Forms Cabinet

Please obtain the form from this Forms Cabinet at all times to ensure you have the most recent version. The format of the form (PDF, Excel or Word) is noted after each link. "PDF Fillable Form" requires Adobe Acrobat Reader to function properly. For additional help refer to the website Adobe Reader Help.

Research Projects - Proposal (Application), Set-up, Amendments and Transfers

Create Proposals, Sub-grants, Amendments and Over Expenditure Authorization requests via the Researcher Home Page Login.

• Quick Reference Guide - Request for New Application/Proposal/Project via Online Approvals (PDF)

Special Purpose Projects

These forms are NOT to be used to request a research project.

• Projects processed by RSO (email rsospecp@ualberta.ca)
  • Change to Existing Special Purpose Project (PDF Fillable Form)
  • Request for New Special Purpose Project (PDF Fillable Form)

• Projects funded by a gift/donation are administered by the Office of Advancement (email recsec@ualberta.ca)
  • Change to Existing Special Purpose DONATION Project (PDF Fillable Form)
  • Request for New Special Purpose DONATION Project (PDF Fillable Form)

Signing Authority

• Delegation of Signing Authority (Sponsored Research Funds) (PDF Fillable Form)

Financial Statement Templates

• Sample Form 300 (PDF)
• Sample Statement of Award & Expenditure (PDF)

Canada Foundation for Innovation (CFI)

• CFI Extraordinary Operating Funds Request Form (Excel)
• CFI Operations and Maintenance Budget Template (Excel)

Canada Research Chairs (CRC)

• CRC Stipend Allocation (Word Form)

National Institutes of Health (NIH)

• NIH Statement of Intent to Establish a Consortium Agreement (Word)
• NIH Time & Effort Certification (PDF Fillable Form)

Natural Sciences and Engineering Research Council of Canada (NSERC)

• NSERC RTI Category 1 Application Checklist (PDF Fillable Form)

Sabbatical Research Grants

Note: RSO longer manages Sabbatical Research Grants. HRS and the Faculty now process these grants.

Western Economic Diversification (WD)

• Application Checklist (PDF Fillable Form)

Other Forms and Documents

• Generic Budget Template (Excel)
• Indirect Costs Calculator (Excel)
• Indirect Costs of Research - Background information (PDF)
• Over Expenditure Report Preparation Procedures (PDF)
• Quick Reference Guide - Providing Ethics Certification to RSO (PDF)
• Quick Reference Guide - Requirements When Submitting a Request to the RSO (PDF)
• Research Expenditures Best Practice Guide (PDF)
• Sample Advice Notice (PDF)
• Types of Sponsored Research (PDF)
• Project Administrator Access to Proposals (Word)

University Forms Cabinets

• Finance, Procurement and Planning, Forms Cabinet
• Human Resource Services