Appendix B - Common template for the transfer of funds between CIHR Institutes

This template is to permit the transfer of funds between Institutes in accordance with Host Institution regulations.  Backup documents for transactions associated with these agreements will be retained by the lead Institute.

CIHR Inter-Institute Funds Transfer Agreement

This AGREEMENT made in [duplicate (or…)] the [DAY] day of  [MONTH], [YEAR].

BETWEEN:

[NAME OF INSTITUTE] (the [Event] or  [Research Project] “Sponsor”) 
hostED at  [INSTITUTION] 

-	and -

(the [Event] or [Research Project] “Co-sponsor(s)”) 

[NAME OF CONTRIBUTING INSTITUTE (S)] HOSTED at  [INSTITUTION];    and, (add if required)

[NAME OF CONTRIBUTING INSTITUTE (S)] HOSTED at  [INSTITUTION];    and, (add if required)

WHEREAS the Canadian Institutes of Health Research (“CIHR”) established the CIHR Institute of  [insert name]  (the “Institute”) and appointed the [insert name] as the Host Institution responsible for the operation of the Institute;

AND WHEREAS the Sponsor and co-sponsor(s) desire to support  [Description of Event] or [Description of Research Project/Grant] see Appendix A (Description of Event or Description Research Project/Grant, with copy of the Grant letter).

THEREFORE, the parties agree as follows:

1)	The Sponsor agrees to manage the [Event] or [Research Project/Grant] and ensure financial accountability according to CIHR’s Institute Support Grant and [University or Hospital]  [insert name] Financial Guidelines.  In addition, when necessary, the Sponsor will communicate with Co-Sponsor(s) regarding the progress of the [Event] or the [Research Project/Grant].

2)	Work on the [Event] or [Research Project] shall commence upon signing of an agreement between the [Sponsor and the Event Contractor] or the [Sponsor and the Research Project/Grantee] [insert name of Contractor] or [insert name of Principal Investigator] and shall be completed by [insert date].	

3)	The Co-sponsor(s) shall transfer to the Sponsor’s Host Institution the sum of [insert specific dollar amount for each Co-sponsor] as a contribution towards the costs of the [Event] or [Research Project/Grant], to be used generally in accordance with the budget outlined in Appendix "B".

4)	The sum stipulated in Paragraph 3 above shall be paid by the Co-sponsor(s) on signing of this Agreement, by cheque payable to [insert]. The funds will then be managed by the [Host Institution] as part of the Sponsor’s CIHR Institute Support Grant (ISG).

5)	The Sponsor shall include the sum stipulated in Paragraph 3 above as “Funds received from another CIHR Institute” on its Institute Support Grant (ISG) Annual Financial Report (on the appropriate line) submitted to the CIHR.  

6)	The Sponsor will also be responsible to incorporate all expenditures of the [Event] or [Research Project/Grant] as part of its Institute Support Grant (ISG) Annual Financial Report submitted to the CIHR.

7)	The Co-sponsor(s) shall include the sum stipulated in Paragraph 3 above as “Funds transferred to another CIHR Institute” on its Annual Financial Report (on the appropriate line) submitted to the CIHR.  

8)	Upon [completion of the Event] or [payment of the Research Project/Grant], the Sponsor shall submit to the Co-sponsor(s) a [list of all costs] or [name(s) of grant recipient(s)] covered by the Co-sponsor(s).  The Sponsor shall keep proper accounts and records of all expenditures or payments made by the Sponsor including invoices, receipts and vouchers, which shall at reasonable time be open to audit and inspection by authorized representatives.

9)	Notices under this Agreement shall be sent to the parties as follows:
a)	Sponsor:
(i)	notices:
Dr.  [insert name]	
Scientific Director
CIHR Institute of [insert name]
[insert address]
Tel:	
Fax:

(ii)	for reporting and submission of invoices
[insert name]
[insert title]
CIHR Institute of [insert name]
[insert address]
Tel:	
Fax:

b)	Co- Sponsor(s)
[insert name]
[insert title]
CIHR Institute of [insert name]
[insert address]
Tel:	
Fax:

(i)	for reporting and submission of invoices
[insert name]
[insert title]
CIHR Institute of [insert name]
[insert address]
Tel:	
Fax:

10)	No Use of Name.  Other than being recognized as a sponsor of the [Event] or [Research Project/Grant] on advertising documentation, the recipient will not use the name of the Sponsor, Co-sponsor(s) or of any officer or employee of the Sponsor or Co-sponsor(s), in any advertising or publicity without the Sponsor’s and Co-sponsor(s)’ prior written approval.

11)	Entire Agreement.  This Agreement and its appendix is the entire agreement of the parties and no change or modification will be valid unless it is in writing and signed by all parties.

In witness whereof the parties agree to be bound by the terms of this Agreement.

For Sponsor						For Co-Sponsor(s)

_______________________________			_______________________________
Name							Name	
Title 							Title
Institute [insert name]				Institute [insert name]	

							and, (add if required)

							_______________________________
							Name	
							Title
							Institute [insert name]	

and, (add if required)

Annex A

[Description of Event]

or

[Description of Research Project/Grant, with Copy of Grant Letter]

Annex B

Description of Activities & Budget