Visitor Questionnaire Preferred Title: Ms/Mrs/Mr/Dr/Prof/?. Family Name: Exactly as on passport. First Name/Initials: Exactly as on passport. Telephone: Include country code. Position: Click here to enter text. Supervisor Name: For PDFs, students, and technicians. Email: Click here to enter text. Supervisor Contact: Email preferred. Institution: Click here to enter text. Area of Expertise: By category, if applicable (Taxonomic, Geographic, Molecular, etc.) Mailing Address: Street Address, City. Postal Code, Country. Research Background (Please attach a recent Curriculum Vitae with details) Briefly list universities attended, degrees received and major career stages, with years. Describe Your Project Title: Click here to enter text. In approximately 100-500 words, please describe your project (e.g. molecular versus taxonomy) your goals for how barcoding will affect your research, and what you hope to accomplish at the Canadian Centre for DNA Barcoding. Note: Priority will be given to projects involving the generation of reference data from taxa and/or geographic areas not covered by the existing DNA barcode reference library (www.boldsystems.org). Reference from the Biodiversity Institute of Ontario Do you have a counterpart at BIO who is aware of your research and agrees to serve as internal reference and host for your visit? If yes, please provide name and e-mail. ☐ Yes ☐ No Reference Name: Click here to enter text. Reference Email: Click here to enter text. End Date: Click here to enter a date. Visit Details Please specify the preferred time of your visit Start Date: Click here to enter a date. Will there be members of your family accompanying you to Canada? ☐ Yes ☐ No If yes, provide details below. Full Name: Click here to enter text. Relation: Click here to enter text. Full Name: Click here to enter text. Relation: Click here to enter text. Full Name: Click here to enter text. Relation: Click here to enter text. Full Name: Click here to enter text. Relation: Click here to enter text. 1 Visitor Questionnaire Visa Do you and/or your family members require a visa to enter Canada? ☐ Yes ☐ No Do you require an official letter of invitation from the CCDB? ☐ Yes ☐ No If yes, does this letter need to mention your family member(s)? ☐ Yes ☐ No Note: You will be responsible for any costs involved in obtaining the Canadian visa, including fees and travel expenses incurred. Travel Do you require support for flight bookings? ☐ Yes ☐ No Do you require arrangements for airport pick-up and drop-off? ☐ Yes ☐ No Accommodation Do you require support for accommodation arrangements? ☐ Yes ☐ No If yes, do you agree to share an apartment with another visitor? ☐ Yes ☐ No Additional Arrangements If you have specific accommodation requirements, dietary restrictions, etc. please specify them below. Click here to enter text. Language All CCDB operations are conducted in English; therefore basic oral and written skills are a prerequisite for this training experience. For people who are not native English speakers, assistance can be provided in some other common languages. If you feel that you may require such assistance, please specify details below. Click here to enter text. Funding. Please note: priority will be given to applicants possessing funds to cover the entire cost of their visit ☐ Yes ☐ No Do you have funding to pay for your travel costs? Do you have funding to pay for your accommodation costs? ☐ Yes ☐ No Do you have funding to pay for your per-diem allowance? ☐ Yes ☐ No Do you have funding to pay for your personal insurance? ☐ Yes ☐ No Note: You will be responsible for all travel and accommodation expenses incurred within your home country, as well as transportation within Guelph (including car rental and public transit). Housing is located within walking distance from the CCDB and a shopping mall; for special requests, private transport arrangements may be made with your colleagues at BIO. Do you have funding to cover training fees and/or laboratory bench fees? ☐ Yes ☐ No Do you have funding to cover sample processing and analytical costs? ☐ Yes ☐ No Note: If funding support is required for any part of your visit, please provide the name and contact details of the person at BIO who agreed to cover these expenses (e.g. BIO faculty member) and details on the funding source (e.g., training programme). Click here to enter text. 2 Visitor Questionnaire Specimens Will you be bringing specimens (vouchers or tissue) for analysis at the CCDB? ☐ Yes ☐ No If yes, please specify details below. Specimen Details In order for the DNA sequences to be recoverable and to qualify as reference barcodes, their source specimens must meet a set of standard criteria. Please indicate which of these criteria applies to your materials: 1. Specimens have been collected recently and were killed and preserved using DNA-friendly methods as outlined in (provide link?) ☐ Yes ☐ No 2. Professionally prepared collection vouchers are available for all specimens. ☐ Yes ☐ No 3. All voucher specimens are deposited in a professionally curated permanent collection (e.g., museum) and are available for taxonomic reexamination by interested experts. ☐ Yes ☐ No 4. All specimens have been authoritatively identified to species by a taxonomic expert. ☐ Yes ☐ No 5. All specimens have detailed collecting information, including precise geographic locality with coordinates, collection date, and name(s) of collector(s), which is available in digital format (e.g., electronic spreadsheet or database) and replicated on labels attached to the vouchers. ☐ Yes ☐ No 6. All specimens have good quality digital images depicting their diagnostic characters. ☐ Yes ☐ No 7. Each specimen has a unique catalog number (or equivalent) which unambiguously links it with all physical and informational derivatives (including tissue samples, data records and images) and allows locating it within the collection where it is deposited. ☐ Yes ☐ No If the answer to ANY of the above questions is NO, please provide a brief explanation below e.g. “Specimens will be analyzed consumptively” or “Specimens will be deposited in a museum (specify name) after the termination of the project” or “Some specimens identified to genus only because they represent morphologically cryptic taxa.” Please provide general information on the specimens you plan to bring, including broad taxonomic groups (e.g., “Malacostraca”) and their broad geographic origin (e.g., “Kenya” or “Northern Atlantic”), overall number of specimens per large taxonomic group, minimum-maximum number of specimens per species, their form of preservation (whole vouchers or tissue samples, type of fixative), and whether they will require subsampling upon arrival at the CCDB. Indicate whether the specimens require subsampling or ready for immediate analisys. Broad Taxonomic Group Geographic Origin Overall Quantity Specimens per Species Form of Preservation Requires Subsampling? e.g. Malacostraca e.g. Kenya e.g. 15-20 Approx 3-4 e.g. whole, EtOH. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No Enter text. Enter text. Enter text. Enter text. Enter text. ☐ Yes ☐ No 3 Visitor Questionnaire Subject to successful approval of your application, do you agree to submit all specimen data and images to BOLD prior to the beginning of your visit? ☐ Yes ☐ No Note: It is a requirement that all specimen data records and images are submitted to BOLD prior to the beginning of the training and that tissue samples are arrayed in 96-well microplates and ready for DNA extraction. Standard sampling kits and data submission templates will be supplied to sample providers upon request. If the answer is NO, please provide a brief explanation below e.g. “Specimens will be databased and imaged at the CCDB as part of the training experience” Note: Data conversions, specimen arraying, imaging and sampling/subsampling at the CCDB require additional time and staff resources and are only justified if learning the techniques of front-end specimen processing is part of the scheduled training experience. If staff resources are limited, then such projects are less likely to be approved. Specimen Import/Export Details Please specify which of the definitions below best describe the ownership rights for these specimens: ☐ Your personal property ☐ Your personal research collection (property rights undefined) ☐ Personal research collection of your supervisor or colleagues (property rights undefined) ☐ Institutional research collection (property rights undefined) ☐ Institutional property ☐ Provincial/state/territorial/regional property ☐ National/federal property ☐ Other - please specify: Click here to enter text. If the specimens are not your personal property or part of a personal research collection, please confirm that you have sufficient authorization to export these specimens using the space below: e.g. “Permission to analyze samples granted by my supervisor, Prof. ****” Note: It is your responsibility to ensure that your samples were collected legally under appropriate permits, and that the transfer of biological materials has been approved by the relevant national, regional and institutional authorities or regulatory agencies. An valid export permit certified by your national authority will be required for importing specimens into Canada. Do you and the owner(s) of these specimens agree to the default provisions of the CCDB Biological Material Transfer Agreement (BMTA) outlined in (ccdb.ca/CCDB_DOCS/BMTA.doc)? ☐ Yes ☐ No If not, please specify: Click here to enter text. What are the loan conditions on which you will be bringing your specimens (refer to above BMTA for explanation): ☐ Donation ☐ Permanent loan ☐ Temporary loan Do you plan to take back aliquots DNA extracts obtained at the CCDB? ☐ Exchange ☐ Yes ☐ No (NB: Irrespective of the loan conditions an aliquot of genomic DNA will be stored at the CCDB for quality control until the completion of your research project) Do any of your specimens belong to CITES-listed species? ☐ Yes ☐ No IF “yes”, is your institution registered with your National CITES Authority? ☐ Yes ☐ No Do you require assistance in finding out Canadian import requirements? ☐ Yes ☐ No Do you need advice on specimen preparation/ preservation for transport? ☐ Yes ☐ No Please email completed form to <info@ccdb.ca> 4