Forms and Resources

OSR Checklist

OSR Checklist    (Sept. 20, 2018)

Table of Commitments    (Mar 01, 2016)

  • 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.

  • 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.

  • Saving populated data: partially completed or completed Checklists may be saved as an active form with the populated data.

  • For Firefox, Microsoft Edge, Chrome and Safari 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.  The quickest option around this issue is to save the unopened OSR Checklist (right-click and “save link as”) to the desktop or desired folder and right-click to open using Adobe.


Please contact the Strategic Initiatives (SI) Team to obtain a copy of the following documents:

Pre-Award (John R. Evans Leaders Fund, JELF)

  • JELF Guidelines (CFI)
  • JELF Components and Timelines
  • Good Quote Example
  • Research Equipment and Space Needs Assessment Form (RESNAF)
  • ESNAF Equipment List
  • Quebec Form Instructions

Post-Award (John R. Evans Leaders Fund, JELF)

  • Award Finalization Instructions
  • Budget Builder Template (Finalization)
  • CFI Change Request Form
  • Confirmation of Award Conditions
  • Plan for the Operation and Maintenance of Infrastructure funded by CFI (August 2013)

You can access the CFI-JELF and CRC-JELF timelines here:

Reporting an Invention

  • New disclosures can be reported to us via our online disclosure portal. More information can be found here.