CAUBO Connection Archive

2018

E-newsletter June 2018

June 2018

Missed a session at CAUBO 2018? Visit the Knowledge Centre to view available presentations!

CAUBO’s has added all available presentations to its Knowledge Centre, including recordings of the top two attended sessions per concurrent block.

Here are just a few of the sessions that are available on the CAUBO website from CAUBO 2018:
• Bringing Continuous Improvement to the Masses
• Towards a Strategic and Sustainable Budget
• Marijuana: “Hashing Out” Your Obligations
• Threat Assessment Teams in Higher Education
• Governance Matters
• Leading from the Middle

Available presentations from the nine pre-conference seminars are available by clicking here.

CAUBO: A Year in Review

This past year, CAUBO has been privileged to facilitate conversations between peers, stakeholders, and government agencies on topics as diverse as its participants. Many of these dialogues have crossed functional and geographical boundaries on topics from responsible investing to cyber-security and operational benchmarks, to consultations with the Tri-Agencies on the evolution of their financial administration guide. A couple of common themes were fundamental to these exchanges: to identify opportunities for increased efficiencies for higher education administration and providing members with a broader toolkit of information, data and resources to support informed decision-making.

View the CAUBO 2017/2018 Highlights & Achievements brochure to learn what is available to you from our collective efforts.

2018 CAUBO Award Recipients

June is the time of year where CAUBO gets to celebrate the accomplishments of its members through two award programs: The Quality & Productivity (Q&P) Awards and the Member Recognition Awards. Both celebrated during the annual conference, these awards recognize member achievements.

Earlier this month at the CAUBO 2018 Conference, a total of eight Q&P Awards were given out. The Q&P Awards are the Oscars of best practices in higher education administration. View the 2018 winning submissions, or search by keyword, year, or institution to find innovative practices that can be applied to your institution in our Knowledge Centre.

CAUBO Member Recognition Awards celebrate and honour those who help build a vibrant CAUBO community and a stronger higher education sector through collaboration and leadership. This year, four awards were given out to acknowledge some of these contributions. We would like to extend our sincerest congratulations to the recipients of this year’s awards! Find out which of your colleagues were celebrated at the CAUBO Recognition Awards ceremony for their leadership and volunteerism.

FIUC Dashboards

CAUBO has developed a new tool to explore and analyze the Financial Information of Universities and Colleges (FIUC) data.

This tool provides a new channel to view the FIUC data; these dashboards provide institutional income sources, expenses and operating expenses by function. Members can more easily access FIUC data in order to see sector trends in university finances and how various institutions, including your own, compare in this regard.

The dashboards are available online for University members only.

Financial Health Indicators

A series of five indicators of financial condition are now available through the new Financial Indicators Dashboard. A comprehensive Financial Indicators Management Discussion & Analysis (MD&A) report has also been released to support the information found in the dashboard.

When viewed together the ratios provide an overall picture of the sector’s financial condition, identifying specific strengths and weaknesses. At an institutional level, these ratios can also provide a baseline for priority setting. By viewing the indicators in a dashboard format, users can compare nationally, provincially, and/or by institutional size or with selected institutions.

Both the dashboard and MD&A report can be accessed online. Access to both the dashboard and the MD&A report is restricted to VP members only (to share internally with staff as they deem appropriate).

Fraud Survey Results

The 2017 Fraud Survey results were presented at CAUBO 2018. The Fraud Survey is an annual survey of internal and external fraud cases within Canadian universities. It tracks the volume and value of fraud cases, fraud detection, the nature of control weaknesses exploited, the extent of anti-fraud policies and processes and the action taken against perpetrators.

The results are intended to help audit and other professionals better understand fraud and its characteristics in the higher education environment, and to help build awareness at the executive level of fraud risks and impacts. The presentation is now available in the Knowledge Centre.

Investment Survey Report

The 2017 CAUBO Investment Survey report is now available for participating members. This Survey is Canada’s most comprehensive survey of investments held by Canadian post-secondary institutions. The survey includes both investment pool (including endowment) and pension results. One of the purposes of this survey is to provide universities with the information necessary to assist them in better managing their investment portfolios.

The Investment Survey report is distributed to all CAUBO members that participated in the survey. Online access to the report is restricted to survey respondents at participating institutions, unless otherwise advised. Additional copies may be purchased by using the order form for participating members. Members that have not participated in the survey, affiliate members, corporate members and associate members can purchase the report by using the order form available here.

2016-2017 FIUC coming soon!

The 2016-2017 Financial Information of Universities and Colleges (FIUC) data is scheduled for release by Statistics Canada on July 24th. The FIUC Report will be available online at the end of the month in the Knowledge Centre.

The FIUC is an annual publication that is jointly prepared by CAUBO and Statistics Canada. It is a valuable source of information for financial data at Canadian universities and colleges. The financial data in the publication is based on an annual return completed and submitted by each member institution.

Take advantage of the opportunity to advance the conversation, network with administrative colleagues, and highlight best practices

Share your expertise and experience with your peers and colleagues!

Submit your content proposals for the CAUBO 2019 Annual Conference and Pre-Conference Seminars, co-hosted by Saint Mary’s University, Mount Saint Vincent University, NSCAD University, and InterUniversity Services (ISI) from June 9-11, 2019 in Halifax, NS.

CAUBO provides peer-to-peer sharing which builds on the existing capacity of higher education leaders by connecting them with colleagues and information, enabling them to pursue learning opportunities that offer insights into effective practices; create solutions for shared issues; and, provide participants with new and different perspectives.

We’d love to see your proposal on a program or activity that:
• Demonstrates innovation
• Improves quality of service delivery
• Improves productivity within a team or an institution
• Involves cross-functional collaboration
• Informs a national perspective

Proposals accepted until Friday, September 14, 2018. Submit today!

2017

E-newsletter June 2017

Missed a session at CAUBO 2017– or the conference altogether? Visit the Conference Learning Centre and view recorded content now!

CAUBO’s Conference Learning Centre (CLC) has been updated to include content from the CAUBO 2017 conference and pre-conference seminars. Attendees can access this content for free. Members who did not attend can purchase individual sessions or packages at low member prices. Stream content on your computer, mobile device, or tablet anytime, anywhere.

Here are just a few of the sessions that are available on the CLC from CAUBO 2017:

  • People Analytics Used to Drive Quality Decisions and Service Delivery
  • Relationship of Budget Models and Strategic Planning
  • Leadership, Mentoring, and Professional Development
  • The State of Procurement Transformation in Higher Education

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CAUBO: A Year in Review

This past year has been one of significant renewal for CAUBO, and the momentum continues. In 2016-2017, the organization laid the groundwork for many new projects. The CAUBO team and community tackled commonly faced challenges at institutions by using an issue-based approach that resulted in the expansion and creation of a number of dedicated new resources being available to members on topics such as cyber-security and divestment. Several other initiatives are being launched on topics such as ancillary services and operational benchmarking.

View the CAUBO 2016/2017 Highlights & Achievements brochure to learn what is available to you from our collective efforts.

FIUC Dashboards

CAUBO, in partnership with the Université du Québec Network – Head Office, has developed a new tool to explore and analyze the Financial Information of Universities and Colleges (FIUC) data.

This tool provides a new channel to view the FIUC data; these dashboards provide institutional income sources, expenses and operating expenses by function. Members can more easily access FIUC data in order to see sector trends in university finances and how various institutions, including your own, compare in this regard.

The dashboards are available online for members only.

Fraud Survey Results

The 2016 Fraud Survey results were presented at CAUBO 2017. The Fraud Survey is an annual survey of internal and external fraud cases within Canadian universities. It tracks the volume and value of fraud cases, fraud detection, the nature of control weaknesses exploited, the extent of anti-fraud policies and processes and the action taken against perpetrators.

The results are intended to help audit and other professionals better understand fraud and its characteristics in the higher education environment, and to help build awareness at the executive level of fraud risks and impacts. The presentation is now available in the Conference Learning Centre.

Ancillary Services Survey – Participate Now!

The Ancillary Benchmark Survey is a new initiative based on work originally piloted in Ontario. This series of surveys will collect information on the major ancillary areas (housing, food, bookstore, printing, parking, conference, child care and campus card), with a focus on housing, food services, and parking in the first year. The survey results will be compiled in a dashboard format to provide a national perspective on each ancillary service and allow universities to assess their institutional performance with that of peer institutions across Canada.

Preliminary results of the survey were presented at CAUBO 2017. The final results will be presented as part of a webinar in 2017-2018.

The survey remains open for institutions to participate. Institutions have been invited to participate; however, we encourage you to contact Elizabeth Taylor, CAUBO Analyst (etaylor@caubo.ca) if your institution is interested in participating or for more information.

ISI Post-Secondary Education Procurement Transformation Study

Interuniversity Services Inc. (ISI) recently completed the Post-Secondary Education Procurement Transformation Study. The study was commissioned by ISI to assess the current state of the procurement within higher education in Canada.

Results of the study were presented at CAUBO 2017 and the study is available in the CAUBO Knowledge Centre.

Take advantage of the opportunity to advance the conversation, network with administrative colleagues, and highlight best practices

Share your expertise and experience with your peers and colleagues! Submit your content proposals for the CAUBO 2018 Annual Conference and Pre-Conference Seminars which will be hosted by Simon Fraser University, BC from June 10-12, 2018 in Vancouver.

CAUBO provides peer-to-peer sharing to build on the capacity of leaders in the higher education sector by connecting them with colleagues and information, enabling them to pursue opportunities and create solutions for shared issues.

Our general themes are new or best practices in higher education administration related to managerial and operational efficiency, and using data to inform decision-making.

 

We’d love to see your proposal on a program or activity that:

  • Demonstrates innovation
  • Provides opportunity for transferability to other institutions
  • Improves quality of service delivery
  • Improves efficiency and process
  • Improves productivity within team or institution
  • Involves cross-functional collaboration
  • Informs a national perspective

Proposals accepted until Friday, September 8, 2017. Submit today!

2017 CAUBO Award Recipients

June is the time of year where CAUBO gets to celebrate the accomplishments of its members through two award programs: The Quality & Productivity (Q&P) Awards and the Member Recognition Awards. Both celebrated during the annual conference, these awards recognize member achievements.

At the CAUBO 2017 conference, three Q&P awards were given out in the themed category, three in the open category, and two honourable mentions were allocated. The Q&P Awards are the Oscars of best practices in higher education administration. View the 2017 winning submissions, or search by keyword, year, or institution to find innovative practices that can be applied to your institution in our Knowledge Centre.

CAUBO Member Recognition Awards celebrate and honour those who help build a vibrant CAUBO community and a stronger higher education sector through collaboration and leadership. Eight awards were given out to acknowledge some of these contributions. We would like to extend our sincerest congratulations to the recipients of this year’s awards! Find out which of your colleagues were celebrated at the CAUBO Recognition Awards ceremony for their leadership and volunteerism.

Upcoming Professional Development

Fundamentals of the Research Enterprise
October 16 – December 1, 2017

University Culture and Governance
January 15 – February 09, 2018

2016

E-newsletter December 2016

Happy Holidays!

From our office to yours, we would like to extend our very best wishes to each of you and hope you have a happy, safe and relaxing holiday season!

– the CAUBO National Office in Ottawa

2017 Q&P Awards: Show us your best!

The CAUBO Q&P Awards are the Oscars of best practices in higher education administration. There are cash prizes, a ceremony at the annual conference, a dedicated section in the summer issue of University Manager, and videos featuring the winning projects. The best way for us to show you what the selection committee look for in a winning project is by showing you those videos. You’ll see that the most successful ideas and projects are often dazzling in their simplicity.

Ready to see your university’s project on the big screens at the 2017 conference? Complete the application form online and tell us why you should be a Q&P award winner!

The submission deadline for the 2017 Awards is January 13, 2017. So go ahead – show off your achievements! We’re waiting to reward them.

Our members are amazing – help us honour them!

Do you know a CAUBO member whose dedication and commitment to volunteerism on behalf of their field is too great to be ignored? Nominate him or her for a 2017 CAUBO Recognition Award!

It’s the perfect way to acknowledge and thank someone for their valuable contributions to higher education administration in Canada. It’s well worth the effort to do so – past winners say that being recognized by their peers is incredibly fulfilling and meaningful to them. If you think you know someone who fits that description but aren’t sure about nominating them, check out the criteria for the member-nominated recognition awards as well as some past recipients:

  • 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 Leadership in Learning Award recognizes outstanding individual contributions to CAUBO professional development activities, including the annual conference, pre-conference seminars, online course, workshops and webinars.

The awards will be presented in a special ceremony on the Tuesday morning of the CAUBO 2017 Annual Conference in Ottawa. Nominate a colleague online before nominations close April 7, 2017.

Discover the Capital Advantage at CAUBO 2017 in Ottawa!

As Canada celebrates its 150th birthday and Carleton University turns 75, come to the nation’s capital to experience the excitement and to get inspired with your peers at CAUBO 2017. Capitalize on this unique opportunity to explore how we can tap into our “capital” – our people, our knowledge and our resources.

There is no better time to discover the Capital Advantage in Ottawa, June 11-13, 2017. Registration for the conference will open in February 2017, but you can book your conference accommodations now. Hotel information is available on the CAUBO 2017 website.

Watch for program details on the CAUBO 2017 website in mid-February, 2017 and for the conference section in the Spring 2017 issue of University Manager for full program details. We look forward to seeing many of you in Ottawa in June 2017!

Pat Hibbitts Professional Development Bursary – APPLY NOW!

In honour of Pat Hibbitts, a long standing CAUBO member and contributor, and in support of her commitment to continuing education, CAUBO has established a professional development bursary. Each year, CAUBO will extend a complimentary conference registration (including a pre-conference seminar) to one institutional member.

The deadline to submit applications for the bursary is January 31, 2017. The winner will be notified by in February 2017. Download an application form today!

E-newsletter October 2016

October 2016

Bringing More Data to Your Fingertips

CAUBO is excited to announce upcoming tools which will create new ways to access critical data to help you in decision making and ultimately improve efficiency!

We heard from you, our members, that there is a very clear need for CAUBO to play a greater role in identifying, developing, collecting and reporting operational data and benchmarks. As one of our initiatives, we continue to work towards making the FIUC data more accessible and more advantageous for benchmarking purposes – a need which has been widely identified by our members.

Here are some of the great partnerships we are working on to develop these benchmarks:

  • Université de Québec (UQ) network to make sector wide indicators available, based on the FIUC data
  • National Financial health metrics, building on those already developed in Ontario
  • Ancillary benchmarking expansion of the work that has already begun

Stay tuned for more updates as these resources become available.

 

Save the date: Discover the Capital Advantage at CAUBO 2017 in Ottawa!

As Canada celebrates its 150th birthday and Carleton University turns 75, come to the nation’s capital to experience the excitement and to get inspired with your peers at CAUBO 2017. Capitalize on this unique opportunity to explore how we can tap into our “capital” – our people, our knowledge and our resources.

There is no better time to discover the Capital Advantage in Ottawa, June 11-13, 2017. Registration for the conference will open in February 2017, but you can book your conference accommodations now. Hotel information is available on the CAUBO 2017 website.

Watch for program details on the CAUBO 2017 website in mid-February, 2017 and for the conference section in the Spring 2017 issue of University Manager for full program details. We look forward to seeing many of you in Ottawa in June 2017!

 

Pat Hibbitts Professional Development Bursary – APPLY NOW!

In honour of Pat Hibbitts, a long standing CAUBO member and contributor, and in support of her commitment to continuing education, CAUBO has established a professional development bursary. Each year, CAUBO will extend a complimentary conference registration (including a pre-conference seminar) to one institutional member.

The deadline to submit applications for the bursary is January 31, 2017. The winner will be notified by February 15, 2017. Download an application form today!

To be eligible for this bursary you must:

  • Be currently employed at a CAUBO member university in one of the following functional areas: Academic Administration, Facilities Management, Finance, Human Resources, Internal Audit, Procurement, Risk Management, Taxes, Treasury & Investment
  • Have been working for three years or less in a university environment (at time of application)
  • Not have attended a CAUBO annual conference before

Applications for the bursary may be self-submitted or submitted by a supervisor; however, all applications must have supervisor sign-off to ensure that the recipient has approval to attend the conference. One recipient will be selected annually by lottery from the pool of all eligible submissions.

 

Our members are amazing – help us honour them!

Do you know a CAUBO member whose dedication and commitment to volunteerism on behalf of their field is too great to be ignored? Nominate him or her for a 2017 CAUBO Recognition Award!

It’s the perfect way to acknowledge and thank someone for their valuable contributions to higher education administration in Canada. It’s well worth the effort to do so – past winners say that being recognized by their peers is incredibly fulfilling and meaningful to them. If you think you know someone who fits that description but aren’t sure about nominating them, check out the criteria for the member-nominated recognition awards as well as some past recipients:

  • The Distinguished Service Award is granted to persons who have made a significant contribution to CAUBO and the management of higher education over a long period of time, upon the conclusion of their career in university administration.
  • The Leadership in Learning Award recognizes outstanding individual contributions to CAUBO professional development activities, including the annual conference, pre-conference seminars, online course, workshops and webinars.
  • 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 the management of higher education.

The awards will be presented in a special ceremony on the Tuesday morning of the CAUBO 2017 Annual Conference in Ottawa.

Nominate a colleague online before nominations close April 7, 2017.

 

What kind of projects win Q&P Awards? We won’t tell you – we’d rather show you!

The CAUBO Q&P Awards are the Oscars of best practices in higher education administration. There are cash prizes, a ceremony at the annual conference, a dedicated section in the summer issue of University Manager, and videos featuring the winning projects. The best way for us to show you what the selection committee look for in a winning project is by showing you those videos. You’ll see that the most successful ideas and projects are often dazzling in their simplicity.

Ready to see your university’s project on the big screens at the 2017 conference? Download the application form and tell us why you should be a Q&P award winner!

The submission deadline for the 2017 Awards is January 13, 2017. So go ahead – show off your achievements! We’re waiting to reward them.

 

Get in on the Discussion – CAUBO listservs back by popular demand!

Fall is in the air and now that you’ve had a few weeks back into your routine, you may have some questions on your mind. Tackling new challenges can seem overwhelming when you feel like you are on your own, but did you know you can ask your peers what they’ve done in the past?

The listserv is available to members on a secure website with many features accessible directly through your inbox! By using the listserv tool, you have the ability to share best practices and engage with peers online. Find the group that fits your needs, and sign-up by emailing us your request!

You will be able to:

  • Create a new question or topic thread directly from email (your post will be automatically be posted to the website) or via the website;
  • Add a response to a pre-existing question or topic by replying to a notification email or via the website;
  • Attach documents (Word, PDF, Excel, etc.) to a post;
  • Sort the list of existing topics and questions on the website chronologically;
  • Search the archive of previously posted topics, questions, and documents for specific keywords in your group’s discussion thread;
  • Unsubscribe from a group;
  • Select the frequency with which you’ll receive email notifications (daily or as posted) or halt or suspend email notifications.

E-newsletter June 2016

June 2016

Introducing the new CAUBO website featuring resources at your fingertips!

We have developed a brand new, community-centric CAUBO website with enhanced features that align with member needs. At the hub of the new site is the Knowledge Centre: where members can find all available CAUBO resources by topic, be it a report, best practices from the Q&P Awards, a conference session or article from University Manager magazine, etc. Click here to visit the new Knowledge Centre now!

Back by popular demand: CAUBO listservs!

Informed by the results of a member survey conducted in 2015 that made it clear that members prefer an email-based system to communicate with their peers, CAUBO has launched a renewed listserv function, with archived discussions for later reference. Click here for more information.

Missed a session – or the conference? Visit the Conference Learning Centre and view recorded content now!

CAUBO’s Conference Learning Centre has been updated to include captured content from the CAUBO 2016 conference as well as the pre-conference seminars. Attendees receive access to this content free of charge, while members who did not attend the conference or pre-conferences may purchase individual sessions or packages at low member prices. Stream conference content on your computer or mobile device anytime, anywhere.

You can review sessions you attended at the conference and experience sessions you missed, in the form of screen captures of the sessions including all audio, video and slides used in the presentations. As a pilot project in 2016, some sessions were video-recorded. These sessions are also available on the CLC.

Here are just a few of the sessions that are available on the Conference Learning Centre from CAUBO 2016:

  • The Transformational Journey for the Finance Function
  • Delivering Campus-wide Change
  • A Human Focus on Change Management
  • Aligning Operational Activities with Strategic Initiatives

CAUBO: A year in review

In June 2015, CAUBO launched a five-year strategic plan. The CAUBO team and community have been very active in operationalizing the plan. The emphasis in year one has been to develop new processes and adequate structures that will enable CAUBO to deliver on its core commitments. In addition to maintaining a focus on building the structures to support the Strategic Plan, CAUBO and its volunteers have been very active on many other fronts. Click here to view the CAUBO 2015/2016 Highlights & Achievements brochure and learn what CAUBO and its members have been up to.

Take advantage of the opportunity to advance the conversation, network with administrative colleagues, and highlight best practices. CAUBO is seeking content for the CAUBO 2017 Annual Conference and Pre-Conference Seminars (June 11-13, 2017 in Ottawa, hosted by Carleton University). Proposals will be accepted until Friday, September 9, 2016. Click here for more information.

2016 CAUBO Award Recipients

CAUBO believes in the importance of recognizing and honouring its members’ achievements. Last week in Québec City during CAUBO 2016, CAUBO awards were handed out. Click here to view the winning Quality & Productivity Award projects: the Q&P Awards are the Oscars of best practices in higher ed administration. Click here to see which of your colleagues were celebrated at the CAUBO Recognition Awards ceremony for their leadership and volunteerism.

French Workshop

CAUBO is pleased to present a repeat performance of the French workshop titled Mieux comprendre les particularités du monde universitaire Join your francophone colleagues on November 17, 2016 in Montréal to learn firsthand from a former VP Academic about the unique aspects of administration within the university context. Look for more details and the registration form on the CAUBO website in late August at www.caubo.ca.

E-newsletter March 2016

March 2016

Registration is now open for CAUBO 2016 in Quebec City!

The Université du Québec invites you to join us to explore the power of collaboration June 12-14, 2016 in beautiful and historic Québec City.

Register early and save! Early Bird deadline is April 29, 2016. Click here to register now. Click here for the full conference program, pre-conference seminar information, and details on the social and optional events taking place during CAUBO 2016.

New Investment Survey coming soon

The annual Investment Survey has been redeveloped and the new survey will be launching soon. The survey was revamped based on user feedback to include more detail in key information areas while underutilized portions have been eliminated. Survey respondents will see a more streamlined process with improved ease of data entry, while users of the report will see similar data to that previously published.

The Investment survey is structured as two independent surveys on investment pool (including endowment) and pension results. The primary purpose of the survey is to provide institutions with information to assist them in better managing their investment portfolios and includes information on annualized rates of return, mandate performance and asset mix, spending policy and costs. The Investment Survey results are compiled into a published report that is available only to participating institutions, a summary of the results are also highlighted in an annual University Manager article.

An invitation to participate will be sent by e-mail to last year’s participants as well to as members who have expressed an interest in participating for 2015. If you would like to participate in the survey and receive the report please contact Elizabeth Taylor (etaylor@caubo.ca).

CAUBO’s annual Fraud Survey is now underway

This annual survey of internal and external fraud cases within Canadian universities tracks the volume and value of fraud cases, fraud detection, the nature of control weaknesses exploited, the extent of anti-fraud policies and processes and the action taken against perpetrators. The results of the survey will be presented during the Internal Audit pre-conference seminar at the CAUBO 2016 conference and may be published through other channels.

These results are intended to help audit and other professionals to better understand fraud and its characteristics in our environment, and to help build awareness at the executive level of fraud risks and impacts. The survey is completely anonymous and we do not ask you to include any information that would identify you or your institution.

The invitation to participate in the survey is sent to one individual only at CAUBO member institutions (either the Director of Internal Audit (or equivalent) or the Director of Finance (or equivalent). If you would like to participate in the survey but have not received an invitation please contact Elizabeth Taylor (etaylor@caubo.ca). The survey will remain open until March 20th .

New Tax Resource

As announced in 2015, CAUBO has retained KPMG to develop a series of interpretive notes covering key university-specific issues in the areas of income tax and sales tax (GST/HST/QST). The first four notes in the series are now available online for members and can be accessed by clicking here. The notes cover the following topics: Meal Plans, External Sales of Goods and Services, Imported Taxable Supplies and Determination of Tax Status – Employee Versus Contractor.

A fifth note on Taxable Benefits was released in February but a misstatement was detected and the note is currently being revised. We would like to express our sincerest apologies for this error and any inconvenience it may have caused and to provide members with assurance that the notes have undergone a thorough and extensive review by the Taxes Oversight Group. If you have questions or feedback about the tax resources, please contact Elizabeth Taylor at etaylor@caubo.ca.

As part of the agreement, in addition to the development of the tax notes, a tax hotline is also available for CAUBO members to communicate with KPMG Indirect Tax and Income Tax practitioners located across Canada regarding questions about university-specific tax issues. The hotline, which has been live since August, has been well received and the service has processed more than 50 queries from members. It can be accessed free of charge for CAUBO members, is available by email at caubotax@kpmg.ca or by phone at 1-800-663-1280 (by phone, please ask for Jennifer Boychuk, Raj Sharma).

Our members are amazing – help us honour them!

Do you know a CAUBO member whose dedication and commitment to volunteerism on behalf of their field is too great to be ignored? Nominate him or her for a 2016 CAUBO Recognition Award! It’s the perfect way to acknowledge and thank someone for their valuable contributions to higher education administration in Canada. It’s well worth the effort to do so – past winners say that being recognized by their peers is incredibly fulfilling and meaningful to them.

If you think you know someone who fits that description but aren’t sure about nominating them, check out the criteria for the member-nominated recognition awards as well as some past recipients:

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 granted to persons who have made a significant contribution to CAUBO and the management of higher education over a long period of time, upon the conclusion of their career in university administration.

The awards will be presented in a special ceremony on the Tuesday morning of the CAUBO 2016 Annual Conference in Quebec City.

Nominations close April 8, 2016. Please submit your nominations by email to nlaporte@caubo.ca or by fax to 613-563-7739. Complete a nomination form here.

2015

E-Newsletter November 2015

Our members are amazing – help us honour them!

Do you know a CAUBO member whose dedication and commitment to volunteerism on behalf of their field is too great to be ignored? Nominate him or her for a 2016 CAUBO Recognition Award! It’s the perfect way to acknowledge and thank someone for their valuable contributions to higher education administration in Canada. It’s well worth the effort to do so – past winners say that being recognized by their peers is incredibly fulfilling and meaningful to them.

If you think you know someone who fits that description but aren’t sure about nominating them, check out the criteria for the member-nominated recognition awards as well as some past recipients:

  • 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 granted to persons who have made a significant contribution to CAUBO and the management of higher education over a long period of time, upon the conclusion of their career in university administration.

The awards will be presented in a special ceremony on the Tuesday morning of the CAUBO 2016 Annual Conference in Quebec City.

Nominations close April 8, 2016. Please submit your nominations by email to clymburner@caubo.ca or by fax to 613-563-7739. Find the nomination form here.

What kind of projects win Q&P Awards? We won’t tell you – we’d rather show you!

The CAUBO Q&P Awards are the Oscars of best practices in higher education administration. There are cash prizes, a ceremony at the annual conference, a dedicated section in the summer issue of University Manager, and videos featuring the winning projects. The best way for us to show you what the selection committee look for in a winning project is by showing you those videos. You’ll see that the most  successful ideas and projects are often dazzling in their simplicity.

Ready to see your university’s project on the big screens at the 2016 conference? Find the application form and tell us why you should be a Q&P award winner!

The submission deadline for the 2016 Awards is January 15, 2016. So go ahead – show off your achievements! We’re waiting to reward them.

Want to understand university research better? Get online with CAUBO this winter!

CAUBO’s popular online course “Fundamentals of the Research Enterprise” returns starting January 11, 2016! Over seven weeks, this course assists university administrators in understanding the overall context of university research, including its funding, regulation, and administration, explains why so many areas of the university are involved in research administration, and explores some of the challenges that arise from the sharing of responsibilities between the university and researcher, as well as the balancing of resource allocation between the university’s two principal missions of teaching and research.

The course is delivered in a hybrid format consisting of independent study and group study. The independent study materials are provided to participants in the form of PDFs; Live Learning Sessions are delivered via virtual meeting. All course participants will take part in a Technical Orientation session to help them get comfortable with the technology used to deliver this course.

Course dates: January 11 – February 25, 2016
Registration Fee: $550

The course has limited space and will be filled on a first come, first served basis so don’t wait – Get more information or register now!
* Please note this online course is being offered to CAUBO institutional members only.

Announcing the Pat Hibbitts Professional Development Bursary

Sadly and unexpectedly, in June 2015 the CAUBO Community lost one of its most active and distinguished members: Patricia Hibbitts, known to most as Pat. Her participation in the advancement of the higher education administration sector was unparalleled. A huge supporter of and believer in life-long learning and in the education sector as a whole, Pat was passionate about education from many perspectives, an avid learner and a substantial contributor when it came to presenting and sharing her experiences and insight.

In Pat’s honour, and in support of her commitment to continuing education, CAUBO has established a professional development bursary. Annually, CAUBO will extend a complimentary conference registration (including a pre-conference seminar) to one institutional member.

To be eligible for this bursary you must:

  • Be currently employed at a CAUBO member university in one of the following functional areas: Academic Administration, Facilities Management, Finance, Human Resources, Internal Audit, Procurement, Risk Management, Taxes, Treasury & Investment
  • Have been working for three years or less in a university environment (at time of application)
  • Not have attended a CAUBO annual conference before

Applications for the bursary may be self-submitted or submitted by a supervisor; however, all applications must have supervisor sign-off to ensure that the recipient has approval to attend the conference. One recipient will be selected annually by lottery from the pool of all eligible submissions.

The deadline to submit applications for the bursary is January 31, 2016. The winner will be notified by February 15, 2016. Download an application form today!

Save the date: Harness the Power of Collaboration at CAUBO 2016 in Quebec City!

With the globalization of knowledge, how can universities constantly adapt to an ever more competitive backdrop and increasing pressure on their operating budgets? Collaboration may very well be the answer.  Indeed, collaboration allows universities to better operate and deliver Canadians quality higher education and high-end research results that contribute to global prosperity.

CAUBO would like to extend our thanks to all members of the Conference Coordination Teams who have been working very hard planning the conference content, and also to acknowledge the very high calibre of the presentation proposals we received for this year’s conference. These contributions will all help to create an exceptional 2016 conference experience for our delegates. Thank you!

Registration for the conference will open in February 2016, but you can book your conference accommodations now. Hotel information is available on the CAUBO 2016 website.

Watch for the conference section in the Spring 2016 issue of University Manager for full program details. We hope to see you in Quebec City in June!

E-Newsletter September 2015

Advanced Resource Management Workshop in Toronto: register now

CAUBO is pleased to present a one-and-a-half-day workshop on advanced resource management in Toronto on November 16 and 17, 2015, facilitated by Andrew L. Laws, Managing Director, Huron Consulting Group.

In an effort to manage resources effectively, administrators often look to budget models for answers. This workshop will consider if and to what extent such resource allocation models can effectively contribute to sustainability in a financially-constrained environment. We will explore the wide spectrum of resource allocation models, the importance of linking incentives and other elements to the strategic plan and, most importantly, seek answers to key questions that must be contemplated to ensure that a change in model helps drive positive change.

Some of the questions that will be explored are:

  • What are the key elements of a successful resource allocation model?
  • How can we successfully implement a new budget model that will help minimize challenges and maximize expected results?
  • How do incentives impact decision-making and behaviours?
  • How does understanding marginal revenue and costs associated with programs contribute to program optimization?

Those who may find this workshop useful include VPs Administration and Finance, Provosts and VPs Academic, controllers, planning officers and budget directors. All CAUBO members are welcome to participate.

The workshop will be held at the Hyatt Regency Toronto, 370 King Street West, Toronto.  Click here for full details or to register now for the workshop.

GST Public Service Body Rebates Update

Representatives from CAUBO and the Federation of Canadian Municipalities (FCM) met with Finance Canada in June to voice concerns regarding recent changes to the claim periods for GST Public Service Body Rebates.

CAUBO and FCM representatives clearly illustrated the administrative impact of this change for universities and municipalities, as well as potential implementation and auditing challenges for the CRA.  CAUBO also produced data over a three year period that indicated typical delays in payment of invoices outside of the month an invoice is issued from one large Canadian University.

Both groups strongly urged Finance Canada to reverse the CRA decision or, as a last resort, to find a reasonable compromise on time frames for claim periods. As an alternative, Finance Canada officials suggested a 6-month claim period might accommodate the processing times for most rebate claims (e.g. revised GST returns would only be required to cover invoices taking longer than 6 months to process.) CAUBO and FCM expressed strongly that 6 months would not be acceptable.

Finance Canada provided clarification on the reason for the change—the changes to claim periods were primarily a response by CRA under their legal interpretation of the Excise Tax Act. Finance Canada officials also indicated that even if they wanted to make a legislative change (although none was offered), it would not be possible until after the federal election in October.

Finance Canada officials committed to discuss the issue further with the CRA and will reach out to FCM and CAUBO with potential solutions. We have been informed that Finance Canada has had a number of discussions with the CRA on the issues raised during the meeting. Finance Canada also committed to outlining the meeting outcomes in writing. However, this outline has not yet been received; CAUBO plans to follow up with them shortly on this matter.

We would like to thank everyone who provided CAUBO with a letter of support. In total, close to 50 letters of support were sent to Finance Canada, demonstrating that CAUBO had strong support from its members on this issue.

Communications in a University Context: Guide and Strategies documents now available online!

CAUBO’s newest resources for university administrators focus on the unique communications challenges posed by working in a university environment and offer support and solutions in two distinct documents:

The Guide to Communications in a University Context provides university administrators with an understanding of the university context, its stakeholders, and their particular traditions, culture, roles, and relationships with the intent of helping administrators develop and deliver communications that achieve a positive impact. Members who are new to a management role or new to higher education will find this guide to be of particular value.

As a companion to the Guide, CAUBO developed Strategies for Communicating in a University Context to provide a series of concrete approaches that help ensure that communications are on message, focused, and clear. Together, these documents prepare administrators to produce successful communications that facilitate positive outcomes.

Let us know what you think of these new resources! Contact David Elliott, Professional Development Coordinator, at delliott@caubo.ca.

Tax Hotline for CAUBO members now live

As announced in June, CAUBO has retained KPMG to develop university-specific tax resources for members. These resources are currently in development and will consist of a series of interpretive notes covering key university-specific issues in the areas of income tax and sales tax (GST/HST/QST).

We also indicated to you that as part of this agreement, in addition to the development of the tax notes, a tax hotline would be made available to CAUBO members to allow you to communicate with KPMG Indirect Tax and Income Tax practitioners located across Canada regarding questions about university-specific tax issues.

That hotline is now live and can be accessed by email at caubotax@kpmg.ca or by phone at 1-800-663-1280. By phone, please ask for Jennifer Boychuk, Raj Sharma or Brad Perkins.

If you have questions or feedback about this service, please contact Elizabeth Taylor at etaylor@caubo.ca.

CAUBO Online Courses: register now for fall and winter offerings

CAUBO’s popular online courses “University Culture and Governance” (UCG) and “Fundamentals of the Research Enterprise” (FORE) are both being offered in the next few months. UCG runs from October 26-November 27, 2015 and the FORE course runs from January 11-February 25, 2016. The registration fee for each course is $550; courses are open to all CAUBO members. Registration for UCG is open now; FORE registration will open shortly.

Fundamental Concepts for Working Effectively in Universities: one-day French-language workshop in Montreal

CAUBO is pleased to present a one-day workshop in Montreal on Thursday, November 26, 2015, tailored to meet the needs of our francophone members, composed of key content drawn from CAUBO’s two online courses “University Culture and Governance” (UCG) and “Fundamentals of the Research Enterprise” (FORE).

The UCG course helps both new and established administrators to better understand the unique characteristics of universities including governance, tenure, and academic freedom. This knowledge can help administrators function more effectively within the university environment and increase their capacity to drive results.

Research is one of the three main pillars of a university’s existence, affecting everyone on campus, including students, faculty and administrative staff. The FORE course provides an overview of the research enterprise, including its funding, regulation, administration, and impact on the entire institution. Learn more about how your work in administration supports the research enterprise, directly or indirectly.

The English versions of these courses have received many positive evaluations, and CAUBO is eager to share this content with our francophone members. New managers or staff new to higher education administration will find this content particularly useful; however, we have had many participants with a decade or more of experience in higher education who have found great value in these two courses.

The workshop will take place on November 26 at the Delta Montreal. For more details or to register now for this great professional development opportunity, click here.

E-Newsletter May 2015

University Culture and Governance Online Course Registration Now Open!

The next offering of CAUBO’s online course “University Culture and Governance” will take place from October 27 – November 27, 2015. Space is limited so sign up early to guarantee your spot!

This course provides a comprehensive overview of university culture and governance. Its objective is to help administrators, both new and established, to better understand the university context and work more effectively and efficiently within the unique university environment.

The course fee is $550. Click here to learn more and register now!

Financial Sustainability report now online

A recent report commissioned by CAUBO on the topic of financial sustainability is now available from the CAUBO website. Entitled “Canada’s Universities: Cost Pressures, Business Models and Financial Sustainability,” this discussion paper, written by consultant Ken Snowdon, focuses on identifying and examining the cost pressures and financial challenges that are an integral part of the Canadian higher education business model. The paper is intended to provide sufficient information and analysis to stimulate discussion and focus attention on fundamentals – key ingredients to ‘improving the odds’ for a financially sustainable future. Click here to read the report.

Representing your interests!

GST Public Service Body Rebates

CAUBO has heard from a number of members who have recently received a letter from CRA regarding claim periods for GST Public Service Body Rebates. We wanted to let members know that we understand the importance of this issue and its impact on our members, and are liaising with other interested parties and exploring the option of forming a united front to further press the government on this issue. We encourage universities to provide us with letters of support that can be included in the submission that we will be making to CRA and the Department of Finance and have created a draft template that universities can use for this purpose. It is available for download here. (The French version will be available shortly.) Once completed, letters of support can be sent to the attention of Elizabeth Taylor at the CAUBO National Office: etaylor@caubo.ca. We have also created an open CyberCommunity group where all members can share information on this issue. Click here to access the group.

Tri-Agencies and the concept of materiality associated with internal charges

Following direction from the CAUBO Board, a series of teleconferences were held this winter with university representatives to outline issues related to the documentation and approval requirements for low-dollar value internal charges incurred by research grants.  The documentation phase is now complete and we are currently seeking a meeting with the Tri-Agencies to invite them to work together to address these issues.   We will keep members posted as developments occur.

Reducing the administrative burden in Canada in research management

A project being undertaken jointly by CAUBO, CASRAI and CARA will focus on reducing undue administrative burdens in various research management processes in Canada, and where federal programs are a source of this burden, to support/inform efforts at Industry Canada to achieve a tangible reduction of the burden. A Steering Committee composed of representatives from CAUBO and CASRAI will oversee this project, whose objectives are to (1) understand the various issues from the perspectives of the diverse stakeholders; (2) identify and prioritize specific issues where tangible solutions are most feasible; (3) convene a working group of subject matter experts to collaboratively develop the documentation and proposed standards for the identified solution; and (4) develop plans for implementation within the local systems of affected stakeholders.

Meetings with Industry Canada are expected to take place this fall. We will keep members apprised with regard to developments on this project.

Universities may soon invest in limited partnership vehicles

CAUBO was pleased to see that Federal Budget 2015 proposes amendments to the Income Tax Act which will allow Canadian public universities, as registered charities, to invest in limited partnership vehicles as a passive investor.  This issue had been raised jointly by CAUBO and the Pension Investment Association of Canada (PIAC) in a letter to the Minister of Finance requesting amendments to section 253.1. Click here to learn more.

E-Newsletter March 2015

Here’s what you told us: Highlights from the CAUBO member networking survey

As reported in the 2014 summer issue, CAUBO announced the impending retirement of the CyberCommunity given that members identified it was not a conducive mechanism to support their need for peer to peer collaboration and networking. CAUBO committed to gain a better understanding of member needs in this area and to identify alternative solutions.

As such, in January 2015 CAUBO conducted a member networking survey.  We received a total of 250 completed responses. Our sincere thanks to everyone who completed the survey!

The feedback that was collected will inform and guide decisions for a replacement for the CAUBO CyberCommunity and help the CAUBO community stay connected.

Survey result highlights

A large majority of respondents (ranging from 92% to 95%) indicated that the ability to dialogue with peers was “important” or “very important” regardless of where those peers worked or whether they worked in similar jobs.

Sharing good practices and documents were clearly identified as the top motives for respondents to dialogue with peers online, with 95% of respondents citing sharing of good practices and 87% citing sharing of documents.

Email was found to far exceed any other means of online dialogue being used by respondents, at 85%, versus just 26% using LinkedIn and 12% using Facebook.
When asked how frequently they actively communicate with peers through online platforms, more than 70% of respondents answered “As a question or problem arises,” which indicates that online dialogue is not seen as a daily or even weekly activity among members.

Nearly 66% of respondents indicated that the information they would want to share is of a sensitive nature and would need to be restricted to a controlled group of participants.

In terms of what role CAUBO should play in facilitating online dialogue, a majority of respondents think that CAUBO should administer groups, archive and store responses, and provide a technical platform.

Stay tuned for details on CAUBO member communication tools in the upcoming year!

Don’t forget to send in your nominations for the 2015 CAUBO Recognition Awards! 

Do you know a CAUBO member whose dedication and commitment to volunteerism on behalf of their field makes them a shining star? Please take the time to nominate him or her for a 2015 CAUBO Recognition Award. It’s the perfect way to acknowledge and thank someone for their valuable contributions to the field of higher education administration in Canada.
CAUBO honours its volunteers through five distinct awards:

  • The Emerging Leader Award honours future leaders in the higher education field.
  • The Leadership in Learning Award honours a member’s contributions to CAUBO’s professional development efforts.
  • 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 granted to persons who have made a significant contribution to CAUBO and the management of higher education over a long period of time.
  • Honorary Membership is granted upon their retirement to former representatives of member institutions who have rendered exceptional service in promoting the purposes for which CAUBO stands.

Click on each award’s name to read the criteria for nominating one of your colleagues.

The awards will be presented in a special ceremony on the Tuesday morning of the CAUBO 2015 Annual Conference in Saint John, New Brunswick.

Nominations close April 3, 2015. Please submit your nominations by email to ALarabieChase@caubo.ca or by fax to 613-563-7739. To download a nomination form, click here.

Two Upcoming FREE webinars!

Using an Active Shooter Scenario Video to Strengthen Campus Safety

May 12, 2015, 12:00 – 1:30 p.m. ET
The University of Alberta has successfully used a video about responding to an active shooter scenario, along with associated support materials, to improve safety on their campus for faculty, students and staff. Presenters Philip Stack, Associate Vice-President, Risk Management Services, University of Alberta and Terry Langley, Staff Sergeant, Edmonton Police Service will share their success story and explain how you can effectively use this video on your own campus. You can view the video here: http://protectiveservices.ualberta.ca/information/safety/activeshooter

The Story the Numbers Tell

May 29, 2015, 12:00 – 1:30 p.m. ET
The University of Colorado successfully turned their annual report on its head by rethinking the way they share financial information. Robert C. Kuehler, Assistant Vice President/University Controller and Travis Chillemi, Strategic Communication Technology Manager from the University of Colorado will provide an overview of the “The Illustrated Guide to the Annual Financial Report,” showing how the information was rethought and repackaged to be more user-friendly.

Robert and Travis will also provide an overview of the business case they made for this approach and how they effectively managed this change initiative, and will discuss the benefits that the University of Colorado experienced and the lessons they learned from making their financial statements more accessible.

Participants will be able to send text messages to the speakers through the GoToWebinar tool in order to ask questions and make comments.

Registration for these FREE webinars will open soon – watch the CAUBO website for details!

2014

E-Newsletter December 2014

2015 Q&P Awards: Show us your best!

CAUBO is now accepting submissions for the 28th annual Quality and Productivity (Q&P) Awards.  This is a great opportunity for you to share your institution’s innovative ideas and success stories with your colleagues across Canada!

The Awards are split into two main categories: Open and Themed. As universities continue to cope with financial challenges across the country, once again this year the theme will be “Achieving and Demonstrating Operational Effectiveness within Higher Education Administration.”  The Open category considers submissions that fall under any other topic.

Three national prizes are awarded in each category, and each of these prizes carry a cash award – $2500 for first prize, $1500 for second prize, and $1000 for third prize. There are opportunities for Honourable Mentions in both categories, but no cash prize is attached to these awards.

The application form is available for download here.

The submission deadline for the 2015 Q&P Awards is January 16, 2015. Please note that this is significantly earlier than in previous years. We can’t wait to see what’s happening at your institutions this year!

Strategic Planning Update

Members of the CAUBO Board of Directors and National Committee Chairs met in early December to discuss the work completed so far on the strategic plan for 2015-2020. Work on the plan is ongoing; watch for more information in the January issue of University Manager magazine.

CAUBO’s University Investment Survey gets a major redesign 

The popular and well-regarded University Investment Survey is currently undergoing a complete redevelopment, led by CAUBO analytical staff and supported by a member working group that includes two members of the Treasury and Investment Committee, as well as members who work in the IT and Institutional Research fields who volunteered to provide technical input.

The new system will allow for improved ad-hoc reporting and trend reporting, and will better allow for future updates. Based on user feedback, more detail will be added in key information areas, while underutilized portions will be eliminated. Respondents completing the survey will see a more streamlined process with improved ease of data entry, while users of the report will see similar data to that previously published, but with added detail with regard to asset allocation in particular.

Members who completed last year’s survey will automatically receive notification to participate in the 2014 survey in January 2015.  Others who may be interested in participating should contact Elizabeth Taylor, CAUBO Analyst, at etaylor@caubo.ca.

Follow the Tides of Change to Saint John for CAUBO 2015! 

Are you planning to attend CAUBO 2015 in charming Saint John, New Brunswick? Here’s what awaits you:

If you haven’t yet booked your hotel room for CAUBO 2015 in Saint John, rooms are still available at one of the two conference host hotels, the Delta Brunswick (soon to be a Four Points by Sheraton). Click here to visit the conference website for more information about accommodations. We look forward to seeing you on the East Coast in June!

Happy Holidays!

The staff of the CAUBO National Office in Ottawa extend our best wishes to each of you for a happy, safe and relaxing holiday season!  CAUBO Connection will return in the new year.

E-Newsletter September 2014

Deferred Maintenance Report now available!

In June, CAUBO published “Deferred Maintenance at Canadian Universities: An Update,” its new analytical report containing data collected during a study conducted in fall 2013. The report is now available to read on CAUBO’s website by clicking here.

We welcome your feedback and your suggestions for further study on this or on other aspects of university administration. Please contact Elizabeth Taylor, Analyst at etaylor@caubo.ca if you have questions about the report.

Fall Workshop: Higher Education Budgeting Basics: Concepts, Creation, and Connections

Save the date! On November 27 and 28 in downtown Toronto, this two-day highly interactive beginner-level workshop will focus on basic higher education budgeting concepts, budget development and management, and its connection to an organization’s mission and goals.  Participants will be provided with practical tools and strategies to apply to their day-to-day work, and will gain a greater understanding of their institution’s budgeting practices and higher education finances in general. Registration will open shortly; watch the CAUBO website for details.

Fundamentals of the Research Enterprise (FORE) Course: Limited spaces still available for fall offering!

CAUBO’s online FORE course begins on October 6 and runs until December 4. This course will assist university administrators in understanding the overall context of university research, including its funding, regulation, and administration. Registration fee is $550 per person and there are only a few spaces left! Click here to register now before it fills up.

French-language Symposium in Partnership with BCI

CAUBO and the Bureau de coopération interuniversitaire (BCI) have joined forces to present the first-ever joint Francophone symposium for financial services professionals, at the Chateau Laurier Hotel in Quebec City, October 30 and 31, 2014. Representatives from finance departments at francophone universities outside of Quebec are welcome to attend what promises to be a great event. Registrations for the event are now being accepted; please click here (French only) for more information and to register.

CAUBO Strategic Planning Survey Coming Soon

CAUBO’s 2015-2020 strategic planning process is now underway, and will continue throughout the fall and winter. The first step in the process is asking members what they need to perform their role as effectively as possible. To that end, a survey will be sent out to all of our members in the coming weeks, asking for your opinions and ideas about how CAUBO can help you excel, innovate, and grow, in order to better meet the challenges faced by university administrators at institutions across Canada. When you see the survey, please do take the time to complete it. We need all of your feedback to ensure that the plan accurately reflects your needs.

The new strategic plan will be presented to members for review and approval at the 2015 Annual General Meeting in Saint John, NB. We look forward to sharing it with you!

CAUBO 2015 Website Launch 

The website for the CAUBO 2015 Conference “Tides of Change” in Saint John, New Brunswick will go live in mid-September, with information about accommodations, transportation and tourism.  Watch the front page of the CAUBO website for the link under Highlighted Events! Conference registration will open in February 2015. Please note that due to space constraints in Saint John, registration for the 2015 conference will be limited and will likely sell out by the early-bird deadline. We recommend registering early to avoid disappointment.

Reminder: CAUBO members pay member prices for NACUBO and EACUBO events! 

In an effort to expand your professional development opportunities, CAUBO has partnered with NACUBO and its Eastern chapter, EACUBO, to offer reciprocal member pricing on events. Visit www.nacubo.org for a list of upcoming events. If you see an event you’d like to participate in, click here or contact the CAUBO National Office (clymburner@caubo.ca) for the appropriate discount code.

E-Newsletter July 2014

CAUBO 2014 – Making it Happen in Victoria

Nearly 700 delegates helped make it happen at CAUBO 2014 in Victoria, BC from June 15-17. The city welcomed delegates with beautiful weather, keynote speaker Jon Montgomery brought his fantastic Olympic attitude – and his gold medal – to the party, and plenary panelists Janni Aragon, Elizabeth Denham and Paul Stokes reminded everyone to be more social and transparent while also keeping privacy in mind.  A night at the Royal BC Museum kicked things off in style, and Beatles cover band The Sutcliffes sent everyone home with a twist and shout!

A gallery of photographs from the 2014 conference is available here. If you attended the conference and want to check out sessions you missed, or review ones you attended, the CAUBO Live Learning Centre has now been updated with all available 2014 recorded content. Access is free for all 2014 delegates, and can be purchased by session, by topic or by full conference package for those who were unable to make it to Victoria.

We hope to see you at CAUBO 2015 in Saint John, NB, June 14-16, 2015!

Register today for CAUBO’s online course “Fundamentals of the Research Enterprise”

This course assists university administrators in understanding the overall context of university research, including its funding, regulation, and administration. It will explain why so many areas of the university are involved in research administration, and will explore some of the challenges that arise from the sharing of responsibilities between the university and researcher, as well as the balancing of resource allocation between the university’s two principal missions of teaching and research.

Dates: October 6 – December 4, 2014

Registration Fee: $550

Maximum of 16 participants

For a complete course description, please click here.

Format:

The FORE course is delivered in a hybrid format consisting of both independent and group study. The independent study materials are provided to participants in the form of PDFs; live learning sessions are delivered via virtual meeting. All course participants will take part in a technical orientation session to help them get comfortable with the technology used to deliver this course.

Register Now – For complete course details and to register, please click here!

The course has limited space and will be filled on a first come, first served basis.

* Please note this online course is offered to employees of Canadian Universities only.
PHAC Webinar – Registration Now Open!

CAUBO/CAURA Webinar: Human Pathogens and Toxins Act and Biological Risk Management in Canadian Universities

Thursday, September 25th, 2014
12:00 to 13:30 ET

Presenter: Sandra Fry, Director General, Centre for Biosecurity, Public Health Agency of Canada.

In this interactive webinar, the Centre for Biosecurity will present a summary of the Human Pathogens and Toxins Act, as well as biosafety and biosecurity program updates at the Public Health Agency of Canada to support the full implementation of this Act. The Agency recognises that any program and regulatory framework must be evidence based and proportional to the risks. In this vein, some risks will be presented that have been associated with research activities, for a discussion of proposed strategies to reduce biosafety risks while minimising additional regulatory burden on academic institutions. Finally, preliminary analysis of input received from the public comment process on the proposed Human Pathogens and Toxins Regulations will be presented.

This webinar builds upon the presentations given by Ms. Fry at the pre-conference risk management seminar at the CAUBO Annual Conference and Dr. Kirsten Mattison at the CAURA Annual Conference; both this past June.

The capacity for this event will be 100 participants. Given the limited space we encourage you to register early. You are encouraged to have one or more colleagues join in the same room. This way you can discuss the webinar easily afterwards and this will allow for more participation in the event.

Click here to register now!

REMINDER: CAUBO 2015 Call for Presentation Proposals now open!

Share your expertise, experience and efforts to strive towards excellence with your peers! CAUBO is seeking conference presentations for 2015 that demonstrate new approaches and innovative thinking in higher education administration.

The theme for the 2015 conference is “Tides of Change.”  This is reflective of the power of the tides of the Bay of Fundy, the highest tides in the world, and the emerging energy sector in New Brunswick, with Saint John centered as the energy hub for the Province.  Universities have seen significant fundamental changes of late, at times in tumultuous environments, and must embrace change and harness its energy to compete and excel in the future.

Submissions will be considered for one or both of the following opportunities:

A pre-conference presentation for one of eight functional-area-specific seminars
A 75-minute concurrent session at CAUBO’s Annual Conference

Please include a summary of the two to four main content elements of your presentation. Submissions will be accepted from universities/colleges as well as our corporate partners; however, all corporate presentations must include a university/college co-presenter.

Click here to learn more and complete the submission form. Send us your ideas today! The deadline for submissions is September 4, 2014.

Volunteer with CAUBO!

CAUBO relies on the engagement and active participation of members in order to deliver the right products and services to meet members’ needs. CAUBO’s Board of Directors, National Committees and Conference Coordination Teams are all composed of volunteers. Many of the presenters at CAUBO’s annual conference, annual workshops and webinars are also volunteers.

We are always looking for new volunteers. There are many ways for you to get involved with CAUBO’s programs and services. If you are interested in becoming a volunteer with CAUBO for the 2014-2015 year, please complete our form.

Why volunteer with CAUBO?

  • Take on a leadership role and hone your skills
  • Stay on the leading edge of higher ed issues
  • Learn and grow personally and professionally
  • Make valuable peer contacts and build relationships
  • Have your work recognized and rewarded

If you have questions about volunteering with CAUBO, please contact Elizabeth Taylor, Analyst at etaylor@caubo.ca.

E-Newsletter May 2014

Seeking member input on issues that affect you

CAUBO University Investment Survey review

The CAUBO Treasury & Investment Committee is reviewing the content and structure of the Investment Survey report, and is asking for members’ feedback through an online survey.  Your comments will help us to ensure the Investment Survey reflects current investment management practice and that we provide the most relevant possible information to our members.

The online survey covers both the endowment and pension reports and the main report and supplement, and applies to report users and survey respondents. Depending on which and how many of these roles you represent, the survey will take up to 20 minutes to complete; we recommend that you have a recent report at hand for reference.  If you have any questions regarding the survey, please contact George Dew (gdew@caubo.ca).  Thank you for providing your valuable feedback!

Talk to us about taxes!

CAUBO is currently running a survey to help us learn about members’ information needs in the areas of sales and income tax.  The survey asks you to identify what type of tax resources you need to assist you in your day-to-day work, what resources you currently use, and what key subject areas are of interest to you. It should only take you a few minutes to complete, and will help us better direct our services to members. Click here to get started.

Public Service Body Rebates

Members dealing with GST/HST/QST issues should be aware of a recent Canada Revenue Agency administrative announcement regarding Public Service Body rebates, which may impact your administrative procedures.  CAUBO, with the support of the Taxes Committee, is currently working to determine whether it is possible to alleviate the impact of this change.  Members are asked to inform CAUBO if this issue arises through a CRA audit or in other communications with the agency. More information about this issue is available here.

Collaborative Procurement across Canada

Collaboration in one form or another seems to be a common theme among universities in all parts of this country.  CAUBO’s Procurement Committee asked members from each region to offer some insight into the collaboration initiatives, efforts, and challenges they are currently experiencing. Click here to read about what’s happening in collaborative procurement across Canada right now.

CAUBO 2014: Still time to register!

Don’t miss CAUBO 2014 “Making it Happen!” in beautiful Victoria, B.C.! Nearly 500 delegates have already registered for what’s sure to be an amazing event. Hear inspiring keynote, plenary and session speakers, enjoy warm west coast hospitality, and reconnect with friends and colleagues from across Canada.

This year the popular pre-conference seminars move to Sunday, and a brand-new seminar on the topic of Ancillary Services, coordinated by NACAS, has been added to the schedule.

It’s not too late – click here to register now! We’ll be waiting for you on the west coast.

E-Newsletter February 2014

ICR Report now available

CAUBO recently released a report on the Indirect Costs of Research (ICR). This report presents the results of a survey administered jointly with CAURA in spring 2013 and reviews key areas of policy and practice with regards to ICR at Canadian Institutions.

This initial study provides us with a current snapshot of the “state of the union” and, as such, is intended to help build a foundation for further work on this issue.

It is acknowledged that to be successful, any such future exercise must be driven by a common desire by all stakeholders (administrators, researchers and sponsors) to improve awareness, understanding, management and level of funding of this critical expense.  We hope the information contained in this report will form the basis of productive discussions towards that end and thus solicit your cooperation in sharing this report with all relevant stakeholders at your institution.

Building bridges with NACUBO

CAUBO is pleased to announce a partnership with NACUBO (the National Association of College and University Business Officers). In this partnership, effective immediately, CAUBO and NACUBO will link to one another’s websites and extend member pricing to the other association’s members for event registration and product purchases.

CAUBO members wishing to participate in a NACUBO program or purchase a product should contact the CAUBO National Office (clymburner@caubo.ca) for the appropriate discount code. NACUBO members wishing to participate in a CAUBO event or purchase a CAUBO product on the CAUBO website will be extended member pricing by selecting “member price.” CAUBO staff will confirm their status as an employee of a NACUBO member institution.

“I’m very happy to see us building bridges between our two associations for the benefit of all our members and of the higher education sector.”

– Nathalie Laporte, Executive Director, CAUBO

“While our educational systems may be different, we share common issues and opportunities to learn from one another.”

– John Walda, NACUBO CEO

This agreement does not include subscriptions to either CAUBO’s magazine University Manager or NACUBO’s magazine Business Officer, nor does it include access to electronic communications or online discussion groups or communities. Institutions will have to maintain membership in the other association in order to receive the full suite of member benefits and to receive member communications.

For more information about this partnership, please contact CAUBO at clymburner@caubo.ca or 613-230-6760 ext. 340 or contact NACUBO member services at membership@nacubo.org or 202-861-2560.

Investment Survey

The annual University Investment Survey will be opening soon, and an invitation to participate has been sent by e-mail to last year’s participants as well to as members who have expressed an interest in participating for 2013.  If you would like to participate in the survey and receive the report, please contact George Dew (gdew@caubo.ca) if you have not received this invitation by the end of January.

2014 CAUBO Recognition Awards – Send Us Your Stars!

Do you know a CAUBO member whose dedication and commitment to volunteerism on behalf of their field makes them a shining star? Please take the time to nominate him or her for a 2014 CAUBO Recognition Award. It’s the perfect way to acknowledge and thank someone for their valuable contributions to the field of higher education administration in Canada.

CAUBO honours its volunteers through five distinct awards:

  • The Emerging Leader Award honours future leaders in the higher education field.
  • The Leadership in Learning Award honours a member’s contributions to CAUBO’s professional development efforts.
  • 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 granted to persons who have made a significant contribution to CAUBO and the management of higher education over a long period of time.
  • Honorary Membership is granted upon their retirement to former representatives of member institutions who have rendered exceptional service in promoting the purposes for which CAUBO stands.

Click on each award’s name to read the criteria for nominating one of your colleagues.

The awards will be presented in a special ceremony on the Tuesday morning of the CAUBO 2014 Annual Conference in Victoria, British Columbia.

Nominations close March 28, 2014. Please submit your nominations by email to clymburner@caubo.ca or by fax to 613-563-7739. To download a nomination form, click here.

CAUBO 2014 Registration opening soon!

Online registration for the CAUBO 2014 Conference “Make it Happen!” in Victoria, B.C. will open in mid-February. All members will receive an email from CAUBO when registration goes live. In the meantime, check out the conference website for information on travel and accommodations and click here to view a 60-second video about the conference. We hope to see you there!

2013

E-Newsletter September 2013

What You Missed at CAUBO 2013 – video

CAUBO 2013 welcomed more than 500 delegates to Hamilton, Ontario for three days of informative sessions and vibrant networking events. If you didn’t attend the conference, click here to see a 60-second snapshot of what you missed!

New CAUBO study on deferred maintenance

Deferred maintenance remains a significant problem at many Canadian universities.  With municipal and provincial governments again raising concerns about their own growing infrastructure needs, a set of good national data is needed to help university administrators and policymakers understand and communicate the scope of this issue.

In response to this need, CAUBO is undertaking a study with the intent of creating a report that will provide current information on the amount and potential impact of deferred maintenance at Canadian universities. This will build on a previous study conducted in 1999-2000 while providing better and more consistent data.

Sightlines, a company that specializes in benchmarking and analytics of educational facilities, has been selected via an RFP process to complete this study, with support from the CAUBO national office and the Facilities Management committee. The project will officially kick off this month and all CAUBO member institutions will be contacted to solicit their participation. Your input will help establish credible information at the national and regional level. Participating institutions will also have on-line access to their information and analysis, offering them insight into where their institutions stand relative to their peers.

We have contacted facilities management staff members at CAUBO member institutions to seek their participation in the survey.  If you are the senior facilities staff person at your institution and you have not heard from us, please contact George Dew, Senior Analyst, at gdew@caubo.ca.

New CAUBO Tax Webinar Series Starts October 25!

CAUBO, in collaboration with Ryan Canadian Sales Tax Consultants, is pleased to present a series of three new tax webinars that will cover the topics of sales tax, GST/HST and QST, and taxable benefits. These webinars will be presented live on-line, and participants will have the opportunity to ask questions of the presenter.

Webinar Dates and Topics:

Webinar 1 – Introduction to Sales Tax in Canada
October 25, 2013 – 12:00-13:30 EDT

This webinar will review the most important issues posed by Canada’s value-added and retail sales taxes, including what taxes to charge and when, documentation requirements, and recovery of taxes paid, as well as the impact of sales tax on cross-border transactions.

Webinar 2 – GST/HST and QST – Impact on Universities and Colleges
November 19, 2013 – 12:00-13:30 EST

Complying with GST/HST and QST legislation can be challenging for universities and colleges due to their status as exempt organizations. To help participants navigate these complex rules, this webinar will outline the various exemptions for supplies provided by public sector/service bodies, public institutions and universities and colleges.

Webinar 3 – Sales Tax Implications of Taxable Benefits
January 14, 2014 – 12:00-13:30 EST

This webinar will include a detailed review of the application of GST, HST and QST to automobile standby charges and operating costs, and provide insight and guidance on other items that may qualify as a taxable benefit.

Please note that these webinars will be offered in English and are open only to employees of Canadian universities and colleges or Higher Education associations.

Cost:

CAUBO Members: $100 per webinar or $220 for all three
Non-Member Higher Education Institutions: $130 per webinar or $300 for all three

For more details or to register for the webinars, click here. Please note that registration for Webinar 1 as well as for the full webinar series is now open; registration for webinars 2 and 3 will open on October 18, 2013.

Reminder: Reporting Financial Information for Lobbyist Registration

CAUBO member institutions registered as lobbying organizations under the requirements of the Lobbying Act are reminded that the financial information reported in the registry is to be updated subsequent to the release of the Financial Information of Universities and Colleges (FIUC) report each year.  Specific reporting requirements, as agreed by CAUBO and the Office of the Commissioner of Lobbying, are:

  • It is understood that CAUBO members will use exclusively the financial information contained in the published FIUC report.  For this purpose the FIUC report will be considered the only authoritative source of public information on government funding received by a university.
  • niversities must report the sources and total amounts shown on each of the first eleven lines of the report “Income by Fund: by Type and by University” when completing the list of government funding received.  The breakdown required is understood to be limited to these specific lines.
  • The update to reported financial information is to be completed within fifteen days of the end of the month in which the updated information became publicly available.  The report is considered to be publicly available as of the date on which its release is announced by Statistics Canada.Given that there is a significant lag in the issuance of the FIUC report for a given financial year, the Office of the Commissioner of Lobbying recognizes that the government funding data reported by an institution may lag by a year to eighteen months.  Officials will not question such data unless it is clear that a new FIUC report has been released and an institution has failed to update its financial information within the required time period.Requirement to Register

Universities are responsible for determining if they should register as lobbying organizations and for complying with regulations regarding registration and reporting.  Specific information is available at http://www.ocl-cal.gc.ca.  The following key points are provided for reference but should not be considered complete or definitive.

  • The definition of lobbying includes communicating with a public office holder, for payment in respect of:
    • The development of any legislative proposal;
    • Introduction, defeat or amendment of any Bill or resolution;
    • Making or amendment of any regulation;
    • Development or amendment of any policy or program;
    • Awarding of any grant, contribution or other financial benefit (note that certain exceptions apply with respect to the federal research funding councils).
  • A not-for-profit organization is required to register and to report lobbying activities if “… one or more paid employees lobby, and the collective time devoted to lobbying amounts to 20% or more of a single equivalent paid employee’s time.”
    Ref:  http://ocl-cal.gc.ca/eic/site/012.nsf/eng/00115.html
  • An exception to the registration requirement may apply in the case of faculty members to the extent that they “… communicate an independent opinion on a matter of public policy, and are not paid by their employer or a third party to express that opinion …”
    Ref:  http://ocl-cal.gc.ca/eic/site/012.nsf/eng/00142.html
  • Institutions which are registered as lobbyist organizations are required to update on a monthly basis any changes to their registration data, and to report monthly on any oral and arranged telephone or face-to-face meetings with Designated Public Office Holders.Members requiring more information are encouraged to contact the Office of the Commissioner of Lobbying at QuestionsLobbying@ocl-cal.gc.ca.

CAUBO Tax Guides discontinued

The CAUBO Income Tax Guide and the CAUBO Goods and Services Tax (GST) Guide will be removed from service this fall and will no longer be available online through Knotia.

These two guides have not been updated for several years, and maintaining them in their current form cannot be done in a cost-effective manner.  Rather than continuing to produce these very broad guides, CAUBO will take this opportunity to consider how to focus on current, university-specific information needs.  The CAUBO Taxes Committee will be soliciting member input to clarify these needs and determine how we can best meet them.

The existing guides will be archived and will remain available through the CAUBO website.  However, users should be aware that they are not current, and are encouraged to make use of the other information resources available to them for general taxation questions.

E-Newsletter May 2013

Reminder: Indirect Costs of Research survey open until May 24

The Canadian Association of University Business Officers (CAUBO) and the Canadian Association of University Research Administrators (CAURA) are currently conducting a study with the intent of producing an analytical report on the management of indirect costs of research at Canadian universities. The objective is to identify good practices and increase awareness of the impact of indirect costs within the university community.

A link to a survey on current university practices regarding the measurement, recovery and allocation of indirect costs has been sent to the Vice-President, Administration and the Vice-President, Research (or equivalents) of each Canadian university. We value your institution’s input and would appreciate your support in coordinating with your colleagues to ensure that your institution prepares a single response to the survey. The deadline for completion of the survey is May 24. If you have any questions about this study please contact George Dew, CAUBO’s Senior Analyst, at GDew@caubo.ca.

Looking forward: Fall workshop on Project Management

CAUBO member and experienced facilitator Dwight Fischer, Assistant Vice President & CIO at Dalhousie University, has volunteered to present a fall workshop on project management. As with all CAUBO professional development offerings, this topic will be tailored to CAUBO members and addressed within the unique context that we face in the higher education sector.

Dwight has developed and conducted workshops on this topic over the past 15 years. In addition, he has written on this topic and led several enterprise-scale projects at universities and colleges in New England and Nova Scotia.

Workshop dates and location are currently being finalized and will be announced to members as soon as possible. If you’d like to be added to a waiting list to gain access to priority registration for this workshop, please email David Elliott, CAUBO’s Professional Development Coordinator, at delliott@caubo.ca. You won’t want to miss this great professional development opportunity.

New CAUBO online course: pilot in progress, fall offering planned

A pilot version of CAUBO’s new online course entitled Fundamentals of the Research Enterprise (FORE) is now in progress. Click here to read the course overview.

CAUBO plans to offer the FORE course again in the fall (dates to be confirmed), and the waiting list already has over 20 people on it. If you’re interested in participating in the course, please email David Elliott at delliott@caubo.ca to add your name to the list for priority access to registration for future offerings.

CAUBO 2014: Call for Presentation Proposals – Deadline is September 4, 2013!

Share your expertise, experience and efforts to strive towards excellence with your peers! CAUBO is seeking conference presentations for 2014 that demonstrate new approaches and innovative thinking in higher education administration.

Areas of interest include:

  • Finance, Treasury, Taxes
  • Human Resources / Organizational Development
  • Facilities Management / Deferred Maintenance
  • Procurement
  • IT / Project Management / Business Intelligence
  • Auditing and Governance
  • Administration at the faculty or service unit level
  • Risk Management / Environmental Health and Safety
  • Leadership
  • Sustainability
  • Strategic Planning

The theme for CAUBO 2014 is “Making it Happen.” As University Administrators, we use our expertise, commitment, communication skills and tenacity to “make it happen” – whether “it” means effecting change, ensuring compliance, or building collaboration between academic and administrative units. We are driven to innovate, to problem-solve and to look at issues from every angle in order to move forward successfully. The University of Victoria invites you to come and share your leadership successes, your strategies for making it happen within your own institution, and your action plans for the future.

Submission Criteria

All proposals are due by September 4, 2013. You will be notified of the status of your proposal by the end of January, 2014 at the latest. Click here to complete the submission form.

  • Individual or panel formats welcome.
  • Submissions will be considered for one or both of the following opportunities:
  • A pre-conference session for one of CAUBO’s National Committees (Sunday, June 15, 2014).
  • A 75-minute main conference session at CAUBO’s Annual Conference (Monday, June 16 and Tuesday, June 17, 2014).
  • Submissions will be accepted from universities/colleges as well as corporations. However, all corporate presentations must include a university/college co-presenter.