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Applicant -
Co-applicant -
Collaborator -
Contributor -
Participant -
Partner (organization) -
Research grants officer -
Student -
Roles in an application for each CCI funding opportunity -
Convergence Portal permissions for each role in a CCI application
The roles in an application and eligibility requirements for members of a research team, college faculty and administrators to apply for or hold
For questions regarding institutional eligibility, please visit the
For questions regarding individual eligibility, please visit the
For information on the grant administration roles and responsibilities for the appropriate use of grant funds, please see the relevant section in the
Your role in a grant application determines your eligibility to apply for or hold CCI grant funds and your level of access in the Convergence Portal. The composition of the research team may vary based on the proposed research and related activities and must respect the requirements of the specific CCI funding opportunity.
Please also consult the relevant
Once awarded, any changes to the research team, including the eligibility status of a role, must be promptly communicated by submitting a
CCI program grants are institutional grants, i.e., the host college is considered the grant recipient.
The applicant is the individual mandated by the college responsible for preparing and submitting the CCI grant application through their research office. The applicant is also accountable to the host college for coordinating the financial and administrative aspects of the application and grant.
The principal investigator of a project or research activity may be the applicant.
Before applying for a CCI grant, applicants are expected to consult with the relevant research administrators at their college (e.g., research office) and discuss relevant responsibilities and accountabilities. The applicant’s level of responsibility in administering a grant may vary based on the host college’s internal policies.
To be considered an applicant:
- You must hold or have a firm offer1 of a remunerated position at an eligible Canadian college2 at the time of your application. This may include a faculty appointment, a position as a research administrator or technical/professional staff. Applicants holding a position at a not-for-profit organization affiliated with the college are not eligible;
- You must not be currently declared ineligible3 to apply for and hold funding in any role for reasons of breach of responsible conduct of research policies, such as ethics, integrity, or financial management policies; and
- You must accept and comply with the
Terms and conditions of applying for applicants andTerms and conditions of award of any resulting grant.
The applicant cannot be the same individual as the college’s research grants officer on the same CCI application and grant.
In the event of the applicant’s departure from their college or a change in their eligibility status (pre- or post-award), the host college may name an eligible replacement, subject to NSERC approval.
The applicant is referred to as ‘primary applicant’ in the Convergence Portal.
A co-applicant is an individual participating in a CCI application and grant who plays a significant role in the overall intellectual leadership or in the conduct of research and related activities. A co-applicant may be responsible for some financial aspects of the research and related activities.
The applicant is expected to discuss with the co-applicant how the grant’s financial responsibilities will be shared (i.e., through access to grant funds). For multi-institutional applications, a
The principal investigator of a project or research activity may be the co-applicant.
To be considered a co-applicant:
- You must hold a remunerated position at, or be affiliated with, an eligible Canadian college 2 or university4, at the time of the application. For college co-applicants, this may include a full- or part-time position, such as a faculty appointment, a position as a research administrator or technical/professional staff. Co-applicants holding a position at a not-for-profit organization affiliated with the college are eligible;
- You must not be currently declared ineligible 3 to apply for and hold funding, in any role, for reasons of breach of responsible conduct of research policies, such as ethics, integrity, or financial management policies;
- College co-applicants with part-time positions are expected to conduct the proposed research and related activities in addition to their regular responsibilities;
- University co-applicants must meet the
Eligibility requirements for individuals to apply for or hold grant funds ; and - You must accept and comply with the
Terms and conditions of applying for co-applicants andTerms and conditions of award of any resulting grant.
A collaborator is usually an individual from a partner organization participating in a CCI application and grant. They may also be from another post-secondary institution. A collaborator’s expertise complements the core research team; they contribute to the overall intellectual direction of the research and participate in research-related activities.
A collaborator’s participation is self-funded, as collaborators do not have access to grant funds, nor play a role in the financial aspects of the grant. Furthermore, grant funds may not flow back to the partner organization and cannot be used to cover collaborator expenses. With the exception of travel and travel-related subsistence expenses, expenses that collaborators incur in the conduct of research or research-related activity will not be covered.
Collaborators do not create an account or have a dedicated role in the Convergence Portal; their individual information is included as part of the CCI grant application itself.
Please consult the relevant funding opportunity instructions for completing a grant application for further information.
A contributor is an individual designated by the applicant to help complete and edit the CCI grant application.
A contributor does not participate in the research and related activities, so their information is not needed or captured in the CCI grant application.
A participant is an individual participating in a CCI application and grant, who contributes to the overall intellectual direction by conducting research and related activities. The participant does not have responsibility for the financial aspects of the application and grant.
To be considered a participant:
- You must hold a remunerated position at, or be affiliated with, an eligible Canadian college 2 or university4 at the time of the application. For a college participant, this may include a full- or part-time position, such as a faculty appointment, a position as a research administrator or technical/professional staff; and
- You must accept and comply with the
Terms and conditions of applying for participants .
A partner is a private, public or not-for-profit organization that actively participates in the research and related activities of a CCI application and grant and makes cash and/or in-kind contributions. The authorized contact from the organization represents the partner organization and completes the partner module in the Convergence Portal.
The CCI program’s
The research grants officer is the authorized institutional contact who confirms the host college will take responsibility for the administration of the grant funds, should the application be awarded funding. The research grants officer is expected to guide the applicant on using grant funds, as per the terms and conditions of the respective CCI funding opportunity and the
The research grants officer confirms and certifies that:
- the applicant and other members of the research team meet the eligibility requirements;
- any co-applicants from other institutions meet the eligibility requirements, and that authorized representatives from those institutions have confirmed that the co-applicants have approval to participate in the proposed activities;
- the proposed research projects or activities meet the funding opportunities’ requirements; and
- the college will meet its obligations and responsibilities, including its compliance with the
Agreement on the Administration of Agency Grants and Awards by Research Institutions , theTri-agency Framework: Responsible Conduct of Research , theTri-agency Guide on Financial Administration and the relevant CCI program grant literature.
As part of their pre-award responsibilities, the research grants officer is authorized to access, browse, approve and forward the college’s CCI grant application to NSERC. This includes returning an application to the applicant should it be deemed incomplete or unsatisfactory, along with the required changes, if applicable.
Further roles and responsibilities of the research grants officer are detailed in the Administering institutions section of the
The research grants officer cannot be the applicant on the same CCI application and grant.
To register as a research grants officer, please contact your institution’s Principal Research Administrator as they are granted the ability to oversee and manage administrative roles within an institution on the Convergence Portal.
Once registered, the research grants officer will be able to access the Convergence Portal and will have to read, accept and comply with the
The research grants officer is referred to as ‘research administrator’ in the Convergence Portal.
In a CCI application and grant, college students are considered students while enrolled in a pedagogical program offered by the college and 12 months after program completion.
The participation of college students and a college student training component are required per the relevant CCI funding opportunity (unless otherwise specified). It is the intention of the CCI program that the funds allocated to student salaries be used primarily for college students.
University students and post-doctoral fellows are:
- to be remunerated as technical or professional university staff or as consultants in the budget table;
- considered research trainees for reporting purposes.
Students do not create an account or have a dedicated role in the Convergence Portal; therefore, their individual information is not needed or captured in the CCI grant application.
The table below indicates if a role in an application is mandatory, optional or unavailable for the following CCI grants:
Applied Research and Development (ARD) grants Applied Research Tools and Instruments (ARTI) grants College and Community Social Innovation Fund (CCSIF) grants Mobilize grants Technology Access Centres (TAC) grants
| Program stage | Applicant | Co-applicant | Collaborator | Contributor | Participant | Partner | RGO |
|---|---|---|---|---|---|---|---|
| Roles for ARD | Mandatory | Optional | Optional | Optional | Optional | Mandatory | Mandatory |
| Roles for ARTI | Mandatory | Unavailable | Unavailable | Optional | Optional | Unavailable | Mandatory |
| Roles for CCSIF | Mandatory | Optional | Optional | Optional | Optional | Mandatory | Mandatory |
| Roles for Mobilize | Mandatory | Unavailable | Optional | Optional | Mandatory* | Optional at time of application | Mandatory |
| Roles for TAC Letter of Intent | Mandatory | Unavailable | Unavailable | Optional | Unavailable | Unavailable | Mandatory |
| Roles for TAC Full application | Mandatory | Unavailable | Optional | Optional | Mandatory* | Unavailable | Mandatory |
*This individual must be from the host college
Roles for ARD: applicant, partner and RGO roles are mandatory. Co-applicant, collaborator, contributor and participant roles are optional.
Roles for ARTI: applicant and RGO roles are mandatory. Contributor and participant roles are optional. Co-applicant, collaborator and partner roles are unavailable.
Roles for CCSIF: applicant, partner and RGO roles are mandatory. Co-applicant, collaborator, contributor and participant roles are optional.
Roles for Mobilize: applicant, participant and RGO roles are mandatory. The participant must be from the host college. Collaborator and contributor roles are optional. Partner role is optional at the time of application. Co-applicant role is unavailable.
Roles for TAC Letter of Intent: applicant and RGO roles are mandatory. Contributor role is optional. Co-applicant, collaborator, participant and partner roles are unavailable.
Roles for TAC Full application: applicant, participant and RGO roles are mandatory. The participant must be from the host college. Collaborator and contributor roles are optional. Co-applicant and partner roles are unavailable.
Permission to submit, edit or view specific parts of an application in the Convergence Portal will vary depending on an individual’s role in the application.
| Convergence Portal function | Applicant | Co-applicant | Collaborator | Contributor | Participant | Partner | RGO |
|---|---|---|---|---|---|---|---|
| Creates Convergence Portal account | Yes | Yes | No | Yes | Yes | Yes | Yes |
| Fills in ‘My Information’ section | Yes | Yes | No | No | Yes (some CV exceptions) | Yes | No |
| Provides CV or biosketch only | No | No | Yes | No | No | Yes * | No |
| Creates application | Yes | No | No | No | No | No | No |
| Invites other participants to application | Yes | Yes | No | Yes | No | No | No |
| Views some 'Shared Content' | Yes | Yes | No | Yes | Yes | Yes | Yes |
| Edits some 'Shared Content' | Yes | Yes | No | Yes | No | No | No |
| Finalizes all participants’ info | Yes | No | No | No | No | No | No |
| Submits application to RGO | Yes | No | No | No | No | No | No |
| Submits application to NSERC | No | No | No | No | No | No | Yes |
| Views application status in Application tab after submission | Yes | Yes | No | No | Yes | Yes | Yes |
| Views awards information, Notices of Decisions, Messages from Review Committee | Yes | Yes | No | No | No | No | Yes |
| Views reports | Yes (Progress and Final reports only) | Yes (Progress and Final reports only) | No | No | No | Yes (Partner report only, via Voxco) | Yes (Progress and Final reports only) |
| Edits reports | Yes (Progress and Final reports only) | Yes (Progress and Final reports only) | No | No | No | Yes (Partner report only, via Voxco) | Yes (Progress and Final reports only) |
| Submits reports | Yes (Progress and Final reports only) | No | No | No | No | Yes (Partner report only, via Voxco) | Yes (Progress and Final reports only) |
* If a not-for-profit organization asks for a research salary allowance
- 1
Your appointment must be ratified by the person(s) or body responsible for approving appointments or their delegate(s) and must be in accordance with institution statutes. If the offer of a position is still pending approval at the time of application, it must be finalized and confirmed in writing to NSERC within six weeks following the application deadline.
- 2a2b2c
This individual must be from an eligible Canadian college. See the list of eligible colleges for CIHR, NSERC or SSHRC.
- 3a3b
By NSERC, SSHRC, CIHR, or any other research funding organization worldwide.
- 4a4b
This individual must be from an eligible Canadian university. See the list of eligible universities for CIHR, NSERC or SSHRC.