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Request for a New Fund

exchange of documents

The process for requesting new funds has changed.

Requests for Unrestricted, Non-Research Restricted, and Endowment funds must now be submitted through the .

Research-related fund requests continue to follow existing procedures through the Office of Sponsored Research (OSR).

What’s New?

  • ✅ Online request form with built-in guidance and validation
  • 🔄 Automated approval workflow powered by Power Automate
  • 📁 Centralized submission and documentation for transparency and audit readiness

Scope

This process applies only to:

  • Unrestricted funds
  • Non-Research Restricted funds
  • Endowment funds

Requests for research grants, contracts, CFI, or international agreements must continue to be submitted to OSR’s website.

Before You Submit

  • Prepare supporting documents (e.g., agreements, donor letters) for upload in the online form.
  • Funds are not opened for amounts under $10,000.

How to Submit

  1. Access the Online Fund Request Form:
  2. Complete all required fields and upload supporting documentation.
  3. Submit the form. Approvals will be captured electronically—no manual signatures required.

Questions?

For assistance with the new process, contact:
fundopening.finserv [at] mcgill.ca

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