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Required Documents & Forms
All proposals must include a budget, budget justification, and scope of work (or project description).
Other frequently required documents include:
- Biographical Sketch
- Current and Pending Support
- Collaborators and Other Affiliations
- Data Management Plan
- Facilities and Other Resources
- Equipment
The Technical Proposal documents or "Science" typically include:
- Scope of Work or Project Description
- References or Bibliography
- Summary
- Documentation for subawards, consultants or vendors
- Recommendations on what to include such as Cost Quotes and other budget-related documentation
Special Approval Documentation
- Several situations require additional approvals that must be obtained separately from and prior to the Kuali proposal routing process, including AY cost share, indirect cost waiver, and late proposal routing, to name a few.
As a UMass Amherst faculty, student, or staff involved in the conduct of research, you may be required to take compliance training prior to proposal submission. See our new DOE Research Security Requirements (Job Aid).
See our Research Compliance Training Matrix for a starting point to help you determine which compliance trainings are required.
Important Notes:
- The proposal development administrator can usually help with completing forms, attaching or uploading documents, and entering institutional information. They may need you to share access to the sponsor application portal to help.
- The OPAS reviewer will always need access in order to review and submit the application.