Forms and templates

The following is a collection of some forms and templates that you might need to manage your CFI-funded projects.

Institutional agreements

Before submitting a proposal to the CFI, your institution must sign an institutional agreement. This agreement defines the conditions under which your institution may use CFI funding. Your institution must forward a revised institutional agreement to the CFI when there is a change to any of the designates.

Institutional agreement

Institutional agreement (Québec)
 

Award finalization form

The award finalization form must be submitted electronically in the CFI Awards Management System by the institution at the award finalization stage. This is required before we release funding to recipient institutions.

Award finalization form


Personnel costs

This form is provided to help your institution report personnel costs and document the time spent and the nature of the activities performed by an employee related to a CFI-funded infrastructure project.  

Personnel costs

The above form should not be used when reporting the salary of technicians and professionals under the Infrastructure Operating Fund. For that, you can use IOF Certification Salary of Technicians and Professionals.

IOF Certification Salary of Technicians and Professionals


Project progress report (PPR)

Your institution must complete and submit PPRs by June 30 each year. Reporting is required for all projects once the infrastructure is operational, or following award finalization for a period of four or five years depending on the amount of the CFI contribution.

Project progress reports (PPR)


Interim financial report

Interim financial reports must be submitted by your institution for each CFI-funded project at specific intervals, based on the complexity and risk of each project.  This report must be submitted electronically in the CFI Awards Management System.

Interim financial report


Final financial report

Your institution must submit a final financial report within six months of the actual end date of a project.  This report must be submitted electronically in the CFI Awards Management System.

FINAL financial report


Infrastructure Operating Fund (IOF) report

Eligible institutions may request the release of their IOF funds by submitting an IOF annual report before June 15.  Your institution must also include in this report the actual expenses incurred for the previous fiscal year.  This report must be submitted electronically in the CFI Awards Management System.

Infrastructure Operating Fund (IOF) reporT