Forms

Proposal Related
Name Description
Access Request - Contingent Worker Employee Use this form to request access to Kuali as an adjunct or pending employee.
Access/Change Request - Current Permanent Employee Use this form to request new access or a change to your existing access if you are a current permanent employee.
Contingent Worker Form Use this form to apply for a PeopleSoft HR ID and access to the University electronic systems.
Download File
Cost Share Request Form - AY Faculty Salary When university salary (effort) is committed in a proposal for sponsored funding, faculty must use the Cost Sharing Approval Form to obtain the necessary approvals for the proposed in-kind effort.
Download File
Indirect Cost Waiver/Reduction Click on the Document Link to open the form for an Indirect Cost Waiver or Reduction Request Form
Document Link
Late Proposal Approval Request Form The Late Proposal Approval Request form is used to request an exception to the VCRE's mandatory proposal submission procedure.
Document Link
New Organization (i.e. Subcontractor) Request Form Use this form to request a new subcontractor, known in the Kuali system as an ORGANIZATION.
Document Link
Pro Forma Budget Template To be used for Indirect Cost Waiver/Reduction, Cost Share Request, and Request for Voluntary Cost Sharing Forms.
Download File
Professional Name Request Form Use this form to request a name for use on proposals and awards that is different from your legal name.
Document Link
SBIR Funding Agreement Since many of the industry partners in the SBIR do not have broad contracting experience, we have found that many partners look to the University for guidance in this area. The following SBIR Funding Agreement has been developed to meet this need.
Download File
Sponsor Request Use this form to request a sponsor for use in Kuali. You can also use this form to request a prime sponsor.
Document Link
STTR Funding Agreement Since many of the industry partners in the STTR do not have broad contracting experience, we have found that many partners look to the University for guidance in this area. The following STTR Funding Agreement has been developed to meet this need.
Download File
Sub-Recipient Form Distribute this form to participating entities when setting up a subaward/subcontract/sub-recipient agreement with UMass.
Download File
Summer Salary Waiver Request Form to request a waiver from the Provost's policy on only charging 83.33% summer salary to federal or state sponsored projects.
Download File