State of mind Addressing mental health issues on university campuses - CAUBO
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Summer/Été 2012 State of mind Addressing mental health issues on university campuses The Q&P Award celebrates 25 years! 25e anniversaire du Programme des prix Q et P! 2012 2012 Quality and Prix de la PM #40065075 Productivity qualité et de Awards QP & Prix de Awards la productivité Where good ideas grow Pour faire germer les bonnes idées
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CENTRE FOR HIGHER EDUCATION RESEARCH AND DEVELOPMENT Annual Programs Practical, relevant and helpful courses on how to manage in a university environment. The Annual Programs are intensive • Senior University Administrators residential programs that are designed Course (SUAC) to meet the needs of administrative • University Management leaders at a variety of levels in post- Course (UMC) secondary education. The programs • Heads & Chairs: Challenges in further enhance the professional Academic Leadership development of the teaching, • Institute on the Student CERTIFICATE administrative and managerial staff Experience (ISE) PROGRAM within post-secondary institutions • Canadian Institute on Student The Certificate in University and College in the knowledge and skills inherent Affairs and Services (CISAS) Administration (CUCA) Level I and Level II in their respective roles. are designed for mid-level administrators Call 204.474.8309 or visit our practicing in a post-secondary setting. website for more information. The courses are designed to provide umanitoba.ca/cherd background to the complex cultures and administrative challenges found in modern universities and colleges, and to help practitioners become integral members of an academic administrative team.
Engineered to absorb shocks. GARS (Global Absolute Return Strategies) is designed to deliver consistent positive returns whatever the investment environment. Its dynamic array of global strategies achieve durable diversification that cushions the impact of the roughest market conditions. • Genuine diversification across a broad array of global strategies • An impressive annualised return of 8.6%1 at 6.2%2 volatility since launch • Less than half the volatility of Global Equities3 over the same period • Entrusted with client assets of over £9.4bn4 • Now available to institutions in Canada through two Canadian investment vehicles5 To find out more call: Western Canada: 403-531-1104, Central Canada: 416-367-2177, Eastern Canada: 514-499-2538 160 GARS 150 GARS 140 Target Return6 Target Return 130 120 Global Equities Global Equities7 110 LIBOR 100 Benchmark (LIBOR) 90 80 70 60 50 Jun 2006 Dec 2006 Jun 2007 Dec 2007 Jun 2008 Dec 2008 Jun 2009 Dec 2009 Jun 2010 Dec 2010 Jun 2011 Dec 2011 Source: Standard Life Investments Limited, gross performance from 06/12/2006 to 12/31/2011. Portfolio 7 Dec 2007 performance Jun 2008is based Decon2008 the £, institutional Jun 2009pooled pension JunThe Dec 2009portfolio. performance 2010 of 2010 Dec the UK pension Jun 2011 sterling fund may differ from that of GARS investment vehicles or separate accounts offered in Canada. The difference in performance is due to many factors, including but not limited to, the structure of the product, cash flows, and any local investment restrictions. Past performance is not a guide to future performance: the value of investments within the Fund may fall as well as rise - you may get back less than you pay in. GARS is not guaranteed, a capital protected product or a substitute for cash. In order to achieve its investment objectives GARS will make extensive use of derivatives. Potential. Delivered. Equities. Bonds. Real Estate. Multi-asset. Private Equity. standardlifeinvestments.co.ukGlobal Absolute Return Strategies 1. Standard Life Investments Limited, 06/12/06 to 12/31/11. Fund performance based on institutional pooled pension fund, gross of fees. 2. Source: Standard Life Investments Limited, 07/01/06 to 12/31/11. Volatility of Absolute Return is the annualised standard deviation of monthly absolute returns. 3. MSCI World (£) volatility, 07/01/06 to 12/31/11 16.5%. Volatility of Benchmark Return is the annualised standard deviation of monthly MSCI World (£) returns. 4. As at 12/31/11. Source: Standard Life Investments Limited. 5. Units of the Canadian GARS Funds will be offered on a private placement basis (i.e. pursuant to exemptions from prospectus and registration requirements under applicable securities legislation) only to those persons where and to whom they may be lawfully sold and only by persons lawfully permitted to sell such units. This communication is not, and under no circumstances is to be construed as, a public offering to sell, or a solicitation of an offer to buy securities. 6. This Fund is not guaranteed, a capital protected product or a substitute for cash. In order to achieve its investment objectives the Fund will make extensive use of derivatives. 7. The Fund aims to achieve 6 month LIBOR + 5% on a rolling three year basis which is a proxy for equity-like returns. Standard Life Investments Inc., with offices in Calgary, Montréal and Toronto, is a wholly owned subsidiary of Standard Life Investments Limited. Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. Standard Life Investments Limited is authorized and regulated in the UK by the Financial Services Authority. Calls may be monitored and/or recorded to protect both you and us and help with our training. © [2012] Standard Life, images reproduced under licence.
Features/Articles VOLUME 20 • NUMBER 3 | VOLUME 20 • NUMÉRO 3 Editor Craig Kelman Art Production Jackie Magat 17 21 Marketing Manager Al Whalen Advertising Coordinator QP Lauren Campbell Publications Mail Agreement #40065075 & Return undeliverable Canadian addresses to: email: kelly@kelman.ca Published four times a year on behalf of the Canadian Association of University Business Officers (CAUBO) by Publié quatre fois par année pour l’Association canadienne du personnel 51 Prix de Awards administratif universitaire (ACPAU) par 10 Presenting financial information effectively – storytelling at its best! 17 Student Housing Workshop: a thought-provoking discussion Third Floor - 2020 Portage Avenue • Atelier sur les logements pour étudiants : Winnipeg, Manitoba R3J 0K4 des discussions stimulantes Tel: 866-985-9780 Fax: 866-985-9799 www.kelman.ca 21 Quality and Productivity Awards info@kelman.ca • Prix de la Qualité et de la Productivité 46 Effective implementation of IT governance 51 State of mind: Addressing mental health issues on university campuses NOTE: The French version of this article is available on the CAUBO website at www.caubo.ca/content/university-manager-2012. Departments/Chroniques Canadian Association of University 7 Executive Director’s Message 13 CAUBO Corner Business Officers Association canadienne du personnel • Message de la directrice générale • Le coin de l’ACPAU administratif universitaire 9 People Moves 60 Professional development 320 – 350 rue Albert Street Ottawa, Ontario K1R 1B1 • En mouvement • Perfectionnement professionelle Tel./Tél.: (613) 230-6760 Fax/Téléc.: (613) 563-7739 CORRECTION info@caubo.ca/info@acpau.ca In the Annual Conference section of the spring 2012 issue of University Manager, conference presenter Sheila Devine’s title was listed as Legal Counsel, Memorial University. Ms. Devine’s Executive Director/Directrice générale correct title is Education and Policy Officer, Memorial University of Newfoundland. We regret Nathalie Laporte any confusion this may have caused. Dans l’encart du congrès annuel, publié dans le numéro du printemps 2012 de la revue Gestion universitaire, le titre indiqué pour la présentatrice Sheila Devine était « conseillère juridique, Memorial University ». The views expressed in this publication are the responsibility Le titre de Mme Devine doit plutôt se lire « agente de la politique et de l’éducation, Memorial University of the publisher and do not necessarily reflect the views of the officers or members of the Canadian Association of Newfoundland ». Nous regrettons vivement toute confusion que cette erreur aurait pu engendrer. of University Business Officers. Les opinions exprimées dans cette publication sont la responsabilité de l’éditeur et ne reflètent pas nécessairement celles des dirigeants ou des membres de l’Association canadienne du personnel administratif universitaire. © 2012 Craig Kelman & Associates Ltd. All rights reserved. The contents of this publication may not be reproduced by any means, in whole or in part, without the prior written consent of the publisher. © Craig Kelman & Associates Ltd., 2012. Tous droits réservés. Cette publication ne peut être reproduite, en tout ou en partie, par quelque moyen que ce soit, sans autorisation écrite préalable de l’éditeur.
Executive Director’s Message Our volunteers: CAUBO’s greatest asset By Nathalie Laporte W e often hear it said that no one is committees, special project teams and task of CAUBO and that they can access (at perfect – and I would add that forces. Building our volunteer capacity is member prices, no less!) the many pro- no organization is perfect. While an important step in the process of accom- fessional development opportunities and I am proud of CAUBO and what we have plishing our strategic goals. member services that we offer. accomplished in our 75 years of support- Once we have those volunteers in place, So, our plan is twofold: first, to build ing university administrators in Canada, I we must also ensure that they are given on the amazing network of committees know, as you do, that there is always room meaningful work to do, with timelines that and volunteers that we already have in for improvement, for new ideas and for guarantee them the satisfaction of seeing place; and second, to reach out more to new input. Our 2009 Board of Directors a project come to fruition, and public rec- our members to tell you about the good clearly agreed, building a strategic plan ognition and acknowledgment of their work that those volunteers are doing, and that envisioned new and improved ser- hard work. to encourage more of you to get involved vices for our members coupled with better with CAUBO, by participating in profes- accessibility using modern technologies "Building our volunteer sional development, by using our services, such as online education. and by becoming new volunteers. Volunteers are CAUBO’s greatest capacity is an important You can expect to hear more from us resource. CAUBO’s services and activities step in the process of in the coming year. As we build our com- are primarily delivered and supported by mittee base, we will be looking actively for volunteers, and, in order to provide the accomplishing new volunteers to participate in project- best service possible to all of our members, we need to optimize how we use the valu- our strategic goals." specific task forces, starting at our annual conference in June and continuing through able time and skills of our volunteers. As We also know that our services provide the fall of 2012. some of our members retire and new mem- great value for members, but we need to If you are interested in sharing your bers enter the field of higher education communicate that value and engage all time and skills with CAUBO, I am always administration, we also need to build our of our members more effectively. Many thrilled to hear from you. I look forward to volunteer base by engaging more CAUBO staff members at Canadian universities are talking with many of you at the conference members to participate in the work of unaware that they are, in fact, members in Montreal. Protecting universities. SPECializEd inSuranCE and Sharing knowledge. riSk managEmEnt SErviCES CURIE was founded in 1988, at the peak of the liability • 20% to 45% lower premium insurance crisis with the mandate to stabilize premium rates and comprehensive costs and offer custom coverage for Canadian coverage universities. Today, CURIE, Canada’s only non-profit • robust risk management reciprocal specializing in universities, represents large and programs and services small institutions. With a strong membership, CURIE is • essential knowledge prepared for today and looking ahead to tomorrow. sharing among the CURIE community www.curie.org 905.336.3366 Canadian Universities Reciprocal Insurance Exchange Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Summer 2012 7
Message de la directrice générale Board of Directors ~ 2011-2012 Nos bénévoles : l’atout le plus Conseil d’administration James Butler President/Président Vice-President, Finance & Administration Wilfrid Laurier University (519) 884-0710 x2248 Fax/Téléc. : (519) 886-8645 précieux de l’ACPAU jbutler@wlu.ca Par Nathalie Laporte Matthew Nowakowski Vice-President/Vice-président O Directeur général, Service des finances Université de Montréal n dit souvent que personne n’est faction de voir des projets menés à terme, (514) 343-7153 Fax/Téléc. : (514) 343-6608 parfait – j’ajouterais qu’aucune mais aussi de voir leurs efforts reconnus matthew.nowakowski@umontreal.ca organisation n’est parfaite. Bien que publiquement et de compter sur une cer- Dave Button je sois fière de l’ACPAU et de ce que nous taine reconnaissance de leur contribution. Secretary-Treasurer/Secrétaire-trésorier avons accompli en 75 ans pour soutenir les Nous savons également que nos services Vice-President (Administration) University of Regina administrateurs universitaires au Canada, représentent une grande valeur pour les (306) 585-4386 Fax/Téléc. : (306) 585-5255 je sais, tout comme vous, qu’il y a toujours membres, mais nous devons encore plus dave.button@uregina.ca place à l’amélioration, place pour les idées efficacement faire connaître cette valeur et Gary Bradshaw neuves et pour l’arrivée de sang neuf. Notre mobiliser tous nos membres. Bon nombre Past President/Président sortant conseil d’administration en 2009 était claire- des membres du personnel des universi- Associate Vice-President, Administration and Finance ment de cet avis, puisqu’il a élaboré un tés canadiennes ne savent pas qu’ils sont, Grenfell Campus, plan stratégique faisant de fait, membres de Memorial University of Newfoundland (709) 637-6251 Fax/Téléc. : (709) 637-6239 état de services nouveaux et d’améliorations de « Il nous faut enrichir l’ACPAU et qu’ils ont accès (au tarif des mem- gbradshaw@grenfell.mun.ca Nathalie Laporte services à l’intention des notre bassin de bres, en plus!) aux mul- CAUBO Executive Director/Directrice générale, ACPAU membres; à cela s’ajoutait tiples activités de perfec- (613) 230-6760, x268 Fax/Téléc. : (613) 563-7739 un souci d’augmenter bénévoles; c’est une tionnement professionnel nlaporte@caubo.ca l’accessibilité aux services et services aux membres Directors / Administrateurs par le recours aux technolo- étape cruciale du que nous offrons. Gary Brewer gies modernes comme la Donc, not re p la n Vice-President, Finance and Administration York University formation en ligne. processus qui mènera comporte deux volets : (416) 736-5160 Fax/Téléc. : (416) 736-5421 brewerg@yorku.ca Les bénévoles consti- à la concrétisation d’abord, bonifier le formi- tuent l’atout le plus dable réseau de comités Lisa Castle Associate Vice-President, Human Resources précieux de l’ACPAU. En de nos objectifs et de bénévoles déjà en effet, les services et les place; ensuite, communi- stratégiques. » The University of British Columbia (604) 822-8120 Fax/Téléc. : (604) 822-8134 activités de l’ACPAU sont quer davantage avec nos lisa@hr.ubc.ca principalement le fruit du membres – c’est-à-dire Ken Burt travail des bénévoles et, afin d’offrir le meil- vous – pour vous laisser savoir tout ce que Vice-President, Finance and Administration leur service possible à tous nos membres, ces bénévoles accomplissent et vous encour- Dalhousie University (902) 494-3862 Fax/Téléc. : (902) 494-2022 nous devons optimiser la façon dont nous ager à participer davantage à l’ACPAU, en ken.burt@dal.ca utilisons les précieuses ressources en temps assistant aux activités de perfectionnement Lucie Mercier-Gauthier et en talents que nos bénévoles mettent à professionnel, en utilisant nos services ou Associate Vice-President, Student Services notre disposition. À mesure que nos mem- en devenant bénévole. University of Ottawa (613) 562-5740 Fax/Téléc. : (613) 562-5107 bres prennent leur retraite et que de nou- Au cours de l’année à venir, atten- luciemg@uottawa.ca velles personnes arrivent dans le milieu de dez-vous à entendre parler de nous plus Josée Germain l’administration de l’enseignement supéri- souvent. Comme nous entreprendrons Vice-rectrice à l’administration et aux finances eur, nous devons faire en sorte d’amener plus d’enrichir les comités, nous cherche- Université Laval de membres de l’ACPAU à collaborer aux rons activement de nouveaux bénévoles (418) 656-3988 Fax/Téléc. : (418) 656-3300 josee.germain@vraf.ulaval.ca travaux des comités ou encore à se joindre pour des groupes de travail spécifiques. à des équipes ou à des groupes de travail Le recrutement commencera au congrès Gayle Gorrill Vice-President, Finance and Operations constitués pour des projets spéciaux. Il nous annuel, en juin, et se poursuivra tout au University of Victoria faut enrichir notre bassin de bénévoles; c’est long de l’automne 2012. (250) 721-7018 Fax/Téléc. : (250) 721-6677 une étape cruciale du processus qui mènera à Si vous êtes disposé à offrir de votre vpfo@uvic.ca la concrétisation de nos objectifs stratégiques. temps à l’ACPAU et désireux de mettre vos Michael Di Grappa Une fois ces bénévoles recrutés, nous dev- connaissances au service des autres, j’en Vice-Principal (Finance and Administration) McGill University rons voir à leur confier des tâches construc- serai ravie. J’anticipe avec plaisir l’occasion (514) 398-2883 Fax/Téléc. : (514) 398-5902 tives, assorties de calendriers d’exécution d’échanger avec beaucoup d’entre vous à michael.digrappa@mcgill.ca qui leur procurent non seulement la satis- l’occasion du congrès, à Montréal. Eric Tufts Vice-recteur à l'administration Université Sainte-Anne (902) 769-2114 x7309 Fax/Téléc. : (902) 769-3120 Click HERE to return to TABLE OF CONTENTS eric.tufts@usainteanne.ca
People Moves En mouvement Appointments College of Nursing at the U of S, before McMaster University, Busch-Vishniac taking over as Director of Consumer Ser- served as Dean of Engineering at Johns Lynn Joly has been appointed Associate vices in March of 2007. Hopkins University and Associate Chair Vice-President, Human Resources at Royal of Mechanical Engineering at the Univer- Roads University, effective March 12, 2012. Carmen Charette will become the Uni- sity of Texas (Austin). A graduate of the versity of Victoria’s VP External Relations University of Rochester, Busch-Vishniac Pascal Spothelfer has been appointed as on August 1, 2012. Charette is currently earned her Master of Science and PhD in The University of British Columbia’s new Executive Vice-President of the Social Sci- mechanical engineering from the Mas- Vice-President, Communications and ences and Humanities Research Coun- sachusetts Institute of Technology (MIT). Community Engagement, effective May cil (SSHRC). Prior to joining SSHRC in 28, 2012. From 2007 to 2011 Spothelfer 2007, Charette worked as Director-General Georgina Kossivas began her tenure as was President and CEO of the BC Tech- with the Science and Innovation Sector Bursar and Chief Financial Officer at Uni- nology Industry Association. Born in of Industry Canada and as Senior Vice- versity of St. Michael’s College on February Switzerland, Spothelfer graduated with President with the Canada Foundation for 13, 2012. Kossivas previously served as a law degree from the University of Basel, Innovation. Before that, she held a variety Vice-President of Atomic Energy of Canada; where he also completed his PhD in Law. of positions with the Natural Sciences and Vice-President and Controller, Telus Net- He received his MBA from INSEAD in Engineering Research Council of Canada. work Operations; and Vice-President Fontainebleau, France. Finance, Technology & Solutions at Bank Ilene Busch-Vishniac has been appointed of Montreal. She holds a Bachelor of Arts, Juliano Tupone has been appointed Vice- U of Saskatchewan’s new President, effec- Honors in Business Administration from President, Finance and Administration at tive July 1, 2012, replacing Peter MacKin- the University of Western Ontario and the the First Nations University of Canada, non, who is stepping down after 13 years designation of Chartered Accountant. effective January 30, 2012. A member of as president. Busch-Vishniac was previ- the Sweetgrass First Nation in Saskatch- ously Provost and Vice-President Aca- Please send information regarding ewan, Tupone most recently served as demic at McMaster University in Hamil- appointments, retirements etc. Director of Operations for the Star Blanket ton, Ontario, and is a renowned researcher to the CAUBO National Office, Cree Nation. He has worked with Aborig- in the areas of acoustic noise control and ALarabieChase@caubo.ca. inal Affairs and Northern Development engineering education. Prior to joining Canada and is a graduate of the Univer- sity of Saskatchewan with a Masters in Business Administration and a Certified Management Accountant designation. Gordon Myers will become Simon Fraser University’s Associate Vice-President, Aca- demic on September 1, 2012. Myers has been chair or associate chair of the econom- ics department for more than half of his 12 years at SFU, and currently serves on both the senate and the board of governors. Myers was educated at Queen's Univer- sity, Stockholm University and McMaster University. Before joining SFU in 1999, he was a lecturer at the University of Western Ontario and an assistant and associate pro- fessor at the University of Waterloo. Greg Fowler, director of Consumer Ser- vices at the University of Saskatchewan, has been appointed Acting Vice-Presi- dent, Finance and Resources, effective April 15, 2012, while current VP, Richard Florizone, is away on a one-year leave. A graduate of the U of S with a BA in public administration and an MBA, Fowler worked as Assistant Controller and Controller of St. Thomas More Col- lege from 1994-2006. He moved to the position of Director of Operations in the Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Summer 2012 9
By LYRAE WILLIAMS, Director of Budget, Colorado College PRESENTING FINANCIAL INFORMATION EFFECTIVELY – storytelling at its best! Several years ago, a group of busi- ness officers representing four regional, US-based higher education administra- tion organizations (EACUBO, CACUBO, SACUBO and WACUBO) joined forces with a representative from the National Asso- ciation of College and University Business Officers (NACUBO) to develop a program on how best to present financial informa- tion effectively in higher education. This marked one of the first times that regional representatives from across the US had col- laborated on the development of a program that would be made available to any of the regional organizations for delivery to their membership. The regional representatives are vol- unteers from various institutional types (large research universities, small privates, community colleges, and everything in between). What they have in common is that they are all challenged with how to convey financial information to various audiences in a way that is easily under- stood. The group recognized that, though their financial presentation needs varied as much their institutional types, the process " This program is intended to provide an in-depth discussion of for developing effective financial presenta- tions was the same for all of them and that key issues that business officers face when presenting financial this story was worth telling and sharing information to various audiences." across regional boundaries. Fast-forward to the present; once again, • Evaluating Financial Information: matters. Whether you are new to higher boundaries are being crossed and collabora- Identifying the most important aspects education or a seasoned veteran, this pro- tion is being forged. The Western Associa- of the financial data and relevant time gram is for you. tion of College and University Business Offi- frames. cers (WACUBO) is partnering with CAUBO • Presenting the Financial Information: THE FACILITATOR to bring this program to its Canadian col- Setting context, emphasizing key mes- The pre-conference seminar and fall work- leagues in a pre-conference event June 15 sages, explaining why the information shop are being facilitated by Lyrae Williams, and a more in-depth, full-day workshop on is important, and anticipating ques- Director of Budget at Colorado College, September 28, 2012. tions in advance. a small private liberal arts institution in Colorado Springs. Ms. Williams is a 20-year THE PROGRAM The pre-conference event in June high- financial professional who has spent the last This program is intended to provide an in- lighted the important aspects of the day- 14 years in higher education finance in the depth discussion of key issues that business long workshop that will be presented at US. She holds a Master’s degree in higher officers face when presenting financial infor- the end of September. education finance and economics. She is a mation to various audiences. It will discuss, past presenter at WACUBO’s annual confer- demonstrate and deliver specific tools that THE TARGET AUDIENCE ence and Winter Management & Leadership participants can take back to their campuses This program is intended for any finan- Institute. She currently serves on the board and use successfully. Three specific areas cial officer (manager), whether in central of WACUBO as co-chair of the professional will be targeted: administration or at the unit level, who development committee. • Understanding Your Audience Needs: is responsible for conveying financial To register for the September 28 work- Knowing what the audience wants/ information to an audience with varying shop, visit the Professional Development sec- needs, and how information will be used. degrees of understanding of financial tion of CAUBO’s website at www.caubo.ca. 10 UNIVERSITY MANAGER • Summer 2012 Click HERE to return to TABLE OF CONTENTS
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NEr COr COiN LE PUBLICATIONS, SURVEYS AND RESOURCES PUBLICATIONS, SONDAGES ET RESSOURCES Financial reporting interpretive notes Notes d’interprétation concernant les états financiers préparés A series of eight Financial Reporting Interpretive Notes, con- selon les nouvelles normes comptables taining university-specific information on the transition La série de Notes d’interprétation comportant de l’information ciblée to new financial reporting standards, is now complete. pour les universités en vue de la transition vers les nouvelles normes de These Notes are available in English and French on the déclaration de l’information financière est complète. Ces Notes, publiées CAUBO website. en anglais et en français, se trouvent sur le site Web de l’ACPAU. Investment survey Sondage sur les placements The annual University Investment Survey was completed in Le Sondage sur les placements des universités, que l’ACPAU effectue chaque April, with participation from 63 endowment funds and 50 année, s’est terminé en avril. Des données ont été recueillies sur 63 fonds pension funds. Highlights from the survey were, as always, de dotation et 50 caisses de retraite. Les points saillants du sondage ont a keystone presentation at the Treasury and Investment pre- constitué, comme toujours, une présentation centrale dans le cadre du conference seminar, and the full report is now available to séminaire précongrès sur la trésorerie et le placement. Les répondants au survey participants through the CyberCommunity group sondage peuvent maintenant accéder au rapport détaillé par l’entremise 'Investment Survey - Sondage sur les placements.' du groupe « Investment Survey - Sondage sur les placements » de la CyberCommunauté. Analytical resources and projects In the early spring, CAUBO conducted an analytical resources Ressources analytiques et projets survey to find what new data and information members are Au début du printemps, l’ACPAU a mené un sondage sur les besoins des looking for from CAUBO. The responses ranged widely, from membres en matière de ressources analytiques pour cerner les nouvelles topics related to sustainability and ‘green’ initiatives to HR données et nouveaux renseignements que les membres aimeraient obtenir best practices and compensation issues, risk and emergency auprès de l’ACPAU. Nous avons reçu un large éventail de réponses, les management, deferred maintenance and board governance. thèmes portant sur le développement durable et les initiatives « vertes », The CAUBO Board has approved the following analytical les pratiques exemplaires dans le domaine des RH, les questions tou- projects for 2012-2013: chant la rémunération, la gestion des risques et des urgences, l’entretien • Updated version of CAUBO’s report on deferred main- différé et la gouvernance des conseils d’administration. tenance entitled A Point of No Return: The Urgent Need Le conseil d’administration de l’ACPAU a approuvé les projets for Infrastructure Renewal at Canadian Universities issued d’analyse ci-dessous pour l’exercice 2012-2013 : in 2000. The purpose of this report will be to assess the • Mise à jour du rapport de l’ACPAU sur l’entretien différé intitulé various methodologies currently in use to measure the Point de non-retour : le besoin urgent de renouvellement des infrastructures extent of accumulated deferred maintenance (ADM) on des universités canadiennes, qui a été publié en 2000. L’objectif consiste à Canadian university campuses, identify best practices and évaluer les diverses méthodes utilisées à l’heure actuelle pour mesurer update the numbers provided in 2000. l’entretien différé accumulé (EDA) dans les campus universitaires • Measurement Models for Indirect Cost of Research. canadiens, à recenser des pratiques exemplaires et à mettre à jour les The purpose of this report will be to compile information données citées en 2000. related to measurement models used by universities in • Modèles de mesure des coûts indirects de la recherche. Pour ce assessing the level of indirect cost of research, and how rapport, l’objectif est de compiler de l’information sur les modèles de these models are used to leverage and/or control these mesure utilisés par les universités afin d’évaluer les coûts indirects costs. It will also outline current policies on the recovery de la recherche et comment ces modèles servent à gérer ou optimiser and distribution of contracted research on Canadian ces coûts. Le rapport fera également état des politiques actuelles de campuses. recouvrement et de la distribution de la recherche subventionnée • Business Intelligence (performance indicators). The parmi les universités canadiennes. purpose of this report will be to collect and report on • Veille économique (indicateurs de rendement). Ce rapport cons- best practices in Canadian universities and abroad. tituera une compilation et une analyse de pratiques exemplaires observées dans les universités au Canada et à l’étranger. UPCOMING HIGHER EDUCATION EVENTS AND CONFERENCES ACTIVITÉS ET CONGRÈS À VENIR EN LIEN W3 Conference 2012 AVEC L’ENSEIGNEMENT SUPÉRIEUR September 18-21, 2012 W3 Conference 2012 Simon Fraser University, Vancouver, BC Du 18 au 21 septembre 2012 Simon Fraser University is pleased to host the W3 Confer- Simon Fraser University, Vancouver, Colombie-Britannique ence 2012. The agenda includes: La Simon Fraser University est heureuse d’accueillir le W3 Conference • a welcome reception at the Simon Fraser Diamond 2012. Au programme : Alumni Centre • Réception d’accueil au Simon Fraser Diamond Alumni Centre; Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Summer 2012 13
• networking opportunities during the conference as well • Occasions de réseautage pendant le congrès et les festivités prévues as Tuesday and Thursday evening celebrations; and le soir, mardi et jeudi; • breakout sessions for the different participating groups, • Séances parallèles pour les différents groupes participants, séances joint group sessions and speakers with varying interests communes et conférenciers de divers horizons qui aborderont un who address a wide variety of topics large éventail de sujets. W3 encompasses members of WUFO (Western Univer- Le congrès W3 réunit les membres de 3organismes : WUFO (Western sity Financial Officers); WUSMA (Western Universities University Financial Officers), WUSMA (Western Universities Supply Man- Supply Management Association); and WARP (Western agement Association) et WARP (Western Association of Resource Planners). Association of Resource Planners). Allez à http://www.sfu.ca/w3.html pour prendre connaissance du Visit http://www.sfu.ca/w3.html for details and registra- programme détaillé et des modalités d’inscription. tion information. Réunion conjointe spéciale à l’intention des vice-recteurs des universités canadiennes Special joint meeting for 18 et 19 octobre 2012 Canadian university vice-presidents University of Regina, Regina, Saskatchewan. October 18-19, 2012 Réunion conjointe spéciale à laquelle sont conviés tous les vice-recteurs University of Regina, Regina, SK des universités canadiennes (enseignement, recherche, administration, A special joint meeting designed for all Canadian university finances, affaires étudiantes, etc.) et portant sur le thème du développe- vice-presidents (academic, research, administration, finance, ment durable des établissements dans le contexte d’un environnement student affairs, etc.) focused on the theme of ‘Institutional qui change rapidement. Sustainability in a Rapidly Changing Environment.’ Cette rencontre rassemble les membres de trois groupes, soit les The meeting brings together members of NatVAC, the membres de NatVAC (vice-recteurs principaux et vice-recteurs à annual conference of Provosts and VPs Academic and l’enseignement et à la recherche), les membres du réseau Quality Network Research; of the QNU, the fall meeting of the Conference for Universities (QNU) du Conference Board du Canada et les membres Board of Canada’s Quality Network for Universities; and de l’ACPAU. C’est la première fois que ces trois groupes se trouveront of CAUBO. This event will be the first time the three groups réunis. On vise ainsi à proposer un lieu d’échange où les dirigeants des have met together, and is intended as a forum in which uni- universités responsables de divers dossiers pourront discuter des défis versity leaders with responsibility for diverse portfolios can que pose le milieu de l’enseignement postsecondaire au Canada. discuss the challenges of a rapidly changing postsecondary Le programme comprend une allocation du conférencier de marque landscape across Canada. Andrew Delbanco, de la Columbia University; ce dernier est souvent The agenda includes keynote speaker Andrew Delbanco appelé à commenter les dossiers qui touchent l’enseignement supérieur of Columbia University, frequent commentator on higher et est l’auteur de l’ouvrage College: What It Was, Is, and Should Be (Princ- education and author of College: What It Was, Is, and Should eton University Press). Be (Princeton University Press). Allez à http://www2.uregina.ca/natvac2012/ pour obtenir plus Please visit http://www2.uregina.ca/natvac2012/ for infor- d’information sur les modalités d’inscription et l’hébergement. Il est mation on registration and accommodation. Early registra- conseillé de s’inscrire et de réserver une chambre d’hôtel au plus tôt. tion and hotel reservations are advised. ACPAU 2013 : Appel de communications CAUBO 2013: Call for Presentation Proposals Période de réception des propositions : du 22 mai au 14 septembre 2012 Open May 22 to September 14, 2012 Pour son prochain congrès, l’ACPAU cherche des présentations qui CAUBO is seeking conference presentations that demonstrate font état de nouvelles approches et d’idées novatrices circulant dans le new approaches and innovative thinking in higher education milieu de l’administration de l’enseignement supérieur. Pour obtenir administration. For more information or to submit your pro- plus d’information ou envoyer une proposition de présentation en vue posal for CAUBO 2013 in Hamilton, Ontario, visit http://www. du congrès ACPAU 2013, qui aura lieu à Hamilton, en Ontario, allez caubo.ca/content/caubo-2013-call-presentation-proposals. à http://www.caubo.ca/content/caubo-2013-call-presentation-proposals. Discover the difference we can make www.stantec.com live. play. learn. connect. inspire. 14 UNIVERSITY MANAGER • Summer 2012 Click HERE to return to TABLE OF CONTENTS
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Student Housing Workshop: a tHOugHt-prOvOking diScuSSiOn atelier sur les logements pour étudiants : deS diScuSSiOnS StimulanteS O p ver 100 participants representing 52 Canadian higher lus de 100 personnes représentant 52 établissements education institutions attended CAUBO’s 2012 spring d’enseignement supérieur ont participé à l’atelier printa- workshop, held April 19 and 20 in Toronto. This year’s nier de l’ACPAU, qui a eu lieu à Toronto les 19 et 20 avril topic was ‘Building the business case for student hous- 2012 et a porté sur le thème « Investissements dans les ing’ and the discussions were lively and thought-provoking. Par- logements pour étudiants – Bâtir les dossiers de justification ». ticipants from diverse functional areas, including finance, facilities, Les discussions ont été animées et ont incité à la réflexion. Les ancillary operations and student services, had the opportunity to participants, qui provenaient de divers secteurs fonctionnels dont exchange ideas, hear about the challenges faced by institutions in les finances, la gestion des installations, les services auxiliaires Canada, and improve their mutual understanding of the interdis- et les services aux étudiants, ont eu l’occasion d’échanger des ciplinary issues surrounding student housing. idées, d’entendre parler des obstacles auxquels sont confrontés Participants at the workshop considered the student experience les établissements au Canada et de mieux comprendre les enjeux with housing as well as the range of financing options and operat- interdisciplinaires liés aux logements pour étudiants. ing approaches available. The following four key issues related to Les participants se sont penchés sur l’expérience étudiante student experience were identified and discussed. ainsi que sur les options de financement et les modes de fonc- • Understanding the value that student housing adds to student tionnement qui existent pour les logements. Les quatre grands life: Housing is part of a holistic education where learning and enjeux ci-dessous, liés à l’expérience étudiante, ont été cernés et personal development are complementary. Student housing ont fait l’objet de discussions. helps attract better students and ensure their academic success, • Comprendre la valeur qu’ajoutent les logements pour étudi- offers real value relative to other options, meets real student ants dans la vie de ces derniers : Le logement s’inscrit dans needs, and has a positive economic impact on the community. l’expérience globale de formation, où apprentissage et crois- • Marketing the student housing experience: Parents want sance personnelle se complètent. Les logements pour étudi- security, low relative cost, and the student's needs met. Stu- ants contribuent à attirer de meilleurs étudiants et favorisent dent wants are based on a sense of independence and their leur réussite scolaire. En outre, ils offrent une véritable valeur impressions; institutions need to help them understand their ajoutée par rapport à d’autres options, répondent aux besoins real needs and the real value of student housing. réels des étudiants et ont des retombées économiques posi- • Types of housing – pros and cons: Institutions need to commu- tives sur la communauté. nicate the value of each housing type, to help students under- • Savoir vendre l’expérience en logements pour étudiants : stand that perceived negatives (shared spaces, roommates, etc) Ce que les parents recherchent, c’est la sécurité et un coût can actually be beneficial to their experience, to match housing relatif avantageux, et aussi de voir les besoins de leurs enfants types to population needs, and to think long-term. comblés. En revanche, les étudiants sont souvent davantage à • Integrating academic and student life: Housing departments l’écoute de leurs désirs, perçus ou réels, liés à leur sentiment need to recruit academics to help demonstrate and promote d’autonomie. Les établissements doivent aider les jeunes à the academic value of living in student housing. The housing comprendre leurs besoins concrets et la véritable valeur que space needs to be conducive to academic involvement. représentent les logements pour étudiants. • Types de logement – avantages et inconvénients : Les établisse- In addition, the following five key issues related to options ments doivent faire connaître les atouts de chaque type de and approaches for financing and operating student housing were logements afin d’aider les étudiants à comprendre que ce qu’ils identified and discussed. perçoivent comme des inconvénients (espaces communs, colo- Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Summer 2012 17
cataires, etc.) peut en fait constituer des avantages. Ils doivent aussi apparier les types de logements aux besoins des diverses catégories d’étudiants dans une optique à long terme. • Intégrer études et vie étudiante : Les services responsables des logements pour étudiants doivent s’allier des interlocuteurs du secteur des études qui sauront faire valoir que le fait de vivre dans un logement pour étudiants est bénéfique pour les études. L’aménagement des logements doit être propice à l’étude. Les discussions ont également porté sur les cinq principaux points ci-dessous qui se rapportent aux options et aux approches de finance- ment et de fonctionnement en lien avec les logements pour étudiants. • Coût complet de cycle de vie : Cela comprend le coût des terrains, du renouvellement et du remplacement des immobilisations ainsi qu’une part de l’infrastructure. Toutefois, cette approche suppose de laisser les prix fluctuer, ce qui peut entrer en conflit avec les moyens financiers des étudiants. • Mainmise sur les services : Lorsqu’un établissement conclut une entente de partenariat ou de privatisation, on se soucie de trouver un équilibre entre les besoins de l’établissement et ceux du pro- moteur. L’établissement doit conserver la mainmise sur l’entretien et l’état des installations, puisque celles-ci seront perçues comme • Full Life-cycle costing: This includes land, capital renewal and étant associées à l’université, peu importe qui en est le propriétaire replacement costs, and a share of infrastructure. However, this réel. Des problèmes associés aux installations peuvent entacher la approach to costing may imply letting prices float, which can réputation et l’image de l’université. Comme une vie étudiante de conflict with affordability for students. qualité peut sembler incompatible avec un modèle dicté par les • Control over services: Where an institution enters into a part- profits, il est crucial de choisir le bon partenaire pour un tel projet. nership or privatization agreement, there is concern about bal- • Capacité d’emprunt : Ce point peut également être considéré ancing the needs of the school with the needs of the developer. comme un problème de revenus. Les établissements peuvent The school needs to maintain control of maintenance and the déjà avoir du mal à assurer le service de la dette et doivent peut- facility’s condition, since it will be seen as a university facil- être conserver leur capacité d’emprunt pour d’autres priorités ity regardless of who actually owns it, and problems can be plus étroitement liées à l’enseignement, mais les options autres damaging to the university’s reputation and image. Quality of que les emprunts semblent coûteuses. student life may seem to be incompatible with a profit-driven • Demande à long terme : Les établissements devraient prévoir model, so choosing the right partner is essential. les besoins en logements à même le processus de planification • Debt capacity: This can also be viewed as a revenue problem. global et doivent recourir à de bons modèles de prévision de Institutions may find it difficult to service current debt and la demande. Il est très important que la conception des espaces need to reserve debt capacity for academic priorities, but pour les logements soit flexible pour que l’on puisse adapter ces alternatives to debt appear to be expensive. espaces en cas de fluctuation de la demande. • Long-term demand: Institutions should plan for residence • Moyens financiers des étudiants : Il faut tenir compte du coût de needs as a part of their overall planning process, and need to la vie global du point de vue des étudiants (y compris les repas et use good models for demand prediction. Flexible design of les prêts) et démontrer clairement la valeur offerte par les loge- housing space is very important so that if demand shifts, so ments pour étudiants. Ces derniers acceptent de payer pour la can the usage of the space. qualité dans des limites raisonnables. Le modèle de recouvrement • Affordability for students: Overall cost of living for students des coûts utilisé pour ces logements doit être choisi en fonction must be considered (including meals and loans) and the value of du contexte global des finances de chaque établissement. student housing clearly demonstrated. Students will pay for qual- ity, within reason. The cost recovery model for housing should Vous souhaitez en apprendre daVantage sur le sujet? be identified within the context of overall institutional finances. Les présentations données pendant l’atelier et le rapport intitulé Building the Student Experience sont maintenant accessibles aux Want to learn more about this hot topic? membres de l’ACPAU sur le site Web, dans la section Perfec- The workshop presentations and the report ‘Building the Stu- tionnement professionnel. dent Experience’ are now available to CAUBO members on our Pourquoi ne pas poursuivre la discussion? Si vous avez parti- website in the Professional Development section. cipé à l’atelier ou si vous avez des questions à poser à ceux qui y ont Why not keep the discussions going? If you participated in assisté, devenez membre du groupe « Student Housing Workshop / the workshop, or if you have questions for those who did, visit the Atelier sur les logements pour étudiants » de la CyberCommunauté de Student Housing Workshop group in CAUBO’s CyberCommunity l’ACPAU et lancez des discussions! L’ACPAU cherche des moyens de and start talking! CAUBO is looking for ways to continue to build poursuivre sur la lancée de cet atelier qui s’est avéré fructueux et sou- on the success of this workshop and to provide further learning haite fournir d’autres occasions d’apprentissage en lien avec ce sujet opportunities around this very popular topic. Member suggestions très chaud. Les suggestions des membres sont les bienvenues. Si vous are welcome. If you require assistance joining the CyberCommunity, avez besoin d’aide pour devenir membre de la CyberCommunauté, please contact Lynne Seguin at lseguin@caubo.ca. veuillez communiquer avec Lynne Séguin, lseguin@acpau.ca. 18 UNIVERSITY MANAGER • Summer 2012 Click HERE to return to TABLE OF CONTENTS
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