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Financial Services

 

 

Collaborations

The Financial Planning Office (FPO) is able to achieve its mandate by collaborating with a variety of University groups and with internal and external stakeholders. This includes engaging with the Provost and Vice-President (Academic)'s Office to inform the development of the operating budget through the Strategic Resource Planning Process, providing faculties and administrative units resources and tools to support their budgeting tasks, working with various central administrative units to deliver a balanced operating budget, and liaising with University’s primary grant funder in response to operating estimates and budgetary inquiries. Below are the groups, stakeholders and related activities with whom collaborations are key in achieving FPO objectives.


 The Provost and Vice-President (Academic)'s Office
        Stakeholders:
    •  Provost & VP (Academic)
    •  Vice-Provost, Integrated Planning & Academic Programs
    •  Director Integrated Planning

        Activities:
    •  Strategic Resource Planning
    •  Provincial Estimates
        •  Budget Development


 Faculties and Administrative Units
        Stakeholders:
    •  Deans & Directors of Faculties & Academic Units
    •  Heads of Administrative Units
    •  All Business Managers

        Activities:
    •  Strategic Resource Planning
    •  Budget Development

 


 Central Administration
Activities that inform the development of the operating budget and provincial estimates are done in collaboration with various departments within central administration. These activities and corresponding area are reflected below.

           Area             

           Activity 

 Budget Accounting

 - Baseline Maintenance

 

 - Forecasting

 Comptroller's Office

 - Interfund Transfer Projections

 

 - Pension Plan Projections

 

 - Restricted Fund Projections

 Financial Systems

 - Operating Budget Load into Banner and FAST

 Human Resources

 - Salary Increase Projections 

 Institutional Analysis

 - Enrolment Projections

 Research Accounting

 - Overhead Projections 

 Staff Benefits Office

 - Retiree Benefit Projections 

 Treasury Services

 - Investment Income Process

 VP (Admin)

 - Utility Projections 

 

 - Insurance Projections