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Allowable Research Expenditures and Matching Funding by Sponsor

MATCHING FUNDS

COMPENSATION

TRAVEL & SUBSISTENCE

INFRASTRUCTURE (Building, Equipment & Vehicle)

SABBATICAL & LEAVE PERIODS

OTHER

 

Allowable Research Expenditures and Matching Funding

*** revision date 09 April 2008 ***

PROGRAM PURPOSE
Genome Canada
  Investing in people, discovery and innovation in the Natural Science & Engineering Fields Investing in people, discovery and innovation in the Social Science and Humanities Field Investing in people, discovery and innovation in the area of Health Research To attract the best researchers & improve training of highly qualified personnel thru research To enhance research capabilities by building infrastructure Investing in people, discovery and innovation in the area of Health Research To support genomics and proteomics research to enable Canada to become a world leader in selected sectors that are of strategic importance to this country, such as health, agriculture, environment, forestry and fisheries. To provide appropriate start-up funds and infrastructure support for researchers.  Only expenses directly related to the Career Investigator's research proposal/program will be reimbursed.
MATCHING FUNDS
Genome Canada
Provincial Funds n/a n/a n/a n/a Yes n/a 50% n/a
Federal Funds n/a n/a n/a n/a No n/a 50% n/a 
Private Sector Business Canadian division with a research department - see specific rules applicable to each partnership program n/a n/a n/a To cover the expenses to carry out the proposal n/a Yes (to make up
50% non-federal funds)
n/a
Institutions See rules applicable to each partnership program n/a n/a n/a To cover the expenses to carry out the proposal n/a Yes (to make up
50% non-federal funds)
supplemental to the host organization's commitment
Charities and Foundations n/a n/a n/a n/a   n/a Yes (to make up
50% non-federal funds)
n/a
Clinical Trials n/a n/a n/a n/a n/a n/a Yes (to make up
50% non-federal funds)
n/a
Endowed Chairs n/a n/a n/a n/a n/a n/a n/a n/a
Indirect Costs (i.e. Overhead) No No No n/a n/a 8% None to Genome Funds
Industry Sponsored Matching
Funds are charged
No
In-Kind Canadian division with a research department - see specific rules applicable to each partnership program n/a n/a n/a n/a n/a Yes (to make up
50% non-federal funds)
No
COMPENSATION
Genome Canada
Grantee No No No Salary & Benefits No Salary & Benefits No No
Other Faculty No No No No No No No No
Research Personnel Salary & Benefits Salary & Benefits Salary & Benefits Salary & Benefits No Salary & Benefits Salary & Benefits Salary & Benefits
Under Grad Yes Yes Min $1,313/mtn No Salary & Benefits Yes Yes Yes
Master Students Max $16,500/yr plus non-discretionary benefits Max $12,000/yr plus non-discretionary benefits Min $17,850/yr plus non-discretionary benefits Salary & Benefits (In accordance with sponsoring agency No Max $12,500/yr plus non-discretionary benefits Yes Yes
Doctoral Students Max $19,000/yr plus non-discretionary benefits Max $15,000/yr plus non-discretionary benefits Min $17,850/yr plus non-discretionary benefits Salary & Benefits (In accordance with sponsoring agency No Max $23,580/yr plus non-discretionary benefits   Yes
Post Docs Min $25,000/yr plus non-discretionary benefits 2 years (3rd yr acceptable when justified) Max $31,500/yr plus non-discretionary benefits Min $36,750/yr plus non-discretionary benefits Salary & Benefits (In accordance with sponsoring agency No Min $42,000/yr plus non-discretionary benefits
(varies according to year)
Yes Yes
Visiting Researchers Max $2,000/mth plus travel & subsistence 125 day max Yes Yes In accordance with sponsoring agency No Yes Yes - Canadian Visitors
No - Foreign Visitors
No
Consulting/Subcontract fees Yes Yes Yes Yes To design, engineer, manufacture and install or construct the infrastructure Yes Yes No
Professional/Technical Services Yes Yes Yes Only if  the company is NOT owned by a faculty member eligible to apply for tricouncil funding To design, engineer, manufacture and install or construct the infrastructure Yes Yes Yes
Fees to Research Subjects Yes Yes Yes Yes No Yes Yes Yes
Clerical Assistance Directly Related to Dissemination Only No Directly Related to Dissemination Only Directly Related to Chairholder & their research program No Directly Related to Dissemination Only Yes No
Honoraria for Guest Lecturers Directly Related to Dissemination Only No Directly Related to Dissemination Only In accordance with sponsoring agency No Directly Related to Dissemination Only Yes No
Discretionary severance or benefits No No No No No No No No
TRAVEL & SUBSISTENCE
Genome Canada
Period max 125 days                         per year max 125 days                         per year No limit In accordance with sponsoring agency No limit No  limit n/a No limit
Travel Field work, research conferences, collaborative trips, archival work and historical research Field work, research conferences, collaborative trips, archival work and historical research Field work, research conferences, collaborative trips, archival work and historical research Fieldwork, Conference, Collaboration, For Chairholder, his team & guest speakers Only to visit manufacturer Fieldwork, Conference, Collaboration No Meals/accomodation for field work, meetings and research conferences.
Airfare Lowest rate avail - not to exceed full economy Lowest rate avail - not to exceed full economy Lowest rate avail - not to exceed full economy Lowest rate avail - not to exceed full economy Lowest rate avail - not to exceed full economy Lowest rate avail - not to exceed full economy No Lowest rate avail - not to exceed full economy
Travel Cancellation Insurance Yes Yes Yes Yes Yes Yes No Yes
Passport & Immigration Fees If required to attend a conference, field trip, etc., but NOTfor entry to Canada If required to attend a conference, field trip, etc., but NOTfor entry to Canada If required to attend a conference, field trip, etc., but NOTfor entry to Canada If required to attend a conference, field trip, etc., but NOTfor entry to Canada No If required to attend a conference, field trip, etc., but NOTfor entry to Canada No If required to attend a conference, field trip, etc., but NOTfor entry to Canada
Relocation costs Yes, for research personnel & their immediate families No Yes, for research personnel & their immediate families Yes, may be recovered retroactively No Yes, for research personnel & their immediate families No No
Immunizations Yes Yes Yes Yes Yes Yes No Yes
Childcare Single Parent for overnight cost Single Parent for overnight cost Single Parent for overnight cost Single Parent for overnight cost No Yes, if incurred to assist individuals to participate as subjects in research projects. No No
Commuting No No No No No No No No
INFRASTRUCTURE (Building, Equipment & Vehicle)
Genome Canada
Construction/Renovation No No No No For research space, housing of research infrastructure & Technician Offices only NOT researcher/admi/student offices or conference/meeting space.  Cannot include cost of Real Property.  The cost of new contruction must be more Yes Yes No
Lease Space No No No No Must be at least as cost effective as purchasing the infrastructure & cannot include operating, mtnce, Real Property & financing costs Allowable, subject to the limitations. Yes No
Equipment Must be UBC owned.  Purchase price including transportation costs, brokerage, custom & installation charges Must be UBC owned.  Purchase price including transportation costs, brokerage, custom & installation charges Must be UBC owned.  Purchase price including transportation costs, brokerage, custom & installation charges Must be UBC owned.  Purchase price including transportation costs, brokerage, custom & installation charges Purchase price including transportation costs, brokerage, custom & installation charges Must be UBC owned.  Purchase price including transportation costs, brokerage, custom & installation charges Yes Purchase of scientific materials/suppies, equpment, equipment rental, computers.  Does not include brokerage and custom charges for the importation of equipment
Furniture (Office) No No No Yes As laid out in proposal Yes Yes No
Travel To visit manufacturer To visit manufacturer To visit manufacturer To visit manufacturer To visit manufacturer To visit manufacturer No No
Extended Warranty Yes Yes Yes Yes Warranty or Service contract - must be purchased at same time of infrastructure & be for a max of 3 yrs Yes Yes No
Training Yes Yes Yes Yes Initial Training for people to train others Yes Yes No
Computer Hardware & software when required for research Hardware & software when required for research Hardware & software when required for research Hardware & software when required for research As laid out in proposal Hardware & software when required for research Hardware & software when required for research Hardware & software when required for research
Internet Monthly charges - home or institution Monthly charges - home or institution Monthly charges - home only when required by the research  Monthly charges - home only when required by the research - NOT installation fee No Monthly charges - home or institution Monthly charges - home or institution Cell phones & PDAs are eligible only if necessary for data collection
Telephone Installation, Rental & Monthly charge NOT allowed Installation, Rental & Monthly charge NOT allowed Installation, Rental & Monthly charge NOT allowed Installation, Rental & Monthly charge NOT allowed Generally, no Installation, Rental & Monthly charge NOT allowed Yes No
Cell phone/Blackberry No No Only for Data Collection & NOT rental or purchase of Cell phone Only for Data Collection & NOT rental or purchase of Cell phone No No No Only if necessary for data collection
Maintenance & Operating Costs Yes, but not utility & janitorial provided to all institution Yes, but not utility & janitorial provided to all institution Yes, but not utility & janitorial provided to all institution Yes, but not utility & janitorial provided to all institution IOF program only Yes, but not utility & janitorial provided to all institution Yes No
Vehicle Purchase/Lease At the discretion of NSERC, must be less than cost of renting and be necessary for the research No No No As laid out in proposal No No No
Insurance No No No No No Yes Yes Yes
SABBATICAL & LEAVE PERIODS
Genome Canada
Vehicle Expenses Yes Yes Yes Yes n/a Yes No No
Travel  -trip to institution (one trip max)
 -conference travel
 -equipment relocating
 -Personnel or family travel to sabbatical location NOT allowed
 -trip to institution
 -conference travel
 -equipment relocating
 -Personnel or family travel to sabbatical location NOT allowed
 -trip to institution (one trip max)
 -conference travel
 -equipment relocating
 -Personnel or family travel to sabbatical location NOT allowed
 -trip to institution (one trip max)
 -conference travel
 -equipment relocating
 -Personnel or family travel to sabbatical location NOT allowed
n/a  -trip to institution
 -conference travel
 -equipment relocating
 -Personnel or family travel to sabbatical location NOT allowed
No No
Living Expenses No No No No No No No No
RTS - while on leave No No No No No No No No
OTHER
Genome Canada
Alcohol Never Never Never No No  No No No
Admin Fees No No No Directly Related to Chairholder & their research program No No Must not exceed
5% of total budget
No
Books, Periodicals Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff No Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff
Dissemination Web development, Publication, circulation, translation, & workshops (including meals) costs Web development, Publication, circulation, translation, & workshops (including meals) costs Web development, Publication, circulation, translation, & workshops (including meals) costs Web development, Publication, circulation, translation, & workshops (including meals) costs No Web development, Publication, circulation, translation, & workshops (including meals) costs Web development, Publication, circulation, translation, & workshops (including meals) costs Web development, Publication, circulation, translation, & workshops (including meals) costs
Hospitality Charges For dissemination workshops, networking & research related activities For dissemination workshops, networking & research related activities For dissemination workshops, networking & research related activities For dissemination workshops, networking & research related activities No For dissemination workshops, networking & research related activities For dissemination workshops, networking & research related activities For dissemination workshops, networking & research related activities
Lab relocation costs No No No No Yes Yes Yes No
Late Fees No No No No No No No No
Membership fees If they have direct economic benefits to the research program/project.  If they have direct economic benefits to the research program/project.  If they have direct economic benefits to the research program/project.  In scholarly associations related to the chairholder's field of research No Yes No If they have direct economic benefits to the research program/project. 
Office Supplies Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff Specialized, that is not provided to all its staff No Yes Yes Yes
Grant proposal submission For Research Network Grants only No Yes No No Yes Yes Yes
Overhead No No No No No No No No
Parking Not unless specifically required for field work Not unless specifically required for field work Not unless specifically required for field work Not unless specifically required for field work No Not unless specifically required for field work No No
Patents No No No No n/a No Yes Yes
Recruitment Costs Advertising & airfare for research personnel candidates Advertising & airfare for research personnel candidates Advertising & airfare for research personnel candidates Advertising & Airfare for chair & immediate family & cost of moving household effects, may be recovered retroactively No Advertising & airfare for research personnel candidates No No
Regular Clothing No No No No No No No No
Regulatory Compliance costs No No No No n/a No No No
Research Supplies Yes Yes Yes Yes No Yes Yes Yes
Safety Safewaste disposal, protective gear Safewaste disposal, protective gear Safewaste disposal, protective gear Safewaste disposal, protective gear As laid out in proposal Safewaste disposal, protective gear Safewaste disposal, protective gear Safewaste disposal, protective gear
Sales tax Only if exemption or rebate does not apply Only if exemption or rebate does not apply Only if exemption or rebate does not apply Only if exemption or rebate does not apply Only if exemption or rebate does not apply Only if exemption or rebate does not apply Only if exemption or rebate does not apply Only if exemption or rebate does not apply
Thesis Preparation, Examination/Defense No No No No n/a No No No
Training Novel research related techniques oly Novel research related techniques oly Novel research related techniques oly Novel research related techniques oly Only to learn to train other people on the use of the new infrastructure Novel research related techniques oly Novel research related techniques oly Novel research related techniques oly
Tuition & Course Fees No No No No No Yes No No

Special thanks to Michael Smith Labs and Darlene Crowe for this information.

 

Last updated July 11, 2008