ROMEO Researcher Portal
ROMEO is a research management database, powered by Process Pathways, that keeps track of sponsored projects, certifications and other types of awards and agreements. The ROMEO Researcher Portal is used at Dalhousie to submit documents for internal review.
This includes:
- research funding applications
- research contracts and agreements (including contracts and agreements without funding)
Along with submission of documents for review and approval, researchers must complete the Investigator’s Checklist, and confirm review and agreement with the Research Accountability Statement, and the Principal Investigator Agreement.
Once submitted by the Principal Investigator, the file must be approved by the Department/School and Faculty. By providing their approval the Department/School and Faculty are confirming:
- The researcher holds an appointment that allows the pursuit of research as a Principal Investigator (refer to Dalhousie’s Guidelines on Principal Investigator Eligibility)
- Departmental and Faculty commitments in the application, including time, space, equipment access, basic facilities, etc., are available to undertake the proposed project including in instances where they are not otherwise provided for by a signed letter of commitment.
- Awareness of the proposed faculty research activities and acceptance of resource commitments by the applicant (i.e., there is adequate time or release time afforded to the faculty member to undertake the research in line with the regular terms of their appointment). In addition, the Department and/or the Faculty is prepared to ascertain required support for the project, as may be needed from time to time, for successful completion of the project, and to ensure that funder requirements are met.
The ROMEO portal is also used to support other activities related to research, including:
- Request for transfer of Tri-Agency funds
- Submission of amendments to research contracts
- Submission of Animal Ethics applications
Accessing the Researcher Portal
Researcher Portal Guides
Application Level
Applications represent the project or protocol at a high level, and are typically submitted when there’s no existing ROMEO file already in place. There may be some exceptions (e.g. funding renewals, certain types of partner funding) where the researcher will be instructed by the relevant administrator if more than one checklist is needed for the project.
The Investigator Checklist [PDF 401 kB] is used for projects that will or might result in funding / account opening. Examples include sponsored research (grants and contracts), internal awards offered by Dalhousie (e.g. sabbaticals, start up funds, etc.), and inbound transfers of funds. Co-applicant and collaborator grants with no funds currently going to Dalhousie can also be submitted through the checklist, if required by the office.
The Agreement for ORS Legal Review (No Account Opening) [PDF 438 kB] is used for stand-alone agreements that support general research activities, and will not result in a new account opening. Examples include material and data transfer, collaboration or research agreements (no funds), confidential disclosure, equipment, software, and space / facility access agreements.
The Animal Care Protocol Forms [PDF 380 kB] include Form A, Form C, Teaching protocols for the Agriculture Campus, and the Dalhousie Permanent Stock Protocol Form.
Event Level
Events are secondary applications linked to a main level application. Events can be submitted by PIs and project team members. If you require assistance adding a team member so that they can access and work with your file, please contact researcher.portal@dal.ca for awards files, and ucla@dal.ca for animal protocols.
The Transfer of Funds Request form [PDF 190 kB] is used for both original requests and amendments, to transfer a portion of funding to a recipient at another institution.
The Agreement for ORS Legal Review (No Account Opening) [PDF 224 kB] is used for the following agreements and amendments: material and data transfer, collaboration or research agreements (no funds), confidential disclosure, equipment, software, and space / facility access agreements.
The Grant/Contract Amendment Request form [PDF 236 kB] is used for all other amendments that do not fall under the two categories above. The amendment is for a funded grant or contact (e.g. changing the end date, changing the budget, etc.)
The Animal Care Protocol Amendment and/or Renewal form [PDF 157 kB] can be submitted for an existing Form A, Form C, Teaching, or Permanent Stock protocol.
Signing Authorities and Reviewers
The Faculty and Department guide [PDF 153 kB] is available for signatories reviewing Investigator Checklists and the Agreement for ORS Legal Review (No Account Opening).
The Other Signing Authority guide [PDF 105 kB] is available for all signatories other than the faculty and department. Currently, these signatories review projects where work is taking place at Nova Scotia Health, the IWK Health Centre or Dalhousie Medicine New Brunswick.
The Reviewer Committee guide [PDF 147 kB] is available for Animal Care committees who are reviewing protocols.
Frequently Asked Questions
System Administrator Contact
Researcher.Portal@dal.ca