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 whensubmittinganoriginalapplication or agreementthat may result innew fundingbeing awarded to the Principal Investigator.
Examples include:
- ҰԳٲ
- DzԳٰٲ
- Clinical trials
- Incoming sub-awards
- Co-applicant grants (funds may or may not flow to )
- Stand-alone internal awards (e.g., sabbaticals, start-up funds)
- Re-submissions not previously funded
- Tri-Agency renewals
- Canada Research Chair renewals
Need help?
Contact your faculty facilitator.
For technical assistance, contact researcher.portal@dal.ca.
Submit this checklist for standalone agreements that support inter-institutional collaboration or resource sharing. These agreements 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
- Software License Agreement
- Equipment Agreement (e.g. leasing)
- Research & Collaboration Agreements (no funds).
Need help?
DzԳٲresearchlegal@dal.ca
For technical assistance, contact researcher.portal@dal.ca.
Event Level
Changes, supplements, or agreements related to an existingApplication-levelfile.
Use this form when submitting a supplemental application or agreement that mayresult in new funds, but contain their own set of regulatory, space, and financial requirements.
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
Need help?
Contact your faculty facilitator.
For technical assistance, contact researcher.portal@dal.ca.
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?
Contact orspost@dal.ca.
For technical assistance, contact researcher.portal@dal.ca.
Submit this form for agreements that do not involve applying for new fundsbut still support or relate to a specific research project. They can be linked to a project through details such as the project title, account number, or shared REB protocol.You can also use this form to submit amendments to existing non-funding agreements.
Examples include:
- Material Transfer Agreement
- Data Transfer Agreement
- Confidential Disclosure Agreement
- Software License Agreement
- Equipment Agreement (e.g. leasing)
- Research & Collaboration Agreements (no funds).
These agreements are typically legal or institutional agreements. For sponsor-managed funding amendments (e.g. no-cost extension, budget changes) please submit the Grant/Contract Amendment Request instead.
Need help?
DzԳٲresearchlegal@dal.ca
For technical assistance, contact researcher.portal@dal.ca.
The PI is transferring a portion of their funds to a team member at another institution. Follow up amendments can be submitted through this form as well.
Examples include:
- Outbound Transfers of Funds
- Outbound Sub-Awards.
Need help?
Contact orspost@dal.ca.
For technical assistance, contact researcher.portal@dal.ca.
General amendments for funded research projects.These amendments affect the award terms, budget, timeline, or personnel.
Examples include:
- No-cost extension
- Budget changes
- Change to primary administering institution
- Changes to PI or project team
- Terminations and deferrals
- Other miscellaneous changes.
Need help?
Contact orspost@dal.ca.
For technical assistance, contact researcher.portal@dal.ca.
Indigenous community consent to participate in a research project and/or request a partial release of funds.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.
Need help?
Contact indres@dal.ca.
For technical assistance, contact researcher.portal@dal.ca.
Having trouble submitting in ROMEO?
If youencounterproblems whilesubmittinga form, try the steps below before contacting support.
- Paste formatting issues–Ifyou’recopying and pasting text from other documents into the ROMEO form, invisible formatting from other documents can cause errors. Paste as plain text (Ctrl/Cmd+ Shift + V or “Paste without formatting”).
- Large file uploads-Fileslarger than 10 MB may disrupt your session. Reduce file size before uploading (see on Adobe Acrobat's website).
- Draft corruption-In rare cases, draftapplicationsmay become corrupted. Use theClonebutton(the yellow button on the left side of the file)to create a fresh draft and submit that instead.
- Special characters-Avoid unsupported characters (e.g., < >{ }| \ ^ ~) in form fields, as they may trigger validation errors.
What happens after submission?
Review process
- Your file is routed for institutional review
- You may receiveemailrequests for clarification
- 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
Once yousubmita ROMEO file, it becomes view-only.
Editing can be re-enabled by yourORS faculty facilitatorordepartment/faculty signing authorityif changes arerequired.
See instructions below.
How to find your submitted file?
You canlocateyour file from the ROMEO homepage by:
- Searching theApplication Reference Number(5 digits) orFile Number(7 digits), or
- Navigating toApplications: Under RevieworApplications: Post-Reviewandlocatingthe filenumber from those sections
Once you've located the file number, theWorkflow Status(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. DzԳٲresearcher.portal@dal.caor yourfaculty facilitator from ORSfor 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 thestaff contact page.
Institutional & Industry
Listed on thestaff contact page.
Post-Award
Email:orspost@dal.ca
