Useful Links for Proposal Preparation

Here are some resources that may be useful when preparing grant proposals at the University of Massachusetts Amherst.

Institutional Information

• Fact Sheet https://www.umass.edu/research/sponsored-programs-fact-sheet
• University Analytics and Institutional Research https://www.umass.edu/uair/home
• Office of Financial & Cost Analysis http://www.umass.edu/fca/
• F&A and fringe statement https://www.umass.edu/research/policy/college-and-university-rate-agreement
• Office of UMass President - Audit Reports
    https://www.umassp.edu/controller/reports
• Office of UMass President - Tax Information/Forms
    https://www.umassp.edu/treasurer/tax-and-compliance
• Organizational Information (Office of Institutional Research)
  https://www.umass.edu/oir/organization

Directories for Names/Locations

• PeopleFinder http://www.umass.edu/peoplefinder/
• Fingertip Directory (Departments, Directors, Heads, Chairs and Assistants) https://www.umass.edu/oir/sites/default/files/publications/organization/fingertip.pdf
• SPIRE https://www.spire.umass.edu (requires login)
• Building Addresses http://www.umass.edu/mail/campus-building-addresses
• Departmental directory (see link from PeopleFinder website)
• Department websites http://www.umass.edu/gateway/academics/departments)

 Calendars

• Academic Calendar (Class Schedule) https://www.umass.edu/registrar/calendars/academic-calendar
• Academic Year Faculty Pay Calendar https://www.umass.edu/humres/academic-year-nine-month-faculty-calendar​
• Legal Holidays/Campus Closure Days https://www.umass.edu/humres/holidays-and-campus-closure-calendar
• Master Calendar (Deadline and Dates) https://www.umass.edu/provost/dates-and-deadlines
• Pay Calendar https://www.umass.edu/humres/pay-calendar

Budget Policies

• Policies related to Proposal Budget Preparation 
  https://www.umass.edu/research/proposal-preparation-guide-budget-development/direct-costs

Accounting Information

• Chartfield Lookup http://www.umass.edu/afsystems/ (to find active account information, such as speedtypes and Department IDs)
• SUMMIT http://www.umass.edu/afsystems/summit (login required)
• PeopleSoft Finance Reporting http://www.umass.edu/afsystems/fin (login 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) http://www.umass.edu/controller/research-accounting-0
• Sponsored Funds Budget Account Levels 
  http://www.umass.edu/af/budget/FY10%20Files/FY10%20Budget_Account_Levels%20_GM_ACCT_BUDGETS.pdf
• Budget Office
  http://www.umass.edu/af/budget/Budget_Office_Helpful_definitions.htm
  • Finance Glossary
  • Budget Rules by Fund
  • Budget and Transaction Account Translation Table

Indirect Cost Rates

• Federal Rate Agreement https://www.umass.edu/research/policy/college-and-university-rate-agreement
• Fact Sheet https://www.umass.edu/research/sponsored-programs-fact-sheet
• Office of Financial and Cost Analysis http://www.umass.edu/fca/
• Basic Definitions http://www.umass.edu/af/departments/256
• Waiver of Indirect Costs https://www.umass.edu/research/webform/indirect-cost-waiverreduction-form

PIs and Other Personnel

• Eligibility and Responsibilities – https://www.umass.edu/research/policy/pi-and-co-pi-roles-and-responsibilities
• HR Direct – salary and appointment information (requires login access) https://www.umass.edu/humres/hr-direct
• Fringe Rates
  • Fact Sheet https://www.umass.edu/research/sponsored-programs-fact-sheet
  • FY2023 Fringe Rates https://www.umass.edu/research/fy2023-fringe-rates
  • Federal Rate Agreement https://www.umass.edu/research/policy/college-and-university-rate-agreement
  • Approved Fringe Benefit and Payroll Tax Rates https://www.macomptroller.org/announcement-category/statewide-payroll/ (Breaks down UI, UHI, MTX)
  • Budget office: https://www.umass.edu/budget/campus-rates
• Provost Office https://www.umass.edu/provost
• Administrative staff https://www.umass.edu/research/proposal-preparation-guide/cost-restrictions-federally-supported-projects

Graduate Students

• Graduate Assistantship Information https://www.umass.edu/graduate/funding/funding-policies-procedures
• Geo Fringe and Tuition Rates https://www.umass.edu/research/guidance/fact-sheet
• Timeliness of Pay memo (Contact Grad Assistantship Office to receive memo)
• GEO contract and Postdoc Contract https://www.umass.edu/graduate/funding/funding-policies-procedures

Travel

• Travel Policies and Procedures 
• Per Diem - Domestic Meals and Incidentals Rates http://www.gsa.gov/mie
• Per Diem - Lookup Domestic Rates http://www.gsa.gov/portal/content/104877
• Per Diem - Lookup Foreign Rates https://aoprals.state.gov/web920/per_diem.asp
• Mileage Reimbursement Rate http://www.umass.edu/controller/travel
• Travel  Manual http://www.umass.edu/controller/travel-manual

• Fly America Act http://www.umass.edu/controller/fly-america-policy

On-Campus Vendors

• Conference Services http://www.umassauxiliaryservices.com/events/
• UMass Catering http://umasscatering.com/
• Website Development Services https://www.umass.edu/it/web-development-services
• A&F How To Guide https://www.umass.edu/af/howto (campus procedures for business managers, department chairs, etc.)

Other On-Campus Resources

• Data Management Resources (Library) http://www.library.umass.edu/services/research/data-management/
• ScholarWorks http://scholarworks.umass.edu/
• Research Computing https://www.umass.edu/it/researchcomputing