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General Guidelines

Included here are various guidelines and associated templates related to Financial Planning:

  • Operating Budget Forecast Guideline [1]
  • Carryforward Policy - Budget Surpluses and Deficits [2]
  • University of Guelph Policy on Endowed Chairs (PDF file) [3]
  • Carryforward Policy Exception Guideline (PDF file) [4]
  • Forecast Carryforward Summary Template (MS Excel file) [5]
  • Carryforward Planning Template 2017-2018 (MS Excel file) [6]

Mandate

The Office of Institutional Research and Planning at the University of Guelph supports academic activities and sound decision-making processes with timely and accurate budget information and the collection, analysis, dissemination, and interpretation of data.

Contact Us

Institutional Research and Planning
University of Guelph
50 Stone Rd. East
UC L4 South
Guelph, Ontario N1G 2W1

  • Phone Number: (519) 824-4120
  • Submit a Data Request
  • View the Team's Contact Information


Source URL:https://irp.uoguelph.ca/institutional-planning/budget-planning/general-guidelines

Links
[1] https://irp.uoguelph.ca/september-operating-unit-forecast-guidelines [2] https://irp.uoguelph.ca/carry-forward-policy [3] https://www.uoguelph.ca/bfpo/system/files/Chairs%20Endowed%20Policy%20final%20feb%2022_0.pdf [4] https://www.uoguelph.ca/bfpo/system/files/Carryforward%20Policy%20Guideline.pdf [5] https://www.uoguelph.ca/bfpo/system/files/Forecast%20Carryforward%20Summary%201920.xlsx [6] https://www.uoguelph.ca/bfpo/system/files/Carryforward%20Planning%20Template%202017-2018_0_0.xlsx