December 2021

Happy Holidays from CAUBO!

From our team to yours, we would like to extend our warmest thoughts and best wishes for a wonderful holiday and a Happy New Year. We hope you have a happy, safe, and relaxing holiday season!

New Analytical Reports and Resources for Members

As the year comes to a close, we are pleased to share many new resources with our members, some of which are the result of months of work by our team.

FTE-Based Dashboards and Supplement Primer

CAUBO, through a continued partnership with the Université du Quebec, has developed a new series of financial dashboards that place a wealth of information at members’ fingertips. Many facets of university finances that were not previously accessible in a consistent and comparable manner can now be explored.

These dashboards provide users with access to information such as faculty composition by field of study and by rank, student population by field of study, cycle, and status, as reported through Statistics Canada’s University and Colleges Academic Staff System (UCASS) and Post-Secondary Student Information System (PSIS) surveys.

A primer document  has also been developed  to provide guidance on how to determine appropriate comparators when using the dashboards, and to outline limitations inherent to the data, which need to be understood by users.

The FTE-based dashboards and primer are now available on the CAUBO website. A recorded webinar showcasing the information that can be garnered via the dashboards is available in the Knowledge Centre.

The dashboards will be fine-tuned over time, and updated data will be added as it becomes available. We welcome member feedback regarding additional data to include in future iterations or other suggested improvements.

Financial Landscapes—Request your institution-specific financial landscape

CAUBO has developed a series of financial landscape analyses focusing on critical areas within Canadian universities. Building on the national and provincial landscape analyses that are currently available to members, CAUBO has launched a new service for members that  supports a data-driven approach to assessing institutional finances. For a nominal fee, members can receive an institution-specific financial landscape that provides analysis on their institution’s unique financial trends and situation.

Canadian universities continue to navigate an era of unprecedented change. They are experiencing significant shifts in their funding models due to declining government grants and increasing reliance on tuition and alternative revenue sources. Concurrently, expenditure patterns have been altered due to changing societal expectations of the role of universities and the services that they should provide.

As a result, benchmarking has become an increasingly important tool to identify such trends, as well as areas of strength and opportunities for improved efficiencies.

Is your institution interested in answering any of the following?

  • How does the funding landscape at your institution compare to national or provincial trends or to those seen at peer institutions?
  • Is the performance and asset allocation of your institution’s investment pool comparable to peer institutions?
  • Does your institution’s rate of operating spending vary from provincial trends or that of peer institutions? Are there underlying trends within certain expense types, such as academic salaries and benefit?
  • Is your institution’s deferred maintenance liability in line with the average level of deferred maintenance in your region or among peer institutions, or does it have a relatively higher proportion of DM that needs to be addressed in the pending years?
  • Overall, is your institution showing any signs of weakness compared to peers regarding its financial health, based on key metrics like the Primary Reserve Ratio and Interest Burden Ratio?

If so, request an institutional landscape tailored to your institution by completing the form available here.

CAUBO Employee Benefits Initiative

CAUBO, through the National Benefits Steering Committee, has been looking at ways to help member institutions manage rising benefit costs and risks by forming a consortium of members working with common providers.

This past spring, CAUBO sought preliminary expressions of interest in joining the consortium from members. More than half of CAUBO members responded positively, demonstrating strong interest in the consortium.

In October, institutions that expressed interest received a customized institutional analysis from GSC and/or Manulife regarding the benefits and services available to their institution and, most importantly, outlining the potential savings the institution could achieve by joining the consortium.

CAUBO recently issued a survey to gain insight into the status of members’ review and assessment of the proposals. More details regarding the terms of the consortium agreements and the consortium governance are close to being finalized and will be shared shortly.

Institutions will be asked to formally commit to joining the consortium by March 2022, with a start date between June 1 and August 1, 2022. Institutions will have the opportunity to express their interest and join one of the consortium programs in the spring of each year, pending receipt by the provider of institutional data in January.

If the expressions of interest result in a large enough number of insured lives to realize the targeted cost savings and risk mitigation, then the consortium will be formally launched, bringing to fruition an exciting and innovative initiative in the area of HE employee benefits. For questions or feedback regarding this initiative, please contact Elizabeth Taylor (

New Tax Resources

Two new technical Tax Notes covering Cross-Border Remote Work and GST-HST-QST Regarding Online Courses have been added to the tax note series and are now available for members here.

More Projects Underway

Climate Change

CAUBO has initiated a Climate Change Mitigation Strategies project to support members’ efforts to mitigate and adapt to the impacts of climate change.

The project includes the four following components:

  1. Educational material that raises awareness of the risks and impacts of climate change, the implications of the Paris Agreement at the national and relevant provincial levels, and emission reduction strategies and impacts on operations pertaining to Scope 1, 2 and 3 emissions.
  2. A “State of Affairs” report that sets out the current landscape regarding member policies, practices, areas of focus, and planned priority areas related to climate change adaptation and mitigation.
  3. A “Net-zero Roadmap” that provides advice and information to guide institutions as they take actions to become net zero and resilient.
  4. A recommendation of a common carbon-measurement tool and approach that can be adopted by post-secondary institutions to support consistent measurement across the sector to enable benchmarking and priority-setting, especially regarding measurement of Scope 3 emissions.

Stay tuned for the release of these resources in early 2022.

Post-Pandemic Work Policies

While a growing number of institutions have begun or are planning to welcome employees and students back onto campuses and university sites, questions remain regarding whether the pandemic has had permanent impacts on the workplace and work practices of higher education administrators.

CAUBO has undertaken a project to support members as they develop plans and policies for their post-pandemic workplace.

This project will be undertaken in phases, starting with an overview of the extent to which universities are adopting or considering implementing remote work arrangements for staff, what key considerations are guiding their actions, and which tools, templates, and guidance could help them do so effectively.

It is expected that the scope of the project will expand over time to include flexible work arrangements with adaptation strategies that must be applied to ensure the successful implementation of such programs.

CAUBO has also released a survey, to collect information on members’ plans regarding remote or hybrid work arrangements for staff.

Upcoming Professional Development Opportunities

Thursday, January 20, 2022, 1:00–2:30 PM (ET)
Live Webinar: CAUBO/CUCCIO Cybersecurity Series (#2) – Fighting the Good Fight Using Data Informed Strategies
Stay tuned for more information on the CAUBO website. 

Thursday, February 24, 2022, 1:00–2:00 PM (ET)
Live Webinar: Are You Ready for the CARM Customs Changes?
Stay tuned for more information on the CAUBO website. 

On-Demand Webinars
Institutional members can also explore CAUBO’s extensive archive of on-demand webinars on our website!

CAUBO 2022 Update

The CAUBO Board met on November 19 and discussed the state of the pandemic, its impact on in-person events in general and the CAUBO 2022 conference format in particular, and members’ ability to travel in 2022.

After assessing the key considerations, we will be moving forward with a hybrid event with the in-person component held in Edmonton from June 12–14, 2022. The conference will follow our typical schedule, with functional (pre-conference) seminars on Sunday followed by full days of plenary and concurrent sessions on Monday and Tuesday.

Furthermore, in order to accommodate members who cannot travel to Edmonton or who may not be comfortable with in-person conferences, we will offer a virtual ticket so that they can take in the rich conference content from the comfort of their office or home.

For those attending in person, the health and safety of our members, sponsors, and vendors is paramount to CAUBO. For this reason, and based on member feedback, we will be implementing some changes to the CAUBO 2022 format and considering several new protocols to be implemented on-site.


  • Based on member feedback that indicated varying degrees of comfort levels in attending social events at CAUBO 2022, we will be holding one social event: a Welcome Reception, to be held outdoors (weather permitting).
  • Members will have the option of selecting a conference registration package that includes or excludes a ticket to the Welcome Reception.
  • We will not be holding a Farewell Event.
  • We will not be holding an Optional Event (usually held on the Saturday preceding the conference).
  • We will not be offering a companion’s ticket given limited capacity in the meeting rooms once social distancing measures are implemented.


  • Mandatory vaccinations for all attendees, exhibitors, and suppliers (vaccine passports to be presented at registration)
  • Wearing masks when walking around the event but not required once seated at a session or meal
  • Limiting the number of delegates per meeting room (1-meter distance between seats)
  • Hand sanitizer stations
  • Touchless event registration check-in
  • Mandating venue staff to wear masks
  • More space between trade show booths
  • No handouts or swag to be handed out by vendors
  • Buffet meals with servers handling the food
  • Pre-packaged snacks where available 

We will continue to monitor how the situation is evolving in the months leading up to the conference, and if it is unsafe to hold an in-person conference, or if legislation changes making it impossible, we will pivot to a fully virtual format.

Member Feedback Survey – Launching January 2022

In order to guide our planning, we would like to hear from you (again).  We conducted a survey in August 2021; however, we hope to gain more insight in early 2022 as to your desire and ability to participate in CAUBO 2022 and in what format. Stay tuned for the next CAUBO 2022 Member Survey coming in early January 2022. 

We look forward to delivering this new hybrid model in collaboration with our CAUBO 2022 hosts:

Call for Nominations for CAUBO Awards

The Q&P Awards – Found a Better Way to Do Something? Tell Us About It!

The concept is simple: Reward and share effective and innovative practices that enable excellence in the management of risk, human, financial, IT and physical resources on Canadian campuses.

Have you recently implemented a new and innovative initiative that has improved operational efficiencies, or the overall sustainability of your institution? Or perhaps an initiative that stems from your strong institutional entrepreneurial spirit? That’s the kind of project we want to hear about.

If there’s a way to do it better….tell us.

Complete the application form online and tell us why you should be a Q&P award winner! The submission deadline for the 2022 Awards is January 14, 2022.

Our Members Are Amazing – Help Us Honour Them!

Do you know a CAUBO member whose dedication and commitment to leadership in their field is too great to be ignored? Nominate him or her for a 2022 CAUBO Recognition Award!

Submit your nominees for the following prizes:

  • The Emerging Leader Award honours future leaders in the higher education field.
  • The Ken Clements Distinguished Administrator Award recognizes an administrator who has made an extraordinary contribution to the advancement of higher education administration and has demonstrated outstanding leadership.
  • The Distinguished Service Award is awarded to members who have made a significant contribution to CAUBO and higher education management over a long period of time. It’s given at the conclusion of the member’s career in university administration.
  • Honorary Membership is a meaningful recognition bestowed sparingly and only to those individuals among those satisfying the criteria for a Distinguished Service Award who are deemed to have made an extraordinary contribution to CAUBO and higher education management.

This year’s awards will be presented at the CAUBO 2022 Annual Conference in Edmonton. Nominate a colleague online before nominations close January 14, 2022.