Reseach Accounting Forms and Other Documents

Get Title Purpose Updated
Certificate of Insurance How to Request a Certificate of Insurance.  Open a tab and link to Office of the President web site and log in for access.  Then click on link for Certificate of Insurance to go directly to the page.
Cost Share Allowable Companion Funds Explanation of Cost Sharing on Sponsored Projects and list of allowable funds available for Cost Share. 10/28/22
Faculty / PI DeptID Lookup Be sure to Enable Content on spreadsheet for it to work correctly. Aid for Faculty/PI to lookup their DeptID when applying for a Sponsored Grant.  For search criteria, be sure to select either Manager ID: PeopleSoft Employee ID (starting with 1) or by Manager: either Last Name or by Last Name,First... 3/12/24
Finding Award Documents in Summit Job Aid on how to view Award Documents within Summit. 11/14/13
Fly America Act and Open Skies Agreement Decision Tree 9/24/18
Fly America Act Exception Form Needed when claiming an exception to the Fly American Act 9/24/18
Fly America and Open Skies Training Fly America and Open Skies training 9/27/18
FY2023 - FY2027 Federal Indirect Cost Rate Agreement 4/6/23
How to evaluate a cost to a Federally Sponsored Project 2/1/22
NIH Unobligated Balance Calculator 6/13/24
Participant Support Cost REU/RET Payments Form Particpant/REU/RET UMass Student Payments Form 6/26/23
Participant Support Cost REU/RET Payments Procedure Participant Support Cost REU/RET Payments Procedure 5/23/24
Research Administration Closeouts 7/1/23
Research Administration Financial Closeout Awards
Signature Delegation for Sponsored Projects and PI DeptID's To give approval signature delegation for PI DeptID's (DeptID's ending in 001-999) and Sponsored Grant Charstrings.   Must complete OWL training for Post Award-Financial Research Administration Training for Principal Investigator Signing/Approval Authority on Sponsored Projects before submitting... 7/21/23
Tax Status of The University Tax Status of the University. Net ID Log on required.  Link to Office of The President web site.
University Policies and Guidelines University Policies and Guidelines.  External Link to Office of The President.