Forms and Resources

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

Research Funding Checklist

Online Research Funding Checklist (formerly OSR Checklist) (March 31, 2025)

NEW: Web-based Research Funding Checklist (RFC) now available in eRAP

As of March 31, 2025, the Research Funding Checklist transitioned to an online format and the PDF version of the Checklist was discontinued. The new online Checklist must be completed directly in eRAP by researchers (McGill email address and password required to log in). Reference guides for the completion of the online Checklist may also be found in eRAP and SharePoint.

For any question about the online Research Funding Checklist, please contact: info.osr [at] mcgill.ca. 

• The Research Funding Checklist must be completed for all externally funded grants and project agreements.

Table of Commitments (March 31, 2025)

• The Table of Commitments is a tool to ensure the appropriate validation and approval of university cash and in-kind contributions to research projects and agreements. Once complete, please attach the Table to the Checklist where requested and it will follow the same approval process (a signed Table is no longer required, except in specific circumstances - see instructions in the Table).
• Academics requesting salary support in their project budgets must complete the Faculty Salary Request Form and have it approved by the appropriate department/faculty signing authorities for salary requests and attach it to the Checklist where requested. 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 Research Funding Checklist, as well as institutional approval/signature for research-related documents, please consult the Signing Authority and Research Funding Checklist FAQ page.

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

• Detailed information regarding CFI and its policies and programs can be found in the CFI Policy and Program Guide.

• Click here to consult McGill's Plan for the Operation and Maintenance of Infrastructure funded by the Canada Foundation for Innovation (CFI).

Conflict of Interest

• Information about Conflict of Interest Reporting.

PHS-NIH Specific:

• McGill FCOI PHS-NIH Procedure
• Significant Financial Interest (SFI) Disclosure for US PHS-NIH
• List of Investigators for U.S. PHS-NIH
• Informed Consent by Third Parties for Disclosure

Controlled Goods & Export/Import Controls

• Controlled Goods and Export/Import Controls Statement

Protected/Classified Information & Security Clearances

• Protected/Classified Information Statement

Reporting an Invention

• New disclosures can be reported to us via our online disclosure portal. Click here for more information.

SciVal

• 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.