Project Creation and Maintenance

 

Project Maintenance will process the project request form once it has been reviewed and approved by Research Services. Project holders will receive an email notification once the project set up is complete.

To delegate and/or provide eFIN viewing access to other team members, a project delegation will be required

Refer to the Guidelines for Research Funding for further information on who can be a Project Holder.

Research Grants or Contracts

Once a research grant has been awarded, or an industry contract has been signed, a project request form will be required to create a new project. Research Services initiates the project request form for grants and contracts through the Research Services office. For external awards not managed through the Research Services office, a project request form must be completed. Research Services can help identify if a project needs a request form.

Project request forms are not required for awards provided by major sponsors with established administrative arrangements with the university. These projects are set-up upon receipt of the sponsor's notice of award, and if all necessary certifications are in place (i.e. Tri Council Awards).

To facilitate the set up of a new project, please ensure following information is provided:

  • Completed project request form
  • A detailed budget
  • All signatures

Non-Research Grants

Non-Research Projects

When funds are awarded to a project holder where the funding source is restricted and the purpose can't be categorized as research, the following information is required:

  • Completed project request form (in drop-down menu for project creation, maintenance and compliance)
  • All relevant agreements and/or award notices
  • A detailed budget
  • All signatures

Project Request Forms

Complete a project request form when:

No Arrangement

The sponsor does not have an established granting arrangement with the university.

Not initiated

The sponsorship request was not initiated by or pre-authorized by the university.

More detail

The sponsor's notice of award requires more detailed information.

Existing project

A sub-project within an existing project is required.

Project Requests

project request form needs to be completed in most situations. The form is recommended when:

  • The sponsor does not have an established granting arrangement with the university. Please note that projects for awards made by major sponsors with established administrative arrangements with the university are opened automatically upon receipt of the sponsor's notice of award, and if all necessary certifications are in place (i.e. Tri Council Awards).
  • The sponsorship request was not initiated by or pre-authorized by the university
  • The sponsor's notice of award requires more detailed information
  • A sub-project within an existing project is required

Project Creation and Maintenance Forms


Project Request Form (updated May 5, 2021)

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Project Update Request Form (updated December 10, 2020)

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Project Budget Form (updated December 10, 2020)

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Project Over-Expenditure and Over-Commitment, Expired Project Continuation of Spending and New Project Pre-Approval Form (updated April 1, 2021)

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Project Delegation Forms


Project Online Delegation (updated December 10, 2020)

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Team Authorization Form (updated December 10, 2020)

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Team Authorization Form Student Research Allowances (updated December 10, 2020)

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Project Global View Access (updated December 10, 2020)

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