Here are some resources that may be useful when preparing grant proposals at the University of Massachusetts Amherst.
Institutional Information
- Fact Sheet
- University Analytics and Institutional Research
- Office of Financial & Cost Analysis
- F&A and fringe statement
- Office of UMass President — Audit Reports
- Office of UMass President — Tax Information/Forms
Directories for Names/Locations
- PeopleFinder (Departmental directory here also)
- Fingertip Directory (Departments, Directors, Heads, Chairs and Assistants)
- SPIRE (log in required)
- Building Addresses
- Department websites
Calendars
- Academic Calendar (Class Schedule)
- University Pay Calendar
- FY2024 Pay Schedule
- Legal Holidays/Campus Closure Days
- Provost Faculty Personnel Action Chronology
Budget Requirements & Procedures
Accounting Information
- Chartfield Lookup (to find active account information, such as speedtypes and Department IDs)
- SUMMIT (log in required)
- PeopleSoft Finance Reporting (log in required)
- “Amherst Grant Reports” (Report Center > Grants)
- “Chartfield Values” (to find department IDs) (Set up Financials/Supply Chain > Common Definitions > Design Chartfield > Define Values > Chartfield Values)
- Grant Accountants (Research Accounting — Controller’s Office)
- Budget Office
Indirect Cost Rates
- Federal Rate Agreement
- Fact Sheet
- Office of Financial and Cost Analysis
- Basic Definitions
- F&A (Indirect Cost) Waiver or Reduction Cost Share Request
PIs and Other Personnel
- PI and Co-PI Roles and Responsibilities
- Provost Office
- HR Direct (salary and appointment information — log in required)
Graduate Students
Fringe Rates
- Fact Sheet
- FY2024 Fringe Rates
- Federal Rate Agreement
- Approved Fringe Benefit and Payroll Tax Rates (Breaks down UI, UHI, MTX)
- Budget office
Travel
- Travel Policies and Procedures
- Per Diem — Domestic Meals and Incidentals Rates
- Per Diem — Lookup Domestic Rates
- Per Diem — Lookup Foreign Rates
- Mileage Reimbursement Rate
- Travel Manual
- Fly America Act
On-Campus Vendors
- Conference Services
- UMass Catering
- Website Development Services
- A&F How To Guide (campus procedures for business managers, department chairs, etc.)
Other On-Campus Resources