CAUBO Tri-Agency Transition Resources

Tri-Agency Guide on Financial Administration

The Tri-Agencies have created a principles-based Guide to simplify the administration and use of grant funds. The new Guide promotes efficiencies, reduces administrative burden, and provides greater flexibility to administering institutions and grant recipients in ensuring the appropriate accountability and use of grant funds.

CAUBO Resources to Support the Transition

CAUBO has developed a toolkit to support members during the transition to the new principles-based Guidelines. The information in this toolkit is based on the experiences of the pilot institutions and is composed of three parts:

  1. An Approach to the Tri-Agency Policy Gap Analysis
    This document provides guidance for institutions completing a policy gap analysis and implementing the new Tri-Agency Guide on Financial Administration. It includes best practices and items to consider when undertaking the gap analysis.
  2. Policy Gap Analysis Template
  3. Sample Scenarios

Member login on CAUBO’s website is required to access these resources.