life cycle of a grant - mcgill university · funding . locate funding • prioritize the research...

Life Cycle of a Grant RAN February 15, 2013

Overview of Presentation • Introduction • Life Cycle step-by-step

• Pre-Award - OSR: • Olga Naiberguer, Grants and Foundations

• Awards Management- OSR • Marlene Boutet, Awards Management

• Financial Administration - RFMS • Elvie Coletta, Research Financial

Management Services • Q & A

Proposal Development

Internal Review and Approvals

Institutional Endorsement and

Submission

Agency Peer-Review Process

Award Acceptance and Management Fund Creation

Award Administration

Financial Reporting and Monitoring

Award Closure


Conceptualize Idea

Articulate hypothesis and aims

Locate Funding

Plan Research Proposal

Draft application for

funding


Articulate hypothesis and aims • What are the expected activities to be

undertaken? • What are the expected outcomes? • What is needed to achieve objectives? • How much will it cost? • What expertise is necessary? Will other

researchers or partnering organizations need to be recruited to the project team?

Conceptualize Idea • What is the long-term goal (5-10 year plan)? • What are the short-term objectives (2-3 year plan)?

Conceptualize Idea

Articulate hypothesis and aims

Locate Funding

Locate Funding • Prioritize the research components and the

funding required to carry out the activities • Think strategically! Seek funding for specific

components of the research from different sources to better align with sponsor objectives

• Be creative in searching for funding opportunities

Locate funding opportunities • Visit OSR’s

Website • OSR’s Funding

Opportunities listserv

• Community of Science – Funding Opportunities Database

• Grants.gov • OSR Deadlines

List

OSR Funding Opportunities listserv

OSR Website

Click here

Community of Science & Grants.gov

OSR Deadlines List

http://www.mcgill.ca/research/researchers/funding

http://www.mcgill.ca/research/researchers/funding

http://www.mcgill.ca/research/researchers/funding/sign-funding-alerts



http://search.proquest.com/fundingops?accountid=12339

http://search.proquest.com/fundingops?accountid=12339

http://www07.grants.gov/index.jsp

http://www.mcgill.ca/research/researchers/funding/deadlines

http://www.mcgill.ca/research/researchers/funding/deadlines

Plan and Draft Research Application

OSR Grants Officer can provide additional

expertise on the agency requirements,

strategies for success, as well as the internal

deadlines. Important to contact OSR as early as possible in the process.

Contact OSR

Grants Officer

Review objectives and requirements

of the opportunity

Draft proposal and other

application requirements

Gather application

requirements

Proposal submitted to

OSR for review

CVs, biosketches for research team members, letters of support, institutional signatures for team members, etc.

Refine hypothesis and aims to better respond to the objectives of the funding opportunity and mandate of the agency.

Make a list of what is needed for the application.

START EARLY!




Submission





Award Closure

Internal Review and Approval OSR Grants and Foundations Team: • Responsible for the pre-award processes for McGill research

grant applications • Provides expert advice in the development & preparation of

grant applications • Develops guides for applying and organizes sessions to assist

faculty in preparing grant applications • Reviews & approves applications on behalf of McGill • Communicates funding opportunities & results of

competitions • Most often the first point of contact for PIs seeking support

with research funding

OSR Internal Review • Grants Officer reviews

the proposal and provides advice related to: • Eligibility based on sponsor

regulations • Clarity of language and

presentation • Alignment with objectives

of the funding opportunity • Application requirements

and completeness • Budget requested and

justification

• Resources that help Grants Officer in their review • Funding opportunity

guidelines • Copy of any reviewer

comments from previous application to agency

• Confirmation of any in-kind and/or cash support being provided by Faculty/department or partnering organizations

• OSR Checklist

InfoEd record created for the application at this time

OSR Checklist • Shared tool that captures the

roles and responsibilities of PI, Department, Faculty, and OSR

• Faculty/Department/School • Used to assess and confirm

support of the proposed project, incl. budget, and availability of resources

• OSR • Assists in the review of the

proposal (e.g., applicant eligibility, additional financial contributions, salary requested, research compliance required)

• Used for data collection and reporting

www.mcgill.ca/research/sites/mcgill.ca.research/files/checklist_osr.pdf

http://www.mcgill.ca/research/sites/mcgill.ca.research/files/checklist_osr.pdf




Submission





Award Closure

Institutional Endorsement and Submission • Only the authorized

delegates at the Office of Sponsored Research can sign research applications/contracts on behalf of McGill University

• Copies of application and duly signed OSR checklist must be submitted to OSR prior to submission even if no signature of authorized official required

• Grants Officer submits applications via e-submission systems, as required

Pre-award – Fundamentals

Usually 5 to 10 working days before agency deadline.

Internal deadlines

Required for all funding requests, contracts and agreements.

OSR Checklist

All applications, proposals, contracts and agreements in McGill’s name must be reviewed and signed off by the Office of Sponsored Research.

Signatures

Contact OSR Grants and Foundations Team as early as possible

Required in all cases, even if no signature required from authorized official




Submission





Award Closure


Agency

• Conducts eligibility screening

• Sends applications to peer-reviewers

• Peer-reviewers make recommendation on merits of the proposal

• Sponsor makes funding decision

• Results communicated

OSR – Grants and Foundations

• Proposal is fully logged in InfoEd (status “Logged-Submitted”)

• Liaises with agency as required

• NSERC/SSHRC: results are communicated to OSR who then informs PIs

Peer-review processes • Mechanisms and processes vary, but principles remain

consistent • Resources to learn more about agency’s peer-review system:

• OSR Grantsmanship sessions • Manuals for peer-review committee members • Program guidelines • Previous committee members

• Videos explaining principles of Peer-Review: • NSERC • NIH Peer-Review Process

http://www.youtube.com/watch?v=fBDxI6l4dOA&feature=youtu.be

http://www.nserc-crsng.gc.ca/Professors-Professeurs/Videos-Videos/DG_eng.asp

Results Announced The researcher is informed that their application was selected for funding!

The file moves from the Grants and Foundations team to the Award Management team in OSR




Submission

Agency Peer-Process




Award Closure

Awards Acceptance and Management OSR Awards Management Team • Manages award acceptances/reviews and negotiates

grant agreements

• Delineates award parameters and Terms & Conditions for grants & contracts

• Approves new Fund creation and adjustments

• Assists with award management, i.e. sponsor notifications, issuance of subawards

• Liaises between Sponsor, RFMS, PIs & you

OSR Award Management Team

Awards Management

Team

Interprets and monitors governing Ts

& Cs

Processes subawards issued to

McGill

Issues subawards to

other institutions

Liaises with stakeholders

(PI, RFMS, Local

Sponsor)

Conducts ongoing eligibility

screening for grant holders

Approves all changes to

award parameters

Awards Acceptance Process

Type of award

Terms and Conditions

Other Conditions

Award Approval Process

Fund Creation

Types of Awards: Grant

Funding decision usually made via peer-review system

Scope of work developed & defined by researchers. Direction of research lies with PI

Deliverables usually limited to scientific & financial reporting

Detailed budget usually required consistent with Sponsor’s requirements.

Eligibility of indirects & rate often per Sponsor policy

Unrestricted rights to publish and IP rests with PI/institution

Contract

Funding not usually decided via a peer-review process

Scope of work agreed upon by PI and Sponsor or dictated by Sponsor.

Usually includes defined deliverables/milestones

Often fixed-fee payments tied to deliverables but can be claim-based per costs incurred. If budget included, usually flexible. Applicable indirects often per Institutional policy

Sponsor usually has right to pre-review publications. Terms of IP, confidentiality and indemnification are negotiated

Types of Grant Mechanisms • Notice of Award: brief letter from sponsor confirming award

details

• Letter of Acceptance: McGill acknowledges acceptance of terms of funding. McGill is usually the only signatory.

• Grant Agreement/Contribution Agreement: both parties agree to the terms and conditions of the funding and both parties are signatories. Usually requires reporting over the life of the grant.

• Sub-agreement: authorizes a portion of the scope of work to be conducted by another party. “Flows down” terms and conditions to sub recipient (e.g., subaward, subgrant)

Terms and Conditions

• Regulations that govern the administration of the research funding

• Awards Management Team delineates key Ts & Cs at the time of award approval • Follows up with sponsor as required to clarify Ts & Cs

• Ts & Cs included in InfoEd and sent to PI at the time of award approval

Ts&Cs – What are we looking for? • Project & budget period for use of funds • Total & annual amounts awarded; indirect costs • Specific eligible & ineligible expenses • Rebudgeting authority (flexibility of budget line items) • Carry-forward authority • Extensions (e.g., automatic, by request) • Reporting requirements: due dates, format, submission • Payment mechanism • Mandatory matching/in-kind commitments • Required collaboration/subaward agreements • Related co-funding awards

Other Conditions • Awards Management team requires a copy of applicable

ethics and compliance approvals • University Animal Care Committee (UACC) • McGill or affiliated hospital Research Ethics Board • Environmental Health and Safety

• Other conditions required by the sponsor prior to confirming award • Receipt of matching contribution(s) • Confirmation of appointment • Executed collaboration agreement/MOU

Award Approval Process

Multi-Year Awards: 3 Types of Award Approvals • Approved: Each instalment year pre-approved by OSR. Authorization given to

RFMS to update Banner at beginning of each budget year. No further action expected from OSR. Applies mostly to Tri-Agency grants whereas payments are automatic.

• Conditional: Each instalment year pre-approved by OSR. Authorization given to RFMS to update Banner at beginning of each budget year. No further action expected from OSR. However, payments from Sponsor are conditional upon the PI satisfying agency requirements (e.g., technical reports). McGill is advancing spending power. Should payments not be received in timely manner, Awards/RFMS may freeze the award. Applies to Provincial awards and all grant & contribution agreements

• NOD received: OSR approval needed for each instalment year before RFMS can adjust budget in Banner. Applies to subaward agreements (we are subrecipients) and awards for

which Sponsor releases annual NOAs (NSERC CRDs, NIH)

Understanding Awards Approvals in InfoEd

NOD Received

Conditional

“Why hasn’t the Award/Fund been approved yet?”

Most Common Delays for Awards Approvals • OSR/RFMS is not aware that the grant was awarded • New Fund Request sent to Finance or Notice of Award sent to RFMS rather

than to OSR • Limited information provided to OSR: email with few details, detective work

required • Grant application bypassed OSR: need copy of application, completed OSR

checklist, and any supporting documentation PI may have received from sponsor

• Negotiation of grant agreement: clarification or unacceptable Ts&Cs • Compliance certificates missing

• PI should begin process ASAP upon notification of results • Other conditions required by sponsor: receipt of matching contribution,

confirmation of appointment, multi-party agreements with partners • RFMS is missing information from OSR to complete fund opening

Award Approval Fundamentals

NOA/Agreement & all pertinent award

documents received

Terms and Conditions outlined

Applicable compliance certificates confirmed

Award parameters (dates & amount

awarded) entered in InfoEd

Award approved in InfoEd

InfoEd record “OSR Approved” and action

item sent to RFMS/ Fund Management Team




Submission

Agency Peer-Process




Award Closure

Fund Creation Process - RFMS

OSR sends action item through InfoEd to RFMS to open new fund

Fund Management Team (FMT) in RFMS creates a new Fund profile in Banner, confirms Fund number to PI

Financial Administrator (FA) is responsible for administration of file going-forward

Fund Creation 1. Fund Management Team (FMT)

• Receives approved award from OSR via InfoEd action item • A new Banner profile is created based on award parameters

entered in InfoEd • Restricted Fund numbers begin with a “2”

• Budget and receivables are setup according to the approved granting period • In cases where the Award Status is Conditional or NOD

Received, the budget is set up on a year-by-year basis • Memo of New Fund Opening is emailed to the PI and copied to

the Chair, Faculty Financial Contact, FA, and FST (if any) • Liaises with OSR if any clarifications are required

2. Financial Administrator (FA) • Reviews Ts & Cs and familiarizes with requirements of award • Handles file moving forward




Submission





Award Closure

OSR •Clarifications on grant terms and conditions •Updates/changes to award parameters

Human Resources (Payroll) • Salary and

benefits paid to employees for services rendered

Student Funding • Undergrad &

Graduate Student Support

Procurement Services • Purchase

Requisitions & Purchase Orders

• PCard

Accounts Payable • Payment requests • Invoice payments • Wire transfer

payments

Travel Desk

• Travel Advances • Expense Reports

RFMS •Award Administration •Financial Reporting and Monitoring

Administrator

PI

Award Administration - RFMS

Transaction Approval

Inter-Institutional Advances

Transfer of Expenses

Budget Instalments and

Adjustments

Other FOAPAL-related Changes

No Cost Extensions

Receivables and Reporting

Monitoring and Compliance

Audit/Monitoring Visits

Transaction Approval Process

Principal Investigator needs to pay someone or for something

Administrator processes/transmits payment as per PI’s instructions/request through the appropriate system (E.g. Minerva Appointment, PYAPOPS, BSA, MMP, MOPRA, Expense Report, etc.)

Financial Administrator at RFMS ensures expense compliance by verifying eligibility of expense, fund availability, and that the expense is charged within the granting period.

The appropriate unit receives the approval, finalizes transactions and completes payment. (E.g. Human Resources, Student Accounts, Procurement Services, Accounts Payable, Travel Desk, etc.)

Inter-Institutional Advances

PI emails request for inter-institutional

transfer.

FA assesses institution eligibility and fund availability.

Once FMT receives the signed transfer letter of

agreement from sub-awardee, FMT releases

cheque and confirms to PI that transfer is complete.

OSR negotiates sub-award agreement

with partner institution and McGill

PI.

FMT emails FA for approval to process inter-institutional

transfer. FA encumbers funds (if

applicable).

FMT processes upon FA approval and includes sub-

award agreement when mailing payment . FMT

confirms to PI that transfer is complete.

Funds involving foreign currency are handled by FA.

FA verifies Terms & Conditions in InfoEd and ensures agreement is

signed by appropriate signing authorities.

FMT processes payment and includes sub-award agreement when mailing payment. FMT confirms to PI that

transfer is complete.

Tri-Agency and Provincial Transfer Agreements

All Other Agencies or Ineligible Tri-Agency Institutions

Multi-year Sub-award Agreements

“I need to make some adjustments… now what?”

Transfer of Expenses

Salary Transfers

Non-Salary Transfers

Budget Instalments & Adjustments

Budget Instalments

Budget Increase/Decrease

Budget Reallocations

Other FOAPAL-related Changes

ORG Changes

Changes in PI Status

Transfer of Expenses – When? • An expense is temporarily

charged to a fund, while PI waits for the new fund to be opened.

• An expense is charged to the wrong fund number.

• An ineligible expense is incurred on the fund.

• The fund is over-expended. • The fund is terminated and there

is an outstanding balance to be cleared.

Transfer of Expenses Transaction How Do I Process?

Salaries & benefits incurred at McGill University

Department initiates transfer via FOAPAL change on Minerva

Retro salaries & benefits incurred at McGill University

Department initiates transfer via: • FOAPAL change on Minerva; or • Retro FOAPAL Journal Request paper

form

Any expenses (including salaries and benefits) paid to a third-party via invoice

A journal is processed to transfer the invoiced amount from one fund to another fund

Student awards incurred on Banner Student Aid (BSA)

Department initiates transfer via Reassignment Request on Minerva

Non-salary expense (e.g. materials & supplies, equipment, travel, etc.)

A journal is processed to transfer the expense from one fund to another fund

Budget Adjustments • Types of Budget Instalments (Budget Renewals):

• Automatic • Conditional (spending budget advanced to PI but

payments to McGill conditional upon submission of required reports)

• NOD received (requires OSR approval) • Budget Increase/Decrease:

• Notification from sponsor is required • OSR approval required for increases

• Budget Reallocations: • Sponsor approval required for some agencies (per Ts &

Cs)

Other FOAPAL-related Changes Type of Fund Adjustment

How Do I Process?

ORG Change • Department submits request to FFO for approval.

• FFO submits request to RFMS.

Change in PI Status • Any change in PI status (e.g. sabbatical leaves, maternity leaves, temporary leave of absence greater than 3 months, resignation) must be communicated to OSR as soon as possible.

• Email [email protected]. • OSR notifies RFMS of any updates.

mailto:[email protected]

No-Cost Extension • The grant period is extended with no additional funding to

allow for the depletion of the balance, respecting the new end date. • Automatic = No OSR involvment • Not Automatic = OSR involment

• The OSR Awards team will assess if sponsor’s approval is required. If so, they will work with PI to obtain it.

• Most Tri-Agency and Provincial grants (FRQ-NT/SC) include an

automatic one-year no-cost extension. No OSR involvement.

For most grants, if an extension is not granted, any residual balance will need to be returned to the sponsor.

Automatic Extensions Agency Automatic No-Cost (all other grants must be requested in

advance of end date) Duration of extension

NSERC All grants except Partnership Programs One year

SSHRC All grants except Connection Grants One year

CIHR All grants funded by CIHR (note some programs run through CIHR but funded by another organization may not have automatic extensions)

As specified in Authorization for Funding (NOA)

FRQ-SC All grants *note that only 25% of the final year of the grant can be carried into extension year without prior approval of agency

One year

FRQ-NT All grants One year

FRQ-S All grants (excludes salary awards) One year

Notes: • Granting programs run through an agency, but where funding provided by other organizations

(e.g., joint initiatives) may not have an automatic no-cost extension. • Extensions beyond the automatic one-year are only approved in exceptional circumstances (e.g.,

illness, family leave , etc.) • Extensions to any other agency/grant must go through OSR/RFMS.

http://www.nserc-crsng.gc.ca/Professors-Professeurs/RPP-PP/index_eng.asp

http://www.sshrc-crsh.gc.ca/funding-financement/programs-programmes/connection_grants-subventions_connexion-eng.aspx




Submission



Fund Administration


Award Closure

$

Reporting Collection

of Receivables

Financial Reporting

Auto-Generated Financial Reports

• Applies to: Tri-Agency, CRC, FRQ-NT/SC

• High volume • Straight-forward • Mass electronic

upload

Sole Source Financial Reports

• Manual • Statement of

expenditures on sponsor funding only

Multi-Component Financial Reports

• Manual • Consolidated

financial reports • Justifications of

variances • Forecast

budgets • Matching

contributions

Financial Reporting • Reporting periods:

• Interim, annual, semi-annual, quarterly, every 18-months • Deadline to submit financial report

• Could be anywhere between 15 to 90 days within the fiscal year-end date, depending on agency requirements

• Federal Government agencies year end period is March 31 • RFMS peak period for annual financial reporting is between April

and June • E.g. CFI, Tri Agency, CRC, CSA, EC, FRQ-SC, FRQ-NT, FRQ-S

• Other agencies have different reporting periods; deadlines can fall anywhere within the year

• Some agencies require supporting documents to be submitted along with the financial report • E.g. AAFC, MDEIE

Financial Reporting Other Considerations: • Sub-awardees • X-Coded Funds • Matching Funds • In-Kind Contributions • For final financial report or claim:

• Outstanding encumbrances must be cleared • Address unspent balance • Over-expenditure must be cleared

Receivables – How We Get Paid

• Per payment schedule Automatic Payments

• Fixed amount Invoices

• Actual costs incurred Claims

• Statement of expenditures Financial Statements

Reminders • All financial reports and claims are prepared by

RFMS • Financial reporting embedded within progress

reports should first be vetted by RFMS • PI must review and sign the financial statement

• Authorized financial signing authority = RFMS • Authorized grantee signing authority = PI

Monitoring and

Compliance

Oversees over-expenditure monitoring

Follows-up with control

reports

Coordinates audits, follows-up

with and implements audit recommendations

Develops compliance

programs by transaction type (Pcard, Expense Reports, Payroll,

Feeds, etc.)

Communicates findings

Simulates Tri-Agency audits

Measures performance –

KPIs

Benchmarks – FST statistics

Monitoring & Compliance Reviews Monitoring & Compliance team oversees both RFMS Control Reports and Compliance Programs. Examples of Control Reports: • Over-Expenditures • Aging Reports • New Funds Control Report • Letter of Guarantees • Inter-Institutional Advances • Ineligible expenses – Tri Agency

Compliance Programs • Pcard • Expense report • Feeds • IDC • Journals • Invoices • Payment requests • Payroll • Fund reconciliation

Just to name a few….

Audit/Monitoring Visits

Sponsor • Can request an audit on the fund anytime during the life of the grant.

Auditor • Requests for a list of expenses incurred during the period being audited. • Picks a sample selection from the list to audit.

RFMS

• Liaises with the PI, the department and other central units to collect all supporting documents for the sample selection.

• Coordinates with and provides auditor with supporting documentation.

Supporting Documentation Transaction Type of Supporting Document

Expense Reports (IE) Invoices, Receipts Conference programs and prospectus, taxi chits, sponsor per diem rates, etc.

Feeds (F) Invoices, Receipts, PI’s Authorization, Service Level Agreements

Feeds for Payroll (F) Award Certifications, Minerva Appointments, Offer Letters, Signed Memos, Time Sheets

Interdepartmental Charges (IDC)

Invoices, Receipts, PI’s Authorization

Journals (J) Invoices, Receipts, PI’s Authorization

PCards (IC) Invoices, Receipts

Student Awards (F or I) Award Certifications, Invoices, Notice of Awards

Documentation and Retention Responsibilities: http://www.mcgill.ca/financialservices/sites/mcgill.ca.financialservices/files/retention_of_financial_documents_roles__responsibilities_nov_27_2012_1.pdf

http://www.mcgill.ca/financialservices/sites/mcgill.ca.financialservices/files/retention_of_financial_documents_roles__responsibilities_nov_27_2012_1.pdf






Submission



Fund Administration


Award Closure

Award Closure • Project is complete – PI has submitted final technical report;

all milestones and deliverables have been met • All funding is received from sponsor • All inter-institutional advances to partners are received and

accounted for • All payments to sub-awardee(s) and vendors have been

made • Outstanding commitments are cancelled • Outstanding travel advances are reconciled • All financial reporting and/or invoicing is complete • Balance is at $0

“What happens to unspent balances at award closeout?”

Scenario 1 Unspent balance on X-Coded

Fund (Child Fund)

Returned to Main Fund (Parent Fund)

X-Coded Fund is closed

Scenario 2

Unspent balance on Fund

Returned to sponsor

Budget is reduced on Fund

Fund is closed

Scenario 3

Unspent balance on Fund

Sponsor allows PI to use on other research

Unspent balance transferred to PI’s Residual Fund

Fund is closed

Competitive Renewal • Researcher has successfully completed his research project and

would like to secure funding to support the next phase of the long-term project.

• The grant cycle begins again. • If competitive renewal award has the same sponsor award/grant

number, usually Fund # remains the same.

• If sponsor has issued the competing renewal award with a new grant number, a new Fund is required.

• New InfoEd PT record created for competing renewal applications.




Submission



Fund Administration


Award Closure

CONTACT US

Who do I contact? Grants and Foundations •Proposal Development •Application process •Reviews of applications prior to submission •Information on funding opportunities •Liaison with agencies regarding calls for proposals •Institutional signatures

Awards OSR •Awards Acceptance •Institutional signature on grant agreements and sub-awards issued to McGill •Changes to parameters & terms of the Award •Liaison with the agencies regarding award management • Issues subs to other institutions

Research Financial Management Services •Fund account information •Statements of Account •Eligible expenses •Issuing sub-award agreements to Canadian institutions (Tri-Agencies, FRQ)

Grants and Foundations Name Portfolio Email Phone

Naiberguer, Olga Associate Director, Grants and Foundations [email protected] 398-3488

Callaghan, Jennifer Project Assistant - Provincial Programs [email protected] 398-3256

Chatman, Meredith Prizes and Awards Administrator [email protected] 398-3218

Clark, Lauren Project Assistant [email protected] 398-4880

Couture, Marie-Eve Senior Grants Officer - Provincial Programs [email protected] 398-3348

Donato, Maureen Grants Officer - Biomedical (CIHR, NIH), Cancer-related Sponsors [email protected] 398-5184

Kemp, Linda Grants Officer - Provincial Programs [email protected] 398-3592

Liness, Martyn Grants Officer - International [email protected] 398-8915

Mastalerek, Joanna Grants Officer - Foundations, Social Sciences & Humanities Sponsors (SSHRC) [email protected] 398-7300

Milbradt, Vera Administrative Officer [email protected] 398-3790

Narasimhadevara, Rupa Senior Grants Officer - Team Grants [email protected] 398-7105

Nguyen, David Grants Officer - Canadian natural sciences and engineering agencies (NSERC, etc) [email protected] 398-8707

If you’re not sure who to contact, contact [email protected].














Awards Management Name Portfolio Email Phone

Boutet, Marlene Associate Director, Awards Management [email protected] 398-8120

Capizzi, Maria

Awards Administrator – Canadian natural sciences and engineering agencies (NSERC, etc) [email protected] 398-5114

De Angelis, Teresa Awards Administrator – Provincial Agencies [email protected] 398-3283

Greco, Rosa Maria Awards Administrator – Contract and Agreements [email protected] 398-1887

Lam Tsang On, Florise Awards Administrator – International [email protected] 398-7229

Larin, Amy Senior Awards Officer [email protected] 398-4803

Larivière, France

Awards Administrator – Biomedical, Social Sciences and Humanities (e.g., CIHR, SSHRC) [email protected] 398-5211








Research Financial Management Services

Name Portfolio Email Phone

Coletta, Elvie Director [email protected] (514) 398-5188

Lea Archambault Senior Manager – Monitoring and Compliance

[email protected] (514) 398-2659

Sonia Pietraroia Compliance Supervisor – Monitoring and Compliance


Cindy Furtado Supervisor – Tri-Agency, CRC, NIH, US Army, Heart & Stroke and Other Foundations, Associations


Marilena Mincu Supervisor – CFI, MDEIE, Genome, Contracts, FRQ-NT/SC, FRQ-S and Other Foundations, Associations


Linda Augello Supervisor – Fund Management Team [email protected] (514) 398-3884

Brenda Lam Training and Support Officer [email protected] (514) 398-2100

Fund Management Team [email protected]












life cycle of a grant - mcgill university · funding . locate funding • prioritize the research...

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