Create an application 

1. Sign in to the Research Portal
2. Click Create application
3. Select the funding opportunity under Stage: NOI and select Create
4. Under Applications, open the NOI
5. Click Edit to complete the different sections

Organization – Select the organization that will administer the grant.

Department – Enter the department where you hold your eligible position. If your department is not in the list, select Head office.

Application title – Provide a short and descriptive title. It may be used for publication purposes. Limit the use of acronyms (for example, DNA, NATO, etc.) and avoid company or trade names. Note: you may edit the application title at the full application stage.

Language of the application – Indicate the language in which the application will be submitted. The main body of the application must be written in either English, or French, rather than a mix of both official languages. The NSERC CCV must be in the same language as the application.

Suggested evaluation group – The Subatomic physics evaluation section will be selected by default, and you cannot change this selection.

Proposed research topics - The first research topic is Subatomic physics by default, and you cannot change this selection. You may select, in order of relevance, up to four additional research topics in any evaluation group, as required.

Keywords - Provide up to 10 keywords that best describe this proposal. It is important to separate the keywords by commas.

SAP-RTI category 2 or 3 grants can be single or multi-year awards; however, the onus is on the applicant to clearly explain the proposed duration in the application. If you do not request support for some years, you must enter 0 for each of those years.

The estimated amounts should be as close as possible to those that will be requested in the application. Should the amounts requested in the full application differ by more than 20% from those that were included in the NOI, the applicant should notify NSERC as soon as possible.

Consult the eligible costs section above and the Tri-agency Guide on Financial Administration for information about the eligibility of expenditures for the direct costs of research and the regulations governing the use of grant funds.

The summary of proposal must not exceed 6,000 characters and should provide:

• a short description of the equipment or facility
• an overview of the research programs that depend on access to the equipment or facility
• a brief explanation of the requested budget

You may request that some researchers, organizations or large collaborations not be involved in the review of your application. While NSERC cannot be bound by this information, the agency will take it into consideration when selecting reviewers. NSERC may also exclude reviewers because of conflicts of interest, as described in the Conflict of interest and confidentiality policy of the federal research funding organizations.

Information concerning exclusions may be accessible to those individuals named in this section under the Privacy Act.

Note that the exclusion type Collaboration refers to large research groups that work on specific projects.

To upload your CCV successfully, the first name and family name used to create your CCV site account must match the names used to create your Research Portal account. The email address used to create your Research Portal account must also match at least one of the emails listed in your CCV account.

• In the Application Overview page, click Attach.
• Enter your CCV confirmation number (see the NSERC CCV instructions for professors for details on how to obtain your confirmation number).
• Click Upload.
• Click Back to Application Overview.
• Preview your CCV in the Research Portal to make sure it was uploaded correctly and includes all the records you want to submit for peer review. Your CCV must be in the same language as your NOI. You may update your CCV at the full application stage.

While the NSERC Canadian Common CV website is bilingual, you can only save your NSERC CCV in one official language at a time. To save a French version, you must sign in to the platform in French, as the saved language corresponds to the platform’s language setting.

Include only those who frequently use the equipment as co-applicants. There is no typical number of co-applicants for an SAP-RTI category 2 or 3 grant application.

From the Application Overview page in the Invitations section, select Manage Invitations. Provide the name and email address of each co-applicant. An email will be sent to each participant with instructions on how to accept the invitation.

In addition to information that must be provided to the applicant for the proposal, co-applicants must accept the invitation as specified in the invitation email. In the Research Portal, complete the Eligibility profile, provide the number of hours per month to be devoted to the use of the equipment and upload your NSERC CCV.

A Submit button will be displayed once you have validated the information and uploaded your NSERC CCV. Select Submit to send your part of the application to the applicant.

Once co-applicants complete their portions and select Submit, the applicant will see the status of the co-applicant invitations change from Invitation sent to Invitation accepted and completed and a green check mark will appear in the Status column.

Note: Before submitting the application to NSERC, any co-applicant outside the applicant’s institution must inform their organization’s authorized officer that the applicant or their institution will be requesting the officer’s agreement and signature for the co-applicant’s participation.

Click on the Submit button at the bottom of the Application Overview page. A pop-up message will appear. You will be required to extract and review your NOI to ensure that it is complete. The CCV will not appear in the extracted application. Save a copy of your NOI for your records. Once you have checked the confirmation box, click Submit in the pop-up message.

To complete the submission process, you will need to read and accept the terms and conditions by clicking on the I Accept button. You will receive a confirmation message on the web page, as well as a confirmation email that your NOI was received and that the status of your submission is Received by Agency.

To verify the status of your submission, return to the home page. The status will be Received by Agency.

You must include all requested information in your application, and the submitted application must meet the Research Portal presentation and attachment standards. Incomplete applications and applications that do not meet the presentation standards may be rejected, or be at a disadvantage, in comparison with those that are complete and respect the presentation standards. Where page limits are stated, pages in excess of the number permitted will be removed. Information that is not required, based on the application instructions, will be removed.

If you have not submitted a notification of intent (NOI) for a SAP-RTI – category 2/3, you cannot create or submit an application. Applicants are not required to submit a notification of intent to apply (NOI) before submitting a SAP-RTI – category 1 grant application.

• Sign in to the Research Portal.
• Select the funding opportunity and click Create.
  • For SAP-RTI – category 2/3: Select your notification of intent (NOI) to apply; it will form the basis for your application.
• Complete your eligibility profile and click on Validate.
• Click on Continue and Create Application.
• Under Applications, open the application.
• Click on Edit to complete the different sections.

Note: For SAP-RTI – category 2/3: Some fields are pre-populated based on the information provided in your NOI. You may edit these fields as needed.

Organization – Select the organization that will administer the grant.

Department – If your department is not in the list, select “head office.”

Application title – The title must be short and descriptive. It may be used for publication purposes. Restrict the use of acronyms (e.g., DNA, NATO, etc.) and avoid company or trade names. The title of the application can differ from the title provided on the NOI.

Language of the application – Indicate the language in which the application will be submitted. The main body of the application must be written in either English or French, rather than in a mix of both official languages. All NSERC CCVs (for the applicant and all co-applicants) must be submitted in the same language as the application.

Suggested evaluation group (not editable) – Only researchers undertaking research in subatomic physics at a Canadian university can apply to the Subatomic Physics Research Tools and Instruments (SAP-RTI) program. Applications that do not meet this requirement will be rejected.

Hours per month to be devoted to research/activity or use of equipment or facility – Enter the number of hours per month you, the applicant, plan to devote to the use or operation of the resource. Do not include hours contributed by others (e.g., highly qualified personnel).

A maximum of 3,000 characters is allowed in the text box.

Provide a summary of the proposal in plain language that the public can understand. It will be made available to the public if your proposal is funded.

Using simple terms, briefly describe the equipment or the facility that is requested, what it will be used for, and the research activities it will enable. Indicate why and to whom the research activities are important, their anticipated outcomes and the benefits to the research field and to Canada.

If you wish, you may also provide a summary in the other official language in the text box for that purpose.

In exceptional cases, multi-year requests will be accepted for SAP-RTI - category 1 grants, however the onus is on the applicant to clearly explain the rationale in the Budget justification section. If you do not request support for certain years, you must enter 0 for each of those years.

Verify all of your entries carefully. The Total Amount Requested from NSERC is calculated automatically by subtracting the Total Cash Contributions, if any, from the Total Proposed Expenditures.

All project expenditures are subject to the principles and directives governing the appropriate use of grant funds as outlined in the Tri-agency Guide on Financial Administration.

Applications for computing equipment are considered on the same basis as all other equipment applications. RTI grant funds may be used to purchase hardware and/or to pay for the acquisition of software.

Expenses covered by the Research Support Fund (RSF) are ineligible for funding through the RTI program. Refer to the RSF website for information on the indirect costs covered by this program.

Indicate any cash contributions, if applicable. A cash contribution is financial support provided by another source of funding, such as a university, industry or other sources. A vendor discount is not a cash contribution.

For SAP-RTI category 2 and 3 grants, the amount requested in the application should not differ by more than 20% from that included in the NOI. Should there be a deviation larger than 20%, you will need to justify the difference and obtain NSERC's approval before submitting your full application. The distribution of the requested funds over the years can be changed with respect to what was submitted in the NOI (i.e., different values in each year, different duration).

Use the Budget justification section to explain and justify each budget item and any contributions from other sources towards the purchase of the equipment or facility.

Before completing this section, consult the Requirements for certain types of research.

Research involving humans: If you select Yes, you must provide your institution's administration with the appropriate certification indicating that research involving humans has been reviewed and has received the required approval.

Research involving the use of animals: If you select Yes, you must provide your institution's administration with the certification from the animal care committee at the institution that the experimental procedures proposed have been approved and that the care and treatment of animals are in accordance with the principles outlined in the Canadian Council on Animal Care (CCAC) guide.

Research involving human pluripotent and/or totipotent stem cells: If you select Yes, or if the application is found to fall into this category through peer review and is recommended for funding, it will be forwarded, with your consent, to CIHR’s Stem Cell Oversight Committee (SCOC) to ensure compliance with Chapter 12, Section F of the Tri-Council Policy Statement: Ethical Conduct for Research Involving Humans (TCPS 2). The SCOC review is in addition to the normal review by local research ethics boards (REBs). Funding will not be released until approval has been obtained from the SCOC.

Research involving hazardous substances: If you select Yes, you must provide your institution's administration with the certification from the biosafety committee at the institution that the laboratory procedures being used comply with the safety precautions necessary for the level of containment required by the research.

Environmental impact: For more information, consult NSERC’s Guidelines on impact assessment.

Sensitive Technology Research Areas: If you select Yes, you must complete and attach attestation forms to your grant application – in the STRAC Attestation Attachment section – to comply with the policy. In accordance with the Policy on Sensitive Technology Research and Affiliations of Concern, all researchers involved in the activities supported by a research grant that aims to advance a Sensitive Technology Research Area (STRA) must review the List of Named Research Organizations.

Research subject codes: Consult the Research subject codes table. All applicants are required to select a primary research code.

Area of application codes: Consult the Area of application codes table. All applicants are required to select a primary area of application code.

Keywords: Modify, as required, the keywords to best describe your proposal. A maximum of 10 keywords is permitted.

You must re-validate your eligibility profile. Review your information and ensure it accurately reflects the details of your eligible position. If your position is not in the list provided, enter free-form text. Click on Save and validate.

On the Application Overview page, click Attach to include each required document. Attachments are free-form and must respect Research Portal presentation and attachment standards and page limits, where appropriate.

Important note: You must preview all of your attachments in the Research Portal to ensure that the documents have been uploaded correctly and that the content is viewable. NSERC will not accept corrupted or protected files that cannot be opened or viewed.

This is a free-form PDF attachment.

The following page limits apply:

• Category 1: 4 pages
• Category 2: 10 pages
• Category 3: 15 pages

Refer to the selection criteria section  and address each of the criteria. The applicant prepares the proposal with input from co-applicants, as required.

Refer to the NSERC CCV instructions for information on obtaining consent to name individuals in your proposal.

This is a free-form PDF attachment.

There is no page limit. The file size limit is 10MB.

This section must only contain information pertinent to the budget and relationship to other research support.

Provide a detailed explanation and justification for each budget item identified on the Proposed expenditures page. Provide sufficient information to allow reviewers to assess whether the items requested are appropriate, including details on models and manufacturers.

In a table format like the one below, give a clear cost breakdown of the items requested indicating the subtotal(s), the institutional tax rate, the total tax and, if applicable, the currency exchange rate(s) and the converted currency total(s).

Table template

All proposed expenditures, including those taken from quotations, must be in Canadian dollars. To convert to Canadian currency, you must use an exchange rate consistent with the Bank of Canada rate at the time of application. Ensure that tax rates (i.e., applicable exemptions or rebates) used in the budget are consistent with the tax rates used by your institution. Failure to use the above-described exchange rate and/or tax rate(s) or the addition of any other line item in the budget intended to cover fluctuations in cost, may result in a revised award amount.

Ensure that you include two quotations, when applicable. If you cannot provide the number of quotations required, provide a clear justification (refer to the Quotations section below).

You must provide sufficient information to enable the reviewers to assess the relationship between the equipment requested in this application and in other relevant research funds held or applied for, including those of any co-applicants. These funds can include grants and contributions from funding agencies, organizations, the private sector, institution start-up funds, research chairs, the primary place of employment (for adjunct professors) and other institutional research support.

You must clearly demonstrate that the funds requested in the SAP RTI application will be for expenses that are distinct from those covered by support (in kind or cash) from other sources. For funding applied for, you must demonstrate that there will be no duplication of funding for the same expense(s) by explaining how funds will be used if all applications are successful.

Two files with a size limit of 10 MB each.

While applicants are encouraged to provide quotations for all equipment, you must provide two (2) recent quotations for any individual item(s) over $40,000 net. If the required number of quotations cannot reasonably be submitted, you must provide a clear justification in the Budget justification section.

The application will be rejected if the quotations or the justification are not submitted with the application.

Note: Net cost is defined as the purchase cost of the equipment after any discount from the vendor and before taxes, customs and importation fees, transportation and shipping charges, and assembly and installation costs.

This is a free-form PDF attachment.

Limit of two pages.

• SAP-RTI – category 2 and 3 grant applications
  A letter from the applicant’s head of department is required. The letter must indicate the importance and priority that the department places on the proposed equipment and the extent to which the department will provide support.
• SAP-RTI – category 3 grant applications
  A letter from the president of the university or delegated representative is required. The letter should explain the extent to which the university will provide support, such as the provision of space, financial contributions to the purchase and installation, the purchase of ancillary equipment, funding of technical support staff, etc.

In the case of SAP-RTI – category 3 grant applications, each letter of support (head of department and president of the university or delegated representative) should each be on one page. The two letters must be combined in a single two-page PDF file.

If you selected Yes to the question regarding Sensitive Technology Research Areas (STRA) in the Activity Details section of your application, you must complete and attach attestation forms to your grant application to comply with the policy. By using the attestation form template, you and your co-applicant(s), if applicable, must each complete an attestation form certifying that you have read, understood, and are compliant with this policy. You must collect and compile all the completed attestation forms and save them as a single PDF file. The attestation forms must include the current date, first and last name, primary affiliation (institution), email address, public profile link (optional) and attestation statement check. Your response to the STRA question and your submitted attestation form(s) are not accessible to, nor shared with, external reviewers and/or committee members.

Should the application be successful, you and your research team will also be required to comply with the policy for the duration of the grant. For more information, please read the Tri-Agency’s detailed guidance for this policy.

Include only those who frequently use the equipment as co-applicants. There is no typical number of co-applicants for an SAP-RTI grant application.

From the Application Overview page in the Invitations section, click on Manage Invitations. Provide the email address and family name of each co-applicant. An email will be sent to each participant with instructions on how to accept the invitation.

In addition to information that must be provided to the applicant for the proposal, co-applicants must accept the invitation as specified in the invitation email. In the Research Portal, complete the eligibility profile, provide the number of hours per month to be devoted to the use of the equipment and upload your NSERC CCV. A Submit button will be displayed once you have validated the information and uploaded your NSERC CCV. Select Submit to send your part of the application to the applicant.

Once co-applicants complete their portions and select Submit, the applicant will see the status of the co-applicant invitations change from Invitation sent to Invitation accepted and completed and a green check mark will appear in the Status column.

Note: Co-applicants (except those from the applicant’s institution) must advise the authorized officer of their organization that the applicant, or the applicant’s institution, will be seeking their authorized officer’s signature and agreement to the co-applicant’s participation before the application is submitted to NSERC.

To upload your CCV successfully, the first name and family name used to create your CCV site account must match the names used to create your Research Portal account. The email address used to create your Research Portal account must match at least one of the emails you listed on the CCV site.

• In the Application Overview page, click Attach.
• Enter your CCV confirmation number (refer to the NSERC CCV instructions for professors for details on how to obtain your confirmation number).
• Click Upload.
• Click Back to Application Overview.
• Preview your CCV in the Research Portal and verify that it was uploaded correctly and that it contains all of the records that you wish to submit for peer review. Your CCV must be in the same language as your application.

Note: While the Canadian Common CV website is bilingual, you can only save your NSERC CCV in one official language at a time, corresponding to the language of the platform you are using. For example, to save a French version of your NSERC CCV, you must sign into your account using the French platform.

Click on the Submit button at the bottom of the Application Overview page. A pop-up message will appear. You will be required to extract and view your application to ensure that it is complete and that all relevant attachments extract properly. Note that the CCV will not appear in the extracted application. Save a copy of your application for your records. Once the confirmation box has been checked, click on the Submit button displayed in the pop-up message.

To complete the submission process, you will need to read and accept the terms and conditions by clicking on the I accept button. You will receive a confirmation message on the web page, as well as a confirmation email.

When you submit your application, it is sent to your research administrator for approval and submission to NSERC. The status of your application will be changed to Received by administrator. Once your research administrator has approved and forwarded your application to NSERC, the application status will be changed to Received by agency.

To verify the status of your submission, return to the home page.

Note: The retention period of applications in the Research Portal is three months after the deadline date. If you wish to keep a record of your submitted NSERC application, use the Export application and attachments to PDF function and save a copy.

NSERC does not require original signatures on applications or other documents submitted electronically using the Research Portal. User ID/password-based “signatures” allow applicants, supporting organizations and authorized institutional representatives —such as research grants officers, scholarships liaison officers and business officers —to “sign” and submit online applications and other documents to NSERC. Refer to the frequently asked questions in the program guide for professors for more details.

Before you, as an applicant or co-applicant, can submit your application to NSERC or upload your NSERC CCV to an application, you must read and agree to the terms and conditions of applying that appear in a pop-up window during the submission process. It is your responsibility to retain a copy of the agreed terms and conditions for your records.

• the institution will abide by the roles and responsibilities set out in the Agreement on the Administration of Agency Grants and Awards by Research Institutions ("the Agreement") with the three federal granting agencies, including the Tri-Agency Framework: Responsible Conduct of Research, the Tri-agency Guide on Financial Administration, and the relevant program literature
• as required by the agreement, you, as the applicant and co-applicant(s), meet the eligibility requirements for the relevant funding opportunity
• before submitting the application, the institution has obtained written approval from any other institutions involved in the application process
• you will not use or disclose any information that you obtain or view on the Research Portal for any purposes other than your participation in the agency’s process
• you understand that the agency reserves the right, at its sole discretion, to terminate or restrict your access to the Research Portal at any time, without notice

• agrees with the content of the application and will provide the committed resources
• agrees to the release of the public summary of the award and to the publication of the organization's name as a supporter of the initiative

If you are both the applicant or co-applicant and a principal of a collaborating organization, another senior official must “sign” on behalf of the organization.