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Amendments to active research agreements (including requests to amend Tri-Agency awards) can now be submitted through ROMEO for review and processing. The guide can be .

For an overview of the forms now available in ROMEO, please refer to the descriptions below, which are also available under the portal resources page.

Application Level

Applications represent the project or protocol at a high level, and are typically submitted when there鈥檚 no existing ROMEO file already in place. There may be some exceptions (e.g. funding renewals, certain types of partner funding) where the researcher will be instructed by the relevant administrator if more than one checklist is needed for the project.

罢丑别听聽[PDF 401 kB] is used for projects that will or might result in funding / account opening. Examples include sponsored research (grants and contracts), internal awards offered by Dalhousie (e.g. sabbaticals, start up funds, etc.), and inbound transfers of funds. Co-applicant and collaborator grants with no funds currently going to Dalhousie can also be submitted through the checklist, if required by the office.

罢丑别听聽[PDF 438 kB] is used for stand-alone agreements that support general research activities, and will not result in a new account opening. Examples include material and data transfer, collaboration or research agreements (no funds), confidential disclosure, equipment, software, and space / facility access agreements.

罢丑别听聽[PDF 380 kB] include Form A, Form C, Teaching protocols for the Agriculture Campus, and the Dalhousie Permanent Stock Protocol Form.

Event Level

Events are secondary applications linked to a main level application. Events can be submitted by PIs and project team members. If you require assistance adding a team member so that they can access and work with your file, please contact聽researcher.portal@dal.ca聽for awards files, and聽ucla@dal.ca聽for animal protocols.

罢丑别听聽form聽[PDF 190 kB] is used for聽both聽original requests and amendments, to transfer a portion of funding to a recipient at another institution.

罢丑别听聽[PDF 224 kB]聽is used for the following agreements and amendments: material and data transfer, collaboration or research agreements (no funds), confidential disclosure, equipment, software, and space / facility access agreements.

罢丑别听聽form [PDF 236 kB] is used for all other amendments that do not fall under the two categories above. The amendment is for a funded grant or contact (e.g. changing the end date, changing the budget, etc.)

罢丑别听聽form [PDF 157 kB] can be submitted for an existing Form A, Form C, Teaching, or Permanent Stock protocol.

Signing Authorities and Reviewers

罢丑别听聽guide [PDF 153 kB] is available for signatories reviewing Investigator Checklists and the Agreement for ORS Legal Review (No Account Opening).

罢丑别听聽guide [PDF 105 kB] is available for all signatories other than the faculty and department. Currently, these signatories review projects where work is taking place at Nova Scotia Health, the IWK Health Centre or Dalhousie Medicine New Brunswick.

罢丑别听聽guide [PDF 147 kB] is available for Animal Care committees who are reviewing protocols.