Which form do I use?
Application Level
Original applications or agreements with a defined work plan and their own regulatory, space, or financial requirements. Submitting at this level creates a new ROMEO file.
Use this form when听submitting听an听original听application or agreement听that may result in听new funding听being awarded to the Principal Investigator.
Examples include:听
- 骋谤补苍迟蝉听
- 颁辞苍迟谤补肠迟蝉听
- Clinical trials听
- Incoming sub-awards听
- Co-applicant grants (funds may or may not flow to 色妹妹直播)听
- Stand-alone internal awards (e.g., sabbaticals, start-up funds)听
- Re-submissions not previously funded听
- Tri-Agency renewals听
- Canada Research Chair renewals
Need help?听
Contact your faculty facilitator.
For technical assistance, contact researcher.portal@dal.ca.听
Submit this checklist for standalone agreements that support general research activities and do not involve the receipt of new funding or a new account opening.
Examples include:
- Material Transfer or Sharing Agreement
- Data Transfer or Sharing Agreement
- Confidential or Non-Disclosure Agreement听
- Software License Agreement
- Equipment Agreement (e.g. leasing)
- Research & Collaboration Agreements (no funds).鈥
Need help?听
颁辞苍迟补肠迟听researchlegal@dal.ca
For technical assistance, contact researcher.portal@dal.ca.
Event Level
Changes, supplements, or agreements related to an existing听Application-level听file.
Use this form when submitting a supplemental application or agreement that may听result in new funds, but contain their own set of regulatory, space, and financial requirements.听听听听听听听听听听
Examples include:
- Funding agreements from new sources, with terms and conditions that differ from the original checklist
- Payment installments that require a renewed funding application
听
Need help?听
Contact your faculty facilitator.
For technical assistance, contact researcher.portal@dal.ca.听
Funding agreements that are covered by the same terms and conditions in the original checklist that was submitted through ROMEO.
Examples include:
- Letter of award
- Inbound transfer of funds letter
Need help?听
Contact orspost@dal.ca.听
For technical assistance, contact researcher.portal@dal.ca.听
Submit a new or amended non-funding agreement, that does not involve the receipt of new funds. These agreements support a specific research project: for example, they might share a project title, account number, or REB protocol.
Examples include:
- Material Transfer Agreement
- Data Transfer Agreement
- Confidential Disclosure Agreement
- Software License Agreement
- Equipment Agreement (e.g. leasing)
- Research & Collaboration Agreements (no funds).听 听 听 听 听 听听
These agreements are typically inter-institutional agreements that support collaboration, resource sharing, and other types of agreements. For sponsor-managed funding amendments (e.g. no-cost extension, budget changes) please submit the Grant/Contract Amendment Request instead.
Need help?听
颁辞苍迟补肠迟听researchlegal@dal.ca
For technical assistance, contact researcher.portal@dal.ca.
Send funds to a co-applicant or collaborator outside of 色妹妹直播.
听
Examples include:
- Outbound Transfers of Funds
- Outbound Sub-Awards.
- Amendments to the above (e.g. no cost extension, budget changes)
Need help?听
Contact orspost@dal.ca.听
For technical assistance, contact researcher.portal@dal.ca.听
General amendments for funded research projects.听These amendments affect the award terms, budget, timeline, or personnel.
Examples include:听 听
- No-cost extension
- Budget changes
- Change to primary administering institution
- Changes to PI or project team
- Terminations and deferrals
- Other miscellaneous changes.听 听
Need help?听
Contact orspost@dal.ca.听
For technical assistance, contact researcher.portal@dal.ca.听
Indigenous community consent to participate in a research project and/or request a partial release of funds.听The partial release of funds can support early engagement with Indigenous communities and/or aspects of the project that do not involve Indigenous communities.
Examples include:
- Documents indicating Indigenous community consent
- Partial release of funds form.听 听 听
Need help?听
Contact indres@dal.ca.听
For technical assistance, contact researcher.portal@dal.ca.听
Having trouble submitting in ROMEO?
If you听encounter听problems while听submitting听a form, try the steps below before contacting support.
- Paste formatting issues听鈥撎齀f听you鈥檙e听copying and pasting text from other documents into the ROMEO form, invisible formatting from other documents can cause errors. Paste as plain text (Ctrl/Cmd听+ Shift + V or 鈥淧aste without formatting鈥).
- Large file uploads听-听听Files听larger than 10 MB may disrupt your session. Reduce file size before uploading (see on Adobe Acrobat's website).
- Draft corruption听-听In rare cases, draft听applications听may become corrupted. Use the听Clone听button听(the yellow button on the left side of the file)听to create a fresh draft and submit that instead.听
- Special characters听-听Avoid unsupported characters (e.g., < >听{ }听| \ ^ ~) in form fields, as they may trigger validation errors.
What happens after submission?
Review process
- Your file is routed for institutional review听
- You may receive听email听requests for clarification听
- See the , which displays the file's journey through the system [SharePoint - login required]
Need to make changes after submission?
Submitted files are read-only by default听
Once you听submit听a ROMEO file, it becomes view-only.听
Editing can be re-enabled by your听ORS faculty facilitator听or听department/faculty signing authority听if changes are听required.
See instructions below.
How to find your submitted file?
You can听locate听your file from the ROMEO homepage by:
- Searching the听Application Reference Number听(5 digits) or听File Number听(7 digits), or
- Navigating to听Applications: Under Review听or听Applications: Post-Review听and听locating听the file听number from those sections
Once you've located the file number, the听Workflow Status听(far-right column) displays the administrative unit where your application currently resides.
Other Signing Authorities cannot directly return ROMEO files to the researcher for editing. 颁辞苍迟补肠迟听researcher.portal@dal.ca听or your听faculty facilitator from ORS听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鈥檚 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听staff contact page.
Institutional & Industry
Listed on the听staff contact page.
Post-Award听
Email:听orspost@dal.ca
