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You are here: ROADS at McMaster > Support for Existing Grants > Finalizing and Managing CFI Awards

Finalizing and Managing CFI Awards

 

1. Award finalization:

After notification that a CFI project has been funded, McMaster must provide an updated Itemized List and Summary of Secured Contributions.  A ROADS Development Advisor will contact the designated Project Leader about the process shortly after the board decision and provide instructions how to proceed. In brief, Project Leaders must address any partial or conditional funding decisions, produce updated quotes of items greater than $100K, and in the case of inter-institutional projects, enter into an inter-institutional agreement with partners.

2. CFI Amendment requests during the operational period:

CFI funds must be used to purchase or develop the specific infrastructure project and to cover the specific eligible costs agreed to by the CFI and laid out in the Itemized List submitted upon award finalization. The CFI may consider and approve changes to the project and budget if appropriately justified and the resultant change provides a scientific benefit to the project. Significant changes must be communicated to CFI through the Research Finance office. A ROADS Development Advisor will assist with the review of the scientific narrative justification.


Types of changes:

  • Infrastructure changes
    Significant changes to infrastructure (as presented in the itemized list) require prior CFI approval.  If the changes pertain to Construction and Renovations, please work with the designated Research Finance office assigned Accountant and your Facility Services Project Manager to complete a CFI Change/Modification Request Routing Approval form.
  • Changes to the end date of a CFI project
    An anticipated change to the end-date of a CFI Project requires prior CFI approval. Please contact your designated Research Finance office Accountant for requirements.
  • Change in location, nature, or amount of space constructed/renovated
    Project Leaders must inform Facility Services and the Research Finance office in a timely fashion for anticipated changes in the location, nature, or amount of space constructed/renovated.
  • Change in location of a major infrastructure item
    Project Leaders must inform Facility Services and the Research Finance office in a timely fashion for anticipated changes in the location of a major infrastructure item.
  • Change in Project Leader
    If you are a CFI Project Leader leaving McMaster, please inform your ROADS Advisor as soon as possible. ROADS will work with your Department and Faculty to facilitate the designation of a new Project Leader to oversee the infrastructure.


3. Annual reporting

An annual CFI Progress Report is required for all funded CFI projects for the five years following finalization of the award (when the award agreement was issued). These reports are due in June of each year. CFI Project Leaders required to complete reports will be contacted in April of the reporting year and given instructions.

This Progress Report, reviewed by a ROADS Advisor, is distinct from the annual CFI Financial Report, which is prepared by the Research Finance office Accountant.