Forms + Resources

On this page: OSR ChecklistTemporary Release of Funds | CFI Infrastructure | Conflict of Interest | Controlled Goods & Export/Import Controls | Protected/Classified Information & Security Clearances | Reporting an Invention | SciVal

OSR Checklist

OSR Checklist (Nov 22, 2023)

Table of Commitments (September 3, 2021)

  • The OSR 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 OSR 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 OSR Checklist, as well as institutional approval/signature for research-related documents, please consult the Signing Authority and OSR Checklist FAQ page.

When accessing and completing the OSR 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 OSR Checklist.

    OPTION 1: The quickest option around this issue is to save the unopened OSR 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 for all files or for this specific file/OSR webpage. As each browser or Mac operating systems have 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.

Temporary Release of Funds

This document allows the Office of Sponsored Research to authorize temporary release of funds (ROF) prior to obtaining ethics approval. A Temporary ROF can also be requested if the PI has already submitted an application/amendment for ethics consideration and approval is forthcoming. Click here to download the fillable Temporary ROF form.

CFI Infrastructure

Conflict of Interest

PHS-NIH Specific:

Controlled Goods & Export/Import Controls

Protected/Classified Information & Security Clearances

Reporting an Invention


  • SciVal is a bibliometric tool that offers access to research performance metrics of over 10,000 research institutions in 230 regions and countries. It is available to McGill University’s faculty members, students and staff. Using advanced data analytics, SciVal processes large amounts of data to generate uniquely tailored reports, which include visualizations such as charts, graphs and tables.
Find Find collaborators to spur innovative solutions to complex problems
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Discover Discover relevant cross-disciplinary areas of research 


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