This page provides guidance and resources for managing Major Facilities and Mid-scale Research Infrastructure supported by the U.S. National Science Foundation.
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Research infrastructure guidance
Current guidance
Research Infrastructure Guide (RIG) (December 2021)
Provides comprehensive guidance on managing the lifecycle of NSF Major Facilities and Mid-scale Research Infrastructure.
Cyberinfrastructure Plan Outline
Clarifies expectations for proposals regarding new and existing research infrastructure projects, emphasizing integrating and managing cyberinfrastructure elements such as data, security and computational resources throughout the project life cycle.
NSF Earned Value Management (EVM) Gold Card
Provides essential guidelines for tracking project performance across cost, schedule and scope, enabling effective management and ensuring projects meet their established goals.
NSF Financial Data Collection Tool for Major Facilities (Excel)
This tool is required for submitting financial expenditure data for cooperative agreements related to major facilities. See the Research Infrastructure Guide's Section 4.6.3.4 Incurred Cost Audits for more information.
Project Execution Plan template for Mid-scale RI projects (September 2024)
Outlines methods for estimating and managing project contingency across budget, schedule and scope/quality, along with plans for controlling, maintaining and reporting contingency status and usage. For more information, refer to DRAFT RIG Section 3.5.
Business Systems Review (BSR) Guide (September 2022)
Outlines a structured process for assessing business systems in NSF Major Facilities to ensure adherence to federal regulations, enhance administrative practices and promote knowledge sharing between NSF and facility operators.
Draft 2025 guidance
The current Research Infrastructure Guide will expire in December 2024 but will remain in effect until the 2025 guide is published. The public comment period for the 2025 guide is scheduled to begin in November 2024, with the final publication expected in the spring of 2025.
The following draft 2025 guidance was shared at the 2024 Research Infrastructure Workshop:
- DRAFT RIG Revision Section 2.9 Mid-scale RI
- DRAFT RIG Revision Section 3.2 Tailoring Scaling and Progressively Elaborating Plans
- DRAFT RIG Revision Section 3.4 Design Stage Planning
- DRAFT RIG Revision Section 3.5 Construction Stage and Implementation Planning
- DRAFT RIG Revision Section 3.6 Operations Stage Planning
- DRAFT RIG Revision Section 5.10 Agile Guidance
Workshops and webinars
Research Infrastructure Workshops
NSF's research infrastructure workshops provide a forum for sharing best practices, discussing new initiatives, showcasing tools for project management and operations and fostering collaboration across disciplines to strengthen the research infrastructure community.
- 2024 Research Infrastructure Workshop
- 2023 Research Infrastructure Workshop
- 2022 Research Infrastructure Workshop
- 2019 Large Facilities Workshop
- Previous events
Mid-scale Research Infrastructure (RI) project management webinars
These three webinars, recorded in the spring of 2023, are tailored to current and future NSF Mid-scale RI awardees and others interested in learning more about project management.
Additional resources
Contact us
If you have questions about current or emerging guidance, please email AskRIO@nsf.gov.