All proposals for the establishment of Research Chairs shall be evaluated by the Provost and Vice- President (Academic) and Vice-President (Research), and where applicable, in consultation with the Vice-President (Grenfell) or Vice-President (Marine Institute), in accordance with the following process: 

1. A proposal must be submitted to the Provost and Vice-President (Academic) and Vice-President (Research) including letters of support and commitment form the appropriate Department Head and Dean.  The preliminary proposals must describe how the Research Chair supports the appropriate University research plans. (See Related Documents). Normally, applications or requests for external financial support should not precede the submission of a proposal.

2. Upon approval, Deans must provide a detailed proposal to the Provost and Vice-President (Academic) and Vice-President (Research) containing the following elements:

a. A statement of revenues and expenditures for the duration of the Chair, including the amount of the Research Chair Stipend and a rationale
b. A five-year pro forma budget projection
c. An indication of specific outside financial support
d. A staffing plan, including a base-funded position identified through collegial consultation
e. Space and infrastructure requirements and confirmation of commitments to meet the requirements
g. A statement of performance expectations for the Chair, consistent with the purposes of the chair and generally including:

i. for research and scholarly activity
ii. for research collaborations at the University and elsewhere
iii. with respect to graduate education and training
iv. with respect to impacts related to relevant research plans
v. for development of scholars in the University community
vi. with building research capacity in the thematic or disciplinary area of the Chair
vii. with respect to community engagement

h. A strategy for further revenue raising (if relevant)
i. A description of any impact on the teaching activities within the Host Academic Unit, and how the Host Academic Unit will adjust for the impact. 

3. Naming of Research Chairs must comply with the Naming Opportunities policy.

4. In addition to the terms of the funding agreement, the following conditions apply to all Chairholder appointments:

• Approval of a Request to Recruit (RTR) for a Research Chair requires the assignment of an existing base-funded position which has been allocated or re-allocated to the Academic Unit for this purpose. The existing position must be clearly linked to the Research Chair via an approved academic staffing plan for the Academic Unit.
• It is understood that circumstances may require the approval of a RTR before a definitive or absolute linkage can be established; however, in all such cases, the staffing plan should indicate where and when the projected link will be made, and the allocation of the base position must normally occur before commencement of the 2nd last year of the initial term of the Research Chair.
• All tenured and tenure track faculty appointments are included in the statistical compilation of faculty complement regardless of their funding source and any designation as Research Chair.

5. When RTRs are submitted to the Provost and Vice-President (Academic) for consideration and approval, a fiscal plan addressing the points raised above should accompany the submission and are a significant consideration in making a decision on the RTR.

6. Funding of salary and benefits after the funding expires, or over and above the amount available from teh funding source, is the responsibility of the Host Academic Unit. Funding is administered in accordance with the terms of the funding agreement.