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de laurier lucie sein
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 PM #40065075 2012 Quality and Productivity Awards & QP Prix de Prix de la qualité et de la productivité Awards Where good ideas grow Pour faire germer les bonnes idées LEADING THE DIGITAL TRANSITION Only Follett can help you seamlessly manage the transition to digital course materials with the broadest selection of digital and print solutions to fit the unique needs of your campus. Affordability / Access / Choice / Outcomes TM TM Digital Textbooks Digital Course Materials Textbook Rental Course-Materials-With-Tuition Model To learn more, please contact Joe Skaggs, Vice President, Sales, at 1-800-323-4506 or via e-mail at [email protected] www.follettofcanada.ca CENTRE FOR HIGHER EDUCATION RESEARCH AND DEVELOPMENT Annual Programs Practical, relevant and helpful courses on how to manage in a university environment. CERTIFICATE PROGRAM The Certificate in University and College Administration (CUCA) Level I and Level II are designed for mid-level administrators practicing in a post-secondary setting. The courses are designed to provide 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. The Annual Programs are intensive residential programs that are designed to meet the needs of administrative leaders at a variety of levels in postsecondary education. The programs further enhance the professional development of the teaching, administrative and managerial staff within post-secondary institutions in the knowledge and skills inherent in their respective roles. • Senior University Administrators Course (SUAC) • University Management Course (UMC) • Heads & Chairs: Challenges in Academic Leadership • Institute on the Student Experience (ISE) • Canadian Institute on Student Affairs and Services (CISAS) Call 204.474.8309 or visit our website for more information. umanitoba.ca/cherd 7 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 GARS 160 150 GARS Target Return6 140 Target Return 130 Global Equities7 Global Equities 120 110 LIBOR Benchmark (LIBOR) 100 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 performance of 2010 the UK pension on2008 the £, institutional Dec 2007 performance Jun 2008is based Dec Jun 2009pooled pension Dec 2009portfolio. JunThe 2010 Dec 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.uk Global 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 17 Editor Craig Kelman Art Production Jackie Magat 21 Marketing Manager Al Whalen Advertising Coordinator Lauren Campbell Publications Mail Agreement #40065075 Return undeliverable Canadian addresses to: email: [email protected] 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 administratif universitaire (ACPAU) par Third Floor - 2020 Portage Avenue Winnipeg, Manitoba R3J 0K4 Tel: 866-985-9780 Fax: 866-985-9799 www.kelman.ca [email protected] 51 & QP Prix de Awards 10 Presenting financial information effectively – storytelling at its best! 17 Student Housing Workshop: a thought-provoking discussion • Atelier sur les logements pour étudiants : des discussions stimulantes 21 Quality and Productivity Awards • 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 Business Officers Association canadienne du personnel administratif universitaire 320 – 350 rue Albert Street Ottawa, Ontario K1R 1B1 Tel./Tél.: (613) 230-6760 Fax/Téléc.: (613) 563-7739 [email protected]/[email protected] Executive Director/Directrice générale Nathalie Laporte The views expressed in this publication are the responsibility of the publisher and do not necessarily reflect the views of the officers or members of the Canadian Association 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. 7 Executive Director’s Message • Message de la directrice générale 13 CAUBO Corner • Le coin de l’ACPAU 9 People Moves • En mouvement 60 Professional development • Perfectionnement professionelle CORRECTION 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 correct title is Education and Policy Officer, Memorial University of Newfoundland. We regret 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 ». Le titre de Mme Devine doit plutôt se lire « agente de la politique et de l’éducation, Memorial University of Newfoundland ». Nous regrettons vivement toute confusion que cette erreur aurait pu engendrer. Executive Director’s Message Our volunteers: CAUBO’s greatest asset By Nathalie Laporte W e often hear it said that no one is perfect – and I would add that no organization is perfect. While I am proud of CAUBO and what we have accomplished in our 75 years of supporting university administrators in Canada, I know, as you do, that there is always room for improvement, for new ideas and for new input. Our 2009 Board of Directors clearly agreed, building a strategic plan that envisioned new and improved services for our members coupled with better accessibility using modern technologies such as online education. Volunteers are CAUBO’s greatest resource. CAUBO’s services and activities are primarily delivered and supported by volunteers, and, in order to provide the best service possible to all of our members, we need to optimize how we use the valuable time and skills of our volunteers. As some of our members retire and new members enter the field of higher education administration, we also need to build our volunteer base by engaging more CAUBO members to participate in the work of SPECializEd inSuranCE and riSk managEmEnt SErviCES • 20%to45%lowerpremium rates and comprehensive coverage • robustriskmanagement programs and services • essentialknowledge sharing among the CURIE community committees, special project teams and task forces. Building our volunteer capacity is an important step in the process of accomplishing our strategic goals. Once we have those volunteers in place, we must also ensure that they are given meaningful work to do, with timelines that guarantee them the satisfaction of seeing a project come to fruition, and public recognition and acknowledgment of their hard work. "Building our volunteer capacity is an important step in the process of accomplishing our strategic goals." We also know that our services provide great value for members, but we need to communicate that value and engage all of our members more effectively. Many staff members at Canadian universities are unaware that they are, in fact, members of CAUBO and that they can access (at member prices, no less!) the many professional development opportunities and member services that we offer. So, our plan is twofold: first, to build on the amazing network of committees and volunteers that we already have in place; and second, to reach out more to our members to tell you about the good work that those volunteers are doing, and to encourage more of you to get involved with CAUBO, by participating in professional development, by using our services, and by becoming new volunteers. You can expect to hear more from us in the coming year. As we build our committee base, we will be looking actively for new volunteers to participate in projectspecific task forces, starting at our annual conference in June and continuing through the fall of 2012. If you are interested in sharing your time and skills with CAUBO, I am always thrilled to hear from you. I look forward to talking with many of you at the conference in Montreal. Protecting universities. Sharing knowledge. CURIE was founded in 1988, at the peak of the liability insurance crisis with the mandate to stabilize premium costs and offer custom coverage for Canadian universities. Today, CURIE, Canada’s only non-profit reciprocal specializing in universities, represents large and small institutions. With a strong membership, CURIE is prepared for today and looking ahead to tomorrow. 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 Nos bénévoles : l’atout le plus précieux de l’ACPAU Board of Directors ~ 2011-2012 Conseil d’administration James Butler President/Président Vice-President, Finance & Administration Wilfrid Laurier University (519) 884-0710 x2248 Fax/Téléc. : (519) 886-8645 [email protected] Matthew Nowakowski Vice-President/Vice-président Directeur général, Service des finances Université de Montréal (514) 343-7153 Fax/Téléc. : (514) 343-6608 [email protected] Dave Button Secretary-Treasurer/Secrétaire-trésorier Vice-President (Administration) University of Regina (306) 585-4386 Fax/Téléc. : (306) 585-5255 [email protected] Gary Bradshaw Past President/Président sortant Associate Vice-President, Administration and Finance Grenfell Campus, Memorial University of Newfoundland (709) 637-6251 Fax/Téléc. : (709) 637-6239 [email protected] Nathalie Laporte CAUBO Executive Director/Directrice générale, ACPAU (613) 230-6760, x268 Fax/Téléc. : (613) 563-7739 [email protected] Directors / Administrateurs Gary Brewer Vice-President, Finance and Administration York University (416) 736-5160 Fax/Téléc. : (416) 736-5421 [email protected] Lisa Castle Associate Vice-President, Human Resources The University of British Columbia (604) 822-8120 Fax/Téléc. : (604) 822-8134 [email protected] Ken Burt Vice-President, Finance and Administration Dalhousie University (902) 494-3862 Fax/Téléc. : (902) 494-2022 [email protected] Lucie Mercier-Gauthier Associate Vice-President, Student Services University of Ottawa (613) 562-5740 Fax/Téléc. : (613) 562-5107 [email protected] Josée Germain Vice-rectrice à l’administration et aux finances Université Laval (418) 656-3988 Fax/Téléc. : (418) 656-3300 [email protected] Gayle Gorrill Vice-President, Finance and Operations University of Victoria (250) 721-7018 Fax/Téléc. : (250) 721-6677 [email protected] Michael Di Grappa Vice-Principal (Finance and Administration) McGill University (514) 398-2883 Fax/Téléc. : (514) 398-5902 [email protected] Eric Tufts Vice-recteur à l'administration Université Sainte-Anne (902) 769-2114 x7309 Fax/Téléc. : (902) 769-3120 [email protected] Par Nathalie Laporte O n dit souvent que personne n’est parfait – j’ajouterais qu’aucune organisation n’est parfaite. Bien que je sois fière de l’ACPAU et de ce que nous avons accompli en 75 ans pour soutenir les administrateurs universitaires au Canada, je sais, tout comme vous, qu’il y a toujours place à l’amélioration, place pour les idées neuves et pour l’arrivée de sang neuf. Notre conseil d’administration en 2009 était clairement de cet avis, puisqu’il a élaboré un plan stratégique faisant état de services nouveaux et d’améliorations de services à l’intention des membres; à cela s’ajoutait un souci d’augmenter l’accessibilité aux services par le recours aux technologies modernes comme la formation en ligne. Les bénévoles constituent l’atout le plus précieux de l’ACPAU. En effet, les services et les activités de l’ACPAU sont principalement le fruit du travail des bénévoles et, afin d’offrir le meilleur service possible à tous nos membres, nous devons optimiser la façon dont nous utilisons les précieuses ressources en temps et en talents que nos bénévoles mettent à notre disposition. À mesure que nos membres prennent leur retraite et que de nouvelles personnes arrivent dans le milieu de l’administration de l’enseignement supérieur, nous devons faire en sorte d’amener plus de membres de l’ACPAU à collaborer aux travaux des comités ou encore à se joindre à des équipes ou à des groupes de travail constitués pour des projets spéciaux. Il nous faut enrichir notre bassin de bénévoles; c’est une étape cruciale du processus qui mènera à la concrétisation de nos objectifs stratégiques. Une fois ces bénévoles recrutés, nous devrons voir à leur confier des tâches constructives, assorties de calendriers d’exécution qui leur procurent non seulement la satis- faction de voir des projets menés à terme, mais aussi de voir leurs efforts reconnus publiquement et de compter sur une certaine reconnaissance de leur contribution. Nous savons également que nos services représentent une grande valeur pour les membres, mais nous devons encore plus efficacement faire connaître cette valeur et mobiliser tous nos membres. Bon nombre des membres du personnel des universités canadiennes ne savent pas qu’ils sont, de fait, membres de l’ACPAU et qu’ils ont accès (au tarif des membres, en plus!) aux multiples activités de perfectionnement professionnel et services aux membres que nous offrons. Donc, not re p la n comporte deux volets : d’abord, bonifier le formidable réseau de comités et de bénévoles déjà en place; ensuite, communiquer davantage avec nos membres – c’est-à-dire vous – pour vous laisser savoir tout ce que ces bénévoles accomplissent et vous encourager à participer davantage à l’ACPAU, en assistant aux activités de perfectionnement professionnel, en utilisant nos services ou en devenant bénévole. Au cours de l’année à venir, attendez-vous à entendre parler de nous plus souvent. Comme nous entreprendrons d’enrichir les comités, nous chercherons activement de nouveaux bénévoles pour des groupes de travail spécifiques. Le recrutement commencera au congrès annuel, en juin, et se poursuivra tout au long de l’automne 2012. Si vous êtes disposé à offrir de votre temps à l’ACPAU et désireux de mettre vos connaissances au service des autres, j’en serai ravie. J’anticipe avec plaisir l’occasion d’échanger avec beaucoup d’entre vous à l’occasion du congrès, à Montréal. « Il nous faut enrichir notre bassin de bénévoles; c’est une étape cruciale du processus qui mènera à la concrétisation de nos objectifs stratégiques. » Click HERE to return to TABLE OF CONTENTS People Moves Appointments Lynn Joly has been appointed Associate Vice-President, Human Resources at Royal Roads University, effective March 12, 2012. Pascal Spothelfer has been appointed as The University of British Columbia’s new Vice-President, Communications and Community Engagement, effective May 28, 2012. From 2007 to 2011 Spothelfer was President and CEO of the BC Technology Industry Association. Born in Switzerland, Spothelfer graduated with a law degree from the University of Basel, where he also completed his PhD in Law. He received his MBA from INSEAD in Fontainebleau, France. Juliano Tupone has been appointed VicePresident, Finance and Administration at the First Nations University of Canada, effective January 30, 2012. A member of the Sweetgrass First Nation in Saskatchewan, Tupone most recently served as Director of Operations for the Star Blanket Cree Nation. He has worked with Aboriginal Affairs and Northern Development Canada and is a graduate of the University of Saskatchewan with a Masters in Business Administration and a Certified Management Accountant designation. En mouvement College of Nursing at the U of S, before taking over as Director of Consumer Services in March of 2007. Carmen Charette will become the University of Victoria’s VP External Relations on August 1, 2012. Charette is currently Executive Vice-President of the Social Sciences and Humanities Research Council (SSHRC). Prior to joining SSHRC in 2007, Charette worked as Director-General with the Science and Innovation Sector of Industry Canada and as Senior VicePresident with the Canada Foundation for Innovation. Before that, she held a variety of positions with the Natural Sciences and Engineering Research Council of Canada. Ilene Busch-Vishniac has been appointed U of Saskatchewan’s new President, effective July 1, 2012, replacing Peter MacKinnon, who is stepping down after 13 years as president. Busch-Vishniac was previously Provost and Vice-President Academic at McMaster University in Hamilton, Ontario, and is a renowned researcher in the areas of acoustic noise control and engineering education. Prior to joining McMaster University, Busch-Vishniac served as Dean of Engineering at Johns Hopkins University and Associate Chair of Mechanical Engineering at the University of Texas (Austin). A graduate of the University of Rochester, Busch-Vishniac earned her Master of Science and PhD in mechanical engineering from the Massachusetts Institute of Technology (MIT). Georgina Kossivas began her tenure as Bursar and Chief Financial Officer at University of St. Michael’s College on February 13, 2012. Kossivas previously served as Vice-President of Atomic Energy of Canada; Vice-President and Controller, Telus Network Operations; and Vice-President Finance, Technology & Solutions at Bank of Montreal. She holds a Bachelor of Arts, Honors in Business Administration from the University of Western Ontario and the designation of Chartered Accountant. Please send information regarding appointments, retirements etc. to the CAUBO National Office, [email protected]. Gordon Myers will become Simon Fraser University’s Associate Vice-President, Academic on September 1, 2012. Myers has been chair or associate chair of the economics 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 University, 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 professor at the University of Waterloo. Greg Fowler, director of Consumer Services at the University of Saskatchewan, has been appointed Acting Vice-President, 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 College 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 business officers representing four regional, US-based higher education administration organizations (EACUBO, CACUBO, SACUBO and WACUBO) joined forces with a representative from the National Association of College and University Business Officers (NACUBO) to develop a program on how best to present financial information effectively in higher education. This marked one of the first times that regional representatives from across the US had collaborated 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 volunteers 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 understood. The group recognized that, though their financial presentation needs varied as much their institutional types, the process for developing effective financial presentations was the same for all of them and that this story was worth telling and sharing across regional boundaries. Fast-forward to the present; once again, boundaries are being crossed and collaboration is being forged. The Western Association of College and University Business Officers (WACUBO) is partnering with CAUBO to bring this program to its Canadian colleagues in a pre-conference event June 15 and a more in-depth, full-day workshop on September 28, 2012. THE PROGRAM This program is intended to provide an indepth discussion of key issues that business officers face when presenting financial information to various audiences. It will discuss, demonstrate and deliver specific tools that participants can take back to their campuses and use successfully. Three specific areas will be targeted: • Understanding Your Audience Needs: Knowing what the audience wants/ needs, and how information will be used. 10 UNIVERSITY MANAGER • Summer 2012 " This program is intended to provide an in-depth discussion of key issues that business officers face when presenting financial information to various audiences." • Evaluating Financial Information: Identifying the most important aspects of the financial data and relevant time frames. • Presenting the Financial Information: Setting context, emphasizing key messages, explaining why the information is important, and anticipating questions in advance. The pre-conference event in June highlighted the important aspects of the daylong workshop that will be presented at the end of September. THE TARGET AUDIENCE This program is intended for any financial officer (manager), whether in central administration or at the unit level, who is responsible for conveying financial information to an audience with varying degrees of understanding of financial matters. Whether you are new to higher education or a seasoned veteran, this program is for you. THE FACILITATOR The pre-conference seminar and fall workshop are being facilitated by Lyrae Williams, Director of Budget at Colorado College, a small private liberal arts institution in Colorado Springs. Ms. Williams is a 20-year financial professional who has spent the last 14 years in higher education finance in the US. She holds a Master’s degree in higher education finance and economics. She is a past presenter at WACUBO’s annual conference and Winter Management & Leadership Institute. She currently serves on the board of WACUBO as co-chair of the professional development committee. To register for the September 28 workshop, visit the Professional Development section of CAUBO’s website at www.caubo.ca. Click HERE to return to TABLE OF CONTENTS Legg Mason BRanDYWIne gLoBaL FIXeD InCoMe EXPLORING THE WORLD, DELIVERING VALUE. Global diversification in fixed income portfolios, searching the world for the best investment ideas, involves significant expertise. Brandywine Global, a Legg Mason company, strikes the right balance between risk and opportunity, successfully delivering value across regions, sectors and currencies. For more information please contact David Gregoire: [email protected] 416 594 2979/1 800 565 6781 www.leggmasoncanada.com Legg Mason Canada Inc. and Brandywine Global Investment Management, LLC (“Brandywine Global”) are affiliated through common control and ownership by Legg Mason, Inc. Legg Mason Canada provides access to Brandywine Global through products and services that are intended for Canadian residents only. Such services are available in Canada only as specifically permitted and subject to applicable regulatory and other restrictions. COiN LE COr NEr PUBLICATIONS, SURVEYS AND RESOURCES PUBLICATIONS, SONDAGES ET RESSOURCES Financial reporting interpretive notes A series of eight Financial Reporting Interpretive Notes, containing university-specific information on the transition to new financial reporting standards, is now complete. These Notes are available in English and French on the CAUBO website. Notes d’interprétation concernant les états financiers préparés selon les nouvelles normes comptables La série de Notes d’interprétation comportant de l’information ciblée pour les universités en vue de la transition vers les nouvelles normes de déclaration de l’information financière est complète. Ces Notes, publiées en anglais et en français, se trouvent sur le site Web de l’ACPAU. Investment survey The annual University Investment Survey was completed in April, with participation from 63 endowment funds and 50 pension funds. Highlights from the survey were, as always, a keystone presentation at the Treasury and Investment preconference seminar, and the full report is now available to survey participants through the CyberCommunity group 'Investment Survey - Sondage sur les placements.' Sondage sur les placements Le Sondage sur les placements des universités, que l’ACPAU effectue chaque année, s’est terminé en avril. Des données ont été recueillies sur 63 fonds de dotation et 50 caisses de retraite. Les points saillants du sondage ont constitué, comme toujours, une présentation centrale dans le cadre du séminaire précongrès sur la trésorerie et le placement. Les répondants au sondage peuvent maintenant accéder au rapport détaillé par l’entremise du groupe « Investment Survey - Sondage sur les placements » de la CyberCommunauté. Analytical resources and projects In the early spring, CAUBO conducted an analytical resources survey to find what new data and information members are looking for from CAUBO. The responses ranged widely, from topics related to sustainability and ‘green’ initiatives to HR best practices and compensation issues, risk and emergency management, deferred maintenance and board governance. The CAUBO Board has approved the following analytical projects for 2012-2013: • Updated version of CAUBO’s report on deferred maintenance entitled A Point of No Return: The Urgent Need for Infrastructure Renewal at Canadian Universities issued in 2000. The purpose of this report will be to assess the various methodologies currently in use to measure the extent of accumulated deferred maintenance (ADM) on Canadian university campuses, identify best practices and update the numbers provided in 2000. • Measurement Models for Indirect Cost of Research. The purpose of this report will be to compile information related to measurement models used by universities in assessing the level of indirect cost of research, and how these models are used to leverage and/or control these costs. It will also outline current policies on the recovery and distribution of contracted research on Canadian campuses. • Business Intelligence (performance indicators). The purpose of this report will be to collect and report on best practices in Canadian universities and abroad. UPCOMING HIGHER EDUCATION EVENTS AND CONFERENCES W3 Conference 2012 September 18-21, 2012 Simon Fraser University, Vancouver, BC Simon Fraser University is pleased to host the W3 Conference 2012. The agenda includes: • a welcome reception at the Simon Fraser Diamond Alumni Centre Click HERE to return to TABLE OF CONTENTS Ressources analytiques et projets Au début du printemps, l’ACPAU a mené un sondage sur les besoins des membres en matière de ressources analytiques pour cerner les nouvelles données et nouveaux renseignements que les membres aimeraient obtenir auprès de l’ACPAU. Nous avons reçu un large éventail de réponses, les thèmes portant sur le développement durable et les initiatives « vertes », les pratiques exemplaires dans le domaine des RH, les questions touchant la rémunération, la gestion des risques et des urgences, l’entretien différé et la gouvernance des conseils d’administration. Le conseil d’administration de l’ACPAU a approuvé les projets d’analyse ci-dessous pour l’exercice 2012-2013 : • Mise à jour du rapport de l’ACPAU sur l’entretien différé intitulé Point de non-retour : le besoin urgent de renouvellement des infrastructures des universités canadiennes, qui a été publié en 2000. L’objectif consiste à évaluer les diverses méthodes utilisées à l’heure actuelle pour mesurer l’entretien différé accumulé (EDA) dans les campus universitaires canadiens, à recenser des pratiques exemplaires et à mettre à jour les données citées en 2000. • Modèles de mesure des coûts indirects de la recherche. Pour ce rapport, l’objectif est de compiler de l’information sur les modèles de mesure utilisés par les universités afin d’évaluer les coûts indirects de la recherche et comment ces modèles servent à gérer ou optimiser ces coûts. Le rapport fera également état des politiques actuelles de recouvrement et de la distribution de la recherche subventionnée parmi les universités canadiennes. • Veille économique (indicateurs de rendement). Ce rapport constituera une compilation et une analyse de pratiques exemplaires observées dans les universités au Canada et à l’étranger. ACTIVITÉS ET CONGRÈS À VENIR EN LIEN AVEC L’ENSEIGNEMENT SUPÉRIEUR W3 Conference 2012 Du 18 au 21 septembre 2012 Simon Fraser University, Vancouver, Colombie-Britannique La Simon Fraser University est heureuse d’accueillir le W3 Conference 2012. Au programme : • Réception d’accueil au Simon Fraser Diamond Alumni Centre; UNIVERSITY MANAGER • Summer 2012 13 • networking opportunities during the conference as well as Tuesday and Thursday evening celebrations; and • breakout sessions for the different participating groups, joint group sessions and speakers with varying interests who address a wide variety of topics • Occasions de réseautage pendant le congrès et les festivités prévues le soir, mardi et jeudi; • Séances parallèles pour les différents groupes participants, séances communes et conférenciers de divers horizons qui aborderont un large éventail de sujets. W3 encompasses members of WUFO (Western University Financial Officers); WUSMA (Western Universities Supply Management Association); and WARP (Western Association of Resource Planners). Visit http://www.sfu.ca/w3.html for details and registration information. Le congrès W3 réunit les membres de 3organismes : WUFO (Western University Financial Officers), WUSMA (Western Universities Supply Management Association) et WARP (Western Association of Resource Planners). Allez à http://www.sfu.ca/w3.html pour prendre connaissance du programme détaillé et des modalités d’inscription. Special joint meeting for Canadian university vice-presidents October 18-19, 2012 University of Regina, Regina, SK A special joint meeting designed for all Canadian university vice-presidents (academic, research, administration, finance, student affairs, etc.) focused on the theme of ‘Institutional Sustainability in a Rapidly Changing Environment.’ The meeting brings together members of NatVAC, the annual conference of Provosts and VPs Academic and Research; of the QNU, the fall meeting of the Conference Board of Canada’s Quality Network for Universities; and of CAUBO. This event will be the first time the three groups have met together, and is intended as a forum in which university leaders with responsibility for diverse portfolios can discuss the challenges of a rapidly changing postsecondary landscape across Canada. The agenda includes keynote speaker Andrew Delbanco of Columbia University, frequent commentator on higher education and author of College: What It Was, Is, and Should Be (Princeton University Press). Please visit http://www2.uregina.ca/natvac2012/ for information on registration and accommodation. Early registration and hotel reservations are advised. CAUBO 2013: Call for Presentation Proposals Open May 22 to September 14, 2012 CAUBO is seeking conference presentations that demonstrate new approaches and innovative thinking in higher education administration. For more information or to submit your proposal for CAUBO 2013 in Hamilton, Ontario, visit http://www. caubo.ca/content/caubo-2013-call-presentation-proposals. Réunion conjointe spéciale à l’intention des vice-recteurs des universités canadiennes 18 et 19 octobre 2012 University of Regina, Regina, Saskatchewan. Réunion conjointe spéciale à laquelle sont conviés tous les vice-recteurs des universités canadiennes (enseignement, recherche, administration, finances, affaires étudiantes, etc.) et portant sur le thème du développement durable des établissements dans le contexte d’un environnement qui change rapidement. Cette rencontre rassemble les membres de trois groupes, soit les membres de NatVAC (vice-recteurs principaux et vice-recteurs à l’enseignement et à la recherche), les membres du réseau Quality Network for Universities (QNU) du Conference Board du Canada et les membres de l’ACPAU. C’est la première fois que ces trois groupes se trouveront réunis. On vise ainsi à proposer un lieu d’échange où les dirigeants des universités responsables de divers dossiers pourront discuter des défis que pose le milieu de l’enseignement postsecondaire au Canada. Le programme comprend une allocation du conférencier de marque Andrew Delbanco, de la Columbia University; ce dernier est souvent appelé à commenter les dossiers qui touchent l’enseignement supérieur et est l’auteur de l’ouvrage College: What It Was, Is, and Should Be (Princeton University Press). Allez à http://www2.uregina.ca/natvac2012/ pour obtenir plus d’information sur les modalités d’inscription et l’hébergement. Il est conseillé de s’inscrire et de réserver une chambre d’hôtel au plus tôt. ACPAU 2013 : Appel de communications Période de réception des propositions : du 22 mai au 14 septembre 2012 Pour son prochain congrès, l’ACPAU cherche des présentations qui font état de nouvelles approches et d’idées novatrices circulant dans le milieu de l’administration de l’enseignement supérieur. Pour obtenir plus d’information ou envoyer une proposition de présentation en vue du congrès ACPAU 2013, qui aura lieu à Hamilton, en Ontario, allez à http://www.caubo.ca/content/caubo-2013-call-presentation-proposals. live. 14 UNIVERSITY MANAGER • Summer 2012 play. learn. connect. www.stantec.com Discover the difference we can make inspire. Click HERE to return to TABLE OF CONTENTS Fast track your online payment. Students are working, socializing and learning online more than ever before. Give the digital generation a safe, secure and fast way to pay with Interac® Online payment. Good for students: Good for your bottom line: Students pay with their money – no credit card, no interest charges. Reduce costs with transparent, flat fee pricing. Gives students more choice and flexibility when paying online. No customer authentication costs. No chargebacks for approved transactions. Interac Online uses the security of online banking and the reliability of the Interac network. Find out more at interaconline.ca. Interac, the Interac logo, “Everyday Simply” and the armoured truck design are trade-marks of Interac Inc. Used under license. Student Housing Workshop: a tHOugHt-prOvOking diScuSSiOn atelier sur les logements pour étudiants : O deS diScuSSiOnS StimulanteS ver 100 participants representing 52 Canadian higher education institutions attended CAUBO’s 2012 spring workshop, held April 19 and 20 in Toronto. This year’s topic was ‘Building the business case for student housing’ and the discussions were lively and thought-provoking. Participants from diverse functional areas, including finance, facilities, ancillary operations and student services, had the opportunity to exchange ideas, hear about the challenges faced by institutions in Canada, and improve their mutual understanding of the interdisciplinary issues surrounding student housing. Participants at the workshop considered the student experience with housing as well as the range of financing options and operating approaches available. The following four key issues related to student experience were identified and discussed. • Understanding the value that student housing adds to student life: Housing is part of a holistic education where learning and personal development are complementary. Student housing helps attract better students and ensure their academic success, offers real value relative to other options, meets real student needs, and has a positive economic impact on the community. • Marketing the student housing experience: Parents want security, low relative cost, and the student's needs met. Student wants are based on a sense of independence and their impressions; institutions need to help them understand their real needs and the real value of student housing. • Types of housing – pros and cons: Institutions need to communicate the value of each housing type, to help students understand that perceived negatives (shared spaces, roommates, etc) can actually be beneficial to their experience, to match housing types to population needs, and to think long-term. • Integrating academic and student life: Housing departments need to recruit academics to help demonstrate and promote the academic value of living in student housing. The housing space needs to be conducive to academic involvement. In addition, the following five key issues related to options and approaches for financing and operating student housing were identified and discussed. Click HERE to return to TABLE OF CONTENTS p lus de 100 personnes représentant 52 établissements d’enseignement supérieur ont participé à l’atelier printanier de l’ACPAU, qui a eu lieu à Toronto les 19 et 20 avril 2012 et a porté sur le thème « Investissements dans les logements pour étudiants – Bâtir les dossiers de justification ». Les discussions ont été animées et ont incité à la réflexion. Les participants, qui provenaient de divers secteurs fonctionnels dont les finances, la gestion des installations, les services auxiliaires et les services aux étudiants, ont eu l’occasion d’échanger des idées, d’entendre parler des obstacles auxquels sont confrontés les établissements au Canada et de mieux comprendre les enjeux interdisciplinaires liés aux logements pour étudiants. Les participants se sont penchés sur l’expérience étudiante ainsi que sur les options de financement et les modes de fonctionnement qui existent pour les logements. Les quatre grands enjeux ci-dessous, liés à l’expérience étudiante, ont été cernés et ont fait l’objet de discussions. • Comprendre la valeur qu’ajoutent les logements pour étudiants dans la vie de ces derniers : Le logement s’inscrit dans l’expérience globale de formation, où apprentissage et croissance personnelle se complètent. Les logements pour étudiants contribuent à attirer de meilleurs étudiants et favorisent leur réussite scolaire. En outre, ils offrent une véritable valeur ajoutée par rapport à d’autres options, répondent aux besoins réels des étudiants et ont des retombées économiques positives sur la communauté. • Savoir vendre l’expérience en logements pour étudiants : Ce que les parents recherchent, c’est la sécurité et un coût relatif avantageux, et aussi de voir les besoins de leurs enfants comblés. En revanche, les étudiants sont souvent davantage à l’écoute de leurs désirs, perçus ou réels, liés à leur sentiment d’autonomie. Les établissements doivent aider les jeunes à comprendre leurs besoins concrets et la véritable valeur que représentent les logements pour étudiants. • Types de logement – avantages et inconvénients : Les établissements doivent faire connaître les atouts de chaque type de logements afin d’aider les étudiants à comprendre que ce qu’ils perçoivent comme des inconvénients (espaces communs, colo- 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. • Full Life-cycle costing: This includes land, capital renewal and replacement costs, and a share of infrastructure. However, this approach to costing may imply letting prices float, which can conflict with affordability for students. • Control over services: Where an institution enters into a partnership or privatization agreement, there is concern about balancing the needs of the school with the needs of the developer. The school needs to maintain control of maintenance and the facility’s condition, since it will be seen as a university facility regardless of who actually owns it, and problems can be damaging to the university’s reputation and image. Quality of student life may seem to be incompatible with a profit-driven model, so choosing the right partner is essential. • Debt capacity: This can also be viewed as a revenue problem. Institutions may find it difficult to service current debt and need to reserve debt capacity for academic priorities, but alternatives to debt appear to be expensive. • Long-term demand: Institutions should plan for residence needs as a part of their overall planning process, and need to use good models for demand prediction. Flexible design of housing space is very important so that if demand shifts, so can the usage of the space. • Affordability for students: Overall cost of living for students must be considered (including meals and loans) and the value of student housing clearly demonstrated. Students will pay for quality, within reason. The cost recovery model for housing should be identified within the context of overall institutional finances. Want to learn more about this hot topic? The workshop presentations and the report ‘Building the Student Experience’ are now available to CAUBO members on our website in the Professional Development section. Why not keep the discussions going? If you participated in the workshop, or if you have questions for those who did, visit the Student Housing Workshop group in CAUBO’s CyberCommunity and start talking! CAUBO is looking for ways to continue to build on the success of this workshop and to provide further learning opportunities around this very popular topic. Member suggestions are welcome. If you require assistance joining the CyberCommunity, please contact Lynne Seguin at [email protected]. 18 UNIVERSITY MANAGER • Summer 2012 Les discussions ont également porté sur les cinq principaux points ci-dessous qui se rapportent aux options et aux approches de financement 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 promoteur. L’établissement doit conserver la mainmise sur l’entretien et l’état des installations, puisque celles-ci seront perçues comme étant associées à l’université, peu importe qui en est le propriétaire réel. Des problèmes associés aux installations peuvent entacher la réputation et l’image de l’université. Comme une vie étudiante de qualité peut sembler incompatible avec un modèle dicté par les profits, il est crucial de choisir le bon partenaire pour un tel projet. • Capacité d’emprunt : Ce point peut également être considéré comme un problème de revenus. Les établissements peuvent déjà avoir du mal à assurer le service de la dette et doivent peutêtre conserver leur capacité d’emprunt pour d’autres priorités plus étroitement liées à l’enseignement, mais les options autres que les emprunts semblent coûteuses. • Demande à long terme : Les établissements devraient prévoir les besoins en logements à même le processus de planification global et doivent recourir à de bons modèles de prévision de la demande. Il est très important que la conception des espaces pour les logements soit flexible pour que l’on puisse adapter ces espaces en cas de fluctuation de la demande. • Moyens financiers des étudiants : Il faut tenir compte du coût de la vie global du point de vue des étudiants (y compris les repas et les prêts) et démontrer clairement la valeur offerte par les logements pour étudiants. Ces derniers acceptent de payer pour la qualité dans des limites raisonnables. Le modèle de recouvrement des coûts utilisé pour ces logements doit être choisi en fonction du contexte global des finances de chaque établissement. Vous souhaitez en apprendre daVantage sur le sujet? Les présentations données pendant l’atelier et le rapport intitulé Building the Student Experience sont maintenant accessibles aux membres de l’ACPAU sur le site Web, dans la section Perfectionnement professionnel. Pourquoi ne pas poursuivre la discussion? Si vous avez participé à l’atelier ou si vous avez des questions à poser à ceux qui y ont assisté, devenez membre du groupe « Student Housing Workshop / Atelier sur les logements pour étudiants » de la CyberCommunauté de l’ACPAU et lancez des discussions! L’ACPAU cherche des moyens de poursuivre sur la lancée de cet atelier qui s’est avéré fructueux et souhaite fournir d’autres occasions d’apprentissage en lien avec ce sujet très chaud. Les suggestions des membres sont les bienvenues. Si vous avez besoin d’aide pour devenir membre de la CyberCommunauté, veuillez communiquer avec Lynne Séguin, [email protected]. Click HERE to return to TABLE OF CONTENTS Risk is part of life. Manage it well. Invesco has the strategies and worldwide institutional investment expertise you need. Get to know Invesco. With professionals on the ground in virtually every major world market, our defined benefit plan solutions go beyond traditional DC offerings to include a broad suite of domestic and global institutional strategies. We offer traditional equities, quantitative equities, fixed income and alternatives, such as absolutereturn strategies, private equity and real estate. And with a dedicated institutional sales and service team in Canada, we tailor the delivery of our products and services to meet the needs of your plan and your jurisdiction, whether through institutional separate accounts, pooled funds or other investment arrangements. Find out more at www.institutional.invesco.ca or call us at 416.324.7442. Invesco and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence. © Invesco Canada Ltd., 2012 AGF InVeSTMenTS Independent. Strong. Focused. What does it take to invest in today’s markets? Investing in today’s markets can be challenging for institutional investors. Since 1957, AGF has been defined by independence, strength and a singular focus on investment management excellence. With more than $20 billion* in institutional assets under management and $47 billion overall,† our clients benefit from: an extensive investment platform a range of investment styles disciplined, research-driven portfolio management teams Together with its subsidiary firm Acuity Investment Management Inc., AGF has been serving the needs of pensions, endowments and foundations for years and is pleased to be a partner at the 2012 CAUBO conference. Contact Michael peck, Senior Vice president, Institutional at 416 865-4253 or visit AGF.com/institutional. TOrOnTO MOnTreAl BOSTOn DUBlIn hOnG kOnG BeIjInG SInGApOre Assets are in CAD and are as of March 31, 2012. *The $20 billion represents institutional assets from all of AGF Management Limited’s investment management businesses. The subsidiaries manage a variety of mandates comprised of equity, fixed income and balanced assets. ® The AGF logo and all associated trademarks are registered trademarks of AGF Management Limited and used under licence. † The Q&P Awards celebrates 25 years! 25e anniversaire du Programme des prix Q et P! 2012 Quality and Productivity Awards Prix de la qualité et de la productivité Sponsored by/Commanditées par : QP Prix de & Awards Where good ideas grow Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS Special rates for CAUBO members Quote BCD # A136100 on your next business or leisure rental. Fastbreak® Service - skip the line and go straight to your vehicle. Enrollment is FREE! where2 ™ GPS Navigation available to rent.* Earn AIR MILES®† reward miles on car and truck rentals in Canada. budget.ca/CAUBO 1 800 268-8900 Book with BCD # A136100 to receive CAUBO discounts. Tarifs préférentiels pour les membres de l’ACPAU Pour vos locations d’affaires ou de loisirs, mentionnez le no BCD A136100. Service Fastbreak® rendez-vous directement à votre véhicule sans attendre en ligne. L'adhésion est GRATUITE! Possibilité de louer un système de navigation GPS where2 ™.* Accumulez des milles de récompense AIR MILESmd† sur la location de voiture ou de camion au Canada. budget.ca/CAUBO 1 800 268-8970 Pour bénéficier du rabais consenti à l’ACPAU, indiquez le no BCD A136100 à la réservation. *At participating locations for an additional fee. © 2012 Budgetcar Inc. All Rights Reserved. ®Budget is a registered trademark licensed to Budgetcar Inc. for use in Canada. ®†/™† Trademarks of AIR MILES International Trading B.V. Used under license by LoyaltyOne, Inc. and Budgetcar Inc. *Aux succursales participantes contre paiement d’un supplément. © 2012 Budgetcar Inc. Tous droits réservés. MDBudget est une marque déposée utilisée sous licence au Canada par Budgetcar Inc. md mc †/ † Marque déposée/de commerce d’AIR MILES International Trading B.V., employée en vertu d’une licence par LoyaltyOne, Inc. et par Budgetcar Inc. NATIONAL FIRST PRIZE (L-R) James Carnemolla, Leemor Fersht, Laura Bunston, Mylene Lafontaine, Caroline Bogner, Eddy Jin, Diana Magnus and Demet Sen. The Negotiable RFP The Negotiable Request for Proposal (NRFP) was first implemented at the University of Toronto in 2010 after its Procurement Services (PS) team developed a flexible process that combines the legal requirement for public tendering with a negotiation step that enables the purchase to be refined to best suit the buyer prior to contract award. The traditional RFP process involved an RFP submission document that set everything in stone early in the project life cycle. Now, with the NRFP, customers and vendors have the flexibility to be actively engaged in the RFP process. Customers can articulate the intricacies of their innovative work within their unique business and their specific requirements, voice challenges and requirements, and update the PS team on project developments. The overhaul of the RFP program touched on every aspect of the RFP process, as well as support material and mechanisms, from its design to its delivery and ongoing PS team support. This was intended to deliver on three main objectives: • to introduce significant flexibility to the RFP process without compromising legal requirements and remaining true to transparency and fairness; • to enhance quality and value to customers by exploring what existing and potential product solutions are available and accessible; and • to put customer-centricity first, by establishing opportunities for collaboration and development of trusted and productive relationships amongst PS, the customer and the vendor. The NRFP provides customers with a toolkit that outlines the competitive procurement process in plain language, using eight clear steps. This makes it easier for customers to make sense of their options, manage expectations, and report to managers on the progress of their procurement projects. Results have far exceeded expectations. One year after implementation, process compliance rose from 50% to 99%, the number of RFPs submitted rose from 70 to 113 (a 60% increase in use of the RFP process), and hard dollar savings generated by the negotiation step in excess of any amounts proposed in the original RFP responses amounted to $1.1 million. Where good ideas grow Click HERE to return to TABLE OF CONTENTS For further information on this project, please contact: Eddy Jin, Director, Procurement Services (416) 978-6300 | [email protected] The Q&P Awards celebrates 25 years! UNIVERSITY MANAGER • Summer 2012 23 Start now. Pay later. Balancing technology timelines with available fiscal funding can be challenging for educational institutions. As a result, universities have found leasing to be the ideal financing tool because it provides flexibility to install equipment when needed and defer payments to suit the operating budget. Macquarie Equipment Finance is a global leader in structuring customized lease financing and asset management solutions for the education community. Through our participation in associations such as CAUBO, we understand the most pressing issues you face. As a result, our value based services make equipment acquisition easier and more affordable. Whether you’re looking to expand your data centre, refresh computer labs, upgrade your network, or ensure data security, Macquarie offers a unique breadth of products and services to get you started now. macquarie.com/mef MACQUARIE EQUIPMENT FINANCE +1 866 606 1429 [email protected] Macquarie Equipment Finance is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia), and its obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542. Macquarie Bank Limited does not guarantee or otherwise provide assurance in respect of the obligations of Macquarie Equipment Finance. NATIONAL SECOND PRIZE (L-R) Melanie Will, Pamela Cant and Allison Roberts. (Missing) Jennifer Porritt Employee Success Factors In 2010, the Human Resources (HR) Department at Wilfrid Laurier University worked closely with a committee of employees to define positive attitudes, behaviours, work styles and interactions that align with Laurier’s mission, vision and values to create a successful organization. The committee sought to answer the question “How do Laurier’s values translate into the way people carry out their everyday work?” Through the work of this group, five Employee Success Factors were created to reflect Laurier’s values and articulate how those values can be demonstrated by staff and faculty. To help explain the Employee Success Factors, the departments of HR and Communications, Public Affairs & Marketing produced a video, framed around each of the five Success Factors, that features interviews with Laurier employees and stakeholders. The launch of the Employee Success Factors took place at the president’s September 2010 Town Hall events in Brantford and Waterloo, where the Success Factors video shared stories and perspectives from faculty, staff, students and other stakeholders about their positive experiences as part of the Laurier community. Over the past two years, the Success Factors have provided the foundation for HR programming and have been integrated into learning and development programs, including the first annual staff development day, Laurier’s recruitment processes, and their performance assessment and merit programs. In the upcoming year, the Success Factors will form the basis of Laurier’s employee recognition and leadership development programs. This initiative has had a significant impact in changing the focus from a purely results-based performance management and pay-for-performance system to one that integrates results with demonstrated leadership and personal competencies. Merit awards are now based on a combination of results and demonstrated competencies, which sends a clear message about the value placed on these behaviours at Laurier. This is a significant cultural shift from the previous performance management system, and has encouraged managers and staff to set personal development goals aligned with the Success Factors. Where good ideas grow Click HERE to return to TABLE OF CONTENTS For further information on this project, please contact: Pamela Cant, Acting AVP Human Resources (Director Total Compensation) (519) 884-0710 - ext 4880 | [email protected] The Q&P Awards celebrates 25 years! UNIVERSITY MANAGER • Summer 2012 25 HOW DO YOU TAKE YOURS? COMMENT LE PRENEZ-VOUS? Just like your morning coffee, you want your pension and retirement savings plans your way. And your administration needs everything custom brewed to meet your unique requirements. Tout comme votre café du matin, vous voulez que vos régimes de retraite et d'épargne-retraite soient à votre goût. Et, sur le plan administratif, vous avez besoin que le tout soit personnalisé afin de répondre à vos exigences particulières. No matter how your plan is designed – or the range of challenges you face – we have the expertise, creativity and experience to make life brighter for you and your plan members. Let’s grab a coffee and chat: Randy Colwell, Regional Vice-President, 1-877-266-3563, ext. 4766. Life’s brighter under the sun Quels que soient la structure de votre régime ou les défis auxquels vous avez à faire face, nous avons l'expertise, la créativité et l'expérience nécessaires pour vous offrir, à vous et aux participants de votre régime, une vie plus radieuse sous le soleil. Prenons un café et parlons ensemble : Randy Colwell, vice-président régional, 1-877-266-3563, poste 4766. La vie est plus radieuse sous le soleil www.sunlife.ca NATIONAL THIRD PRIZE (Front L-R) Francois Grenier, Sue Reali, Daniel Faucher, Jim Nicell and Ryan Ortiz. (Back L-R) Gary Bernstein, Stephan Lengacher, Ante Rokov, Cara Piperni and Richard London. (Missing) Jacek Slaboszewicz uPrint: a Unified and Sustainable Campus Cloud Print Solution Traditional campus approaches to printing, copying, scanning and faxing rely on a multitude of devices, which often result in administrative, financial, operational and sustainability inefficiencies. McGill University has implemented an innovative project called uPrint, which reduces inefficiencies and costs, while simultaneously improving the user experience and reducing the carbon footprint. uPrint significantly improves on past practices through the implementation of a single fleet of multifunctional devices governed by central policies, and through the use of a high degree of automation for such services as IT Service Desk support, departmental and student billing, device policy setting, procurement and replenishment of supplies. McGill staff and students now print jobs to the ‘cloud’ from any on- or off-campus location. No particular printer needs to be identified. Jobs are released from the cloud at a later time by the user waving a McGill ID card close to the RF reader on any networked campus printer. Access to other functionality, such as copying, faxing and scanning, is accomplished using the same authentication process. Printing and copying costs are the same everywhere, and users receive immediate feedback on the cost of their print jobs. In this cashless system, all charges are automati- cally posted to the student’s account or to the staff member’s cost centre. Prepaid convenience cards associated with a cost centre are available for visiting professors and contractors. Both sustainability and security are improved through McGill’s cradle-to-grave agreement with its equipment vendor. All obsolete printers go through a rigorous process of disk wiping and responsible recycling/reuse. All paper is 100% recycled fibre content, and consumption is reduced by printer settings such as default two-sided printing. The ‘store-and-release’ model of printing also reduces paper usage by providing the option to cancel jobs at the printer, and increases security and privacy: print rooms are no longer filled with unclaimed printouts, print jobs are automatically wiped (not just erased) from printer internal disks after printing/ scanning has been completed, and jobs not released after 48 hours are erased from the cloud. Where good ideas grow Click HERE to return to TABLE OF CONTENTS For further information on this project, please contact: Gary Bernstein Director, Network and Communications Services (514) 398-4279 | [email protected] The Q&P Awards celebrates 25 years! UNIVERSITY MANAGER • Summer 2012 27 WESTERN REGIONAL WINNER (L-R) Laura Kennedy, Debbie Anderson, Marion Van Impe, Heather Bennett, Janet Vickers, Donna Hendricks, Cory Didur, Lifang Xiu and Laurie Johnston. (Missing) Richard Florizone Credit Card Acceptance for Tuition Payments In September 2010, the University of Saskatchewan instituted a change in tuition payment options in an effort to balance client service and fiscal responsibility. The university examined several options to reduce the cost of accepting credit cards for tuition payments. The option to pay tuition by credit card was introduced in 2000. In the following 10 years, participation rates increased from 13% to 42%. During the same period, credit card fees increased by about 20%, as new pricing models were introduced by the credit card industry. The overall cost to the university rose to approximately $0.9 million in the 2009-2010 fiscal year. Most Canadian universities no longer accept credit cards for tuition payments, but, based on surveys, analysis and consultation with student groups, the university determined that accepting credit cards provided benefits to both students and the university. In consultation with student unions, they chose to retain this option by implementing a fee to help offset the cost. An extensive consultation carried out prior to determining changes to the policy, including a survey with over 4,000 responses, was critical to client acceptance of the fee, which was met with minimal student or parent backlash when it was implemented. After negotiations with credit card companies, the university was successful in retaining MasterCard with a 1% convenience fee. The negotiation of a convenience fee for credit card transactions is relatively rare in Canada, and resulted in requests that university administrators testify about their experience before the Senate Standing Committee on Banking, Trade and Commerce, as well as a Competition Bureau tribunal. Since the change, about $25 million in MasterCard payments have been processed, evidence that consumers are willing to pay a reasonable fee in order to retain the benefits of credit card use (rewards, cash flow management, etc). The annual cost of accepting credit cards for tuition payment has decreased to less than $200,000 and the university has redirected these cost savings to projects that enhance the student experience. Where good ideas grow 28 UNIVERSITY MANAGER • Summer 2012 For further information on this project, please contact: Marion Van Impe Director Student Accounts & Treasury (306) 966-4604 | [email protected] The Q&P Awards celebrates 25 years! Click HERE to return to TABLE OF CONTENTS ONTARIO REGIONAL WINNER (L-R) Stephanie Chow, Lena Krten, Darquise Valenzuela, John Lammey, Erin Bartlett, Christiane Ravary and Rema Boushey. Educational Placement Risk Management When students undertake educational placements, they enter into a relationship of trust with a placement agency and often work with vulnerable populations (children, the elderly, medical patients). The University of Ottawa (U of O) undertakes risk management activities to ensure that this trust is respected and that both the people students work with and the students themselves are protected. These activities include proactive risk reduction measures such as immunizations, police checks and non-academic training requirements, and reactive risk mitigation measures such as follow-ups with students after a potential communicable disease exposure. These risk management requirements are best practices; however, some are formalized in the placement agreements with the agencies. At the U of O, these risk management activities are conducted by a consolidated team within the Office of Risk Management, comprised of professionals in the fields of risk and contracts, nurses, and a program administrator. The team provides assistance and advice throughout the life cycle of educational placements, including contract development and modification, ensuring students meet all necessary non-academic requirements for their placement, and addressing risk management issues that occur during placements, such as safety issues, communicable disease exposures and contractual issues. In a typical year, approximately 12,000 students undergo proactive risk management measures through this team, an increase from 7,000 at the start of the program, without additional resources. Historically, these activities were conducted in an ad hoc fashion within each faculty. By consolidating these activities into one team and working in partnership with the faculties, support to students is increased, privacy of information is safeguarded, a high level of consistency is achieved across the university, and liability to the university is reduced by ensuring full compliance with requirements. Compliance rates with risk management requirements for students entering educational placements have increased to effectively 100% within the first three years of this program. Where good ideas grow Click HERE to return to TABLE OF CONTENTS For further information on this project, please contact: John Lammey Associate Director, Risk and Insurance (613) 562-5892 | [email protected] The Q&P Awards celebrates 25 years! UNIVERSITY MANAGER • Summer 2012 29 QUEBEC REGIONAL WINNER (L-R) Qiong Huang, Ali Jannatpour, Tuan Mai, Bradley Tucker, Andie Zeliger, Ghada Al-Araj, Serge Bergeron, Tai-Thien Luong and Yu Ding. (Missing) Alex Aragona Concordia’s Faculty Resource Information System (FRIS) Concordia University has two faculty unions delivering approximately 6,000 course sections annually. The Concordia University Faculty Association (CUFA) has 1,012 full-time faculty members, while the Concordia University Part-time Faculty Association (CUPFA) has 1,117 members, consisting of short-term contractual faculty who are appointed on a per-course basis. Concordia’s full-time faculty workload and part-time faculty course assignments have historically been managed at the faculty level, with varying results. About five years ago, the university decided to make a change. Concordia’s new Faculty Resource Information System (FRIS) went live on February 1, 2011, and is now the focal point for workload assignment (including research, teaching and service) for full-time faculty members, as well as course assignment (including the processes of creating job postings, submitting applications, confirming recommendations, producing contracts) and processing payments electronically for over 2,500 per-course appointments. In its first year of operation, the FRIS has helped to simplify methods by which the university meets collective agreement requirements, automated per-course hiring processes, eliminated manual re-entry of 100,000 data elements, and provided academic units and the Provost’s Office with clear and live information about the deployment of academic resources. • Unit representatives can now pick courses from a ‘live’ menu drawn straight from the Student Information System, and post them with just a few clicks. • The faculty offices and the school can, at all times, see how many courses their units are offering, and monitor progress from start to finish. • The payroll unit now receives electronic payment requests and uploads the information into the Human Resource Information System. Members are paid in a timely manner, and the risk of error is greatly reduced. The FRIS has had a major impact on Concordia. It has helped to centralize remuneration issues, has increased efficiency and effectiveness, and has improved administrative processes beyond the FRIS and outside the academic sector. The FRIS has also provided academic and administrative units across the university with an opportunity to work in unison. Where good ideas grow 30 UNIVERSITY MANAGER • Summer 2012 For further information on this project, please contact: Serge Bergeron Associate Vice-President, Academic Operations (514) 848-2424 x2099 | [email protected] The Q&P Awards celebrates 25 years! Click HERE to return to TABLE OF CONTENTS ATLANTIC REGIONAL WINNER (Front L-R) Margaret Murphy, Lorraine Helson, Gabrielle Morrison, Alwyn Gomez and Marie DeYoung. (Back L-R) Tom Crowell, Dave Crawford, John Hussey, Perry Sisk, Paul Dixon and Don MacDonald. Student Preferred Email Implementation A search for a replacement for the aging student email system provided Saint Mary's University (SMU) with an opportunity to ask the question “Why do we provide email to students?” Thirty years ago, when SMU started providing email, it was a novel technology that few organizations possessed. Since then, commercial email providers have become common and provide a higher level of service than any institution could hope to provide. Students now arrive with several email addresses, have shifted their communication away from email to social media, and use email only when required. They no longer view university-provided email as a value-added feature. Providing a SMU email address was thought to improve, or at least provide control over, communication with students, and instil a sense of pride in the institution that would extend beyond graduation through alumni use of the SMU address. Upon investigation, it was found that the SMU email address actually inhibited communication with students and alumni. Students seldom checked their SMU email box, so faculty and staff frequently had messages returned because students' mailboxes were over quota. Research showed that the vast majority of graduates abandoned the SMU address upon graduation and the Alumni Department had to expend extra effort to maintain contact. Therefore, in October of 2010, Saint Mary’s began asking students to provide the school administration with their preferred email address. This approach has dramatically improved communication between students, faculty, alumni and staff. Response times from students can now be measured in minutes or hours rather than days or weeks, and there is no longer a need to follow-up on failed messages or to try reaching students by other methods, as students monitor their email accounts with their mobile devices almost continuously and respond promptly. Where good ideas grow Click HERE to return to TABLE OF CONTENTS For further information on this project, please contact: Perry Sisk Director, Information Technology Systems and Support (902) 420-5474 | [email protected] The Q&P Awards celebrates 25 years! UNIVERSITY MANAGER • Summer 2012 31 HONOURABLE MENTIONS The City Farm – Edible Landscaping Initiative In the fall of 2009, Concordia University’s downtown property manager challenged members of the Sustainable Concordia Greenhouse to undertake some of the landscaping services that were being contracted out. At the time, the Greenhouse was looking for outside spaces in which to practice horticultural skills and to promote a movement towards growing food in the city. In the first year, Greenhouse members planted 320 square feet in containers at the busiest intersection of the university campus. They also grew 7,000 seedlings to disseminate for free through the Montreal community garden network and various community organizations. The following year, they grew 10,000 seedlings to disseminate, and, in addition to planting the downtown containers, ripped up a large swath of lawn on the Loyola campus, creating about 3,800 square feet for growing. From this small piece of land, a largely volunteer force grew 183 kilograms of vegetables, mushrooms and herbs which were donated to the Notre-Dame-de-Grace Food Depot. The Greenhouse engaged a wide range of collaborators, from local schools to at-risk youth, students, staff, neighbourhood residents, the food bank, and not-for-profit organizations, to assist with this project. The project is now known as the City Farm School, a rigorous training program in urban horticultural skills. The program has 20 interns enrolled this year and another 1,000 square feet of garden has been added. At no additional cost to (L-R) Jackie Martin, Marcus Lobb and the university, the edible Pat Pietromonaco. landscaping project has produced numerous environmental benefits: helping to reduce the urban heat island effect, decreasing fossil fuel emissions, and contributing to biodiversity in the city. For further information on this project, please contact: Jackie Martin, Sustainable Concordia Greenhouse (514) 848-2424 ext.7351 | [email protected] Delivering on UBC's Climate Action Plan In 2010, The University of British Columbia (UBC) announced its Climate Action Plan (CAP) targets, committing the Vancouver campus to achieve greenhouse gas (GHG) reductions among the most ambitious targets of the world’s top 40 universities. Involving over 200 students, staff and faculty, CAP is the result of a multi-year planning process to identify strategies for reducing GHG emissions in the areas of development and infrastructure, energy supply and management, fleet, commuting, business travel, procurement and food. In CAP’s first two years, UBC made significant progress in achieving its 2015 targets, investing $117 million in energy efficiency and infrastructure projects that will pay back in utility savings: • Completed Phase 1 and began Phase 2 of a steam-to-hot water conversion that will replace 14 km of aging steam system piping infrastructure, reduce emissions by 22%, and save up to $4 million a year in operational and energy costs. • The $27 million Bioenergy Research and Demonstration Project, which will reduce emissions by 9%, is the first commercial-scale demonstration of biomass gasification co-generation in North America. • The Continuous Optimization program is retro-commissioning 72 buildings to reduce emissions in core buildings by 10%. In 2010, GHG emissions for the campus buildings, fleet and paper had decreased 4.5% from 2007 levels and GHG emissions per student decreased by 12.3%. As well as reducing GHG emissions, UBC’s investments in clean energy infrastructure (L-R) Lillian Zaremba, provide opportunities Orion Henderson and Charlene Ponto. for research and industry partnerships. To facilitate best practice knowledge sharing, UBC developed a Planning for Climate Action Case Study, available online, to guide other universities and public institutions. Where good ideas grow 32 UNIVERSITY MANAGER • Summer 2012 For further information on this project, please contact: Orion Henderson (604) 822-9309 | [email protected] The Q&P Awards celebrates 25 years! Click HERE to return to TABLE OF CONTENTS PREMIER PRIX NATIONAL (G-D) James Carnemolla, Leemor Fersht, Laura Bunston, Mylene Lafontaine, Caroline Bogner, Eddy Jin, Diana Magnus et Demet Sen. L’appel d’offres négociable L’appel d’offres négociable a d’abord été mis en œuvre à la University of Toronto après que l’équipe du Service de l’approvisionnement eut mis au point un processus flexible qui combinait, d’une part, les exigences juridiques concernant les appels d’offres et, d’autre part, une étape de négociation permettant de peaufiner l’achat de manière à répondre le mieux possible aux besoins de l’acheteur avant d’octroyer le contrat. Selon le processus d’appel d’offres traditionnel, on diffusait un document dans lequel tous les paramètres sont coulés dans le béton dès les premières étapes du cycle du projet. Selon la nouvelle formule d’appel d’offres négociable, les clients et les fournisseurs ont la possibilité de participer activement au processus. Les clients peuvent faire ressortir les subtilités de leur travail novateur dans le contexte de leur secteur d’activité particulier et leurs besoins spécifiques. Ils peuvent exprimer les difficultés qu’ils éprouvent et expliquer leurs exigences. De même, ils peuvent tenir l’équipe du Service de l’approvisionnement au courant de l’évolution du projet. Le remaniement a porté sur tous les aspects du processus d’appel d’offres ainsi que sur la documentation et les mécanismes connexes, de la conception à la livraison et au soutien assuré en continu par l’équipe du Service de l’approvisionnement. Cette démarche visait trois objectifs : • rendre le processus d’appel d’offres souple sans compromettre les exigences juridiques tout en préservant les principes de transparence et d’équité; • rehausser la qualité et ajouter de la valeur du point de vue des Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS clients en explorant des solutions fondées sur des produits existants ou potentiels qui sont accessibles; • placer le client au centre des préoccupations, en créant des occasions de collaboration et en tissant des relations productives axées sur la confiance entre le Service de l’approvisionnement, le client et le fournisseur. Dans le cadre du processus d’appel d’offres négociable, les clients reçoivent une trousse d’outils décrivant le processus d’approvisionnement concurrentiel à l’aide de termes simples et divisé en huit étapes claires. Ainsi, il est plus facile pour les clients de bien comprendre leurs options, de gérer les attentes et de présenter des rapports aux gestionnaires quant à l’avancement des projets. Les résultats ont largement dépassé les attentes. En effet, un an après la mise en œuvre du nouveau processus, le respect du processus d’appel d’offres avait grimpé de 50 % à 99 %, le nombre d’appels d’offres était passé de 70 à 113 (une hausse de 60 % dans l’utilisation du processus d’appel d’offres) et les économies chiffrables générées par l’étape de négociation et s’ajoutant à tout montant proposé dans les offres de départ s’élevaient à $1,1 million de dollars. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Eddy Jin, directeur, Service de l’approvisionnement 416-978-6300 | [email protected] 25e anniversaire du Programme des prix Q et P! UNIVERSITY MANAGER • Summer 2012 33 DEUXIÈME PRIX NATIONAL (G-D) Melanie Will, Pamela Cant et Allison Roberts. (Absent de cette photo) Jennifer Porritt Facteurs de réussite des employés En 2010, le Service des ressources humaines (RH) de la Wilfrid Laurier University a travaillé étroitement avec un comité d’employés afin de définir des attitudes, interactions, comportements et styles de travail positifs qui s’harmonisent à la mission, à la vision et aux valeurs de l’Université afin de créer une organisation florissante. Le comité cherchait à répondre à la question « Comment les valeurs de Laurier se traduisent-elles dans la façon dont les gens s’acquittent de leurs tâches au jour le jour? » Les travaux de ce groupe ont mené à la définition de cinq facteurs de réussite des employés qui reflètent les valeurs de l’établissement et expriment comment celles-ci peuvent être véhiculées par le personnel et le corps professoral. Pour aider à expliquer les facteurs de réussite des employés, le département des RH et celui des Communications, des affaires publiques et du marketing ont produit une vidéo dans laquelle on présente les cinq facteurs de réussite à l’aide d’entrevues avec des employés et d’autres interlocuteurs de la communauté universitaire. Le lancement des facteurs de réussite des employés a eu lieu en septembre 2010, à l’occasion des rencontres du recteur sur les campus de Brantford et de Waterloo. Dans la vidéo, des professeurs, des membres du personnel, des étudiants et d’autres intervenants témoignaient de leur expérience positive au sein de la communauté de Laurier. Ces deux dernières années, les facteurs de réussite ont servi de pierre d’assise à la programmation des RH et ont été intégrés à divers programmes de formation et de perfectionnement, Pour faire germer les bonnes idées 34 UNIVERSITY MANAGER • Summer 2012 notamment à la toute première journée annuelle de formation du personnel ainsi qu’aux programmes d’évaluation du rendement et du mérite. Au cours de la prochaine année, les facteurs de réussite constitueront les fondements des programmes de reconnaissance et de développement du leadership de l’établissement. Cette initiative a eu des répercussions importantes en ce qu’elle a transformé le système de gestion du rendement et de la rémunération, qui reposait strictement sur les résultats et le rendement, en un système qui associe les résultats à des compétences manifestes en leadership et en relations personnelles. Les récompenses au mérite sont désormais attribuées selon une combinaison de résultats et d’aptitudes manifestes. Ainsi, on envoie un message clair quant à la place de choix qu’on accorde aux comportements en question dans l’établissement. Il s’agit d’un changement de culture majeur par rapport à l’ancien système de gestion du rendement et cela a encouragé tant les gestionnaires que le personnel à définir des objectifs de perfectionnement personnel en lien avec les facteurs de réussite. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Pamela Cant, vice-rectrice adjointe aux ressources humaines par intérim (directrice de la rémunération globale) 519-884-0710, poste 4880 | [email protected] 25e anniversaire du Programme des prix Q et P! Click HERE to return to TABLE OF CONTENTS TROISIÈME PRIX NATIONAL (G-D En avant) Francois Grenier, Sue Reali, Daniel Faucher, Jim Nicell et Ryan Ortiz. (G-D En arrière) Gary Bernstein, Stephan Lengacher, Ante Rokov, Cara Piperni et Richard London. (Absent de cette photo) Jacek Slaboszewicz uPrint : une solution d’impression unifiée et durable faisant appel à l’infonuagique Les approches traditionnelles à l’impression, à la photocopie, à la numérisation et à la télécopie reposent sur une multitude d’appareils qui, souvent, s’avèrent inefficaces sur les plans de l’administration, des finances, du fonctionnement et du développement durable. L’Université McGill a mis en œuvre un projet novateur appelé uPrint, qui permet de réduire le gaspillage et les coûts, tout en améliorant l’expérience utilisateur et réduisant l’empreinte carbone. De fait, le service uPrint constitue une amélioration considérable par rapport aux pratiques antérieures grâce au déploiement d’un parc unifié d’appareils multifonctions gérés selon des politiques centrales et à l’automatisation poussée de services tels que le dépannage informatique, la facturation des services utilisés par les départements et les étudiants, la définition de politiques d’utilisation des appareils ainsi que l’approvisionnement et le réapprovisionnement en fournitures. Le personnel et les étudiants de McGill envoient maintenant leurs demandes d’impression dans le « nuage » à partir de n’importe où, sur le campus ou ailleurs. Pas besoin de désigner une imprimante en particulier. L’impression s’enclenche plus tard, lorsque le demandeur passe sa carte d’identité McGill à proximité du lecteur RF associé à une imprimante réseau du campus. L’accès à d’autres fonctions comme la photocopie, la télécopie et la numérisation se fait par le même processus authentification. Les coûts d’impression et de photocopie sont les mêmes partout et les utilisateurs savent immédiatement ce que leurs documents imprimés leur coûtent. Selon ce système de facturation et de paiement électroniques, les frais sont automatiquement imputés Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS au compte de l’étudiant ou au centre de coûts de l’employé. Les professeurs invités et les entrepreneurs peuvent se procurer des cartes prépayées associées à un centre de coûts. L’entente conclue par McGill avec son fournisseur d’équipement apporte des améliorations sur les plans du développement durable et de la sécurité. En effet, toutes les imprimantes désuètes passent par un processus rigoureux de suppression définitive des données, puis sont soit recyclées ou réutilisées de façon responsable. Tout le papier est fait de fibres recyclées à 100 % et la consommation se trouve réduite grâce à l’utilisation de paramètres comme l’impression recto-verso par défaut. Ce modèle d’impression « différée » permet également de réduire la consommation de papier en offrant la possibilité d’annuler une demande à l’imprimante. Par ailleurs, la sécurité et la confidentialité sont accrues de plusieurs façons : les salles d’imprimantes ne sont plus jonchées d’imprimés non réclamés, les demandes sont éliminées automatiquement des disques internes des imprimantes sans laisser de trace (pas seulement supprimées) une fois l’impression ou la numérisation terminée, et toute demande à laquelle on n’a pas donné suite dans les 48 heures est effacée du nuage. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Gary Bernstein directeur, services de réseau et de communications 514-398-4279 | [email protected] 25e anniversaire du Programme des prix Q et P! UNIVERSITY MANAGER • Summer 2012 35 PRIX RÉGIONAL DE L’OUEST (G-D) Laura Kennedy, Debbie Anderson, Marion Van Impe, Heather Bennett, Janet Vickers, Donna Hendricks, Cory Didur, Lifang Xiu et Laurie Johnston. (Absent de cette photo) Richard Florizone Paiement des droits de scolarité par cartes de crédit En septembre 2010, la University of Saskatchewan a instauré un changement dans les options de paiement des droits de scolarité afin de trouver un équilibre entre le service à la clientèle et la responsabilité financière. L’Université a examiné plusieurs options en vue de réduire le coût associé à l’acceptation des cartes de crédits pour le paiement des droits de scolarité. La possibilité de payer les droits de scolarité par carte de crédit a été introduite en 2000. Au cours des 10 années suivantes, l’utilisation de ce mode de paiement a grimpé de 13 % à 42 %. Or, durant la même période, les frais de cartes de crédit ont augmenté d’environ 20 % au fil de l’introduction de nouvelles formules de tarification par les émetteurs de cartes de crédit. Le coût global imputé à l’Université pour ces transactions s’élevait donc à environ 0,9 million de dollars pour l’année financière 2009-2010. La plupart des universités canadiennes n’acceptent plus que les droits de scolarité soient payés par carte de crédit. Toutefois, d’après des sondages, des analyses et des consultations menées auprès de groupes d’étudiants, l’Université arrivait à la conclusion que le paiement des droits de scolarité par cartes de crédits s’avérait avantageux tant pour les étudiants que pour l’Université. Après avoir consulté les associations étudiantes, l’établissement a choisi de maintenir cette option, mais de percevoir un montant pour compenser une partie des coûts. Une vaste consultation a eu lieu avant le changement de politique, notamment un sondage qui a suscité plus de 4 000 réponses. Pour faire germer les bonnes idées 36 UNIVERSITY MANAGER • Summer 2012 Cette étape cruciale a contribué à ce que la clientèle accepte de payer les frais nécessaires et, une fois la nouvelle mesure mise en place, on n’a observé que peu de réticence de la part des étudiants ou des parents. Après avoir négocié avec les sociétés émettrices de cartes de crédit, l’Université a réussi à obtenir auprès de MasterCard des frais de commodité fixés à 1%. La négociation de ce genre d’entente est relativement rare au Canada et des administrateurs de l’Université ont dû témoigner devant le Comité sénatorial permanent des banques et du commerce de même qu’au Tribunal de la concurrence. Depuis le changement, des paiements par cartes de crédit totalisant environ 25 millions de dollars ont été traités, preuve que les consommateurs sont prêts à payer des frais raisonnables pour profiter des avantages que procure ce mode de paiement (récompenses, gestion des liquidités, etc.). Le coût annuel des transactions par cartes de crédit pour le paiement des droits de scolarité a diminué et se chiffre maintenant à moins de 200 000 $. L’Université a redirigé les économies vers des projets destinés à enrichir l’expérience étudiante. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Marion Van Impe, directrice, Comptes étudiants et trésorerie 306-966-4604 | [email protected] 25e anniversaire du Programme des prix Q et P! Click HERE to return to TABLE OF CONTENTS PRIX RÉGIONAL DE L’ONTARIO (G-D) Stephanie Chow, Lena Krten, Darquise Valenzuela, John Lammey, Erin Bartlett, Christiane Ravary et Rema Boushey. Gestion du risque et stages de formation Lorsque les étudiants font des stages, ils établissement une relation de confiance avec l’organisme qui les embauche et souvent ils travaillent auprès de groupes vulnérables (enfants, personnes âgées, patients médicaux). L’Université d’Ottawa entreprend des démarches de gestion de risque pour faire en sorte que cette confiance soit respectée et que les personnes auprès desquelles les étudiants travaillent tout comme les étudiants eux-mêmes soient protégés. Parmi ces démarches, mentionnons des mesures proactives d’atténuation des risques comme la vaccination, la vérification des antécédents judiciaires et certaines exigences de formation non liées au programme d’études. Citons aussi les mesures réactives d’atténuation des risques comme le suivi auprès des étudiants après un risque d’exposition à une maladie contagieuse. Ces exigences en matière de gestion constituent des pratiques exemplaires; toutefois, certaines font officiellement partie intégrante des ententes conclues avec les organismes qui accueillent les stagiaires. À l’Université d’Ottawa, les démarches de gestion du risque sont pilotées par une équipe consolidée qui relève du Bureau de la gestion du risque et qui regroupe des professionnels spécialisés dans les domaines du risque et des contrats, du personnel infirmier et un administrateur de programme. Cette équipe offre assistance et conseils à toutes les étapes des programmes de stages : rédaction et modification des contrats, vérification du respect par les étudiants de toutes les exigences de formation non Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS liées à leur programme d’études et résolution des problèmes qui surviennent pendant les stages, qu’il s’agisse de problèmes de sécurité, de l’exposition à des maladies contagieuses ou de difficultés de nature contractuelle. Au cours d’une année typique, environ 12 000 étudiants sont l’objet de mesures proactives de gestion du risque menées par cette équipe, alors qu’ils étaient 7 000 au démarrage de ce programme, et ce sans ressources supplémentaires. Par le passé, ces démarches se faisaient ponctuellement au sein de chaque faculté. Le fait de consolider les démarches auprès d’une seule équipe et de travailler en partenariat avec les facultés a permis d’accroître le soutien offert aux étudiants, de mieux préserver le caractère confidentiel de l’information et d’atteindre une meilleure uniformité à l’échelle de l’Université. Par ailleurs, les risques auxquels l’établissement s’expose diminuent puisque les exigences sont maintenant tout à fait respectées. De fait, le taux de conformité aux exigences en matière de gestion du risque pour ce qui est des stages cliniques est passé à 100 % à peine trois ans après le lancement de ce programme. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : John Lammey, directeur adjoint, risque et assurance 613-562-5892 | [email protected] 25e anniversaire du Programme des prix Q et P! UNIVERSITY MANAGER • Summer 2012 37 PRIX RÉGIONAL DU QUÉBEC (G-D) Qiong Huang, Ali Jannatpour, Tuan Mai, Bradley Tucker, Andie Zeliger, Ghada Al-Araj, Serge Bergeron, Tai-Thien Luong et Yu Ding. (Absent de cette photo) Alex Aragona Le système d’information sur les ressources professorales de Concordia À l’Université Concordia, il y a deux syndicats de professeurs et leurs membres se répartissent environ 6 000 sections de cours chaque année. L’Association des professeurs de l’Université Concordia (APUC) compte 1 012 professeurs à temps plein, tandis que l’Association des professeures et professeurs à temps partiel de l’Université Concordia (APTPUC) regroupe 1 117 membres, qui ont des contrats de courte durée pour des cours individuels. Par le passé, l’attribution de la charge de travail des professeurs à temps plein et l’attribution des cours aux professeurs à temps partiel de Concordia étaient gérées par les facultés, ce qui donnait des résultats inégaux. Il y a environ cinq ans, l’Université a décidé de changer les choses. Le nouveau système d’information sur les ressources professorales de Concordia (« Faculty Resource Information System », FRIS) est entré en fonction le 1er février 2011 et constitue maintenant le point central pour l’affectation de la charge de travail (ce qui englobe la recherche, l’enseignement et le service) des professeurs à temps plein tout comme pour l’affectation des cours (ce qui regroupe les processus d’affichage des postes, d’envoi des candidatures, de confirmation des recommandations et de préparation des contrats). Le système traite aussi les paiements électroniques versés à plus de 2 500 titulaires de charges de cours. Dès la première année de fonctionnement, le système a permis de simplifier les méthodes employées par l’Université pour respecter les dispositions des conventions collectives et les processus automatisés d’embauche des chargés de cours. Il a également permis d’éliminer la saisie manuelle de 100 000 éléments Pour faire germer les bonnes idées 38 UNIVERSITY MANAGER • Summer 2012 d’information et de fournir aux unités d’enseignement ainsi qu’au vice-rectorat exécutif aux affaires académiques des données claires en temps réel sur le déploiement des ressources professorales. • En quelques clics de souris, les représentants des unités peuvent maintenant choisir des cours dans une liste « active » tirée du système d’information étudiants et les afficher. • Les facultés et l’école de gestion peuvent en tout temps voir combien de cours sont offerts dans leurs diverses unités et assurer un suivi, du début à la fin du processus. • Le service de la paie reçoit maintenant les demandes de paiement par voie électronique et verse l’information dans le système d’information des ressources humaines. Les membres sont ainsi payés rapidement et les risques d’erreurs sont considérablement réduits. Le système FRIS a eu d’importantes répercussions à Concordia. Il a aidé à centraliser les processus liés à la rémunération, a rendu ces derniers plus efficaces et efficients, et a aussi eu pour effet d’améliorer des processus administratifs hors du système FRIS et même hors du secteur de l’enseignement. Enfin, le système FRIS a fourni aux unités d’enseignement et aux unités administratives de toute l’Université une occasion de travailler de concert. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Serge Bergeron Vice-recteur associé aux opérations académiques (514) 848-2424 x2099 | [email protected] 25e anniversaire du Programme des prix Q et P! Click HERE to return to TABLE OF CONTENTS PRIX RÉGIONAL DE L’ATLANTIQUE (G-D En avant) Margaret Murphy, Lorraine Helson, Gabrielle Morrison, Alwyn Gomez et Marie DeYoung. (G-D En arrière) Tom Crowell, Dave Crawford, John Hussey, Perry Sisk, Paul Dixon et Don MacDonald. Courriel au choix des étudiants Le besoin de remplacer le système de courriel à l’intention des étudiants devenu désuet a fourni à la Saint Mary's University (SMU) l’occasion de se poser la question : « Pourquoi offronsnous le service de courriel aux étudiants? » Il y a trente ans, lorsque la SMU a commencé à offrir le courriel, il s’agissait d’une technologie nouvelle dont peu d’organisations étaient dotées. Or, les fournisseurs de services de courriel sont maintenant très répandus et ils offrent un niveau de service supérieur à ce que tout établissement d’enseignement peut se permettre. À leur arrivée à l’université, les étudiants possèdent souvent plusieurs adresses de courriel; parfois, même, leurs communications passent davantage par les médias sociaux et ils n’utilisent le courriel qu’en cas de nécessité. L’adresse courriel fournie par l’université ne représente plus de valeur ajoutée à leurs yeux. L’adresse courriel SMU était sensée améliorer ou du moins contrôler les communications avec les étudiants et ainsi insuffler un sentiment de fierté envers l’établissement qui perdurerait longtemps après la fin des études, puisque les diplômés continueraient d’utiliser leur adresse SMU. Après enquête, il s’est avéré que l’adresse courriel SMU entravait plutôt les communications avec les étudiants et les anciens. Puisque les étudiants consultaient rarement leur courriel à cette adresse, les profes- Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS seurs et le personnel recevaient souvent des messages d’erreurs indiquant que les boîtes de courriel des étudiants dépassaient les limites permises. Des recherches ont ensuite démontré que la majorité des diplômés abandonnaient l’adresse SMU après leurs études et le service des anciens devaient déployer des efforts importants pour maintenir le contact. Par conséquent, en octobre 2010, SMU a commencé à demander aux étudiants d’indiquer à l’administration l’adresse courriel de leur choix. Cette approche a considérablement amélioré les communications entre les étudiants, les professeurs, les anciens et le personnel. Le temps de réponse de la part des étudiants peut maintenant être mesuré en minutes ou en heures plutôt qu’en jours ou en semaines. On n’a plus besoin de faire des suivis en cas de non-livraison des messages ou d’essayer de joindre des étudiants par d’autres moyens puisque les étudiants consultent presque continuellement leurs comptes de courriel à partir de leur appareil mobile et y donnent suite rapidement. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Perry Sisk, directeur, Systèmes et soutien informatiques 902-420-5474 | [email protected] 25e anniversaire du Programme des prix Q et P! UNIVERSITY MANAGER • Summer 2012 39 MENTIONS HONORABLES La ferme urbaine – initiative d’horticulture comestible À l’automne 2009, le chef du service de la gestion des immeubles au campus du centre-ville de l’Université Concordia mettait au défi les membres du projet de la serre de Concordia de se charger d’une partie des services d’aménagement paysager qui étaient confiés à l’externe. À l’époque, les responsables du projet de la serre étaient à la recherche d’espaces à l’extérieur où l’on pourrait mettre en pratique des compétences en horticulture et stimuler le mouvement en faveur de l’agriculture urbaine. La première année, les membres du projet de la serre ont repiqué 30 m2 (320 pi2) de plants dans des bacs à l’intersection la plus achalandée du campus. Ils ont aussi cultivé 7 000 semis horticoles à distribuer gratuitement dans le réseau des jardins collectifs et parmi divers organismes communautaires à Montréal. L’année suivante, ils ont cultivé 10 000 semis à distribuer et, en plus de repiquer des plants dans les bacs du centre-ville, ils ont labouré une large bande de terrain sur le campus Loyola, dégageant environ 353 m2 (3 800 pi2) de terre à cultiver. À partir de cette petite étendue de terre, une équipe composée en grande partie de bénévoles a cultivé 183 kg de légumes, de champignons et de fines herbes, puis en a fait don à la banque alimentaire de Notre-Dame-deGrâce. Les membres du projet de la serre ont recruté un large éventail de collaborateurs provenant du milieu avoisinant qui les ont aidés à réa- liser leur projet : écoles, jeunes à risque, étudiants, employés, résidants du quartier, banque alimentaire et organismes sans but lucratif. Ce projet, que l’on désigne maintenant par l’expression (G-D) Jackie Martin, Marcus Lobb et « école d’agriculture urbaine », Pat Pietromonaco. consiste en un programme de formation rigoureux en techniques d’horticulture urbaine. Le programme compte 20 stagiaires inscrits cette année et une autre section de jardins de 93 m2 (1 000 pi2) s’est ajoutée. Le projet d’horticulture comestible a eu de nombreux bienfaits du point de vue de l’environnement et ce, sans frais supplémentaires pour l’Université : réduction de l’effet d’îlot thermique urbain, diminution des émissions de combustible fossile et contribution à la biodiversité urbaine. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Jackie Martin, Serre de Concordia, Programme de développement durable 514- 848-2424, poste 7351 | [email protected] Le plan d’action climat de la UBC : des résultats concrets En 2010, la UBC a annoncé les objectifs de son plan d’action climat (PAC), s’engageant à ce que son campus de Vancouver réduise ses émissions de gaz à effet de serre (GES) - ces objectifs étant parmi les plus ambitieux des 40 universités les mieux classées dans le monde. Le PAC, auquel participent plus de 200 étudiants, membres du personnel et professeurs, est le résultat d’un processus de planification pluriannuelle visant à définir des stratégies pour réduire les émissions de GES dans les domaines des aménagements et de l’infrastructure, de la gestion et de l’approvisionnement énergétique, du parc automobile, des déplacements quotidiens, des voyages d’affaires, de l’approvisionnement et de l’alimentation. Pendant les deux premières années du PAC, la UBC a fait des progrès marqués vers l’atteinte de ses objectifs de 2015, investissant 117 millions de dollars dans des projets d’efficacité énergétique et d’infrastructure qui permettront d’économiser dans les services publics : • Fin de la Phase 1 et début de la Phase 2 d’un projet de conversion du système de chauffage à la vapeur en système à l’eau chaude, ce qui nécessitera le remplacement de 14 km de tuyauterie vieillissante, réduira les émissions de 22 % et permettra d’économiser jusqu’à 4 millions de dollars par année en coûts énergétiques et opérationnels. • Projet de recherche et démonstration des applications de la biomasse se chiffrant à 27 millions de dollars, qui permettra de réduire les émissions de 9 %. Il s’agit de la première application à l’échelle commerciale du principe de cogénération par gazéi- Pour faire germer les bonnes idées 40 UNIVERSITY MANAGER • Summer 2012 fication de la biomasse en Amérique du Nord. • Programme d’optimisation continue prévoyant le réaménagement de 72 bâtiments pour réduire de 10 % les émissions dans les principaux bâtiments. (G-D) Lillian Zaremba, En 2010, les émissions de GES Orion Henderson et Charlene Ponto. attribuables aux bâtiments sur le campus, au parc automobile et au papier avaient diminué de 4,5 % par rapport à 2007 et les émissions de GES par étudiant avaient diminué de 12,3 %. En plus de contribuer à réduire les émissions de GES, les investissements de la UBC dans l’infrastructure de l’énergie propre fournissent des occasions de recherche et de partenariat industriel. Dans le but de faciliter l’échange de savoir et de pratiques exemplaires, la UBC a élaboré le document Planning for Climate Action Case Study, accessible en ligne, pour guider les autres universités et établissements publics. Pour obtenir plus d’information sur ce projet, veuillez communiquer avec : Orion Henderson 604-822-9309 | [email protected] 25e anniversaire du Programme des prix Q et P! Click HERE to return to TABLE OF CONTENTS Selection Committee/Comité de sélection ONTARIO: SPONSOR/COMMANDITAIRE: Gary Brewer (Chair/président) Vice-President (Finance & Administration)/ vice-recteur (finance et administration) York University Chantal Tourangeau Regional Travel Manager - Eastern Canada/ EAST/EST: SPONSOR/COMMANDITAIRE: Gary Bradshaw Associate Vice President, Administration & Finance/ vice-recteur, administration et finance Memorial University of Newfoundland JD Christman Account Manager/directeur de compte Macquarie Equipment Finance Ltd. QUÉBEC: Michel Jacques Associate Vice-Rector/Adjoint au vice-recteur Université Laval Randy Colwell Regional Vice-President, Group Retirement Services/ Vice-président régional, Régimes collectifs de retraite Sun Life Financial WEST/OUEST: CAUBO/ACPAU: Patricia Hibbitts Vice-President, Finance & Administration/ vice-rectrice, finance et administration Simon Fraser University Nathalie Laporte Executive Director/directrice générale Chef-régional des ventes – Est du Canada Budget Car Rental SPONSOR/COMMANDITAIRE: Learn more online Great ideas at your fingertips… The Q&P program has grown over the years to become a very important source of best practices among Canadian higher education administrators. All Q&P submissions from 2004 onwards can be accessed via a searchable database on our website. You can now search great ideas for innovative practices that can be applied to your institution today. Simply visit our website at www.caubo.ca and click Best Practices. Plus de détails en ligne Idées géniales au bout des doigts… Le programme des prix de la qualité et de la productivité a pris de l’ampleur ces dernières années et est devenu une source très importante de dissémination des pratiques d’excellence parmi les administrateurs du milieu de l’enseignement supérieur au Canada. Tous les dossiers soumis dans le cadre de ce programme depuis 2004 ont été versés dans une base de données pourvue d’un moteur de recherche, accessible à partir du site Web de l’ACPAU. Vous pouvez maintenant effectuer des recherches sur idées géniales pour y trouver des pratiques novatrices pouvant s’appliquer à votre établissement dès aujourd’hui. Il suffit de visiter notre site Web, à l’adresse www.acpau.ca, puis de cliquer sur « Meilleures pratiques ». Where good ideas grow Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS The Q&P Awards celebrates 25 years! 25e anniversaire du Programme des prix Q et P! UNIVERSITY MANAGER • Summer 2012 41 LIST OF SUBMISSIONS Institution/ Établissement Title of Proposal Titre de la proposition Telephone/Email Téléphone/Courriel The University of British Columbia Delivering on UBC’s Climate Action Plan: Achieving greenhouse gas emissions reductions by investing in energy efficiency and alternative energy infrastructure Orion Henderson 604-822-9309 [email protected] The University of British Columbia UBC Thrive: Building Positive Mental Health for All Suzanne Jolly 604-822-8762 [email protected] Concordia University City Farm - Edible Landscaping Initiative Jackie Martin 514-848-2424 x7351 [email protected] Concordia University Concordia’s New Faculty Resource Information System (FRIS) Serge Bergeron 514-848-2424 x2099 [email protected] Concordia University Helping students save money: Launching a textbook rental solution Ken Bissonnette 514-848-2424 x3633 [email protected] McMaster University McMaster Sustainability Internship Program Kate Whalen 905-525-9140 x21575 [email protected] Langara College Website Redesign and Content Management System Implementation Yvonne Ohara 604-323-5014 [email protected] University of Manitoba Energizing and Enabling a Culture of Continuous Improvement at the University of Manitoba Deborah J. McCallum 204-474-9777 [email protected] McGill University uPrint: A unified and sustainable campus cloud print solution Gary Bernstein 514-398-4279 [email protected] McGill University McGill’s Employee Reintegration Program: Stepping Up to the Plate Lynne B. Gervais 514-398-3228 [email protected] McGill University The “No Money Miracle” Catherine Bradley 514-398-6554 [email protected] McGill University The Teaching and Learning Spaces Working Group: A collaborative approach to classroom planning and resource management Cynthia Weston 514-398-6648 [email protected] McGill University Staff-Student Mentoring Program Rosalia Felice 514-398-4990 [email protected] McGill University McGill Food and Dining Services - Leadership Through Partnership Mathieu Laperle 514-398-2641 [email protected] McMaster University Annual Financial Leadership Conferences and Financial Administrators’ Forums Nancy Gray 905-525-9140 x27464 [email protected] McMaster University RFP for End User Computer Hardware, Servers, Storage Products and Services (Collaborative, led by McMaster, including the City of Hamilton & Mohawk College) Angelo DiLettera 905-525-9140 [email protected] Memorial University A Service Continuation Plan That Works Andrew Macdonald 709-864-8700 [email protected] Mount Allison Disaster Recovery Through Cooperation University and St. Thomas University Helmut Becker 506-364-2470 [email protected] Mount Allison University Anthony Frost 506-364-2345 [email protected] Mount Allison University Brand Positioning Project Where good ideas grow 42 Contact Person Personne Ressource UNIVERSITY MANAGER • Summer 2012 The Q&P Awards celebrates 25 years! Click HERE to return to TABLE OF CONTENTS LISTE DES SOUMISSIONS Institution/ Établissement Title of Proposal Titre de la proposition Contact Person Personne Ressource Telephone/Email Téléphone/Courriel University of Ottawa Educational Placement Risk Management John Lammey 613-562-5892 [email protected] Université d’Ottawa Écrire en groupe – retraites d’écriture pour les professeurs d’uOttawa Françoise MoreauJohnson 613-562-5800 x4793 [email protected] University of Ottawa Integrated Enterprise Risk Management John Lammey 613-562-5892 [email protected] Université d’Ottawa Les programmes de mentorat du Centre de leadership scolaire, Université d’Ottawa Françoise MoreauJohnson 613-562-5800 x4793 [email protected] Université du Québec à Montréal UQAM mobile : premier site mobile universitaire au Québec Nathalie Benoit 514-987-3000 x3974 [email protected] University of Regina Print Optimization Project Ray Konecsni 306-585-5497 [email protected] Saint Mary’s University Student Preferred Email Implementation Perry Sisk 902-420-5474 [email protected] University of Saskatchewan Credit Card Acceptance for Tuition Payments Marion Van Impe 306-966-4604 [email protected] University of Toronto The Negotiable RFP in Action at the University of Toronto Eddy Jin 416-978-6300 [email protected] University of Toronto The University of Toronto Sustainability Kiosk – An Interactive Way of Getting the Message Out Ron Swail 416-978-5098 [email protected] University of Victoria University of Victoria Technology Solutions Centre Nav Bassi 250-472-4502 [email protected] University of Victoria Masterful Mentorship Jolie Wist 250-472-5673 [email protected] Western University Western’s Bed Bug Protocol Christopher Bumbacco 519-661-2111 x86614 [email protected] Western University Integrated “Safe Campus” Community Network Elgin Austen 519-661-4010 [email protected] Western University Driving positive change with technology and change management Paul Martin 519-661-2111 x85421 fi[email protected] Wilfrid Laurier University Laurier’s Employee Success Factors Pamela Cant 519-884-0710 x4880 [email protected] Wilfrid Laurier University Problem Oriented Policing Initiative (Fire Alarm Pull Stations) Harry Oldengarm 519-884-1970 [email protected] York University The Emergency Preparedness Plan and Activation of the Emergency Operations Centre Katherine Branton 416-736-5258 [email protected] York University Conquering PCI DSS Compliance Through Collaboration and Invention Laurie Lawson 416-736-5539 [email protected] York University YORKW!SE York University Energy Management Program (EMP) Brad Cochrane 416-736-2100 x 55216 [email protected] Pour faire germer les bonnes idées Click HERE to return to TABLE OF CONTENTS 25e anniversaire du Programme des prix Q et P! UNIVERSITY MANAGER • Summer 2012 43 Keep the good ideas growing in 2013! Continuez de faire germer les bonnes idées en 2013! It is not too early to start thinking about your submission for 2013! Il n’est pas trop tôt pour commencer à penser à votre dossier de candidature pour 2013! For a complete description of Pour obtenir une description the criteria and application complète des critères et du process, and for details processus de mise en candidature, regarding previous submissions ainsi que de l’information sur les and winners, visit our website candidats et lauréats des années at www. caubo.ca or contact passées, consultez notre site Web Alison Larabie Chase at à www.acpau.ca ou communiquez [email protected]. avec Alison Larabie Chase, à l’adresse [email protected]. QP Prix de 44 UNIVERSITY MANAGER • Summer 2012 & Awards Click HERE to return to TABLE OF CONTENTS Whether it’s a seal, shaft or tiny spring, it’s working to keep students’ everyday laundry dependably clean. By bringing Maytag to campus, you’ll get an advanced degree of dependability. In fact, every single component of our MHN30 high-efficiency front-load washer is engineered to deliver the lasting quality that’s made Maytag a powerfully recognized brand name. Students get machines that stay up and running. And with programmable options to increase revenue, plus significant energy savings built right in, you’ll find plenty in the picture to be happy about, too. Visit mclaundry.com for digital brochures, or for more information, visit our website at maytagcommerciallaundry.com or call 800-662-3587. ® Registered Trademark/ TM Trademark of Maytag Properties, LLC or its related companies. © 2012. All rights reserved. EFFECTIVE IMPLEMENTATION OF IT GOVERNANCE: BY TERRY NIKKEL Performance measurement ensures that: • enterprise IT achievement of objectives is tracked, and corrections made when needed; • scorecards, assessment tools, and assurance activities are created to focus on continual improvement; and • performance measures are linked to other focus areas. Value delivery ensures that: • mechanisms are in place to ensure enterprise IT is doing the right things; • UNB is getting full benefit from what IT does – both strategically and financially; and • IT systems and services are designed with, and for, users; maximum utility is obtained from all investments. With these overarching governance objectives clearly articulated and widely supported, the major challenge for IT management is to operationalize them, making them practical and achievable. STR T N DELI T EN V E RY PERFORMANCE ME AS UR EM E IC ALI GNME ATEG NT UE Risk management ensures that: • optimization of enterprise IT security, reliability, performance, and compliance reduces risk; and • enterprise IT is more than reactive – it leads, within the context of a strategic plan, but always evaluates risks M G SK EM RI AG EM ENT RESO URC EM AN A UNIVERSITY MANAGER • Summer 2012 Resource management ensures that: • IT has the right people and tools to do the job; • integrated, economical IT infrastructure is provided; and • new technology is introduced as required, while obsolete systems are updated or replaced. GOVERNANCE MODEL FOCUS AREAS Strategic alignment ensures that: • enterprise IT is aligned with the university's strategic plan; • the IT strategic plan sustains and enables goals and objectives of the university; and • the IT strategic plan is multi-year, with short-, medium-, and long-term goals and objectives. "With these overarching governance objectives clearly articulated and widely supported, the major challenge for IT management is to operationalize them, making them practical and achievable." 46 associated with new or continuing projects and processes. L VA GOVERNANCE MODEL Over the last few years, however, Information Technology Services (ITS) at UNB has worked hard to fulfill its vision to ‘delight users with solutions that work for them’ by adopting an enterprise IT governance model that ensures wide involvement in overseeing IT strategic alignment, value delivery, and risk mitigation. This structure requires participation from a wide variety of stakeholders, from senior executives to students. A committee advises ITS on policies and priorities, and vets enterprise project proposals to assess strategic value. Based on standards and best practices articulated by ITGI (IT Governance Institute), the new IT framework has been developed to provide the enterprise level governance structure for ITS, plus the internal structure that enables effective, efficient operation of the department. AN At 226 years of age, the University of New Brunswick (UNB) is Canada’s oldest public university. Though it possesses a rich and venerable past, UNB has long been – and indeed still is – Canada’s smallest comprehensive university, serving 12,000 students on two campuses through 14 faculties. Paradoxically, while the university displays many signs of its maturity in programming and course development processes, it has been astonishingly slow to incorporate standard modern IT business practices and methodologies. Whether as a result of economic challenges or technological advances, change has been inevitable at UNB, but, as everywhere else, it has not been easily accepted, nor, at times, managed particularly well. Haphazard project execution strategies, few internal controls and risk mitigation plans, and a lack of governance structure to ensure alignment with the enterprise, left IT at UNB struggling to understand and fulfill its role. Click HERE to return to TABLE OF CONTENTS COBIT When ITS began to methodically and objectively review and assess its own internal processes and quality control practices, it quickly became clear that a way had to be found to establish baselines in different process areas upon which we could build and improve. We adopted COBIT (which used to stand for Control Objectives for Information and related Technologies, but is now used simply as a proper name), the standard for IT process management from ISACA, an international organization that certifies individuals in the fields of IT audit, security, governance, and risk control. COBIT covers all major process areas found in IT organizations, from strategic planning, service delivery, and data management, to risk assessment and management, operations, and change management – 37 in all. More importantly, COBIT defines maturity levels that IT organizations use to assess how well developed their own processes are, thus determining where effort must be focused, according to the specific needs and objectives of the unit. By comparing the COBIT maturity levels against its own, the unit can decide if it needs to expend effort improving its maturity level. Most organizations will find that their maturity levels in different process areas vary because every unit has a unique history of prioritization, skills, and resources that have resulted in the current situation. Most importantly, COBIT provides detailed roadmaps guiding users in advancing from one maturity level to another – this is extraordinarily helpful for saving time and effort, and avoiding confusion over what has to be done to reach specific maturity levels. COBIT is intended to be highly flexible to meet the needs of many different kinds of IT units, regardless of sector (i.e., corporate, nonprofit, higher education, NGO, etc.). To ensure that COBIT is used effectively, ITS at UNB has created a unique position to assess all of its processes and methodologies according to the COBIT maturity levels. The Director of Quality Assurance and Process Management performs process maturity assessments, in consultation with unit management, and recommends what prioritization will be given to different processes, according to organization needs, and maps out the paths to improvement. The role also fosters fundamental cultural changes in ITS staff work attitudes Click HERE to return to TABLE OF CONTENTS "Appropriate governance, coupled with practical tools and methodologies, has transformed ITS at UNB into an effective unit that does not merely react to institutional demands, but rather shapes those demands." and behaviours. This is accomplished through leadership strategic thinking; human relationship skills and emotional intelligence are critical to the job. The role has cross-unit authority to ensure compliance with standards, activities, processes and procedures defined through the maturity assessment and prioritization process, and has comparable scope and authority to other IT Directors. Continuous improvement is a key method for managing quality. Management ensures that every process and service has a definition of what quality is – according to its purpose and priority – and includes appropriate measures and resources to periodically review the process or service for improvement. For example, as part of the wrap-up of every ITS project, a review is conducted to identify areas of success and lessons learned. Managers are accountable to ensure these reviews take place and that the information obtained is captured and a process is in place to ensure that it is readily available for use in future projects. Appropriate governance, coupled with practical tools and methodologies, has transformed ITS at UNB into an effective unit that does not merely react to institutional demands, but rather shapes those demands through leadership and technical expertise, and expects the university to hold its IT assets accountable for delivering value according to strategic direction and planning. Sound assessment practices, made possible by the COBIT framework, along with portfolio and project management methodologies, ensure that the unit understands its strengths and is able to build on them, and recognizes its weaknesses and is able to correct them. ITS is well equipped to fulfill its commitment to ‘delight users with solutions that work for them.’ ABOUT THE AUTHOR Terry Nikkel ([email protected]) is Associate Vice-President, Integrated Technology Services and CIO at UNB. He earned an MLIS at the University of Western Ontario, and an MBA at Dalhousie. He is also a PMIcertified Project Management Professional, and has obtained the CGEIT (Certified in the Governance of Enterprise IT) credential from ISACA. Servicing universities and colleges in office furniture solutions Solutions en aménagement de bureau pour les universités et les collèges T 418.833.0047 F 418.830.0081 [email protected] UNIVERSITY MANAGER • Summer 2012 47 Dormitories FOR GROWN-UPS. CHOOSE FROM THREE EDMONTON HOTELS LOCATED CONVENIENTLY CLOSE TO CAMPUS. Explore trendy Whyte Avenue from Metterra and Varscona — both are just minutes away from the University of Alberta. Or stay at Matrix, in the heart of cosmopolitan downtown and only four blocks from Enterprise Square. All three are within walking distance of Edmonton’s best shopping, restaurant and entertainment destinations. Why let students have all the fun? Call 866 465 8150 for reservations. 10454 - 82 Avenue metterra.com 8208 - 106 Street varscona.com 10640 - 100 Avenue matrixedmonton.com METTERRA HOTEL VARSCONA HOTEL MATRIX HOTEL Vancouver | Winnipeg | Toronto | Montreal | Quebec City | Halifax | Barbados | Jamaica Navigating in a world of risk? Navigating pension, benefit and post-retirement plan risks grows more complex each day. Our consultants provide effective solutions that mean your programs not only survive, but can soar to new heights. www.eckler.ca A MEMBER OF ABELICA GLOBAL Retirement & actuarial Group benefits Communication & change management Investment consulting Technology solutions Administration State of mind Addressing mental health issues on university campuses By Christine Hanlon NOTE: The French version of this article is available on the CAUBO website at www.caubo.ca/content/university-manager-2012. Today’s environment University leaders are actively addressing the issue of mental health on campuses across Canada. No longer seen as simply a question of crisis management, mental health issues are being approached in more proactive and systematic ways, as universities increasingly appreciate the advantages of prevention over reaction. “We are exploring what we need as a sector to deal with mental health issues in the post-secondary setting,” says Dr. Su-Ting Teo, Director of Student Health and Wellness at Ryerson University. Dr. Teo is co-chair of a working group on mental health for the Canadian Association of College and University Student Services (CACUSS), one of several inter-institutional organizations focusing on the issue. The key is to identify best practices and then put into action strategies and plans that work best for an individual institution and its specific circumstances. But, why has this issue now become an important preoccupation for Canadian universities? “Often, it takes an event or Click HERE to return to TABLE OF CONTENTS crisis to push it to the next level of priority,” says Robert Campbell, President at Mount Allison University and chair of the Association of Universities and Colleges in Canada (AUCC) Working Group on Campus Mental Health, created following a December 2011 AUCC workshop on this issue for university leaders. “All universities have experienced cases of student suicides or self-harm; but a larger community took note when a deeply respected institution such as Queen’s experienced a series of such incidents in a highly publicized way.” A tragic spate of suicides at several institutions only partly explains why university leaders are now making a point of tackling this issue. An even more powerful impetus has been the societal trend towards de-stigmatization and open discussion. Recent developments include the creation of the Mental Health Commission of Canada (MHCC) and the ongoing development of a national Mental Health Strategy for Canada, one of the key responsibilities given to the Commission when it was established in 2007. The reality is that 20% of Canadians will suffer from mental illness at one point in their lifetime. According to Statistics Canada, youth aged 15 to 24 – hence mostly university students – are the most likely group to suffer the effects of mental illnesses, substance dependencies and suicide. “The prediction is that, by 2020, mental health issues are going to be the leading cause of disability at Canadian universities,” says David Turpin, President at the University of Victoria. In fact, at universities, the recent push to address mental health very much resembles previous experiences addressing the needs of students with disabilities. “We are more aware, so it seems that the incidence of mental illness is going up,” notes Campbell. “Twenty years ago, most people did not have a good conception of depression or the words to describe it. There are also far more students arriving on campus and presenting themselves with their conditions.” At the same time, it does seem that today’s students may be facing more UNIVERSITY MANAGER • Summer 2012 51 pressure than those before them. Despite lack of quantitative data to indicate a trend – the first Statistics Canada survey on mental health was completed in 2001 – anecdotal evidence suggests that today’s students experience more stress due to higher levels of debt, fewer job prospects upon graduation, higher expectations for student success, and less preparation for independent living. “I am not sure that we have all we need in place to deal with this situation,” says Daniel Woolf, Principal and ViceChancellor at Queen’s University. “We are in the teaching and research business, not primarily in the mental health business.” Nonetheless, notes Campbell, over the years, universities have experienced a certain level of responsibility creep in regard to mental health. inaction on the issue of mental health. At the least, failure to provide an environment that supports mental health can lead to low rates of student success. At the other extreme, lack of a mental health framework can contribute to crises such as student suicides. Both are damaging to institutional reputation. Lack of action also presents risks to the health, well-being and safety of the entire university community. Acting comes with risks as well. “It is important to look at risk strategically so that when universities do take action people understand why and in what context,” says Pari Johnston, Director, Member Relations at AUCC. Carleton University enunciates this principle in its Student Mental Health Framework: “Developing policies and procedures based on best practices and "The best they can do is to create a healthy environment and encourage people to come forward so that schools can provide, within their already constrained budgets, as much care as they can before handing off responsibility to the health care system." On the other hand, mental health is inextricably tied to a university’s mission of student success. Studies have shown that depression is a significant predictor of a lower grade point average (GPA) and a higher probability of dropping out. Woolf agrees that universities are not “rigged to be fundamentally an agency that looks after health issues.” The best they can do, he explains, is to create a healthy environment and encourage people to come forward so that schools can provide, within their already constrained budgets, as much care as they can before handing off responsibility to the health care system. To act, or not to act In its document A Guide and Checklist for Presidents, AUCC urges universities to define their “roles and responsibilities within the continuum of possible actions” and “define, communicate and establish appropriate expectations.” The checklist also recommends defining and assessing the risks represented both by action and 52 UNIVERSITY MANAGER • Summer 2012 ensuring they are applied consistently will mitigate the risks of possible legal liability associated with providing support and responding to students in distress.” In addition, although from a legal perspective the university is not held to the same provision of service standard as medical facilities, members of the university who belong to certain professional groups may be held accountable by their accrediting bodies when responding to mental health issues. Failure to communicate the availability of services or how to access them can be a risk as well. “The greatest risk is that members of our community feel that they have to deal with a mental health issue on their own,” says Woolf. At the same time, the stigma of mental health can prevent individuals from seeking help even when resources and access are available. “We need to ensure students not only know what services are available but also that, if they access them, their academic careers are not going to be in jeopardy,” says Queen’s Professor Heather Stuart, an MHCC consultant on the issue of stigma. “That message has to be consistent at every level.” University presidents play an essential role in reducing stigma by championing the issue at their respective institutions. “I think the first role of senior administration is to become educated on the issues,” says Michael Goldbloom, Principal at Bishop’s University. “We then have a responsibility to create a context in which issues of mental health can be discussed in an open and constructive way.” He adds that senior leadership, including the Senate and the Board, needs to make the issue a priority, setting strategic goals and allocating financial resources accordingly. It is their responsibility to raise universal campus awareness of the issue. “There may be times when we may need the Board to help in terms of developing partnerships with government,” notes Campbell. The president and other senior administrators should use every opportunity, both off and on campus, to raise this issue, including during staff and student orientation. Stuart points out that policies and practices tend to be reactive rather than proactive. They need to go beyond responding. “We could throw money at this issue and triple our number of counselors and that still would not deal with the issue,” agrees Woolf. “I think we have to focus much more on the prevention and environment side.” Best practices At the University of Alberta (U of A), Dean of Students Frank Robinson points to the importance of promoting a work/ life balance and creating “lifelines” among members of the university community through a healthy social support system of groups, clubs, activities and events. For instance, for the U of A’s Worlds Largest Dodgeball Game, the university makes a point of involving international students, a segment most vulnerable to isolation and anxiety. (High expectations from home, lack of community support and language barriers are all obstacles to international students seeking and receiving help.) Meanwhile, annual events such as Mental Health Awareness week at McMaster University and UBC Vancouver Thrive at the University of British Columbia promote positive mental health for all campus members through everything from healthy food choices, physical activity and inclusion. Click HERE to return to TABLE OF CONTENTS In its description of Thrive, UBC Vancouver notes that mental health “comes from a community, not just from a counselor’s office.” “It is the responsibility of the entire community,” agrees Goldbloom. Stuart points out that many universities are developing cross-functional mental health task groups that are looking at developing mental health strategies for the entire institution. Both development and responsibilities must be shared not only by health and counseling services, but also by student affairs, security and academic leadership. In fact, Queen’s has undertaken a top-to-bottom review, via a Principal’s Commission, of what the university is doing regarding mental health. An assessment, says Woolf, is the first step to identifying gaps and opportunities across the entire institution. “The goal is to have a comprehensive strategy,” agrees Dr. Teo. “Historically, if they are addressing the issue at all, insti- The first level of intervention is aimed at supporting mental health and wellbeing for all students. One objective at this level is to review, revise and develop policies and practices that support student mental health and well-being. For instance, key policies identifi ed in the UBC Vancouver ’s Mental Health and Well-being Strategy include Academic Accommodations for Students with Disabilities (including mental health) and Response to At-Risk Behaviour (including threat of harm to self). McMaster University is currently refining its Student Code of Conduct to include the voluntary/involuntary withdrawal policies described in the discussion paper on Mental Health Protocols commissioned by the Council of Ontario Universities’ (COU) Mental Health Subcommittee. After consulting this same document, The University of Guelph recently reviewed a number of its policies. Among the recom- W st ith lik ude su o ely n pp ac ptim to t is m ort, ad u re o em m tu re ic we rn t pe lln o rfo es rm s an an d ce . C su onn p re p ec so or tio ur t a n ce n to s. d N co ot ch urs inte oi es re ce . Q st of ue ed Fa fa st in i fir ls cu io st th lty ns te re . rm e o Fe ff . fro els ive m de co ot pr ur he es se rs sed si . n an d On w ith o a dr m ngo cad aw co ay r ing em s m nti eb su ic p n o a p r fo y b ue un p o b r o e s d or a ne as to . If t, s tio ye ked de th tud n. W ar. t clin e s en it o lea e, t tude t h ve hey nt UB C Fa ex llin te g ns be io hi n nd Fa on , ils as ask fir sig s f st m nm or id en -te t. rm ex am . Earlier support to get back on track B ho egin pe s t le o ss fe el . WELLNESS & ACADEMIC PERFORMANCE St fe art el o in f t g er go m od , . EARLY ALERT tutions are addressing it in a piecemeal way. Instead, there needs to be a preventative, systematic approach.” She notes that all staff, faculty and students need to be involved. Furthermore, the framework adopted by the institution must include an integrated, coordinated approach for dealing with mental health throughout campus. This is exactly the approach espoused by UBC Vancouver’s Mental Health and Well-being strategy, recognized by many universities as a repository of best practices by organizations such as the Ontario Committee on Student Affairs (OCSA) and emulated by several institutions, including Carleton University and the University of Guelph. Both proactive and comprehensive, the Mental Health and Well-being Strategy is divided into levels of intervention, providing a useful template for discussing best practices in numerous strategic areas, both within and beyond the program. Time and resources to rebound Time and resources to rebound TIME WHY EARLY ALERT? University is a time of excitement, growth and learning. It can also be a time of transition as students face new responsibilities and challenges. Occasionally, students may face difficulties that put their academic and personal success at risk. When difficulties arise, UBC students deserve to have the support of a caring community to help get them back on track. With Early Alert, academic, financial or mental health concerns can be identified sooner and in a coordinated way. By reaching out to students earlier and connecting them to the right resources and support, students can overcome difficulties before they become overwhelming. Chris Sulymka, Early Alert Plan (University of British Columbia, Vancouver Campus, 2012) 54 UNIVERSITY MANAGER • Summer 2012 Click HERE to return to TABLE OF CONTENTS mendations were establishing guidelines for requesting that a student undergo a psychiatric or psychological assessment. In addition, Guelph is in the process of striking a Task Force (comprised of the Associate Vice President Academic, the Associate Vice-President Student Affairs and members of the faculty and Student Services staff) to review its policies and procedures so as to align these with the institution’s goals related to wellness. As noted by Brenda Whiteside, Associate V.P. Student Affairs, the goal is to focus on wellness rather than mental health, as programs that focus on the overall health and wellness of students will benefit everyone, not just those who may experience mental health challenges. “It is the universal design approach,” says Whiteside. Many universities are also reviewing their protocols around exam scheduling and requirements for medical documentation. As a part of its Student Mental Health Framework – seen as a best practice for how to address mental health concerns at universities – Carleton clarified policies and added new protocols both to mitigate risk and to enhance the university’s broad program on healthy living. Policy changes are part of broader initiatives to create a supportive environment. UBC’s Mental Health and Wellbeing Strategy includes creating physical spaces to foster connections among students – as well as with the university – and launching other initiatives associated with a proactive approach. “We are creating collegia, dedicated spaces to which communities of students can belong, something which is particularly important for students commuting to campus each day,” says Janet Teasdale, Senior Director for Student Development and Services at UBC Vancouver. Besides fostering “small communities” (societies, clubs, online forums, etc.) that are so important to a proactive approach, UBC Vancouver also enhanced student advising. Its mandate now includes not only the enhancement of student coping and life skills, but also the early identification of mental health issues. Increasing awareness and self-management skills is the first level of meeting the needs of all students, including those who want and need skill development. Awareness campaigns and online self-assessment resources such as Mental Health 101 are useful tools at this level. The next level of action – the early Click HERE to return to TABLE OF CONTENTS identification of students needing assistance, consistent recording of mental health issues, and timely connection to resources and service – is one of the most important best practices of a campus mental health strategy. “If you can focus on outreach in the early stages, then those crises we hear about once in a while in the media can potentially be averted,” says Johnston. But, in order for staff and faculty – and eventually even students – to be supportive, aware and vigilant, they must have the tools and training to respond effectively and appropriately. “If people are not educated in what to do, how to spot the warning signs and how to help, they may do more damage than good,” notes Goldbloom. Stuart agrees. “We need to know our responsibilities and what we should and should not be doing.” Developing and communicating appropriate guidelines is the first step. At McMaster, for instance, the Dean of Students Phil Wood has been distributing an “orange folder” of information to groups of faculty and staff – including residence life staff – with each presentation he delivers on the institution’s guidelines for dealing with issues of mental health and safety. invite us back to do more,” notes Whiteside. She adds that Guelph also offers QPR (Question, Persuade, Refer) suicide prevention training – a common training tool at universities – and has a website to which staff and faculty can refer for more information on specific mental healthrelated issues. They can even take quizzes online to test their knowledge. As well, the university subscribes to Student Health 101, an online tutorial accessible to students. “Students are going to the Internet, so connecting with them online is important,” says Whiteside, adding that it is important to reach out to students in the places where they are, including at orientation, in residence and through such initiatives as peer-to-peer outreach. Mount Allison has embraced this approach, launching a peer education model in which upper-year students develop, coordinate and implement various mental health outreach programs on campus. The university also offers a program entitled Beautiful Minds, an online peer forum, moderated by counseling staff, where students can post anonymously to give and receive advice from their peers. In line with this approach, several universities, including Guelph, are par- "In order for staff and faculty – and eventually even students – to be supportive, aware and vigilant, they must have the tools and training to respond effectively and appropriately." At Carleton, the Student Mental Health Framework lists training as a priority: “An aware, educated and trained community is a fundamental component of delivering effective services and supports to students. A Framework should incorporate a strategy for creating such a community.” Many universities have been using a modified version of the MHCC’s Mental Health First Aid Training (the two-day version is too long and detailed for most university purposes). Guelph has developed its own modular version that ranges from a one-hour session for faculty, focusing on warning signs and how to refer, to a full-day of training for residence assistants, peer helpers and front-line staff in the registrar’s office. “Often, faculty would ticipating in a pilot of The Jack Project, an initiative that seeks to unite and strengthen existing resources both in school and online. The project promotes mental health literacy, help-seeking and help-giving behaviour, and building formal and informal networks of support. The pilot aims to educate, empower and engage students, as well as educators and parents, through outreach programs (workshops, presentations and collaboration) and online resources. One of the important goals of developing awareness, connections and expertise is the early identification of students in difficulty. The coordinated, campus-wide collection of information is vital. For instance, UBC Vancouver’s UNIVERSITY MANAGER • Summer 2012 55 Early Alert System is the creation of a centralized database capable of tracking concerns about students, actions taken and follow-up. A secure online point of contact makes it easy for faculty and staff to submit a concern. The next step in a comprehensive, coordinated approach is to ensure timely access to appropriate assessment and referral services. This requires an effective triage process. In addition to adding more counselors, both Queen’s and McMaster have hired a mental health nurse as the keystone of their triage-based model of care. UBC Vancouver’s Triage System, implemented in 2010, provides access to initial assessment within 24 hours and rapid matching to services and resources. (In cases of more immediate crises, universities can convene response teams within the hour.) Another best practice adopted by 56 UNIVERSITY MANAGER • Summer 2012 many universities is the use of case management to address mental health issues. McMaster, for instance, has both a Committee to Support Students in Difficulty that meets once a month and a smaller Behaviour Assessment and Response team that meets more frequently to manage the cases of any person flagged by the committee. “Many universities have also hired case managers,” notes Wood. “Students often need support in their faculties, while going to appointments on and off campus.” In dealing with mental issues on campus, it is important for universities not only to leverage campus resources, but also to develop external partnerships. “From a program perspective, Ryerson’s counseling centre has a very robust group therapy program,” notes Dr. Teo. At the same time, the centre is partnering with Barbra Schlifer Commemorative Clinic to pilot and develop programming for young Muslim women who have experienced family violence. External partnerships include everything from private initiatives such as the Jack Project to resources in the public health care system, medical authorities, community health providers and institutions. For instance, Guelph benefits from the services of one full-time psychiatrist who has affiliations with Guelph Homewood Health Centre, a mental health and addictions care facility to which the university can refer students. An addictions counselor from Homewood also works part time on campus. At Mount Allison, in 2007, counselors created a database of local mental health service providers to assist with referral efforts and increase the university’s network and partnerships. Click HERE to return to TABLE OF CONTENTS There has also been extensive collaboration among universities, including an AUCC campus mental health workshop, an event attended by 55 university leaders from 36 institutions in December 2011. On its members-only website, the AUCC will soon be posting three documents developed by its presidents’ working group for use by university administrators: a president’s checklist to guide institutional response; an online toolkit of best practices and relevant information; and a power point presentation presidents can use to build awareness when addressing collegial bodies. Meanwhile, the CACUSS working group is bringing together a community of practice, along with a student advisory group, to draft a framework on how to create a mental health strategy on university campuses. The COU, in partnership with the University of Toronto, York University and Guelph, is developing an online training program for faculty that could be used by any university. What lies ahead As AUCC’s Johnston points out, “There is no cookie cutter approach. There is not going to be a one-size-fits-all as to how institutions approach this issue.” Best practices are the launching points for universities to create a framework that meets their specific needs. While awareness and interest is building, the next step will be for every university across Canada to start the process of developing a mental health strategy. “The challenge is how to set an agenda for university presidents so that everyone on their individual campuses can get the ball rolling,” agrees Campbell. He adds that a point of differentiation among universities may soon be which institutions are better equipped to address issues related to mental health. The expectation is already there. “Addressing mental health issues is increasingly going to be seen as part of every university’s responsibilities,” notes Turpin. Thanks to the sharing of best practices, every institution has access to the tools necessary to fulfill these responsibilities and create a campus that supports student mental health and well-being. It is all part of enhancing the student experience, strengthening the growth and learning that constitutes the very raison d’être of every Canadian university. RESOURCES UBC’s Mental Health and Well-being Strategy http://vpstudents.ubc.ca/2012/05/04/ mental-health-well-being-strategy/ Carleton Student Mental Health Framework http://www1.carleton.ca/studentsupport/ student-mental-health-framework/ Cornell University Mental Health Framework http://www.gannett.cornell.edu/campus/ council/framework.cfm Mental Health First Aid http://www.mentalhealthfirstaid.ca/EN/ Pages/default.aspx QPR http://www.qprinstitute.com/ Student Health 101 http://www.studenthealth101.com/ The Jack Project http://www.thejackproject.org/ Investing with Passion, Perspective & Purpose for Canadian institutional investors & non-profit organizations VANCOUVER • CALGARY • TORONTO • MONTREAL 1-888-880-5588 • [email protected] Phillips, Hager & North Investment Management is an operating division within RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of Royal Bank of Canada. ® / ™ Trademark(s) of Royal Bank of Canada. 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FILES WATCH DOWNLOAD LIFESTYLE TUNES HD SPORTSCONNECT SURF AMAZING FREEDOM NETWORK FUTURE FU INSPIRE S RELIABLEshare NETWORK M FUTURE A M A Z I N G NETWORK DOWNLOAD INSPIRE access ANYPLACE e SPEED LIVE FA FTAS AU NST SETS For more information about customizing an entertainment and communications package for your business, please call 1 877 770-7913. W A T C H SURF access FREEDOM FFA ASSTTEXCITING ™Rogers, the Mobius Design are trademarks of or used under license from Rogers Communications Inc. or an affiliate. ©2012 Rogers Communications More content, more variety, more opportunities! Now, in addition to our world-class annual conference, CAUBO has expanded its Professional Development offerings, including workshops, webinars, online courses and access to content through the Live Learning Centre. Explore and learn with the targeted, practical and effective content tailored to you, the higher education professional. 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We are excited to announce that new content from the 2012 CAUBO conference will soon be available! if you attended the CAUBO 2012 annual conference, you will be able to access all main conference sessions free of charge, using the personalized login and password that will be emailed to you. New this year, preconference seminar content from CAUBO 2012 will also be available free of charge to members who attended one of the seminars. 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Allez à : caubo.sclivelearningcenter.com Visitez : acpau.ca Click HERE to return to TABLE OF CONTENTS UNIVERSITY MANAGER • Summer 2012 61 Doing business with our ADVERTISERS COMPANY AGF Investments BNP Paribas Investment Partners Chartwells CHERD CURIE D.L.G.L. Ltd Dol Turf Eckler Ltd. Follett of Canada Franklin Templeton Institutional Interac Association Invesco Trimark Ltd. Legg Mason Canada Matrix Hotel Maytag Commercial Laundry Mercer MNP LLP Phillips, Hager & North Investment Management Ltd. 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Article ideas can be submitted to Alison Larabie Chase at [email protected]. Demande d’articles En votre qualité de lecteur de la revue Gestion universitaire, vous êtes invité á contribuer á son contenu en partageant idés et vos expériences. Les sujets des articles peuvent être transmis à Alison Larabie Chase, [email protected]. 62 UNIVERSITY MANAGER • Summer 2012 Click HERE to return to TABLE OF CONTENTS TWO GREAT TEAMS ARE BETTER AS ONE LEARN HOW THE POWER OF TWO IS NOW EQUAL TO ONE GREAT SERVICE FOR YOU Same great solutions now backed by a global brand dedicated to its clients. In late 2011, Western Union Business Solutions acquired Travelex Global Business Payments to become a global leader in the Higher Education payments and receivables space. • Increase efficiency. The ability to easily reconcile and identify payments from international students. • Provide peace of mind. Give your students an easier way to pay their international educational institution fees. • Simplify administration. Save countless hours in manual administration with products that make managing vendor payments and student refunds easy. Integrates easily with many ERP systems. • Make it easy. Offer flexibility with access to a variety of payment methods, 140 payment currencies, 37 receivable currencies and more than 70 local country clearing systems. Visit our website at: www.business.westernunion.ca/industry/education Email: [email protected] Tel: 1-800-223-9392 © 2012 Western Union Holdings Inc. All rights reserved. anagement 1. Enterprise Risk M ng / Outsourcing ci ur so oC it ud A al rn 2. Inte ssessments 3. Internal Control A engineering eR ss ce ro P s es in us 4. B e 5. Corporate Governanc y and Security 6. Information Technolog d Detection 7. Fraud Prevention an 8. Business Resilience Today’s post secondary institutions are being put to the test, challenged to do more with less. These are dynamic times as you not only have to prepare for today, but be well positioned for the future. At MNP, we have created the Centre for Excellence, a specialized unit dedicated to reducing risk and optimizing opportunities for educational bodies. Our trusted professionals have the experience and insight, tailoring specific strategies to post secondary institutions nationally and internationally. We take a holistic approach to determine what drives value in your organization, maximize efficiencies and identify potential risks so you are fully secure in achieving excellence. To determine which formula will be most effective for your organization, contact Maggie Kiel, Leader of Post Secondary Education Services at 1.877.500.0792 or [email protected] ACCOUNTING › CONSULTING › TAX mNp.ca