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SSHRC Research Community Meeting

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					SSHRC Research Community Meeting

                  March 15, 2010
            University of British Columbia


                       Ralph Matthews
     Social Science and Humanities Research Coordinator

                       Alison Ariss
               Research Development Officer
Goal and Key Principles

Goal:
   SSHRC’s goal is to “create a simpler, more flexible
   and effective application and assessment system”

Key Principles:
   Eliminate overlaps in program objectives
   Minimize logistical barriers for applicants
   Support research activities undertaken by individuals,
   teams, and formal partnerships
   Continue to support research in all fields through
   disciplinary, interdisciplinary and cross-sector
   approaches.
Renewal Structure

  Three program umbrellas they
  have proposed:

     Insight
     Connections
     Talent
Priority Areas

    The following have been identified as
    priority subjects for special attention:
     Aboriginal research
     The environment
     The north
     New Media
     Innovation, leadership and prosperity
     Research/creation in the fine arts
1. TALENT

 Student (HQP - highly qualified
 personnel) support programs
 Undergraduate, graduate and
 postdoctoral
 No changes to existing programs at this
 stage
 However may be more amenable to
 supporting post doctoral research
2. INSIGHT
 Support research activities according to the
 approach best suited to address the nature of
 the research
 Support individuals, groups and formal
 partnerships
 Engage more effectively in internationalization
 of research
 Lever research support from a variety of
 sources
 Build knowledge and understanding about
 people, society, and the world
INSIGHT Programs
 Programs for Individuals and Teams
    Research Development Grants
    Research Grants

 Programs for Partnerships
    Partnership Development Grants
    Partnership Grants

 (NOTE: As Partnerships are part of both Insight and
   Connection we will discuss partnerships in more
   detail later – for now, we will focus on the
   grants for individuals and teams)
INSIGHT: Programs for Individuals
         and Teams
  Research Development Grants
    $7,000 to $100,000, over 1 to 3 years
    Two funding envelopes: new and
    established scholars

  Research Grants
    $7,000 to $500,000, over 3 to 5 years
    Two evaluation groups: $7K- $300K, and
    $300K - $500K
INSIGHT: Individuals and Teams -
    Research Development Grant
 Intended to:
   Generate knowledge that the researcher can build
   upon in future research initiatives
   Develop new research questions
   Support research in new areas of inquiry for the
   researcher
   Explore new theoretical or methodological approaches
   to research; and
   Build the research capacity of new scholars
 Evaluation:
   Multi-disciplinary review committee
   May be judged for priority area relevance.
INSIGHT: Individuals and Teams -
    Research Grant
 Intended to:
   Support research as proposed by scholars and judged
   by their peers and/or other experts
   Provide opportunities for training of future researchers
   Contribute to the development or elaboration of new
   theoretical or methodological approaches
   Maintain and develop disciplinary and multidisciplinary
   research activities
   Promote the mobilization of research knowledge both
   within and beyond the academic community.
 Evaluation:
   External review and peer-review committees
INSIGHT: Evaluation Criteria
1. Challenge:
     the aim and importance of the endeavour

2. Feasibility:
      the plan to achieve excellence

3. Capacity:
     the expertise to succeed

  NOTE: Important to realize that each of these is multi-
  faceted.
INSIGHT Criteria: Challenge
 Appropriateness of theoretical approach
 Quality of training and mentoring for students,
 emerging scholars and other HQP, including
 opportunities for them to contribute
 Originality, significance and expected
 contribution
 Likelihood of influence and impact within
 and/or beyond social sciences and humanities
 research communities
INSIGHT Criteria: Feasibility
 Feasibility to meet objectives of Insight
 program, the RG opportunity, and thematic
 priority objectives where appropriate
 Appropriateness of:
   methodologies, strategies and timelines
   for design and conduct of the research
   and related activity
   Requested budget, justification of
   proposed costs, indications of other
   planned resources (leveraging)
 Quality of knowledge mobilization plans
INSIGHT Criteria: Capacity
 Quality, quantity and significance of research
 activity and published outputs relative to the
 stage of the applicant’s career [emphasis
 added]
 Evidence of other contributions through other
 possible publications, professional practice,
 public discourses, policies, products and
 services, talent development (HQP), experience
 in collaboration
 Potential for future contributions
INSIGHT: Criteria Weighting
    Research         Research Grant
Development Grant

   Challenge 50%      Challenge 40%
   Feasibility 40%    Feasibility 40%
   Capability 10%     Capability 20%
INSIGHT: Adjudication
 External and internal review remains the same
 Applications divided into two groups by
 budget: $7,000 to $300,000; and $300,000 to $500,000
 Relevance committee review may be applied if
 application is linked to a priority area
 Committee membership will be published in
 advance to simplify committee selection for
 applicants
 Program officers may assist with committee
 selection
INSIGHT



     Questions and Discussion…
3. CONNECTION
 Realize potential of the social sciences and
 humanities research for intellectual, cultural,
 social and economic influence, benefit and
 impact on and beyond the campus
 Support multi-directional flow of knowledge
 Funding for workshops, conferences, outreach,
 tools, publications and partnered knowledge
 mobilization
 Supports individuals, teams and formal
 partnerships
CONNECTION: Objectives
 Facilitate multidirectional flow of knowledge
 among researchers and between campus and
 community, to enhance intellectual, cultural,
 social and economic influence, benefit and impact
 Increase accessibility of social sciences and
 humanities research knowledge
 Build reciprocal relationships among researchers
 and between researchers and knowledge co-
 creators and/or users
 Support development of networks and tools to
 facilitate scholarly work and increase accessibility
CONNECTION: Programs
 Individuals and Teams
   Aid to Scholarly Journal
   Workshops and Conference Grants
   Outreach and Tools Grants

 Partnerships
   Partnership Development Grants
   Partnership Grants

 Note: As before we will delay discussion of the
 Partnership grants to discuss it in context with
 the Insight program
CONNECTION: Programs for
     Individuals and Teams

  Aid to Scholarly Journals - no changes

  Workshops and Conference Grants
    $7,000 to $50,000 for 1 year

  Outreach and Tools Grants
    $7,000 to $500,000 over 1 to 5 years
CONNECTION:
Workshops & Conferences
 To defray cost for:
   workshops, symposia, conferences in support of social
   science and humanities scholarship
   May be held in Canada or abroad (with justification)
   Event size will determine budget range
 To facilitate:
   disciplinary and/or interdisciplinary exchanges
   Scholarly exchanges between academics and other
   fields
   International research collaboration and scholarly
   exchanges with researchers, students and partners in
   other countries
CONNECTION:
Outreach & Tools
 To develop innovative knowledge mobilization processes
 / practices to benefit practitioners, non-academic and
 academic researchers.
 Initiatives may include:
       Knowledge dissemination, transfer, exchange
       Knowledge synthesis
       Development of digital tools for more effective
       knowledge mobilization
       Infrastructure initiatives (non-CFI eligible) such as
       new media tools, and social networking
 Broad range of target audiences eligible
CONNECTION:
Outreach & Tools

 Broad range of activities targeted to many
 different audiences - some examples:
       Policy briefs
       Summer institutes
       Knowledge synthesis initiatives
       Innovative web content
       Digital tools (non-CFI eligible)
       Research-related documentaries
CONNECTION:
Evaluation Criteria
1. Challenge: the aim and importance of the
   endeavour
2. Feasibility: the plan to achieve excellence
3. Capacity: the expertise to succeed
        Complex criteria specific to Connection program
        Each incorporates multiple dimensions and
        indicators
        Are weighted differently for each program
        Are identically weighted for new and established
        scholars
CONNECTION
Criteria: Challenge
 Clarity of stated objectives, defined scope and
 expected contribution to the mobilization,
 preservation and/or access to research knowledge
 Appropriateness of approach; evidence of quality
 and significance of research involved
 Quality of training for HQP, and emerging scholars,
 and opportunities for contribution
 Likelihood of influence and impact within and/or
 beyond the social sciences and humanities research
 community
    Quality of KM plan, including effective
    dissemination (for W&C grants)
CONNECTION
Criteria: Feasibility
  Feasibility to meet objectives of the program
  and funding opportunity, and where
  appropriate, the thematic priorities
  Strategies and timelines for design and conduct
  of the activity / event
  Appropriateness of the requested budget,
  justification of costs, and indication of other
  planned resources (leveraging)
  Plans to engage within and/or beyond the
  research community
CONNECTION
Criteria: Capacity
 Quality, quantity and significance of past
 experience and published outputs relative to
 the stage of the applicant’s career
 Evidence of other contributions through other
 possible publications, professional practice,
 public discourse, policy, products and services,
 talent development, collaboration experience,
 etc.
 Potential for future contributions
CONNECTION:
Criteria Weighting

   Workshops &       Outreach & Tools
    Conferences

   Challenge 45%       Challenge 40%
   Feasibility 30%     Feasibility 35%
   Capability 25%      Capability 25%
CONNECTION: Adjudication
 Competitive process
 External reviewers involved
 Peer-review will be carried out by a discipline-
 based, multidisciplinary or thematic committee,
 based on the nature of the application
 Adjudication will be commensurate with the
 size and complexity of the proposed activity
 Committee membership published in advance
 where possible
CONNECTION




     Questions & Discussion…
INSIGHT & CONNECTION
PARTNERSHIPS
   SSHRC recognizes that formal partnerships may cross
   the boundaries of Insight & Connection umbrellas
   Applications may be put forward as Insight or as
   Connection, or a combination thereof
   Intellectual leadership and governance may come from
   the research community and/or the partners from the
   public, private and not-for-profit sectors, but funding
   would be administered by an eligible institution.
   Funding opportunities for formal partnerships
   Salary replacement stipend available for not-for profit
   partners
INSIGHT & CONNECTION
Partnership Development Grant
 $25,000 to $500,000, over 1 to 3 years
 New and existing formal partnerships
 Led by individuals or institutions
   To develop new partnership activities with existing
   and potential partners in order to conduct research
   and related activities (knowledge mobilization,
   meaningful HQP involvement)
   To design and test new methodologies and research
   partnership approaches that have potential for
   replication
INSIGHT & CONNECTION
 Partnership Development Grant
   Disciplinary and interdisciplinary
   research partnerships
   Cross-sector co-creation of knowledge
   and understanding
   Networks, and networks among research
   centres
   Partnered research centres
   Other partnered knowledge mobilization
   projects
INSIGHT & CONNECTION
 Partnership Grant
   2-stages: LOI, invitation to full
   application
   $20,000 if invited to full application
   Minimum $500,000, no maximum
   4 to 7 years
   Formal partnerships
   Must be led by an institution
INSIGHT & CONNECTION
 Partnership Grant
  Disciplinary and interdisciplinary research
  partnerships
  Cross-sector co-creation of knowledge and
  understanding
  Networks, and networks among research
  centres
  Partnered research chairs
  Partnered research centres
  Other partnered knowledge mobilization
  projects
INSIGHT & CONNECTION:
Evaluation Criteria
1. Challenge: the aim and importance of the
   endeavour
2. Feasibility: the plan to achieve excellence
3. Capacity: the expertise to succeed
        Complex criteria across Insight and
      Connection programs
        Each incorporates multiple dimensions and
      indicators
        Are weighted differently for each program
        Are identically weighted for new and
      established scholars
INSIGHT & CONNECTION
Criteria: Challenge
  Originality, significance and expected
  contribution to knowledge
  Appropriateness of the theoretical
  approach or framework
  Quality of training and mentoring for
  HQP and emerging scholars, and
  contribution opportunities
  Likelihood of influence and impact within
  and/or beyond the social sciences and
  humanities research community
INSIGHT & CONNECTION
Criteria: Feasibility
   Meet objectives of Insight and/or Connection
   program, the funding opportunity, and where
   appropriate, thematic priority objectives
   Appropriateness of:
      Methodologies or approaches; strategies
      and timelines for design and conduct of
      research and/or related activity
      Budget, justification of costs, indications of
      other planned resources (leveraging)
           (continued -----
INSIGHT & CONNECTION
Criteria
Feasibility (continued)
      Quality of knowledge mobilization plans,
      effective dissemination, exchange and pans to
      engage with and/or beyond research community
      Quality and genuineness of formal partnership;
      management and governance, leadership and
      involvement of partners
      Potential for long-term viability and progress
      indicators (for PDG program)
INSIGHT & CONNECTION
Criteria: Capability
  Quality, quantity and significance of past
  experience and published outputs of principle
  team members relative to role in partnership,
  and stage in career
  Evidence of other contributions through other
  possible publications, professional practice,
  public discourse, public policies, products and
  services, and talent development (HQP)
  Experience in collaboration and formal
  partnerships
  Potential for future contributions
INSIGHT & CONNECTION:
Criteria Weighting

 Partnership         Partnership Grant
 Development Grant

   Challenge 40%       Challenge 40%
   Feasibility 30%     Feasibility 30%
   Capability 30%      Capability 30%
INSIGHT & CONNECTION:
Adjudication
 Commensurate with the size and complexity of
 the research or related activity
 Generally a multidisciplinary, cross-sector
 committee of scholars from the research
 community and experts from other sectors
 May also include:
    Relevance review for alignment with priority
    themes prior to adjudication
    An additional set of guidelines in regard to
    priority themes
Partnerships: Leveraging
 Partnership Development Grant
     Show a leveraging plan for an appropriate level
     of cash and/or in-kind support from partners
     Applications involving natural sciences,
     engineering and/or health partners must
     demonstrate a leveraging plan for 25% funding
     (cash and/or in-kind) over life of the grant

     NOTE: VP Research & International may assist
     with leveraging activities
Partnerships: Leveraging
 Partnership Grant
     Demonstrate commitments in proposed
     leveraging plan
     Applications involving natural sciences,
     engineering and/or health partners must
     demonstrate a leveraging plan for 25% funding
     (cash and/or in-kind) over life of the grant
     Minimum 50% cash and/or in-kind
     commitments from partners, contributors, other
     agencies

   Note : VP Research & International may assist with
   leveraging activities
INSIGHT & CONNECTION
 Insight based partnerships:
     Research focus and emphasis

 Connection based partnerships:
    Knowledge mobilization/application focus and
    emphasis

 Emphasize and balance each as appropriate for the
 proposed partnership and project objectives
 Include meaningful opportunities for students and new
 scholars to participate
 Flexibility of partnership program for full range of
 potential partners with which to engage
 Flexibility of dissemination options for full range of
 publication and communication across sectors
INSIGHT & CONNECTION
 Potential Partnerships advantages:
   Greater flexibility of types/forms of partnerships
   and partners with whom to do research and/or
   knowledge mobilization activities
   Greater potential for large social science and
   humanities based research networks outside of
   the NCE program
   Access to NSERC funds for social science
   integration
   Greatly increases partnership development and
   fund leveraging activities
   Greater ability to integrate research and
   knowledge mobilization into one project
INSIGHT & CONNECTION
 Potential Partnership Disadvantages

   Uncertainty of what will be considered
   fundable
   No benchmarks except those internally
   established for each proposal
   Buy-in of NSERC and CIHR, other
   agencies
 Time Line: 2010 - 2011
Summer        •Presentation to SSHRC Council for formal
2010          endorsement
              •Launch of funding opportunities for Partnership
              Grant and Partnership Development Grants
              with application deadlines in early 2011
Fall 2010     •The current Standard Research Grant
              competition will be held in the fall of 2010
Spring 2011   •Launch of Research Development Grants with
              applications deadlines in spring 2011
              •Launch of funding opportunities for Research
              Grants
Spring 2012   Launch of funding opportunities for Workshops
              and Conferences and Outreach and Tools
       Time Line:
       Program Architecture Renewal

                         Timelines over next three years:

                   Planning Phase (July 2009 – June 2010)                        Implementation Phase (~2010 to 2013)




                                            November 2009 to      May 2010: P&Q to
                       October to           May 2010:             review renewed                            Summer 2010:
September 2009:                                                                       June 2010:
                       December, 2009:      Briefings for         program (draft                            Begin roll-out of
Detailed                                                                              renewed program
                       Details of program   researchers,          design and                                renewed program
architecture and                                                                      structure submitted
                       design and           SSHRC Leaders,        implementation                            starting with the
communications                                                                        for approval by
                       implementation       administrators, key   plan) and make                            launch of
plan                                                                                  SSHRC Council
                       plan                 partners              recommendation to                         Partnerships
                                                                  Council




            SSHRC Program Architecture Renewal -
50          Subject to revision
Feedback
 What do you want SSHRC to understand?
 To change?




            Discussion…
Contacts

         Send your questions and feedback to:
UBC                        SSHRC
Alison Ariss               Email: PA-Project@sshrc-
Email:                     crsh.gc.ca
Alison.ariss@ors.ubc.ca
Tel.: 604-822-6257
Ralph Matthews
Email:
Ralph.matthews@ubc.ca
Tel.: 604-822-4386
THANK YOU

				
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