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OVERVIEW

Institutes at Mount Royal University coordinate, facilitate and strengthen community engagement,

collaborative research, co-curricular activities and other scholarly, artistic and academic activities.

The Board of Governors has authority, under the Post-Secondary Learning Act of Alberta, to

determine when and if the University formally affiliates with other institutions and to delegate that

power through this Policy and its Procedures. The Board of Governors in approving this Policy,

delegates the power to establish and govern Institutes and establish and govern the relationship

with Affiliated Institutes to the University Provost and Vice-President, Academic (the Provost).

The University also acknowledges the value of more informal research organizations (e.g.,

research centres, collaborations, collectives) that may exist, involving multiple investigators with

shared research objectives. While not formally recognized under this Policy (refer to Standard

Operating Procedure:

Establishing and Recognition of Research Collaborations other than

Institutes at Mount Royal University) or approved by the Provost, these groups are supported

by the University through approval by the Associated Vice-President (AVP) Research, Scholarship

and Community Engagement (RSCE) and the appropriate Faculty Dean(s). These groups shall

report annually to the AVP RSCE via the Faculty Deans.

PURPOSE

This Policy acknowledges the importance of Institutes and Affiliated Institutes at the University.

The purpose of this Policy is to outline the process of establishing and reviewing Institutes and

Affiliated Institutes and to identify the responsibilities of Institutes, Affiliated Institutes and the

University

SCOPE

This Policy applies to Institutes and Affiliated Institutes at Mount Royal University.

POLICY STATEMENT

INSTITUTES AT MOUNT ROYAL

UNIVERSITY POLICY

Policy Type:

Management

Initially

Approved:

August 15, 2000

Policy

Sponsor:

Provost and Vice-

President, Academic

Last

Revised:

May 25, 2015

Primary

Contact:

AVP, Research,

Scholarship &

Community

Engagement

Review

Scheduled:

April 2027

Approver:

Board of Governors

PURPOSE OF INSTITUTES AND AFFIIATED INSTITUTES

1.1.

The purpose of Institutes and Affiliated Institutes is to:

Facilitate and encourage collaborative research, knowledge mobilization,

student and community engagement, and multi-disciplinary and

interdisciplinary projects;

Undertake specific types of teaching or training or co-curricular programs

that do not compete with other established internal educational

mandates;

Facilitate the development of multi-institutional initiatives;

Provide for community engagement beyond the University; and/or

To build upon the expertise, competence, and University community and

may also advance the development of new areas of strength consistent

with the University’s priorities.

RESPONSIBILITIES

2.1.

Institutes in this section refers to Institutes and Affiliated Institutes.

Institutes are responsible for ensuring that they are Financially Self-

Sufficient through revenue from endowments or through external cost

recovery (i.e., through grants, contracts and donations);

Institutes must establish and maintain a charter approved by the Associate

Vice-President, Research, Scholarship and Community Engagement

(“AVP, RSCE”). The charter will include the mandate of the Institute and

describe its organization, management structure and membership. The

Charter will be maintained through the 5-year renewal process;

Through its Director, Institutes will report to the AVP, RSCE. This reporting

will include financial, operational and legislative compliance reporting;

Affiliated Institutes will report to a governing body that is external to the

University;

Institutes and Affiliated Institutes will maintain ongoing strategic and

collaborative relationships with University Faculties to further foster

research, scholarly, co-curricular, student engagement, and community

engagement initiatives;

Institutes may establish and maintain an Advisory Committee as outlined

in the Procedures to this Policy;

Faculty members of the University are important and valued champions of

Institutes and may be engaged in an Institute in one of several ways,

including, but not limited to:

i. Joint appointment to an academic department and an Institute;

ii. Appointment as a funded chair who also holds an appointment in an

Institute;

iii. Appointment as an adjunct faculty member of the University who

also holds an appointment in an Institute; and

iv. Undertaking research, scholarly, co-curricular, student and community

engagement projects through the Institute.

Institutes will comply with University policies and procedures.

2.2.

Institutes and Affiliated Institutes are subject to review by the University as outlined

in the Procedures to this Policy. The University

The University is responsible for ensuring Affiliation Agreements are

properly executed to establish Affiliated Institutes.

The University acknowledges that Affiliated Institutes provide

opportunities to further the University’s strategic direction while providing

a reciprocal benefit to the Affiliated Institute.

The University acknowledges the importance of community need and

community engagement during the establishment and review of its

Institutes.

The Executive Director, Development, and the AVP RSCE, will

communicate with each other at the earliest stage regarding potential

funding sources for an Institute.

2.3.

Institutes and the University

The

AVP RSCE and the Associate Vice-President Development (and

other relevant staff) will work together with Institutes to identify and

develop potential funding sources for Institutes.

DEFINITIONS

(1)

Advisory

Committee:

means a committee of individuals established at the discretion

of the Institute Director of an Institute in accordance with the

Procedures to this Policy.

(2)

Affiliation

Agreement:

means a legal agreement drafted by the University’s Office of

General Counsel, entered into in the name of the Board of

Governors of Mount Royal University and executed in

accordance with University policy.

(3)

Affiliated Institute:

means an Institute at the University that is established by an

Affiliation Agreement with a Financially Self-Sufficient third party

through which research and scholarly activities are developed

and coordinated.

(4)

Board of Governors: means the Board of Governors of Mount Royal University.

(5)

Director:

means the individual who is administratively responsible for an

Institute and is normally an employee of the University.

(6)

Financially Self-

Sufficient:

means an Institute that, once fully operational, has annual

revenue that equals or exceeds expenditures and the approved

budget for the following two years show a similar balance. Due

to the cyclic nature of gift agreements and grants, self-sufficiency

will be evaluated in a multi-year context.

(7)

Institute:

means an Institute at the University that is a Financially Self-

Sufficient entity through which research and scholarly activities,

community engagement, co-curricular activities and other

academic activities are developed and coordinated and that has

been established in accordance with the Procedures to this

Policy.

(8)

Policy:

means the Institutes at Mount Royal University Policy.

(9)

University:

means Mount Royal University

RELATED POLICIES

RELATED LEGISLATION

• Alberta Post-Secondary Learning Act

RELATED DOCUMENTS

• Mount Royal University Institutes Procedures

• Mount Royal University Affiliated Institutes Procedures

• Establishment and Recognition of Research and Scholarship Collaborations other than

Institutes at Mount Royal

REVISION HISTORY

Date

(mm/dd/yyyy)

Description of

Change

Sections

Author

(Position Title)

Approver

(Position Title)

08/15/2000

NEW

02/25/2003

Policy Rewrite

All

06/05/2007

Policy Rewrite

All

05/25/2016

Policy Rewrite

08/11/2017

Editorial – formatting

Director, University

Secretariat

01/22/2020

Editorial

Template Update

Policy Specialist

University Secretary

04/04/2023

Minor update

All

RSC Institutions Policy

Working Group

ELT