John AVED:EX; "William Chew"; "Bob Munro"; Silva, Dennis; "Mark Clifford"; "Mary
Aylesworth"; "Randy Chambers"; "Trish Bichon"; "Vince Laxton"; Wightman, John AVED:EX; Anndra Graff;
"Bohdan Kosteckyj"; Richardson, Colin; "David Claus"; "Glenn Brenan"; "Janice Wong"; "Jocelyn Templeman";
"Kathy Lylyk"; "Mark Clifford"; "Neil McGregor"; Holt, Paul; "Sheldon Marche"; "Shelley Rennick"; "Vince Laxton";
"Xavier Serrano"; "Bob Munro"; "Brad Piontek"; Peterson, Brian; "Chris Munro"; John Wightman; Wightman,
John AVED:EX; Laura Simonsen; "Leslie Burke"; "Marian Baynes"; Frost, Michael; Der, Morie; "Scott
Hainsworth"; "Trish Bichon"; Barclay, Corrie AVED:EX; "Barry Coulson"; "Chris Arnold-Forster"; "Jennifer
Thibeault"; "John Braybook"; "Mary Aylesworth"; Silva, Dennis; "Vivian Lee"; Wightman, John AVED:EX; "Aaron
Leblanc"; "Carol Desilets"; Barclay, Corrie AVED:EX; "Deb Peterson"; "Doug McCurdy"; "Jeff Wiggins"; "Jim
Forbes"; Jimmy Kim; Perrey, Jordan AVED:EX; "Lilian Ding"; Masse-Danes, Lynne EDUC:EX; "Mark Adams";
"Mark McLaughlin"; Frost, Michael; "Peter Klit"; "Rob Perissini"; "Trish Bichon"; Vince Laxton; Xavier Serrano;
Barclay, Corrie AVED:EX; "Barry Coulson"; "Casey Black"; "Chris Jones"; Cole-Kellow, Melanie HLTH:EX; "David
Booth"; "Dean Crawford"; Silva, Dennis; "John Brown"; "Kathy Humphrey"; Mah, Terry J MTIC:EX; "Mary
Aylesworth"; Paul Stokes; Rand Sanghera; Walsh, Sean (bcit.ca); "Steven Bao"; "Xavier Serrano"; "Brad
Piontek"; "Calin Rad"; "Jocelyn Templeman"; "Karen Hearn"; "Louis Ballarin"; "Mark Douglas"; "Marko Gasic";
Der, Morie; "Tom Lam"; "Barry Coulson"; Fograscher, Judith; "Kathy Lylyk"; "Mary Aylesworth"; "Paul Gruber";
"Ramona Franzen"; "Rand Sanghera"; "Randy Chambers"; "Rosanna Perri"; "Sheila Keith"; "Tony Doig";
Wightman, John AVED:EX; "Aaron LeBlanc"; "Bob Munro"; "Brad Piontek"; "Cameron Roy"; "Cori Andrichuk";
"Dan Traviss"; "Jocelyn Templeman"; "Julie Gemin"; "Kathryn LeGros"; "Kathy Lylyk"; "Mark Adams"; "Trevor
Maddern"; "Trish Bichon"; Christo, Fritz AVED:EX
AVED Administrative Service Delivery Transformation Initiative AVED:EX; "carina@ecuad.ca"; Cerna, Carolina;
"David Karppinen"; "Doreen Sharan"; "Jacqueline Dale"; Jane Burch; "Janette Polson";
"joannenewlove@capilanou.ca"; "kandolac1@cnc.bc.ca"; "Kasey Merritt"; "Kristine Chyplyk"; "Liz Plamondon";
"Loralee Bennett"; "Lorna Gordon"; "lwale@tru.ca"; "Margaret Poohachoff"; "mcgeem@douglascollege.ca";
"Melissa Fiorucci"; "Michelle Magnant"; "nblanchette@nlc.bc.ca"; "Pamela Rodgers"; "Pat Brown"; "Rhonda
Ljunggren"; "smedleyr@camosun.ca"; "Susan Beck"; "vjohnston@jibc.ca"; XT:Pfefferkorn, Cheryl FIN:IN
ASDT Update bulletin for January & February 2015
Friday, February 27, 2015 2:21:55 PM
image001.png
10. ASDT Communication Bulletin - Jan-Feb 2015.pdf
Good afternoon,
000736

Please find attached the Jan/Feb 2015 edition of the ASDT Update, with articles on sector savings for
natural gas purchases, updates on the eMarketplace (Procure-to-Pay) business case development,
Print Services strategy and Travel Management Services, and the status of other Wave 1 initiatives
and upcoming Wave 2 opportunities and working groups.
Kind regards,
Lisa Langlois | Project Coordinator and Analyst

ASDT Collaboration Office
asdt_logo email sig2
000737
January/February 2015
ASDT Update
Natural Gas contracts lead to sector savings
Joint procurement of natural gas has turned into a success story
within the first quarter of service under the new Transport and
Customer Choice contracts that started in November 2014 and
January 2015, respectively.
Cumulative savings reported for November through January for
the 13 institutions participating in the large transport accounts,
under commodity supply terms negotiated for the sector with
Shell Energy North America (Canada) Inc., amount to $945,000.
The sectors transport contract with Shell Canada gives direct
access to lower natural gas costs through increased buying
power and purchase options.
The 10 institutions participating in the small to medium customer
choice accounts program under separate agreements with
Access Gas Services Inc. have seen a collective savings of
approximately $7,000 for the month of January. Participating
institutions signed individual agreements with Access Gas that
allow them to lock in pricing for up to three years at lower rates
than they could have obtained independently.
With UVic as the lead, the
ASDT Natural Gas Initiative
has demonstrated that a
coordinated approach to PSIs
natural gas purchasing can
deliver substantial cost
avoidance, with benefits
estimated at $945,000 in the
first three months, says
UVics Xavier Serrano, sector
lead for Natural Gas. Using a
similar approach as last year,
we will continue to work with
the natural gas independent
advisor to monitor and guide
natural gas sector purchases.
Xavier Serrano, Sector
Lead, Natural Gas
Page | 1
000738
Exploration of an eMarketplace (Procure-to-Pay) opportunity underway

The compelling vision for a post-secondary
eMarketplace has sparked the latest in-depth
analysis being undertaken by the ASDT
initiative.
Procure-to-Pay (P2P) business processes and
enabling technology is the focus of a project to
develop a business case to help determine
the feasibility of a sector-based solution that
will be the foundation of an online
procurement marketplace.
As stated in the P2P Project Charter, procureto-pay refers to the process of buying goods,
which includes the initial decision to make the
purchase, the process of selecting the goods,
and the transaction made to pay for the goods
purchased.
UBCs Dennis Silva, one of three business
leads on the P2P working group, says the
benefits from P2P are simple: it will save
money.
P2P will allow our organizations to better
understand how they spend their money, to
act upon information to increase participation
in contracts, to negotiate better pricing, and to
improve the way procurement staff interact
and negotiate with vendors to generate more
discounts, says Dennis.
Barry Coulson, finance business lead on
the working group, agrees that P2P
promises to improve business processes
and standards in participating institutions.
The intent of any proposed solution that may

come out of this business case will be to
ensure smooth integration with an institution's
current business processes and systems,
says Casey.
The Project Charter and budget for the P2P
Business Case project were approved by the
ASDT Steering Committee in late January
2015, based on completion of a full business
case by the end of June 2015.
Sector consultation and data collection is
taking place through a series of workshops
that are underway to determine current state
procurement processes at select institutions
North Island College, UBC and Langara
College picked for their cross-section of size,
location and business systems technology.
Baseline and other information from these
sessions will be reviewed and validated for all
25 institutions in a sector working group
meeting scheduled for March 17, 2015.
Attention will then turn to the potential future
state, taking into account best practices,
existing eMarketplace tools, vision and
success measures, and further sizing of the
opportunity. As with all business cases, the
case for P2P will then go to the ASDT
Steering Committee for review and approval
of recommendations and next steps.
In the finance area, P2P will ensure

better controls and more timely and
relevant financial management reporting,
says Barry. Im looking forward to seeing
this happen.
Casey Black from North Island College,
the IT business lead on the working
group, emphasizes the benefits that will
come from IT and business integration
through P2P.
North Island College representatives met with

ASDT business case analysts to review current
state procurement processes
Page | 2
000739
Print Service opportunities a

focus of renewed strategy
Upcoming Meeting Reminders
Sector-wide opportunities for efficiencies in

printing services have been on the ASDT
radar almost since the inception of the
initiative. These opportunities are now being
prioritized for the list of Wave 2 joint
procurement projects, led by the initiation of a
sector print optimization strategy.
In December 2014, the ASDT Steering
Committee approved a recommendation to
hire an external consulting firm, with funding
provided by the Ministry, to develop an
optimized print strategy. As a result, Simon
Fraser University, as the lead institution, has
contracted POG consulting to work with the
sector on a print strategy.
At the same time, the Shared Print Shop and
Managed Print Services working groups are
being combined into a single committee to
create an overarching Sector Printing Working
Group. Under this will be two sub-groups, one
to provide direction, feedback and input into
the sector print strategy; the other to provide
direction on scope, approach and schedule to
procure managed print services and run the
associated RFP process.
In December the Steering Committee also
approved a recommendation to seek
competitive bids from within the PSI sector for
internal printing services to print and distribute
exam booklets for a year, starting in July
2015.
This will allow the sector to pilot in-house print
services to evaluate the approach for PSIs to
partner in providing regional print services in
place of the current practice of contracting for
external printing and distribution services.
Procurement Community of Practice

March 5, 2015 1:30 3:00 p.m.
Teleconference
This forum will update members of the sector
procurement community on the status of
ASDT procurement projects in Waves 1 and
2, along with an update on ASDT transition.
Procure-to-Pay Sector Working Group
March 17, 2015 9:30 a.m. 3:30 p.m.
UBC Robson Square, Vancouver
This update is distributed to:
PSI Presidents
VPs of Finance and Administration
Directors of Finance (FinWizards)
Procurement Professionals
ASDT Steering Committee
ASDT Joint Procurement Committee
BCAIU, RUCBC, and BCC Presidents
ASDT Wave 1 Leads and Teams
BCcampus
Post Secondary Employers Association
BCNET
Page | 3
000740
ASDT Wave 1 Initiatives Progress Summary

Travel Management Services
See article below for update
Office Supplies
Joint Procurement Committee (JPC)
approved recommendation to pursue
sector RFP
Working group validating estimated
spend and benefit to sector for JPC
before proceeding
Vending Services
Evaluation team completed first round
of evaluation and proceeding to best
and final offer round
Natural Gas
See article on front page for update
Finance Reduced Merchant Fees

Analysis completed; 11 PSIs have
expressed interest in working with
government to start onboarding in
March 2015
Finance Central Deposit Program

15 institutions currently using CDP,
with a total of $114M on deposit
Finance C-Card
PSI Financial Services Agreement
completed and ready to sign for
onboarding
Procure-to-Pay
See article on page 2 for update
Sector Print Strategy

See article on page 3 for update
Travel Management Services contract on the near horizon

The Travel Management Services Working
Group has identified a top-ranked
proponent using the Best Value
procurement approach.
The working group and the proponent
company are working through the
remaining procurement steps, with a
contract award to the successful vendor
anticipated in March 2015.
Following this, it is expected that
participating PSIs will onboard within the
following 12 to 18 months.
Watch for a sector announcement and
information about sessions with the chosen
vendor once the contract has been signed.
BCITs Rand Sanghera, sector lead for the

Travel opportunity, and SFUs Mary Aylesworth
are leading the Best Value procurement of a
Travel Management Services vendor
Page | 4
000741
Wave 2 opportunities and sector working groups ready to go!

A Wave 2 kick-off session is tentatively being scheduled for April in Vancouver, with details to
follow separately. As a primer, here is a list of the Wave 2 opportunities and sector leads and
working groups, with thanks to the institutions and individuals for putting these names forward!
The opportunity to participate as a working group member or lead remains open. If you are
interested, please send an email to the ASDT Mailbox, AVED.ASDTOffice@gov.bc.ca.
Wave 2 Opportunity
Courier Services
Regional approach for
courier services; explore
existing BC Mail Plus/Courier
Services and future RFP for
domestic courier services.
Cylinder Gas
Sector joint procurement for
cylinder gas.
Sector Lead(s)
Working Group
Post-secondary Institution
UBC (Name TBC)
Scott Hainsworth
Randy Chambers

Douglas College
UBC (Name TBC),

Ken McFarland
(SFU)
Scott Hainsworth
Tom Lam

Xavier Serrano
Mike Frost
Doug McCurdy
Jeff Wiggins
Rob Perissini
Trish Bichon
Mark Adams
Deb Peterson
Lilian Ding
Aaron Leblanc
Jim Forbes
Peter Klit
Carol Desilets
Vince Laxton
Jimmy Kim
Camosun College
Camosun College
Camosun College
Langara College
Okanagan College
University of Northern BC
BC Institute of Technology
BC Institute of Technology
Trish Bichon
Scott Hainsworth
Brad Piontek
Bob Munro
Morie Der
Leslie Burke
Marian Baynes
Chris Munro

Okanagan College
University of Northern BC
Continued on next page
Sector Printing Services

POG Consulting hired to
Mark McLaughlin
develop a sector print
(SFU) co-lead
strategy to inform next steps
for: A) Managed Print
Services - sector RFP to
procure managed print
services; B) In-House
Printing - service catalogue
for sector, explore sector
printing opportunities, start
with pilot for booklet
printing. Procurement
process to be run by SFU
Procurement Services.
Office Supplies
Sector RFP to procure
vendor for office supplies;
regional approach to be
confirmed with working
group.
Mike Frost (TBC)

(UBC)
Page | 5
000742
Wave 2 opportunities and sector working groups (continued)

Wave 2 Opportunity
Sector Lead(s)
Working Group
Textbook Freight
Propose options to reduce
TBD
Sandy Gauthier
textbook freight costs and
Linda Valecourt
leverage courier services.
Kerry Clarke
RFP when available.
Trade Equipment Purchases
Purchase of trades equip. to TBD
Scott Hainsworth
support Deans of Trade.
Maintenance, Repair and Operations (MRO) (Facility Strategy)
Engage with facility
TBD
Sheila Whittaker
directors/leads to identify
David Graham
opportunities and explore
Louis Ballarin
strategy and benefits related
to facility MRO standardization, inventory
management, etc.
Post-secondary Institution
Douglas College
Nicola Valley Institute of Tech.

Page | 6
000743
From:
To:
Cc:
Subject:
Date:
Attachments:
Minister, AVED AVED:EX

"jmontalbano@phn.com"
Gupta, Arvind; AVED Deputy Minister AVED:EX
Our Ref: 99265 - Institutional Visits - Ltr to John Montalbano, UBC
Monday, March 16, 2015 11:19:39 AM
99265 Ltr to John Montalbano - UBC.pdf
Attached is a signed letter from the Honourable Andrew Wilkinson
_______________________________________
Ph: (250) 356-0179
000744
March 16, 2015
Our Ref. 99265
Mr. John S. Montalbano

7th floor, Walter C. Koerner Library 1958 Main Mall
Dear Mr. Montalbano:
Over the last three months I have had the pleasure of visiting almost all of our public
post-secondary institutions, and look forward to visiting the remaining institutions in the near
future. In meeting with students, faculty and staff, I have been impressed by the level of
enthusiasm and commitment, and by the strong state of advanced education in British Columbia.
This is an exciting time in post-secondary education. A wide range of post-secondary education
and training is now available in communities throughout the province, and students are seizing
opportunities to secure strong futures for themselves and their families.
Our shared responsibility is to ensure resources are focused on the core mission of our postsecondary institutions, with strong stewardship and responsible spending. Students and student
outcomes must remain the focus of post-secondary education, as our institutions depend on
teaching students as the core of their mandate.
It is essential that my Ministry staff be available to you, and you can be assured that my office
and the Ministry remain open to you.
I look forward to continuing to work closely with you.
Sincerely,
Andrew Wilkinson
Minister
pc: Distribution List Follows
/2
Ministry of
Advanced Education
Office of the
Minister
Mailing Address:
Victoria BC V8W 9E2
Location:
Victoria
000745
-2-
pc:
Ms. Sandra Carroll

Deputy Minister
Professor Arvind Gupta
000746
From:
To:
Cc:
Subject:
Date:
Attachments:
McHerron, Paula J AVED:EX

Kahlon, Reny
"Mr. John S. Montalbano, Board Chair"; Gupta, Arvind; Thiessen-Wale, Katherine AVED:EX
Board Appointments: The University of British Columbia
Thursday, March 19, 2015 2:24:01 PM
OIC 115-2015.pdf
Good afternoon Reny,
Pursuant to sections 19(2)(e), 20(1.1) and 21 of the University Act, Order in Council #115 (attached)
was approved and ordered on March 16, 2015, reappointing Mr. Greg Peet and Mr. Lane Merrifield
as members of the Board of the University of British Columbia.
FYI, the Board Resourcing and Development Office will be contacting Mr. Peet and Mr. Merrifield to
advise them of their reappointments shortly. In addition, a Ministerial letter and a certificate of
appointment will be sent to each appointee in the very near future.
Should you have any questions regarding these reappointments, please do not hesitate to contact
me at 250-356-8696.
Best,
Paula McHerron, Coordinator
Board Appointments and Negotiation Support
Governance and Quality Assurance Branch
PO Box 9883, STN PROV GOVT
Victoria BC V8W 9T6
Telephone: 250-356-8696 / Facsimile: 250-387-3750
000747
PROVINCE OF BRITISH COLUMBIA
ORDER OF LIEUTENANT GOVERNOR IN COUNCIL

Order in Council No.
115
, Approved and Ordered
March 16, 2015
Lieutenant Governor
Executive Council Chambers, Victoria
On the recommendation of the undersigned, the Lieutenant Governor, by and with the advice and consent of the
Executive Council, orders that, effective July 31, 2015, Greg Peet and Lane Merrifield are reappointed as members of the
board of the University of British Columbia for terms ending July 31, 2018.
Presiding Member of the Executive Council
(This part is for administrative purposes only and is not part of the Order.)
Authority under which Order is made:
Act and section:

Other:
University Act, R.S.B.C. 1996, c. 468, ss. 19 (2) (e), 20 (1.1) and 21
OIC 402/2012; OIC 519/2013
February 19, 2015
O/127/2015/27
page 1 of 1
000748
From:
To:
Cc:
Subject:
Date:
Attachments:

"morgan@sunflowerpartners.ca"
Brewster, Kevin AVED:EX; Carroll, Sandra AVED:EX; Gupta, Arvind; "petter@sfu.ca"; "cprokop@ecuad.ca";
"Kathy_kinloch@bcit.ca"; "Ron Burnett"; "matthew@gnwtrust.ca"; Blaschuk, Michael MTIC:EX
Ref. 99420 - Letter from DM Sandra Carroll to Morgan Sturdy GNWT
Friday, March 20, 2015 10:41:32 AM
99420 - Letter to Morgan Sturdy GNWT.pdf
Good morning,
Please find attached a letter from Sandra Carroll, Deputy Minister, Ministry of Advanced Education.
Thank you.
000749
March 20, 2015

Our Ref. 99420
Mr. Morgan Sturdy, Chair
Board of Directors, Great Northern Way Trust
685 Great Northern Way
Vancouver BC V5T 0C6
Dear Morgan:
I am sorry we were not able to connect by phone. I appreciate that Great Northern Way Trust
(GNWT) continues to work hard at achieving our mutual goals; however, it is clear that the
volume and complexity of the work has expanded beyond the resources available to GNWT.
Since the new Emily Carr University of Art and Design (ECUAD) campus project is under my
responsibility, I would like to assist GNWT to achieve its goals for the Phase One subdivision, to
allow the release of development permit holds on ECUADs project, and to allow the sale of
Lot 5 to the City of Vancouver to proceed. To achieve this I have authorized the following:
The Ministry of Advanced Education (AVED) will provide funding, at no cost to GNWT,
for additional project planning resources to assist GNWT from Shared Services BC
(contact is Michael Blaschuk) for these project planning resources;
Shared Services BC will work closely with GNWT and have access to its real estate staff
and information to assist GNWT in the key aspects of planning, scheduling,
negotiation(with the City of Vancouver) and monitoring the various aspects of the work;
and,
The new planning resources will report at least weekly on progress and issues to the
working committee chaired by the Ministry.
Over the past four weeks Mr. Kevin Brewster, Assistant Deputy Minister, Financial and
Management Services Division, has been chairing a working committee with representatives
from GNWT, AVED, ECUAD and the Ministry of Finance (Risk Management). The working
committee meets weekly to collaborate and coordinate planning and implementation of a large
number of issues relating to the subdivision of the GNWT site. This integrated coordination is
required because numerous items (e.g. servicing agreements, rights of way, design and approval
of public spaces, etc.) for work unrelated to the ECUAD Project have become attached as
holds to the ECUAD Project development permit by the City of Vancouver.
/2
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000750
-2Fulfilling this work and releasing the holds in a timely manner so as to not delay development
permit issuance (currently scheduled for May 11, 2015) is now essential to the successful
outcome of the ECUAD Project. Applied Arts Partnership, the ECUAD Project development
partner, has the legal right to declare a supervening event if these holds are not released and
delay the issuance of their Development Permit. This will result in charges of up to $10,000/day
to the Province of British Columbia.
I am respectfully asking GNWTs assistance to work cooperatively and collaboratively with
these additional resources to ensure that our organizations achieve our individual and mutual
goals. Shared Services BC has a wealth of ready resources to bring to this project to assist
GNWT as quickly as possible to ensure that the ECUAD Project and your projects are not put at
further risk.
If you would like to discuss further please contact my office at (250) 356-5173.
Sincerely,
Sandra Carroll
Deputy Minister
pc:
Dr. Arvind Gupta, President

Prof. Andrew Petter, President and Vice-Chancellor
Ms. Kathy Kinloch, President
British Columbia Institute of Technology
Dr Ron Burnett, President
Emily Carr University and Art and Design
Mr. Matthew Carter, President
Great Northern Way Trust
Mr. Kevin Brewster, Assistant Deputy Minister
Mr. Michael Blaschuk, Assistant Deputy Minister
Ministry of Technology, Innovation and Citizens' Services
Ms. Carey Prokop, Project Director
Emily Carr University of Art and Design
000751
From:
To:
Cc:
Subject:
Date:
Attachments:

Gupta, Arvind
Brewster, Kevin AVED:EX; Brown, Susan B AVED:EX; Porter, Rodney GCPE:EX; Friedlander, Donna AVED:EX; El
Zaim, Adel
Ref. 99407 - Letter from DM Carroll re Scholarship Funding
Monday, March 23, 2015 2:23:27 PM
99407 - UBC Scholarship Funding Letter.pdf
Good afternoon,
Please find attached a letter from Deputy Minister Sandra Carroll, Ministry of Advanced Education.
Thank you.
000752
Our Ref. 99407

March 23, 2015
Professor Arvind Gupta, President and Vice-Chancellor
1958 Main Mall, 7th Floor
Walter C. Koerner Library
Dear Professor Gupta:

I am pleased to advise that the Ministry of Advanced Education (the Ministry) will provide the
University of British Columbia (the University) with a one-time grant of $40,000 to support the
UBC-Chongqing Student Exchange Program (the Scholarship Program), with the understanding
that matching funds will be provided. The Scholarship Program will be between the University
and university partners in Chongqing, China.
The Ministry recognizes, embraces, and celebrates the social, cultural, and economic benefits of
the student exchanges between China and Canada. The Ministry is committed to increasing the
number of international students studying in British Columbia and the number of
British Columbias students studying abroad. This grant will allow the University to establish
scholarships to support the exchange of students between university partners in Chongqing and
the University.
These funds will be forwarded to the University in the next available electronic funds transfer,
and the Ministry would appreciate receiving information from the University on outcomes
achieved.
The Ministry requests that public communication by the University regarding the Scholarship
Program be jointly formalized with the Ministry by contacting our Government Communications
and Public Engagement Office at (250) 952-6400.
Sincerely,
Sandra Carroll
Deputy Minister
pc: Distribution List Follows
Ministry of
Advanced Education
Office of the
Deputy Minister
/2
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000753
-2pc: Mr. Adel El Zaim, Executive Director

International Office, Office of the Vice President, Research and International
Mr. Kevin Brewster, Executive Lead
Post-Secondary Finance Branch
Ms. Susan Brown, Executive Director
Strategic Policy and Planning Branch
Mr. Rodney Porter, Communications Director
Government Communications and Public Engagement
Ms. Donna Friedlander, Director
000754
From:
To:
Cc:
Subject:
Date:
Attachments:

Gupta, Arvind
Friedlander, Donna AVED:EX; Porter, Rodney GCPE:EX; AVED Deputy Minister AVED:EX; Farrar, David; Stuart,
Gavin
Ref. 99446 - Letter from DM Carroll re UBC SLP Funding
Monday, March 23, 2015 2:35:37 PM
99446_UBC SLP Start up funding letter 2014_2015 (Final).pdf
Good afternoon,
Thank you.
000755
Our Ref. 99446

March 23, 2015
7th floor, Walter C. Koerner Library
1958 Main Mall
I am writing to confirm changes to the Ministry of Advanced Education (the Ministry) funding
allocation for the University of British Columbia (UBC) Speech Language Pathology program as
per the attached table.
Specifically, one-time start-up and planning funding for the UBC Speech Language Pathology
Program expansion in 2014/15 of $583,010 will be forwarded with the next electronic funds
transfer. This funding is in addition to the $300,000 previously communicated for 2014/15. The
total one-time funding from 2013/14 to 2016/17 remains at $2,474,763 as communicated
March 31, 2014.
The Ministry expects these funds to be applied to program start-up and planning activities for the
program identified above. If the funding provided cannot be used for the intended purpose, the
Ministry requires that your institution contact the health program area to develop a reallocation
strategy. If a reallocation strategy cannot be reached, the funds may be withdrawn by the
Ministry and reallocated to other health priorities.
The Ministry respectfully requests that public announcements related to this funding be jointly
formalized with the Ministry. In the event that you wish to announce these funds, please have
your staff contact Rodney Porter, Communications Director, Government Communications and
Public Engagement, by phone at (250) 952-6508.
If you have any questions regarding this funding, please contact Mr. Tony Loughran,
Executive Director, Research Universities and Health Programs, at (250) 387-8871 or via email
at Tony.Loughran@gov.bc.ca.
/2
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000756
-2The Ministry would like thank UBC for its important ongoing role in educating health
professionals to meet the population health needs of the province.
Sincerely,
Sandra Carroll
Deputy Minister
Attachment
pc:
Dr. David Farrar, Provost and Vice President Academic

Dr. Gavin Stuart, MD, FRCSC, Vice-Provost, Health and Dean of Medicine
000757
Attachment 1
Revised Schedule of Annual One-time Start-up and Planning Funding
UBC Speech Language Pathology Program
Fiscal Year
2013/14
2014/15
2015/16
2016/17
Total
Previously Communicated
Funding
1,290,000
300,000
671,783
212,980
$2,474,763
Revised Funding
1,290,000
883,010
88,773
212,980
$2,474,763
000758
From:
To:
Cc:
Subject:
Date:
Attachments:

Gupta, Arvind
Friedlander, Donna AVED:EX; Farrar, David; Stuart, Gavin; Porter, Rodney GCPE:EX
Ref. 99438 - Letter from DM Carroll to UBC re PT Funding Letter
Monday, March 23, 2015 2:41:15 PM
99438 - UBC PT Funding Letter.pdf
Good afternoon,
Thank you.
000759
Our Ref. 99438

March 23, 2015
1958 Main Mall
I am pleased to confirm that the Ministry of Advanced Education (the Ministry) will provide the
University of British Columbia (UBC) with a one-time funding contribution of $500,000 to be
provided in the next electronic funds transfer. These funds are intended to support costs, up to
March 31, 2016, associated with the planning and start-up of the proposed plan to distribute
physical therapy education to UNBC.
If any funding provided cannot be used for the intended purpose, the Ministry requires that your
institution contact the Ministry to develop a reallocation strategy.
The Ministry respectfully requests that public announcements related to this funding be jointly
If you have any questions regarding this funding, please contact Mr. Tony Loughran, Executive
Director, Research Universities and Health Programs, at (250) 387-8871 or via email at
Tony.Loughran@gov.bc.ca.
The Ministry would like to thank UBC for its important ongoing role in educating health
professionals to meet the population health needs of the province.
Sincerely,
Sandra Carroll
Deputy Minister
pc:
Distribution List Follows
Ministry of
Advanced Education
Office of the
Deputy Minister
/2
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000760
-2pc:
Dr. David Farrar, Provost and Vice-President Academic

Dr. Gavin Stuart, MD, FRCSC, Vice-Provost, Health and Dean of Medicine
Post-Secondary Funding and Corporate Finance Branch
000761
From:
To:
Cc:
Subject:
Date:
Attachments:

Gupta, Arvind
Porter, Rodney GCPE:EX; Friedlander, Donna AVED:EX; Burgess, Ian
Ref. 99413 - Letter from DM Carroll re Aboriginal Emergency Assistance Fund
Monday, March 23, 2015 4:04:19 PM
99413 UBC Aboriginal Emergency Assistance Fund.pdf
Good afternoon,
Thank you.
000762
Our Ref. 99413

March 23, 2015
1958 Main Mall
I am pleased to inform you that the Ministry of Advanced Education will be providing additional
funding for the Aboriginal Emergency Assistance Fund. University of British Columbia will receive
a one-time allocation of $83,964 that can be spent during fiscal year 2015/16 and 2016/17.
These funds will be forwarded to your institution with the next available electronic funds transfer.
I would also like to inform you that the Ministry supports the use of any remaining funding from
previous years through to the end of the 2016/17 fiscal year.
Please provide a report on your use of emergency assistance funding by the end of May each year
that includes:
Number of students who received funding;
Total amount disbursed;
Total amount remaining;
Description of expense categories;
Number of students who received assistance and completed their studies, with breakdown of
whether the student completed a course, semester or program; and,
Testimonials from students who have benefitted from emergency assistance funding.
The Ministry requests that public announcements related to this funding are jointly formalized with
the Ministry. In the event that you wish to announce the funding, please have your staff contact
Mr. Rodney Porter, Communications Director, Government Communications and Public
Engagement, by phone at (250) 952-6508.
/2
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000763
-2Please contact Deborah Hull, Executive Director, Teaching Universities, Institutes and Aboriginal
Programs, at 250 387-1446 or Deborah.Hull@gov.bc.ca if you have any questions.
Sincerely,
Sandra Carroll
Deputy Minister
pc:
Mr. Ian Burgess

Interim Vice-President, Finance and Operations
Post-Secondary Finance
Mr. Rodney Porter, Director
Communications
000764
From:
To:
Cc:
Subject:
Date:
Attachments:

Gupta, Arvind
Friedlander, Donna AVED:EX; Porter, Rodney GCPE:EX; Burgess, Ian
Ref. 99381 - Letter from DM Carroll re Coding Training Funding
Wednesday, March 25, 2015 12:03:38 PM
99381 - UBC - Coding Training Funding Letter (Final).pdf
Good afternoon,
Thank you.
000765
Our Ref. 99381

March 23, 2015
1958 Main Mall
I am pleased to advise that the Ministry of Advanced Education (the Ministry) has received
Skills Development Employment Benefit funding under the Labour Market Development
Agreement to support short-term training to address the demand for coding-related skills in the
technology sector. Specifically, a one-time grant of $50,000 is being provided to the
University of British Columbia (UBC), which is intended to be spent prior to March 31, 2016.
These funds will be forwarded to your institution with the next available electronic funds
transfer.
In order to ensure a strong match with job openings in local industry, the institution is asked to
work closely with the British Columbia Innovation Council and its Acceleration Network in
determining the focus of the coding-related course(s).
The Ministry requests that UBC provide a summary report by March 31, 2016, outlining the
services provided with this one-time grant. If you do not anticipate utilizing all of the funds in
2015/16, please contact the Ministry by December 1, 2015, to discuss alternatives such as
re-profiling or repayment of the funds, or additional time to implement the planned initiatives.
The Ministry respectfully requests that public announcements related to this funding are jointly
/2
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000766
-2Should you have any questions regarding this initiative, please contact Mr. Tony Loughran,
Executive Director, Research Universities and Health Programs Branch at (250) 387-8871 or
Tony.Loughran@gov.bc.ca.
Sincerely,
Sandra Carroll
Deputy Minister
pc:
Mr. Ian Burgess, Interim Vice-President, Finance and Operations

Ms. Donna Friedlander, Director, Post-Secondary Finance
000767
From:
To:
Cc:
Subject:
Date:
Attachments:

"kathy_kinloch@bcit.ca"; XT:Lockie, Peter FIN:IN; "kbulcroft@capilanou.ca"; "reiserh@cnc.bc.ca";
"David_karppinen@bcit.ca"; "smedleyR@camosun.bc.ca"; "larthur@capilanou.ca"; "beaulieum@cnc.bc.ca";
"woods@cotr.bc.ca"; "daileyl@douglascollege.ca"; "mennell@ecuad.ca"; "jhaberfield@jibc.ca";
"Keri.vangerven@kpu.ca"; "ahsu@langara.bc.ca"; "pabrown@nvit.bc.ca"; "sue.bate@nic.bc.ca";
"hlarden@nlc.bc.ca"; "amcdougall@nwcc.bc.ca"; "JCampbell@okanagan.bc.ca"; "Treace.Alton@royalroads.ca";
"charder@selkirk.ca"; "laura_farrelly@sfu.ca"; "astrachan@tru.ca"; Lucarino, Anna; "rushton@unbc.ca";
"jill.smith@ufv.ca"; "presadmn@uvic.ca"; "jbutt@vcc.ca"; "Janet.King@viu.ca"; "robin.ciceri@rucbc.ca";
"ruth.wittenberg@ufv.ca"; "jimreed@bccolleges.ca"; "Lawrence_Gu@bcit.ca"; "WilmshurstG@camosun.bc.ca";
"dhooker@capilanou.ca"; "oldb@cnc.bc.ca"; "Bowron@cotr.bc.ca"; "ouyangg@douglascollege.ca";
"stuart.mcilmoyle@kwantlen.ca"; "apatel@langara.bc.ca"; "mark.herringer@nic.bc.ca"; "kthomas@nvit.bc.ca";
"snickel@nlc.bc.ca"; "dstava@nwcc.bc.ca"; "rboris@okanagan.bc.ca"; "thevi.pather@royalroads.ca";
"dbeatty@selkirk.ca"; "sjdench@sfu.ca"; "bchadwic@tru.ca"; Roldan-Flores, Leonel; "kbird@ecuad.ca";
"pdenoudn@nlc.bc.ca"; "mtrump@jibc.ca"; "David.McGuire@ufv.ca"; "sklenk@uvic.ca"; "graham.pike@viu.ca";
"tchow@vcc.ca"; "sylvester.chen@unbc.ca"; Brown, Susan B AVED:EX; McConnan, Kelly AVED:EX
Ref. 99509 - Letter from DM Carroll to Presidents re International Education Initiatives
Friday, March 27, 2015 9:50:38 AM
99509 - DM Carroll Letter to Presidents re International Education Initiatives.pdf
Good morning,
Thank you.
000768
Our Ref. 99509

March 27, 2015
Dear Presidents:
I am writing in follow up to my letter of January 12, 2015, regarding two important international
education initiatives an inventory of International Partnership Agreements and tracking study
and work abroad.
I want to thank you for your support for the development of an International Partnership
Agreements inventory. Using the information your institutions have provided, my staff will
continue to work with the British Columbia Council for International Education and your
international education teams to ensure we have a good system-wide understanding of
international education activities and are able to maximize sector opportunities.
I also wanted to let you know that a request has now gone to your Heads of
International Education to initiate the data collection process related to tracking study and work
abroad. The collection of this information will help us create a baseline understanding of the
number of students seeking a global education experience. As with the development of the
international partnerships inventory, I am seeking your support in completing this request. The
information will be due back to the Ministry in September.
If you have any questions, please let me know.
Thank you for your cooperation.
Sincerely,
Sandra Carroll
Deputy Minister
pc:
Distribution List Follows

/2
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000769
-2pc:
Institutional Heads of International Education

BC Colleges
000770
From:
To:
Cc:
Subject:
Date:
Attachments:

"Ali McDougall"; "Angus Graeme"; Gupta, Arvind; "Bryn Kulmatycki, Interim"; "David Walls"; "Dr. Alan Davis";
"Dr. Alan Shaver"; "Dr. Allan Cahoon"; "Dr. George Iwama"; "Dr. Kris Bulcroft"; "Dr. Mark D. Evered"; "Dr.
Michel Tarko"; "Dr. Ralph Nilson"; "Dr. Ron Burnett"; "Irene Young"; "Jim Hamilton"; "John Bowman"; "Kathryn
Laurin"; "Kathy Denton"; "Kathy Kinkloch"; "Nick Rubidge"; "Prof. Andrew Petter"; "Professor Jamie Cassels";
"Roy Daykin"; XT:Tourand, Ken FIN:IN; "Anndra Graff (CFO)"; Barry Coulson; "Carol Baert"; "Cathay Sousa";
"Cindy Turner"; "Deborah Huelscher"; "Diane Black"; "Dianne Teslak"; "Eileen Bray"; "Gary Leier (A/VP)"; "Gayle
Gorrill"; "Irene Young"; "Jackie Hogan"; "Kathy Lylyk"; "Lorcan O"Melinn"; "Matt Milovick"; "Michael Clifford";
"Pat Hibbitts"; "Peter Kingston"; Smailes, Peter; "Roy Daykin"; "Shelley Legin"; "Sue McAllister"; "Tracey
Ternoway"; XT:Tulip, Dan GCPE:IN; "Albert Sennet"; Andrea Hall; "Andrew Frias"; "Angela Tao"; "Ann Johnson";
"Anndra Graff"; "Barb Ihlen"; Barclay, Corrie AVED:EX; "Barry Coulson"; "Betty Poettcker"; "Blanca Hluskova";
"Chris Jones"; "Chris Munro"; "Christine Worsley"; "Colin Fowler"; "Colleen Smith"; "David Booth"; "Debbie
Schmaltz"; "Deborah Huelscher"; "Dianne Black"; "Dianne Teslak"; "Donna Potter"; "Doug Nelson"; "Eileen
Bray"; "Heather Weir"; "Hrinder Takhar"; "Irene Young"; Jamie Choi; Jessica Subin; "Jill Atchison"; "Joanne
Brocklebank"; "Joe Sass"; "John Brown"; "Justine Jarrett"; "Kathleen Campbell"; "Kathy Humphrey"; "Kathy
Lylyk"; "Kathy Roberts"; "Kayoko Takeuchi"; Josh, Linda; "Margaret Otto"; "Mark Douglas"; "Marlie Worrin";
"Michelle Lock"; "Mike Proud"; "Nicole Adams"; "Nicole Oldfields"; "Nikta Bayanpour"; "Rada McVicker"; "Regina
Wong"; "Ruth Hidber"; "Stefan Valchev"; "Stefanie Singer"; "Steven Bao"; "Sue Fleck"; "Sue McCallister"; "Tara
Szerencsi"; "Vivian Lee"; "Waldemar Miszkurka"; Wightman, John AVED:EX; "William Chew"; "William Goh";
Barclay, Corrie AVED:EX; Barry Coulson; "Cathay Sousa"; "Dianne Teslak"; Gary Leier; "Gayle Gorrill"; Harry
Gray; "Jackie Hogan"; Gruter-Andrew, Oliver; "Pat Hibbitts"; Perrey, Jordan AVED:EX; "Roy Daykin"; Sedun,
Jeanne AVED:EX; "Shelley Legin"; Barclay, Corrie AVED:EX; "Bob Munro"; "Carol Baert"; Silva, Dennis; "Gayle
Gorrill"; "Lorcan O"Melinn"; "Mary Aylesworth"; Shelley Legin; "Steve Grundy"; "Blair Littler"; "Jim Reed"; "Robin
Ciceri"; "Ruth Wittenberg"; "Barry Coulson - Credit Card"; "Brad Piontek - Office Supplies"; "Cameron Roy Vending"; Barclay, Corrie AVED:EX; "Dean Crawford - IT"; Silva, Dennis; "Gary Leier - HR Collaborative"; Ken
MacFarlane; Mark McLaughlin; "Mary Aylesworth - JP Legal"; "Michael Hrybyk - IT"; Frost, Michael; "Rand
Sanghera - Travel"; "Sheila Keith - Travel"; Wightman, John AVED:EX; "Xavier Serrano - Natural Gas"; Barclay,
Corrie AVED:EX; "Barry Coulson"; "Betty Poettcker"; "Blanca Hluskova"; "John Brown"; Sparks, Kaine FIN:EX;
"William Goh"; "Ann Johnson"; "Barb Ihlen"; "Barry Coulson"; "Diane Teslak"; "John Brown"; "Justine Jarrett";
"Kathleen Campbell"; "Laura Simonsen"; "Margaret Otto"; "Michelle Lock"; "Nicola Oldfield"; "Sue Fleck";
"Thomas Kwadzovia"; "Tim Atkinson"; "Vivian Lee"; Wightman, John AVED:EX; "William Chew"; "Bob Munro";
Silva, Dennis; "Mark Clifford"; "Mary Aylesworth"; "Randy Chambers"; "Trish Bichon"; "Vince Laxton";
Wightman, John AVED:EX; Anndra Graff; "Bohdan Kosteckyj"; Richardson, Colin; "David Claus"; "Glenn Brenan";
"Janice Wong"; "Jocelyn Templeman"; "Kathy Lylyk"; "Mark Clifford"; "Neil McGregor"; Holt, Paul; "Sheldon
Marche"; "Shelley Rennick"; "Vince Laxton"; "Xavier Serrano"; "Bob Munro"; "Brad Piontek"; Peterson, Brian;
"Chris Munro"; Laura Simonsen; "Leslie Burke"; "Marian Baynes"; Frost, Michael; Der, Morie; "Scott Hainsworth";
"Trish Bichon"; Barclay, Corrie AVED:EX; "Barry Coulson"; "Chris Arnold-Forster"; "Jennifer Thibeault"; "John
Braybook"; "Mary Aylesworth"; Silva, Dennis; "Vivian Lee"; Wightman, John AVED:EX; "Aaron Leblanc"; "Carol
Desilets"; Barclay, Corrie AVED:EX; "Deb Peterson"; "Doug McCurdy"; "Jeff Wiggins"; "Jim Forbes"; Jimmy Kim;
Perrey, Jordan AVED:EX; "Lilian Ding"; Masse-Danes, Lynne EDUC:EX; "Mark Adams"; "Mark McLaughlin"; Frost,
Michael; "Peter Klit"; "Rob Perissini"; "Trish Bichon"; Vince Laxton; Xavier Serrano; Barclay, Corrie AVED:EX;
"Barry Coulson"; "Casey Black"; Chris Arnold-Forster; "Chris Jones"; Cole-Kellow, Melanie HLTH:EX; "David
Booth"; "Dean Crawford"; Silva, Dennis; "John Brown"; "Kathy Humphrey"; Mah, Terry J MTIC:EX; "Mary
Aylesworth"; Paul Stokes; Rand Sanghera; Walsh, Sean (bcit.ca); "Steven Bao"; "Xavier Serrano"; "Brad
Piontek"; "Calin Rad"; "Jocelyn Templeman"; "Karen Hearn"; "Louis Ballarin"; "Mark Douglas"; "Marko Gasic";
Der, Morie; "Tom Lam"; "Barry Coulson"; Fograscher, Judith; "Kathy Lylyk"; Mark Douglas; "Mary Aylesworth";
"Paul Gruber"; "Ramona Franzen"; "Rand Sanghera"; "Randy Chambers"; "Rosanna Perri"; "Sheila Keith"; "Tony
Doig"; Wightman, John AVED:EX; "Aaron LeBlanc"; "Bob Munro"; "Brad Piontek"; "Cameron Roy"; "Cori
Andrichuk"; "Dan Traviss"; "Jocelyn Templeman"; "Julie Gemin"; "Kathryn LeGros"; "Kathy Lylyk"; "Mark
Adams"; "Trevor Maddern"; "Trish Bichon"; "Mary Burgess"; "Anita Bleick"; "Dean Crawford"; "Michael Hrybyk";
"Tamara Klein"
AVED Administrative Service Delivery Transformation Initiative AVED:EX; "carina@ecuad.ca"; Cerna, Carolina;
"David Karppinen"; "Jacqueline Dale"; Jane Burch; "joannenewlove@capilanou.ca"; "kandolac1@cnc.bc.ca";
"Kasey Merritt"; "Kristine Chyplyk"; "Loralee Bennett"; "Lorna Gordon"; "lwale@tru.ca"; "Margaret Poohachoff";
"mcgeem@douglascollege.ca"; "Melissa Fiorucci"; "Michelle Magnant"; "nblanchette@nlc.bc.ca"; "Pamela
Rodgers"; "Pat Brown"; "Rhonda Ljunggren"; "smedleyr@camosun.ca"; "Susan Beck"; "vjohnston@jibc.ca";
XT:Pfefferkorn, Cheryl FIN:IN
ASDT resources for 2015/16
Tuesday, April 07, 2015 10:39:14 AM
image001.png
As part of the transition to a sector-led service delivery model for the ASDT Initiative, there are a
number of staffing and organizational changes to bring to your attention.
ASDT Sector Lead
Barry Coulson has been seconded from his position as Langaras Associate VP Administration and
Finance to assume the new role of ASDT Sector Executive Lead, effective Apr 1/15. Reporting to the
000771
ASDT Steering Committee through its co-chairs, Barry will be responsible for increasing sector
awareness and engagement in current and future ASDT opportunities, as well as leading the
identification, development and implementation of ASDT financial services and other projects. Barry
will also be responsible for leading the operation of the ASDT Collaboration Office.
The ASDT Collaboration Office in Victoria is now staffed by two new full-time Ministry employees.
Heather Devine started as the new ASDT Project Director on Mar 23/15, replacing previous Project
Director Corrie Barclay. Heather brings over 15 years of public service experience in a variety of
ministries and central agencies, most recently with the Ministry of Health, where she was the
Director of Intergovernmental Relations responsible for leading two active
federal/provincial/territorial tables. In previous Director roles, Heather led the establishment of
Canadas first provincial Office of the Seniors Advocate and developed an innovative program for
delivering non-medical home support to seniors throughout BC. Her areas of expertise include
project management, stakeholder engagement, performance measurement and program
evaluation.
Fritz Christo started as an ASDT Project Manager on Mar 9/15. Fritz has been with the Ministry of
Advanced Education for two years in the Financial Management Branch, coordinating the collection
and analysis of student full-time equivalent results from BCs public post-secondary institutions.In
addition to his government experience with AVED and corporate services in the natural resource
sector, he has 20 years of project and account management experience in the private sector in
pharmaceutical research and telecommunications.Fritz will initially be providing ASDT project
management services for the Trades Equipment, Cylinder Gas and Courier Services Wave 2
procurement opportunities, with participation in other initiatives over time.
Joint Procurement Operations Team
The new Joint Procurement Operations Team (JPOT) is being hosted at UBC, led by Dennis Silva in his
full-time role as JPOT Director. Reporting to the ASDT Joint Procurement Committee through its
chair, Dennis will lead a team of procurement professionals on collaborative procurement initiatives
for the sector. The JPOT is currently determining its priorities and work plan for 2015/16, and
building the team required to support its mandate.
External Resource Support
The JPOT will be conducting a competitive bid process to acquire contractors for 2015/16 for project
management, change management and facilitation expertise. In order to allow sufficient time for
the RFP process, transition support will be provided by the current contracted team in Victoria,
funded by the Ministry of Advanced Education, as follows:
The former ASDT Collaboration Office Project Director, Corrie Barclay, will be retained
part-time in an advisory role for fiscal 2015/16 to provide transition support, thought
000772
leadership, and mentoring as required.

Business analysts Melanie Cole-Kellow and Terry Mah will continue work towards
completing the Procure-to-Pay business case by Jun 30/15.
Additional resources are being extended to Jun 30/15 to help ensure the smooth
transition of accountabilities:
o Project Managers John Wightman and Lynne Masse-Danes;
o Change Management Lead Kenn Faris; and,
o Project Coordinator and Analyst Lisa Langlois.
Kind regards, on behalf of the ASDT Collaboration Office,

000773
From:
To:
Cc:
Subject:
Date:
Carroll, Sandra AVED:EX

Gupta, Arvind
Lucarino, Anna
RE: Touching Base
Wednesday, April 22, 2015 4:11:04 PM
I understand we are booked at 3pm Thursday. You are also welcome to call my cell anytime
22
Thanks

Sent: Wednesday, April 22, 2015 3:46 PM
To: Carroll, Sandra AVED:EX
Cc: Lucarino, Anna
Subject: Touching Base
Dear Sandy,
I trust this finds you well. I am hoping for the opportunity to connect with you briefly this evening or
tomorrow afternoon, at your convenience, to update you on a development at UBC.
Ive asked my office to be in touch with yours to find a good time.
Thanks and warmest regards,

Arvind
000774
From:
To:
Cc:
Subject:
Date:
Attachments:
AVED Service Delivery Transformation AVED:EX

"Ali McDougall"; "Angus Graeme"; Gupta, Arvind; Bryn Kulmatycki; "Bryn Kulmatycki, Interim"; "David Walls";
"Dr. Alan Davis"; "Dr. Alan Shaver"; "Dr. Allan Cahoon"; "Dr. George Iwama"; "Dr. Kris Bulcroft"; "Dr. Mark D.
Evered"; "Dr. Michel Tarko"; "Dr. Ralph Nilson"; "Dr. Ron Burnett"; "Irene Young"; "Jim Hamilton"; "John
Bowman"; "Kathy Denton"; "Kathy Kinkloch"; XT:Lockie, Peter FIN:IN; "Prof. Andrew Petter"; "Professor Jamie
Cassels"; "Roy Daykin"; XT:Tourand, Ken FIN:IN; "Anndra Graff (CFO)"; Barry Coulson; "Carol Baert"; "Cathay
Sousa"; "Cindy Turner"; "Deborah Huelscher"; "Diane Black"; "Dianne Teslak"; "Eileen Bray"; "Gary Leier
(A/VP)"; "Gayle Gorrill"; "Irene Young"; "Jackie Hogan"; "Kathy Lylyk"; "Lorcan O"Melinn"; "Matt Milovick";
"Michael Clifford"; "Pat Hibbitts"; "Peter Kingston"; Smailes, Peter; "Roy Daykin"; "Shelley Legin"; "Sue
McAllister"; "Tracey Ternoway"; XT:Tulip, Dan GCPE:IN; "Albert Sennet"; Andrea Hall; "Andrew Frias"; "Angela
Tao"; "Ann Johnson"; "Anndra Graff"; "Barb Ihlen"; Barclay, Corrie AVED:EX; Barry Coulson; "Betty Poettcker";
"Blanca Hluskova"; "Chris Jones"; "Chris Munro"; "Christine Worsley"; "Colin Fowler"; "Colleen Smith"; "David
Booth"; "Debbie Schmaltz"; "Deborah Huelscher"; Devine, Heather AVED:EX; "Dianne Black"; "Dianne Teslak";
"Donna Potter"; "Doug Nelson"; "Eileen Bray"; "Heather Weir"; "Hrinder Takhar"; "Irene Young"; Jamie Choi;
Jessica Subin; "Jill Atchison"; "Joanne Brocklebank"; "Joe Sass"; "John Brown"; "Justine Jarrett"; "Kathleen
Campbell"; "Kathy Lylyk"; "Kathy Roberts"; "Kayoko Takeuchi"; Josh, Linda; Lisa Langlois; Langlois, Lisa
AVED:EX; "Margaret Otto"; "Mark Douglas"; "Marlie Worrin"; "Michelle Lock"; "Mike Proud"; "Nicole Adams";
"Nicole Oldfields"; "Nikta Bayanpour"; Paul Manhas; "Rada McVicker"; "Regina Wong"; "Ruth Hidber"; "Stefan
Valchev"; "Stefanie Singer"; "Steven Bao"; "Sue Fleck"; "Sue McCallister"; "Tara Szerencsi"; "Vivian Lee";
"Waldemar Miszkurka"; Wightman, John AVED:EX; "William Chew"; "William Goh"; Barclay, Corrie AVED:EX;
Barry Coulson; Brewster, Kevin AVED:EX; "Cathay Sousa"; Devine, Heather AVED:EX; "Dianne Teslak"; Gary
Leier; "Gayle Gorrill"; Harry Gray; "Jackie Hogan"; Gruter-Andrew, Oliver; "Pat Hibbitts"; Perrey, Jordan
AVED:EX; "Roy Daykin"; Sedun, Jeanne AVED:EX; "Shelley Legin"; Barclay, Corrie AVED:EX; "Bob Munro";
"Carol Baert"; Silva, Dennis; Devine, Heather AVED:EX; "Gayle Gorrill"; "Lorcan O"Melinn"; Shelley Legin; "Steve
Grundy"; "Blair Littler"; "Jim Reed"; "Robin Ciceri"; "Ruth Wittenberg"; Barry Coulson; "Cameron Roy - Vending";
Casey Black; Barclay, Corrie AVED:EX; "Dean Crawford - IT"; Silva, Dennis; Devine, Heather AVED:EX; Kenn
Faris; Faris, Kenn AVED:EX; Lilian Ding; Lisa Langlois; Langlois, Lisa AVED:EX; Lynne Masse Danes; MasseDanes, Lynne EDUC:EX; Mark McLaughlin; "Mary Aylesworth - JP Legal"; Melanie Cole-Kellow; Cole-Kellow,
Melanie HLTH:EX; Frost, Michael; "Rand Sanghera - Travel"; Wightman, John AVED:EX; "Xavier Serrano Natural Gas"; Barry Coulson; "Betty Poettcker"; "Blanca Hluskova"; Barclay, Corrie AVED:EX; "John Brown";
Sparks, Kaine FIN:EX; "William Goh"; "Ann Johnson"; "Barb Ihlen"; Barry Coulson; "Diane Teslak"; "John
Brown"; "Justine Jarrett"; "Kathleen Campbell"; "Laura Simonsen"; "Margaret Otto"; "Michelle Lock"; "Nicola
Oldfield"; "Sue Fleck"; "Thomas Kwadzovia"; "Tim Atkinson"; "Vivian Lee"; Wightman, John AVED:EX; "William
Chew"; "Bob Munro"; Silva, Dennis; "Mark Clifford"; "Mary Aylesworth"; "Randy Chambers"; "Trish Bichon";
"Vince Laxton"; Wightman, John AVED:EX; Anndra Graff; "Bohdan Kosteckyj"; Richardson, Colin; "David Claus";
"Glenn Brenan"; "Janice Wong"; "Jocelyn Templeman"; "Kathy Lylyk"; "Mark Clifford"; "Neil McGregor"; Holt,
Paul; "Sheldon Marche"; "Shelley Rennick"; "Vince Laxton"; "Xavier Serrano"; Barclay, Corrie AVED:EX; Barry
Coulson; "Chris Arnold-Forster"; Jamie Choi; "Jennifer Thibeault"; "John Braybook"; Margaret Otto; "Mary
Aylesworth"; Silva, Dennis; "Vivian Lee"; Wightman, John AVED:EX; "Aaron Leblanc"; "Carol Desilets"; Barclay,
Corrie AVED:EX; "Deb Peterson"; "Doug McCurdy"; "Jeff Wiggins"; "Jim Forbes"; Jimmy Kim; Perrey, Jordan
AVED:EX; "Lilian Ding"; Masse-Danes, Lynne EDUC:EX; "Mark Adams"; "Mark McLaughlin"; Frost, Michael;
"Peter Klit"; "Rob Perissini"; "Trish Bichon"; Vince Laxton; Xavier Serrano; Barclay, Corrie AVED:EX; Barry
Coulson; "Casey Black"; Chris Arnold-Forster; "Chris Jones"; Cole-Kellow, Melanie HLTH:EX; "David Booth";
"Dean Crawford"; Silva, Dennis; "John Brown"; Mah, Terry J MTIC:EX; "Mary Aylesworth"; Paul Stokes; Rand
Sanghera; Walsh, Sean (bcit.ca); "Steven Bao"; "Xavier Serrano"; "Brad Piontek"; "Calin Rad"; "Jocelyn
Templeman"; "Karen Hearn"; "Louis Ballarin"; "Mark Douglas"; "Marko Gasic"; Der, Morie; "Tom Lam"; Barry
Coulson; Fograscher, Judith; "Kathy Lylyk"; Mark Douglas; "Mary Aylesworth"; "Paul Gruber"; "Ramona
Franzen"; "Rand Sanghera"; "Randy Chambers"; "Rosanna Perri"; "Sheila Keith"; "Tony Doig"; Wightman, John
AVED:EX; "Aaron LeBlanc"; "Bob Munro"; "Brad Piontek"; "Cameron Roy"; "Cori Andrichuk"; "Dan Traviss";
"Jocelyn Templeman"; "Julie Gemin"; "Kathryn LeGros"; "Kathy Lylyk"; "Mark Adams"; "Trevor Maddern"; "Trish
Bichon"; "Mary Burgess"; "Anita Bleick"; "Dean Crawford"; "Michael Hrybyk"; "Tamara Klein"; Avison, Claire
AVED:EX; Brewster, Kevin AVED:EX; Carroll, Sandra AVED:EX; Meadows, Jennifer L AVED:EX; Plecas, Bobbi
AVED:EX; Porter, Rodney GCPE:EX; Wyllie, Sandra AVED:EX; Baybuz, Alexey; Bob Munro; Brad Piontek;
Peterson, Brian; Chris Munro; John Wightman; Wightman, John AVED:EX; Laura Simonsen; Leslie Burke; Marian
Baynes; Frost, Michael; Hassan, Mohammed; Der, Morie; Scott Hainsworth; Trish Bichon
"carina@ecuad.ca"; Cerna, Carolina; "David Karppinen"; "Jacqueline Dale"; Jane Burch; "Janette Polson";
"joannenewlove@capilanou.ca"; "kandolac1@cnc.bc.ca"; "Kasey Merritt"; "Kristine Chyplyk"; "Liz Plamondon";
"Loralee Bennett"; "Lorna Gordon"; "lwale@tru.ca"; "Margaret Poohachoff"; "mcgeem@douglascollege.ca";
"Melissa Fiorucci"; "Michelle Magnant"; "nblanchette@nlc.bc.ca"; "Pamela Rodgers"; "Pat Brown"; "Rhonda
Ljunggren"; "smedleyr@camosun.ca"; "Susan Beck"; "vjohnston@jibc.ca"; XT:Pfefferkorn, Cheryl FIN:IN; AVED
Service Delivery Transformation AVED:EX
ASDT Update, March-April 2015
Monday, May 04, 2015 3:19:29 PM
image001.png
ASDT Communication Bulletin - Mar-Apr 2015.pdf
Hello,
Please find attached the March-April issue of ASDT Update. This and all past issues of the newsletter
are located on the ASDT SharePoint site at the link below:
000775

Resource Library > Communications > ASDT Update
Kind regards,

000776
March/April 2015
ASDT Update
Sector sets sights on longer range vision for ASDT
Building on the momentum and successes of the ASDT initiative
to date, the ASDT governance groups have begun to look further
into the future and see a need for a longer term strategic
direction for the collaborative initiative.
With Wave 1 opportunities well underway and the initial scope
for Wave 2 identified, plus the recent appointment of a Sector
Executive Lead for ASDT (see page 2), the ASDT Steering
Committee and post-secondary leads have initiated discussions
about the future of the ASDT Initiative beyond 2015/16.
Prompted by a preliminary discussion at the March 25 ASDT
Steering Committee meeting about potential longer range
opportunities, members discussed a need to evolve the role of
the Steering Committee to scan further ahead in order to support
the collaborative initiative over the long term.
In anticipation of a joint
ASDT governance and
strategy planning workshop being scheduled
for a date to be
determined in June, a
portion of the April 14
Sector Leads session
was devoted to reviewing a draft ASDT
accountability framework and drafting a
common vision for the
future potential of
ASDT. This feedback
will be brought forward
to the ASDT Steering
Committee and Joint
Procurement
Committee as input into
their strategic planning
and governance
discussions.
Langaras Chris Arnold-Forster

describes his groups future
vision of the ASDT Initiative as
part of a Lego visioning
exercise at the Sector Leads
workshop on April 14.
Page | 1
000777
ASDTs new sector lead confident in the future of the initiative

On April 1, Barry Coulson became the new
Sector Executive Lead for the ASDT initiative,
seconded from his position as Langaras
Associate VP Administration and Finance.
Barry is now responsible for increasing sector
awareness and engagement in ASDT opportunities, and for leading the identification,
development and implementation of ASDT
financial services and other projects.
I am really impressed by how far we have come
since the inception of the ASDT initiative. While
we have always enjoyed cooperation across our
sector, this initiative has provided the catalyst for
that cooperation to include all 25 public postsecondary institutions at the same table. ASDT has
allowed us to leverage our subject matter experts
to the benefit of all, and has enabled us to share
best practices and knowledge among us. I
congratulate everyone who has participated in the
hard work that has enabled this level of success.
As a sector, we are now entering the next phase of
the ASDT initiative, with the full-scale launch of
the Joint Procurement Operations Team (JPOT)
and the ongoing development of a transition plan
for the ASDT Collaboration Office a transition
from a government funded initiative to a mature,
fiscally stable program that is led by the sector in
partnership with the Ministry of Advanced
Education. With your input and guidance, this
transition can take us beyond joint procurements
into a broader range of opportunities. As always,
the focus will be on bottom-line savings and cost
avoidance for every post-secondary institution
while recognizing the intangible benefits from the
ASDT initiative.
I am very excited at the prospect of leading the
ASDT initiative through this next stage of its
development, and I look forward to continuing to
work with you in this endeavor. I would like to
express my sincere appreciation for your support
and assistance, particularly over the past several
months. I greatly value your input and am always
available to discuss ASDT initiatives with you.
Sector Executive Lead Barry Coulson and

ASDT Project Director Heather Devine.
In support of his new mandate, Barry will also
oversee the operation of the ASDT Collaboration
Office, which now includes two Ministry of
Advanced Education employees.
Heather Devine is the new ASDT Project
Director, replacing Corrie Barclay, who is
being retained in a strategic advisory capacity,
which includes assisting with the P2P
Business Case. Heather has 15 years of
experience in the public service in a variety of
ministries and central agencies, most recently
with the Ministry of Health as Director of Intergovernmental Relations.
Fritz Christo is a new Project Manager in the
ASDT Office. Fritz has been with Advanced
Educations Financial Management Branch for
the past two years. Fritz also has 20 years of
project and account management experience
in the private sector. Fritz will initially be
providing ASDT project management services
for the Trades Equipment, Cylinder Gas and
Courier Services Wave 2 procurement
opportunities, with participation in other
initiatives over time.
Page | 2
000778
New JPOT Director sees a bright future in collaborative procurement

On April 1, Dennis Silva, formerly Director of
Payment and Procurement Services at UBC,
became the new Director of the Joint
Procurement Operations Team (JPOT).
Dennis says hes looking forward to building
on the established foundation of joint
procurement for the benefit of the sector.
Over the past year and a half, our dialogue,
collaboration and shared learnings, along with the
investment and leadership contributed by the
sector, has been incredible to be part of and to
see our collaboration grow to the next level. I
know our efforts are appreciated and our future is
bright!
Our progress and programs such as Natural Gas,
C-Card and Travel Management have showcased
our advances and our challenges in delivering
benefits and savings. The environment within
which we operate is demanding as our institutions
expect greater value and greater emphasis on
transparency and accountability. Add in external
factors such as the drop in the Canadian dollar,
changes in the marketplace and the evolution of
technology, we need to be creative, relentless and
increasingly focused to drive mutual value for the
sector. Its a great time to be a procurement
professional!
In support of the expanded joint procurement

role on behalf of the sector, Dennis will be
overseeing three JPOT staff members.
Brian Peterson, seconded from his position
as Procurement Officer for UBC, is the new
JPOT Category Analyst. Brian will be
analyzing the procurement of commonly
purchased goods and services within the
sector and taking a high level approach in
identifying opportunities.
Mohammed Hassan joins the JPOT as a
Procurement Officer, initially to support UBCs
lead of the Courier and Office Supplies
initiatives, with added duties over time.
Mohammed has extensive professional
experience in public procurement, having
been a member of the Acquisitions Branch of
Public Works Government Services Canada
(PWGSC) for 36 years in a number of roles,
most recently Supply Specialist (Senior
Buyer).
John Braybrook has come out of recent
retirement as a procurement officer at UVic to
take on a part-time role as JPOTs second
Procurement Officer, adding valuable
knowledge to the team.
As the JPOT enters this next phase, support and

focus will be key to meeting the challenges.
Collectively, we will need constant engagement to
respond to changes in the marketplace, to identify
opportunities, and to integrate and synchronize to
maximize our collective strengths to deliver value.
Furthermore, as we learn and mature, the JPOT
will support the consortia to work with suppliers
to innovate and add value with us. We have an
opportunity as a sector to seize these prospects
and pass on the value. I am very excited and look
forward to working with everyone in our next
phase of the journey.
Mohammed Hassan, JPOT Director Dennis

Silva, and Brian Peterson.
Page | 3
000779
ASDT Initiative Progress Summary March/April 2015

INITIATIVE
PROGRESS HIGHLIGHTS
Travel Management
The Consortium Team voted to proceed to contract negotiations

with the top-ranked proponent in the Best Value approach being
used. Negotiations are expected to take up to 30 days. If
successful, contract award is targeted for mid-May 2015.
Notice has been sent to the lead proponent requesting best and
final offer (BAFO), due mid-May. Contract award is targeted for
June 2015.
The working group has been reconstituted and a schedule of
project dates drafted. A survey of PSIs was conducted to refresh
previous data collected, and a letter to request usage data from
participating PSI vendors was drafted.
Benefits from both the Natural Gas Transport and Customer
Choice programs are now being tracked monthly. The PSIs
participating in the Transport program sold back an unused
portion of their summer 2015 gas volumes. The Natural Gas team
is currently working with a complement of new PSIs that are
considering opting in to the Natural Gas program for 2015/16.
A draft sector print strategy report will be delivered by the end of
April and then shared with working groups for comments. The
final report and presentation are expected to be completed by
POG consulting by the end of May 2015.
Implementation has been completed for College of New
Caledonia, with Langara, Camosun, University of the Fraser
Valley, Northern Lights College and SFU in progress.
With 19 PSIs participating and 16 having made deposits,
additional interest totalling $108K has been earned on $109M on
deposit.
The TD Merchant Fee sector agreement is in progress, with an
interim process currently in place. Onboarding is complete for
ECUAD, and underway for JIBC, Royal Roads and Okanagan
College.
Provincial Treasury has received a proposal for banking services
from RBC and will be analyzing it starting in May using sector
data to determine fit.
The Business Case was approved by Joint Procurement
Committee and work is underway on a draft Sector Working
Group Terms of Reference and draft project plan.
The Sector Working Group Terms of Reference was finalized to
incorporate WG feedback. Drafting of the Business Case is
underway; on track to be completed by end of June 2015.
Vending
Office Supplies
Natural Gas
Print Strategy
Commercial Card
Central Deposit Program
Reduced Merchant Fees on
Credit Cards
Banking Services
Cylinder Gas
Procure-to-Pay (P2P)
Business Case
Page | 4
000780
Wave 2 Project Leads established

The Sector Leads and working groups are
ramping up for the Wave 2 initiatives. Here is a
quick listing of the Wave 2 procurement
opportunities and sector leads to date. Each
PSI will be assessing these opportunities to
determine their participation. If you have any
questions please email the ASDT Collaboration
Office (AVED.ASDTOffice@gov.bc.ca) or
contact the project lead directly.
Courier Services
Sector Lead: Mike Frost, UBC
Email: michael.frost@ubc.ca
Cylinder Gas
Spread the Word the ASDT

Online Discussion Forum!
Its free, easy to find, easy to use, and brings
results!
The On-line Discussion Forum is at your
fingertips right from the ASDT SharePoint
home page.
Have a look at some of the discussions
already started there, and join in or start your
own. Think about using it to promote your
institutions next procurement RFP, or even
before that stage in reaching out to see if any
other institutions are interested in joining
yours.
Managed Print Services

Sector Lead: Lilian Ding, SFU
Email: lilian_ding@sfu.ca
Trade Equipment Purchases
Sector Lead: TBD
Office Supplies
This update is distributed to:
PSI Presidents
VPs of Finance and Administration
Directors of Finance (FinWizards)
Procurement Professionals
ASDT Steering Committee
ASDT Joint Procurement Committee
BCAIU, RUCBC, and BCC Presidents
ASDT Leads and Teams
BCcampus
Post Secondary Employers Association
BCNET
ASDT Initiative in Pictures

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Page | 5
000781
From:
To:
Subject:
Date:
McHerron, Paula J AVED:EX

Kahlon, Reny
Chancellor Selection
Tuesday, May 12, 2015 2:11:36 PM
Reny, can you send me policy regarding UBC chancellor selection? I cant find it on UBC website.
With thanks,
Paula McHerron, Coordinator
Board Appointments and Negotiation Support
Governance and Quality Assurance Branch
PO Box 9883, STN PROV GOVT
Victoria BC V8W 9T6
Telephone: 250-356-8696 / Facsimile: 250-387-3750
000782
From:
To:
Cc:
Subject:
Date:
Attachments:
Minister, AVED AVED:EX

"jmontalbano@phn.com"
Carroll, Sandra AVED:EX; Gupta, Arvind; Kahlon, Reny; Chan, Connie
2015/16 Mandate Letter AVED-University of British Columbia
Friday, May 15, 2015 11:53:25 AM
99816 - Final 2015-16 Mandate Letter - UBC.pdf
Signature Page - UBC.docx
May 15, 2015

Our Ref: 99816

E-Mail Address: jmontalbano@phn.com
Please find attached the 2015/16 Mandate Letter for University of British Columbia.
A reference to Government procurement, travel and executive and management compensation

policies along with the expectation of compliance with these requirements has been added to
the draft Mandate Letter that was shared with you earlier. Consistent with past Letters of
Expectations, reference to the statutory provisions which set your Institutions mandate has
also been added.
I appreciate your Boards support and input into the development of the Mandate Letter.
Particularly with respect to the four priority action items for the public post-secondary
education and training system.
All Board members are asked to sign the Mandate Letter as set out in the Taxpayer
Accountability Principles. This is a requirement for all public sector organizations, and
demonstrates that all Board members understand and acknowledge their commitment to
Government direction. Any Board member not wanting to sign the Mandate Letter, is asked
to write to Ms. Sandra Carroll, Deputy Minister, outlining their concerns.
Signed Mandate Letters are requested by June 30, 2015 and should be returned to my Deputy
Ministers Office. If you anticipate difficulties in having all Board members sign by that date,
I request that you contact Ms. Carroll. A separate document containing only the signature
page of the Mandate Letter has been included for convenience, in case there are any changes
in board members.
I look forward to discussing the action items and other priorities as part of our regular
meetings.
Sincerely,
Andrew Wilkinson
000783
Attachments
pc: Ms. Sandra Carroll, Deputy Minister


Ms. Reny Kahlon

Planning and Liaison Manager
Board of Governors Secretariat
Ms. Connie Chan

President Assistant
000784
May 14, 2015
Our Ref: 99816

1958 Main Mall
Re:
2015/16 Mandate Letter for Public Post-Secondary Institutions
British Columbians have come to expect high-quality programs from our public post-secondary
institutions. The province is well served by our public post-secondary institutions. In signing
this 2015/16 Mandate Letter, members of the University of British Columbia Board of Governors
individually and collectively acknowledge their statutory obligations to act in the best interests of
the institution and affirm their commitment to take into account the Taxpayer Accountability
Principles in exercising this duty.
A core value of Government is respect for the taxpayer through affordable public policies. It is
critical that public post-secondary institutions operate as efficiently as possible, to ensure
British Columbians are provided with the highest-quality programs and services. This requires
constant focus on maintaining a cost-conscious and principled culture through the efficient and
effective delivery of programs and services that stand the test of public scrutiny and help develop
a prosperous economy and society in an environmentally sustainable manner. The foundation of
this work is the commitment by Government to control spending and balance the budget.
Government is responsible for funding, setting the legislative, regulatory and public policy
frameworks in which public post-secondary institutions operate along with establishing the
Institutions mandate. This includes the following statutory provisions:
Section 47 (2) of the University Act:
A university must, so far as and to the full extent that its resources from time to time permit, do
all of the following:
establish and maintain colleges, schools, institutes, faculties, departments, chairs and
courses of instruction;
Page 1 of 6
Ministry of
Advanced Education
Office of the
Minister
Mailing Address:
Victoria BC V8W 9E2
Location:
Victoria
000785
provide instruction in all branches of knowledge;
establish facilities for the pursuit of original research in all branches of knowledge;
establish fellowships, scholarships, exhibitions, bursaries, prizes, rewards and pecuniary

and other aids to facilitate or encourage proficiency in the subjects taught in the university
and original research in all branches of knowledge;
provide a program of continuing education in all academic and cultural fields throughout
British Columbia; and,
generally, promote and carry on the work of a university in all its branches, through the
cooperative effort of the board, senate and other constituent parts of the university.
Within the terms of the legislation, University of British Columbia will, in fulfilling its mandate,
consider strategic priorities of Government when allocating institutional resources. Specific
strategic priority actions of Government for 2015/16 are:
Implement B.C.s Skills for Jobs Blueprint which sets out the fundamental changes and
shifts B.C. must undertake to support students to move through each stage of their
education, and transition into the workforce with the skills necessary to realize the career
opportunities most in demand in our province.
Assist in advancing key strategies of Government contained within the Aboriginal

Post-Secondary Education and Training Policy Framework and Action Plan, and the
International Education Strategy.
Meet or exceed the financial targets identified in the Ministrys three-year Service Plan as
tabled under Budget 2015, including maintaining balanced or surplus financial results
unless Government approval is provided.
Continue to support the Administrative Service Delivery Transformation initiative, focused

on achieving administrative efficiencies, sharing best practices, and enhancing the quality
of services across the public post-secondary sector.
Government is committed to further strengthening accountability, improving the management of

public funds and continuing the collaborative relationship between Government and public
post-secondary institutions. This strong focus on improved two-way communication is to support
and ensure a complete understanding of Government directions and institutional priorities. As
such, it is important that each of us advise the other in a timely manner of any issues that may
materially affect the operations of University of British Columbia and/or the interests of
Government, including information on any risks to achieving financial forecasts and performance
targets.
2015/16 Mandate Letter AVED UBC
Page
2 of 6
000786
As part of the commitment to fiscal responsibility and to ensure the best possible use of taxpayer
resources, public post-secondary institutions affirm their commitment to take into account the
Taxpayer Accountability Principles (attached). These principles are: cost consciousness
(efficiency), accountability, appropriate compensation, service, respect and integrity. Through
the implementation of Taxpayer Accountability Principles, public sector organizations
demonstrate a commitment to a cost-conscious public sector that strengthens cost management
capabilities and fosters a principled culture of efficiency and accountability at all levels. This
includes implementing the Code of Conduct of your institution, which contains conflict of
interest provisions and post-employment restrictions.
As public post-secondary institutions that receive funding from the Government, institutions are
expected to conduct their affairs in a manner consistent with the legislative, regulatory and policy
framework established by Government and share in upholding the Taxpayer Accountability
Principles. This includes:
Adhering to the policy, guidelines and directions of the Public Sector Employers Council
regarding executive compensation and the management freeze that remains in place for the
present time, recognizing the fiscal reality facing the provincial public sector.
Negotiating settlements with unionized employee groups consistent with the Economic
Stability Mandate for all collective agreements that expire on or after December 31, 2013.
Ensuring that institutional operational and financial activities, including procurement and
travel, are conducted consistent with Government standards for cost-consciousness and the
most cost-effective use of taxpayer resources.
Conducting board matters in accordance with the best practice guideline.
The Core Policy and Procedures Manual of Government can be found on the Ministry of Finance
website at http://www.fin.gov.bc.ca/ocg/fmb/manuals/CPM/CPMtoc.htm and other supporting
documents found on the Public Sector Employers Council Secretariat website at
http://www.fin.gov.bc.ca/psec/.
Government and the public post-secondary institutions share a commitment to ensuring that
British Columbians have access to the high quality post-secondary education and training
programs they need to fully participate in the provincial economy and society. This includes
being responsive to student and labour market demands and to addressing the overall
socio-economic and regional employment needs of the province.
Government is committed to supporting the success of students and post-secondary institutions,
while at the same time making sure that funding is focused on the legislated mandate of the
institution. Post-secondary education needs to be affordable for students and parents as well as
taxpayers.
Page
3 of 6
000787
Making changes to align education, training and resources with the economic and social needs of
the province will guarantee success for our province and students. Only by working together will
we find additional efficiencies, further reduce duplication and position ourselves for even greater
success.
Sincerely,
Andrew Wilkinson
Minister
Attachment
pc: Honourable Christy Clark
Premier
Mr. John Dyble
Mr. Peter Milburn
Ministry of Finance
Ms. Sandra Carroll
Deputy Minister
Ministry of Finance
Page
4 of 6
000788
As members of the University of British Columbia Board of Governors, we individually and

collectively acknowledge our statutory obligations to act in the best interests of the
University of British Columbia and affirm as Governors to take into account the
Taxpayer Accountability Principles in exercising our duty.
Veronica Knott
Elected Student Member
Jeffrey Krupa
Julie Van de Valk

Shannon Dunn
Elected Staff Member
Darran Fernandez
Richard Johnston
Elected Faculty Member
Darrin Lehman
Michael Treschow
Birgit Bennett
Appointed Government Member
Dr. Kenneth Fung

Celeste Haldane
Alice D. Laberge
Fiona Macfarlane
Lane Merrifield
Douglas H. Mitchell, Q.C.

Gregg Peet
(Alumni)
Alan Shuster
(Alumni)
David Sidoo
Lindsay Gordon
Chancellor
Dr. Arvind Gupta


____________________________
Date Signed
Page
5 of 6
000789
Attachment 1
Taxpayer Accountability Principles

Further information available at: http://gov.bc.ca/crownaccountabilities
1
Cost Consciousness
(Efficiency)
Strengthen cost management capabilities and foster a culture of

cost-consciousness at all levels of public sector organizations.
Provide public services and programs as efficiently and
effectively as possible to bend the cost curve and support
sustainable public policies and programs as a lasting legacy for
generations to come.
Accountability
Transparently manage responsibilities according to a set of

common public sector principles in the best interest of the
citizens of the province. By enhancing organizational efficiency
and effectiveness in the planning, reporting and decision making,
public sector organizations will ensure actions are aligned with
governments strategic mandate.
Appropriate Compensation
Comply with a rigorous, standardized approach to performance

management and employee compensation, which reflects
appropriate compensation for work across the public sector that is
consistent with governments taxpayer accountability principles
and respectful of the taxpayer.
Service
Maintain a clear focus on positive outcomes for citizens of

British Columbia by delivering cost-efficient, effective, valuefor-money public services and programs.
Respect
Engage in equitable, compassionate, respectful and effective

communications that ensure all parties are properly informed or
consulted on actions, decisions and public communications in a
timely manner. Proactively collaborate in a spirit of partnership
that respects the use of taxpayers monies.
Integrity
Make decisions and take actions that are transparent, ethical and
free from conflict of interest. Require the establishment of a
strong ethical code of conduct for all employees and executives.
Serve the citizens of British Columbia by respecting the shared
public trust and acting in accordance with the taxpayer
accountability principles.
Page 6 of 6
000790

Veronica Knott
Jeffrey Krupa
Julie Van de Valk

Shannon Dunn
Darran Fernandez
Richard Johnston
Darrin Lehman
Michael Treschow
Birgit Bennett
Dr. Kenneth Fung

Celeste Haldane
Alice D. Laberge
Fiona Macfarlane
Lane Merrifield

Gregg Peet
(Alumni)
Alan Shuster
(Alumni)
David Sidoo
Lindsay Gordon
Chancellor
Dr. Arvind Gupta


____________________________
Date Signed
2015/16 Mandate Letter AVED - The University of British Columbia
000791
Page 5 of 6
From:
To:
Subject:
Date:
Lucarino, Anna
de Jager, Adriaan; Kahlon, Reny
RE: 2015/16 Mandate Letter AVED-University of British Columbia
Tuesday, May 19, 2015 2:09:02 PM
Thanks Adriaan. Please keep me posted.
From: de Jager, Adriaan

To: Lucarino, Anna; Kahlon, Reny
Subject: RE: 2015/16 Mandate Letter AVED-University of British Columbia
Hi Anna,
The sector (RUCBC and the other associations) are still working on refining the letter. The Ministry
elected to send out a letter but based on calls I had this morning no one is signing until the
language is sorted (pertains to the travel and procurement reference).
Cheers,
Adriaan

To: de Jager, Adriaan; Kahlon, Reny
Subject: FW: 2015/16 Mandate Letter AVED-University of British Columbia
Hello Adriaan and Reny,
Are either of you planning to have Arvind review and/or sign this?
Please advise.
Many thanks,
Anna

To: Lucarino, Anna
Subject: 2015/16 Mandate Letter AVED-University of British Columbia
With respect to the e-mail below, the copy shared with Connie Chan was returned Undelivered.
Therefore, a copy is now being shared with you.
Thank you,
_______________________________________
Ph: (250) 356-0179
000792
From: Burnett, Teresa M AVED:EX On Behalf Of Minister, AVED AVED:EX

Sent: Friday, May 15, 2015 11:53 AM
To: 'jmontalbano@phn.com'
Cc: Carroll, Sandra AVED:EX; 'Arvind.Gupta@ubc.ca'; 'reny.kahlon@ubc.ca'; 'connie.chan@ubc.ca'
May 15, 2015

Our Ref: 99816


also been added.
in board members.
meetings.
Sincerely,
Andrew Wilkinson
000793
Attachments


Ms. Reny Kahlon

Ms. Connie Chan

President Assistant
000794
From:
To:
Cc:
Subject:
Date:
Attachments:
Meadows, Jennifer L AVED:EX on behalf of Carroll, Sandra AVED:EX

"kathy_kinloch@bcit.ca"; XT:Lockie, Peter FIN:IN; "kbulcroft@capilanou.ca"; "reiserh@cnc.bc.ca";
"bkulmatychi@nlc.bc.ca"; "kburt@nwcc.bc.ca"; "jhamilton@okanagan.bc.ca"; "allan.cahoon@royalroads.ca";
Carroll, Sandra AVED:EX; Porter, Rodney GCPE:EX
Embargoed AVED Statement on board expenses at Kwantlen Polytechnic University
Friday, May 22, 2015 9:42:10 AM
2015AVED0038-000732.pdf
Attached is an embargoed statement that will be posted online at 10:00 am today

http://www2.news.gov.bc.ca/news_releases_2013-2017/2015AVED0038-000732.htm
STATEMENT
Statement on board expenses at Kwantlen Polytechnic University
VICTORIA - Advanced Education Minister Andrew Wilkinson has issued the following statement on
board expenses at Kwantlen Polytechnic University (KPU):
"Following a review of board expenses at KPU between 2011 and 2013, it has been bought to my
attention that a number of claims were not appropriate or reasonable. Boards of public postsecondary institutions are required to invest their funds in education and research.
"Government expectations are clearly outlined in the Taxpayer Accountability Principles that were
introduced in June 2014. These taxpayer principles strengthen accountability and ensure provincial
public-sector organizations operate in the best interest of taxpayers.
"As the Minister of Advanced Education, I find it unacceptable for the board of a post-secondary
institution to incur excessive costs for entertainment, especially when they involve meetings that
are only between board members.
"KPU has requested the repayment of certain expenses for entertainment in addition to the costs to
attend two political fundraising events. The former board member who claimed the expenses in
question has agreed to pay them back.
"Kwantlen now has formal policies in place to ensure all expenses are authorized, reasonable and
appropriately documented. Policies include pre-approval for any alcohol and limits on meal claims.
KPU also has introduced a policy that prohibits expense claims for political events, whether federal,
provincial or municipal. The policy also disallows any payments to lobbyists."
Media Contact:
Rodney Porter
000795
Communications Director
250 889-7494
Connect with the Province of B.C. at: www.gov.bc.ca/connect
000796
STATEMENT
For Immediate Release
2015AVED0038-000732
May 22, 2015
Statement on board expenses at Kwantlen Polytechnic University
VICTORIA Advanced Education Minister Andrew Wilkinson has issued the following statement
on board expenses at Kwantlen Polytechnic University (KPU):
Following a review of board expenses at KPU between 2011 and 2013, it has been bought to
my attention that a number of claims were not appropriate or reasonable. Boards of public
post-secondary institutions are required to invest their funds in education and research.
Government expectations are clearly outlined in the Taxpayer Accountability Principles that
were introduced in June 2014. These taxpayer principles strengthen accountability and ensure
provincial public-sector organizations operate in the best interest of taxpayers.
As the Minister of Advanced Education, I find it unacceptable for the board of a postsecondary institution to incur excessive costs for entertainment, especially when they involve
meetings that are only between board members.
KPU has requested the repayment of certain expenses for entertainment in addition to the
costs to attend two political fundraising events. The former board member who claimed the
expenses in question has agreed to pay them back.
Kwantlen now has formal policies in place to ensure all expenses are authorized, reasonable
and appropriately documented. Policies include pre-approval for any alcohol and limits on meal
claims. KPU also has introduced a policy that prohibits expense claims for political events,
whether federal, provincial or municipal. The policy also disallows any payments to lobbyists.
Media Contact:
Rodney Porter
Communications Director
250 889-7494
Connect with the Province of B.C. at: www.gov.bc.ca/connect
000797
From:
To:
Subject:
Date:
Attachments:
John Montalbano
Kahlon, Reny
FW: 2015/16 Mandate Letter AVED-University of British Columbia
Friday, June 12, 2015 5:22:07 PM
On reading this. Why would it have not been covered by the Board? I suggest it should
immediately be sent to the Governance Committee for familiarity.
Regards,
John

Vice Chair

Sent: 2015, May, 15 11:53 AM
To: John Montalbano
Cc: Carroll, Sandra AVED:EX; Gupta, Arvind; Kahlon, Reny; Chan, Connie
May 15, 2015

Our Ref: 99816


also been added.
000798
in board members.
meetings.
Sincerely,
Andrew Wilkinson
Attachments


Ms. Reny Kahlon

Ms. Connie Chan

President Assistant
000799
From:
To:
Subject:
Date:
Attachments:
John Montalbano
Kahlon, Reny
FW: 2015/16 Mandate Letter AVED-University of British Columbia
Friday, June 12, 2015 5:36:24 PM
This is what the travel policy says in the Provincial Act that the University apparently is to be
consistent with. Why are we seemingly different? Can you discuss with Michael H. I have lost
his email on my laptop.
10.3.3 Combining Personal Travel

1.
Travel that combines government and personal business must be reimbursed at the lesser of
actual transportation expenses; or

an estimate of the minimum acceptable expenses that would have been incurred if the
personal travel had not taken place.
2.Additional expenses arising from personal extensions to business travel are the employee's
responsibility.
3.Expenses for an employee's spouse or family members are not reimbursable, except:
when a spouse is formally representing the government and a written invitation has been
issued to the spouse (see also 10.4.4 and C.14.3);
travel is to a pre-retirement seminar or awards function; or
the employee is relocating (for details refer to Administration, Relocation).
Regards,
John

Vice Chair

Sent: 2015, May, 15 11:53 AM
To: John Montalbano
Cc: Carroll, Sandra AVED:EX; Gupta, Arvind; Kahlon, Reny; Chan, Connie
May 15, 2015

Our Ref: 99816
000800


also been added.
in board members.
meetings.
Sincerely,
Andrew Wilkinson
Attachments


000801
Ms. Reny Kahlon

Ms. Connie Chan

President Assistant
000802
May 14, 2015
Our Ref: 99816

1958 Main Mall
Re:
2015/16 Mandate Letter for Public Post-Secondary Institutions
British Columbians have come to expect high-quality programs from our public post-secondary
institutions. The province is well served by our public post-secondary institutions. In signing
this 2015/16 Mandate Letter, members of the University of British Columbia Board of Governors
individually and collectively acknowledge their statutory obligations to act in the best interests of
the institution and affirm their commitment to take into account the Taxpayer Accountability
Principles in exercising this duty.
A core value of Government is respect for the taxpayer through affordable public policies. It is
critical that public post-secondary institutions operate as efficiently as possible, to ensure
British Columbians are provided with the highest-quality programs and services. This requires
constant focus on maintaining a cost-conscious and principled culture through the efficient and
effective delivery of programs and services that stand the test of public scrutiny and help develop
a prosperous economy and society in an environmentally sustainable manner. The foundation of
this work is the commitment by Government to control spending and balance the budget.
Government is responsible for funding, setting the legislative, regulatory and public policy
frameworks in which public post-secondary institutions operate along with establishing the
Institutions mandate. This includes the following statutory provisions:
Section 47 (2) of the University Act:
A university must, so far as and to the full extent that its resources from time to time permit, do
all of the following:
establish and maintain colleges, schools, institutes, faculties, departments, chairs and
courses of instruction;
Page 1 of 6
Ministry of
Advanced Education
Office of the
Minister
Mailing Address:
Victoria BC V8W 9E2
Location:
Victoria
000803
provide instruction in all branches of knowledge;
establish facilities for the pursuit of original research in all branches of knowledge;
establish fellowships, scholarships, exhibitions, bursaries, prizes, rewards and pecuniary

and other aids to facilitate or encourage proficiency in the subjects taught in the university
and original research in all branches of knowledge;
provide a program of continuing education in all academic and cultural fields throughout
British Columbia; and,
generally, promote and carry on the work of a university in all its branches, through the
cooperative effort of the board, senate and other constituent parts of the university.
Within the terms of the legislation, University of British Columbia will, in fulfilling its mandate,
consider strategic priorities of Government when allocating institutional resources. Specific
strategic priority actions of Government for 2015/16 are:
Implement B.C.s Skills for Jobs Blueprint which sets out the fundamental changes and
shifts B.C. must undertake to support students to move through each stage of their
education, and transition into the workforce with the skills necessary to realize the career
opportunities most in demand in our province.
Assist in advancing key strategies of Government contained within the Aboriginal

Post-Secondary Education and Training Policy Framework and Action Plan, and the
International Education Strategy.
Meet or exceed the financial targets identified in the Ministrys three-year Service Plan as
tabled under Budget 2015, including maintaining balanced or surplus financial results
unless Government approval is provided.
Continue to support the Administrative Service Delivery Transformation initiative, focused

on achieving administrative efficiencies, sharing best practices, and enhancing the quality
of services across the public post-secondary sector.
Government is committed to further strengthening accountability, improving the management of

public funds and continuing the collaborative relationship between Government and public
post-secondary institutions. This strong focus on improved two-way communication is to support
and ensure a complete understanding of Government directions and institutional priorities. As
such, it is important that each of us advise the other in a timely manner of any issues that may
materially affect the operations of University of British Columbia and/or the interests of
Government, including information on any risks to achieving financial forecasts and performance
targets.
Page
2 of 6
000804
As part of the commitment to fiscal responsibility and to ensure the best possible use of taxpayer
resources, public post-secondary institutions affirm their commitment to take into account the
Taxpayer Accountability Principles (attached). These principles are: cost consciousness
(efficiency), accountability, appropriate compensation, service, respect and integrity. Through
the implementation of Taxpayer Accountability Principles, public sector organizations
demonstrate a commitment to a cost-conscious public sector that strengthens cost management
capabilities and fosters a principled culture of efficiency and accountability at all levels. This
includes implementing the Code of Conduct of your institution, which contains conflict of
interest provisions and post-employment restrictions.
As public post-secondary institutions that receive funding from the Government, institutions are
expected to conduct their affairs in a manner consistent with the legislative, regulatory and policy
framework established by Government and share in upholding the Taxpayer Accountability
Principles. This includes:
Adhering to the policy, guidelines and directions of the Public Sector Employers Council
regarding executive compensation and the management freeze that remains in place for the
present time, recognizing the fiscal reality facing the provincial public sector.
Negotiating settlements with unionized employee groups consistent with the Economic
Stability Mandate for all collective agreements that expire on or after December 31, 2013.
Ensuring that institutional operational and financial activities, including procurement and
travel, are conducted consistent with Government standards for cost-consciousness and the
most cost-effective use of taxpayer resources.
Conducting board matters in accordance with the best practice guideline.
The Core Policy and Procedures Manual of Government can be found on the Ministry of Finance
website at http://www.fin.gov.bc.ca/ocg/fmb/manuals/CPM/CPMtoc.htm and other supporting
documents found on the Public Sector Employers Council Secretariat website at
http://www.fin.gov.bc.ca/psec/.
Government and the public post-secondary institutions share a commitment to ensuring that
British Columbians have access to the high quality post-secondary education and training
programs they need to fully participate in the provincial economy and society. This includes
being responsive to student and labour market demands and to addressing the overall
socio-economic and regional employment needs of the province.
Government is committed to supporting the success of students and post-secondary institutions,
while at the same time making sure that funding is focused on the legislated mandate of the
institution. Post-secondary education needs to be affordable for students and parents as well as
taxpayers.
Page
3 of 6
000805
Making changes to align education, training and resources with the economic and social needs of
the province will guarantee success for our province and students. Only by working together will
we find additional efficiencies, further reduce duplication and position ourselves for even greater
success.
Sincerely,
Andrew Wilkinson
Minister
Attachment
pc: Honourable Christy Clark
Premier
Mr. John Dyble
Mr. Peter Milburn
Ministry of Finance
Ms. Sandra Carroll
Deputy Minister
Ministry of Finance
Page
4 of 6
000806

Veronica Knott
Jeffrey Krupa
Julie Van de Valk

Shannon Dunn
Darran Fernandez
Richard Johnston
Darrin Lehman
Michael Treschow
Birgit Bennett
Dr. Kenneth Fung

Celeste Haldane
Alice D. Laberge
Fiona Macfarlane
Lane Merrifield

Gregg Peet
(Alumni)
Alan Shuster
(Alumni)
David Sidoo
Lindsay Gordon
Chancellor
Dr. Arvind Gupta


____________________________
Date Signed
Page
5 of 6
000807
Attachment 1
Taxpayer Accountability Principles

Further information available at: http://gov.bc.ca/crownaccountabilities
1
Cost Consciousness
(Efficiency)
Strengthen cost management capabilities and foster a culture of

cost-consciousness at all levels of public sector organizations.
Provide public services and programs as efficiently and
effectively as possible to bend the cost curve and support
sustainable public policies and programs as a lasting legacy for
generations to come.
Accountability
Transparently manage responsibilities according to a set of

common public sector principles in the best interest of the
citizens of the province. By enhancing organizational efficiency
and effectiveness in the planning, reporting and decision making,
public sector organizations will ensure actions are aligned with
governments strategic mandate.
Appropriate Compensation
Comply with a rigorous, standardized approach to performance

management and employee compensation, which reflects
appropriate compensation for work across the public sector that is
consistent with governments taxpayer accountability principles
and respectful of the taxpayer.
Service
Maintain a clear focus on positive outcomes for citizens of

British Columbia by delivering cost-efficient, effective, valuefor-money public services and programs.
Respect
Engage in equitable, compassionate, respectful and effective

communications that ensure all parties are properly informed or
consulted on actions, decisions and public communications in a
timely manner. Proactively collaborate in a spirit of partnership
that respects the use of taxpayers monies.
Integrity
Make decisions and take actions that are transparent, ethical and
free from conflict of interest. Require the establishment of a
strong ethical code of conduct for all employees and executives.
Serve the citizens of British Columbia by respecting the shared
public trust and acting in accordance with the taxpayer
accountability principles.
Page 6 of 6
000808
From:
To:
Cc:
Subject:
Date:
Attachments:

"allan.cahoon@royalroads.ca"; "petter@sfu.ca"; "president@tru.ca"; Gupta, Arvind; "Daniel.weeks@unbc.ca";
"pres@uvic.ca"
"robin.ciceri@rucbc.ca"
2015/16 Mandate Letter - Travel Practices (AVED Ref. 100172)
Tuesday, June 23, 2015 1:31:16 PM
Letter to Members of RUCBC - June 23 2015.pdf
Please find attached a letter from Deputy Minister Sandra Carroll.
_______________________________________
Office of the Deputy Minister

Ph: (250) 356-5170
000809
June 23, 2015
Our Ref. 100172
To: Members of the Research Universities' Council of British Columbia

Further to recent discussions about the 2015/16 Mandate letters, I am writing to clarify
whats expected with regard to the travel practices reference contained therein.
As you know, public sector organization board members are asked to sign the Taxpayer
Accountability Principles to demonstrate a commitment to a cost-conscious public sector that
strengthens cost management capabilities and fosters a principled culture of efficiency and
accountability.
Similarly, the Province of British Columbia Core Policy and Procedures Manual sets out
management and financial policy for public sector organizations that is principles-based.
Chapter 10 of the Manual states that whenever possible, ministers and ministries are expected to
promote the spirit and intent of government travel policy by requesting that similar policies are
adopted by Crown corporations, public bodies, funded agencies and government contractors.
It is with this understanding that the Mandate Letter makes reference to existing expectations
regarding travel practices. Post-secondary institutions are specifically being asked to have travel
policies in place to promote the spirit and intent of governments travel policies.
I hope this clarifies expectations sufficiently. I appreciate your cooperation as you work towards
having all board members sign the Mandate Letter by June 30, 2015.
Sincerely,
Sandra Carroll
Deputy Minister
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000810
From:
To:
Cc:
Subject:
Date:
Attachments:
Importance:
Evans, Sharon AVED:EX on behalf of Nickerson, Catherine M AVED:EX

Stott, Joe
Gupta, Arvind; "pascal.spothelfer@ubc.ca"; Smailes, Peter; de Jager, Adriaan; Gellor, Richard AVED:EX
Ministerial approval for the disposition of property in Duvall, Washington
Wednesday, June 24, 2015 1:07:30 PM
F - UBC- Approval Letter for Duvall Washington Property.pdf
F - UBC - Att 1 - Duvall WA - Min Order M157-2015 with Schedule.pdf
High
Good afternoon,
Please find the attached letter and filed Ministerial Order M 157 providing the University of British
Columbia the approval for the disposition of property in Duvall, Washington.
Should you have any questions, please contact me at (250) 356-7896 or by email at
Catherine.Nickerson@gov.bc.ca.
Thank you,
Catherine Nickerson, Architect AIBC, MRAIC, LEED AP

Director, Capital Asset Management
Tel: (250) 356-7896 Mobile: (250) 893-7896 Fax: (250) 356-7922

Email: Catherine.Nickerson@gov.bc.ca
000811
PROVINCE OF BRITISH COLUMBIA

ORDER OF THE MINISTER OF ADVANCED EDUCATION
Ministerial Order No.
M 157
I, Sandra Carroll, Deputy Minister of Advanced Education, hereby order that, in this Order:
1. The following definitions apply:
(a) City of Duvall means the City of Duvall, located in the State of Washington, USA, as
described in the Transaction Document;
(b) Property means those lands located in Duvall, State of Washington, USA, described in
Exhibit A attached to the Transaction Document; and
(c) Transaction Document means the draft Quit Claim Deed between the University of British
Columbia and the City of Duvall, attached as Schedule A to this Order.
2. Approval is given to the University of British Columbia to dispose of the Property to the City of
Duvall, substantially in accordance with the terms contained in the Transaction Document.
Deputy Minister of Advanced Education
April 21, 2015

Date
(This part is for administrative purposes only and is not part of the Order)
Authority under which Order is made:
Act and section: University Act, section 50(2); Interpretation Act, section 23(1)
Other (specify): __________________________________________________________________________________
000812
Schedule A
After Recording Return to:
City of Duvall
PO Box 1300
Duvall, WA 98019
Quit Claim Deed
GRANTOR:
The University of British Columbia, a British Columbia university created

pursuant to the University Act, and having an office at Room 240, Old
Administration Building, 6328 Memorial Road, Vancouver, British Columbia,
Canada, V6T 1Z2
GRANTEE:
City of Duvall, a Municipal Corporation with a mailing address of PO Box 1300,

Duvall, Washington, United States of America, 98019
LEGAL DESCRIPTION (abbreviated form): A portion of the southeast quarter of the
southeast quarter in Section 13, Township 26 north, Range 6 east, W.M., described in Quit Claim Deed
recorded under King County Auditors File No. 9112192334, King County Assessors Tax Parcel ID No.
132606-9142. Additional Legal is on Exhibit A attached to document.
The GRANTOR, The University of British Columbia, for and in consideration of

Ten Dollars ($10.00) conveys and quit claims to the City of Duvall, the following described real
estate, situated in the County of King, State of Washington, together with all after acquired title
of the grantor(s) therein:
See Exhibit A attached hereto and incorporated herein by this reference.
Dated
, 2015
GRANTOR:
BY:
NAME:
ITS:
2509324.1
000813
STATE OF WASHINGTON
COUNTY OF KING
)
) SS
)
I certify that I know or have satisfactory evidence that

, is the
person who appeared before me, and said person acknowledge that he signed this instrument,
on oath state that he was authorized to execute the instrument and acknowledged it as the
of
to be the free and voluntary act of
such party for the uses and purposes mentioned in the instrument.
DATED:
NOTARY PUBLIC:
PRINTED NAME:
My commission expires
2509324.1
000814
EXHIBIT A
A portion of the southeast quarter of the southeast quarter in Section 13, Township 26 north, Range 6
east, W.M., described in Quit Claim Deed recorded under King County Auditors File No. 9112192334,
lying westerly of the Seattle-Tacoma power right-of-way and easterly of a line described as follows:
Beginning at the northwest corner of the southeast quarter of the southeast quarter; thence south
04852 east 345.52 feet; thence south 894545 east 825.48 feet to beginning of said line; thence
south 02420 east 344.24 feet to terminus of said line; situated in the County of King, State of
Washington, and commonly known as tax parcel number 132606-9142.
2509324.1
000815
VIA EMAIL
64200- 35/UBC/Duval
June 24, 2015
Mr. Joe Stott

Director of Planning
Development Services, Campus & Community Planning
2210 West Mall
Dear Mr. Stott:
I am writing to you today in response to the University of British Columbias (the University)
November 13, 2014 request for ministerial approval to dispose of property in Duvall, Washington,
USA.
The legal description of the property to be disposed of is: a portion of the southeast quarter of the
southeast quarter in Section 13, Township 26 north, Range 6 east, W.M. described in Quit Claim
Deed recorded under King County Auditors File No. 9112192334, King County Assessors Tax
Parcel ID No. 132606-9142.
The Ministry of Advanced Education (the Ministry) understands that this land is designated as a right
of way and is undevelopable; consequently, the land has no financial value and is of no use to the
Universitys educational programs. The Ministry further understands that the University has
negotiated a sales price of $10.00 US with the City of Duvall.
Based on the information provided, your request to dispose of this property is approved.
Please find attached a copy of the filed Ministerial Order M 157 providing the University the
approval for this disposition.
Sincerely,
Catherine Nickerson, Architect AIBC

Director
Attachment
pc:
Distribution List follows

/2
Ministry of
Advanced Education
Post-Secondary Finance
Branch
Capital Asset Management
Mailing Address:
Victoria BC V8W 9H1
Location Address:
1st Floor, 835 Humboldt Street
Victoria BC V8V 4W8
(250) 356-9393
000816
(250) 356-7922
Telephone:
Facsimile:
-2-
pc:
Arvind Gupta, President and Vice Chancellor,

Pascal Spothelfer, Vice President, Communications and Community Partnership
Peter Smailes, Treasurer,
Adriaan de Jager, Director, Government Relations,
Mr. Richard Gellor, Manager, Capital Asset Management
000817
From:
To:
Subject:
Date:
John Montalbano
Kahlon, Reny
Re: 2015/16 Mandate Letter - Travel Practices (AVED Ref. 100172)
Saturday, June 27, 2015 10:11:07 PM
Hi Reny, I am fine with this thanks.

Regards,
JohnM.
From: Kahlon, Reny
To: John Montalbano
Subject: FW: 2015/16 Mandate Letter - Travel Practices (AVED Ref. 100172)
Hi John: Please see Arvinds note below regarding the addendum to the GLE. I thought I run
the draft by you before sending to anyone else.
SUGGESTION: Pending Huberts review of the letter/addendum, I send this out as the
following to:
TO: MEMBERS OF THE GOVERNANCE COMMITTEE

cc: Executive Committee Members
FROM: Doug Mitchell, Chair, Governance Committee
The Ministry provides every year to the public post-secondary institutions with budget letters
that outline the student enrolment targets and operating budget allocations to support targeted
programs and priority issues for the coming fiscal year as well as to ensure that institutional
operational and financial activities, including procurement and travel, are conducted consistent with
Government standards for cost-consciousness and the most cost-effective use of taxpayer
resources. As you may recall, last year on June 11, 2014 Government announced that provincial
public sector organizations will operate under new taxpayer accountability principles: cost
consciousness (efficiency), accountability, appropriate compensation, service, respect, and
integrity.
The attached letter is the same that the institutions (Board members -you)were asked to sign last
year, except for the travel policy requirements. After much discussion among the RUCBC (Research
University Council of BC) and the provincial representative, the attached addendum was drafted as
one major point of difference was the travel policy. This asked that the institutions implement
the government travel policy rather than adhere to the guidelines while creating their respective
travel policy based on respective institutions needs.
As such attached for your review, comments and subsequently signature is the Government's Letter
000818
of Expectations 2014/15.
Once the Governance Committee Members (you) have reviewed the letter and are comfortable
and at the discretion of the Board Chair, a Board conference call will be organized, unless
there is great comfort that this can be done electronically.
Please feel free to contact me or Reny for any additional information or discussion.
Regards.
Reny
From: Gupta, Arvind

To: Kahlon, Reny
Hi Reny, I think this is the best well do on this.

Arvind
000819
From:
To:
Subject:
Date:
de Jager, Adriaan
Kahlon, Reny
FW: 2015/16 Mandate Letter - Travel Practices (AVED Ref. 100172)
Monday, June 29, 2015 8:26:44 AM
Hi Reny,
Were good to wait until September 2.
Cheers,
Adriaan
From: de Jager, Adriaan

To: Kahlon, Reny
Subject: Re: 2015/16 Mandate Letter - Travel Practices (AVED Ref. 100172)
Hi Reny,
Shouldn't be an issue. Sandy has granted similar extensions.
Will get formal nod from her.
adj
On Jun 25, 2015, at 7:09 AM, Kahlon, Reny <rkahlon@mail.ubc.ca> wrote:
Hi Adriaan: Can you find out if we can get an extension on the letter like Sept
2nd or I need to have a special meeting to get this done. R
From: Gupta, Arvind

To: Kahlon, Reny

Arvind
From: AVED Deputy Minister AVED:EX [mailto:AVED.DeputyMinister@gov.bc.ca]

Sent: Tuesday, June 23, 2015 1:31 PM
To: 'allan.cahoon@royalroads.ca'; 'petter@sfu.ca'; 'president@tru.ca'; Gupta, Arvind;
'Daniel.weeks@unbc.ca'; 'pres@uvic.ca'
Cc: 'robin.ciceri@rucbc.ca'
Subject: 2015/16 Mandate Letter - Travel Practices (AVED Ref. 100172)
000820
Please find attached a letter from Deputy Minister Sandra Carroll.
_______________________________________

Ph: (250) 356-5170
<Letter to Members of RUCBC - June 23 2015.pdf>
000821
From:
To:
Cc:
Subject:
Date:
Attachments:

"Alison Blair"; "Anndra Graff (CFO)"; "Barb Ihlen"; Barry Coulson; "Betty Poettcker"; "Bob Munro"; "Carol Baert
(VP)"; "Deb Peterson"; "Deborah Huelscher"; "Diane Black (VP)"; "Dianne Teslak (VP)"; "Gayle Gorrill (VP)";
"John Brown"; "Mark Clifford"; "Michael Clifford (VP)"; "Nicola Oldfield"; "Peter Kingston (VP)"; Smailes, Peter;
"Ruth Hidber"; "Sheila Keith"; "Shelley Legin"; "Sue McAllister"; "Thomas Kwadzovia"; Tracey Szirth; "Vince
Laxton"
AVED Service Delivery Transformation AVED:EX; Barry Coulson; "Bob Munro"; "Carol Baert"; Silva, Dennis;
Devine, Heather AVED:EX; "Gayle Gorrill"; "Lorcan O"Melinn"; Frost, Michael; Shelley Legin; "Steve Grundy";
Alison Blair; Barclay, Corrie AVED:EX; Barry Coulson; Brewster, Kevin AVED:EX; "Cathay Sousa"; Silva, Dennis;
Devine, Heather AVED:EX; "Dianne Teslak"; Gary Leier; "Gayle Gorrill"; Harry Gray; "Jackie Hogan"; GruterAndrew, Oliver; "Roy Daykin"; Sajko, Marijan AVED:EX; Sedun, Jeanne AVED:EX; "Shelley Legin"; CJ Bailey;
Evans, Sharon AVED:EX; "Kasey Merritt"; "Kristine Chyplyk"; "Liz Plamondon"; "Lorna Gordon"; "Rhonda
Ljunggren"; Shang, Cindy AVED:EX; Masse-Danes, Lynne EDUC:EX; "Susan Beck"; Thors, Leona AVED:EX; La
Grange, Wendy; Barclay, Corrie AVED:EX; Christo, Fritz AVED:EX; Cole-Kellow, Melanie HLTH:EX; Devine,
Heather AVED:EX; Faris, Kenn AVED:EX; Langlois, Lisa AVED:EX; Masse-Danes, Lynne EDUC:EX; Wightman,
John AVED:EX; "Albert Sennet"; Andrea Hall; "Andrew Frias"; "Angela Tao"; "Ann Johnson"; "Anndra Graff";
"Barb Ihlen"; Barclay, Corrie AVED:EX; Barry Coulson; "Betty Poettcker"; "Blanca Hluskova"; "Chris Jones";
"Chris Munro"; "Christine Worsley"; "Colin Fowler"; "Colleen Smith"; "David Booth"; "Debbie Schmaltz";
"Deborah Huelscher"; Devine, Heather AVED:EX; "Dianne Black"; "Dianne Teslak"; "Donna Potter"; "Doug
Nelson"; "Heather Weir"; "Hrinder Takhar"; "Irene Young"; Jamie Choi; Jessica Subin; "Jill Atchison"; "Joanne
Brocklebank"; "Joe Sass"; "Justine Jarrett"; "Kathleen Campbell"; "Kathy Lylyk"; "Kathy Roberts"; "Kayoko
Takeuchi"; Josh, Linda; Lisa Langlois; Langlois, Lisa AVED:EX; "Margaret Otto"; "Mark Douglas"; "Marlie Worrin";
"Michelle Lock"; "Mike Proud"; "Nicole Adams"; "Nicole Oldfields"; "Nikta Bayanpour"; Paul Manhas; "Rada
McVicker"; "Regina Wong"; "Ruth Hidber"; "Stefan Valchev"; "Stefanie Singer"; "Steven Bao"; "Sue Fleck"; "Sue
McCallister"; "Tara Szerencsi"; UNBC VP Finance; "Vivian Lee"; "Waldemar Miszkurka"; Wightman, John
AVED:EX; "William Chew"; "William Goh"; Alixe Best; "Anndra Graff"; Barclay, Corrie AVED:EX; "Bob Munro";
"Brad Piontek"; "Cathay Sousa"; "Chris Arnold-Forster"; "Chris Munro"; Christo, Fritz AVED:EX; CJ Bailey; "Dean
Crawford"; "Deb Peterson"; "Deborah Huelscher"; Silva, Dennis; Devine, Heather AVED:EX; "Diane Black"; "Gary
Leier"; "Hrinder Takha"; "Jocelyn Templeman"; "John Braybrook"; "Kathleen johnson"; Leslie Burke; "Mark
Clifford"; "Mark Douglas"; "Mary Aylesworth"; "Michele Kelly"; "Michelle Lock"; Frost, Michael; "Nicola Oldfield";
"Ramona Franzen"; "Randy Chambers"; McNichol, Raymond; "Ruth Hidber"; "Sandy Gauthier"; "Scott
Hainsworth"; Stefan Durston; "Thomas Kwadzovia"; "Tony Doig"; "Tracy Doyle"; "Trish Bichon"; "Vince Laxton";
"Xavier Serrano"; "Blair Littler"; "Jim Reed"; "Robin Ciceri"; "Ruth Wittenberg"; "Aaron LeBlanc"; "Bob Munro";
"Brad Piontek"; "Cameron Roy"; "Cori Andrichuk"; "Dan Traviss"; "Jocelyn Templeman"; "Julie Gemin"; "Kathryn
LeGros"; "Kathy Lylyk"; "Mark Adams"; "Trevor Maddern"; "Trish Bichon"; "Mary Burgess"; "Anita Bleick"; "Dean
Crawford"; "Michael Hrybyk"; "Tamara Klein"; Avison, Claire AVED:EX; Brewster, Kevin AVED:EX; Carroll, Sandra
AVED:EX; Meadows, Jennifer L AVED:EX; Plecas, Bobbi AVED:EX; Porter, Rodney GCPE:EX; Wyllie, Sandra
AVED:EX; "Ali McDougall"; "Angus Graeme"; Gupta, Arvind; Bryn Kulmatycki; "Bryn Kulmatycki, Interim"; "David
Walls"; "Dr. Alan Davis"; "Dr. Alan Shaver"; "Dr. Allan Cahoon"; "Dr. George Iwama"; "Dr. Kris Bulcroft"; "Dr.
Mark D. Evered"; "Dr. Michel Tarko"; "Dr. Ralph Nilson"; "Dr. Ron Burnett"; "Irene Young"; "Jim Hamilton";
"John Bowman"; "Kathy Denton"; "Kathy Kinkloch"; XT:Lockie, Peter FIN:IN; "Prof. Andrew Petter"; "Professor
Jamie Cassels"; "Roy Daykin"; XT:Tourand, Ken FIN:IN
ASDT sector-wide Vending Services master agreement awarded
Tuesday, June 30, 2015 2:27:58 PM
image001.jpg
ASDT Sector Announcement - Vending Services_final.pdf
Hello,
University of the Fraser Valley, on behalf of the BC Public Post-Secondary Purchasing Consortium
(the Consortium), is pleased to announce the award of a sector-wide master agreement for Vending
Services to Ryan Company Limited. Further details are contained in the attached PDF.
Please forward this information within your organization, as appropriate.
Kind regards,
ASDT Collaboration Office on behalf of:
Cameron Roy
Director, Ancillary Services | University of the Fraser Valley
000822
UFV.jpg
000823
June 2015 | BC Public Post-Secondary Purchasing Consortium Announcement
Ryan Company Limited Awarded Vending Services Master Agreement

University of the Fraser Valley (UFV), on behalf of the BC Public Post-Secondary Purchasing
Consortium (the Consortium), is pleased to announce the award of a sector-wide master agreement for
Vending Services to Ryan Company Limited.
The new vending agreement is for the provision of equipment, consumables (hot and cold beverages,
and snack food traditional as well as healthy choices), and vending-related maintenance and services
to all contracted post-secondary institutions throughout BC.
The master agreement was signed on June 19, 2015, following an extensive selection process developed
and led by the evaluation group consisting of Cameron Roy, UFV; Trish Bichon, CNC; Cori Andrichuk,
COTR; Julie Gemin, TRU; and Trevor Maddern, VCC.
Cameron Roy, Director of Ancillary Services for UFV and Sector Lead for the Vending Services joint
procurement opportunity, said for the first time in the ASDT Initiative a Best and Final Offer step was
included in the evaluation approach.
The Best and Final Offer process allowed the Vending evaluation team to enter into concurrent
negotiations with the top three highest scoring proponents, and to seek further information and
improvements from each proponent, said Cameron. Following that we invited each qualified
proponent to revise its initial proposal and submit its Best and Final Offer.
The signing of the master agreement gives 11 institutions from across the province the opportunity to
enter into separate participation agreements with Ryan Company Limited. The 11 institutions are
Camosun College, College of New Caledonia, College of the Rockies, Kwantlen Polytechnic University,
Langara College, Northwest Community College, Okanagan College, Selkirk College, Thompson Rivers
University, University of the Fraser Valley, and Vancouver Community College.
The Vending master agreement will be in effect for the next seven years with an option to extend, with
the same terms and conditions, for three subsequent two-year terms. The contract also allows for other
post-secondary institutions to participate at their request. The agreement is expected to save the initial
participating institutions up to $4 million over the 13-year life of the contract (including renewal
periods), with the potential for increased savings should additional institutions choose to participate in
the program.
If you are interested in more information about this opportunity, contact the ASDT Collaboration Office
at AVED.ASDTOffice@gov.bc.ca.
000824
From:
To:
Subject:
Date:
Yip, Frances
Kahlon, Reny
RE: Management Letter
Monday, July 06, 2015 10:00:39 AM
No problem thanks! He probably just forgot amidst everything happening these days!
Thanks,
Frances
Director | Financial Reporting and Revenue Accounting
604 822 3584
From: Kahlon, Reny

Sent: Monday, July 06, 2015 10:00 AM
To: Yip, Frances
Cc: Kahlon, Reny
Subject: Re: Management Letter
She was fine - sorry thought Ian conveyed

On Jul 6, 2015, at 9:32 AM, "Yip, Frances" <frances.yip@ubc.ca> wrote:
Hi Reny,
I hope you had a nice weekend!
I was wondering if you have heard back yet from Alice on this request?
Thanks,
Frances
Director | Financial Reporting and Revenue Accounting
604 822 3584
From: Burgess, Ian

Sent: Monday, June 08, 2015 4:46 PM
To: Kahlon, Reny
Cc: Yip, Frances
Subject: FW: Management Letter
Hi Reny
I do not have any objections but thought that I should get Alices Ok before passing this
on.
Thanks.
000825
Ian
From: Yip, Frances

Sent: June-08-15 4:40 PM
To: Burgess, Ian
Subject: Management Letter
Hi Ian,
AVED has asked for a copy of our management letter to review their findings regarding
our controls.
Please see attached. It was addressed to David and it is at our discretion whether we
want to share it. Is it okay with you if I send them a copy?
Thanks,
Frances Yip, CA, CFA

Director, Financial Reporting | Financial Reporting and Revenue Accounting
The University of British Columbia | Vancouver Campus
200 2386 East Mall | Vancouver, BC Canada V6T 1Z3
Phone 604 822 3584 | Fax 604 827 2668
frances.yip@ubc.ca
http://www.finance.ubc.ca | http://www.ubc.ca
<Mgmt Letter.pdf>
000826

KPMG EnterpriseTM
Metrotower II
4720 Kingsway, Suite 2400
Burnaby BC V5H 4N2
Canada
Telephone (604) 527-3600

Fax
(604) 527-3636
Internet
www.kpmg.ca/enterprise
MANAGEMENT LETTER
PRIVATE & CONFIDENTIAL
Dr. David H. Farrar
Provost and Vice President Academic
1958 Main Mall
May 20, 2015

Dear Dr. Farrar:
In planning and performing our audit of the consolidated financial statements of the University of British
Columbia (the University) for the period ended March 31, 2015, we obtained an understanding of internal
control over financial reporting (ICFR) relevant to the Universitys preparation and fair presentation of the
financial statements in order to design audit procedures that are appropriate in the circumstances for the
purpose of expressing an opinion on the financial statements, but not for the purpose of expressing an
opinion on ICFR. Accordingly, we do not express an opinion on the effectiveness of the Universitys ICFR.
Our understanding of ICFR was for the limited purpose described above and was not designed to identify
all control deficiencies that might be significant deficiencies and therefore, there can be no assurance that
all significant deficiencies and other control deficiencies have been identified. As a result, any matters
reported below are limited to those deficiencies in ICFR that we identified during the audit.
Our awareness of control deficiencies varies with each audit and is influenced by the nature, timing, and
extent of audit procedures performed, as well as other factors.
IDENTIFICATION
Refer to Appendix B for the definitions of various control deficiencies.
We did not identify any control deficiencies that we determined to be significant deficiencies in ICFR.
OTHER CONTROL DEFICIENCIES
We identified certain control deficiencies that we determined to be other control deficiencies in ICFR that
have not been communicated to management by other parties and that, in our professional judgment, are of
sufficient importance to merit management's attention.
The matters being reported are limited to those deficiencies in internal control that we identified during the
audit.
Refer to Appendix A for identified control deficiencies.
000827
MANAGEMENT'S RESPONSES
Management's responses have not been subjected to the audit procedures applied in the audit, and
accordingly, we express no opinion on them.
USE OF LETTER
This letter is for the use of management and those charged with governance in carrying out and discharging
their responsibilities and should not be used for any other purpose or by anyone other than management
and those changed with governance. KPMG shall have no responsibility or liability for loss or damages or
claims, if any, to or by any third party as this letter has not been prepared for, and is not intended for, and
should not be used by, any third party or for any other purpose.
Yours very truly,
Chartered Accountants
cc: Audit Committee
000828
Appendix A
Current Year Observations
1. Investment in UBC Properties Investment Ltd. (UBCPIL)
Observation
The University owns 100% of UBC Properties Trust (UBCPT) through UBC Properties Investment Ltd.
(UBCPIL). UBCPIL is recorded on a modified equity basis on the Universitys financial statements. As
at March 31, 2015, the Investment in UBCPIL recorded on UBCs financial statements was in a negative
balance of $4.1M. A negative investment balance means that UBCPIL has distributed an amount greater
than its trust equity balance.
During fiscal 14/15, the change in UBCPILs trust equity balance was as follows:
Opening equity balance, March 31, 2014
UBCPIL net income
Distribution to UBC
Ending equity balance, March 31, 2015
Consolidation entries
Investment in UBCPIL, March 31, 2015
$66M
$35M
($96M)
$5.4M
($9.5M)
($4.1M)
In subsequent years, as the construction of the new aquatic center progresses, the contribution from
UBCPIL to UBC is expected to increase which will further reduce the Investment balance.
Recommendation
We recommend that management monitor the Investment in UBCPIL balance on a regular basis, including
assessing the impacts of consolidation entries and distributions, to ensure that the Investment balance does
not remain in or increase into a large negative balance.
Management Response
We agree with the recommendation and will also consider the impacts of future distributions payable to
UBC as part of this ongoing analysis and monitoring.
000829
Update on Prior Years Observations

1. Capitalization Threshold for Tangible Capital Assets
Observation
The Universitys capitalization policy requires that all tangible capital assets with a useful life greater than
one year are capitalized. During the audit examination, we noted several capital expenditures that were
incorrectly recorded as an operating expense by multiple University departments. This accounting treatment
is not in accordance with the Universitys accounting policy for tangible capital assets.
In addition, during the year, we noted that management performed a review of minor capital projects which
are managed at the department/faculty level. The review performed by management identified certain
internally developed IT project costs that were incurred in the current fiscal year and prior fiscal years that
met the criteria for capitalization but had been recorded as an expense. The review also identified costs
incurred and recorded as an expense by the Building Operations department and the Faculty of Medicine
that were capital in nature. Management recorded an adjustment to capitalize these costs in the current fiscal
year.
Recommendation
We recommend that the Universitys capitalization policy be re-communicated to all departments to ensure
consistency in its application across the University. In addition, we recommend that management perform
a review over minor capital projects on a periodic basis to ensure that the accounting for those items are
appropriate.
2014 Management Response
We agree with the recommendation.
2015 Update
Management has updated their capitalization policy to provide more detailed descriptions of each asset
class, as well as generate new classes to help departments understand what is to be capitalized. This revised
policy has been communicated to Business Officers and Finance Directors, who are responsible to distribute
to their administrators. Further, the policy has been updated on the website for all to access as a reference.
000830
2. Negative Balances in Deferred Contributions with Committed Funding

Observation
The Universitys externally funded projects are tracked on an individual project grant (PG) basis. Each
project can have several related PGs. During our review of the Universitys breakdown of deferred
contribution balances by PG at the year-end audit, we noted various PGs that are in a deficit position as at
March 31, 2014. Some of these deficits are offset by surpluses in other PGs related to the same project.
Deficit positions of PGs result from the University recording revenues to match against expenses incurred
before receiving required external funding. Where there is committed external funding, an accounts
receivable should be accrued rather than a negative balance in deferred contributions. As the Universitys
current financial reporting system does not integrate information regarding groupings of PGs under the
same project, it is not possible for the University to analyze this in detail and on a regular basis.
As at March 31, 2014, we noted that management performed an analysis of deficit balances based on groups
of PGs at the sponsor level as opposed to the PGs under the same project. The sponsor level of PGs refers
to all PGs that are funded by the same sponsor. However, as sponsors may contribute for different purposes,
an analysis by sponsor is not appropriate.
Recommendation
We recommend that management integrate information on groupings of PGs into its current financial
reporting system in order to allow for analysis of any deficit positions of PGs related to specific projects.
This will then allow management to determine whether accounts receivables should be set up for cases
where there is anticipated and committed external funding, or in cases where deficit positions currently
have no committed external funding, corresponding revenues recognized should be reversed.
We agree with the recommendation and will consider alternative methods for reviewing deficit positions
on a periodic basis and will endeavor to implement a process where the time and resources required to do
the manual review at a more granular level will not outweigh the benefits of doing so.
2015 Update
During our review of the Universitys breakdown of deferred contribution balances, at the PG level, we
noted three PGs that were in a deficit position, whereby no further funding was committed to the project.
Management noted that the issue noted above pertained to projects funded by either of Canada Foundation
for Innovation (CFI) or Western Economic Diversification. Management indicated that going forward,
Central Finance will perform a review of all projects in a deficit over $250,000 to determine whether
committed funding is available.
000831
3. Subsidiaries and Joint Ventures

Observation
The University holds ownership interest in various for-profit entities, not-for-profit organizations and joint
ventures. During the audit, we noted that the University had not received necessary information from one
of its subsidiaries on a timely basis and thus required adjustments had not been made to the Universitys
consolidated financial statements prior to the commencement of the audit.
Recommendation
We recommend that the University implements a process to ensure that any relevant changes or significant
adjustments related to subsidiaries are identified and accounted for on a timely basis.
We agree with the recommendation.
2015 Update
Management noted that this issue primarily pertains to UBCPT. As such, management has set-up frequent
meetings with Brian Ho, Controller at UBCPT, to discuss any differences that arise throughout the year.
Further, UBC has set specific deadlines whereby UBCPT is required to provide Draft and Final financial
statements to allow them time to record any additional accruals required.
000832
Appendix B
Terminology
Definition
Deficiency in Internal
Control
A deficiency in internal control exists when the design or operation

of a control does not allow management or employees, in the normal
course of performing their assigned functions, to prevent or detect
misstatements on a timely basis. A deficiency in design exists when
(a) a control necessary to meet the control objective is missing; or
(b) an existing control is not properly designed so that, even if the
control operates as designed, the control objective would not be met.
A deficiency in operation exists when a properly designed control
does not operate as designed or the person performing the control
does not possess the necessary authority or competence to perform
the control effectively.
Significant Deficiency in
Internal Control
A significant deficiency in internal control is a deficiency or

combination of deficiencies in internal control that, in the auditors
professional judgment, is of sufficient importance to merit the
attention of those charged with governance.
000833
From:
To:
Cc:
Subject:
Date:
Attachments:

"Alison Blair"; "Anndra Graff (CFO)"; "Barb Ihlen"; Barry Coulson; "Betty Poettcker"; "Bob Munro"; "Carol Baert
(VP)"; "Deb Peterson"; "Deborah Huelscher"; "Diane Black (VP)"; "Dianne Teslak (VP)"; "Gayle Gorrill (VP)";
"John Brown"; "Mark Clifford"; "Michael Clifford (VP)"; "Nicola Oldfield"; "Peter Kingston (VP)"; Smailes, Peter;
"Ruth Hidber"; "Sheila Keith"; "Shelley Legin"; "Sue McAllister"; "Thomas Kwadzovia"; Tracey Szirth; "Vince
Laxton"
AVED Service Delivery Transformation AVED:EX; "Ali McDougall"; "Angus Graeme"; Gupta, Arvind; Bryn
Kulmatycki; "Bryn Kulmatycki, Interim"; "David Walls"; "Dr. Alan Davis"; "Dr. Alan Shaver"; "Dr. Allan Cahoon";
"Dr. George Iwama"; "Dr. Kris Bulcroft"; "Dr. Mark D. Evered"; "Dr. Michel Tarko"; "Dr. Ralph Nilson"; "Dr. Ron
Burnett"; "Irene Young"; "Jim Hamilton"; "John Bowman"; "Kathy Denton"; "Kathy Kinkloch"; "Prof. Andrew
Petter"; "Professor Jamie Cassels"; "Roy Daykin"; Sherri Bell; XT:Tourand, Ken FIN:IN; Alison Blair; Simpson,
Andrew; "Anndra Graff (CFO)"; "Carol Baert"; "Cathay Sousa"; "Cindy Turner"; XT:Douglas, Deanna FIN:IN;
"Deborah Huelscher"; "Diane Black"; "Dianne Teslak"; "Gary Leier (A/VP)"; "Gayle Gorrill"; "Irene Young";
"Jackie Hogan"; "Kathy Lylyk"; "Lorcan O"Melinn"; "Matt Milovick"; "Michael Clifford"; "Peter Kingston"; "Roy
Daykin"; "Shelley Legin"; "Sue McAllister"; Tracey Szirth; UNBC VP Finance; XT:Tulip, Dan GCPE:IN;
"carina@ecuad.ca"; Cerna, Carolina; CJ Bailey; "David Karppinen"; "Jacqueline Dale"; Jane Burch;
"joannenewlove@capilanou.ca"; "kandolac1@cnc.bc.ca"; "Kasey Merritt"; "Kristine Chyplyk"; "Lorna Gordon";
"lwale@tru.ca"; "Margaret Poohachoff"; "mcgeem@douglascollege.ca"; "Melissa Fiorucci"; "Michelle Magnant";
"nblanchette@nlc.bc.ca"; "Pamela Rodgers"; "Pat Brown"; "Rhonda Ljunggren"; "smedleyr@camosun.ca";
"Susan Beck"; "vjohnston@jibc.ca"; XT:Pfefferkorn, Cheryl FIN:IN; "Albert Sennet"; Andrea Hall; "Andrew Frias";
"Angela Tao"; "Ann Johnson"; "Anndra Graff"; "Barb Ihlen"; Barclay, Corrie AVED:EX; Barry Coulson; "Betty
Poettcker"; "Blanca Hluskova"; "Chris Jones"; "Chris Munro"; "Christine Worsley"; "Colin Fowler"; "Colleen
Smith"; "David Booth"; "Debbie Schmaltz"; "Deborah Huelscher"; Devine, Heather AVED:EX; "Dianne Black";
"Dianne Teslak"; "Donna Potter"; "Doug Nelson"; "Heather Weir"; "Hrinder Takhar"; "Irene Young"; Jamie Choi;
Jessica Subin; "Jill Atchison"; "Joanne Brocklebank"; "Joe Sass"; "Justine Jarrett"; "Kathleen Campbell"; "Kathy
Lylyk"; "Kathy Roberts"; "Kayoko Takeuchi"; Josh, Linda; "Margaret Otto"; "Mark Douglas"; "Marlie Worrin";
"Michelle Lock"; "Mike Proud"; "Nicole Adams"; "Nicole Oldfields"; "Nikta Bayanpour"; Paul Manhas; "Rada
McVicker"; "Regina Wong"; "Ruth Hidber"; "Stefan Valchev"; "Stefanie Singer"; "Steven Bao"; "Sue Fleck"; "Sue
McCallister"; "Tara Szerencsi"; UNBC VP Finance; "Vivian Lee"; "Waldemar Miszkurka"; Wightman, John
AVED:EX; "William Chew"; "William Goh"; Alixe Best; "Anndra Graff"; Barclay, Corrie AVED:EX; "Bob Munro";
"Brad Piontek"; "Cathay Sousa"; "Chris Arnold-Forster"; "Chris Munro"; Christo, Fritz AVED:EX; CJ Bailey; "Dean
Crawford"; "Deb Peterson"; "Deborah Huelscher"; Silva, Dennis; Devine, Heather AVED:EX; "Diane Black"; "Gary
Leier"; "Hrinder Takha"; "Jocelyn Templeman"; "John Braybrook"; "Kathleen johnson"; Leslie Burke; "Mark
Clifford"; "Mark Douglas"; "Mary Aylesworth"; "Michele Kelly"; "Michelle Lock"; Frost, Michael; "Nicola Oldfield";
"Ramona Franzen"; "Randy Chambers"; McNichol, Raymond; "Ruth Hidber"; "Sandy Gauthier"; "Scott
Hainsworth"; Stefan Durston; "Thomas Kwadzovia"; "Tony Doig"; "Tracy Doyle"; "Trish Bichon"; "Vince Laxton";
"Xavier Serrano"; Alison Blair; Barry Coulson; Brewster, Kevin AVED:EX; "Cathay Sousa"; Silva, Dennis; Devine,
Heather AVED:EX; "Dianne Teslak"; Gary Leier; "Gayle Gorrill"; Harry Gray; "Jackie Hogan"; Gruter-Andrew,
Oliver; "Roy Daykin"; Sajko, Marijan AVED:EX; Sedun, Jeanne AVED:EX; "Shelley Legin"; Barclay, Corrie
AVED:EX; Barry Coulson; "Bob Munro"; "Carol Baert"; Silva, Dennis; Devine, Heather AVED:EX; "Gayle Gorrill";
"Lorcan O"Melinn"; Frost, Michael; Shelley Legin; "Steve Grundy"; "Blair Littler"; "Jim Reed"; "Robin Ciceri";
"Ruth Wittenberg"; Barry Coulson; "Cameron Roy - Vending"; Casey Black; Barclay, Corrie AVED:EX; "Dean
Crawford - IT"; Silva, Dennis; Devine, Heather AVED:EX; Lilian Ding; Mark McLaughlin; "Mary Aylesworth - JP
Legal"; Frost, Michael; "Rand Sanghera - Travel"; Wightman, John AVED:EX; "Xavier Serrano - Natural Gas";
"Mary Burgess"; "Anita Bleick"; "Dean Crawford"; Langlois, Lisa AVED:EX; "Michael Hrybyk"; "Tamara Klein";
"Aaron Leblanc"; "Carol Desilets"; Barclay, Corrie AVED:EX; "Deb Peterson"; Cole-Kellow, Melanie HLTH:EX;
"Doug McCurdy"; "Jeff Wiggins"; "Jim Forbes"; Jimmy Kim; "Lilian Ding"; Masse-Danes, Lynne EDUC:EX; "Mark
Adams"; "Mark McLaughlin"; Frost, Michael; "Peter Klit"; "Rob Perissini"; "Trish Bichon"; Vince Laxton; Xavier
Serrano; Masse-Danes, Lynne EDUC:EX; Faris, Kenn AVED:EX; Laura Simonsen; "hanifk@sfu.ca"; Carroll, Sandra
AVED:EX; Avison, Claire AVED:EX; Brewster, Kevin AVED:EX; Meadows, Jennifer L AVED:EX; Plecas, Bobbi
AVED:EX; Porter, Rodney GCPE:EX; Wyllie, Sandra AVED:EX
Sector-Wide Exam Booklet Printing Contract Awarded
Tuesday, July 07, 2015 3:24:23 PM
image001.png
ASDT Sector Announcement - Exam Booklet Printing_ Final.pdf
SFU UVIC PRINT CENTRE SUMMARY (P).pdf
Webcrd Setup.xlsx
Good afternoon,
We are pleased to announce the award of the sector-wide Exam Booklet Printing master agreement
for institutions in the BC Public Post-Secondary Purchasing Consortium, to The University of Victoria
and Simon Fraser University. Further details are contained in the attachments.
To participate in this agreement, you may contact:
SFU-UVIC Print Centre: Hanif Kassam, hanifk@sfu.ca, 787-239-7263, or
000834

Contract Lead: Laura Simonsen, laura_simonsen@sfu.ca, 778-778-3295.
Kind regards,

000835
July 2015 | BC Public Post-Secondary Purchasing Consortium Announcement
Exam booklet printing agreement awarded to UVIC and SFU

The University of Victoria and Simon Fraser University have been awarded a sector-wide master
agreement for the annual printing of exam booklets for institutions in the BC Public Post-Secondary
Purchasing Consortium.
The master agreement covers the production and supply of consolidated annual orders of exam
booklets for the participating institutions for a three-year term, with the option of extending the
agreement for two one-year terms.
The master agreement was awarded on July 2, 2015, following an evaluation process developed and led
by the Exam Booklet evaluation group: Ian Medcalf, CAPU; Brigitte Priebe, UBC; and Laura Simonsen
SFU.
Under the master agreement, each participating institution is a separate legal entity and will contract
individually with the University of Victoria and Simon Fraser University through the issuance of Purchase
Orders. Participating entities may or may not place orders in a given year.
Further information on ordering exam booklets under this new master agreement is attached. The
University of Victoria and Simon Fraser University will be responsible for coordinating and producing the
exam booklets for participating PSIs and ensuring delivery of the finished products.
This is what the ASDT initiative is all about finding synergies that work amongst the PSIs and driving
operational efficiencies, said Mark McLaughlin, Executive Director at SFU and Lead for the Print
Services Working Group.
For more information about this opportunity, please contact the ASDT Collaboration Office at
AVED.ASDTOffice@gov.bc.ca.
000836
SFU/UVIC Print Centre pricing for Exam Booklets

CYAN & RED
12-page MIDTERM with BLANK cover
12-page MIDTERM with CUSTOM cover
24-page FINAL with GENERIC cover
24-page FINAL with CUSTOM cover
BLACK
12-page MIDTERM with BLANK cover
12-page MIDTERM with CUSTOM cover
24-page FINAL with GENERIC cover
24-page FINAL with CUSTOM cover
Primary Order (July)

$ per 1000 booklets
saddle-stitched $117.20
glued
$117.50
glued
$133.00
glued
$190.5
glued
$186.25
Additional Orders (print-on-demand)

$ per 1000 booklets
saddle-stitched $120.38 (min. qty = 3M)
glued
N/A
glued
N/A
glued
N/A
glued
N/A
Primary Order (July)

$ per 1000 booklets
glued
$115.00
glued
$130.50
glued
$187.00
glued
$185.00
Additional Orders (print-on-demand)

$ per 1000 booklets
glued
N/A
glued
N/A
glued
N/A
glued
N/A
Additional Services
Booklet Numbering on cover page
Custom variable data printing on cover (student ID, labels, barcodes or QR
code)
$45 per request per institution

$65 per request per institution
Delivery
Lower Mainland
$200 per skid
Vancouver Island
$220 per skid
Thompson Okanagan / Kootenay Rockies
$350 per skid
Caribou Chilcotin Coast / Northern BC
$450 per skid
Note: Post-Secondary Institutions (PSI) may split the Primary Order into 2 deliveries (e.g. August and January) at no
additional cost. Booklet Specifications (e.g. 8.5 x 11, shrink-wrapped in 5Os, 250 per case, etc.) are identical to
previous years, except line color and spacing have been minimally adjusted.
Ordering Procedures
Step 1 - PSIs should complete the Webcrd Form to obtain access to online ordering and tracking. However, the PSI may
call or email orders to the SFU Print Centre and they will enter the order into Webcrd on behalf of the PSI.
SFU Print Centre Contact: Hanif Kassam, hanifk@sfu.ca, 778-239-7263.
Step 2 - When placing the Primary Order, please indicate any mandatory volumes and delivery dates (e.g. 10,000 needed
by Sept 4th and remaining 20,000 may deliver up to 3 weeks later), to enable the Print Centre to balance print capacity
and prioritize orders.
PLEASE PLACE PRIMARY ORDERS BY JULY 24 to receive delivery by September 4.
000837
Please complete the fields below and email this template to laura_simonsen@sfu.ca.
MEMBER
First Name
Last Name
Institution Name
Department Name
Room #
Address 1
Robert
Smith
Sea 'n Sky College
Purchasing
MBC 0001
1234 University Street
Address 2
City
Province Postal Code Country Email
Work Phone
Hope
BC
778-737-7777
V2T 1S6
Canada rsmith@snsc.ca
Cell Phone
(Optional)
22
Fax(Optional)
APPROVAL
OPTIONS
First Name
Midterm
Blank Cover
778-737-7070 Jane
Last Name
Email
Work Phone
Doe
jdoe@snsc.ca
778-737-6666 Yes
Final Generic
Cover
Final
Custom Cover
No
Yes
000838
From:
To:
Cc:
Subject:
Date:
Attachments:

"kathy_kinloch@bcit.ca"; "lockie@camosun.ca"; "kbulcroft@capilanou.ca"; "reiserh@cnc.bc.ca";
"robin.ciceri@rucbc.ca"; "jimreed@bccolleges.ca"; "ruth.wittenberg@ufv.ca"; "lomelinn@bcit.ca";
"huelscherd@camosun.bc.ca"; "cturner@capilanou.ca"; "mcallistersue@cnc.bc.ca"; "teslak@cotr.bc.ca";
"szirtht@douglascollege.ca"; "mclifford@ecuad.ca"; "PKingston@jibc.ca"; "harry.gray@kpu.ca";
"Kathy.Lylyk@kpu.ca"; XT:Douglas, Deanna FIN:IN; "dblack@nvit.bc.ca"; "carol.baert@nic.bc.ca";
"agraff@nlc.bc.ca"; "csousa@nwcc.bc.ca"; "rdaykin@okanagan.bc.ca"; XT:Tulip, Dan GCPE:IN;
"gleier@selkirk.ca"; "amblair@sfu.ca"; "mmilovick@tru.ca"; "Colleen.Smith@unbc.ca"; "VPAF@unbc.ca";
"jackie.hogan@ufv.ca"; "VPFO@uvic.ca"; "iryoung@vcc.ca"; "shelley.legin@viu.ca"; "ovpaf@viu.ca"; AVED ADM
Financial and Mgmt Services AVED:EX; AVED ADM Institutions and Programs AVED:EX
Our Ref: 100203 - Re: Summary of Sector-Wide 2015-16 Skills Gap Plan Submissions
Friday, July 10, 2015 11:43:25 AM
Letter from Deputy Minister - July 10, 2015.pdf
Attachment 1 - CIP List.pdf
Attached is a letter from the Deputy Minister and attachment
_______________________________________
Ph: (250) 356-5170
000839
Our Ref. 100203

July 10, 2015
To: Presidents, B.C. Public Post-Secondary Institutions
I am writing with regard to the targeted funding initiative underway as part of B.C.s Skills for
Jobs Blueprint. The Blueprint, now in its second year of implementation, outlines governments
plan to re-engineer education and training so that British Columbians will have the skills needed
to fill anticipated job openings.
I would like to thank you for the work your institutions have undertaken towards successfully
implementing this initiative and to ensuring that education and training is aligned with jobs in
demand.
In 2014/15, the sector targeted $40 million towards programs which support jobs in demand, and
this year has increased targeted programs by a further $90 million. By 2017/18, total targeted
funding will be equivalent to 25 percent of operating grants ($450 million).
I am pleased to advise that institutions 2015/16 Skills Gap Plans have recently been approved
by the Labour Market Priorities Board. The full-time equivalent (FTE) targets identified in
2015/16 Skills Gap Plans will be confirmed in each institutions annual budget letter from the
Ministry of Advanced Education. Institutions remain responsible for 100 percent of the delivery
of targeted FTEs identified in their Plans, and those that are not able to meet these targets may
have funding redirected.
The combined results of the 2014/15 and 2015/16 Plans include:
$124 million targeted to programs that support the Top-60 high demand occupations;
An additional $3 million targeted to high-priority health programs;
$3 million targeted to programs which support regional labour market priorities,
Aboriginal people and people with disabilities;
Total targeted funding of $320 million across the system ($190 million pre-Blueprint and
$130 million Blueprint);
Almost 21,000 targeted FTEs.
/2
Ministry of
Advanced Education
Office of the
Deputy Minister
Mailing Address:
Victoria BC V8W 9T6
Telephone: 250 356-5170

Facsimile: 250 356-5468
000840
-2-
A summary of the target-funded FTEs by Classification of Instructional Program (CIP) is

attached for your information (Attachment 1).
If you have any questions regarding this initiative, please contact Mr. Kevin Brewster, Assistant
Deputy Minister, at Kevin.Brewster@gov.bc.ca or (250) 952-7410.
Thank you again for your contribution towards the success of this initiative.
Sincerely,
Kevin Brewster for

Sandra Carroll
Deputy Minister
Attachment
pc:

Research Universities Council of British Columbia
BC Colleges
British Columbia Association of Institutes and Universities
Vice-Presidents Finance
B.C. Public Post-Secondary Institutions
Mr. Kevin Brewster, Assistant Deputy Minister
Financial and Management Services Division
Ms. Bobbi Plecas, Assistant Deputy Minister
Institutions and Programs Division
000841
New Target-Funded FTEs

2-Digit CIP Category by CIP Program Cluster
2014/15
Business and Management
Business, management, marketing and related support services
Engineering and Applied Sciences
Agriculture, agriculture operations and related sciences
Computer and information sciences and support services
Engineering
Engineering technologies and engineering-related fields
Natural resources and conservation
Arts and Sciences
Area, ethnic, cultural, gender, and group studies
Biological and biomedical sciences
Communication, journalism and related programs
Communications technologies/technicians and support services
English language and literature/letters
History
Liberal arts and sciences, general studies and humanities
Mathematics and statistics
Physical sciences
Psychology
Social sciences
Philosophy and religious studies
Human and Social Services
Family and consumer sciences/human sciences
Legal professions and studies
Parks, recreation, leisure and fitness studies
Public administration and social service professions
Security and protective services
Health
Health professions and related programs
Visual and Performing Arts
Visual and performing arts
Education
Education
Trades
Construction Trades
Mechanic and repair technologies/technicians
Other
Other
Developmental
Basic skills (not for credit)
High school/secondary diploma and certificate programs
Grand Total
1,128
1,128
977
30
137
617
123
70
462
9
58
6
3
27
16
4
28
87
224
382
110
40
21
184
27
205
205
132
132
115
109
6
44
44
4
4
3,449
2015/16
2,523
2,523
2,503
5
574
1,471
306
147
1,147
7
136
16
5
31
4
93
16
8
233
596
2
987
185
87
305
342
68
205
205
176
176
161
161
41
41
107
107
10
10
7860
TOTAL
3,651
3,651
3,480
35
711
2,088
429
217
1,609
16
194
22
8
58
4
109
20
36
320
820
2
1,369
295
127
326
526
95
410
410
308
308
161
161
156
150
6
151
151
14
10
4
11309
000842
From:
To:
Cc:
Subject:
Date:
Attachments:
John Montalbano
Gupta, Arvind
Lai, Hubert; Kahlon, Reny
Fw: Our Ref. #100219 - Re: Degree approval criteria and process review - Ltr to John Montalbano, UBC
Friday, July 17, 2015 3:45:02 PM
Mr. John S. Montalbano - University of British Columbia.pdf
I found this letter very interesting in its direct approach to influencing degree program at the
University. I would be keen to hear your thoughts. Thank you.
Regards,
JohnM.
From: Minister, AVED AVED:EX <AVED.Minister@gov.bc.ca>
To: John Montalbano
Cc: 'arvind.gupta@ubc.ca'; AVED Deputy Minister AVED:EX
Subject: Our Ref. #100219 - Re: Degree approval criteria and process review - Ltr to John Montalbano,
UBC
Letter toMr. John Montalbano, Chair, Board of Governors, University of British Columbia, from the
Honourable Andrew Wilkinson, Minister of Advanced Education.
_______________________________________
Ph: (250) 356-0179
000843
000844
000845
14
000846
14
14
000848
14
000849
14
000850
14
000851
From: Gupta, Arvind

To: Kahlon, Reny
Subject: FW: 2015/16 Mandate Letter - Travel Practices (AVED Ref.
100172)

Arvind
sender.
000852
14
000853
14
14
000855
14
000856
14
000857
14
000858
From:
To:
Subject:
Date:
Glynn, Andrew
Kahlon, Reny
RE: 2 requests from AVED
Thursday, July 30, 2015 8:38:23 AM
I think theyll need a bit more than that probably, Reny. I can have the person contact you directly if
that makes more sense.
So can you get something to me today, then, on this and the resolution.
Thx
Andrew Glynn
Director, Management Reporting and Budgeting
604 822 9083
From: Kahlon, Reny

To: Glynn, Andrew
Subject: RE: 2 requests from AVED
No worries, easily explained expenses. Theyre all from Kelowna and Penticton and travelled
for various meetings; also, both Brad and Theresa were Chair of the Board. Happy to provide
itemized list. R
From: Glynn, Andrew

To: Kahlon, Reny
Subject: 2 requests from AVED
Reny
Government is requesting 2 things from us:
Resolution approving the Q1 forecast from the recent meeting

Brief explanations as to why Board expenses are so high in respect of certain Board
members in certain years the $ are taken from the filing UBC makes under the Financial
Reporting Act
o Bennett in 08/09 (24k) and 09/10 (18k)
o Karr in 1213 (14k) and 1314 (14k)
o Morgan-Sylvester in 1112 (14k)
o Trescho in 1213 (9k) and 1314 (13k)
o Arsenault in 1314 (13k)
This is apparently in response to a probable FOI request at government level. Note that they are not
looking for an itemized list of expenses, just an explanation with a few comments.
I think they want both by end of this week and I am out of office Friday.
000859

Andrew Glynn
Director, Management Reporting and Budgeting
604 822 9083
000860
14
000861

AG Depart Records - Final

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Records related to

Dr. Arvind Guptas Departure

day of August, 2015.

Signed, Sealed and Delivered

Hunter LItigation Chambers

SEVERANCE DATES (VYVYMMOD)

Last day paid:

VACATION BALANCE (in hours)

FtAST DAY PAID BY OW DEPART.

bJEijtEJiJE plidibility for

Ama iftor nou..c

VACATION BALANCE - Monthly Paid (hours)

ACCOUNT -t., ThFCND (info oniyr]

v uEPARTMENT NAME AND CODE (click link below (crust)

-TRANSFER & SEVERANCE NOTICE-

SIN (ii employee ID nOtIuioWnj-.---

including Students, to Payroll

Ii*T1t7[.la.iiiiiFtflU1e-.*i.itfTfl1 Inn Ill Wflfl.iai.i.1fl1t

PROVIDE FUNDING LOCATION FOR VACATiON PAYOUTS

LAST DAY PAID IN OW POSITION

(for additional information or directions)

(IF NOT ThESAME AS WHERE SALARY IS PAID FROM)

THANSFER TO HOURLY.OR MONTHLY

FACULTY I DEPARTMENT USE

Resignation from President position only

Faculty Appointmthts: Forward-all forms to Faculty Relations (UBCV) or Human Resources

Guptz [rave 2015-2017.doc 2015-01-10

THE UNIVERSITY OF BRITISH COLUMBIA

PRIMARY EMAIL ADDRESS

Hire - AddWConcurrent Job

SIGNATURE (Grant holder/Supetvlscr)

SIGNATURE (Dept Head/Director)

JOB TITLE (look-in both pulkiown flsS-

PRIMARY PHONE NUMBEB

PERMANENTHOME ADDRESS (if dWdietlmmtOrmnt home address)

Presidents Activity Report

Record of Presidents Activities: November 24, 2014 January 24, 2015

Gallery's Curator's Forum

Hon. Christy Clark, Premier

Kelowna: Student, staff and community outreach

Installation of Chancellor Lindsay Gordon

Opening Remarks: Student Leadership Conference Opening Ceremony

Men's Hockey UBC Vs. Manitoba Bison

Ivan Semeniuk, Globe & Mail re: CFREF

Notes for an Address

same time as they are winding down one of the most

aboriginal doctors, nurses, dentists, pharmacists and

You will also recall that in September, I identified

To be clear, the goal is not about the rankings per se,

Over the past year, my team has been consulting

- SIX: Establish an Associate Provost Faculty

professional development for students. These

I strongly believe that making UBC better depends

Notes for an Address

SLIDE 3: FRAMING AND FEEDBACK

Ive met over 70% of departments to date, and been

In this light we are pleased with the proposed

One example is the very strong application we

- ONE: Identify and deepen areas of research

-30SUMMARY AND QUESTIONS

Dr. Arvind Guptas Expenses

University of British Columbia Reimbursement of an Individual

Non Travel Reimbursement over

P0 Exemption Criteria Link

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