Published on Institutional Research and Planning (https://irp.uoguelph.ca)

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Forecast Carryover

As part of the Financial Planning process, the Carryforward Policy is intended to establish a framework under which annual operating Unit deficits or surpluses will be managed at fiscal year-end. The objective is to provide Units with the opportunity to manage funds prudently over time.

  • Carryforward Policy Template (MS Excel file) [1]
  • Carryforward Policy [2]

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Source URL:https://irp.uoguelph.ca/institutional-planning/budget-forecasting-guidelines/forecast-carryover

Links
[1] https://irp.uoguelph.ca/system/files/Carryforward%20Planning%20Template.xlsx [2] https://irp.uoguelph.ca/carry-forward-policy