Research Funding Checklist

Research Funding Checklist (May 1, 2024)

Table of Commitments (September 3, 2021)

  • The Research Funding Checklist must be completed for all externally funded grants and project agreements. For CFI applications, a checklist will be provided to the applicants by R&I’s Strategic Initiatives team.
  • The OSR Table of Commitments is a tool to ensure the appropriate validation and approval of faculty cash and in-kind contributions to research projects and agreements. For more information on the Table and faculty signature requirements, please see the Instructions in the Table or consult the Signing Authority Guidelines for Faculty Contributions to Research Projects and Agreements.
  • Academics requesting salary support in their project budgets will be asked to complete the Faculty Salary Request Form in the Funding Application Checklist and have it approved by the appropriate department/faculty signing authorities for salary requests. For more information on signature requirements for the Faculty Salary Request Form, please consult the Signing Authority Guidelines for Academic Salary Support Requests in Research Projects and Agreements.
  • For more information on the Funding Application Checklist, as well as institutional approval/signature for research-related documents, please consult the Signing Authority and Research Funding Checklist FAQ page.

When accessing and completing the Research Funding Checklist, please note the following:

  • Adobe requirement: the Checklist can only be completed in Adobe as an active form with dynamic/interactive embedded content. Minimum requirement is Adobe Acrobat Reader 10 or Adobe Acrobat Professional 9; older versions will not work properly. Download the latest version of Adobe Reader if needed.
  • For Firefox, Microsoft Edge, Chrome and Safari (Mac) users: by default, these browsers have built-in PDF-viewers (non-Adobe) which will prevent, at varying degrees, the opening and completion of the Research Funding Checklist.

    OPTION 1: The quickest option around this issue is to save the unopened Funding Application Checklist (right-click and save the link as) to the desktop or desired folder and right-click to open using Adobe.

    OPTION 2: You may, if you wish, set Adobe as your default PDF reader (note: Safari browser does not support this option) for all files or for this specific file/OSR webpage. As each browser has different instructions for accomplishing this, we recommend doing a Google search for setting Adobe as a default browser and/or operating system. Adobe also provides this brief help menu as a starting point:
    Click here to configure your browser to use the Adobe PDF plug-in to open online PDF files.
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