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Forms, Checklists & Samples

Resource Listing

WEBSITE

Account Request Form for the Faculty of Health Sciences

This form is used for funded research and must accompany any request for a new research account. (July 22, 2021)

DOCX

Animal Utilization Protocol (AUP)

October 28, 2019

PDF

Application Approval form for the Faculty of Science – Sponsored Project Checklist

Updated March 11, 2024 - Every grant application and contract (ie, project) requires a completed and signed checklist.

DOCX

Arts Research Board (ARB) SSHRC Exchange – Conference Attendance and Representational Activities Final Report Form

Final report form for the Arts Research Board (ARB) SSHRC Exchange Conference Attendance and Representational Activities Grant (December 2022).

DOCX

Arts Research Board (ARB) SSHRC Exchange – Conference Attendance and Representational Activities Grant Guidelines and Application Form

Application form and guidelines for the Arts Research Board (ARB) SSHRC Exchange Conference Attendance and Representational Activities Grant (December 2023).

DOCX

Arts Research Board (ARB) SSHRC Exchange – Scholarly Publications Final Report Form (ROADS)

Final report form for the Arts Research Board (ARB) SSHRC Exchange Scholarly Publications Grant (December 2022).

DOCX

Arts Research Board (ARB) SSHRC Exchange – Scholarly Publications Grant Guidelines and Application Form (ROADS)

Application form and guidelines for the Arts Research Board (ARB) SSHRC Exchange Scholarly Publications Grant (December 2023).

DOCX

Arts Research Board (ARB) SSHRC Explore – Major Collaborative Project Seed Grants Final Report Form

Final report form for the Arts Research Board (ARB) SSHRC Explore Major Collaborative Project Grant (December 2022).

DOCX

Arts Research Board (ARB) SSHRC Explore – Major Collaborative Project Seed Grants Guidelines and Application Form

Application form and guidelines for the Arts Research Board (ARB) SSHRC Explore Major Collaborative Project Grant (December 2023).

DOCX

Arts Research Board (ARB) SSHRC Explore – Standard Research and Research Creation Grant Final Report Form

Final report form for the Arts Research Board (ARB) SSHRC Explore Standard Research and Research Creation Grant (December 2022).

DOCX

Arts Research Board (ARB) SSHRC Explore – Standard Research and Research Creation Grant Guidelines and Application Form

Application form and guidelines for the Arts Research Board (ARB) SSHRC Explore Standard Research and Research Creation Grant (December 2023).

PDF

Biological Material Transfer Agreement (MTA) Template

Template agreement with standard terms to share biological materials (cells, tissues, etc.), either receiving or sending, with a 3rd party (company, non-profit, other research institution) . Terms are negotiated by MILO Research Contracts group on behalf of McMaster. (November 21, 2019)

DOCX

Collaborative Research Agreement

Template agreement with standard terms to receive funding or collaborate with a 3rd party (company, non-profit) for research purposes. Terms are negotiated by MILO Research Contracts group on behalf of McMaster. (December 2022)

DOCX

Copyright Disclosure Form

Form used by any faculty, student, or staff, as part of their research efforts and/or using university resources, that have created software, questionnaires, apps, e-books or other copyrighted materials that may have commercial potential. If there are any questions, please seek direction from MILO Business Development staff. (December 2022)

DOCX

Discovery or Invention Disclosure Form

Form used by any faculty, student, or staff, as part of their research efforts and/or using university resources, to report new inventions, discoveries, processes, or materials that may have commercial potential. If there are any questions, please seek direction from MILO Business Development staff. (December, 2022)

WEBSITE

FHS Research Finance- Deposit Form

October 28, 2019

WEBSITE

HRS Checklist – Application Approval Form for Faculty of Health Sciences (HRS Only)

Updated September 2021 - Approval form to be completed by the PI in order to obtain institutional approval for the submission of a grant application.

WEBSITE

HRS Internally Sponsored Research (ISR) Template Form

Use this template for awarding funds internally (July 26, 2021)

WEBSITE

HRS Transfer Form (from an existing ledger 8-Acct to a new 8-Acct)

This form is used for transferring funds internally between McMaster faculty members (July 26, 2021)

XLSX

In-Kind Contribution Certification

This form is to be used to record the in-kind contribution received from a external research partner. For more information regarding this form, please contact your Senior Research Accountant. (December 2022)

PDF

Non-Biological Material Transfer Agreement (MTA) Template

Template agreement with standard terms to share non-biological materials (chemicals, apparatus, etc.), either receiving or sending, with a 3rd party (company, non-profit, other research institution) . Terms are negotiated by MILO Research Contracts group on behalf of McMaster. (November 21, 2019)

PDF

Non-Disclosure Agreement (NDA) Template

Template agreement with standard terms to share confidential information (data, non-published knowledge), either receiving or sending, with a 3rd party (company, non-profit, other research institution). Terms are negotiated by MILO Research Contracts group on behalf of McMaster. (December 2022)

PDF

Request to Transfer Funds to Co-Applicant

Form to be completed by the PI to request an internal or external transfer of funds from a research account to a co-applicant. (June 23, 2021)

DOC

Research Contract Account Request for the Faculty of Health Sciences / MILO Checklist (MILO/HRS)

Submit to MILO either the original signed Checklist, or a scanned copy of the original. If the scanned version is submitted, the Principal Investigator must retain the original signed Checklist on file.

PDF

Research Project Holder’s Accountabilities Form

A Research Finance form which gives principal investigators primary signing authority for their research accounts. This form is also used to delegate other individuals authority to perform transactions on the principal investigator's behalf. (December 2022)

DOCX

Scientific Stores Purchasing Delegate Authorization Form

A Research Finance form which allows principal investigators to authorize students for Scientific Store purchase. (October 28, 2019)

DOCX

Software Disclosure Form

Form used by any faculty, student, or staff, as part of their research efforts and/or using university resources, that have created software or mobile applications that may have commercial potential. If there are any questions, please seek direction from MILO Business Development staff. (November 18, 2022)

DOCX

Space Allocation Approval Form (ROADS)

Form to be completed by the PI and Faculty indicating approval of occupancy of the space by PI. (December 2022)