Canada Foundation For Innovation CFI

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Canada Foundation For Innovation (CFI)
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http//www.research.ubc.ca/cfi.aspx
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Canada Foundation for Innovation

• What is CFI?
• Program Design Criteria
• Leaders Opportunity Fund
• BC Knowledge Development Fund
• We are here to help! Who to call?

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Canadian Foundation for Innovation

• Feb, 1997 established as a non-governmental
  organization to fund capital for research at
  not-for-profit, non-government,
  research-performing institutions.
• 3.8 billion in total funding 510M in 2008
  budget for LEF/NIF
• Mandate to fund 40 of eligible costs of
  research infrastructure

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Program Design and Criteria

• Institutions apply in the context of an
  institutional Strategic Research Plan
  (http//www.research.ubc.ca/statistics.aspx)
• Three Criteria for all funds
• Quality of research and need for infrastructure
• Contribution to strengthening the capacity for
  innovation at universities
• Potential benefits to Canada
• Leverage 40 from CFI with 60 from Institutions
  and their partners

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Leaders Opportunity Fund (LOF)

• Infrastructure fund created in June 2005 formerly
  called New Opportunities
• Designed to assist universities to attract
  excellent faculty to Canadian universities as
  well as retain leading researchers for Canada.

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Leaders Opportunity Fund

• Two categories for LOF requests -
• ATTRACTION (appointment within 24 months of the
  CFI submission deadline). All are eligible to
  submit a proposal.
• RETENTION (all others). Retention candidates
  should contact the head of their department to
  discuss submitting an LOF proposal to CFI.

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Leaders Opportunity Fund

• To date far 26.2 M awarded to 192 UBC
  researchers under the LOF program (including the
  former New Ops)
• A further 17.6 M remains to be allocated
  between now and 2010

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Retention category

• 10.2M the remaining funds were allocated for
  Faculty Retention and Major Recruiting
  Initiatives, outside of the normal recruiting
  of junior faculty
• Funds are available to the Deans, AVPs, and
  Principals.
• Deans, AVPs, and Principals make decision on
  allocation of these funds.

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Leaders Opportunity Fund - Attraction Category

• Two stages
• 1) UBC Internal Competition every eight months
• December 23, 2008 (for February 15, 2009
  deadline at CFI)
• August 25, 2009 (for October 15, 2008 deadline
  at CFI)
• 2) External review - Applications recommended by
  the UBC internal committee sent to CFI after
  content revisions for review.

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• Recent Leaders Opportunity Fund Results
• October 2007
• 21 applications (35 applicants)
• Funded 19 projects gt 2.4M
• February 2008
• 19 applications (29 applicants)
• Funded 17 projects gt 2.2M
• June 2008
• 18 applications (27 applicants)
• Funded TBA

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How many applicants on a single request?

• The LOF is intended to serve the infrastructure
  needs of individual faculty, or groups of up to
  three faculty members where there is a need to
  share infrastructure.
• Not intended to serve the infrastructure needs of
  larger groups, centres, departments, or
  institutions. Other CFI funding programs used for
  these.

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Assessment criteria?

• Quality of the research and need for the
  infrastructure
• Contribution to strengthening the capacity for
  innovation at the university - Collaborations and
  Strategic Plan
• Potential benefits to Canada

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Assessment criteria?

• The focus of the assessment will be the
  candidate(s), as opposed to the other users or
  collaborators in the research process.
• Proposals therefore must clearly describe the
• qualifications and experience of the candidate(s)
• why requested infrastructure is essential to
  carry out the proposed research.

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How to Apply

• See http//www.research.ubc.ca/cfi.aspx for
  instructions on completing applications
• The application form can be completed on the CFI
  website http//www.innovation.ca/cfionline/index.
  cfm?websiteid29.
• E-mail pdf copy of the application to
  cfisec_at_exchange.ubc.ca by deadline date (next
  one December 23rd, 2008).

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Describe research and how the proposed
infrastructure enables the research Point out why
it is novel and innovative Stress innovation
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British Columbia Knowledge Development Fund
(BCKDF)

• Matching funding for the CFI
• Normally 40 of total project amount
• Application due one month following submission
  of CFI (November 15, 2008)
• Application form can be downloaded as a word
  template file.
• http//www.aved.gov.bc.ca/research/welcome.htm

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BCKDF Priorities?

• The general provincial priorities
• Agriculture
• Alternative energy/power technologies
• Health/biotechnology
• Forestry
• High tech (including new media, Information
  communications, wireless and environmental
  technologies)
• Indigenous studies
• Ocean sciences (including fisheries/aquaculture)
• Applications in all research areas are accepted

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What are CFI awardees responsibilities?

• Understand CFIs very rigorous spending rules.
• Identify source(s) of matching funds (20).
• Update budget upon confirmation of funding.
• Follow budget or request pre-approval from CFI if
  variations occur.
• Implement infrastructure on a timely basis.
• Assist CFI Office in financial reporting process.
• Project Progress Reports.

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How we can help

• Application for CFI and BCKDF
• Budget preparation and finalization
• Scope Change Request
• Reporting
• CFI Audit

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How we can help

• Funding structure of CFI project
• CFI 40
• BCKDF 40
• Matching funds 20
• Vendor discount and/or start up funds
• Ineligible match
• Tri Council/NCE/CRC Provincial funding

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Budget

• Eligible Cost
• Refer to CFI program Guide Section 4.5
• http//www.innovation.ca/programs/2008/2008_cfi_gu
  ide_e.pdf
• Capital purchases (equipment/renovations)
• Warranties
• Limited travel/training costs
• Installation
• Design/development costs

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Budget

• Ineligible Cost
• Non-research related infrastructure
• Library acquisitions
• Infrastructure for dissemination of results
• Direct research costs
• Administrative costs
• Purchases before April 15, 2008 (for the Oct. 15,
  2008 competition)

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Supply Management

• Why contact Supply Management?
• Save Time
• Ensure purchases are completed according to UBC
  Board Policies and where applicable, AIT
  regulations (Federal requirement)
• Ensure eligibility of CFI discounts /
  contributions
• Risk Management

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Resources At UBC O
Academic liaison (VP Research Office) Susan Allen
- Manager Research   [phone]E mail
susan.allen_at_ubc.ca Supply Management  Julie
Gemin, A/Associate Director?Tel [phone]
?Fax [phone] ?E-Mail julie.gemin_at_ubc.ca Ja
ck Boychuk, A/Procurement Leader?Tel
250-807-8613 ?E-Mail jack.boychuk_at_ubc.ca  Space,
renovation, construction  Aidan Kiernan?-
Associate Vice President Operations?Tel
250.807.8560?Fax [phone]?E-mail aidan.kier
nan_at_ubc.ca
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Resources at UBC V

• General information, academic liaison
• Mike Blades 7-5281 blades_at_chem.ubc.ca
• Mary Luk 7-5170 mary.luk_at_ubc.ca
• Space, renovations, construction
• Catherine Alkenbrack 2-3059
  catherine.alkenbrack_at_ubc.ca
• Financial Information
• Sharon Wu 7-5279 sharon.wu_at_ubc.ca
• Andy Lam 2-9965 andy.lam_at_ubc.ca
• Vicky Chan 7-5279 vicky.chan_at_ubc.ca
• Rowena Wong 2-8026 rowena.wong_at_ubc.ca

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Resources at UBC V

• Supply Management
• Scientific Rocio Graham rocio.graham_at_ubc.ca
• Infrastructure Michael Frost michael.frost_at_ubc.ca
  
• Major Contracts and Technology
• Huasmar Lopez Huasmar.lopez_at_ubc.ca

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http//www.research.ubc.ca/cfi.aspx