Application Level
Original application or agreement with a defined workplan and its own set of regulatory, space or financial requirements
Investigator Checklist – Funding Application / Agreement
Original application or agreement that will or might result in new funds awarded to the Principal Investigator (PI).Â
Examples:Â Â Â Â
- Grants
- Contracts
- Clinical Trials
- Notice of Intent (NOI) and/or Letter of Intent (LOI) stage of a funding competition
- Full Application stage of a funding competition
- Incoming Sub-Awards
- Co-Applicant Grants
- Stand-alone internal awards (sabbaticals, start-up funds, etc.)
- Re-submissions (not funded previously)
- Tri-agency renewals
- Canada Research Chair renewals.      Â
Note: Re-submissions, as well as Tri-agency and Canada Research Chair renewals, usually contain significant changes. Therefore, they are considered original applications in their own right.
Grants & Contracts
Facilitator for your faculty, on the staff contact page.
Institutional & International
Listed on the staff contact page.
Post-Award (Internal Awards)
Commercialization & Industry Engagement
Investigator Checklist – Non-Funding Agreement
Original agreements that support general research activities and will not result in a new account opening.
Examples:
- Material Transfer Agreement
- Data Transfer Agreement
- Confidential Disclosure Agreement
- Software License Agreement
- Equipment Agreement (e.g. leasing)
- Research & Collaboration Agreements (no funds).             Â
Additional notes: If the agreement supports the objectives of one specific project, please submit an event form.
Legal team
The application guide is available below.
Note: There’s no category specific guide because the technical submission instructions are the same for both applications. As such, they use the same guide.
Event Level
A request for the Office of Research Services (ORS) to review a supplemental application/agreement, related to a file at the higher application level.
Application description:
New funds or potential new funds that support the original submission, but may have their own set of regulatory, space, and financial requirements.         Â
Examples:
- Funding agreements from partners (e.g. industry contract for NSERC Alliance)
- Payment installments that require a renewed funding application
- Service contracts
Note: Exceptions include partnership funds that are required for full funding of a project and will share the same Financial Services account number. For example, event submission is not required for Mitacs Accelerate industry matching funds. The original checklist will suffice for both the main funder and partner.
Contact information:Â
Grants & Contracts
Facilitator for your faculty, on the staff contact page.
Institutional & International
Listed on the staff contact page.
Post-Award (Internal Awards)
Commercialization & Industry Engagement
Application description:
Agreements with no account opening, that support the objectives of the original application or agreement.    Â
Examples:
- Material Transfer Agreement
- Data Transfer Agreement
- Confidential Disclosure Agreement
- Software License Agreement
- Equipment Agreement (e.g. leasing)
- Research & Collaboration Agreements (no funds).      Â
Note: Agreements and follow up amendments can be submitted through this form. These agreements are usually connected to an original agreement via project title, account number, or covered by the same protocol (REB, etc.)Â
Contact information:
Email: orslegal@dal.ca
Application description:
The Â鶹´«Ã½ PI is transferring a portion of their funds to a team member at another institution.
- Outbound Transfers of Funds
- Outbound Sub-Awards.
Additional notes: Requests & follow up amendments can be submitted through this form.
Contact information:
Post-Award (Internal Awards)
Application description:
General amendments for an active research project.      Â
- No-cost extension
- Budget changes
- Change to primary administering institution
- Changes to PI or project team
- Terminations and deferrals
- Other miscellaneous changes.  Â
Note: Amendments for outbound transfers and non-funding agreements can be submitted through their respective forms. All other amendments can use this form.
Contact information:
Post-Award (Internal Awards)
Application Description
Indigenous community consent to participate in a research project and/or request a partial release of funds.Â
- Documents indicating Indigenous community consent
- Partial release of funds form. Â Â Â Â
Note: The partial release of funds can support early engagement with Indigenous communities and/or aspects of the project that do not involve Indigenous communities.     Â
Contact
The event guide is available below.
Note: There’s no category specific guide because the technical submission instructions are the same for all events. As such, they use the same guide.
Revisions
Documents or information updated/obtained after submission of an application or event.
Post-submission
Once a ROMEO file is submitted by the researcher, it is viewable in read-only mode. The ORS faculty facilitator or department/faculty signing authority can enable editing mode if further changes need to be made by the researcher.
From the ROMEO homepage, the researcher can locate a file under Applications: Under Review or Applications: Post-Review. The 7-digit file number may also be entered into the search bar. The workflow status in the farthest right column will display where the file is currently located.Â
Appropriate contact
Other Signing Authorities cannot directly return ROMEO files to the researcher for editing. Contact researcher.portal@dal.ca or your faculty facilitator from ORS for assistance.
One option you can pursue independently is to withdraw your application, clone it, make the changes and re-submit the copy. The steps on how to do this are outlined below:
- Go to Applications: Under Review and locate the relevant file number.
- Click the orange View button on the left side to open the file.
- Click the orange Withdraw button at the top.
- A pop-up box will appear. Leave any comment in the box, then click Submit.
- Clicking Submit will automatically close the file and take you back to the homepage.
- Go to the Applications: Withdrawn folder.
- Click the orange Clone button on the left side of the relevant file number.
- Checkmark the information/tabs you wish to copy over and click Clone. This will create a new copy in your Applications: Drafts folder.
The Signing Authority can return the application. The signatory is usually a Department Chair, Dean or Associate Dean Research.
ORS facilitators can return a ROMEO file for editing, by the researcher’s request.
Pre-Award can assist with:
- Applications and budgets
- Letters of Support
Post-Award can assist with:
- Notices of Award
- Financial Services Research Account Applications / Journal Entries
- Human Ethics, Animal Ethics, Biosafety protocols, etc. for account opening
Contact Details
Grants & Contracts
Facilitator for your faculty, on the staff contact page.
Institutional & International
Listed on the staff contact page.
Post-Award (Internal Awards)
Email: orspost@dal.ca
Commercialization & Industry Engagement
Email: ocie@dal.ca
