Forms and guidelines
Forms and documents used in the Office of Research Services
Up-to-date forms and guidelines used by all units within the Office of Research Services are listed below.
General grants and contracts
General forms
Indirect costs of research toolkit
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- Budget templates for research funding agreements:
- PI Budget Work Sheet (MS Excel)
- PI Budget Work Sheet – 1 Year (MS Excel)
- PI Budget Work Sheet – 2 Years (MS Excel)
- PI Budget Work Sheet – 3 Years (MS Excel)
- Research Budget and Funding Requirements Calculator (MS Excel)
- Policy summary for funders
- Exceptions form for funders (Application for Negotiated Indirect Cost Rate)
- Budget templates for research funding agreements:
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For researchers preparing external research funding applications and agreements.
Transfer Funds to Co-Investigator
MITACS-ACCELERATE Awards and MITACS-Elevate Industrial Fellowships
Internal research grants
Internal research grants
- Internal research/creative project grant (IRG)
- Scholarly Conference and artistic performance travel grant
- HR6500 Travel and hospitality policy – PDF
- Research grant in lieu of salary (RGLS)
- Application
- Income tax folio: Scholarships, research grants and other education assistance
Safety committees
Animal and human ethics
Research and teaching with animals
Human research ethics board (HREB)
If this is your first time conducting research involving humans, we strongly suggest youread through the human research ethics page first before completing any of the forms below as the information on this page will help you assess whether or not you need to apply to the HREB and, if you are required to apply, how to do this and what policies govern research with humans.
If you have any questions about your application, please contact ethics@uvic.ca. If you are recruiting from or conducting research within the auspices of the Vancouver Island Health Authority, please use the Joint UVic-VIHA forms found below.
Guidelines:
- Overview of the Ethics Review Process
- Annotated Guidelines for completing the application for ethics review
- Guidelines for Ethics in Dual-role Research for Teachers and Other Practitioners
For practitioner-researchers undertaking research in professional/classroom settings - Quantitative Single Case Design Guidelines
Recommended for all teacher/practitioners using single case research designs - Course-based Research Guidelines (NEW - Deadlines for course-based ethics applications)
Recommended for instructors completing the application for course-based research - Joint UVic-VIHA Guidelines
Recommended for researchers completing the Joint UVic-VIHA ethics application
Application Forms for New Projects
- In-principle Application - an interim ethics approval to permit partial release of research funds for preparatory activities
Post-Approval Forms
- Request for Annual Renewal | PDF - required to extend the ethics approval for recruitment and data collection
- Request for Modification | PDF - submit this form before implementing changes to your protocol
- Notice of Project Completion | PDF - submit this form once recruitment and data collection have concluded
- Joint UVic-VIHA - Request for Annual Renewal - required to extend the ethics approval for recruitment and data collection
- Joint UVic-VIHA - Request for Modificaton/Amendment | PDF| RTF - submit this form before implementing changes to your protocol
- Joint UVic-VIHA - Notice of Project Completion - submit this form once recruitment and data collection have concluded
Other Forms
- Human Materials Form | PDF - for collecting human samples and receiving previously collected human samples
- Request to use deception form | RTF - for research involving the use of limited or partial disclosure in the consent process
Templates and Samples
Post-doctoral fellows
Post-doctoral fellows confirmation of space and facilities form in accordance with UVic Policy HR6310 - MS Word
Toolkit for external research funding applications and agreements
For researchers preparing external research funding applications and agreements.
- Research Application Summary Form
- Budget templates for research funding agreements:
- PI Budget Work Sheet (MS Excel)
- PI Budget Work Sheet – 1 Year (MS Excel)
- PI Budget Work Sheet – 2 Years (MS Excel)
- PI Budget Work Sheet – 3 Years (MS Excel)
- Research Budget and Funding Requirements Calculator (MS Excel)
- Policy summary for funders
- Exceptions form for funders