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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

Application Approval Form for the Faculty of Engineering – Sponsored Project Checklist

Every grant application and contract (i.e., research project) requires a completed and signed checklist. (October 2025)

WEBSITE

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

Every grant application and contract (i.e., research project) requires a completed and signed checklist. (January 2025)

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 (August 2025).

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

Application form and guidelines for the Arts Research Board (ARB) SSHRC Exchange Scholarly Publications Grant (August 2025).

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 (August 2025).

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 (August 2025).

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 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)

LINK

Disclose your Research

Disclose research discoveries, inventions, copyright, software, and educational materials.

WEBSITE

FHS Research Finance- Deposit Form

October 28, 2019

WEBSITE

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

Updated April 2025 - 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

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

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 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.

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. (Sept 2025)

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. (September 2023)

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

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)