Which form do I use?
Before choosing a form:
Human Ethics/REB: Protocols are not submitted through ROMEO. See the REB instructions for submission information.
Animal Ethics: For help choosing and completing ROMEO forms, see the Animal Ethics guidance [PDF]
听
Application Level
Original applications, contracts or agreements with a defined work plan and their own regulatory, space, or financial requirements. Submitting at this level creates a new ROMEO file.
Submit an application or agreement听that may result in听new funds听being awarded to the Principal Investigator.
Examples include:听
- Grants听
- Contracts听
- Clinical trials听
- Incoming sub-awards听
- Co-applicant grants (funds may or may not flow to 黄色直播)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
Non-funding agreements are typically inter-institutional arrangements that support collaboration, resource sharing, and other research activities. While the agreements could involve money in some capacity (e.g. using funds from an existing account to cover the costs of an equipment transfer) - they do not involve the receipt of new funds.
Use this form to submit standalone agreements that support general research activities and/or multiple projects.
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
Contact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 an application or agreement that may听result in new funds awarded听to the Dal researcher, but contain their own set of regulatory, space, and financial requirements. New terms and conditions often require review by pre-award staff, regardless of the funding status of the overall project.
Examples include:
- Adding a new funder to support the project, with terms 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 previously approved terms and conditions (e.g. terms under the听original checklist that was submitted through ROMEO).
Examples include:
- Letter of award received for a project that was submitted through ROMEO during the pre-award stage
- Inbound transfer of funds letter
Need help?听
Contact orspost@dal.ca.听
For technical assistance, contact researcher.portal@dal.ca.听
General amendments for funded grants and contracts.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
Non-funding agreements are typically inter-institutional arrangements that support collaboration, resource sharing, and other research activities. While the agreements could involve money in some capacity (e.g. using funds from an existing account to cover the costs of an equipment transfer) - they do not involve the receipt of new funds.
Use this event to submit a new or amended non-funding agreement that supports a specific research project (for example, through a shared project title, account number, or REB protocol).
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 Agreement (no funds).听
- Amendments and other changes to the above (end date extensions, terminations, PI change, etc.)听 听 听 听 听 听
If you're seeking to change the terms of a funded grant or contract, please submit a Funding Agreement: Amendment Request instead.
Need help?听
Contact听researchlegal@dal.ca
For technical assistance, contact researcher.portal@dal.ca.
Send funds to a co-applicant or collaborator outside of 黄色直播.
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
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. Contact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
