NSERC Research Tools and Instruments (RTI) information session

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NSERC Research Tools and Instruments (RTI) information session Andrea Craig, Research Grants Officer (NSERC) ORS Boardroom, 540 Machray Hall 12 September 2017, 1:30 2:30 p.m.

Session overview/objectives Steps to creating an application Details about the program and application requirements Tips and best practices for success Caveat! NSERC does not provide reviewer comments or feedback on RTI proposals.

Program Changes 2017 Researchers may submit one RTI application per competition, either as an applicant or a co-applicant, but not both (not including SAP) Simpler forms for PI and Co-I Proposal page limit increase (from 3 to 4) Applicants should strive for diversity and increased gender equity when developing their group of coapplicants, collaborators and trainees

Eligibility Limit of one RTI application per competition, PI (and any Co-Is) must each currently hold or be applying for: o Discovery Grant o Discovery Development Grant* o Strategic Partnerships Grants o Collaborative Research and Development Grants o Canada Research Chairs, or Canada Excellence Research Chairs

What does RTI support? Preferentially supportive of NSE research Purchase, repair, upgrade, fabrication Equipment requests between $7k -$150k FAQ Computers? Yes but Equipment that supports health research? Yes but

45% 40% RTI Statistics by Competition, 2010-2016 42% 38% 35% 30% 33% 33% 32% 26% 25% 20% 18% 20% 23% 22% 22% 24% UM % National % 15% 10% 9% 10% 5% 0% 0 0 2010-2011 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018

Successful requests and major program criteria Excellence of applicant(s) Need and urgency Merit of program(s) supported o Potential for research advances o Impact on program Suitability Importance to training

Creating the application Before you begin: Minimum: NSERC Portal ID, CCV Good Idea to Have: quote(s), communication with coapplicants Maybe: letter confirming contribution, Faculty contribution commitment Read/review the detailed guidelines: http://www.nserc-crsng.gc.ca/researchportal- PortailDeRecherche/Instructions-Instructions/RTIInstruct- SOIInstruct_eng.asp

Create Application in Portal

Application Requirements Textbox sections : character-limited, no attachments Basic formatting available Cut and paste available Attachments : size- or page-limited

Co-Applicants Only major (frequent) users Reminder: diversity & gender equity Each invited co-applicant is responsible for: o o o o o Consenting to T&C Completing eligibility profile Estimating hours to be devoted to equipment per month Uploading a CCV Validating and submitting to the PI Co-applicants from other institutions must advise their Research Services (or equivalent)

Application Specifics Textbox sections Identification (title, EG group) Summary Budget ( Proposed expenditures ) Activity details (ethics) Eligibility profile

Application Specifics Attachments Proposal (4 pages) Budget justification (2 pages) o Include Relationship to Other Research Support including those of co-applicants - as relates to the purchase of the requested equipment 2 quotations o 1, if justified Confirmation of Financial Contribution (this is optional and for support sources outside of UManitoba)

Proposal: EXCELLENCE OF RESEARCHER(S) Description of research program(s) Clear plans Training of HQP extent and quality of training Experience with this eq, or similar eq ability to make full use

Proposal: MERIT OF PROGRAM(S) SUPPORTED Describe the program(s) to be supported by the requested eq Identify potential for major advances Describe eq and reasons for configuration proposed favour program description over too-elaborate eq description (tech. details in Justification) eq requested should clearly support program objectives

Proposal: NEED and URGENCY Need: Avoid implying/stating that you cannot undertake your program without the eq NSERC wants to advance and propel research Especially risky if applying concurrently to DG Availability of similar eq Accessibility Do your homework!

Proposal: NEED and URGENCY Urgency: Impact of delay On your program, on co-applicant s program(s) On the training of HQP (yours, co-applicants ) Theses Other missed opportunities Replacement of obsolete/failing eq Upgrade of existing eq

Proposal: SUITABILITY For multi-user applications: eq is suitable for facility and desired applications Eq is essential to do the work; no other more costeffective ways to obtain results Degree of utilization (by applicants, others) Capability of applicants to utilize eq fully Accessibility (location, tech support)

Proposal: TRAINING IMPACT AND POTENTIAL Impact on HQP if you are awarded Marketable skills Increased breadth of experience Skills to build upon Impact on HQP if you are not awarded Limited opportunities Good research, but with less impact Quality and extent of training Opportunity for hands-on training

Budget Justification Not a duplicate of proposal section where you provide reasons for configuration Detailed explanation for each budget item Breakdown of items Get technical Discuss your quotes Why you favour one over the other Why you have only provided one quote Eq that costs <$25k does not need a quote*

Summary (Textbox section) Easiest to write last Write it for your neighbor Describe: What you re asking for What will it be used for Why and to whom the activities it supports are important The anticipated outcomes and benefits of these activities to your field/canada

Finalizing Obtain CCV confirmation number and upload your CCV http://www.nserc-crsng.gc.ca/professors- Professeurs/Videos-Videos/DG-Tutorial-Tutoriel- SD_eng.asp Chapters 14 and 15 walk you through the steps Validate everything (co-applicants too)

Finalizing UManitoba steps For ORS Internal Deadline 11 October 2017: Complete a FAAF for your NSERC RTI application, obtain all signatures Co-apps at UM must sign but their dept/fac doesn t need to Submit (Submits to RGO/ORS) Email FAAF to Andrea Craig: (andrea.craig@umanitoba.ca) Application will be Returned to you so you can edit it; feedback given ASAP Submit again no later than noon, 25 October 2017

RTI Program Resources General Program Information: http://www.nserc-crsng.gc.ca/professors-professeurs/rtii-oiri/rti-oir_eng.asp Specific Instructions: http://www.nserc-crsng.gc.ca/researchportal-portailderecherche/instructions- Instructions/RTIInstruct-SOIInstruct_eng.asp 2017-2018 Peer Review Manual: http://www.nserc-crsng.gc.ca/_doc/reviewers-examinateurs/rti-oir_eng.pdf Frequently Asked Questions: http://www.nserc-crsng.gc.ca/_doc/reviewers-examinateurs/rtifaq- OIRFAQ_eng.pdf

Any questions, any time: Andrea Craig 204.480.1819 Andrea.Craig@umanitoba.ca