The University engages in a wide variety of programs, projects, and other activities on behalf of the faculty and staff which are supported by funds from external agencies and organizations.  All proposals for sponsored programs in instruction, research, and public service programs funded by external funding sources are reviewed and submitted to the funding agencies by the Office of Pre-Award Services (OPAS) as outlined in the University’s Trustee Policy T94-034.

The Research and Engagement Executive area has many offices to support the research mission of the campus in the pursuit, management, and oversight of this type of funding. Services available and how to engage the proposal process is outlined in more detail in the categories on the left side menu of this page. However, before starting the proposal process, there are some important details you need to know.

  • University requirements of a PI as outlined in the Roles and Responsibilities of Principal Investigators and Co-Investigators.  This documents outlines who is eligible to be a PI or Co-PI in University sponsored activities as well as outlines responsibilities are of individuals in these roles.
  • Before you can be a PI you must have a UMass Employee ID as well as a UMass Net ID. Please see Access to R&E Electronic Data Systems for assistance if you are not sure you have these credentials, including a logon to the SmartGrant electronic proposal preparation software.  If you are a faculty member who is coming to campus and need to submit a proposal before you arrive, please make sure that you discuss this with your Department Administrator who will assist you with obtaining permissions before your arrival.
  • There is institutional information that you need to know before developing a proposal.  Please refer to the Fact Sheet for this important information.
  • It is important that you familiarize yourself with the compliance area of the website.  This section contains information regarding conflict of interest, working with human subjects in your programs, working with animals in your research, export controls, etc.

Familiarize yourself with the policies associated with sponsored programs.  Please refer to the Policies, Guidance & Forms tab.