December 2019

Happy Holidays from CAUBO!

The CAUBO national office staff extend our best wishes to members for a safe, joyful, and relaxing holiday season. The office will be closed from December 24 to January 1 inclusive, as we recharge our batteries and spend some quality time with loved ones. See you in 2020!

New Analytical Reports and Resources for Members 

As 2019 comes to a close, we are pleased to share many new resources with our members, some of which are the result of an entire year (or in some cases, more) of work by staff and volunteers.

Tri-Agency Transition Toolkit

CAUBO has developed a toolkit to support members during the transition to the Tri-Agency’s new principles-based guidelines. The toolkit is based on the experiences of the pilot institutions and includes three parts:

  • An Approach to the Tri-Agency Policy Gap Analysis document provides guidance for institutions completing a policy gap analysis. It includes best practices and items to consider when undertaking the gap analysis.
  • A Policy gap analysis template
  • Sample scenarios

More resources to support your institution throughout this transition will be available from CAUBO in the coming months

2019 Deferred Maintenance Report

The 2019 report (currently available in English only) prepared by VFA, an Accruent company, is now available  for members. It provides an updated perspective on deferred maintenance at Canadian Universities.

The report contains practical information for members, including strategies for managing deferred maintenance and making the case for investment. It includes case studies and success stories to provide insight into how institutions have found innovative methods to secure additional funding and/or manage the funding they receive.

A data dashboard (currently available in English only) has also been developed to provide institutions that participated in the survey with access to benchmark data.

Partnership with HR Metrics Service

CAUBO has signed a partnership agreement with HR Metrics Service (HRMS) to provide CAUBO members with quality HR benchmarking services to support the development of national HR metrics and the collection of reliable data to guide decision-making.

HRMS is a privately owned national company with 65 client organizations including several Canadian universities. Participating universities report being very satisfied with the service, content, and quality of reporting they have received from HRMS and recommend it to colleagues in the sector.

CAUBO members that participate in the HRMS benchmarking service will receive:

  • Sector-wide data analysis and trend reporting provided by a third-party consultant with support from CAUBO
  • Educational support to help use the resulting evidence-based data and information effectively
  • Differentiated HRMS participation fees for CAUBO members, based on institutional size

For information about this service, please contact HRMS directly at

Ancillary Benchmark Survey Series

Ancillary operations are now a prominent area of focus at Canadian universities, which need reliable data to help administrators identify opportunities for improved efficiencies. CAUBO has been working to collect and report on key performance indicators for each major ancillary area.

A high-level summary report of the 2018 ancillary benchmark parking services survey results is available to all members. A dashboard is also accessible to CAUBO members that participated in the survey. Users can assess their institutional performance against that of peer institutions across Canada based on key indicators.

CAUBO also recently launched two new ancillary benchmark surveys on housing and food services. Invitations to participate have been sent to the Vice-President Finance and Administration (or equivalent) at each CAUBO member university and college. If your institution is interested in participating, please contact

Risk Management Benchmark Surveys

CAUBO members told us they need comparative benchmark data within the risk management portfolio. Two surveys were recently launched to collect benchmark data on environmental health and safety (EH&S) and campus safety and security. The surveys have received strong responses so far. Invitations to participate were sent to the Vice-President Finance and Administration (or equivalent) at each CAUBO member university and college. If your institution is interested in participating, please contact

In Case You Missed Them

Below are some of the member resources released earlier this year that you may not have heard about yet.

National Perspective on Budget Carry-Forward Policies

CAUBO conducted a survey last spring to gain a better understanding of members’ policies and practices governing the carry-forward of unspent operating funds. A roundtable discussion was held during CAUBO 2019 in Halifax to discuss the topic. The survey results and a summary of the roundtable discussion are available online for members.

As part of the survey, members were asked to share their institutional carry-forward policies. These policies have now been posted here for reference. Please let us know if you are willing to share your institution’s policy to advance sector knowledge on this topic. A number of institutions in Ontario, in collaboration with the Council of Ontario Finance Officers (COFO), have developed a summary of best practices for reporting carry-forwards. This document is also available for viewing online.

Financial Dashboards Updated

Financial dashboards based on FIUC data were developed to provide members with the ability to examine sector-wide trends in university finance and compare their institution with others. These dashboards were recently updated to include 2017–2018 FIUC data.